Cloudflare Inc. Class ANET
13F holders, Q3 2025 (September 30)1,039holders +93
165new positions
70sold out
9famous investors
$214.24avg. 13F price*
At the end of Q3 2025, 1,039 institutions reported holding Cloudflare Inc. Class A (NET) in their 13F filings, up 93 from Q2 2025. 165 opened new positions and 70 sold out. The largest holders were Capital World Investors ($8.7B), Vanguard Group Inc. ($6.9B) and BlackRock, Inc. ($4.9B). 9 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 Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Cloudflare Inc. Class A
- CUSIP
- 18915M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 165 | $183.6M |
| Exits | 70 | $253.4M |
All 13F filers, Q2 2025 → Q3 2025: 16,621,777 shares bought and 16,617,817 shares sold, net +3,960 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,039 holders
| Capital World Investors | 1.19% | Reduce -0.7% | 40,515,386 | $8.7B |
| Vanguard Group Inc. | 0.10% | Add +2.6% | 32,317,249 | $6.9B |
| BlackRock, Inc. | 0.09% | Add +5.5% | 22,632,359 | $4.9B |
| Baillie Gifford & Co. | 3.47% | Reduce -14.4% | 21,848,740 | $4.7B |
| Morgan Stanley | 0.25% | Reduce -5.1% | 19,011,192 | $4.1B |
| FMR LLC | 0.15% | Reduce -7.4% | 13,248,725 | $2.8B |
| JPMorgan Chase & Co. | 0.14% | Add +48.2% | 10,561,205 | $2.3B |
| State Street Corp. | 0.05% | Add +3.1% | 6,810,392 | $1.5B |
| Geode Capital Management, LLC | 0.08% | Add +4.3% | 5,776,194 | $1.2B |
| Invesco Ltd. | 0.13% | Add +1.3% | 3,964,733 | $850.8M |
| First Trust Advisors LP | 0.63% | Reduce -11.1% | 3,955,959 | $848.9M |
| Sands Capital Management, LLC | 2.25% | Reduce -22.7% | 3,808,319 | $817.2M |
| Franklin Resources Inc. | 0.17% | Reduce -10.5% | 3,165,536 | $679.3M |
| American Century Companies Inc. | 0.32% | Reduce -1.6% | 2,931,057 | $629.0M |
| Legal & General Group Plc | 0.13% | Reduce -7.9% | 2,693,645 | $578.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.12% | Reduce -12.6% | 2,483,901 | $533.0M |
| Goldman Sachs Group Inc. | 0.08% | Add +34.5% | 2,428,968 | $521.2M |
| Voya Investment Management LLC | 0.55% | Reduce -14.9% | 2,247,545 | $482.3M |
| Bank of America Corp. | 0.04% | Add +70.4% | 2,228,356 | $478.2M |
| Northern Trust Corp. | 0.05% | Add +1.1% | 1,909,120 | $409.7M |
| Gilder Gagnon Howe & Co. LLC | 4.02% | Reduce -6.1% | 1,836,430 | $394.1M |
| Polar Capital Holdings Plc | 1.86% | Reduce -6.3% | 1,793,515 | $384.9M |
| Royal Bank of Canada | 0.07% | Add +46.9% | 1,780,954 | $382.2M |
| Two Sigma Advisers, LP | 0.66% | Add +119.2% | 1,534,300 | $329.2M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +7.1% | 1,466,542 | $314.7M |
| Deutsche Bank AG | 0.10% | Reduce -5.1% | 1,380,866 | $296.3M |
| T. Rowe Price Associates Inc. | 0.03% | Add +15.3% | 1,355,506 | $290.9M |
| 1832 Asset Management L.P. | 0.48% | Reduce -32.0% | 1,325,700 | $284.5M |
| Massachusetts Financial Services Co. | 0.09% | Add +96.3% | 1,302,893 | $279.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.16% | Reduce -8.6% | 1,276,051 | $273.8M |
| Pictet Asset Management Holding SA | 0.26% | Reduce -8.1% | 1,265,387 | $271.6M |
| Wellington Management Group LLP | 0.05% | Reduce -0.6% | 1,255,734 | $269.5M |
| Two Sigma Investments, LP | 0.43% | Reduce -9.3% | 1,236,964 | $265.4M |
| Strategy Capital LLC | 16.51% | Reduce -0.3% | 1,162,938 | $249.6M |
| Raymond James Financial Inc. | 0.08% | Reduce -7.4% | 1,095,528 | $235.1M |
| Lord, Abbett & Co. LLC | 0.72% | Add +10.3% | 1,077,635 | $231.3M |
| Bank of New York Mellon Corp | 0.04% | Reduce -10.2% | 1,061,602 | $227.8M |
| Squarepoint Ops LLC | 0.41% | Add +222.9% | 902,237 | $193.6M |
| UBS Group AG | 0.04% | Reduce -31.8% | 902,188 | $193.6M |
| Swiss National Bank | 0.11% | Reduce -4.2% | 895,200 | $192.1M |
| Macquarie Group Ltd. | 0.22% | Reduce -6.0% | 866,377 | $185.9M |
| Federated Hermes, Inc. | 0.33% | Add +63.5% | 862,009 | $185.0M |
| KBC Group NV | 0.42% | Add +11.4% | 819,766 | $175.9M |
| Citigroup Inc. | 0.11% | Add +142.1% | 766,979 | $164.6M |
| Wells Fargo & Company | 0.03% | Add +107.5% | 753,757 | $161.7M |
| Amundi | 0.05% | Reduce -19.4% | 728,355 | $161.0M |
| Artisan Partners Limited Partnership | 0.22% | Reduce -7.5% | 715,058 | $153.4M |
| Nuveen, LLC | 0.04% | Add +9.2% | 712,103 | $152.8M |
| Penserra Capital Management LLC | 1.73% | Reduce -9.8% | 674,821 | $144.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.30% | Reduce -6.5% | 635,025 | $136.3M |
| National Pension Service | 0.10% | Add +1.0% | 618,662 | $132.8M |
| Ameriprise Financial Inc. | 0.03% | Add +3.4% | 596,250 | $127.9M |
| Neuberger Berman Group LLC | 0.09% | Add +8.3% | 582,585 | $125.0M |
| CIBC Private Wealth Group LLC | 0.21% | Add +7.6% | 579,137 | $124.3M |
| AQR Capital Management | 0.08% | Add +22.2% | 563,248 | $120.9M |
| Amova Asset Management Americas, Inc. | 1.10% | Reduce -15.6% | 527,301 | $113.1M |
| Marshall Wace, LLP | 0.13% | Add +21.6% | 526,781 | $113.0M |
| Allen Investment Management, LLC | 1.25% | Add +12.4% | 526,335 | $112.9M |
| California Public Employees Retirement System | 0.07% | Add +2.9% | 520,870 | $111.8M |
| AustralianSuper Pty Ltd | 0.52% | Add +5.1% | 515,032 | $110.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.26% | Reduce -8.0% | 502,778 | $107.9M |
| Westfield Capital Management Co. LP | 0.43% | Add +7.2% | 480,850 | $103.2M |
| California State Teachers Retirement System | 0.11% | Add +1.1% | 480,259 | $103.1M |
| Peregrine Capital Management LLC | 3.09% | Reduce -20.6% | 477,838 | $102.5M |
| Baron Capital (BAMCO) | 0.26% | Reduce -10.3% | 454,234 | $97.5M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Reduce -46.6% | 451,949 | $97.0M |
| Fred Alger Management, LLC | 0.36% | Reduce -49.6% | 436,635 | $93.7M |
| Qube Research & Technologies Ltd | 0.13% | Add +63.1% | 415,394 | $89.1M |
| Victory Capital Management Inc. | 0.05% | Reduce -3.6% | 414,700 | $89.0M |
| Credit Agricole S A | 0.29% | — | 411,208 | $88.2M |
| Congress Asset Management Co. | 0.57% | Reduce -6.7% | 401,768 | $86.2M |
| Rhumbline Advisers | 0.07% | Reduce -1.8% | 399,268 | $85.7M |
| Nomura Asset Management Co. Ltd. | 0.22% | Add +245.9% | 394,193 | $84.6M |
| Bessemer Group Inc. | 0.12% | Reduce -18.6% | 375,021 | $80.5M |
| Parallax Volatility Advisers, L.P. | 2.66% | Add +2.2% | 368,380 | $79.1M |
| CANADA LIFE ASSURANCE Co | 0.11% | Add +2.3% | 359,094 | $78.5M |
| Citadel Advisors | 0.06% | Reduce -35.9% | 358,785 | $77.0M |
| Renaissance Technologies | 0.09% | Add +501.6% | 328,500 | $70.5M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -12.6% | 327,097 | $70.2M |
| Select Equity Group, L.P. | 0.30% | Add +6.8% | 323,725 | $69.5M |
| Whetstone Capital Advisors, LLC | 18.49% | Reduce -1.4% | 311,185 | $66.8M |
| Allspring Global Investments Holdings, LLC | 0.11% | Reduce -2.4% | 304,691 | $66.1M |
| Frontier Capital Management Co. LLC | 0.59% | Add +12.2% | 305,974 | $65.7M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -7.5% | 298,371 | $64.0M |
| AXA Investment Managers S.A. | 0.17% | — | 296,401 | $63.6M |
| HSBC Holdings PLC | 0.04% | Add +72.5% | 294,848 | $63.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.05% | Add +8.2% | 292,100 | $62.7M |
| State Board of Administration of Florida Retirement System | 0.11% | Reduce -4.8% | 284,516 | $61.1M |
| Balyasny Asset Management L.P. | 0.12% | Add +1608.2% | 270,130 | $58.0M |
| Alliancebernstein L.P. | 0.02% | Add +16.8% | 269,538 | $57.8M |
| Sei Investments Co. | 0.06% | Reduce -20.9% | 260,313 | $55.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.05% | Add +8728.3% | 248,164 | $53.3M |
| Capital International Sarl | 0.91% | Add +1.5% | 245,763 | $52.7M |
| Aviva PLC | 0.10% | Add +6.1% | 244,906 | $52.6M |
| Storebrand Asset Management As | 0.14% | Add +51.7% | 242,676 | $52.1M |
| Whittier Trust Co. | 0.59% | Add +4.3% | 238,561 | $51.7M |
| WIM INVESTMENT MANAGEMENT Ltd | 12.43% | Reduce -4.0% | 227,749 | $48.9M |
| Pinebridge Investments, L.P. | 0.36% | Add +14.0% | 226,099 | $48.5M |
| Principal Financial Group Inc. | 0.02% | Reduce -25.6% | 223,236 | $47.9M |
| ARK Investment Management | 0.28% | Add +8.8% | 222,318 | $47.7M |
"% of holder's portfolio" is NET's weight in each manager's 13F, not the share of Cloudflare Inc. Class A the manager owns.