Cloudflare Inc. Class ANET
13F holders, Q2 2024 (June 30)652holders −56
64new positions
117sold out
8famous investors
$82.82avg. 13F price*
At the end of Q2 2024, 652 institutions reported holding Cloudflare Inc. Class A (NET) in their 13F filings, down 56 from Q1 2024. 64 opened new positions and 117 sold out. The largest holders were Capital World Investors ($2.8B), Baillie Gifford & Co. ($2.7B) and Vanguard Group Inc. ($2.5B). 8 famous investors held it, including Cathie Wood (0.3% of ARK Investment Management's portfolio), Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio) and Ken Griffin (0.1% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $117.4M |
| Exits | 117 | $304.9M |
All 13F filers, Q1 2024 → Q2 2024: 22,478,581 shares bought and 16,273,678 shares sold, net +6,204,903 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 652 holders
| Capital World Investors | 0.45% | Add +18.5% | 33,339,862 | $2.8B |
| Baillie Gifford & Co. | 2.11% | Add +8.5% | 32,722,670 | $2.7B |
| Vanguard Group Inc. | 0.05% | Add +4.4% | 29,831,345 | $2.5B |
| Morgan Stanley | 0.17% | Reduce -3.8% | 26,791,179 | $2.2B |
| BlackRock Inc. | 0.03% | Add +4.4% | 17,770,401 | $1.5B |
| FMR LLC | 0.07% | Reduce -13.1% | 13,136,026 | $1.1B |
| First Trust Advisors LP | 0.58% | Add +33.5% | 6,856,815 | $568.0M |
| Sands Capital Management, LLC | 1.57% | Add +0.0% | 6,469,002 | $535.8M |
| State Street Corp. | 0.02% | Add +1.1% | 6,302,137 | $522.0M |
| Geode Capital Management, LLC | 0.03% | Add +4.5% | 4,712,748 | $389.8M |
| Legal & General Group Plc | 0.07% | Reduce -1.0% | 3,059,963 | $253.5M |
| Polar Capital Holdings Plc | 1.44% | Add +15.0% | 2,925,922 | $242.4M |
| Voya Investment Management LLC | 0.26% | Add +0.8% | 2,802,187 | $232.1M |
| Gilder Gagnon Howe & Co. LLC | 2.42% | Reduce -1.3% | 2,331,304 | $193.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +79.9% | 2,188,403 | $181.3M |
| Franklin Resources Inc. | 0.06% | Add +2.7% | 2,161,291 | $179.0M |
| 1832 Asset Management L.P. | 0.32% | Reduce -17.6% | 2,160,835 | $179.0M |
| Norges Bank | 0.03% | Add +55.6% | 2,054,340 | $170.2M |
| Northern Trust Corp. | 0.02% | Add +4.7% | 1,772,801 | $146.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.10% | Add +1.2% | 1,661,425 | $137.6M |
| Citadel Advisors | 0.14% | Add +2114.2% | 1,639,258 | $135.8M |
| Deutsche Bank AG | 0.06% | Add +1.1% | 1,598,911 | $132.4M |
| Marshall Wace, LLP | 0.18% | Add +123.4% | 1,548,535 | $128.3M |
| American Century Companies Inc. | 0.07% | Add +24.8% | 1,394,732 | $115.5M |
| Royal Bank of Canada | 0.03% | Reduce -1.7% | 1,289,797 | $106.8M |
| Bank of New York Mellon Corp | 0.02% | Add +3.0% | 1,251,670 | $103.7M |
| Optimus Prime Fund Management Co., Ltd. | 11.75% | No change | 1,205,000 | $99.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.2% | 1,127,855 | $93.4M |
| Strategy Capital LLC | 8.99% | Reduce -19.4% | 1,105,610 | $91.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.21% | Reduce -7.5% | 1,081,979 | $89.6M |
| Two Sigma Advisers, LP | 0.20% | Reduce -52.1% | 1,075,300 | $89.1M |
| Squarepoint Ops LLC | 0.33% | Reduce -26.9% | 1,039,999 | $86.1M |
| Amova Asset Management Americas, Inc. | 0.95% | Add +6.4% | 992,905 | $82.2M |
| Penserra Capital Management LLC | 1.02% | Add +16.0% | 969,278 | $80.3M |
| Bank of America Corp. | 0.01% | Add +5.0% | 948,679 | $78.6M |
| Two Sigma Investments, LP | 0.18% | Reduce -50.0% | 909,681 | $75.3M |
| Swiss National Bank | 0.05% | Reduce -0.4% | 883,500 | $73.2M |
| Baron Capital (BAMCO) | 0.20% | Add +2.3% | 864,163 | $71.6M |
| Nuveen Asset Management, LLC | 0.02% | Add +14.6% | 843,907 | $69.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +4.7% | 822,472 | $68.1M |
| Holocene Advisors, LP | 0.27% | Add +748.6% | 767,817 | $63.6M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -13.1% | 760,337 | $63.0M |
| Peregrine Capital Management LLC | 1.61% | Add +21.2% | 664,945 | $55.1M |
| Bessemer Group Inc. | 0.09% | Reduce -0.5% | 592,538 | $49.1M |
| Amundi | 0.02% | Reduce -19.4% | 568,398 | $48.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -35.3% | 501,196 | $41.5M |
| California Public Employees Retirement System | 0.03% | Reduce -3.2% | 500,494 | $41.5M |
| Ameriprise Financial Inc. | 0.01% | Add +20.4% | 490,296 | $40.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.10% | Reduce 0.0% | 472,100 | $39.1M |
| California State Teachers Retirement System | 0.05% | Add +5.0% | 470,336 | $39.0M |
| National Pension Service | 0.04% | Add +10.1% | 467,861 | $38.8M |
| Grandeur Peak Global Advisors, LLC | 2.73% | Add +23.1% | 412,999 | $34.2M |
| SW Investment Management LLC | 10.54% | No change | 400,000 | $33.1M |
| SpiderRock Advisors, LLC | 0.87% | Add +0.0% | 398,784 | $33.0M |
| Rhumbline Advisers | 0.03% | Add +0.9% | 398,696 | $33.0M |
| UBS Group AG | 0.01% | Add +5.3% | 397,102 | $32.9M |
| ARK Investment Management | 0.29% | Add +0.5% | 395,205 | $32.7M |
| Man Group plc | 0.09% | Reduce -15.4% | 377,884 | $31.3M |
| Long Walk Management LP | 14.61% | Add +82.2% | 373,500 | $30.9M |
| La Financiere DE L'echiquier | 1.35% | Reduce -2.6% | 372,600 | $30.9M |
| Capital Fund Management S.A. | 0.34% | Reduce -9.4% | 358,030 | $29.7M |
| Readystate Asset Management LP | 2.54% | Add +87.7% | 355,560 | $29.5M |
| Bank of Montreal | 0.01% | Add +60.9% | 350,173 | $29.1M |
| AEGON ASSET MANAGEMENT UK Plc | 0.40% | Add +60.7% | 341,707 | $28.3M |
| CANADA LIFE ASSURANCE Co | 0.05% | Add +3.2% | 341,484 | $28.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.5% | 326,853 | $27.1M |
| Whetstone Capital Advisors, LLC | 12.50% | Add +0.7% | 325,248 | $26.9M |
| Vontobel Holding Ltd. | 0.09% | Add +3.4% | 316,528 | $26.2M |
| Value Star Asset Management (Hong Kong) Ltd | 9.71% | Reduce -10.3% | 316,332 | $26.2M |
| Pinebridge Investments, L.P. | 0.20% | Reduce -12.9% | 304,065 | $25.2M |
| Fred Alger Management, LLC | 0.12% | Add +27.6% | 302,718 | $25.1M |
| Ensign Peak Advisors, Inc | 0.05% | Reduce -52.7% | 302,205 | $25.0M |
| State Board of Administration of Florida Retirement System | 0.05% | Add +0.2% | 301,358 | $25.0M |
| Balyasny Asset Management L.P. | 0.07% | Add +95.0% | 301,228 | $25.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +10.4% | 283,763 | $23.5M |
| Invesco Ltd. | 0.00% | Reduce -82.9% | 269,091 | $22.3M |
| APG Asset Management N.V. | 0.04% | Add +7.8% | 274,626 | $21.2M |
| NZS Capital, LLC | 0.87% | Add +4.8% | 256,110 | $21.2M |
| Allen Investment Management, LLC | 0.26% | Add +30.4% | 254,947 | $21.1M |
| Hartline Investment Corp./ | 2.69% | New | 241,953 | $20.0M |
| Asset Management One Co., Ltd. | 0.07% | Add +6.1% | 236,122 | $19.6M |
| Barclays PLC | 0.01% | Reduce -42.0% | 234,536 | $19.4M |
| HSBC Holdings PLC | 0.01% | Reduce -23.2% | 228,934 | $19.0M |
| Schonfeld Strategic Advisors LLC | 0.15% | Add +751.5% | 228,401 | $18.9M |
| New York State Common Retirement Fund | 0.02% | Add +2.9% | 221,063 | $18.3M |
| Wells Fargo & Company | 0.00% | Reduce -6.1% | 211,723 | $17.5M |
| Glynn Capital Management LLC | 3.38% | New | 202,407 | $16.8M |
| Handelsbanken Fonder AB | 0.07% | Add +20.2% | 196,638 | $16.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.5% | 195,791 | $16.2M |
| Teachers Retirement System of the State of Kentucky | 0.14% | Add +13.5% | 192,381 | $15.9M |
| Liontrust Investment Partners LLP | 0.22% | New | 184,368 | $15.3M |
| Alberta Investment Management Corp | 0.17% | Add +14.1% | 181,705 | $15.1M |
| Millennium Management | 0.01% | Add +141.7% | 179,708 | $14.9M |
| Berkshire Capital Holdings Inc. | 6.01% | Add +1795400.0% | 179,550 | $14.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.8% | 167,915 | $13.9M |
| Twin Tree Management, LP | 0.41% | New | 167,047 | $13.8M |
| Carnegie Investment Counsel | 0.43% | Add +6.5% | 165,268 | $13.7M |
| RPG Investment Advisory, LLC | 2.02% | Add +0.3% | 165,016 | $13.7M |
| 12 West Capital Management LP | 1.41% | No change | 165,000 | $13.7M |
| Los Angeles Capital Management LLC | 0.05% | Reduce -63.7% | 164,696 | $13.6M |
"% of holder's portfolio" is NET's weight in each manager's 13F, not the share of Cloudflare Inc. Class A the manager owns.