Cloudflare Inc. (net 0 08/15/26)
13F holders, Q4 2025 (December 31)16holders +3
6new positions
3sold out
$1.17avg. 13F price*
At the end of Q4 2025, 16 institutions reported holding Cloudflare Inc. (net 0 08/15/26) in their 13F filings, up 3 from Q3 2025. 6 opened new positions and 3 sold out. The largest holders were Ovata Capital Management Ltd ($39.0M), Mizuho Securities USA LLC ($19.7M) and BNP PARIBAS ASSET MANAGEMENT Holding S.A. ($7.6M).
- Company
- Cloudflare Inc. (net 0 08/15/26)
- CUSIP
- 18915MAC1
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $42.0M |
| Exits | 3 | $25.1M |
All 13F filers, Q3 2025 → Q4 2025: 37,129,275 shares bought and 240,811 shares sold, net +36,888,464 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Ovata Capital Management Ltd | 4.74% | New | 33,245,000 | $39.0M |
| Mizuho Securities USA LLC | 0.33% | Add +4.8% | 16,767,000 | $19.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +9.6% | 6,465,000 | $7.6M |
| State of Wisconsin Investment Board | 0.01% | No change | 3,000,000 | $3.5M |
| Cantor Fitzgerald, L. P. | 0.09% | New | 2,500,000 | $2.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -33.3% | 200,000 | $237K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -0.5% | 185,000 | $217K |
| Stephens Inc. | 0.00% | No change | 59,000 | $69K |
| NewEdge Advisors, LLC | 0.00% | New | 25,000 | $29K |
| MML Investors Services, LLC | 0.00% | New | 19,000 | $22K |
| &partners | 0.00% | No change | 16,000 | $19K |
| Boussard & Gavaudan Investment Management LLP | 0.00% | Add +25.0% | 15,000 | $18K |
| CoreCap Advisors, LLC | 0.00% | New | 5,000 | $6K |
| Rothschild Investment LLC | 0.00% | No change | 3,000 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,000 | $1K |
| Oddo BHF Asset Management Sas | 0.00% | New | 275 | $325 |
"% 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.