Cloudflare Inc. Class ANET
13F holders, Q1 2024 (March 31)708holders
8famous investors
$96.74avg. 13F price*
At the end of Q1 2024, 708 institutions reported holding Cloudflare Inc. Class A (NET) in their 13F filings. The largest holders were Baillie Gifford & Co. ($2.9B), Vanguard Group Inc. ($2.8B) and Capital World Investors ($2.7B). 8 famous investors held it, including George Soros (0.7% of Soros Fund Management's portfolio), Cathie Wood (0.3% of ARK Investment Management's portfolio) and Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio).
- Company
- Cloudflare Inc. Class A
- CUSIP
- 18915M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $268.6M |
| Exits | 73 | $157.1M |
Ownership 708 holders
| Baillie Gifford & Co. | 2.27% | Reduce -2.6% | 30,147,274 | $2.9B |
| Vanguard Group Inc. | 0.05% | Add +1.5% | 28,572,053 | $2.8B |
| Capital World Investors | 0.45% | Add +2.1% | 28,128,522 | $2.7B |
| Morgan Stanley | 0.22% | Reduce -8.3% | 27,849,275 | $2.7B |
| BlackRock Inc. | 0.04% | Add +2.2% | 17,022,576 | $1.6B |
| FMR LLC | 0.10% | Add +3.5% | 15,120,480 | $1.5B |
| Sands Capital Management, LLC | 1.75% | Reduce -39.0% | 6,466,122 | $626.1M |
| State Street Corp. | 0.03% | Add +3.1% | 6,233,539 | $603.6M |
| First Trust Advisors LP | 0.51% | Add +2.5% | 5,135,170 | $497.2M |
| Geode Capital Management, LLC | 0.04% | Add +4.7% | 4,509,955 | $435.9M |
| Legal & General Group Plc | 0.09% | Reduce -6.7% | 3,092,205 | $299.4M |
| Voya Investment Management LLC | 0.30% | Reduce -7.8% | 2,781,213 | $269.3M |
| 1832 Asset Management L.P. | 0.46% | Reduce -10.1% | 2,622,400 | $253.9M |
| Polar Capital Holdings Plc | 1.30% | Add +248.6% | 2,545,244 | $246.5M |
| Gilder Gagnon Howe & Co. LLC | 2.86% | Reduce -3.7% | 2,362,091 | $228.7M |
| Two Sigma Advisers, LP | 0.50% | Add +13.1% | 2,246,500 | $217.5M |
| Franklin Resources Inc. | 0.07% | Reduce -13.1% | 2,104,909 | $203.8M |
| Two Sigma Investments, LP | 0.45% | Reduce -13.8% | 1,817,647 | $176.0M |
| Northern Trust Corp. | 0.03% | Reduce -1.2% | 1,692,878 | $163.9M |
| Voloridge Investment Management, LLC | 0.59% | Add +66.8% | 1,663,499 | $161.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.11% | Reduce -2.2% | 1,641,979 | $159.0M |
| Deutsche Bank AG | 0.07% | Add +16.4% | 1,581,240 | $153.1M |
| Invesco Ltd. | 0.03% | Add +42.1% | 1,577,424 | $152.7M |
| Squarepoint Ops LLC | 0.57% | Add +238.3% | 1,423,279 | $137.8M |
| Strategy Capital LLC | 13.48% | Add +2.1% | 1,370,876 | $132.7M |
| Norges Bank | 0.02% | Reduce -50.5% | 1,320,255 | $127.8M |
| Royal Bank of Canada | 0.03% | Reduce -6.3% | 1,312,515 | $127.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +4.5% | 1,216,422 | $117.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -7.2% | 1,215,786 | $117.7M |
| Optimus Prime Fund Management Co., Ltd. | 11.65% | Add +29.6% | 1,205,000 | $116.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.26% | Reduce -8.1% | 1,169,881 | $113.3M |
| American Century Companies Inc. | 0.07% | Reduce -8.0% | 1,117,504 | $108.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +4.0% | 1,072,433 | $103.8M |
| Credit Suisse AG/ | 0.10% | Reduce -6.3% | 1,039,634 | $100.7M |
| Amova Asset Management Americas, Inc. | 0.90% | Reduce -6.8% | 932,834 | $90.3M |
| Bank of America Corp. | 0.01% | Add +0.6% | 903,699 | $87.5M |
| Swiss National Bank | 0.06% | Add +2.0% | 886,900 | $85.9M |
| T. Rowe Price Associates Inc. | 0.01% | Add +20.7% | 875,183 | $84.7M |
| Baron Capital (BAMCO) | 0.22% | Reduce -9.7% | 845,046 | $81.8M |
| Penserra Capital Management LLC | 1.02% | Add +3734.6% | 835,596 | $80.9M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -15.0% | 785,811 | $76.1M |
| JPMorgan Chase & Co. | 0.01% | Add +342.2% | 774,130 | $75.0M |
| Qube Research & Technologies Ltd | 0.13% | Add +117.4% | 759,109 | $73.5M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -10.9% | 736,523 | $71.3M |
| Marshall Wace, LLP | 0.11% | Add +33.3% | 693,201 | $67.1M |
| Ensign Peak Advisors, Inc | 0.11% | Add +7.1% | 638,706 | $61.8M |
| Amundi | 0.03% | Add +11.9% | 704,756 | $61.1M |
| Bessemer Group Inc. | 0.10% | Reduce -37.1% | 595,509 | $57.7M |
| Peregrine Capital Management LLC | 1.52% | Reduce -1.6% | 548,807 | $53.1M |
| California Public Employees Retirement System | 0.04% | Reduce -1.4% | 517,145 | $50.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.11% | Add +0.6% | 472,107 | $45.7M |
| Los Angeles Capital Management LLC | 0.15% | Add +140.8% | 453,651 | $43.9M |
| California State Teachers Retirement System | 0.05% | Add +4.8% | 447,813 | $43.4M |
| Man Group plc | 0.12% | Add +89.5% | 446,533 | $43.2M |
| National Pension Service | 0.05% | Reduce -3.4% | 425,090 | $41.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -18.8% | 407,050 | $39.4M |
| Barclays PLC | 0.02% | Add +30.9% | 404,596 | $39.2M |
| SW Investment Management LLC | 12.44% | Reduce -11.1% | 400,000 | $38.7M |
| Rhumbline Advisers | 0.04% | Add +1.3% | 395,301 | $38.3M |
| Capital Fund Management S.A. | 0.47% | Add +79.6% | 395,137 | $38.3M |
| ARK Investment Management | 0.26% | Reduce -10.8% | 393,380 | $38.1M |
| SpiderRock Advisors, LLC | 1.22% | — | 398,776 | $37.7M |
| La Financiere DE L'echiquier | 1.60% | Reduce -6.1% | 382,600 | $37.0M |
| UBS Group AG | 0.01% | Add +67.7% | 377,171 | $36.5M |
| Value Star Asset Management (Hong Kong) Ltd | 11.78% | No change | 352,800 | $34.2M |
| Pinebridge Investments, L.P. | 0.27% | Add +178.3% | 349,283 | $33.8M |
| Grandeur Peak Global Advisors, LLC | 2.58% | Reduce -26.8% | 335,406 | $32.5M |
| CANADA LIFE ASSURANCE Co | 0.06% | Reduce -13.1% | 330,781 | $32.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -7.3% | 330,272 | $32.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +13.9% | 325,393 | $31.5M |
| Whetstone Capital Advisors, LLC | 13.69% | Reduce -0.0% | 323,059 | $31.3M |
| Vontobel Holding Ltd. | 0.24% | Add +9.8% | 306,089 | $29.6M |
| HSBC Holdings PLC | 0.02% | Add +114.8% | 297,970 | $28.8M |
| Danske Bank A/S | 0.09% | — | 292,992 | $28.4M |
| Natixis | 0.16% | New | 292,619 | $28.3M |
| Trexquant Investment LP | 0.55% | Add +433.2% | 283,376 | $27.4M |
| Quadrature Capital Ltd | 0.46% | New | 275,057 | $26.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +3.1% | 256,984 | $24.9M |
| NZS Capital, LLC | 0.98% | Reduce -12.5% | 244,356 | $23.7M |
| Fred Alger Management, LLC | 0.11% | Add +144.3% | 237,189 | $23.0M |
| APG Asset Management N.V. | 0.04% | Add +26.1% | 254,705 | $22.8M |
| Wells Fargo & Company | 0.01% | Add +1.5% | 225,407 | $21.8M |
| Asset Management One Co., Ltd. | 0.08% | Add +4.4% | 222,609 | $21.6M |
| Bank of Montreal | 0.01% | Reduce -14.6% | 217,659 | $21.1M |
| New York State Common Retirement Fund | 0.03% | Reduce -15.6% | 214,814 | $20.8M |
| AEGON ASSET MANAGEMENT UK Plc | 0.31% | Reduce -35.1% | 212,583 | $20.6M |
| Long Walk Management LP | 9.90% | Add +34.0% | 205,000 | $19.9M |
| Allen Investment Management, LLC | 0.24% | No change | 195,490 | $18.9M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -4.0% | 300,714 | $18.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -6.1% | 191,109 | $18.5M |
| Readystate Asset Management LP | 0.99% | Reduce -9.3% | 189,440 | $18.3M |
| Caisse de depot et placement du Quebec | 0.04% | New | 186,470 | $18.1M |
| Soros Fund Management | 0.70% | New | 185,356 | $17.9M |
| Wellington Management Group LLP | 0.00% | New | 178,321 | $17.3M |
| Principal Financial Group Inc. | 0.01% | Add +129.5% | 174,459 | $16.9M |
| Cubist Systematic Strategies, LLC | 0.19% | Add +4.3% | 170,471 | $16.5M |
| Teachers Retirement System of the State of Kentucky | 0.15% | Add +8.1% | 169,481 | $16.4M |
| State of New Jersey Common Pension Fund D | 0.05% | Add +6.5% | 168,338 | $16.3M |
| 12 West Capital Management LP | 1.46% | No change | 165,000 | $16.0M |
| RPG Investment Advisory, LLC | 2.39% | Reduce -0.8% | 164,525 | $15.9M |
"% of holder's portfolio" is NET's weight in each manager's 13F, not the share of Cloudflare Inc. Class A the manager owns.