Cloudflare, Inc.
NET- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001477333
In the last 90 days, Cloudflare, Inc. insiders filed 0 open-market purchases and 11 sales; 1,234 institutions reported holding it in 13F filings for Q2 2026, worth $69.8B in total; superinvestors ARK Invest and Soros Fund Management hold it.
13F holders, Q2 2026
Institutional positions in Cloudflare, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
Q3 2026 data is still coming in: 768 institutions have reported holding NET so far. See Q3 2026
- Institutional holders
- 1,234
- +99 vs. Q1 2026
- Shares held
- 284.6M
- +7.90M (+2.9%) vs. Q1 2026
- Total value
- $69.8B
- +$12.8B (+22.4%) vs. Q1 2026
- New holders
- 217
- 489 more added
- Sold out
- 118
- 388 more reduced
10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NET on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,234 | $69.8B |
| Q1 2026 | 1,145 | $57.1B |
| Q4 2025 | 1,096 | $54.8B |
| Q3 2025 | 1,045 | $59.1B |
| Q2 2025 | 950 | $54.3B |
| Q1 2025 | 873 | $29.8B |
| Q4 2024 | 774 | $28.4B |
| Q3 2024 | 681 | $20.7B |
| Q2 2024 | 652 | $21.1B |
| Q1 2024 | 709 | $24.2B |
| Q4 2023 | 678 | $20.7B |
| Q3 2023 | 573 | $15.8B |
| Q2 2023 | 560 | $16.0B |
| Q1 2023 | 572 | $15.1B |
| Q4 2022 | 550 | $10.9B |
| Q3 2022 | 563 | $12.9B |
| Q2 2022 | 550 | $10.3B |
| Q1 2022 | 641 | $28.0B |
| Q4 2021 | 681 | $29.8B |
| Q3 2021 | 620 | $24.6B |
| Q2 2021 | 537 | $22.6B |
| Q1 2021 | 507 | $13.7B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Universal- Beteiligungs- und Servicegesellschaft mbH | 167,548 | $40.9M | 0.06% | −18,017−9.7% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 168,377 | $41.3M | 0.10% | −3,948−2.3% | Reduced |
| Danske Bank A/S | 169,839 | $41.7M | 0.08% | +2,600+1.6% | Added |
| Meridiem Capital Partners LP | 169,946 | $41.7M | 1.92% | +60,884+55.8% | Added |
| Renaissance Technologies LLC | 171,400 | $42.0M | 0.06% | +171,400 | New |
| Handelsbanken Fonder AB | 174,722 | $42.9M | 0.12% | −1,924−1.1% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 175,723 | $43.1M | 0.28% | −7,921−4.3% | Reduced |
| Blair William & Co | 176,202 | $43.2M | 0.11% | +6,117+3.6% | Added |
| Storebrand Asset Management AS | 181,336 | $44.5M | 0.11% | −1,212−0.7% | Reduced |
| 1832 Asset Management L.P. | 192,800 | $47.3M | 0.06% | −1,020,100−84.1% | Reduced |
| Kames Capital plc | 193,228 | $47.4M | 0.51% | +31,452+19.4% | Added |
| APG Asset Management N.V. | 223,958 | $48.0M | 0.12% | +61,586+37.9% | Added |
| Alliancebernstein L.P. | 239,287 | $49.4M | 0.02% | −25,281−9.6% | Reduced |
| Standard Life Aberdeen plc | 201,848 | $49.5M | 0.07% | +21,100+11.7% | Added |
| Broad Bay Capital Management, LP | 202,875 | $49.8M | 4.72% | −101,525−33.4% | Reduced |
| CI Private Wealth, LLC | 208,103 | $51.0M | 0.07% | +185,906+837.5% | Added |
| Asset Management One Co.,Ltd. | 212,875 | $52.2M | 0.13% | −8,862−4.0% | Reduced |
| Barclays PLC | 222,027 | $54.5M | 0.02% | −219,492−49.7% | Reduced |
| TD Asset Management Inc | 222,134 | $54.5M | 0.05% | +132,168+146.9% | Added |
| Congress Asset Management Co | 226,921 | $55.7M | 0.34% | −46,835−17.1% | Reduced |
| Korea Investment CORP | 238,328 | $58.5M | 0.11% | −8,619−3.5% | Reduced |
| Russell Investments Group, Ltd. | 248,575 | $61.0M | 0.05% | +35,526+16.7% | Added |
| LPL Financial LLC | 249,090 | $61.1M | 0.01% | +10,633+4.5% | Added |
| AustralianSuper Pty Ltd | 250,711 | $61.5M | 0.27% | +4,384+1.8% | Added |
| SEI Investments Co | 262,875 | $64.5M | 0.06% | −120,646−31.5% | Reduced |
| State Board of Administration of Florida Retirement System | 269,131 | $66.0M | 0.11% | −6,160−2.2% | Reduced |
| Aviva PLC | 269,857 | $66.2M | 0.10% | +1,703+0.6% | Added |
| Acadian Asset Management LLC | 275,439 | $67.5M | 0.08% | +268,274+3,744.2% | Added |
| Schroder Investment Management Group | 289,552 | $70.6M | 0.05% | +23,767+8.9% | Added |
| Whetstone Capital Advisors, LLC | 292,861 | $71.8M | 19.03% | −170−0.1% | Reduced |
| Envestnet Asset Management Inc | 294,197 | $72.2M | 0.02% | +7,713+2.7% | Added |
| Exor Capital LLP | 300,023 | $73.6M | 1.58% | 00.0% | Unchanged |
| Optiver Holding B.V. | 305,258 | $74.9M | 1.07% | +305,258 | New |
| Defiance ETFs, LLC | 304,017 | $74.9M | 1.04% | +105,888+53.4% | Added |
| Alyeska Investment Group, L.P. | 308,200 | $75.6M | 0.19% | +308,200 | New |
| Capital International Sarl | 308,809 | $75.7M | 1.07% | +29,857+10.7% | Added |
| Nomura Asset Management Co Ltd | 311,231 | $76.3M | 0.16% | +42,330+15.7% | Added |
| Great West Life Assurance Co | 313,236 | $76.9M | 0.12% | +2,224+0.7% | Added |
| Susquehanna International Group, LLP | 320,307 | $78.6M | 0.07% | −42,983−11.8% | Reduced |
| Worldquant Millennium Advisors LLC | 327,943 | $80.4M | 0.28% | +327,943 | New |
| Allen Investment Management LLC | 328,347 | $80.5M | 0.96% | −14,698−4.3% | Reduced |
| USS Investment Management Ltd | 330,566 | $81.1M | 0.32% | +34,244+11.6% | Added |
| Dimensional Fund Advisors LP | 343,178 | $84.2M | 0.02% | +6,244+1.9% | Added |
| Whittier Trust Co | 344,815 | $85.4M | 0.84% | +3,847+1.1% | Added |
| Nikko Asset Management Americas, Inc. | 353,182 | $86.6M | 1.12% | −65,904−15.7% | Reduced |
| Bessemer Group Inc | 357,676 | $87.7M | 0.12% | −6,479−1.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 367,585 | $90.2M | 0.28% | −168,799−31.5% | Reduced |
| California Public Employees Retirement System | 369,762 | $90.7M | 0.05% | −21,510−5.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 377,513 | $92.6M | 0.05% | +33,010+9.6% | Added |
| Peregrine Capital Management LLC | 384,759 | $94.4M | 3.07% | −17,090−4.3% | Reduced |
| Tremblant Capital Group | 384,993 | $94.4M | 2.71% | +90,785+30.9% | Added |
| Royal London Asset Management Ltd | 386,929 | $94.9M | 0.17% | +183,183+89.9% | Added |
| Victory Capital Management Inc | 393,058 | $96.4M | 0.05% | +8,283+2.2% | Added |
| Rhumbline Advisers | 399,259 | $97.9M | 0.07% | +670+0.2% | Added |
| Mariner, LLC | 403,320 | $98.6M | 0.10% | −30,637−7.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 406,656 | $100.2M | 0.15% | −4,420−1.1% | Reduced |
| Credit Agricole S A | 417,945 | $102.5M | 0.26% | +14,764+3.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 426,318 | $104.6M | 0.10% | +18,545+4.5% | Added |
| Jane Street Group, LLC | 432,774 | $106.2M | 0.07% | −1,163,665−72.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 435,009 | $106.7M | 0.23% | −76,459−14.9% | Reduced |
| Qube Research & Technologies Ltd | 454,589 | $111.5M | 0.12% | +454,589 | New |
| Canada Pension Plan Investment Board | 457,160 | $112.1M | 0.06% | +318,719+230.2% | Added |
| California State Teachers Retirement System | 467,067 | $114.6M | 0.11% | +1,208+0.3% | Added |
| Daiwa Securities Group Inc. | 468,324 | $114.9M | 0.26% | +424,446+967.3% | Added |
| Bamco Inc | 471,598 | $115.7M | 0.17% | +14,274+3.1% | Added |
| CIBC Bancorp USA Inc. | 476,845 | $116.9M | 0.14% | −18,054−3.6% | Reduced |
| Fred Alger Management, LLC | 480,127 | $117.8M | 0.39% | −57,935−10.8% | Reduced |
| Artisan Partners Limited Partnership | 489,716 | $120.1M | 0.20% | −178,442−26.7% | Reduced |
| Ameriprise Financial Inc | 490,016 | $120.2M | 0.02% | −74,104−13.1% | Reduced |
| Citadel Advisors LLC | 491,046 | $120.4M | 0.07% | −1,450,096−74.7% | Reduced |
| Lord, Abbett & Co. LLC | 494,215 | $121.2M | 0.35% | −497,845−50.2% | Reduced |
| Neuberger Berman Group LLC | 606,033 | $148.6M | 0.10% | +99,277+19.6% | Added |
| Vanguard Asset Management, Ltd | 614,819 | $150.8M | 0.10% | +72,861+13.4% | Added |
| Squarepoint Ops LLC | 638,961 | $156.7M | 0.30% | +57,270+9.8% | Added |
| Nomura Asset Management International Inc. | 646,279 | $158.5M | 0.24% | −28,469−4.2% | Reduced |
| Balyasny Asset Management LLC | 670,903 | $164.6M | 0.30% | +320,666+91.6% | Added |
| Wells Fargo & Company | 714,505 | $175.3M | 0.03% | +98,384+16.0% | Added |
| Citigroup Inc | 734,622 | $180.2M | 0.08% | −70,571−8.8% | Reduced |
| Phoenix Holdings Ltd. | 807,564 | $198.1M | 1.35% | +485,747+150.9% | Added |
| Penserra Capital Management LLC | 816,098 | $200.2M | 1.54% | +87,450+12.0% | Added |
| Nuveen, LLC | 816,850 | $200.4M | 0.05% | +80,942+11.0% | Added |
| Westfield Capital Management Co LP | 835,502 | $204.9M | 0.67% | +293,936+54.3% | Added |
| Swiss National Bank | 875,100 | $214.6M | 0.11% | −52,100−5.6% | Reduced |
| Swedbank AB | 881,457 | $216.2M | 0.19% | −46,149−5.0% | Reduced |
| HSBC Holdings PLC | 880,981 | $217.4M | 0.10% | +299,160+51.4% | Added |
| Raymond James Financial Inc | 909,543 | $223.1M | 0.06% | −31,304−3.3% | Reduced |
| Clearbridge Investments, LLC | 912,622 | $223.8M | 0.19% | +900,639+7,516.0% | Added |
| UBS Group AG | 957,879 | $234.9M | 0.04% | −300,519−23.9% | Reduced |
| National Pension Service | 959,987 | $235.5M | 0.15% | +15,546+1.6% | Added |
| Menora Mivtachim Holdings Ltd. | 983,250 | $241.2M | 0.94% | +983,250 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 997,856 | $244.8M | 0.14% | −76,541−7.1% | Reduced |
| Bank of New York Mellon Corp | 1,045,642 | $256.5M | 0.04% | +1,601+0.2% | Added |
| Marshall Wace, LLP | 1,065,580 | $261.4M | 0.22% | +78,973+8.0% | Added |
| Strategy Capital LLC | 1,106,100 | $271.3M | 16.72% | −32,517−2.9% | Reduced |
| Polar Capital Holdings Plc | 1,240,516 | $304.3M | 0.86% | +76,432+6.6% | Added |
| Price T Rowe Associates Inc | 1,544,713 | $378.9M | 0.04% | +149,845+10.7% | Added |
| Massachusetts Financial Services Co | 1,578,485 | $387.1M | 0.12% | +111,375+7.6% | Added |
| Amundi | 1,591,632 | $390.4M | 0.09% | −115,624−6.8% | Reduced |
| Deutsche Bank AG | 1,604,234 | $393.5M | 0.11% | +27,733+1.8% | Added |
| Gilder Gagnon Howe & Co LLC | 1,668,352 | $409.2M | 4.22% | −109,816−6.2% | Reduced |