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; 1,272 institutions reported holding it in 13F filings for Q2 2026, worth $78.5B in total; 3 superinvestors hold it, including ARK Invest and Oaktree Capital.
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
- 1,272
- +123 vs. Q1 2026
- Shares held
- 421.4M
- +96.3M (+29.6%) vs. Q1 2026
- Total value
- $78.5B
- +$20.1B (+34.3%) vs. Q1 2026
- New holders
- 239
- 492 more added
- Sold out
- 116
- 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 | 1,272 | $78.5B |
| Q1 2026 | 1,160 | $58.5B |
| Q4 2025 | 1,107 | $56.4B |
| Q3 2025 | 1,056 | $63.0B |
| Q2 2025 | 968 | $56.2B |
| Q1 2025 | 891 | $31.6B |
| Q4 2024 | 795 | $29.7B |
| Q3 2024 | 706 | $22.0B |
| Q2 2024 | 680 | $22.4B |
| Q1 2024 | 730 | $30.9B |
| Q4 2023 | 701 | $24.4B |
| Q3 2023 | 603 | $21.5B |
| Q2 2023 | 587 | $20.6B |
| Q1 2023 | 598 | $19.9B |
| Q4 2022 | 573 | $11.9B |
| Q3 2022 | 588 | $14.1B |
| 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 |
|---|---|---|---|---|---|
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 107,866 | $26.5M | 1.09% | +107,866 | New |
| Mackenzie Financial Corp | 106,464 | $26.1M | 0.03% | −87,852−45.2% | Reduced |
| Avalon Global Asset Management LLC | 105,400 | $25.9M | 3.80% | +25,000+31.1% | Added |
| Union Bancaire Privee, UBP SA | 119,058 | $25.8M | 0.28% | +63,607+114.7% | Added |
| 12 West Capital Management LP | 105,000 | $25.8M | 4.82% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 48,500 | $25.2M | 0.04% | +28,700+144.9% | Added |
| Man Group plc | 44,830 | $25.0M | 0.05% | −8,882−16.5% | Reduced |
| Scge Management, L.P. | 100,800 | $24.7M | 0.42% | +100,800 | New |
| State of New Jersey Common Pension Fund D | 100,410 | $24.6M | 0.08% | −7,900−7.3% | Reduced |
| ExodusPoint Capital Management, LP | 100,016 | $24.5M | 0.23% | +100,016 | New |
| Rheos Capital Works Inc. | 100,000 | $24.5M | 1.40% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 98,882 | $24.3M | 0.22% | +98,882 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 94,548 | $23.2M | 0.10% | −5,958−5.9% | Reduced |
| Oribel Capital Management, LP | 94,000 | $23.1M | 1.92% | +15,300+19.4% | Added |
| Ieq Capital, LLC | 93,014 | $22.8M | 0.11% | +43,468+87.7% | Added |
| Tudor Investment Corp Et Al | 91,048 | $22.3M | 0.09% | +91,048 | New |
| Quantinno Capital Management LP | 90,820 | $22.3M | 0.03% | +10,720+13.4% | Added |
| Mn Services Vermogensbeheer B.V. | 90,402 | $22.2M | 0.17% | −27,800−23.5% | Reduced |
| Parnassus Investments | 90,222 | $22.1M | 0.06% | −36,758−28.9% | Reduced |
| Flight Deck Capital, LP | 89,800 | $22.0M | 10.69% | +25,200+39.0% | Added |
| Silvant Capital Management LLC | 89,461 | $21.9M | 0.64% | +3,938+4.6% | Added |
| QRG Capital Management, Inc. | 89,277 | $21.9M | 0.18% | +18,914+26.9% | Added |
| Captrust Financial Advisors | 88,242 | $21.6M | 0.03% | −8,986−9.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 88,088 | $21.6M | 0.04% | +88,088 | New |
| Holocene Advisors, LP | 87,605 | $21.5M | 0.05% | +79,142+935.2% | Added |
| Commonwealth Equity Services, LLC | 113,214 | $21.4M | 0.03% | +26,746+30.9% | Added |
| Resona Asset Management Co.,Ltd. | 86,994 | $21.3M | 0.10% | −4,817−5.2% | Reduced |
| KBC Group NV | 86,773 | $21.3M | 0.05% | −249,580−74.2% | Reduced |
| Truist Financial Corp | 86,163 | $21.2M | 0.03% | +6,276+7.9% | Added |
| Arizona State Retirement System | 86,090 | $21.1M | 0.11% | −512−0.6% | Reduced |
| EFG International AG | 62,310 | $21.0M | 0.38% | −2,875−4.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 85,532 | $21.0M | 0.14% | −38,019−30.8% | Reduced |
| STRS Ohio | 83,190 | $20.4M | 0.08% | +75,692+1,009.5% | Added |
| TIAA Wealth Investment Management LLC | 82,314 | $20.2M | 0.13% | +69,068+521.4% | Added |
| MML Investors Services, LLC | 82,119 | $20.1M | 0.04% | −14,261−14.8% | Reduced |
| Assenagon Asset Management S.A. | 81,552 | $20.0M | 0.01% | +71,953+749.6% | Added |
| Parkwood LLC | 80,411 | $19.7M | 1.41% | −29,589−26.9% | Reduced |
| RPG Investment Advisory, LLC | 80,054 | $19.6M | 2.02% | −14,869−15.7% | Reduced |
| Spear Advisors LLC | 79,885 | $19.6M | 6.73% | +77,206+2,881.9% | Added |
| RMB Capital Management, LLC | 79,384 | $19.5M | 0.30% | −453−0.6% | Reduced |
| Federated Hermes, Inc. | 78,943 | $19.4M | 0.03% | −37,483−32.2% | Reduced |
| Slow Capital, Inc. | 78,701 | $19.3M | 2.25% | +2,794+3.7% | Added |
| Jones Financial Companies LLLP | 80,906 | $19.2M | 0.01% | +7,385+10.0% | Added |
| Baker Chad R | 77,960 | $19.1M | 3.09% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 48,132 | $18.9M | 0.17% | +33,132+220.9% | Added |
| Empyrean Capital Partners, LP | – | $18.8M | 0.66% | – | New |
| Voloridge Investment Management, LLC | 76,592 | $18.8M | 0.08% | +76,592 | New |
| Sentinel Trust Co Lba | 74,918 | $18.4M | 1.63% | −3,000−3.9% | Reduced |
| Cetera Investment Advisers | 74,773 | $18.3M | 0.02% | −4,283−5.4% | Reduced |
| Hartline Investment Corp | 74,027 | $18.2M | 1.58% | −46,490−38.6% | Reduced |
| SEB Asset Management AB | 73,701 | $18.1M | 0.07% | +4,816+7.0% | Added |
| Davis-Rea Ltd. | 73,384 | $18.0M | 5.13% | +10,000+15.8% | Added |
| Ssi Investment Management LLC | – | $18.0M | 1.04% | – | – |
| IFM Investors Pty Ltd | 72,061 | $17.7M | 0.12% | +8,097+12.7% | Added |
| Manchester Global Management (UK) Ltd | 71,303 | $17.5M | 1.93% | 00.0% | Unchanged |
| Xponance, Inc. | 71,098 | $17.4M | 0.11% | −2,076−2.8% | Reduced |
| Cookson Peirce & Co Inc | 70,616 | $17.3M | 0.57% | +692+1.0% | Added |
| Teacher Retirement System of Texas | 68,725 | $16.9M | 0.05% | +12,473+22.2% | Added |
| DnB Asset Management AS | 68,216 | $16.7M | 0.05% | −108−0.2% | Reduced |
| Erste Asset Management GmbH | 67,953 | $16.6M | 0.13% | −11,117−14.1% | Reduced |
| Kim, LLC | – | $16.5M | 2.25% | – | New |
| Gotham Asset Management, LLC | 67,300 | $16.5M | 0.04% | −23,771−26.1% | Reduced |
| K2 Principal Fund, L.P. | – | $16.5M | 1.52% | – | New |
| IMC-Chicago, LLC | 66,518 | $16.3M | 0.15% | −15,577−19.0% | Reduced |
| Wim Investment Management Ltd | 66,119 | $16.2M | 5.31% | −161,630−71.0% | Reduced |
| Cerity Partners LLC | 66,107 | $16.2M | 0.02% | +18,409+38.6% | Added |
| Pinebridge Investments LLC | 62,956 | $15.4M | 0.13% | −57,593−47.8% | Reduced |
| Natixis Advisors, L.P. | 62,870 | $15.4M | 0.02% | +4,649+8.0% | Added |
| Assetmark, Inc | 62,325 | $15.3M | 0.03% | +142+0.2% | Added |
| Oak Ridge Investments LLC | 62,004 | $15.2M | 0.86% | −3,472−5.3% | Reduced |
| Cushing Asset Management, LP | 60,000 | $14.7M | 0.66% | +10,000+20.0% | Added |
| Advisor Group Holdings, Inc. | 58,345 | $14.3M | 0.02% | −1,244−2.1% | Reduced |
| Candriam Luxembourg S.C.A. | 58,366 | $14.3M | 0.06% | −2,445−4.0% | Reduced |
| Trexquant Investment LP | 57,718 | $14.2M | 0.09% | +14,027+32.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 55,509 | $14.1M | 0.02% | +21,113+61.4% | Added |
| Absolute Investment Advisers LLC | 11,000,000 | $13.9M | 1.35% | +11,000,000 | New |
| Manufacturers Life Insurance Company, The | 17,152 | $13.9M | 0.01% | −1,249−6.8% | Reduced |
| Lyell Wealth Management, LP | 55,907 | $13.7M | 0.84% | +1,873+3.5% | Added |
| Delta Global Management LP | 55,803 | $13.7M | 1.48% | +24,352+77.4% | Added |
| Clear Street Group Inc. | 55,080 | $13.5M | 0.04% | +36,034+189.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 54,381 | $13.3M | 0.03% | −8,649−13.7% | Reduced |
| Davy Global Fund Management Ltd | 53,964 | $13.2M | 0.84% | −3,248−5.7% | Reduced |
| Robinhood Asset Management, LLC | 53,195 | $13.0M | 0.70% | +14,550+37.7% | Added |
| Varma Mutual Pension Insurance Co | 53,180 | $13.0M | 0.07% | −5,300−9.1% | Reduced |
| Mercer Global Advisors Inc | 52,573 | $12.9M | 0.02% | +20,681+64.8% | Added |
| Maven Securities LTD | 10,000,000 | $12.7M | 0.87% | +10,000,000 | New |
| Thrivent Financial for Lutherans | 51,556 | $12.6M | 0.02% | −693−1.3% | Reduced |
| LGT Group Foundation | 50,730 | $12.4M | 0.14% | +7,824+18.2% | Added |
| JustInvest LLC | 49,840 | $12.2M | 0.10% | −432−0.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 49,395 | $12.1M | 1.05% | +1,395+2.9% | Added |
| Pathstone Holdings, LLC | 49,258 | $12.1M | 0.04% | −1,712−3.4% | Reduced |
| Graham Capital Management, L.P. | 49,237 | $12.1M | 0.32% | −19,666−28.5% | Reduced |
| AIA Group Ltd | 48,713 | $11.9M | 0.15% | −9,413−16.2% | Reduced |
| Andra AP-fonden | 48,356 | $11.9M | 0.14% | +14,900+44.5% | Added |
| Utah Retirement Systems | 47,980 | $11.8M | 0.11% | −2,969−5.8% | Reduced |
| Glynn Capital Management LLC | 47,886 | $11.7M | 3.23% | +4,706+10.9% | Added |
| Bearing Point Capital, LLC | 47,689 | $11.7M | 1.58% | +2,514+5.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 47,502 | $11.7M | 0.09% | −894−1.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 47,196 | $11.6M | 0.01% | +29,096+160.8% | Added |
| British Columbia Investment Management Corp | 46,500 | $11.4M | 0.07% | +2,952+6.8% | Added |