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Security record

NET

Cloudflare, Inc. · Technology · Software - Infrastructure

277.59 -1.0% mkt cap $98.53B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
175Tracked holders
+10Δ holders
257.54MShares held
$56.63BReported value
+15New positions
−4Exits
Strongly Rising Conviction score 51/100 How these are computed → Explain this at the Research Desk →

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
QuarterHoldersΔSharesReported valueNewExits
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 · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
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 ↗
3 BlackRock (passive) 21.60M +2.4% $5.30B 0.1% ▲ Add 5 SEC ↗
4 BlackRock (passive) 21.60M +2.4% $5.30B 0.1% ▲ Add 5 SEC ↗
5 BlackRock (passive) 21.60M +2.4% $5.30B 0.1% ▲ Add 5 SEC ↗
6 BlackRock (passive) 21.60M +2.4% $5.30B 0.1% ▲ Add 5 SEC ↗
7 BlackRock (passive) 21.60M +2.4% $5.30B 0.1% ▲ Add 5 SEC ↗
8 BlackRock (passive) 21.60M +2.4% $5.30B 0.1% ▲ Add 5 SEC ↗
9 BlackRock (passive) 21.60M +2.4% $5.30B 0.1% ▲ Add 5 SEC ↗
10 BlackRock (passive) 21.60M +2.4% $5.30B 0.1% ▲ Add 5 SEC ↗
11 BlackRock (passive) 21.60M +2.4% $5.30B 0.1% ▲ Add 5 SEC ↗
12 BlackRock (passive) 21.60M +2.4% $5.30B 0.1% ▲ Add 5 SEC ↗
13 BlackRock (passive) 21.60M +2.4% $5.30B 0.1% ▲ Add 5 SEC ↗
14 BlackRock (passive) 21.60M +2.4% $5.30B 0.1% ▲ Add 5 SEC ↗
15 BlackRock (passive) 21.60M +2.4% $5.30B 0.1% ▲ Add 5 SEC ↗
16 BlackRock (passive) 21.60M +2.4% $5.30B 0.1% ▲ Add 5 SEC ↗
17 BlackRock (passive) 21.60M +2.4% $5.30B 0.1% ▲ Add 5 SEC ↗
18 BlackRock (passive) 21.60M +2.4% $5.30B 0.1% ▲ Add 5 SEC ↗
19 BlackRock (passive) 21.60M +2.4% $5.30B 0.1% ▲ Add 5 SEC ↗
20 BlackRock (passive) 21.60M +2.4% $5.30B 0.1% ▲ Add 5 SEC ↗
21 BlackRock (passive) 21.60M +2.4% $5.30B 0.1% ▲ Add 5 SEC ↗
22 BlackRock (passive) 21.60M +2.4% $5.30B 0.1% ▲ Add 5 SEC ↗
23 BlackRock (passive) 21.60M +2.4% $5.30B 0.1% ▲ Add 5 SEC ↗
24 BlackRock (passive) 21.60M +2.4% $5.30B 0.1% ▲ Add 5 SEC ↗
25 BlackRock (passive) 21.60M +2.4% $5.30B 0.1% ▲ Add 5 SEC ↗
26 Morgan Stanley 15.26M -3.9% $3.74B 0.2% ▼ Trim 4 SEC ↗
27 Morgan Stanley 15.26M -3.9% $3.74B 0.2% ▼ Trim 4 SEC ↗
28 Morgan Stanley 15.26M -3.9% $3.74B 0.2% ▼ Trim 4 SEC ↗
29 Morgan Stanley 15.26M -3.9% $3.74B 0.2% ▼ Trim 4 SEC ↗
30 Morgan Stanley 15.26M -3.9% $3.74B 0.2% ▼ Trim 4 SEC ↗
31 Morgan Stanley 15.26M -3.9% $3.74B 0.2% ▼ Trim 4 SEC ↗
32 Morgan Stanley 15.26M -3.9% $3.74B 0.2% ▼ Trim 4 SEC ↗
33 Morgan Stanley 15.26M -3.9% $3.74B 0.2% ▼ Trim 4 SEC ↗
34 Morgan Stanley 15.26M -3.9% $3.74B 0.2% ▼ Trim 4 SEC ↗
35 Morgan Stanley 15.26M -3.9% $3.74B 0.2% ▼ Trim 4 SEC ↗
36 Morgan Stanley 15.26M -3.9% $3.74B 0.2% ▼ Trim 4 SEC ↗
37 Morgan Stanley 15.26M -3.9% $3.74B 0.2% ▼ Trim 4 SEC ↗
38 Morgan Stanley 15.26M -3.9% $3.74B 0.2% ▼ Trim 4 SEC ↗
39 Morgan Stanley 15.26M -3.9% $3.74B 0.2% ▼ Trim 4 SEC ↗
40 Morgan Stanley 15.26M -3.9% $3.74B 0.2% ▼ Trim 4 SEC ↗
41 Morgan Stanley 15.26M -3.9% $3.74B 0.2% ▼ Trim 4 SEC ↗
42 Morgan Stanley 15.26M -3.9% $3.74B 0.2% ▼ Trim 4 SEC ↗
43 Morgan Stanley 15.26M -3.9% $3.74B 0.2% ▼ Trim 4 SEC ↗
44 Morgan Stanley 15.26M -3.9% $3.74B 0.2% ▼ Trim 4 SEC ↗
45 Morgan Stanley 15.26M -3.9% $3.74B 0.2% ▼ Trim 4 SEC ↗
46 Morgan Stanley 15.26M -3.9% $3.74B 0.2% ▼ Trim 4 SEC ↗
47 Morgan Stanley 15.26M -3.9% $3.74B 0.2% ▼ Trim 4 SEC ↗
48 Morgan Stanley 15.26M -3.9% $3.74B 0.2% ▼ Trim 4 SEC ↗
49 Morgan Stanley 15.26M -3.9% $3.74B 0.2% ▼ Trim 4 SEC ↗
50 Morgan Stanley 15.26M -3.9% $3.74B 0.2% ▼ Trim 4 SEC ↗
51 Baillie Gifford 14.60M -8.3% $3.58B 3.2% ▼ Trim 9 SEC ↗
52 Baillie Gifford 14.60M -8.3% $3.58B 3.2% ▼ Trim 9 SEC ↗
53 Baillie Gifford 14.60M -8.3% $3.58B 3.2% ▼ Trim 9 SEC ↗
54 Baillie Gifford 14.60M -8.3% $3.58B 3.2% ▼ Trim 9 SEC ↗
55 Vanguard Capital Management Llc 14.43M +5.2% $3.54B 0.1% ▲ Add 2 SEC ↗
56 Fidelity (FMR) 12.66M -6.7% $3.10B 0.1% ▼ Trim 5 SEC ↗
57 Fidelity (FMR) 12.66M -6.7% $3.10B 0.1% ▼ Trim 5 SEC ↗
58 Fidelity (FMR) 12.66M -6.7% $3.10B 0.1% ▼ Trim 5 SEC ↗
59 Fidelity (FMR) 12.66M -6.7% $3.10B 0.1% ▼ Trim 5 SEC ↗
60 Fidelity (FMR) 12.66M -6.7% $3.10B 0.1% ▼ Trim 5 SEC ↗
61 Fidelity (FMR) 12.66M -6.7% $3.10B 0.1% ▼ Trim 5 SEC ↗
62 Fidelity (FMR) 12.66M -6.7% $3.10B 0.1% ▼ Trim 5 SEC ↗
63 Fidelity (FMR) 12.66M -6.7% $3.10B 0.1% ▼ Trim 5 SEC ↗
64 Fidelity (FMR) 12.66M -6.7% $3.10B 0.1% ▼ Trim 5 SEC ↗
65 Fidelity (FMR) 12.66M -6.7% $3.10B 0.1% ▼ Trim 5 SEC ↗
66 Capital International Investors 10.98M +0.8% $2.69B 0.6% ▲ Add 2 SEC ↗
67 State Street Global Advisors (passive) 7.42M +3.4% $1.82B 0.1% ▲ Add 7 SEC ↗
68 Geode Capital Management (passive) 5.96M -0.5% $1.46B 0.1% ▼ Trim 9 SEC ↗
69 Geode Capital Management (passive) 5.96M -0.5% $1.46B 0.1% ▼ Trim 9 SEC ↗
70 Jennison Associates Llc 5.42M +23.3% $1.33B 0.8% ▲ Add 3 SEC ↗
71 Jennison Associates Llc 5.42M +23.3% $1.33B 0.8% ▲ Add 3 SEC ↗
72 JPMorgan Chase 5.27M -10.7% $1.28B 0.1% ▼ Trim 4 SEC ↗
73 JPMorgan Chase 5.27M -10.7% $1.28B 0.1% ▼ Trim 4 SEC ↗
74 JPMorgan Chase 5.27M -10.7% $1.28B 0.1% ▼ Trim 4 SEC ↗
75 JPMorgan Chase 5.27M -10.7% $1.28B 0.1% ▼ Trim 4 SEC ↗
76 JPMorgan Chase 5.27M -10.7% $1.28B 0.1% ▼ Trim 4 SEC ↗
77 JPMorgan Chase 5.27M -10.7% $1.28B 0.1% ▼ Trim 4 SEC ↗
78 JPMorgan Chase 5.27M -10.7% $1.28B 0.1% ▼ Trim 4 SEC ↗
79 JPMorgan Chase 5.27M -10.7% $1.28B 0.1% ▼ Trim 4 SEC ↗
80 JPMorgan Chase 5.27M -10.7% $1.28B 0.1% ▼ Trim 4 SEC ↗
81 JPMorgan Chase 5.27M -10.7% $1.28B 0.1% ▼ Trim 4 SEC ↗
82 JPMorgan Chase 5.27M -10.7% $1.28B 0.1% ▼ Trim 4 SEC ↗
83 JPMorgan Chase 5.27M -10.7% $1.28B 0.1% ▼ Trim 4 SEC ↗
84 JPMorgan Chase 5.27M -10.7% $1.28B 0.1% ▼ Trim 4 SEC ↗
85 JPMorgan Chase 5.27M -10.7% $1.28B 0.1% ▼ Trim 4 SEC ↗
86 JPMorgan Chase 5.27M -10.7% $1.28B 0.1% ▼ Trim 4 SEC ↗
87 JPMorgan Chase 5.27M -10.7% $1.28B 0.1% ▼ Trim 4 SEC ↗
88 JPMorgan Chase 5.27M -10.7% $1.28B 0.1% ▼ Trim 4 SEC ↗
89 JPMorgan Chase 5.27M -10.7% $1.28B 0.1% ▼ Trim 4 SEC ↗
90 JPMorgan Chase 5.27M -10.7% $1.28B 0.1% ▼ Trim 4 SEC ↗
91 JPMorgan Chase 5.27M -10.7% $1.28B 0.1% ▼ Trim 4 SEC ↗
92 JPMorgan Chase 5.27M -10.7% $1.28B 0.1% ▼ Trim 4 SEC ↗
93 American Century Companies Inc 4.29M +18.2% $1.05B 0.5% ▲ Add 3 SEC ↗
94 Wellington Management 4.05M +0.9% $993.08M 0.2% ▲ Add 9 SEC ↗
95 Wellington Management 4.05M +0.9% $993.08M 0.2% ▲ Add 9 SEC ↗
96 Wellington Management 4.05M +0.9% $993.08M 0.2% ▲ Add 9 SEC ↗
97 Wellington Management 4.05M +0.9% $993.08M 0.2% ▲ Add 9 SEC ↗
98 Wellington Management 4.05M +0.9% $993.08M 0.2% ▲ Add 9 SEC ↗
99 Wellington Management 4.05M +0.9% $993.08M 0.2% ▲ Add 9 SEC ↗
100 Wellington Management 4.05M +0.9% $993.08M 0.2% ▲ Add 9 SEC ↗

“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

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.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 21 Zatlyn Michelle

Officer, Director · 5.62K sh · $1.57M

Aug 21 Zatlyn Michelle

Officer, Director · 90 sh · $25,318

Aug 21 Zatlyn Michelle

Officer, Director · 2.21K sh · $605,485

Aug 21 Zatlyn Michelle

Officer, Director · 5.26K sh · $1.47M

Aug 21 Zatlyn Michelle

Officer, Director · 8.99K sh · $2.48M

Aug 21 Zatlyn Michelle

Officer, Director · 4.24K sh · $1.17M

Aug 21 Zatlyn Michelle

Officer, Director · 956 sh · $268,080

Aug 21 Zatlyn Michelle

Officer, Director · 5.64K sh · $1.57M

Aug 20 Zatlyn Michelle

Officer, Director · 8.65K sh · $2.46M

Aug 20 Zatlyn Michelle

Officer, Director · 7.01K sh · $1.98M

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: Q2 2026 · Methodology · Get this via the API