Cloudflare Inc. Class ANET
13F holders, Q3 2024 (September 30)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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $117.3M |
| Exits | 52 | $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.