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Cloudflare, Inc. · Technology · Software - Infrastructure
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow -7.1% ·
net new positions +11.1%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 34.57M | -2.4% | $3.90B | 0.6% | ▼ Trim | 4 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 27.43M | -14.0% | $3.09B | 2.7% | ▼ Trim | 4 | SEC ↗ ×4 |
| 3 | State Street Global Advisors ✦ (passive) | 6.56M | +0.8% | $739.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 5.27M | +7.4% | $592.10M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Norges Bank ✦ (passive) | 2.26M | -2.7% | $254.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 1.38M | +325.4% | $155.96M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 935.92K | +18.9% | $105.47M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 8 | Arrowstreet Capital ✦ | 794.46K | +242.2% | $89.53M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Marshall Wace ✦ | 583.56K | -64.3% | $65.76M | 0.1% | ▼ Trim | 4 | SEC ↗ ×2 |
| 10 | Citadel Advisors ✦ | 466.14K | -70.5% | $52.53M | 0.1% | ▼ Trim | 4 | SEC ↗ ×2 |
| 11 | Millennium Management ✦ | 335.94K | +186.1% | $37.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 342.82K | +65.5% | $37.34M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 13 | Point72 Asset Management ✦ | 281.48K | -80.0% | $31.72M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | ARK Investment Management ✦ | 219.14K | -37.4% | $24.69M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 23.97K | +245.6% | $2.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Soros Fund Management ✦ | 22.95K | New | $2.59M | 0.1% | New | 1 | SEC ↗ |
| 17 | Wellington Management ✦ | 8.38K | +41.4% | $944,567 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 18 | D. E. Shaw & Co. ✦ | 5.45K | New | $613,597 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Soros Fund Management | $2.59M | 0.1% |
| D. E. Shaw & Co. | $613,597 | 0.0% |
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