Cloudflare Inc. Class ANET
13F holders, Q4 2024 (December 31)771holders +91
115new positions
60sold out
7famous investors
$107.72avg. 13F price*
At the end of Q4 2024, 771 institutions reported holding Cloudflare Inc. Class A (NET) in their 13F filings, up 91 from Q3 2024. 115 opened new positions and 60 sold out. The largest holders were Capital World Investors ($3.8B), Baillie Gifford & Co. ($3.4B) and Vanguard Group Inc. ($3.3B). 7 famous investors held it, including Steve Cohen (0.4% of Point72 Asset 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 115 | $407.8M |
| Exits | 60 | $114.9M |
All 13F filers, Q3 2024 → Q4 2024: 20,040,895 shares bought and 12,839,176 shares sold, net +7,201,719 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 771 holders
| Capital World Investors | 0.58% | Add +0.7% | 35,409,307 | $3.8B |
| Baillie Gifford & Co. | 2.64% | Reduce -1.9% | 31,884,160 | $3.4B |
| Vanguard Group Inc. | 0.06% | Reduce -0.2% | 30,298,059 | $3.3B |
| Morgan Stanley | 0.17% | Reduce -5.3% | 23,182,497 | $2.5B |
| BlackRock, Inc. | 0.04% | Add +10.6% | 20,013,653 | $2.2B |
| FMR LLC | 0.08% | Add +1.3% | 12,348,651 | $1.3B |
| Sands Capital Management, LLC | 2.47% | Add +22.4% | 7,766,054 | $836.2M |
| State Street Corp. | 0.03% | Add +1.8% | 6,507,711 | $700.9M |
| First Trust Advisors LP | 0.51% | Reduce -5.3% | 5,377,343 | $579.0M |
| Geode Capital Management, LLC | 0.04% | Add +1.4% | 4,903,219 | $527.0M |
| Legal & General Group Plc | 0.10% | Reduce -2.9% | 3,498,099 | $376.7M |
| Franklin Resources Inc. | 0.10% | Add +62.5% | 3,278,701 | $353.1M |
| 1832 Asset Management L.P. | 0.61% | Add +23.7% | 3,149,400 | $339.1M |
| Voya Investment Management LLC | 0.40% | Reduce -2.1% | 3,065,588 | $330.1M |
| Polar Capital Holdings Plc | 1.78% | Reduce -18.4% | 2,932,791 | $315.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Add +8.1% | 2,342,967 | $252.3M |
| Norges Bank | 0.03% | Add +4.5% | 2,317,462 | $249.5M |
| American Century Companies Inc. | 0.14% | Add +82.0% | 2,257,601 | $243.1M |
| Gilder Gagnon Howe & Co. LLC | 2.60% | Reduce -2.1% | 2,239,293 | $241.1M |
| UBS Group AG | 0.05% | Add +393.5% | 2,017,593 | $217.3M |
| Northern Trust Corp. | 0.03% | Add +13.5% | 1,849,143 | $199.1M |
| Marshall Wace, LLP | 0.22% | Reduce -43.6% | 1,635,262 | $176.1M |
| Deutsche Bank AG | 0.07% | Reduce -1.6% | 1,582,790 | $170.4M |
| Citadel Advisors | 0.16% | Add +123.7% | 1,579,828 | $170.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.11% | Reduce -7.7% | 1,475,823 | $158.9M |
| Point72 Asset Management | 0.42% | New | 1,407,054 | $151.5M |
| Bank of New York Mellon Corp | 0.03% | Add +1.9% | 1,286,372 | $138.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.5% | 1,221,760 | $131.6M |
| Royal Bank of Canada | 0.03% | Reduce -2.1% | 1,215,056 | $130.8M |
| Strategy Capital LLC | 10.23% | Reduce -3.4% | 1,167,240 | $125.7M |
| Invesco Ltd. | 0.02% | Add +292.5% | 1,078,921 | $116.2M |
| Squarepoint Ops LLC | 0.29% | Reduce -28.0% | 1,041,400 | $112.1M |
| Amundi | 0.04% | Add +5.8% | 920,864 | $106.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.25% | Reduce -5.9% | 971,471 | $104.6M |
| Fred Alger Management, LLC | 0.48% | Add +856.3% | 934,286 | $100.6M |
| Macquarie Group Ltd. | 0.12% | Add +1566.9% | 917,741 | $98.8M |
| Baron Capital (BAMCO) | 0.25% | Add +5.5% | 897,555 | $96.6M |
| Pictet Asset Management Holding SA | 0.10% | Add +454.6% | 879,088 | $94.7M |
| Swiss National Bank | 0.06% | Reduce -3.8% | 859,700 | $92.6M |
| Optimus Prime Fund Management Co., Ltd. | 9.74% | Reduce -32.7% | 845,000 | $91.0M |
| Amova Asset Management Americas, Inc. | 0.94% | Reduce -13.2% | 808,202 | $87.0M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -14.9% | 787,342 | $84.8M |
| Penserra Capital Management LLC | 1.51% | Reduce -10.7% | 763,133 | $82.2M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -11.8% | 757,883 | $81.6M |
| Lord, Abbett & Co. LLC | 0.26% | New | 734,457 | $79.1M |
| Nuveen Asset Management, LLC | 0.02% | Add +3.1% | 709,592 | $76.4M |
| Peregrine Capital Management LLC | 2.11% | Add +0.4% | 661,682 | $71.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.16% | Reduce -4.5% | 655,725 | $70.6M |
| Bank of America Corp. | 0.01% | Reduce -22.5% | 651,521 | $70.2M |
| Bessemer Group Inc. | 0.10% | Reduce -1.8% | 594,219 | $64.0M |
| Ameriprise Financial Inc. | 0.01% | Add +40.9% | 504,029 | $54.3M |
| California State Teachers Retirement System | 0.06% | Reduce -2.0% | 463,731 | $49.9M |
| California Public Employees Retirement System | 0.03% | Reduce -6.3% | 462,015 | $49.7M |
| Raymond James Financial Inc. | 0.02% | — | 443,709 | $47.8M |
| Balyasny Asset Management L.P. | 0.11% | Add +16715.9% | 439,062 | $47.3M |
| National Pension Service | 0.04% | Reduce -8.6% | 431,180 | $46.4M |
| Allen Investment Management, LLC | 0.52% | Add +13.7% | 414,733 | $44.7M |
| SW Investment Management LLC | 10.10% | No change | 400,000 | $43.1M |
| Rhumbline Advisers | 0.04% | Reduce -0.6% | 397,651 | $42.8M |
| AEGON ASSET MANAGEMENT UK Plc | 0.56% | Add +16.8% | 395,303 | $42.6M |
| CANADA LIFE ASSURANCE Co | 0.07% | Reduce -1.4% | 364,315 | $39.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +5.4% | 361,607 | $38.9M |
| Long Walk Management LP | 13.84% | Reduce -3.6% | 359,000 | $38.7M |
| ARK Investment Management | 0.31% | Reduce -0.2% | 349,850 | $37.7M |
| Schroder Investment Management Group | 0.03% | Reduce -0.1% | 327,914 | $35.8M |
| Two Sigma Investments, LP | 0.08% | Reduce -66.7% | 325,314 | $35.0M |
| Whetstone Capital Advisors, LLC | 13.04% | Reduce -1.6% | 318,067 | $34.2M |
| Capital Fund Management S.A. | 0.34% | Add +33.3% | 314,787 | $33.9M |
| LBP Am SA | 0.46% | No change | 312,671 | $33.7M |
| Parallax Volatility Advisers, L.P. | 0.84% | Add +387.3% | 305,581 | $32.9M |
| State Board of Administration of Florida Retirement System | 0.06% | Add +0.6% | 299,188 | $32.2M |
| Ensign Peak Advisors, Inc | 0.05% | Add +6.4% | 286,399 | $30.8M |
| Barclays PLC | 0.02% | Reduce -29.9% | 283,129 | $30.5M |
| NZS Capital, LLC | 1.27% | Add +6.5% | 277,652 | $29.9M |
| Hartline Investment Corp./ | 3.27% | Add +1.5% | 264,336 | $28.5M |
| Trexquant Investment LP | 0.33% | Add +127.7% | 260,210 | $28.0M |
| Grandeur Peak Global Advisors, LLC | 2.46% | Reduce -36.1% | 257,735 | $27.8M |
| Wells Fargo & Company | 0.01% | Reduce -7.7% | 248,003 | $26.7M |
| Alliancebernstein L.P. | 0.01% | Add +116.8% | 244,225 | $26.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +12.6% | 223,316 | $25.6M |
| WIM INVESTMENT MANAGEMENT Ltd | 8.77% | Reduce -25.0% | 237,249 | $25.5M |
| Asset Management One Co., Ltd. | 0.09% | Reduce -3.4% | 230,307 | $25.5M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +339.4% | 232,136 | $25.0M |
| Pinebridge Investments, L.P. | 0.19% | Reduce -10.8% | 231,233 | $24.9M |
| BNP Paribas Financial Markets | 0.02% | New | 228,170 | $24.6M |
| Korea Investment CORP | 0.06% | Add +96.8% | 220,962 | $23.8M |
| Sei Investments Co. | 0.03% | Add +19.1% | 219,090 | $23.6M |
| Teachers Retirement System of the State of Kentucky | 0.20% | Add +12.3% | 216,081 | $23.3M |
| Glynn Capital Management LLC | 5.46% | Reduce -14.3% | 215,087 | $23.2M |
| AQR Capital Management | 0.03% | Reduce -57.0% | 207,180 | $22.3M |
| Canada Pension Plan Investment Board | 0.02% | Add +52.9% | 206,005 | $22.2M |
| Liontrust Investment Partners LLP | 0.32% | Add +10.6% | 203,945 | $22.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +21.0% | 200,514 | $21.6M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.08% | — | 195,010 | $21.0M |
| Capital International Sarl | 0.47% | Add +8.2% | 187,584 | $20.2M |
| Mizuho Markets Americas LLC | 0.39% | Add +59.9% | 186,553 | $20.1M |
| HSBC Holdings PLC | 0.01% | Reduce -28.0% | 185,231 | $20.0M |
| Handelsbanken Fonder AB | 0.08% | Add +1.2% | 185,416 | $20.0M |
| Russell Investments Group, Ltd. | 0.03% | Add +169.3% | 181,293 | $19.6M |
| Carnegie Investment Counsel | 0.56% | Add +7.3% | 181,093 | $19.5M |
"% of holder's portfolio" is NET's weight in each manager's 13F, not the share of Cloudflare Inc. Class A the manager owns.