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Cloudflare, Inc. 13F holders

1,229 funds reported a position in Cloudflare, Inc. in their 13F for the quarter ended 30 June 2026, together 284.8 million shares worth $69.81 billion. Against the quarter before, 180 opened a position, 482 added, 379 trimmed and 117 sold out; together they bought a net 4.0 million shares. The largest holders: Capital World Investors, BlackRock, Inc. and Vanguard Portfolio Management LLC.

Funds holding1,229+89 on Q1 2026
Shares they held284.8Mworth $69.81 billion
Net bought on the quarter4.0M sharesabout $989.2 million at the funds' values
Funds buying to selling662 to 496opened or added, to cut or sold
Opened 180Added 482Held 176Trimmed 379Sold out 117
Opened: 180 fundsAdded: 482 fundsHeld: 176 fundsTrimmed: 379 fundsSold out: 117 funds

What each fund did in NET against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 680 funds, 256.4 million shares680Q3 2024Q4 2024: 771 funds, 263.9 million shares771Q4 2024Q1 2025: 872 funds, 266.7 million shares872Q1 2025Q2 2025: 948 funds, 278.9 million shares948Q2 2025Q3 2025: 1,041 funds, 286.7 million shares1,041Q3 2025Q4 2025: 1,094 funds, 279.8 million shares1,094Q4 2025Q1 2026: 1,140 funds, 277.0 million shares1,140Q1 2026Q2 2026: 1,229 funds, 284.8 million shares1,229Q2 2026

Funds reporting a position in NET in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 351 reported a position in Cloudflare, Inc.: 74 opened one, 111 added, 96 trimmed and 19 sold out, a net 621,353 shares bought.

FundChange in sharesShares nowStatusFiling
Amanah Holdings Trust+405,992405,992new13F
KBC Group NV+105,575192,348added13F
Portman Square Capital LLP+75,93975,939new13F
Robeco Institutional Asset Management B.V.-58,28787,321trimmed13F
RPG Investment Advisory, LLC-44,97435,080trimmed13F
Signature Estate & Investment Advisors LLC+31,55932,397added13F
Covenant Asset Management, LLC+16,43816,438new13F
Vontobel Holding Ltd.-16,344145,775trimmed13F
ASR Vermogensbeheer N.V.+15,11928,168added13F
Glynn Capital Management LLC-12,77135,115trimmed13F
Highland Capital Management, LLC+10,45014,532added13F
Wealth Enhancement Advisory Services, LLC+11,08166,590added13F
Bdf-Gestion+8,8638,863new13F
Westwind Capital+8,1138,113new13F
Assenagon Asset Management S.A.+8,03089,582added13F
Geneva Partners, LLC+7,9567,956new13F
Abn Amro Investment Solutions+7,80929,633added13F
Elevatus Welath Management-7,7219,664trimmed13F
Oak Thistle LLC-7,6681,335trimmed13F
Artemis Investment Management LLP+7,175106,057added13F
RDA Financial Network-7,1269,224trimmed13F
Congress Asset Management Co.-6,824220,097trimmed13F
Wedmont Private Capital+6,90813,280added13F
HB Wealth Management, LLC+5,99415,234added13F
Perigon Wealth Management, LLC-5,75121,010trimmed13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 12 reported a position in Cloudflare, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Baillie Gifford, 14.6 million shares worth $3.58 billion, 3.2% of its reported book. New this quarter: Alyeska, Renaissance Technologies. Sold out: Capital Research Global Investors, Duquesne Family Office, Point72 Asset Management. In the quarter, 2 funds added or opened a position and 12 trimmed or sold out; together they sold a net 4.4 million shares, about $1.08 billion at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Baillie Gifford14,598,594$3.58 billion3.2%-1,325,829trimmed30 June 202613F
FMR LLC12,655,471$3.10 billion0.1%-904,980trimmed30 June 202613F
Geode Capital Management5,963,905$1.46 billion0.1%-29,524trimmed30 June 202613F
Norges Bank3,596,888$882.2 million0.1%held30 June 202613F
Two Sigma Investments2,586,183$634.3 million0.5%-233,654trimmed30 June 202613F
Citadel Advisors491,046$120.4 million0.1%-1,450,096trimmed30 June 202613F
Alyeska308,200$75.6 million0.2%+308,200new30 June 202613F
ARK Investment Management175,723$43.1 million0.3%-7,921trimmed30 June 202613F
Renaissance Technologies171,400$42.0 million0.1%+171,400new30 June 202613F
Millennium Management105,636$25.9 million0.0%-117,411trimmed30 June 202613F
Bridgewater Associates6,720$1.6 million0.0%-2,038trimmed30 June 202613F
Soros Fund Management4,467$1.1 million0.0%-6,314trimmed30 June 202613F
Capital Research Global Investors0$00.0%-321,736exited30 June 202613F
Duquesne Family Office0$00.0%-52,535exited30 June 202613F
Point72 Asset Management0$00.0%-428,984exited30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Capital World Investors24,325,6928.54%$5.97 billion0.70%+1,590,12313F
BlackRock, Inc.21,598,9077.59%$5.30 billion0.08%+504,62513F
Vanguard Portfolio Management LLC16,819,7265.91%$4.13 billion0.19%+779,83713F
Morgan Stanley15,258,3275.36%$3.74 billion0.20%-624,99413F
Baillie Gifford & Co.14,598,5945.13%$3.58 billion3.25%-1,325,82913F
Vanguard Capital Management LLC14,430,3655.07%$3.54 billion0.08%+714,16913F
FMR LLC12,655,4714.44%$3.10 billion0.14%-904,98013F
Capital International Investors10,981,0053.86%$2.69 billion0.56%+87,84013F
State Street Corp.7,420,7652.61%$1.82 billion0.05%+242,04613F
Geode Capital Management, LLC5,963,9052.09%$1.46 billion0.08%-29,52413F
Jennison Associates LLC5,419,0681.90%$1.33 billion0.80%+1,024,58413F
JPMorgan Chase & Co.5,269,5621.85%$1.28 billion0.07%-633,18313F
American Century Companies Inc.4,286,1561.51%$1.05 billion0.47%+658,90113F
Wellington Management Group LLP4,048,7531.42%$993.1 million0.17%+37,92313F
First Trust Advisors LP3,756,6431.32%$921.4 million0.54%-17,38313F
Franklin Resources Inc.3,729,9761.31%$914.9 million0.20%+379,20113F
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main3,677,7831.29%$902.1 million0.71%-824,97913F
Norges Bank3,596,8881.26%$882.2 million0.09%13F
Sands Capital Management, LLC3,239,5041.14%$794.6 million2.95%-422,24513F
Invesco Ltd.3,103,7921.09%$761.3 million0.06%-9,73313F
Goldman Sachs Group Inc.3,071,9691.08%$753.5 million0.08%+619,60313F
Legal & General Group Plc2,641,5230.93%$647.9 million0.14%-312,65113F
Two Sigma Investments, LP2,586,1830.91%$634.3 million0.49%-233,65413F
UBS AM, a distinct business unit of UBS Asset Management Americas LLC2,418,5770.85%$593.2 million0.11%-125,46613F
Voya Investment Management LLC2,322,0310.82%$569.3 million0.54%-559,10613F
Bank of America Corp.2,208,4320.78%$541.7 million0.04%+140,74913F
Northern Trust Corp.2,100,0220.74%$515.1 million0.06%+98,72113F
AQR Capital Management LLC2,076,8350.73%$509.4 million0.18%+1,169,44713F
Vanguard Fiduciary Trust Co.2,063,8240.72%$506.2 million0.11%+61,67713F
D. E. Shaw & Co., Inc.1,947,8020.68%$477.8 million0.31%+660,55613F
T. Rowe Price Investment Management, Inc.1,892,5930.66%$464.2 million0.30%new13F
Royal Bank of Canada1,841,8790.65%$451.8 million0.08%+234,21113F
Pictet Asset Management Holding SA1,798,1130.63%$441.0 million0.42%+416,12813F
Charles Schwab Investment Management Inc.1,795,9930.63%$440.5 million0.06%+183,54313F
Gilder Gagnon Howe & Co. LLC1,668,3520.59%$409.2 million4.22%-109,81613F
Deutsche Bank AG1,604,2340.56%$393.5 million0.11%+27,73313F
Amundi1,591,6320.56%$390.4 million0.09%-115,62413F
Massachusetts Financial Services Co.1,578,4850.55%$387.1 million0.12%+111,37513F
Price T Rowe Associates Inc.1,544,7130.54%$378.9 million0.04%+149,84513F
Polar Capital Holdings Plc1,240,5160.44%$304.3 million0.86%+76,43213F
Strategy Capital LLC1,106,1000.39%$271.3 million16.72%-32,51713F
Marshall Wace, LLP1,065,5800.37%$261.4 million0.22%+78,97313F
Bank of New York Mellon Corp1,045,6420.37%$256.5 million0.04%+1,60113F
Sumitomo Mitsui Trust Group, Inc.997,8560.35%$244.8 million0.14%-76,54113F
Menora Mivtachim Holdings Ltd983,2500.35%$241.2 million0.94%new13F
National Pension Service959,9870.34%$235.5 million0.15%+15,54613F
UBS Group AG957,8790.34%$234.9 million0.04%-300,51913F
Clearbridge Investments, LLC912,6220.32%$223.8 million0.18%+900,63913F
Raymond James Financial Inc.909,5430.32%$223.1 million0.06%-31,30413F
HSBC Holdings PLC880,9810.31%$217.4 million0.10%+299,16013F
The 50 largest of the 1,229 funds that reported a position in NET in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on NET

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls1,525,500$374.2 million30 June 202613F
Citadel AdvisorsPuts667,400$163.7 million30 June 202613F
Millennium ManagementCalls347,400$85.2 million30 June 202613F
Millennium ManagementPuts241,000$59.1 million30 June 202613F
Point72 Asset ManagementPuts30,400$7.5 million30 June 202613F
Two Sigma InvestmentsPuts26,800$6.6 million30 June 202613F
Two Sigma InvestmentsCalls12,400$3.0 million30 June 202613F
Point72 Asset ManagementCalls9,100$2.2 million30 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
24 July 202613G/ABaillie Gifford & Co and 1 other14.6 million4.6%30 June 2026passive, institutional (13d-1(b))EDGAR
14 May 202613G/ACapital World Investors and 1 other23.0 million7.3%31 March 2026passive, institutional (13d-1(b))EDGAR
29 April 202613GVanguard Portfolio Management and 1 other16.1 million5.1%31 March 2026passive, institutional (13d-1(b))EDGAR
29 April 202613GVanguard Capital Management and 1 other16.5 million5.2%31 March 2026passive, institutional (13d-1(b))EDGAR
26 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
13 February 202613G/ACapital World Investors and 1 other36.4 million11.5%31 December 2025passive, institutional (13d-1(b))EDGAR
13 February 202613G/AMatthew Prince and 1 other26.3 million7.7%31 December 2025passive, other (13d-1(d))EDGAR
12 February 202613G/AMorgan Stanley and 3 others16.8 million5.3%31 December 2025passive, institutional (13d-1(b))EDGAR
5 February 202613G/ABaillie Gifford & Co and 1 other16.8 million5.3%31 December 2025passive, institutional (13d-1(b))EDGAR
12 November 202513G/ABaillie Gifford & Co and 1 other21.8 million7.0%30 September 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
30 September 2026544$352.26SEC
28 September 202685$349.02SEC
17 September 202640$324.65SEC
8 September 2026248$278.92SEC
1 September 202632,760$305.11SEC
31 August 202632,860$299.84SEC
28 August 202632,760$308.23SEC
27 August 202632,891$284.89SEC
26 August 202632,891$277.58SEC
25 August 202632,896$280.35SEC
24 August 202637,191$293.14SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 37,191 on 24 August 2026. A fail is an operational fact about settlement, not a position.