NET
Cloudflare, Inc. · Technology · Software - Infrastructure
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 173 | +10 | 255.82M | $56.20B | +15 | −6 |
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 33.34M | — | $2.76B | 0.5% | n/c | 1 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 32.72M | — | $2.71B | 2.1% | n/c | 1 | SEC ↗ ×4 |
| 3 | Geode Capital Management ✦ (passive) | 4.71M | — | $389.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Norges Bank ✦ (passive) | 2.05M | — | $170.16M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 1.64M | — | $135.78M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 6 | Marshall Wace ✦ | 1.55M | — | $128.27M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 7 | Two Sigma Investments ✦ | 909.68K | — | $75.35M | 0.2% | n/c | 1 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 760.34K | — | $62.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | ARK Investment Management ✦ | 395.20K | — | $32.73M | 0.3% | n/c | 1 | SEC ↗ |
| 10 | Millennium Management ✦ | 179.71K | — | $14.89M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 132.54K | — | $10.98M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 90.10K | — | $7.46M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 8.48K | — | $702,482 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Gotham Asset Management ✦ | 5.12K | — | $424,172 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wellington Management ✦ | 3.85K | — | $318,730 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
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.
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)
Officer, Director · 2.16K sh · $759,730
Officer, Director · 5.69K sh · $1.97M
Officer, Director · 9.02K sh · $3.13M
Officer, Director · 3.90K sh · $1.36M
Officer, Director · 4.24K sh · $1.49M
Officer, Director · 7.69K sh · $2.68M
Officer, Director · 297 sh · $104,617
Officer, Director · 6.18K sh · $2.26M
Officer, Director · 4.26K sh · $1.55M
Officer, Director · 752 sh · $277,742
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology