Security record · archived quarter

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Cloudflare, Inc. · Technology · Software - Infrastructure

361.00 +5.6% mkt cap $128.13B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

167Tracked holders

-4Δ holders

226.33MShares held

$46.60BReported value

+6New positions

−11Exits

Stable Conviction score 38/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -2.3% · share flow +0.1% · net new positions -3.0% — formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 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	—	—

Holder count

Who holds it · Q1 2026

#	Manager	Shares	Δ shares	Value	Their weight		Held
1	Capital World Investors ✦	22.74M	-36.5%	$4.69B	0.6%	▼ Trim	8	SEC ↗
2	BlackRock ✦ (passive)	21.09M	-6.9%	$4.35B	0.1%	▼ Trim	4	SEC ↗ ×22
3	Baillie Gifford ✦	15.92M	-5.3%	$3.29B	3.4%	▼ Trim	8	SEC ↗ ×4
4	Morgan Stanley ✦	15.88M	-11.8%	$3.28B	0.2%	▼ Trim	3	SEC ↗ ×17
5	Vanguard Capital Management Llc	13.72M	—	$2.83B	0.1%	n/c	1	SEC ↗
6	Fidelity (FMR) ✦	13.56M	+6.3%	$2.80B	0.1%	▲ Add	4	SEC ↗ ×7
7	Capital International Investors	10.89M	New	$2.25B	0.5%	New	1	SEC ↗
8	State Street Global Advisors ✦ (passive)	7.18M	+2.7%	$1.48B	0.1%	▲ Add	6	SEC ↗
9	Geode Capital Management ✦ (passive)	5.99M	-0.4%	$1.23B	0.1%	▼ Trim	8	SEC ↗ ×2
10	JPMorgan Chase ✦	5.90M	-56.6%	$1.15B	0.1%	▼ Trim	3	SEC ↗ ×17
11	DZ BANK AG Deutsche Zentral…	4.50M	+533.1%	$929.10M	0.9%	▲ Add	2	SEC ↗ ×4
12	Jennison Associates Llc	4.39M	+135.8%	$906.76M	0.6%	▲ Add	2	SEC ↗ ×2
13	Wellington Management ✦	4.01M	+135.0%	$827.59M	0.2%	▲ Add	8	SEC ↗ ×5
14	First Trust Advisors Lp	3.77M	-6.1%	$778.73M	0.6%	▼ Trim	2	SEC ↗
15	American Century Companies Inc	3.63M	+14.3%	$748.45M	0.4%	▲ Add	2	SEC ↗
16	Franklin Resources Inc	3.35M	-6.3%	$691.40M	0.2%	▼ Trim	2	SEC ↗ ×6
17	Invesco Ltd.	3.11M	-15.9%	$642.44M	0.1%	▼ Trim	2	SEC ↗ ×12
18	Legal & General Group Plc	2.95M	+4.6%	$609.56M	0.1%	▲ Add	2	SEC ↗ ×3
19	Voya Investment Management Llc	2.88M	+25.6%	$594.14M	0.7%	▲ Add	2	SEC ↗ ×3
20	Two Sigma Investments ✦	2.82M	+124.2%	$581.85M	0.5%	▲ Add	8	SEC ↗
21	UBS AM, a distinct business unit of…	2.54M	+3.3%	$524.94M	0.1%	▲ Add	2	SEC ↗ ×12
22	Goldman Sachs Group ✦	2.45M	+5.1%	$506.02M	0.1%	▲ Add	3	SEC ↗ ×6
23	Bank Of America Corp /De/	2.07M	-9.5%	$426.65M	0.0%	▼ Trim	2	SEC ↗ ×7
24	Northern Trust Corp	2.00M	+1.5%	$412.95M	0.1%	▲ Add	2	SEC ↗ ×7
25	Citadel Advisors ✦	1.94M	+444.3%	$400.54M	0.3%	▲ Add	8	SEC ↗ ×2
26	Amundi	1.71M	+28.2%	$352.28M	0.1%	▲ Add	2	SEC ↗ ×5
27	Charles Schwab Investment…	1.61M	+5.3%	$332.71M	0.1%	▲ Add	2	SEC ↗
28	Royal Bank Of Canada	1.61M	-6.2%	$331.73M	0.1%	▼ Trim	2	SEC ↗ ×9
29	Jane Street Group, Llc	1.60M	+209.9%	$329.41M	0.4%	▲ Add	2	SEC ↗ ×3
30	Deutsche Bank Ag\	1.58M	-0.8%	$325.30M	0.1%	▼ Trim	2	SEC ↗ ×14
31	Massachusetts Financial Services Co…	1.47M	-10.5%	$302.72M	0.1%	▼ Trim	2	SEC ↗ ×6
32	T. Rowe Price ✦	1.39M	+34.8%	$287.82M	0.0%	▲ Add	8	SEC ↗ ×2
33	Pictet Asset Management Holding SA	1.38M	+17.6%	$284.90M	0.3%	▲ Add	2	SEC ↗
34	D. E. Shaw & Co. ✦	1.29M	+1040.8%	$265.61M	0.2%	▲ Add	2	SEC ↗ ×2
35	UBS Group AG	1.26M	+42.5%	$259.66M	0.0%	▲ Add	2	SEC ↗ ×5
36	1832 Asset Management L.P.	1.21M	+5.7%	$250.27M	0.3%	▲ Add	2	SEC ↗
37	Sumitomo Mitsui Trust Group, Inc.	1.07M	-4.5%	$221.69M	0.1%	▼ Trim	2	SEC ↗
38	Bank of New York Mellon Corp	1.04M	-1.2%	$215.43M	0.0%	▼ Trim	2	SEC ↗ ×13
39	Marshall Wace ✦	986.61K	+42.8%	$203.58M	0.2%	▲ Add	8	SEC ↗ ×4
40	National Pension Service	944.44K	-0.4%	$194.88M	0.1%	▼ Trim	2	SEC ↗
41	Swedbank AB	927.61K	+697.5%	$191.40M	0.2%	▲ Add	2	SEC ↗ ×2
42	Swiss National Bank	927.20K	+8.1%	$191.32M	0.1%	▲ Add	2	SEC ↗
43	Raymond James Financial Inc	940.85K	-8.7%	$187.47M	0.1%	▼ Trim	2	SEC ↗ ×7
44	AQR Capital Management ✦	907.39K	+48.1%	$180.38M	0.1%	▲ Add	8	SEC ↗ ×10
45	Citigroup Inc	805.19K	-0.3%	$166.14M	0.1%	▼ Trim	2	SEC ↗ ×3
46	Nuveen, LLC	735.91K	+1.5%	$151.85M	0.0%	▲ Add	2	SEC ↗ ×3
47	Nomura Asset Management…	674.75K	-12.6%	$139.23M	0.2%	▼ Trim	2	SEC ↗ ×2
48	Artisan Partners Limited Partnership	668.16K	+13.5%	$137.87M	0.2%	▲ Add	2	SEC ↗
49	Wells Fargo & Company/Mn	616.12K	-20.4%	$127.13M	0.0%	▼ Trim	2	SEC ↗ ×4
50	Squarepoint Ops LLC	581.69K	-61.9%	$120.03M	0.3%	▼ Trim	2	SEC ↗
51	Hsbc Holdings Plc	581.82K	+40.6%	$118.87M	0.1%	▲ Add	2	SEC ↗ ×6
52	Ameriprise Financial Inc	564.12K	-13.1%	$116.40M	0.0%	▼ Trim	2	SEC ↗ ×4
53	Bnp Paribas Financial Markets	553.16K	+1.5%	$114.14M	0.1%	▲ Add	2	SEC ↗
54	Kayne Anderson Rudnick Investment…	536.38K	+32.5%	$110.68M	0.3%	▲ Add	2	SEC ↗ ×2
55	Mitsubishi UFJ Trust & Banking Corp	511.47K	+4.5%	$105.54M	0.3%	▲ Add	2	SEC ↗
56	Neuberger Berman Group LLC	506.76K	-8.3%	$104.56M	0.1%	▼ Trim	2	SEC ↗ ×2
57	CIBC Bancorp USA Inc.	494.90K	—	$102.11M	0.1%	n/c	1	SEC ↗ ×3
58	California State Teachers…	465.86K	-1.4%	$96.13M	0.1%	▼ Trim	2	SEC ↗
59	Bamco Inc /Ny/	457.32K	+11.7%	$94.36M	0.3%	▲ Add	2	SEC ↗
60	Barclays Plc	441.52K	+86.3%	$91.10M	0.0%	▲ Add	2	SEC ↗ ×3
61	Mariner, LLC	433.96K	+128.4%	$89.52M	0.1%	▲ Add	2	SEC ↗ ×3
62	Point72 Asset Management ✦	428.98K	New	$88.52M	0.2%	New	1	SEC ↗
63	Allspring Global Investments…	411.08K	+0.8%	$84.45M	0.1%	▲ Add	2	SEC ↗ ×3
64	BNP Paribas Asset Management…	407.77K	+31.3%	$84.12M	0.1%	▲ Add	2	SEC ↗ ×3
65	Credit Agricole S A	403.18K	-7.6%	$83.19M	0.3%	▼ Trim	2	SEC ↗ ×4
66	Rhumbline Advisers	398.59K	-0.4%	$82.24M	0.1%	▼ Trim	2	SEC ↗
67	California Public Employees…	391.27K	-26.0%	$80.74M	0.1%	▼ Trim	2	SEC ↗
68	Victory Capital Management Inc	384.77K	-1.8%	$79.39M	0.1%	▼ Trim	2	SEC ↗
69	Sei Investments Co	383.52K	+12.0%	$79.14M	0.1%	▲ Add	2	SEC ↗ ×2
70	Susquehanna International Group, Llp	363.29K	+116.1%	$74.96M	0.1%	▲ Add	2	SEC ↗ ×2
71	Balyasny Asset Management L.P.	350.24K	+33.3%	$72.27M	0.1%	▲ Add	2	SEC ↗
72	Mitsubishi UFJ Asset Management…	344.50K	+11.8%	$71.08M	0.0%	▲ Add	2	SEC ↗
73	Dimensional Fund Advisors Lp	336.93K	+0.7%	$69.48M	0.0%	▲ Add	2	SEC ↗ ×5
74	Capital Research Global Investors	321.74K	New	$66.39M	0.0%	New	1	SEC ↗
75	Envestnet Asset Management Inc	286.48K	-2.0%	$59.11M	0.0%	▼ Trim	2	SEC ↗
76	State Board Of Administration Of…	275.29K	-0.2%	$56.80M	0.1%	▼ Trim	2	SEC ↗
77	Nomura Asset Management Co Ltd	268.90K	-32.5%	$55.49M	0.1%	▼ Trim	2	SEC ↗ ×3
78	Aviva Plc	268.15K	+3.1%	$55.33M	0.1%	▲ Add	2	SEC ↗
79	Alliancebernstein L.P.	264.57K	+33.8%	$52.16M	0.0%	▲ Add	2	SEC ↗
80	Schroder Investment Management Group	265.79K	—	$51.73M	0.0%	n/c	1	SEC ↗ ×3
81	Korea Investment CORP	246.95K	+16.3%	$50.96M	0.1%	▲ Add	2	SEC ↗
82	Principal Financial Group Inc	245.02K	+75.8%	$50.56M	0.0%	▲ Add	2	SEC ↗ ×3
83	Janus Henderson Group Plc	241.37K	+583.1%	$49.81M	0.0%	▲ Add	2	SEC ↗ ×3
84	LPL Financial LLC	238.46K	+0.2%	$49.20M	0.0%	▲ Add	2	SEC ↗
85	Millennium Management ✦	223.05K	+3.6%	$46.02M	0.0%	▲ Add	8	SEC ↗
86	Asset Management One Co., Ltd.	221.74K	+0.7%	$45.75M	0.1%	▲ Add	2	SEC ↗
87	Russell Investments Group, Ltd.	213.05K	+8.1%	$43.89M	0.0%	▲ Add	2	SEC ↗ ×12
88	Royal London Asset Management Ltd	203.75K	+30.4%	$42.04M	0.1%	▲ Add	2	SEC ↗
89	Mackenzie Financial Corp	194.32K	+731.1%	$40.10M	0.0%	▲ Add	2	SEC ↗
90	Toronto Dominion Bank	185.45K	+269.9%	$38.27M	0.1%	▲ Add	2	SEC ↗
91	Universal- Beteiligungs- und…	185.56K	+4.3%	$38.12M	0.1%	▲ Add	2	SEC ↗
92	ARK Investment Management ✦	183.64K	-12.6%	$37.89M	0.3%	▼ Trim	8	SEC ↗
93	Storebrand Asset Management As	182.55K	-24.2%	$37.67M	0.1%	▼ Trim	2	SEC ↗
94	Aberdeen Group plc	180.75K	+4.5%	$37.30M	0.1%	▲ Add	2	SEC ↗ ×2
95	PFA Pension, Forsikringsaktieselskab	172.32K	+17.6%	$35.56M	0.1%	▲ Add	2	SEC ↗
96	Blair William & Co/Il	170.09K	-14.0%	$35.10M	0.1%	▼ Trim	2	SEC ↗
97	Danske Bank A/S	167.24K	-21.5%	$34.51M	0.1%	▼ Trim	2	SEC ↗ ×3
98	State Of Wisconsin Investment Board	164.73K	+4.5%	$33.99M	0.1%	▲ Add	2	SEC ↗
99	New York State Common Retirement…	158.90K	+0.7%	$32.79M	0.0%	▲ Add	2	SEC ↗
100	Ensign Peak Advisors, Inc	156.76K	+28.8%	$32.35M	0.1%	▲ Add	2	SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Capital International…	$2.25B	0.5%
Point72 Asset Management	$88.52M	0.2%
Capital Research Global…	$66.39M	0.0%

Exited

Norges Bank	$718.32M	was 0.1%
Arrowstreet Capital	$101.05M	was 0.1%
Alyeska Investment Group, L.P.	$65.51M	was 0.2%
Qube Research & Technologies…	$39.25M	was 0.1%
Renaissance Technologies	$25.71M	was 0.0%
Tudor Investment Corp Et Al	$22.50M	was 0.1%
Caisse De Depot Et Placement…	$8.44M	was 0.0%
Simplex Trading, Llc	$7.49M	was 0.2%
Optiver Holding B.V.	$2.52M	was 0.0%
Capstone Investment Advisors…	$438,264	was 0.0%
Peak6 Llc	$1,026	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.

GOOGL165shared holders AVGO165shared holders MSFT165shared holders META165shared holders AMZN165shared holders

Insider transactions

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

Beneficial ownership

Jul 24 SC 13G/A — BAILLIE GIFFORD & CO

View original SEC filing ↗

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: Q1 2026 · Methodology · Get this via the API

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New buyers

Exited

Open-market purchases (P)

Open-market sales (S)

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