Cloudflare Inc. Class ANET
13F holders, Q1 2026 (March 31)1,139holders +47
163new positions
116sold out
11famous investors
$205.97avg. 13F price*
At the end of Q1 2026, 1,139 institutions reported holding Cloudflare Inc. Class A (NET) in their 13F filings, up 47 from Q4 2025. 163 opened new positions and 116 sold out. The largest holders were Capital World Investors ($4.7B), BlackRock, Inc. ($4.4B) and Vanguard Portfolio Management LLC ($3.3B). 11 famous investors held it, including Stanley Druckenmiller (0.4% of Duquesne Family Office's portfolio), Cathie Wood (0.3% of ARK Investment Management's portfolio) and Ken Griffin (0.3% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 163 | $3.0B |
| Exits | 116 | $476.6M |
All 13F filers, Q4 2025 → Q1 2026: 40,601,190 shares bought and 35,843,995 shares sold, net +4,757,195 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,139 holders
| Capital World Investors | 0.64% | Reduce -36.5% | 22,735,569 | $4.7B |
| BlackRock, Inc. | 0.08% | Reduce -6.9% | 21,094,282 | $4.4B |
| Vanguard Portfolio Management LLC | 0.17% | — | 16,039,889 | $3.3B |
| Baillie Gifford & Co. | 3.36% | Reduce -5.3% | 15,924,423 | $3.3B |
| Morgan Stanley | 0.20% | Reduce -11.8% | 15,883,321 | $3.3B |
| Vanguard Capital Management LLC | 0.07% | — | 13,716,196 | $2.8B |
| FMR LLC | 0.15% | Add +6.3% | 13,560,451 | $2.8B |
| Capital International Investors | 0.53% | New | 10,893,165 | $2.2B |
| State Street Corp. | 0.05% | Add +2.7% | 7,178,719 | $1.5B |
| Geode Capital Management, LLC | 0.08% | Reduce -0.4% | 5,993,429 | $1.2B |
| JPMorgan Chase & Co. | 0.08% | Reduce -56.6% | 5,902,745 | $1.1B |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.85% | Add +533.1% | 4,502,762 | $929.1M |
| Jennison Associates LLC | 0.62% | Add +135.8% | 4,394,484 | $906.8M |
| Wellington Management Group LLP | 0.15% | Add +135.0% | 4,010,830 | $827.6M |
| First Trust Advisors LP | 0.56% | Reduce -6.1% | 3,774,026 | $778.7M |
| Sands Capital Management, LLC | 2.96% | Reduce -1.9% | 3,661,749 | $755.6M |
| American Century Companies Inc. | 0.39% | Add +14.3% | 3,627,255 | $748.4M |
| Franklin Resources Inc. | 0.17% | Reduce -6.3% | 3,350,775 | $691.4M |
| Invesco Ltd. | 0.06% | Reduce -15.9% | 3,113,525 | $642.4M |
| Legal & General Group Plc | 0.14% | Add +4.6% | 2,954,174 | $609.6M |
| Voya Investment Management LLC | 0.71% | Add +25.6% | 2,881,137 | $594.1M |
| Two Sigma Investments, LP | 0.50% | Add +124.2% | 2,819,837 | $581.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.11% | Add +3.3% | 2,544,043 | $524.9M |
| Goldman Sachs Group Inc. | 0.07% | Add +5.1% | 2,452,366 | $506.0M |
| Bank of America Corp. | 0.03% | Reduce -9.5% | 2,067,683 | $426.6M |
| Vanguard Fiduciary Trust Co. | 0.10% | — | 2,002,147 | $413.1M |
| Northern Trust Corp. | 0.05% | Add +1.5% | 2,001,301 | $412.9M |
| Citadel Advisors | 0.29% | Add +444.3% | 1,941,142 | $400.5M |
| Gilder Gagnon Howe & Co. LLC | 4.40% | Add +1.4% | 1,778,168 | $366.9M |
| Amundi | 0.10% | Add +28.2% | 1,707,256 | $352.3M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +5.3% | 1,612,450 | $332.7M |
| Royal Bank of Canada | 0.06% | Reduce -6.2% | 1,607,668 | $331.7M |
| Jane Street Group, LLC | 0.36% | Add +209.9% | 1,596,439 | $329.4M |
| Deutsche Bank AG | 0.11% | Reduce -0.8% | 1,576,501 | $325.3M |
| Massachusetts Financial Services Co. | 0.10% | Reduce -10.5% | 1,467,110 | $302.7M |
| T. Rowe Price Associates Inc. | 0.03% | Add +34.8% | 1,394,868 | $287.8M |
| Pictet Asset Management Holding SA | 0.30% | Add +17.6% | 1,381,985 | $284.9M |
| D. E. Shaw & Co. | 0.23% | Add +1040.8% | 1,287,246 | $265.6M |
| UBS Group AG | 0.05% | Add +42.5% | 1,258,398 | $259.7M |
| 1832 Asset Management L.P. | 0.33% | Add +5.7% | 1,212,900 | $250.3M |
| Polar Capital Holdings Plc | 1.05% | Add +25.1% | 1,164,084 | $240.2M |
| Strategy Capital LLC | 19.21% | Add +9.3% | 1,138,617 | $234.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.14% | Reduce -4.5% | 1,074,397 | $221.7M |
| Bank of New York Mellon Corp | 0.04% | Reduce -1.3% | 1,044,041 | $215.4M |
| Lord, Abbett & Co. LLC | 0.70% | Add +7.8% | 992,060 | $204.7M |
| Marshall Wace, LLP | 0.22% | Add +42.8% | 986,607 | $203.6M |
| National Pension Service | 0.15% | Reduce -0.4% | 944,441 | $194.9M |
| Swedbank AB | 0.20% | Add +697.5% | 927,606 | $191.4M |
| Swiss National Bank | 0.11% | Add +8.1% | 927,200 | $191.3M |
| Raymond James Financial Inc. | 0.06% | Reduce -8.7% | 940,847 | $187.5M |
| AQR Capital Management | 0.08% | Add +48.1% | 907,388 | $180.4M |
| Select Equity Group, L.P. | 0.94% | Add +553.8% | 854,924 | $176.4M |
| Citigroup Inc. | 0.11% | Reduce -0.3% | 805,193 | $166.1M |
| Nuveen, LLC | 0.04% | Add +1.5% | 735,908 | $151.8M |
| Penserra Capital Management LLC | 1.77% | Add +1.9% | 728,648 | $150.3M |
| Nomura Asset Management International Inc. | 0.24% | Reduce -12.6% | 674,748 | $139.2M |
| Artisan Partners Limited Partnership | 0.22% | Add +13.5% | 668,158 | $137.9M |
| Wells Fargo & Company | 0.03% | Reduce -20.4% | 616,121 | $127.1M |
| Squarepoint Ops LLC | 0.26% | Reduce -61.9% | 581,691 | $120.0M |
| HSBC Holdings PLC | 0.07% | Add +181.2% | 581,821 | $118.9M |
| Ameriprise Financial Inc. | 0.03% | Reduce -13.1% | 564,120 | $116.4M |
| BNP Paribas Financial Markets | 0.08% | Add +1.5% | 553,157 | $114.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.10% | — | 541,958 | $111.8M |
| Westfield Capital Management Co. LP | 0.47% | Add +4.3% | 541,566 | $111.7M |
| Fred Alger Management, LLC | 0.49% | Add +22.7% | 538,062 | $111.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.33% | Add +32.5% | 536,384 | $110.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.26% | Add +4.5% | 511,468 | $105.5M |
| Neuberger Berman Group LLC | 0.08% | Reduce -8.3% | 506,756 | $104.6M |
| CIBC Bancorp USA Inc. | 0.14% | — | 494,899 | $102.1M |
| California State Teachers Retirement System | 0.10% | Reduce -1.4% | 465,859 | $96.1M |
| Baron Capital (BAMCO) | 0.28% | Add +11.7% | 457,324 | $94.4M |
| Barclays PLC | 0.03% | Add +86.3% | 441,519 | $91.1M |
| Mariner, LLC | 0.10% | Add +128.4% | 433,957 | $89.5M |
| Point72 Asset Management | 0.16% | New | 428,984 | $88.5M |
| Woodline Partners LP | 0.33% | Add +262.3% | 419,492 | $86.6M |
| Amova Asset Management Americas, Inc. | 1.22% | Reduce -7.3% | 419,086 | $86.5M |
| Allspring Global Investments Holdings, LLC | 0.14% | Add +0.8% | 411,076 | $84.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.10% | Add +31.3% | 407,773 | $84.1M |
| Credit Agricole S A | 0.27% | Reduce -7.6% | 403,181 | $83.2M |
| Peregrine Capital Management LLC | 3.08% | Reduce -6.2% | 401,849 | $82.9M |
| Rhumbline Advisers | 0.07% | Reduce -0.4% | 398,589 | $82.2M |
| California Public Employees Retirement System | 0.05% | Reduce -26.0% | 391,272 | $80.7M |
| Victory Capital Management Inc. | 0.05% | Reduce -1.8% | 384,775 | $79.4M |
| Sei Investments Co. | 0.07% | Add +12.0% | 383,521 | $79.1M |
| Bessemer Group Inc. | 0.12% | Add +1.5% | 364,155 | $75.1M |
| Susquehanna International Group, LLP | 0.10% | Add +116.1% | 363,290 | $75.0M |
| Balyasny Asset Management L.P. | 0.15% | Add +33.3% | 350,237 | $72.3M |
| Whittier Trust Co. | 0.82% | Add +9.2% | 340,968 | $72.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.05% | Add +11.8% | 344,503 | $71.1M |
| Allen Investment Management, LLC | 0.88% | Reduce -26.1% | 343,045 | $70.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.7% | 336,934 | $69.5M |
| KBC Group NV | 0.17% | Reduce -64.1% | 336,353 | $69.4M |
| Phoenix Financial Ltd. | 0.63% | New | 321,817 | $66.4M |
| Capital Research Global Investors | 0.01% | New | 321,736 | $66.4M |
| CANADA LIFE ASSURANCE Co | 0.12% | Add +9.5% | 311,012 | $64.3M |
| Broad Bay Capital Management, LP | 6.46% | New | 304,400 | $62.8M |
| Lingotto Investment Management LLP | 1.23% | Add +70.8% | 300,023 | $61.9M |
| USS Investment Management Ltd | 0.26% | Add +452.3% | 296,322 | $61.2M |
| Tremblant Capital Group | 1.95% | Add +57.2% | 294,208 | $60.7M |
| Whetstone Capital Advisors, LLC | 22.75% | No change | 293,031 | $60.5M |
"% of holder's portfolio" is NET's weight in each manager's 13F, not the share of Cloudflare Inc. Class A the manager owns.