Cloudflare Inc. Class ANET
13F holders, Q2 2025 (June 30)946holders +73
178new positions
106sold out
8famous investors
$195.67avg. 13F price*
At the end of Q2 2025, 946 institutions reported holding Cloudflare Inc. Class A (NET) in their 13F filings, up 73 from Q1 2025. 178 opened new positions and 106 sold out. The largest holders were Capital World Investors ($8.0B), Vanguard Group Inc. ($6.2B) and Baillie Gifford & Co. ($5.0B). 8 famous investors held it, including Cathie Wood (0.3% of ARK Investment Management's portfolio), Ron Baron (0.3% 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 178 | $493.3M |
| Exits | 106 | $395.3M |
All 13F filers, Q1 2025 → Q2 2025: 30,168,451 shares bought and 16,391,071 shares sold, net +13,777,380 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 946 holders
| Capital World Investors | 1.16% | Add +18.1% | 40,807,488 | $8.0B |
| Vanguard Group Inc. | 0.10% | Add +2.1% | 31,495,565 | $6.2B |
| Baillie Gifford & Co. | 3.73% | Reduce -6.9% | 25,525,131 | $5.0B |
| BlackRock, Inc. | 0.08% | Add +2.5% | 21,442,043 | $4.2B |
| Morgan Stanley | 0.26% | Reduce -7.0% | 20,033,471 | $3.9B |
| FMR LLC | 0.16% | Add +2.1% | 14,311,741 | $2.8B |
| JPMorgan Chase & Co. | 0.10% | Add +191.4% | 7,125,632 | $1.4B |
| State Street Corp. | 0.05% | Add +0.7% | 6,607,660 | $1.3B |
| Geode Capital Management, LLC | 0.08% | Add +5.1% | 5,536,679 | $1.1B |
| Sands Capital Management, LLC | 2.77% | Reduce -23.3% | 4,928,874 | $965.2M |
| First Trust Advisors LP | 0.70% | Reduce -3.5% | 4,449,123 | $871.3M |
| Invesco Ltd. | 0.13% | Add +165.4% | 3,915,248 | $766.7M |
| Franklin Resources Inc. | 0.19% | Add +1.9% | 3,538,331 | $692.9M |
| American Century Companies Inc. | 0.32% | Reduce -2.0% | 2,977,223 | $583.0M |
| Legal & General Group Plc | 0.14% | Reduce -3.3% | 2,925,464 | $572.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.11% | Reduce -9.2% | 2,842,796 | $556.7M |
| Norges Bank | 0.07% | Add +22.6% | 2,764,959 | $541.5M |
| Voya Investment Management LLC | 0.59% | Add +1.0% | 2,641,399 | $517.3M |
| Gilder Gagnon Howe & Co. LLC | 4.07% | Reduce -1.3% | 1,955,859 | $383.0M |
| 1832 Asset Management L.P. | 0.67% | Reduce -6.3% | 1,949,900 | $381.8M |
| Polar Capital Holdings Plc | 1.97% | Reduce -15.7% | 1,913,958 | $374.8M |
| Northern Trust Corp. | 0.05% | Add +0.3% | 1,887,405 | $369.6M |
| Goldman Sachs Group Inc. | 0.06% | Add +54.3% | 1,805,393 | $353.6M |
| Deutsche Bank AG | 0.11% | Add +10.9% | 1,455,405 | $285.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.17% | Reduce -0.8% | 1,396,266 | $273.4M |
| Pictet Asset Management Holding SA | 0.27% | Add +9.7% | 1,377,007 | $269.6M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +4.3% | 1,368,906 | $268.1M |
| Two Sigma Investments, LP | 0.50% | Reduce -1.5% | 1,363,214 | $267.0M |
| UBS Group AG | 0.05% | Add +31.4% | 1,323,300 | $259.1M |
| Bank of America Corp. | 0.02% | Add +61.3% | 1,307,530 | $256.1M |
| Wellington Management Group LLP | 0.04% | Add +14966.0% | 1,262,833 | $247.3M |
| Royal Bank of Canada | 0.05% | Add +16.2% | 1,212,056 | $237.4M |
| Raymond James Financial Inc. | 0.08% | Add +7.8% | 1,182,972 | $231.7M |
| Bank of New York Mellon Corp | 0.04% | Reduce -4.4% | 1,182,297 | $231.5M |
| T. Rowe Price Associates Inc. | 0.03% | Add +25.6% | 1,175,419 | $230.2M |
| Strategy Capital LLC | 15.37% | Add +4.5% | 1,165,942 | $228.3M |
| Lord, Abbett & Co. LLC | 0.65% | Add +10.1% | 977,440 | $191.4M |
| Swiss National Bank | 0.11% | Add +8.4% | 934,600 | $183.0M |
| Macquarie Group Ltd. | 0.22% | Reduce -2.1% | 922,011 | $180.6M |
| Fred Alger Management, LLC | 0.76% | Add +13.1% | 865,797 | $169.5M |
| Amundi | 0.06% | Reduce -17.1% | 904,031 | $167.8M |
| Arrowstreet Capital, Limited Partnership | 0.12% | Add +6.5% | 846,441 | $165.8M |
| Artisan Partners Limited Partnership | 0.23% | Add +61.1% | 773,192 | $151.4M |
| Penserra Capital Management LLC | 2.05% | Add +11.5% | 748,107 | $146.5M |
| KBC Group NV | 0.39% | Add +1388.7% | 736,153 | $144.2M |
| Two Sigma Advisers, LP | 0.28% | Reduce -9.5% | 699,900 | $137.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.31% | Reduce -18.9% | 679,400 | $133.0M |
| Massachusetts Financial Services Co. | 0.04% | Add +108.2% | 663,648 | $130.0M |
| Nuveen, LLC | 0.04% | Reduce -16.7% | 652,130 | $127.7M |
| Amova Asset Management Americas, Inc. | 1.22% | Reduce -14.4% | 624,479 | $122.2M |
| National Pension Service | 0.10% | Add +44.1% | 612,723 | $120.0M |
| Peregrine Capital Management LLC | 3.55% | Reduce -5.5% | 601,753 | $117.8M |
| Ameriprise Financial Inc. | 0.03% | Reduce -6.4% | 576,561 | $112.9M |
| Citadel Advisors | 0.10% | Add +20.1% | 560,007 | $109.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.26% | Reduce -9.5% | 546,584 | $107.0M |
| Neuberger Berman Group LLC | 0.08% | Add +255.2% | 538,186 | $105.4M |
| CIBC Private Wealth Group LLC | 0.19% | Add +281.0% | 538,042 | $105.4M |
| Federated Hermes, Inc. | 0.19% | Add +176.8% | 527,134 | $103.2M |
| Baron Capital (BAMCO) | 0.27% | Reduce -39.3% | 506,473 | $99.2M |
| California Public Employees Retirement System | 0.06% | Add +8.3% | 506,043 | $99.1M |
| AustralianSuper Pty Ltd | 0.49% | Add +2547.8% | 490,057 | $96.0M |
| California State Teachers Retirement System | 0.10% | Add +2.2% | 475,075 | $93.0M |
| Allen Investment Management, LLC | 1.00% | Add +3.6% | 468,127 | $91.7M |
| Bessemer Group Inc. | 0.15% | Reduce -23.0% | 460,702 | $90.2M |
| AQR Capital Management | 0.07% | Add +34.5% | 461,051 | $90.0M |
| Westfield Capital Management Co. LP | 0.37% | New | 448,696 | $87.9M |
| Marshall Wace, LLP | 0.10% | Reduce -25.8% | 433,052 | $84.8M |
| Congress Asset Management Co. | 0.58% | New | 430,400 | $84.3M |
| Victory Capital Management Inc. | 0.05% | Add +448.5% | 430,334 | $84.1M |
| Rhumbline Advisers | 0.07% | Add +1.1% | 406,408 | $79.6M |
| Alfreton Capital LLP | 22.73% | Reduce -7.0% | 400,000 | $78.3M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -2.3% | 374,397 | $73.3M |
| Wells Fargo & Company | 0.02% | Add +39.3% | 363,220 | $71.1M |
| Parallax Volatility Advisers, L.P. | 3.38% | Add +39.5% | 360,365 | $68.9M |
| CANADA LIFE ASSURANCE Co | 0.11% | Add +1.9% | 350,869 | $68.7M |
| Sei Investments Co. | 0.07% | Add +13.4% | 329,036 | $64.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +58.6% | 322,600 | $63.2M |
| Citigroup Inc. | 0.04% | Add +79.1% | 316,760 | $62.0M |
| Whetstone Capital Advisors, LLC | 17.47% | Reduce -0.4% | 315,685 | $61.8M |
| Select Equity Group, L.P. | 0.25% | Reduce -52.9% | 303,250 | $59.4M |
| NZS Capital, LLC | 2.00% | Add +0.4% | 300,505 | $58.8M |
| Principal Financial Group Inc. | 0.03% | Add +357.3% | 300,021 | $58.8M |
| State Board of Administration of Florida Retirement System | 0.10% | Add +1.8% | 298,751 | $58.5M |
| Allspring Global Investments Holdings, LLC | 0.10% | Reduce -9.5% | 312,292 | $57.8M |
| Squarepoint Ops LLC | 0.12% | Reduce -65.7% | 279,446 | $54.7M |
| Los Angeles Capital Management LLC | 0.20% | Add +38.2% | 272,939 | $53.4M |
| Frontier Capital Management Co. LLC | 0.49% | Add +6945.7% | 272,738 | $53.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +9.4% | 269,988 | $52.9M |
| AXA S.A. | 0.15% | Add +294.3% | 259,364 | $50.8M |
| Ensign Peak Advisors, Inc | 0.09% | Reduce -20.4% | 255,252 | $50.0M |
| Qube Research & Technologies Ltd | 0.07% | Reduce -80.0% | 254,751 | $49.9M |
| Linden Advisors LP | 5.11% | New | 248,523 | $48.7M |
| D. E. Shaw & Co. | 0.05% | Add +4449.6% | 247,726 | $48.5M |
| Capital International Sarl | 0.91% | Add +28.2% | 242,036 | $47.4M |
| WIM INVESTMENT MANAGEMENT Ltd | 15.44% | No change | 237,249 | $46.5M |
| Aviva PLC | 0.09% | Add +125.7% | 230,812 | $45.2M |
| Alliancebernstein L.P. | 0.01% | Reduce -14.3% | 230,709 | $45.2M |
| Whittier Trust Co. | 0.54% | Add +37884.1% | 228,664 | $44.8M |
| Teachers Retirement System of the State of Kentucky | 0.36% | Reduce -7.1% | 227,816 | $44.6M |
| Asset Management One Co., Ltd. | 0.14% | Add +1.9% | 224,317 | $43.9M |
"% of holder's portfolio" is NET's weight in each manager's 13F, not the share of Cloudflare Inc. Class A the manager owns.