Cloudflare Inc. Class ANET

13F holders, Q3 2024 (September 30)
680holders +28
79new positions
52sold out
8famous investors
$81.00avg. 13F price*

At the end of Q3 2024, 680 institutions reported holding Cloudflare Inc. Class A (NET) in their 13F filings, up 28 from Q2 2024. 79 opened new positions and 52 sold out. The largest holders were Capital World Investors ($2.8B), Baillie Gifford & Co. ($2.6B) 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

05001,0001,500 Q1 2024: 708Q1 2024Q2 2024: 652Q2 2024Q3 2024: 680Q3 2024Q4 2024: 771Q4 2024Q1 2025: 873Q1 2025Q2 2025: 946Q2 2025Q3 2025: 1,039Q3 2025Q4 2025: 1,092Q4 2025Q1 2026: 1,139Q1 2026Q2 2026: 1,227Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions79$117.3M
Exits52$72.8M

All 13F filers, Q2 2024 → Q3 2024: 11,817,935 shares bought and 11,082,155 shares sold, net +735,780 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 680 holders

Capital World Investors 0.44% Add +5.4% 35,148,892 $2.8B
Baillie Gifford & Co. 1.97% Reduce -0.7% 32,510,592 $2.6B
Vanguard Group Inc. 0.04% Add +1.8% 30,366,932 $2.5B
Morgan Stanley 0.14% Reduce -8.6% 24,489,701 $2.0B
BlackRock, Inc. 0.03% — 18,093,133 $1.5B
FMR LLC 0.06% Reduce -7.2% 12,189,995 $986.0M
State Street Corp. 0.02% Add +1.4% 6,391,355 $517.0M
Sands Capital Management, LLC 1.56% Reduce -1.9% 6,344,384 $513.2M
First Trust Advisors LP 0.44% Reduce -17.2% 5,679,308 $459.4M
Geode Capital Management, LLC 0.03% Add +2.6% 4,834,558 $390.1M
Legal & General Group Plc 0.08% Add +17.7% 3,600,869 $291.3M
Polar Capital Holdings Plc 1.40% Add +22.9% 3,595,505 $290.8M
Voya Investment Management LLC 0.31% Add +11.8% 3,132,004 $253.3M
Marshall Wace, LLP 0.31% Add +87.3% 2,901,135 $234.7M
1832 Asset Management L.P. 0.35% Add +17.8% 2,546,100 $206.0M
Franklin Resources Inc. 0.05% Reduce -6.6% 2,018,032 $189.2M
Gilder Gagnon Howe & Co. LLC 2.21% Reduce -1.9% 2,287,099 $185.0M
Norges Bank 0.03% Add +8.0% 2,218,643 $179.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -0.9% 2,168,285 $175.4M
Northern Trust Corp. 0.02% Reduce -8.1% 1,629,379 $131.8M
Deutsche Bank AG 0.05% Add +0.6% 1,609,091 $130.2M
Sumitomo Mitsui Trust Group, Inc. 0.09% Reduce -3.7% 1,599,468 $129.4M
Squarepoint Ops LLC 0.39% Add +39.0% 1,446,157 $117.0M
Bank of New York Mellon Corp 0.02% Add +0.9% 1,262,731 $102.1M
Optimus Prime Fund Management Co., Ltd. 13.25% Add +4.2% 1,255,000 $101.5M
Royal Bank of Canada 0.02% Reduce -3.7% 1,241,743 $100.4M
American Century Companies Inc. 0.06% Reduce -11.1% 1,240,202 $100.3M
Strategy Capital LLC 9.40% Add +9.3% 1,207,968 $97.7M
Charles Schwab Investment Management Inc. 0.02% Add +2.7% 1,157,815 $93.7M
Mitsubishi UFJ Trust & Banking Corp 0.19% Reduce -4.6% 1,032,094 $83.5M
Two Sigma Investments, LP 0.18% Add +7.3% 976,312 $79.0M
Amova Asset Management Americas, Inc. 0.85% Reduce -6.3% 930,705 $75.3M
T. Rowe Price Associates Inc. 0.01% Add +21.6% 924,752 $74.8M
Two Sigma Advisers, LP 0.17% Reduce -14.8% 916,100 $74.1M
Swiss National Bank 0.05% Add +1.1% 893,600 $72.3M
Amundi 0.03% Add +53.2% 870,639 $71.2M
Goldman Sachs Group Inc. 0.01% Add +4.5% 859,221 $69.5M
Penserra Capital Management LLC 1.50% Reduce -11.8% 854,517 $69.1M
Baron Capital (BAMCO) 0.18% Reduce -1.6% 850,480 $68.8M
Bank of America Corp. 0.01% Reduce -11.4% 840,465 $68.0M
Citadel Advisors 0.06% Reduce -56.9% 706,117 $57.1M
Nuveen Asset Management, LLC 0.02% Reduce -18.4% 688,178 $55.7M
Kayne Anderson Rudnick Investment Management LLC 0.12% Add +45.5% 686,681 $55.5M
Peregrine Capital Management LLC 1.61% Reduce -0.9% 659,199 $53.3M
Holocene Advisors, LP 0.21% Reduce -18.3% 627,689 $50.8M
Bessemer Group Inc. 0.08% Add +2.1% 605,121 $48.9M
California Public Employees Retirement System 0.03% Reduce -1.5% 492,805 $39.9M
AQR Capital Management 0.05% Add +5578.2% 481,569 $38.8M
California State Teachers Retirement System 0.04% Add +0.6% 473,043 $38.3M
National Pension Service 0.04% Add +0.9% 471,923 $38.2M
UBS Group AG 0.01% Add +3.0% 408,807 $33.1M
Barclays PLC 0.01% Add +72.1% 403,633 $32.6M
Grandeur Peak Global Advisors, LLC 2.71% Reduce -2.3% 403,410 $32.6M
Rhumbline Advisers 0.03% Add +0.3% 400,059 $32.4M
SW Investment Management LLC 8.55% No change 400,000 $32.4M
SpiderRock Advisors, LLC 0.69% Add +0.0% 398,954 $32.3M
Long Walk Management LP 12.46% Reduce -0.3% 372,250 $30.1M
CANADA LIFE ASSURANCE Co 0.05% Add +8.2% 369,422 $29.9M
Allen Investment Management, LLC 0.35% Add +43.1% 364,917 $29.5M
Man Group plc 0.09% Reduce -3.8% 363,608 $29.4M
Ameriprise Financial Inc. 0.01% Reduce -27.1% 357,640 $28.9M
Schonfeld Strategic Advisors LLC 0.23% Add +55.9% 355,963 $28.8M
ARK Investment Management 0.26% Reduce -11.3% 350,459 $28.3M
Dimensional Fund Advisors LP 0.01% Add +5.0% 343,150 $27.8M
AEGON ASSET MANAGEMENT UK Plc 0.37% Reduce -1.0% 338,397 $27.4M
Schroder Investment Management Group 0.03% Add +126.5% 328,159 $26.8M
Whetstone Capital Advisors, LLC 12.60% Reduce -0.6% 323,272 $26.1M
WIM INVESTMENT MANAGEMENT Ltd 10.76% — 316,332 $25.6M
LBP Am SA 0.38% New 312,671 $25.3M
State Board of Administration of Florida Retirement System 0.05% Reduce -1.3% 297,338 $24.1M
Millennium Management 0.02% Add +65.0% 296,470 $24.0M
JPMorgan Chase & Co. 0.00% Reduce -43.1% 285,208 $23.1M
Los Angeles Capital Management LLC 0.09% Add +70.5% 280,826 $22.7M
Bank of Montreal 0.01% Reduce -22.0% 273,028 $22.3M
Invesco Ltd. 0.00% Add +2.1% 274,862 $22.2M
Ensign Peak Advisors, Inc 0.04% Reduce -10.9% 269,158 $21.8M
Wells Fargo & Company 0.01% Add +26.9% 268,761 $21.7M
Vontobel Holding Ltd. 0.07% Reduce -17.0% 262,781 $21.3M
NZS Capital, LLC 0.82% Add +1.8% 260,637 $21.1M
Hartline Investment Corp./ 2.63% Add +7.6% 260,379 $21.1M
Pinebridge Investments, L.P. 0.16% Reduce -14.7% 259,255 $21.0M
HSBC Holdings PLC 0.01% Add +12.4% 257,370 $20.7M
Glynn Capital Management LLC 4.65% Add +24.1% 251,108 $20.3M
Asset Management One Co., Ltd. 0.07% Add +1.0% 238,410 $19.3M
Capital Fund Management S.A. 0.21% Reduce -34.1% 236,102 $19.1M
Citigroup Inc. 0.02% Add +74.4% 213,209 $17.2M
Alberta Investment Management Corp 0.15% Add +12.8% 204,905 $16.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Reduce -30.1% 198,388 $16.0M
Teachers Retirement System of the State of Kentucky 0.14% No change 192,381 $15.6M
Liontrust Investment Partners LLP 0.22% No change 184,368 $15.3M
New York State Common Retirement Fund 0.02% Reduce -16.0% 185,663 $15.0M
Sei Investments Co. 0.02% Add +44.2% 183,892 $14.9M
Handelsbanken Fonder AB 0.06% Reduce -6.8% 183,212 $14.8M
Capital International Sarl 0.36% Add +25.6% 173,378 $14.0M
Renaissance Technologies 0.02% Add +90.8% 171,900 $13.9M
State of Wisconsin Investment Board 0.03% Add +7.5% 169,996 $13.8M
Carnegie Investment Counsel 0.40% Add +2.1% 168,803 $13.7M
RPG Investment Advisory, LLC 1.93% Add +1.2% 167,017 $13.5M
Kodai Capital Management LP 0.28% New 166,604 $13.5M
Envestnet Asset Management Inc. 0.00% Reduce -15.3% 165,749 $13.4M

"% of holder's portfolio" is NET's weight in each manager's 13F, not the share of Cloudflare Inc. Class A the manager owns.

Show all 680 holders