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 23 sales; 1,228 institutions reported holding it in 13F filings for Q2 2026, worth $75.0B 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
- Institutional holders
- 1,228
- +100 vs. Q1 2026
- Shares held
- 284.8M
- +8.02M (+2.9%) vs. Q1 2026
- Total value
- $75.0B
- +$18.0B (+31.5%) vs. Q1 2026
- New holders
- 218
- 489 more added
- Sold out
- 118
- 384 more reduced
11 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 | 1,228 | $75.0B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.9B |
| Q3 2025 | 1,039 | $61.4B |
| Q2 2025 | 947 | $54.6B |
| Q1 2025 | 872 | $30.1B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $20.8B |
| Q2 2024 | 652 | $21.2B |
| Q1 2024 | 709 | $29.6B |
| Q4 2023 | 678 | $23.3B |
| Q3 2023 | 573 | $15.8B |
| Q2 2023 | 560 | $16.0B |
| Q1 2023 | 572 | $16.2B |
| Q4 2022 | 550 | $11.0B |
| Q3 2022 | 563 | $12.9B |
| Q2 2022 | 550 | $10.4B |
| 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 |
|---|---|---|---|---|---|
| Northern Trust Corp | 2,100,022 | $515.1M | 0.06% | +98,721+4.9% | Added |
| Bank of America Corp | 2,208,432 | $541.7M | 0.03% | +140,749+6.8% | Added |
| Voya Investment Management LLC | 2,322,031 | $569.3M | 0.49% | −559,106−19.4% | Reduced |
| UBS Asset Management Americas Inc | 2,418,577 | $593.2M | 0.11% | −125,466−4.9% | Reduced |
| Two Sigma Investments, LP | 2,586,183 | $634.3M | 0.48% | −233,654−8.3% | Reduced |
| Legal & General Group Plc | 2,641,523 | $647.9M | 0.14% | −312,651−10.6% | Reduced |
| Goldman Sachs Group Inc | 3,071,969 | $753.5M | 0.08% | +619,603+25.3% | Added |
| Invesco Ltd. | 3,103,792 | $761.3M | 0.06% | −9,733−0.3% | Reduced |
| Sands Capital Management, LLC | 3,239,504 | $794.6M | 2.95% | −422,245−11.5% | Reduced |
| Norges Bank | 3,596,888 | $882.2M | 0.09% | +3,596,888 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,677,783 | $902.1M | 0.71% | −824,979−18.3% | Reduced |
| Franklin Resources Inc | 3,729,976 | $914.9M | 0.20% | +379,201+11.3% | Added |
| First Trust Advisors LP | 3,756,643 | $921.4M | 0.54% | −17,383−0.5% | Reduced |
| Wellington Management Group LLP | 4,048,753 | $993.1M | 0.17% | +37,923+0.9% | Added |
| American Century Companies Inc | 4,286,156 | $1.05B | 0.46% | +658,901+18.2% | Added |
| JPMorgan Chase & Co | 5,269,562 | $1.28B | 0.08% | −633,183−10.7% | Reduced |
| Jennison Associates LLC | 5,419,068 | $1.33B | 0.80% | +1,024,584+23.3% | Added |
| Geode Capital Management, LLC | 5,963,905 | $1.46B | 0.08% | −29,524−0.5% | Reduced |
| State Street Corp | 7,420,765 | $1.82B | 0.05% | +242,046+3.4% | Added |
| Capital International Investors | 10,981,005 | $2.69B | 0.56% | +87,840+0.8% | Added |
| FMR LLC | 12,655,471 | $3.10B | 0.13% | −904,980−6.7% | Reduced |
| Vanguard Capital Management LLC | 14,430,365 | $3.54B | 0.08% | +714,169+5.2% | Added |
| Baillie Gifford & Co | 14,598,594 | $3.58B | 3.25% | −1,325,829−8.3% | Reduced |
| Morgan Stanley | 15,258,327 | $3.74B | 0.20% | −624,994−3.9% | Reduced |
| Vanguard Portfolio Management LLC | 16,819,726 | $4.13B | 0.19% | +779,837+4.9% | Added |
| Banque Cantonale Vaudoise | 21,067 | $5.17B | 0.72% | −5,057−19.4% | Reduced |
| BlackRock, Inc. | 21,598,907 | $5.30B | 0.08% | +504,625+2.4% | Added |
| Capital World Investors | 24,325,692 | $5.97B | 0.70% | +1,590,123+7.0% | Added |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −428,984−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −419,492−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −321,736−100.0% | Sold out |
| Styrax Capital, LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −119,286−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −108,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −102,025−100.0% | Sold out |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −96,000−100.0% | Sold out |
| Benchstone Capital Management LP | 0 | $0 | 0.00% | −81,483−100.0% | Sold out |
| Wealth High Governance Asset Management Ltda. | 0 | $0 | 0.00% | −77,893−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −74,460−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −60,448−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −52,535−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −44,670−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −43,487−100.0% | Sold out |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −42,107−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −40,296−100.0% | Sold out |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −36,953−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −34,768−100.0% | Sold out |
| Insight Holdings Group, LLC | 0 | $0 | 0.00% | −32,800−100.0% | Sold out |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −32,107−100.0% | Sold out |
| Arrow Capital Pty Ltd | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Warm Springs Advisors Inc. | 0 | $0 | 0.00% | −22,198−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −16,632−100.0% | Sold out |
| Cannon Advisors, Inc. | 0 | $0 | 0.00% | −14,722−100.0% | Sold out |
| Night Squared LP | 0 | $0 | 0.00% | −13,615−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −7,296−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −7,278−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −6,171−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −5,954−100.0% | Sold out |
| Shelton Wealth Management, LLC | 0 | $0 | 0.00% | −5,879−100.0% | Sold out |
| DC Investments Management, LLC | 0 | $0 | 0.00% | −5,532−100.0% | Sold out |
| Index Fund Advisors, Inc. | 0 | $0 | 0.00% | −5,276−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,867−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −4,536−100.0% | Sold out |
| Kepler Cheuvreux (Suisse) SA | 0 | $0 | 0.00% | −4,557−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −4,007−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −3,931−100.0% | Sold out |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −3,426−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −3,392−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −3,277−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −3,262−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −3,049−100.0% | Sold out |
| Rooted Wealth Advisors, Inc. | 0 | $0 | 0.00% | −3,068−100.0% | Sold out |
| Pacific Point Advisors, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −2,979−100.0% | Sold out |
| McAdam, LLC | 0 | $0 | 0.00% | −2,623−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −2,548−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −2,472−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Pacific Wealth Strategies Group, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Arista Wealth Management, LLC | 0 | $0 | 0.00% | −1,923−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −1,832−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −1,799−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,755−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,653−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −1,639−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −1,629−100.0% | Sold out |
| Lotus Technology Management, LP | 0 | $0 | 0.00% | −1,616−100.0% | Sold out |
| Paces Ferry Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,556−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −1,530−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −1,512−100.0% | Sold out |
| Gordian Capital Singapore Pte Ltd | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Huntleigh Advisors, Inc. | 0 | $0 | 0.00% | −1,441−100.0% | Sold out |
| Walser Wealth Management Company, A Ltd Liability Co | 0 | $0 | 0.00% | −1,386−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,276−100.0% | Sold out |