Cloudflare Inc. Class ANET
13F holders, Q2 2026 (June 30)1,227holders +88
204new positions
116sold out
12famous investors
$245.17avg. 13F price*
At the end of Q2 2026, 1,227 institutions reported holding Cloudflare Inc. Class A (NET) in their 13F filings, up 88 from Q1 2026. 204 opened new positions and 116 sold out. The largest holders were Capital World Investors ($6.0B), BlackRock, Inc. ($5.3B) and Vanguard Portfolio Management LLC ($4.1B). 12 famous investors held it, including David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio), Cathie Wood (0.3% of ARK Investment Management's portfolio) and Cliff Asness (0.2% of AQR Capital Management's portfolio).
- Company
- Cloudflare Inc. Class A
- CUSIP
- 18915M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 204 | $1.5B |
| Exits | 116 | $604.3M |
All 13F filers, Q1 2026 → Q2 2026: 23,644,084 shares bought and 19,633,148 shares sold, net +4,010,936 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,227 holders
| Capital World Investors | 0.71% | Add +7.0% | 24,325,692 | $6.0B |
| BlackRock, Inc. | 0.08% | Add +2.4% | 21,598,907 | $5.3B |
| Vanguard Portfolio Management LLC | 0.19% | Add +4.9% | 16,819,726 | $4.1B |
| Morgan Stanley | 0.20% | Reduce -3.9% | 15,258,327 | $3.7B |
| Baillie Gifford & Co. | 3.25% | Reduce -8.3% | 14,598,594 | $3.6B |
| Vanguard Capital Management LLC | 0.08% | Add +5.2% | 14,430,365 | $3.5B |
| FMR LLC | 0.14% | Reduce -6.7% | 12,655,471 | $3.1B |
| Capital International Investors | 0.56% | Add +0.8% | 10,981,005 | $2.7B |
| State Street Corp. | 0.05% | Add +3.4% | 7,420,765 | $1.8B |
| Geode Capital Management, LLC | 0.08% | Reduce -0.5% | 5,963,905 | $1.5B |
| Jennison Associates LLC | 0.80% | Add +23.3% | 5,419,068 | $1.3B |
| JPMorgan Chase & Co. | 0.08% | Reduce -10.7% | 5,269,562 | $1.3B |
| American Century Companies Inc. | 0.47% | Add +18.2% | 4,286,156 | $1.1B |
| Wellington Management Group LLP | 0.17% | Add +0.9% | 4,048,753 | $993.1M |
| First Trust Advisors LP | 0.54% | Reduce -0.5% | 3,756,643 | $921.4M |
| Franklin Resources Inc. | 0.20% | Add +11.3% | 3,729,976 | $914.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.71% | Reduce -18.3% | 3,677,783 | $902.1M |
| Norges Bank | 0.09% | — | 3,596,888 | $882.2M |
| Sands Capital Management, LLC | 2.95% | Reduce -11.5% | 3,239,504 | $794.6M |
| Invesco Ltd. | 0.06% | Reduce -0.3% | 3,103,792 | $761.3M |
| Goldman Sachs Group Inc. | 0.08% | Add +25.3% | 3,071,969 | $753.5M |
| Legal & General Group Plc | 0.14% | Reduce -10.6% | 2,641,523 | $647.9M |
| Two Sigma Investments, LP | 0.50% | Reduce -8.3% | 2,586,183 | $634.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.11% | Reduce -4.9% | 2,418,577 | $593.2M |
| Voya Investment Management LLC | 0.57% | Reduce -19.4% | 2,322,031 | $569.3M |
| Bank of America Corp. | 0.03% | Add +6.8% | 2,208,432 | $541.7M |
| Northern Trust Corp. | 0.06% | Add +4.9% | 2,100,022 | $515.1M |
| AQR Capital Management | 0.18% | Add +128.9% | 2,076,835 | $509.4M |
| Vanguard Fiduciary Trust Co. | 0.11% | Add +3.1% | 2,063,824 | $506.2M |
| D. E. Shaw & Co. | 0.32% | Add +51.3% | 1,947,802 | $477.8M |
| T. Rowe Price Investment Management, Inc. | 0.30% | New | 1,892,593 | $464.2M |
| Royal Bank of Canada | 0.08% | Add +14.6% | 1,841,879 | $451.8M |
| Pictet Asset Management Holding SA | 0.42% | Add +30.1% | 1,798,113 | $441.0M |
| Charles Schwab Investment Management Inc. | 0.06% | Add +11.4% | 1,795,993 | $440.5M |
| Gilder Gagnon Howe & Co. LLC | 4.22% | Reduce -6.2% | 1,668,352 | $409.2M |
| Deutsche Bank AG | 0.11% | Add +1.8% | 1,604,234 | $393.5M |
| Amundi | 0.09% | Reduce -6.8% | 1,591,632 | $390.4M |
| Massachusetts Financial Services Co. | 0.12% | Add +7.6% | 1,578,485 | $387.1M |
| T. Rowe Price Associates Inc. | 0.04% | Add +10.7% | 1,544,713 | $378.9M |
| Polar Capital Holdings Plc | 0.86% | Add +6.6% | 1,240,516 | $304.3M |
| Strategy Capital LLC | 16.72% | Reduce -2.9% | 1,106,100 | $271.3M |
| Marshall Wace, LLP | 0.22% | Add +8.0% | 1,065,580 | $261.4M |
| Bank of New York Mellon Corp | 0.04% | Add +0.1% | 1,045,642 | $256.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.14% | Reduce -7.1% | 997,856 | $244.8M |
| Menora Mivtachim Holdings LTD. | 0.94% | New | 983,250 | $241.2M |
| National Pension Service | 0.15% | Add +1.6% | 959,987 | $235.5M |
| UBS Group AG | 0.04% | Reduce -23.9% | 957,879 | $234.9M |
| Clearbridge Investments, LLC | 0.19% | Add +7516.0% | 912,622 | $223.8M |
| Raymond James Financial Inc. | 0.06% | Reduce -3.3% | 909,543 | $223.1M |
| HSBC Holdings PLC | 0.10% | Add +51.4% | 880,981 | $217.4M |
| Swedbank AB | 0.19% | Reduce -5.0% | 881,457 | $216.2M |
| Swiss National Bank | 0.11% | Reduce -5.6% | 875,100 | $214.6M |
| Westfield Capital Management Co. LP | 0.67% | Add +54.3% | 835,502 | $204.9M |
| Nuveen, LLC | 0.05% | Add +11.0% | 816,850 | $200.4M |
| Penserra Capital Management LLC | 1.54% | Add +12.0% | 816,098 | $200.2M |
| Phoenix Financial Ltd. | 1.35% | Add +150.9% | 807,564 | $198.1M |
| Citigroup Inc. | 0.08% | Reduce -8.8% | 734,622 | $180.2M |
| Wells Fargo & Company | 0.03% | Add +16.0% | 714,505 | $175.3M |
| Balyasny Asset Management L.P. | 0.31% | Add +91.6% | 670,903 | $164.6M |
| Nomura Asset Management International Inc. | 0.24% | Reduce -4.2% | 646,279 | $158.5M |
| Squarepoint Ops LLC | 0.31% | Add +9.8% | 638,961 | $156.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.10% | Add +13.4% | 614,819 | $150.8M |
| Neuberger Berman Group LLC | 0.10% | Add +19.6% | 606,033 | $148.6M |
| Lord, Abbett & Co. LLC | 0.36% | Reduce -50.2% | 494,215 | $121.2M |
| Citadel Advisors | 0.07% | Reduce -74.7% | 491,046 | $120.4M |
| Ameriprise Financial Inc. | 0.02% | Reduce -13.1% | 490,016 | $120.2M |
| Artisan Partners Limited Partnership | 0.20% | Reduce -26.7% | 489,716 | $120.1M |
| Fred Alger Management, LLC | 0.39% | Reduce -10.8% | 480,127 | $117.8M |
| CIBC Bancorp USA Inc. | 0.14% | Reduce -3.6% | 476,845 | $116.9M |
| Baron Capital (BAMCO) | 0.17% | Add +3.1% | 471,598 | $115.7M |
| Daiwa Securities Group Inc. | 0.26% | Add +967.3% | 468,324 | $114.9M |
| California State Teachers Retirement System | 0.11% | Add +0.3% | 467,067 | $114.6M |
| Canada Pension Plan Investment Board | 0.06% | Add +230.2% | 457,160 | $112.1M |
| Qube Research & Technologies Ltd | 0.12% | New | 454,589 | $111.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.23% | Reduce -14.9% | 435,009 | $106.7M |
| Jane Street Group, LLC | 0.07% | Reduce -72.9% | 432,774 | $106.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.11% | Add +4.5% | 426,318 | $104.6M |
| Credit Agricole S A | 0.26% | Add +3.7% | 417,945 | $102.5M |
| Allspring Global Investments Holdings, LLC | 0.15% | Reduce -1.1% | 406,656 | $100.2M |
| Mariner, LLC | 0.10% | Reduce -7.1% | 403,320 | $98.6M |
| Rhumbline Advisers | 0.07% | Add +0.2% | 399,259 | $97.9M |
| Victory Capital Management Inc. | 0.05% | Add +2.1% | 393,058 | $96.4M |
| Royal London Asset Management Ltd. | 0.17% | Add +89.9% | 386,929 | $94.9M |
| Tremblant Capital Group | 2.71% | Add +30.9% | 384,993 | $94.4M |
| Peregrine Capital Management LLC | 3.07% | Reduce -4.3% | 384,759 | $94.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.05% | Add +9.6% | 377,513 | $92.6M |
| California Public Employees Retirement System | 0.05% | Reduce -5.5% | 369,762 | $90.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.28% | Reduce -31.5% | 367,585 | $90.2M |
| Bessemer Group Inc. | 0.12% | Reduce -1.8% | 357,676 | $87.7M |
| Amova Asset Management Americas, Inc. | 1.12% | Reduce -15.7% | 353,182 | $86.6M |
| Whittier Trust Co. | 0.84% | Add +1.1% | 344,815 | $85.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.9% | 343,178 | $84.2M |
| USS Investment Management Ltd | 0.32% | Add +11.6% | 330,566 | $81.1M |
| Allen Investment Management, LLC | 0.96% | Reduce -4.3% | 328,347 | $80.5M |
| Worldquant Millennium Advisors LLC | 0.28% | New | 327,943 | $80.4M |
| Susquehanna International Group, LLP | 0.07% | Reduce -11.8% | 320,307 | $78.6M |
| CANADA LIFE ASSURANCE Co | 0.12% | Add +0.7% | 313,236 | $76.9M |
| Nomura Asset Management Co. Ltd. | 0.16% | Add +15.7% | 311,231 | $76.3M |
| Capital International Sarl | 1.07% | Add +10.7% | 308,809 | $75.7M |
| Alyeska Investment Group, L.P. | 0.19% | New | 308,200 | $75.6M |
"% of holder's portfolio" is NET's weight in each manager's 13F, not the share of Cloudflare Inc. Class A the manager owns.