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NET — CLOUDFLARE INC

Reported value held$23.35B
Funds holding (latest)60
SectorTechnology
Funds holding (Q2 2026)49
Institutional value$16.60B · 295.81M sh
New / Add / Cut / Exit3 / 25 / 20 / 3
Top-5 / Top-10 concentration75.5% / 89.9%
Institutional holdings change Reducing -27.0% (-109.23M sh)
Institutional value change Up +9.1%

As of Q2 2026, 49 SEC-registered investment managers reported holding NET (CLOUDFLARE INC) in their latest 13F filings, with a combined reported value of $16.60B across 295.81M shares. That is -27.0% by share count (-109.23M shares) versus the previous quarter, while reported value moved +9.1%. Ownership is concentrated: the five largest holders account for 75.5% of reported value and the top ten for 89.9%.

Compared with the prior quarter, 3 opened new positions, 25 added to existing stakes, 20 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

NET is classified in the Technology sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 32.41M $6.39B 0.09% Hold
Capital World Investors history Q2 2026 24.33M $5.97B 0.75% Add
Baillie Gifford & Co history Q2 2026 14.60M $3.58B 3.25% Reduce
Geode Capital Management history Q2 2026 5.96M $1.46B 0.08% Hold
Norges Bank Investment Management history Q2 2026 3.60M $882.24M 0.09% Reduce
Legal & General Investment Management America history Q2 2026 2.64M $647.91M 0.14% Reduce
Bank of America Corp history Q2 2026 2.21M $541.68M 0.04% Add
Northern Trust Corp history Q2 2026 2.10M $515.09M 0.06% Add
AQR Capital Management history Q2 2026 2.08M $509.41M 0.18% Add
Charles Schwab Investment Management history Q2 2026 1.80M $440.52M 0.06% Add
MFS Investment Management history Q2 2026 1.58M $387.13M 0.13% Add
UBS Group AG history Q2 2026 1.17M $287.63M 0.04% Reduce
Marshall Wace history Q2 2026 1.07M $261.44M 0.21% Add
BNY Mellon history Q2 2026 3.55M $259.65M 0.04% Add
National Pension Service of Korea history Q2 2026 959.99K $235.47M 0.15% Add
Whale Rock Capital Management history Q4 2021 1.13M $148.65M 1.26% New
Baron Funds history Q2 2026 471.60K $115.67M 0.28% Add
CPP Investments history Q2 2026 457.16K $112.13M 0.06% Add
Capital Research Global Investors history Q1 2026 321.74K $66.39M 0.01% New
Two Sigma Investments history Q2 2026 50.07M $64.33M 0.05% Add

View all 60 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Capital World Investors 2.69M 11.35M 17.05M 10.50M 8.07M 15.87M 16.87M 26.43M 27.06M 27.54M 28.13M 33.34M 35.15M 35.41M 34.57M 40.81M 40.52M 35.83M 22.74M 24.33M
Baillie Gifford & Co 29.73M 28.37M 27.13M 24.11M 24.73M 26.34M 25.72M 31.51M 31.06M 30.94M 30.15M 32.72M 32.51M 31.88M 27.43M 25.53M 21.85M 16.82M 15.92M 14.60M
Geode Capital Management 3.14M 3.39M 3.48M 3.49M 3.51M 3.65M 3.80M 3.95M 4.07M 4.31M 4.51M 4.71M 4.83M 4.90M 5.27M 5.54M 5.78M 6.02M 5.99M 5.96M
Norges Bank Investment Management — — — — — 2.76M — — — 2.66M — 2.05M — 2.32M — 2.76M — 3.64M — 3.60M
Legal & General Investment Management America 2.16M 2.06M 2.40M 2.67M 3.63M 3.29M 1.56M 3.27M 3.21M 3.70M 3.49M 3.45M 4.12M 3.50M 3.03M 2.93M 2.69M 2.82M 2.95M 2.64M
Bank of America Corp 1.37M 1.13M 1.07M 1.15M 2.66M 4.00K 681.00K 6.68M 15.00K 2.61M 5.07M 19.70K 6.64M 15.80K 399.80K 17.80K 11.80K 21.80K 2.07M 2.21M
Northern Trust Corp 1.61M 1.62M 1.69M 1.65M 1.66M 1.69M 1.71M 1.68M 1.73M 1.71M 1.69M 1.77M 1.63M 1.85M 1.88M 1.89M 1.91M 1.97M 2.00M 2.10M
AQR Capital Management 106.04K 85.62K 56.94K 38.59K 37.55K — — 6.04K 5.99K 5.71K 52.18K 8.48K 481.57K 207.18K 342.82K 461.05K 563.25K 612.69K 907.39K 2.08M
Charles Schwab Investment Management 780.94K 828.35K 856.24K 876.32K 892.49K 928.48K 948.77K 972.16K 983.51K 1.03M 1.07M 1.13M 1.16M 1.22M 1.32M 1.37M 1.47M 1.53M 1.61M 1.80M
MFS Investment Management — — — — — — — — — — — — — — 318.70K 663.65K 1.30M 1.64M 1.47M 1.58M
UBS Group AG 342.70K 366.50K 331.93K 384.51K 521.26K 8.00K 8.00K 8.00K 322.91K 436.55K 697.17K 505.20K 599.41K 2.29M 1.21M 1.55M 1.07M 1.41M 1.45M 1.17M
Marshall Wace — 11.58K 108.38K 513.20K 55.40K 2.64M 2.21M — — 520.01K 693.20K 1.55M 2.90M 1.64M 583.56K 433.05K 526.78K 690.75K 986.61K 1.07M
BNY Mellon 1.02M 1.06M 1.00M 1.08M 1.74M 2.23M 2.21M 2.20M 2.18M 2.21M 2.12M 2.15M 2.16M 1.69M 1.24M 1.18M 1.36M 1.26M 2.24M 3.55M
National Pension Service of Korea 347.27K 297.65K 387.78K 389.36K 387.99K 455.53K 443.16K 438.34K 439.83K 439.83K 425.09K 467.86K 471.92K 431.18K 425.17K 612.72K 618.66K 948.00K 944.44K 959.99K
Baron Funds 400.31K 418.04K 509.93K 681.90K 764.49K 840.18K 890.16K 932.44K 939.53K 935.28K 845.05K 864.16K 850.48K 897.55K 834.88K 506.47K 454.23K 409.60K 457.32K 471.60K
CPP Investments 1.08K 787 8.91K 131.61K 117.01K 22.41K — — — — 25.06K 32.98K 134.71K 206.00K 205.60K 206.42K 54.45K 547.69K 138.44K 457.16K
Two Sigma Investments 189.40K 2.01M 1.07M 2.75M 240.93K 426.82K 1.34M 1.28M 1.69M 2.11M 1.82M 909.68K 976.31K 10.00M 1.38M 1.36M 43.67M 1.26M 24.26M 50.07M
D. E. Shaw & Co 49.71M 49.71M 49.71M 51.71M 13.19M 13.19M 23.19M 10.69M 6.69M 14.83M 19.70M 15.19M 545.29K 56.44M 358.44K 51.00M 106.87M 124.87M 98.36M 37.00M
ARK Invest 466.64K 124.55K 245.78K 324.63K 310.31K 294.96K 289.00K 418.35K 429.61K 440.87K 393.38K 395.20K 350.46K 349.85K 219.14K 204.31K 222.32K 210.09K 183.64K 175.72K
Renaissance Technologies 226.70K 825.70K 1.34M 825.00K 4.40K 131.40K — — — — — 90.10K 171.90K — — 54.60K 328.50K 130.40K — 171.40K

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