Cloudflare Inc. (net 0 08/15/26)

13F holders, Q1 2025 (March 31)
10holders
4new positions
4sold out
$1.43avg. 13F price*

At the end of Q1 2025, 10 institutions reported holding Cloudflare Inc. (net 0 08/15/26) in their 13F filings, unchanged from Q4 2024. 4 opened new positions and 4 sold out. The largest holders were Mizuho Securities USA LLC ($21.2M), Nomura Holdings Inc. ($15.9M) and Absolute Investment Advisers, LLC ($6.5M).

Company
Cloudflare Inc. (net 0 08/15/26)
CUSIP
18915MAC1
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 12Q1 2024Q2 2024: 13Q2 2024Q3 2024: 13Q3 2024Q4 2024: 10Q4 2024Q1 2025: 10Q1 2025Q2 2025: 8Q2 2025Q3 2025: 13Q3 2025Q4 2025: 16Q4 2025Q1 2026: 14Q1 2026Q2 2026: 10Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions4$5.5M
Exits4$985K

All 13F filers, Q4 2024 → Q1 2025: 14,292,000 shares bought and 2,086,651 shares sold, net +12,205,349 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 10 holders

Mizuho Securities USA LLC 0.46% Add +70.6% 21,324,000 $21.2M
Nomura Holdings Inc. 0.09% Reduce -27.1% 141,398 $15.9M
Absolute Investment Advisers, LLC 0.95% Reduce -13.3% 6,500,000 $6.5M
New York State Common Retirement Fund 0.01% New 4,959,000 $5.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% No change 3,000,000 $3.0M
Sei Investments Co. 0.00% New 268,000 $269K
Oppenheimer Asset Management Inc. 0.00% New 184,000 $185K
Stephens Inc. 0.00% New 57,000 $57K
Brighton Jones LLC 0.00% No change 12,000 $12K
Rothschild Investment LLC 0.00% No change 3,000 $3K

"% of holder's portfolio" is CLOUDFLARE INC (NET 0 08/15/26)'s weight in each manager's 13F, not the share of Cloudflare Inc. (net 0 08/15/26) the manager owns.