Security record
NET
Cloudflare, Inc. · Technology · Software - Infrastructure
175Tracked holders
+10Δ holders
257.54MShares held
$56.63BReported value
+15New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +6.1% ·
share flow +12.4% ·
net new positions +6.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 175 | +10 | 257.54M | $56.63B | +15 | −4 |
| Q1 2026 | 167 | -4 | 226.33M | $46.60B | +6 | −11 |
| Q4 2025 | 170 | 0 | 247.60M | $48.54B | +2 | −1 |
| Q3 2025 | 23 | +1 | 192.15M | $41.23B | +2 | −2 |
| Q2 2025 | 20 | -1 | 155.18M | $30.39B | +1 | −2 |
| Q1 2025 | 18 | +2 | 81.48M | $9.18B | +2 | — |
| Q4 2024 | 16 | -1 | 87.68M | $9.44B | +1 | −2 |
| Q3 2024 | 16 | +1 | 81.62M | $6.60B | +1 | — |
| Q2 2024 | 15 | — | 78.50M | $6.50B | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 24.33M | +7.0% | $5.97B | 0.7% | ▲ Add | 9 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 21.60M | +2.4% | $5.30B | 0.1% | ▲ Add | 5 | SEC ↗ ×24 |
| 3 | Morgan Stanley ✦ | 15.26M | -3.9% | $3.74B | 0.2% | ▼ Trim | 4 | SEC ↗ ×25 |
| 4 | Baillie Gifford ✦ | 14.60M | -8.3% | $3.58B | 3.2% | ▼ Trim | 9 | SEC ↗ ×4 |
| 5 | Vanguard Capital Management Llc | 14.43M | +5.2% | $3.54B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 12.66M | -6.7% | $3.10B | 0.1% | ▼ Trim | 5 | SEC ↗ ×10 |
| 7 | Capital International Investors | 10.98M | +0.8% | $2.69B | 0.6% | ▲ Add | 2 | SEC ↗ |
| 8 | State Street Global Advisors ✦ (passive) | 7.42M | +3.4% | $1.82B | 0.1% | ▲ Add | 7 | SEC ↗ ×2 |
| 9 | Geode Capital Management ✦ (passive) | 5.96M | -0.5% | $1.46B | 0.1% | ▼ Trim | 9 | SEC ↗ ×2 |
| 10 | Jennison Associates Llc | 5.42M | +23.3% | $1.33B | 0.8% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | JPMorgan Chase ✦ | 5.27M | -10.7% | $1.28B | 0.1% | ▼ Trim | 4 | SEC ↗ ×21 |
| 12 | American Century Companies Inc | 4.29M | +18.2% | $1.05B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 13 | Wellington Management ✦ | 4.05M | +0.9% | $993.08M | 0.2% | ▲ Add | 9 | SEC ↗ ×9 |
| 14 | First Trust Advisors Lp | 3.76M | -0.5% | $921.43M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 15 | Franklin Resources Inc | 3.73M | +11.3% | $914.89M | 0.2% | ▲ Add | 3 | SEC ↗ ×10 |
| 16 | DZ BANK AG Deutsche Zentral… | 3.68M | -18.3% | $902.09M | 0.7% | ▼ Trim | 3 | SEC ↗ ×5 |
| 17 | Norges Bank ✦ (passive) | 3.60M | New | $882.24M | 0.1% | New | 1 | SEC ↗ |
| 18 | Invesco Ltd. | 3.10M | -0.3% | $761.30M | 0.1% | ▼ Trim | 3 | SEC ↗ ×11 |
| 19 | Goldman Sachs Group ✦ | 3.07M | +25.3% | $753.49M | 0.1% | ▲ Add | 4 | SEC ↗ ×6 |
| 20 | Legal & General Group Plc | 2.64M | -10.6% | $647.91M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 21 | Two Sigma Investments ✦ | 2.59M | -8.3% | $634.34M | 0.5% | ▼ Trim | 9 | SEC ↗ |
| 22 | UBS AM, a distinct business unit of… | 2.42M | -4.9% | $593.23M | 0.1% | ▼ Trim | 3 | SEC ↗ ×12 |
| 23 | Voya Investment Management Llc | 2.32M | -19.4% | $569.29M | 0.5% | ▼ Trim | 3 | SEC ↗ ×4 |
| 24 | Bank Of America Corp /De/ | 2.21M | +6.8% | $541.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 25 | Northern Trust Corp | 2.10M | +4.9% | $515.09M | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 26 | AQR Capital Management ✦ | 2.08M | +128.9% | $509.41M | 0.2% | ▲ Add | 9 | SEC ↗ ×12 |
| 27 | D. E. Shaw & Co. ✦ | 1.95M | +51.3% | $477.76M | 0.3% | ▲ Add | 3 | SEC ↗ ×3 |
| 28 | Royal Bank Of Canada | 1.84M | +14.6% | $451.78M | 0.1% | ▲ Add | 3 | SEC ↗ ×12 |
| 29 | Pictet Asset Management Holding SA | 1.80M | +30.1% | $440.99M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 30 | Charles Schwab Investment… | 1.80M | +11.4% | $440.52M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 31 | Deutsche Bank Ag\ | 1.60M | +1.8% | $393.49M | 0.1% | ▲ Add | 3 | SEC ↗ ×16 |
| 32 | Amundi | 1.59M | -6.8% | $390.40M | 0.1% | ▼ Trim | 3 | SEC ↗ ×7 |
| 33 | Massachusetts Financial Services Co… | 1.58M | +7.6% | $387.13M | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 34 | T. Rowe Price ✦ | 1.54M | +10.7% | $378.89M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 35 | Marshall Wace ✦ | 1.07M | +8.0% | $261.37M | 0.2% | ▲ Add | 9 | SEC ↗ ×4 |
| 36 | Bank of New York Mellon Corp | 3.55M | +239.6% | $259.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×16 |
| 37 | Sumitomo Mitsui Trust Group, Inc. | 997.86K | -7.1% | $244.75M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 38 | National Pension Service | 959.99K | +1.6% | $235.47M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 39 | UBS Group AG | 957.88K | -23.9% | $234.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 40 | Clearbridge Investments, LLC | 912.62K | +7516.0% | $223.85M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 41 | Raymond James Financial Inc | 909.54K | -3.3% | $223.09M | 0.1% | ▼ Trim | 3 | SEC ↗ ×7 |
| 42 | Hsbc Holdings Plc | 880.98K | +51.4% | $217.37M | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 43 | Swedbank AB | 881.46K | -5.0% | $216.20M | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 44 | Swiss National Bank | 875.10K | -5.6% | $214.64M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 45 | Nuveen, LLC | 816.85K | +11.0% | $200.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 46 | Citigroup Inc | 734.62K | -8.8% | $180.19M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 47 | Wells Fargo & Company/Mn | 714.50K | +16.0% | $175.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 48 | Balyasny Asset Management L.P. | 670.90K | +91.6% | $164.56M | 0.3% | ▲ Add | 3 | SEC ↗ ×2 |
| 49 | Nomura Asset Management… | 646.28K | -4.2% | $158.52M | 0.2% | ▼ Trim | 3 | SEC ↗ ×2 |
| 50 | Squarepoint Ops LLC | 638.96K | +9.8% | $156.72M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 51 | Neuberger Berman Group LLC | 606.03K | +19.6% | $148.65M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 52 | Citadel Advisors ✦ | 491.05K | -74.7% | $120.44M | 0.1% | ▼ Trim | 9 | SEC ↗ ×3 |
| 53 | Ameriprise Financial Inc | 490.02K | -13.1% | $120.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 54 | Artisan Partners Limited Partnership | 489.72K | -26.7% | $120.12M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 55 | CIBC Bancorp USA Inc. | 476.85K | -3.6% | $116.94M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 56 | Bamco Inc /Ny/ | 471.60K | +3.1% | $115.67M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 57 | Daiwa Securities Group Inc. | 468.32K | +967.3% | $114.87M | 0.3% | ▲ Add | 3 | SEC ↗ ×2 |
| 58 | Canada Pension Plan Investment Board | 457.16K | +230.2% | $112.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 59 | Qube Research & Technologies Ltd | 454.59K | New | $111.50M | 0.1% | New | 1 | SEC ↗ |
| 60 | Mitsubishi UFJ Trust & Banking Corp | 435.01K | -14.9% | $106.70M | 0.2% | ▼ Trim | 3 | SEC ↗ ×2 |
| 61 | Jane Street Group, Llc | 432.77K | -72.9% | $106.15M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 62 | BNP Paribas Asset Management… | 426.32K | +4.5% | $104.57M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 63 | Credit Agricole S A | 417.94K | +3.7% | $102.51M | 0.3% | ▲ Add | 3 | SEC ↗ ×4 |
| 64 | Allspring Global Investments… | 406.66K | -1.1% | $100.16M | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 65 | Mariner, LLC | 403.32K | -7.1% | $98.63M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 66 | Rhumbline Advisers | 399.26K | +0.2% | $97.93M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 67 | Victory Capital Management Inc | 393.06K | +2.1% | $96.41M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 68 | Royal London Asset Management Ltd | 386.93K | +89.9% | $94.91M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 69 | Mitsubishi UFJ Asset Management… | 377.51K | +9.6% | $92.60M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 70 | California Public Employees… | 369.76K | -5.5% | $90.70M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 71 | Kayne Anderson Rudnick Investment… | 367.58K | -31.5% | $90.16M | 0.3% | ▼ Trim | 3 | SEC ↗ ×2 |
| 72 | Dimensional Fund Advisors Lp | 343.18K | +1.9% | $84.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 73 | Susquehanna International Group, Llp | 320.31K | -11.8% | $78.56M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 74 | Nomura Asset Management Co Ltd | 311.23K | +15.7% | $76.34M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 75 | Alyeska Investment Group, L.P. | 308.20K | New | $75.60M | 0.2% | New | 1 | SEC ↗ |
| 76 | Optiver Holding B.V. | 305.26K | New | $74.87M | 1.1% | New | 1 | SEC ↗ |
| 77 | Envestnet Asset Management Inc | 294.20K | +2.7% | $72.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Schroder Investment Management Group | 289.55K | +8.9% | $70.58M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 79 | Aviva Plc | 269.86K | +0.6% | $66.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 80 | State Board Of Administration Of… | 269.13K | -2.2% | $66.01M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 81 | Sei Investments Co | 487.88K | +27.2% | $64.77M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 82 | LPL Financial LLC | 249.09K | +4.5% | $61.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Russell Investments Group, Ltd. | 248.57K | +16.7% | $60.95M | 0.1% | ▲ Add | 3 | SEC ↗ ×14 |
| 84 | Korea Investment CORP | 238.33K | -3.5% | $58.46M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 85 | Td Asset Management Inc | 222.13K | +146.9% | $54.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Barclays Plc | 222.03K | -49.7% | $54.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 87 | Asset Management One Co., Ltd. | 212.88K | -4.0% | $52.21M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 88 | Corient Private Wealth LP | 208.88K | +841.0% | $51.23M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 89 | Aberdeen Group plc | 201.85K | +11.7% | $49.51M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 90 | Alliancebernstein L.P. | 239.29K | -9.6% | $49.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | 1832 Asset Management L.P. | 192.80K | -84.1% | $47.29M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 92 | State Of Wisconsin Investment Board | 4.16M | +2426.1% | $44.61M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 93 | Storebrand Asset Management As | 181.34K | -0.7% | $44.48M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 94 | Blair William & Co/Il | 176.20K | +3.6% | $43.22M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 95 | ARK Investment Management ✦ | 175.72K | -4.3% | $43.10M | 0.3% | ▼ Trim | 9 | SEC ↗ |
| 96 | Renaissance Technologies ✦ | 171.40K | New | $42.04M | 0.1% | New | 1 | SEC ↗ |
| 97 | Danske Bank A/S | 169.84K | +1.6% | $41.66M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 98 | PFA Pension, Forsikringsaktieselskab | 168.38K | -2.3% | $41.30M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 99 | Universal- Beteiligungs- und… | 167.55K | -9.7% | $40.86M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 100 | New York State Common Retirement… | 159.60K | +0.4% | $39.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $882.24M | 0.1% |
| Qube Research & Technologies… | $111.50M | 0.1% |
| Alyeska Investment Group, L.P. | $75.60M | 0.2% |
| Optiver Holding B.V. | $74.87M | 1.1% |
| Renaissance Technologies | $42.04M | 0.1% |
Exited
| Point72 Asset Management | $88.52M | was 0.2% |
| Capital Research Global… | $66.39M | was 0.0% |
| Duquesne Family Office | $10.84M | was 0.4% |
| Walleye Trading LLC | $8.97M | was 0.2% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 17.10K shares, $3,528 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Oct 07
Zatlyn Michelle
Officer, Director · 2.16K sh · $759,730
Oct 07
Zatlyn Michelle
Officer, Director · 5.69K sh · $1.97M
Oct 07
Zatlyn Michelle
Officer, Director · 9.02K sh · $3.13M
Oct 07
Zatlyn Michelle
Officer, Director · 3.90K sh · $1.36M
Oct 07
Zatlyn Michelle
Officer, Director · 4.24K sh · $1.49M
Oct 07
Zatlyn Michelle
Officer, Director · 7.69K sh · $2.68M
Oct 07
Zatlyn Michelle
Officer, Director · 297 sh · $104,617
Oct 06
Zatlyn Michelle
Officer, Director · 6.18K sh · $2.26M
Oct 06
Zatlyn Michelle
Officer, Director · 4.26K sh · $1.55M
Oct 06
Zatlyn Michelle
Officer, Director · 752 sh · $277,742
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Jul 24
SC 13G/A — BAILLIE GIFFORD & CO
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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