Cloudflare Inc. Class ANET
13F holders, Q1 2025 (March 31)873holders +102
175new positions
74sold out
10famous investors
$112.67avg. 13F price*
At the end of Q1 2025, 873 institutions reported holding Cloudflare Inc. Class A (NET) in their 13F filings, up 102 from Q4 2024. 175 opened new positions and 74 sold out. The largest holders were Capital World Investors ($3.9B), Vanguard Group Inc. ($3.5B) and Baillie Gifford & Co. ($3.1B). 10 famous investors held it, including Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio), Cathie Wood (0.2% of ARK Investment Management's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Cloudflare Inc. Class A
- CUSIP
- 18915M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 175 | $766.6M |
| Exits | 74 | $235.8M |
All 13F filers, Q4 2024 → Q1 2025: 23,494,000 shares bought and 23,368,859 shares sold, net +125,141 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 873 holders
| Capital World Investors | 0.63% | Reduce -2.4% | 34,567,917 | $3.9B |
| Vanguard Group Inc. | 0.06% | Add +1.8% | 30,836,909 | $3.5B |
| Baillie Gifford & Co. | 2.70% | Reduce -14.0% | 27,425,821 | $3.1B |
| Morgan Stanley | 0.17% | Reduce -7.0% | 21,552,659 | $2.4B |
| BlackRock, Inc. | 0.05% | Add +4.6% | 20,926,778 | $2.4B |
| FMR LLC | 0.10% | Add +13.5% | 14,011,812 | $1.6B |
| State Street Corp. | 0.03% | Add +0.8% | 6,560,812 | $739.3M |
| Sands Capital Management, LLC | 2.46% | Reduce -17.2% | 6,427,446 | $724.3M |
| Geode Capital Management, LLC | 0.05% | Add +7.4% | 5,266,452 | $592.1M |
| First Trust Advisors LP | 0.46% | Reduce -14.2% | 4,612,035 | $519.7M |
| Franklin Resources Inc. | 0.11% | Add +5.9% | 3,471,678 | $391.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.09% | Add +33.5% | 3,129,030 | $352.6M |
| American Century Companies Inc. | 0.21% | Add +34.5% | 3,037,420 | $342.3M |
| Legal & General Group Plc | 0.09% | Reduce -13.5% | 3,025,948 | $341.0M |
| Voya Investment Management LLC | 0.39% | Reduce -14.7% | 2,615,347 | $294.7M |
| JPMorgan Chase & Co. | 0.02% | Add +1367.4% | 2,444,898 | $275.5M |
| Polar Capital Holdings Plc | 1.57% | Reduce -22.6% | 2,270,357 | $255.8M |
| Norges Bank | 0.04% | Reduce -2.7% | 2,255,812 | $254.2M |
| 1832 Asset Management L.P. | 0.45% | Reduce -33.9% | 2,081,400 | $234.6M |
| Gilder Gagnon Howe & Co. LLC | 2.92% | Reduce -11.5% | 1,981,673 | $223.3M |
| Northern Trust Corp. | 0.03% | Add +1.7% | 1,880,888 | $212.0M |
| Invesco Ltd. | 0.03% | Add +36.7% | 1,475,007 | $166.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.11% | Reduce -4.6% | 1,407,931 | $158.7M |
| Two Sigma Investments, LP | 0.35% | Add +325.4% | 1,384,017 | $156.0M |
| Deutsche Bank AG | 0.06% | Reduce -17.1% | 1,312,267 | $147.9M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +7.4% | 1,312,016 | $147.9M |
| Qube Research & Technologies Ltd | 0.22% | New | 1,270,548 | $143.2M |
| Pictet Asset Management Holding SA | 0.16% | Add +42.7% | 1,254,799 | $141.5M |
| Bank of New York Mellon Corp | 0.03% | Reduce -3.8% | 1,237,248 | $139.4M |
| Goldman Sachs Group Inc. | 0.03% | Add +54.4% | 1,170,385 | $131.9M |
| Strategy Capital LLC | 11.79% | Reduce -4.4% | 1,115,568 | $125.7M |
| Raymond James Financial Inc. | 0.05% | Add +147.3% | 1,097,235 | $123.6M |
| Royal Bank of Canada | 0.03% | Reduce -14.1% | 1,043,382 | $117.6M |
| Amundi | 0.04% | Add +18.4% | 1,090,510 | $117.1M |
| UBS Group AG | 0.03% | Reduce -50.1% | 1,007,230 | $113.5M |
| Macquarie Group Ltd. | 0.13% | Add +2.7% | 942,249 | $106.2M |
| T. Rowe Price Associates Inc. | 0.01% | Add +18.9% | 935,920 | $105.5M |
| Lord, Abbett & Co. LLC | 0.37% | Add +20.9% | 887,935 | $100.1M |
| Swiss National Bank | 0.07% | Add +0.3% | 862,200 | $97.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.25% | Reduce -13.7% | 837,960 | $94.4M |
| Baron Capital (BAMCO) | 0.28% | Reduce -7.0% | 834,882 | $94.1M |
| Squarepoint Ops LLC | 0.22% | Reduce -21.8% | 813,911 | $91.7M |
| Bank of America Corp. | 0.01% | Add +24.4% | 810,652 | $91.4M |
| Voloridge Investment Management, LLC | 0.34% | New | 804,645 | $90.7M |
| Arrowstreet Capital, Limited Partnership | 0.07% | Add +242.2% | 794,456 | $89.5M |
| Nuveen, LLC | 0.03% | — | 782,707 | $88.2M |
| Two Sigma Advisers, LP | 0.20% | Add +758.9% | 773,000 | $87.1M |
| Fred Alger Management, LLC | 0.49% | Reduce -18.0% | 765,857 | $86.3M |
| Amova Asset Management Americas, Inc. | 1.06% | Reduce -9.7% | 729,812 | $82.2M |
| Penserra Capital Management LLC | 1.35% | Reduce -12.1% | 671,088 | $75.6M |
| Ameriprise Financial Inc. | 0.02% | Add +22.3% | 616,151 | $74.5M |
| Jane Street Group, LLC | 0.13% | Add +2650.8% | 649,657 | $73.2M |
| Select Equity Group, L.P. | 0.32% | New | 643,143 | $72.5M |
| Peregrine Capital Management LLC | 2.38% | Reduce -3.8% | 636,827 | $71.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.17% | Reduce -7.8% | 604,245 | $68.1M |
| Bessemer Group Inc. | 0.12% | Add +0.7% | 598,080 | $67.4M |
| Marshall Wace, LLP | 0.09% | Reduce -64.3% | 583,559 | $65.8M |
| Artisan Partners Limited Partnership | 0.09% | New | 480,003 | $54.1M |
| California Public Employees Retirement System | 0.04% | Add +1.1% | 467,167 | $52.6M |
| Citadel Advisors | 0.05% | Reduce -70.5% | 466,140 | $52.5M |
| California State Teachers Retirement System | 0.06% | Add +0.2% | 464,813 | $52.4M |
| Allen Investment Management, LLC | 0.59% | Add +9.0% | 451,949 | $50.9M |
| Alfreton Capital LLP | 15.39% | New | 430,000 | $48.5M |
| National Pension Service | 0.05% | Reduce -1.4% | 425,173 | $47.9M |
| Rhumbline Advisers | 0.04% | Add +1.1% | 401,846 | $45.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +6.0% | 383,317 | $43.2M |
| Man Group plc | 0.12% | Add +412.4% | 358,501 | $40.4M |
| Allspring Global Investments Holdings, LLC | 0.07% | New | 344,957 | $39.9M |
| CANADA LIFE ASSURANCE Co | 0.07% | Reduce -5.5% | 344,391 | $38.8M |
| Millennium Management | 0.04% | Add +186.1% | 335,942 | $37.9M |
| AQR Capital Management | 0.04% | Add +65.5% | 342,817 | $37.3M |
| Twinbeech Capital LP | 0.67% | New | 328,156 | $37.0M |
| Ensign Peak Advisors, Inc | 0.07% | Add +12.0% | 320,717 | $36.1M |
| Massachusetts Financial Services Co. | 0.01% | New | 318,705 | $35.9M |
| Whetstone Capital Advisors, LLC | 15.78% | Reduce -0.3% | 316,960 | $35.7M |
| NZS Capital, LLC | 1.52% | Add +7.8% | 299,396 | $33.7M |
| RPG Investment Advisory, LLC | 2.40% | Add +76.9% | 296,862 | $33.5M |
| State Board of Administration of Florida Retirement System | 0.07% | Reduce -1.9% | 293,448 | $33.1M |
| Sei Investments Co. | 0.04% | Add +32.5% | 290,260 | $32.7M |
| Point72 Asset Management | 0.09% | Reduce -80.0% | 281,483 | $31.7M |
| Capital Fund Management S.A. | 0.39% | Reduce -12.9% | 274,107 | $30.9M |
| Alliancebernstein L.P. | 0.01% | Add +10.3% | 269,274 | $30.3M |
| Wells Fargo & Company | 0.01% | Add +5.2% | 260,797 | $29.4M |
| Parallax Volatility Advisers, L.P. | 1.13% | Reduce -15.5% | 258,329 | $29.1M |
| Mizuho Markets Americas LLC | 0.63% | Add +38.3% | 258,058 | $29.1M |
| Kodai Capital Management LP | 1.14% | Add +87.1% | 254,642 | $28.7M |
| Schonfeld Strategic Advisors LLC | 0.19% | Add +2050.4% | 254,199 | $28.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +10.5% | 246,861 | $27.8M |
| Teachers Retirement System of the State of Kentucky | 0.25% | Add +13.5% | 245,281 | $27.6M |
| AEGON ASSET MANAGEMENT UK Plc | 0.39% | Reduce -39.3% | 239,863 | $27.0M |
| Pinebridge Investments, L.P. | 0.21% | Add +3.0% | 238,046 | $26.8M |
| WIM INVESTMENT MANAGEMENT Ltd | 11.16% | No change | 237,249 | $26.7M |
| Korea Investment CORP | 0.06% | Add +5.5% | 233,156 | $26.3M |
| Russell Investments Group, Ltd. | 0.04% | Add +26.1% | 228,599 | $25.8M |
| Barclays PLC | 0.01% | Reduce -22.1% | 220,615 | $24.9M |
| Asset Management One Co., Ltd. | 0.09% | Reduce -4.4% | 220,107 | $24.8M |
| ARK Investment Management | 0.25% | Reduce -37.4% | 219,138 | $24.7M |
| Schroder Investment Management Group | 0.02% | Reduce -36.3% | 208,901 | $24.0M |
| Canada Pension Plan Investment Board | 0.02% | Reduce -0.2% | 205,603 | $23.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.5% | 203,450 | $22.9M |
"% of holder's portfolio" is NET's weight in each manager's 13F, not the share of Cloudflare Inc. Class A the manager owns.