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 |
|---|---|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | – | $11.2M | 0.20% | – | New |
| Krane Funds Advisors LLC | 45,814 | $11.2M | 0.40% | +29,561+181.9% | Added |
| Nordea Investment Management AB | 45,669 | $11.1M | 0.01% | +2,761+6.4% | Added |
| Toronto Dominion Bank | 43,871 | $11.1M | 0.02% | −141,579−76.3% | Reduced |
| AMJ Financial Wealth Management | 52,988 | $10.9M | 2.59% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 44,361 | $10.9M | 0.05% | +7,122+19.1% | Added |
| Skaana Management L.P. | 2,300 | $10.9M | 2.90% | – | – |
| DekaBank Deutsche Girozentrale | 55,984 | $10.9M | 0.02% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 44,128 | $10.8M | 0.45% | +4,836+12.3% | Added |
| Nicholas Investment Partners, LP | 5,366 | $10.8M | 0.61% | −9,723−64.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 42,331 | $10.4M | 0.05% | +2,880+7.3% | Added |
| Jacobs Levy Equity Management, Inc | 41,962 | $10.3M | 0.04% | +33,330+386.1% | Added |
| Kornitzer Capital Management Inc | 41,818 | $10.3M | 0.21% | +39,118+1,448.8% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | – | $10.2M | 0.19% | – | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 41,428 | $10.2M | 0.08% | −10,066−19.5% | Reduced |
| Nissay Asset Management Corp | 41,344 | $10.1M | 0.04% | +960+2.4% | Added |
| Los Angeles Capital Management LLC | 40,684 | $9.98M | 0.04% | +35,754+725.2% | Added |
| Group One Trading, L.P. | 40,636 | $9.97M | 0.29% | +1,137+2.9% | Added |
| Public Employees Retirement Association of Colorado | 40,361 | $9.90M | 0.03% | −269−0.7% | Reduced |
| Archon Partners LLC | 40,000 | $9.81M | 1.05% | −10,000−20.0% | Reduced |
| Capelight Capital Asset Management LP | 40,000 | $9.81M | 4.89% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 39,763 | $9.75M | 1.19% | +41+0.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 38,874 | $9.54M | 0.06% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 38,845 | $9.53M | 0.29% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 37,313 | $9.15M | 0.13% | −12,885−25.7% | Reduced |
| Foundations Investment Advisors, LLC | 37,115 | $9.10M | 0.09% | +195+0.5% | Added |
| Ethic Inc. | 37,034 | $9.08M | 0.11% | −1,020−2.7% | Reduced |
| Wealthfront Advisers LLC | 36,851 | $9.04M | 0.02% | +5,428+17.3% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 36,434 | $8.94M | 1.10% | +36,434 | New |
| Capital Group Investment Management Pte. Ltd. | 36,270 | $8.90M | 1.34% | +2,640+7.9% | Added |
| OP Asset Management Ltd | 35,091 | $8.61M | 0.09% | −20,623−37.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 34,384 | $8.43M | 0.38% | +8,699+33.9% | Added |
| Vestmark Advisory Solutions, Inc. | 34,280 | $8.41M | 0.08% | +1,153+3.5% | Added |
| Loomis Sayles & Co L P | 34,260 | $8.40M | 0.01% | +34,260 | New |
| Clear Harbor Asset Management, LLC | 34,069 | $8.36M | 0.52% | +8,861+35.2% | Added |
| Allianz Asset Management GmbH | 33,821 | $8.30M | 0.01% | −34,297−50.3% | Reduced |
| Sentinel Dome Partners, LLC | – | $8.25M | 6.01% | – | New |
| Fifth Third Wealth Advisors LLC | 33,142 | $8.13M | 0.23% | −38−0.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 32,877 | $8.07M | 0.03% | +3,219+10.9% | Added |
| Soltis Investment Advisors LLC | 32,451 | $7.96M | 0.46% | −2,169−6.3% | Reduced |
| US Bancorp | 32,204 | $7.90M | 0.01% | +428+1.3% | Added |
| Square Peg Capital Pty Ltd | 32,199 | $7.90M | 10.36% | +26,539+468.9% | Added |
| Eurizon Capital SGR S.p.A. | 31,299 | $7.68M | 0.02% | −29,305−48.4% | Reduced |
| Virginia Retirement Systems Et Al | 31,150 | $7.64M | 0.05% | +31,150 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,991 | $7.60M | 0.05% | +259+0.8% | Added |
| Osbon Capital Management LLC | 29,840 | $7.32M | 5.74% | +13,298+80.4% | Added |
| State of Michigan Retirement System | 29,354 | $7.20M | 0.03% | +29,354 | New |
| Sepio Capital, LP | 29,156 | $7.15M | 0.36% | −860−2.9% | Reduced |
| Pier 88 Investment Partners LLC | 2,900 | $7.07M | 1.68% | +700+31.8% | Added |
| GWM Advisors LLC | 28,475 | $6.98M | 0.02% | +3,725+15.1% | Added |
| Allstate Corp | 28,339 | $6.95M | 0.07% | −9,310−24.7% | Reduced |
| Oppenheimer Asset Management Inc. | 204,322 | $6.93M | 0.07% | +8,230+4.2% | Added |
| Jasper Ridge Partners, L.P. | 27,835 | $6.83M | 0.15% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 27,423 | $6.73M | 0.12% | +433+1.6% | Added |
| Lountzis Asset Management, LLC | 26,924 | $6.60M | 2.09% | −24−0.1% | Reduced |
| Perigon Wealth Management, LLC | 26,761 | $6.56M | 0.10% | +111+0.4% | Added |
| Brinker Capital Investments, LLC | 26,663 | $6.54M | 0.05% | +3,507+15.1% | Added |
| Cypress Point Investment Management LP | 26,422 | $6.48M | 1.17% | +1,491+6.0% | Added |
| Colony Group, LLC | 26,400 | $6.48M | 0.01% | +5,991+29.4% | Added |
| Commerce Bank | 26,233 | $6.43M | 0.03% | +1,479+6.0% | Added |
| Sanctuary Advisors, LLC | 26,097 | $6.40M | 0.03% | −6,115−19.0% | Reduced |
| Creek Drive Management Group LLC | 26,000 | $6.38M | 3.94% | −6,200−19.3% | Reduced |
| Rational Advisors LLC | 5,023,000 | $6.35M | 0.58% | +5,023,000 | New |
| XTX Topco Ltd | 25,795 | $6.33M | 0.08% | −46,347−64.2% | Reduced |
| Radcliffe Capital Management, L.P. | – | $6.33M | 0.48% | – | New |
| Premier Fund Managers Ltd | 25,756 | $6.27M | 0.57% | +120+0.5% | Added |
| Janney Montgomery Scott LLC | 25,452 | $6.24M | 0.01% | +5,082+24.9% | Added |
| RWC Asset Management LLP | – | $6.20M | 0.23% | – | – |
| Global Wealth Management Investment Advisory, Inc. | 24,424 | $5.99M | 0.85% | +356+1.5% | Added |
| Simplex Trading, LLC | 24,408 | $5.99M | 0.16% | +24,408 | New |
| Private Advisory Group LLC | 24,202 | $5.94M | 0.33% | −63,259−72.3% | Reduced |
| Motley Fool Asset Management LLC | 24,065 | $5.90M | 0.23% | −7,221−23.1% | Reduced |
| Gulf International Bank (UK) Ltd | 24,013 | $5.89M | 0.12% | −399−1.6% | Reduced |
| Shannon River Fund Management LLC | 23,589 | $5.79M | 0.52% | +23,589 | New |
| Rockefeller Capital Management L.P. | 23,511 | $5.77M | 0.01% | −1,588−6.3% | Reduced |
| Proactive Wealth Strategies LLC | 23,440 | $5.75M | 0.92% | +80+0.3% | Added |
| ICONIQ Capital, LLC | 23,136 | $5.67M | 0.16% | 00.0% | Unchanged |
| Ossiam | 23,099 | $5.67M | 0.08% | +12,792+124.1% | Added |
| Nisa Investment Advisors, LLC | 23,008 | $5.64M | 0.02% | −1,070−4.4% | Reduced |
| Amalgamated Bank | 22,847 | $5.60M | 0.04% | −2,687−10.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 22,627 | $5.55M | 0.11% | −110,280−83.0% | Reduced |
| Prudential PLC | 22,435 | $5.50M | 0.03% | +7,667+51.9% | Added |
| Newbridge Financial Services Group, Inc. | 22,318 | $5.47M | 0.68% | −3,644−14.0% | Reduced |
| Landscape Capital Management, L.L.C. | 22,187 | $5.44M | 0.35% | +14,354+183.3% | Added |
| Kestra Advisory Services, LLC | 22,153 | $5.43M | 0.02% | +183+0.8% | Added |
| Private Advisor Group, LLC | 22,121 | $5.43M | 0.02% | +12,353+126.5% | Added |
| Norden Group LLC | 21,978 | $5.39M | 0.44% | −1,215−5.2% | Reduced |
| Lido Advisors, LLC | 21,864 | $5.36M | 0.02% | +2,490+12.9% | Added |
| Hantz Financial Services, Inc. | 21,849 | $5.36M | 0.07% | −4,168−16.0% | Reduced |
| Abn Amro Investment Solutions | 21,824 | $5.35M | 0.05% | +6,377+41.3% | Added |
| Employees Retirement System of Texas | 21,798 | $5.35M | 0.04% | −11,376−34.3% | Reduced |
| Saudi Central Bank | 21,718 | $5.33M | 0.07% | +10,056+86.2% | Added |
| Y.D. More Investments Ltd | 21,697 | $5.32M | 0.17% | −1,042−4.6% | Reduced |
| Independent Financial Group, LLC | 21,475 | $5.27M | 0.10% | −16,881−44.0% | Reduced |
| Evercore Wealth Management, LLC | 21,400 | $5.25M | 0.07% | −4,180−16.3% | Reduced |
| Callan Family Office, LLC | 21,216 | $5.20M | 0.10% | +8,914+72.5% | Added |
| Viking Fund Management LLC | 21,000 | $5.15M | 0.46% | 00.0% | Unchanged |
| Sona Asset Management (US) LLC | 21,000 | $5.15M | 0.19% | +21,000 | New |
| Campbell & CO Investment Adviser LLC | 20,956 | $5.14M | 0.27% | +5,874+38.9% | Added |
| Polymer Capital Management (HK) LTD | 20,879 | $5.12M | 0.52% | +13,098+168.3% | Added |