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

13F holders, Q2 2025 (June 30)
8holders −2
2new positions
4sold out
$1.18avg. 13F price*

At the end of Q2 2025, 8 institutions reported holding Cloudflare Inc. (net 0 08/15/26) in their 13F filings, down 2 from Q1 2025. 2 opened new positions and 4 sold out. The largest holders were Mizuho Securities USA LLC ($15.4M), BNP PARIBAS ASSET MANAGEMENT Holding S.A. ($6.9M) and Oppenheimer Asset Management Inc. ($217K).

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions2$21K
Exits4$27.7M

All 13F filers, Q1 2025 → Q2 2025: 2,921,000 shares bought and 11,869,398 shares sold, net −8,948,398 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Mizuho Securities USA LLC 0.33% — 13,003,000 $15.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +96.7% 5,900,000 $6.9M
Oppenheimer Asset Management Inc. 0.00% Reduce -0.5% 183,000 $217K
Stephens Inc. 0.00% Add +3.5% 59,000 $70K
&partners 0.00% New 14,000 $15K
Brighton Jones LLC 0.00% No change 12,000 $14K
Boussard & Gavaudan Investment Management LLP 0.00% New 5,000 $6K
Rothschild Investment LLC 0.00% No change 3,000 $4K

"% 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.