Security record · archived quarter
NET
Cloudflare, Inc. · Technology · Software - Infrastructure
170Tracked holders
0Δ holders
247.60MShares held
$48.54BReported value
+2New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -6.7% · net new positions +0.6% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
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 · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 35.83M | -11.6% | $7.06B | 1.0% | ▼ Trim | 7 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 32.41M | +0.3% | $6.39B | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 3 | BlackRock ✦ (passive) | 22.65M | +0.1% | $4.47B | 0.1% | ▲ Add | 3 | SEC ↗ ×21 |
| 4 | Morgan Stanley ✦ | 18.01M | -5.3% | $3.55B | 0.2% | ▼ Trim | 2 | SEC ↗ ×18 |
| 5 | Baillie Gifford ✦ | 16.82M | -23.0% | $3.32B | 2.8% | ▼ Trim | 7 | SEC ↗ ×4 |
| 6 | JPMorgan Chase ✦ | 13.61M | -35.6% | $2.68B | 0.2% | ▼ Trim | 2 | SEC ↗ ×16 |
| 7 | Fidelity (FMR) ✦ | 12.75M | -3.8% | $2.51B | 0.1% | ▼ Trim | 3 | SEC ↗ ×7 |
| 8 | State Street Global Advisors ✦ (passive) | 6.99M | +2.6% | $1.38B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 6.02M | +4.2% | $1.18B | 0.1% | ▲ Add | 7 | SEC ↗ ×2 |
| 10 | First Trust Advisors Lp | 4.02M | — | $792.38M | 0.6% | n/c | 1 | SEC ↗ |
| 11 | Invesco Ltd. | 3.70M | — | $729.59M | 0.1% | n/c | 1 | SEC ↗ ×13 |
| 12 | Norges Bank ✦ (passive) | 3.64M | New | $718.32M | 0.1% | New | 1 | SEC ↗ |
| 13 | Franklin Resources Inc | 3.58M | — | $704.95M | 0.2% | n/c | 1 | SEC ↗ ×7 |
| 14 | American Century Companies Inc | 3.17M | — | $625.83M | 0.3% | n/c | 1 | SEC ↗ |
| 15 | Legal & General Group Plc | 2.82M | — | $556.90M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 16 | UBS AM, a distinct business unit of… | 2.46M | — | $485.75M | 0.1% | n/c | 1 | SEC ↗ ×11 |
| 17 | Goldman Sachs Group ✦ | 2.33M | -3.9% | $460.16M | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 18 | Voya Investment Management Llc | 2.29M | — | $452.13M | 0.5% | n/c | 1 | SEC ↗ ×3 |
| 19 | Bank Of America Corp /De/ | 2.29M | — | $450.56M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 20 | Northern Trust Corp | 1.97M | — | $388.70M | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 21 | Jennison Associates Llc | 1.86M | — | $367.41M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 22 | Royal Bank Of Canada | 1.71M | — | $337.85M | 0.1% | n/c | 1 | SEC ↗ ×9 |
| 23 | Wellington Management ✦ | 1.71M | +35.9% | $336.54M | 0.1% | ▲ Add | 7 | SEC ↗ ×3 |
| 24 | Massachusetts Financial Services Co… | 1.64M | — | $323.26M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 25 | Deutsche Bank Ag\ | 1.59M | — | $313.19M | 0.1% | n/c | 1 | SEC ↗ ×14 |
| 26 | Charles Schwab Investment… | 1.53M | — | $301.88M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Squarepoint Ops LLC | 1.53M | — | $300.96M | 0.6% | n/c | 1 | SEC ↗ |
| 28 | Amundi | 1.33M | — | $262.50M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 29 | Two Sigma Investments ✦ | 1.26M | +1.7% | $247.94M | 0.4% | ▲ Add | 7 | SEC ↗ |
| 30 | Pictet Asset Management Holding SA | 1.18M | — | $231.84M | 0.2% | n/c | 1 | SEC ↗ |
| 31 | 1832 Asset Management L.P. | 1.15M | — | $226.31M | 0.3% | n/c | 1 | SEC ↗ |
| 32 | Sumitomo Mitsui Trust Group, Inc. | 1.13M | — | $221.91M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 1.06M | — | $208.44M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 34 | Raymond James Financial Inc | 1.03M | — | $204.85M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 35 | T. Rowe Price ✦ | 1.03M | -23.7% | $203.99M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 36 | National Pension Service | 948.00K | — | $186.90M | 0.1% | n/c | 1 | SEC ↗ |
| 37 | UBS Group AG | 882.91K | — | $174.07M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 38 | Swiss National Bank | 857.40K | — | $169.04M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Citigroup Inc | 807.40K | — | $159.18M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 40 | Wells Fargo & Company/Mn | 774.00K | — | $152.59M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 41 | Nomura Asset Management… | 771.64K | — | $152.13M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 42 | Nuveen, LLC | 725.01K | — | $142.94M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 43 | DZ BANK AG Deutsche Zentral… | 711.24K | — | $140.22M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 44 | Federated Hermes, Inc. | 692.83K | — | $136.59M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 45 | Marshall Wace ✦ | 690.75K | +31.1% | $136.18M | 0.1% | ▲ Add | 7 | SEC ↗ ×4 |
| 46 | Ameriprise Financial Inc | 649.03K | — | $127.96M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 47 | AQR Capital Management ✦ | 612.69K | +8.8% | $120.79M | 0.1% | ▲ Add | 7 | SEC ↗ ×8 |
| 48 | Artisan Partners Limited Partnership | 588.60K | — | $116.04M | 0.2% | n/c | 1 | SEC ↗ |
| 49 | Neuberger Berman Group LLC | 552.67K | — | $108.96M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 50 | Canada Pension Plan Investment Board | 547.69K | — | $107.98M | 0.1% | n/c | 1 | SEC ↗ |
| 51 | Bnp Paribas Financial Markets | 544.94K | — | $107.44M | 0.1% | n/c | 1 | SEC ↗ |
| 52 | California Public Employees… | 528.95K | — | $104.28M | 0.1% | n/c | 1 | SEC ↗ |
| 53 | Jane Street Group, Llc | 515.14K | — | $101.56M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 54 | Arrowstreet Capital ✦ | 512.55K | +13.4% | $101.05M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 55 | Mitsubishi UFJ Trust & Banking Corp | 489.55K | — | $96.51M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 56 | California State Teachers… | 472.40K | — | $93.13M | 0.1% | n/c | 1 | SEC ↗ |
| 57 | Credit Agricole S A | 436.33K | — | $86.02M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 58 | Hsbc Holdings Plc | 413.83K | — | $81.78M | 0.0% | n/c | 1 | SEC ↗ ×22 |
| 59 | Bamco Inc /Ny/ | 409.60K | — | $80.75M | 0.2% | n/c | 1 | SEC ↗ |
| 60 | Allspring Global Investments… | 407.73K | — | $79.92M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 61 | Kayne Anderson Rudnick Investment… | 404.71K | — | $79.79M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 62 | Rhumbline Advisers | 400.19K | — | $78.90M | 0.1% | n/c | 1 | SEC ↗ |
| 63 | Nomura Asset Management Co Ltd | 398.33K | — | $78.53M | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 64 | Victory Capital Management Inc | 391.81K | — | $77.25M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Citadel Advisors ✦ | 356.62K | -0.6% | $70.31M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 66 | Sei Investments Co | 342.38K | — | $67.50M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 67 | Dimensional Fund Advisors Lp | 334.56K | — | $65.97M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 68 | Alyeska Investment Group, L.P. | 332.30K | — | $65.51M | 0.2% | n/c | 1 | SEC ↗ |
| 69 | BNP Paribas Asset Management… | 310.66K | — | $61.27M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 70 | Mitsubishi UFJ Asset Management… | 308.15K | — | $60.40M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Envestnet Asset Management Inc | 292.32K | — | $57.63M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | State Board Of Administration Of… | 275.83K | — | $54.38M | 0.1% | n/c | 1 | SEC ↗ |
| 73 | Balyasny Asset Management L.P. | 262.70K | — | $51.79M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 74 | Aviva Plc | 260.18K | — | $51.30M | 0.1% | n/c | 1 | SEC ↗ |
| 75 | Parallax Volatility Advisers, L.P. | 252.40K | — | $49.76M | 1.7% | n/c | 1 | SEC ↗ |
| 76 | Man Group plc | 241.80K | — | $47.67M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 77 | Storebrand Asset Management As | 240.83K | — | $47.48M | 0.1% | n/c | 1 | SEC ↗ |
| 78 | LPL Financial LLC | 237.96K | — | $46.91M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Barclays Plc | 237.03K | — | $46.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 80 | Asset Management One Co., Ltd. | 220.16K | — | $44.18M | 0.1% | n/c | 1 | SEC ↗ |
| 81 | Millennium Management ✦ | 215.37K | +510.7% | $42.46M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 82 | Danske Bank A/S | 213.09K | — | $42.01M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 83 | Korea Investment CORP | 212.38K | — | $41.87M | 0.1% | n/c | 1 | SEC ↗ |
| 84 | ARK Investment Management ✦ | 210.09K | -5.5% | $41.42M | 0.3% | ▼ Trim | 7 | SEC ↗ |
| 85 | Qube Research & Technologies Ltd | 199.06K | — | $39.25M | 0.1% | n/c | 1 | SEC ↗ |
| 86 | Blair William & Co/Il | 197.86K | — | $39.01M | 0.1% | n/c | 1 | SEC ↗ |
| 87 | Alliancebernstein L.P. | 197.71K | — | $38.98M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Russell Investments Group, Ltd. | 197.05K | — | $38.88M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 89 | Mariner, LLC | 189.96K | — | $37.45M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 90 | Universal- Beteiligungs- und… | 177.90K | — | $35.00M | 0.1% | n/c | 1 | SEC ↗ |
| 91 | Aberdeen Group plc | 173.04K | — | $34.11M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 92 | Susquehanna International Group, Llp | 168.14K | — | $33.15M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | New York State Common Retirement… | 157.83K | — | $31.12M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | State Of Wisconsin Investment Board | 157.68K | — | $31.09M | 0.1% | n/c | 1 | SEC ↗ |
| 95 | Royal London Asset Management Ltd | 156.28K | — | $30.81M | 0.1% | n/c | 1 | SEC ↗ |
| 96 | PFA Pension, Forsikringsaktieselskab | 146.56K | — | $29.26M | 0.1% | n/c | 1 | SEC ↗ |
| 97 | Principal Financial Group Inc | 139.37K | — | $27.48M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 98 | Renaissance Technologies ✦ | 130.40K | -60.3% | $25.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Parnassus Investments, Llc | 126.94K | — | $25.03M | 0.1% | n/c | 1 | SEC ↗ |
| 100 | Ensign Peak Advisors, Inc | 121.75K | — | $24.00M | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $718.32M | 0.1% |
Exited
| Fisher Asset Management | $206,961 | was 0.0% |
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: Q4 2025 ·
Methodology ·
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