Cloudflare Inc. Class ANET
13F holders, Q4 2025 (December 31)1,092holders +53
112new positions
111sold out
10famous investors
$197.09avg. 13F price*
At the end of Q4 2025, 1,092 institutions reported holding Cloudflare Inc. Class A (NET) in their 13F filings, up 53 from Q3 2025. 112 opened new positions and 111 sold out. The largest holders were Capital World Investors ($7.1B), Vanguard Group Inc. ($6.4B) and BlackRock, Inc. ($4.5B). 10 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 Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Cloudflare Inc. Class A
- CUSIP
- 18915M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 112 | $331.4M |
| Exits | 111 | $150.0M |
All 13F filers, Q3 2025 → Q4 2025: 17,153,951 shares bought and 19,855,276 shares sold, net −2,701,325 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,092 holders
| Capital World Investors | 0.97% | Reduce -11.6% | 35,825,517 | $7.1B |
| Vanguard Group Inc. | 0.09% | Add +0.3% | 32,407,646 | $6.4B |
| BlackRock, Inc. | 0.08% | Add +0.1% | 22,653,454 | $4.5B |
| Morgan Stanley | 0.21% | Reduce -5.3% | 18,009,245 | $3.6B |
| Baillie Gifford & Co. | 2.76% | Reduce -23.0% | 16,823,947 | $3.3B |
| JPMorgan Chase & Co. | 0.18% | Add +28.8% | 13,607,106 | $2.7B |
| FMR LLC | 0.13% | Reduce -3.8% | 12,750,499 | $2.5B |
| State Street Corp. | 0.05% | Add +2.6% | 6,988,989 | $1.4B |
| Geode Capital Management, LLC | 0.07% | Add +4.2% | 6,018,175 | $1.2B |
| First Trust Advisors LP | 0.58% | Add +1.6% | 4,019,157 | $792.4M |
| Sands Capital Management, LLC | 2.24% | Reduce -2.0% | 3,731,287 | $735.6M |
| Invesco Ltd. | 0.07% | Reduce -6.7% | 3,700,696 | $729.6M |
| Norges Bank | 0.08% | — | 3,643,501 | $718.3M |
| Franklin Resources Inc. | 0.18% | Add +13.0% | 3,575,711 | $705.0M |
| American Century Companies Inc. | 0.32% | Add +8.3% | 3,174,409 | $625.8M |
| Legal & General Group Plc | 0.12% | Add +4.9% | 2,824,772 | $556.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.10% | Reduce -0.8% | 2,463,842 | $485.7M |
| Two Sigma Advisers, LP | 0.90% | Add +52.5% | 2,340,000 | $461.3M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -3.9% | 2,334,059 | $460.2M |
| Voya Investment Management LLC | 0.51% | Add +2.1% | 2,294,562 | $452.1M |
| Bank of America Corp. | 0.03% | Add +2.6% | 2,285,370 | $450.6M |
| Northern Trust Corp. | 0.05% | Add +3.3% | 1,971,595 | $388.7M |
| Jennison Associates LLC | 0.22% | Add +802.6% | 1,863,612 | $367.4M |
| Gilder Gagnon Howe & Co. LLC | 3.65% | Reduce -4.5% | 1,754,461 | $345.9M |
| Royal Bank of Canada | 0.06% | Reduce -3.8% | 1,713,666 | $337.8M |
| Wellington Management Group LLP | 0.06% | Add +35.9% | 1,707,014 | $336.5M |
| Massachusetts Financial Services Co. | 0.10% | Add +25.9% | 1,639,661 | $323.3M |
| Deutsche Bank AG | 0.10% | Add +15.0% | 1,588,591 | $313.2M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +4.4% | 1,531,220 | $301.9M |
| Squarepoint Ops LLC | 0.61% | Add +69.2% | 1,526,578 | $301.0M |
| Amundi | 0.08% | Add +82.8% | 1,331,452 | $262.5M |
| Two Sigma Investments, LP | 0.39% | Add +1.7% | 1,257,598 | $247.9M |
| Pictet Asset Management Holding SA | 0.23% | Reduce -7.1% | 1,175,479 | $231.8M |
| 1832 Asset Management L.P. | 0.29% | Reduce -13.4% | 1,147,900 | $226.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.13% | Reduce -11.8% | 1,125,602 | $221.9M |
| Bank of New York Mellon Corp | 0.04% | Reduce -0.4% | 1,057,265 | $208.4M |
| Strategy Capital LLC | 15.15% | Reduce -10.4% | 1,042,099 | $205.4M |
| Raymond James Financial Inc. | 0.06% | Reduce -5.9% | 1,030,550 | $204.9M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -23.7% | 1,034,680 | $204.0M |
| National Pension Service | 0.14% | Add +53.2% | 948,003 | $186.9M |
| KBC Group NV | 0.42% | Add +14.3% | 936,921 | $184.7M |
| Polar Capital Holdings Plc | 0.84% | Reduce -48.1% | 930,366 | $183.4M |
| Lord, Abbett & Co. LLC | 0.58% | Reduce -14.6% | 920,597 | $181.5M |
| UBS Group AG | 0.03% | Reduce -2.1% | 882,907 | $174.1M |
| Swiss National Bank | 0.10% | Reduce -4.2% | 857,400 | $169.0M |
| Citigroup Inc. | 0.11% | Add +5.3% | 807,403 | $159.2M |
| Wells Fargo & Company | 0.03% | Add +2.7% | 774,000 | $152.6M |
| Nomura Asset Management International Inc. | 0.23% | — | 771,636 | $152.1M |
| Nuveen, LLC | 0.04% | Add +1.8% | 725,008 | $142.9M |
| Penserra Capital Management LLC | 1.68% | Add +6.0% | 715,377 | $141.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.12% | Add +186.6% | 711,241 | $140.2M |
| Federated Hermes, Inc. | 0.23% | Reduce -19.6% | 692,827 | $136.6M |
| Marshall Wace, LLP | 0.13% | Add +31.1% | 690,747 | $136.2M |
| Ameriprise Financial Inc. | 0.03% | Add +8.8% | 649,034 | $128.0M |
| AQR Capital Management | 0.06% | Add +8.8% | 612,686 | $120.8M |
| Artisan Partners Limited Partnership | 0.18% | Reduce -17.7% | 588,598 | $116.0M |
| CIBC Private Wealth Group LLC | 0.19% | Reduce -3.9% | 556,609 | $109.7M |
| Neuberger Berman Group LLC | 0.08% | Reduce -5.1% | 552,666 | $109.0M |
| Canada Pension Plan Investment Board | 0.07% | Add +906.0% | 547,688 | $108.0M |
| BNP Paribas Financial Markets | 0.07% | Add +293.0% | 544,944 | $107.4M |
| California Public Employees Retirement System | 0.06% | Add +1.6% | 528,947 | $104.3M |
| Westfield Capital Management Co. LP | 0.43% | Add +8.0% | 519,475 | $102.4M |
| Jane Street Group, LLC | 0.12% | Add +426.8% | 515,140 | $101.6M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Add +13.4% | 512,554 | $101.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.23% | Reduce -22.9% | 489,545 | $96.5M |
| California State Teachers Retirement System | 0.09% | Reduce -1.6% | 472,403 | $93.1M |
| Allen Investment Management, LLC | 1.01% | Reduce -11.9% | 463,917 | $91.5M |
| Amova Asset Management Americas, Inc. | 1.03% | Reduce -14.3% | 452,103 | $89.1M |
| Fred Alger Management, LLC | 0.34% | Add +0.4% | 438,525 | $86.5M |
| Credit Agricole S A | 0.24% | Add +6.1% | 436,331 | $86.0M |
| Peregrine Capital Management LLC | 2.59% | Reduce -10.4% | 428,331 | $84.4M |
| AustralianSuper Pty Ltd | 0.38% | Reduce -19.0% | 416,958 | $82.2M |
| Baron Capital (BAMCO) | 0.22% | Reduce -9.8% | 409,604 | $80.8M |
| Allspring Global Investments Holdings, LLC | 0.13% | Add +33.8% | 407,733 | $79.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.21% | Reduce -19.5% | 404,715 | $79.8M |
| Rhumbline Advisers | 0.06% | Add +0.2% | 400,187 | $78.9M |
| Nomura Asset Management Co. Ltd. | 0.20% | Add +1.1% | 398,326 | $78.5M |
| Victory Capital Management Inc. | 0.04% | Reduce -5.5% | 391,810 | $77.2M |
| Bessemer Group Inc. | 0.11% | Reduce -4.4% | 358,681 | $70.7M |
| Citadel Advisors | 0.05% | Reduce -0.6% | 356,619 | $70.3M |
| Congress Asset Management Co. | 0.48% | Reduce -14.4% | 343,972 | $67.8M |
| Sei Investments Co. | 0.07% | Add +31.5% | 342,384 | $67.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +2.3% | 334,557 | $66.0M |
| Alyeska Investment Group, L.P. | 0.18% | Add +268.3% | 332,299 | $65.5M |
| Whittier Trust Co. | 0.67% | Add +30.9% | 312,245 | $61.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.07% | Add +399.6% | 310,658 | $61.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +5.5% | 308,154 | $60.4M |
| Whetstone Capital Advisors, LLC | 18.02% | Reduce -5.8% | 293,031 | $57.8M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -2.0% | 292,321 | $57.6M |
| CANADA LIFE ASSURANCE Co | 0.10% | Reduce -20.9% | 284,048 | $56.0M |
| Los Angeles Capital Management LLC | 0.19% | Add +40.5% | 251,529 | $56.0M |
| State Board of Administration of Florida Retirement System | 0.10% | Reduce -3.0% | 275,831 | $54.4M |
| Balyasny Asset Management L.P. | 0.10% | Reduce -2.8% | 262,698 | $51.8M |
| Aviva PLC | 0.09% | Add +6.2% | 260,183 | $51.3M |
| Parallax Volatility Advisers, L.P. | 1.74% | Reduce -31.5% | 252,397 | $49.8M |
| Capital International Sarl | 0.78% | Add +0.2% | 246,205 | $48.5M |
| Man Group plc | 0.09% | Add +258.1% | 241,799 | $47.7M |
| Storebrand Asset Management As | 0.13% | Reduce -0.8% | 240,827 | $47.5M |
| LPL Financial LLC | 0.01% | Add +17.4% | 237,958 | $46.9M |
| Barclays PLC | 0.02% | Add +28.2% | 237,035 | $46.7M |
"% of holder's portfolio" is NET's weight in each manager's 13F, not the share of Cloudflare Inc. Class A the manager owns.