Cloudflare, Inc.

NET
Exchange
NYSE
Industry
Services-Prepackaged Software
SEC CIK
0001477333

13F holders, Q2 2026

Positions 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
1,272
+112 vs. Q1 2026
Shares held
421.39M
+96.02M (+29.5%) vs. Q1 2026
Total value
$78.51B
+$20.01B (+34.2%) vs. Q1 2026

Compare with Q1 2026: new holders and sold out

Holders over time

620 in Q3 2021 → 1,272 in Q2 2026

Show by quarter
Number of institutions holding NET by quarter
QuarterHolders
Q2 20261,272
Q1 20261,160
Q4 20251,107
Q3 20251,056
Q2 2025968
Q1 2025891
Q4 2024795
Q3 2024706
Q2 2024680
Q1 2024730
Q4 2023701
Q3 2023603
Q2 2023587
Q1 2023598
Q4 2022573
Q3 2022588
Q2 2022550
Q1 2022641
Q4 2021681
Q3 2021620

Institutions

Institutions holding NET in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
WHITTIER TRUST CO344,815$85.36M0.84%+3,847+1.1%Added
DIMENSIONAL FUND ADVISORS LP343,178$84.17M0.02%+6,244+1.9%Added
USS Investment Management Ltd330,566$81.13M0.29%+34,244+11.6%Added
Allen Investment Management LLC328,347$80.54M0.96%−14,698−4.3%Reduced
WORLDQUANT MILLENNIUM ADVISORS LLC327,943$80.44M0.28%+327,943New
SUSQUEHANNA INTERNATIONAL GROUP, LLP320,307$78.56M0.07%−42,983−11.8%Reduced
GREAT WEST LIFE ASSURANCE CO /CAN/313,236$76.86M0.12%+2,224+0.7%Added
NOMURA ASSET MANAGEMENT CO LTD311,231$76.34M0.16%+42,330+15.7%Added
CAPITAL INTERNATIONAL SARL308,809$75.74M1.07%+29,857+10.7%Added
Alyeska Investment Group, L.P.308,200$75.6M0.19%+308,200New
Defiance ETFs, LLC304,017$74.88M1.04%+105,888+53.4%Added
Optiver Holding B.V.305,258$74.87M1.07%+305,258New
Exor Capital LLP300,023$73.59M1.58%00.0%Unchanged
ENVESTNET ASSET MANAGEMENT INC294,197$72.16M0.02%+7,713+2.7%Added
Whetstone Capital Advisors, LLC292,861$71.83M19.03%−170−0.1%Reduced
Ovata Capital Management Ltd55,000,000$70.89M5.32%+55,000,000New
SCHRODER INVESTMENT MANAGEMENT GROUP289,552$70.58M0.05%+23,767+8.9%Added
MILLENNIUM MANAGEMENT LLC105,636$69.17M0.05%−117,411−52.6%Reduced
ACADIAN ASSET MANAGEMENT LLC275,439$67.54M0.08%+268,274+3,744.2%Added
AVIVA PLC269,857$66.19M0.10%+1,703+0.6%Added
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM269,131$66.01M0.11%−6,160−2.2%Reduced
SEI INVESTMENTS CO487,875$64.77M0.06%+104,354+27.2%Added
STEELHEAD PARTNERS LLC–$64.44M4.60%––
Russell Investments Group, Ltd.248,575$61.65M0.05%+35,526+16.7%Added
AustralianSuper Pty Ltd250,711$61.49M0.27%+4,384+1.8%Added
LPL Financial LLC249,090$61.14M0.01%+10,633+4.5%Added
ADVENT CAPITAL MANAGEMENT /DE/–$59.85M1.36%––
Korea Investment CORP238,328$58.46M0.11%−8,619−3.5%Reduced
CONGRESS ASSET MANAGEMENT CO /MA226,921$55.66M0.34%−46,835−17.1%Reduced
BARCLAYS PLC222,027$54.8M0.02%−219,492−49.7%Reduced
TD ASSET MANAGEMENT INC222,134$54.49M0.05%+132,168+146.9%Added
Asset Management One Co.,Ltd.212,875$52.21M0.13%−8,862−4.0%Reduced
CI Private Wealth, LLC208,103$51.04M0.07%+185,906+837.5%Added
Verition Fund Management LLC–$50.68M0.36%––
Paloma Partners Management Co–$50.21M11.93%–New
Aequim Alternative Investments LP–$50.05M0.78%––
Broad Bay Capital Management, LP202,875$49.76M4.72%−101,525−33.4%Reduced
Standard Life Aberdeen plc201,848$49.51M0.07%+21,100+11.7%Added
ALLIANCEBERNSTEIN L.P.239,287$49.37M0.02%−25,281−9.6%Reduced
O'Connor Alternative Investments LLC–$48.91M3.57%––
APG Asset Management N.V.223,958$48.05M0.12%+61,586+37.9%Added
KAMES CAPITAL plc193,228$47.39M0.51%+31,452+19.4%Added
1832 Asset Management L.P.192,800$47.29M0.06%−1,020,100−84.1%Reduced
Lombard Odier Asset Management (Europe) Ltd–$45.19M1.93%–New
STATE OF WISCONSIN INVESTMENT BOARD4,161,261$44.61M0.09%+996,530+31.5%Added
STOREBRAND ASSET MANAGEMENT AS181,336$44.48M0.11%−1,212−0.7%Reduced
BLAIR WILLIAM & CO/IL176,202$43.22M0.11%+6,117+3.6%Added
ARK Investment Management LLCSuperinvestorARK Invest175,723$43.1M0.28%−7,921−4.3%Reduced
Handelsbanken Fonder AB174,722$42.86M0.12%−1,924−1.1%Reduced
Walleye Capital LLC15,073$42.3M0.20%−91,934−85.9%Reduced
RENAISSANCE TECHNOLOGIES LLC171,400$42.04M0.06%+171,400New
Meridiem Capital Partners LP169,946$41.68M1.92%+60,884+55.8%Added
SG Americas Securities, LLC128,375$41.68M0.02%+31,657+32.7%Added
DANSKE BANK A/S169,839$41.66M0.08%+2,600+1.6%Added
PFA Pension, Forsikringsaktieselskab168,377$41.3M0.10%−3,948−2.3%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH167,548$40.86M0.06%−18,017−9.7%Reduced
CAPITAL INTERNATIONAL LTD165,469$40.59M1.32%+14,209+9.4%Added
FRONTIER CAPITAL MANAGEMENT CO LLC165,415$40.57M0.38%+8,116+5.2%Added
La Banque Postale Asset Management SA107,023$39.91M0.40%+44,209+70.4%Added
Jupiter Topco LLC162,576$39.89M0.02%+162,576New
PANAGORA ASSET MANAGEMENT INC162,288$39.81M0.12%+49,125+43.4%Added
Vontobel Holding Ltd.162,119$39.76M0.13%+42,533+35.6%Added
Cambridge Investment Research Advisors, Inc.160,875$39.46M0.04%+75,994+89.5%Added
NEW YORK STATE COMMON RETIREMENT FUND159,601$39.15M0.05%+700+0.4%Added
Vanguard Investments Australia, Ltd.158,330$38.84M0.10%+1,024+0.7%Added
BNP PARIBAS ARBITRAGE, SA132,486$38.83M0.02%−420,671−76.0%Reduced
MACKAY SHIELDS LLC–$38.76M1.30%––
STIFEL FINANCIAL CORP157,370$38.6M0.03%+37,922+31.7%Added
CI INVESTMENTS INC.156,186$38.31M0.12%−75,200−32.5%Reduced
WHITTIER TRUST CO OF NEVADA INC141,764$38.11M0.71%+2,120+1.5%Added
Jain Global LLC–$38.06M0.45%––
Vanguard Global Advisers, LLC153,502$37.65M0.02%−3,609−2.3%Reduced
MIZUHO MARKETS AMERICAS LLC150,941$37.02M0.66%+117,584+352.5%Added
CSS LLC/IL–$36.98M1.64%––
CAPITAL INTERNATIONAL INC149,250$36.61M0.26%+16,131+12.1%Added
Robeco Institutional Asset Management B.V.145,608$35.71M0.04%+141,260+3,248.9%Added
ZAZOVE ASSOCIATES LLC–$35.7M2.92%––
Brevan Howard Capital Management LP14,249$35.66M0.50%+112+0.8%Added
Reynders McVeigh Capital Management, LLC142,669$34.99M1.55%−2,741−1.9%Reduced
HRT FINANCIAL LP142,124$34.86M0.06%+142,124New
Contour Asset Management LLC140,946$34.57M0.82%+140,946New
NZS Capital, LLC136,583$33.5M0.87%−520−0.4%Reduced
LMR Partners LLP136,257$33.42M0.25%+136,257New
FIERA CAPITAL CORP136,079$33.38M0.12%+6,307+4.9%Added
Treasurer of the State of North Carolina134,613$33.02M0.09%+400+0.3%Added
Ensign Peak Advisors, Inc131,238$32.19M0.05%−25,519−16.3%Reduced
Creative Planning128,243$31.46M0.02%+34,941+37.4%Added
HighTower Advisors, LLC126,579$31.05M0.03%+33,398+35.8%Added
BANK OF NOVA SCOTIA20,020,731$30.54M0.05%+19,990,839+66,876.9%Added
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO124,328$30.5M0.09%+13,818+12.5%Added
KLP KAPITALFORVALTNING AS123,700$30.34M0.10%+4,700+3.9%Added
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND123,378$30.26M0.14%+14,500+13.3%Added
MIZUHO SECURITIES USA LLC25,579,000$29.74M0.28%00.0%Unchanged
Nykredit A/S119,162$29.23M0.11%+119,162New
NATIXIS116,593$28.6M0.14%+16,981+17.0%Added
Harel Insurance Investments & Financial Services Ltd.100,500$28.46M0.14%+100,500New
EXCHANGE TRADED CONCEPTS, LLC113,932$27.95M0.14%+74,133+186.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)102,173$27.29M0.05%+6,588+6.9%Added
PRINCIPAL FINANCIAL GROUP INC110,600$27.13M0.01%−134,419−54.9%Reduced
Tredje AP-fonden108,864$26.7M0.12%+14,524+15.4%Added