DaveManuel.com · Institutional Ownership · Who Owns It
CLOUDFLARE INC (NET)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,249
Reporting holders
$76.9B
Reported value
5.5%
Calls
3.7%
Puts
+89
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Capital World Investors | $6.0B | 24,325,692 | 0.70% | 26q | +7.0%+$390.0M |
| BlackRock, Inc. | $5.3B | 21,598,907 | 0.08% | 8q | +2.4%+$123.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4.1B | 16,819,726 | 0.19% | 2q | +4.9%+$191.3M |
| MORGAN STANLEY | $3.7B | 15,258,327 | 0.20% | 28q | -3.9%-$153.3M |
| BAILLIE GIFFORD & CO | $3.6B | 14,598,594 | 3.25% | 25q | -8.3%-$325.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.5B | 14,430,365 | 0.08% | 2q | +5.2%+$175.2M |
| FMR LLC | $3.1B | 12,655,471 | 0.13% | 28q | -6.7%-$222.0M |
| Capital International Investors | $2.7B | 10,981,005 | 0.56% | 2q | +0.8%+$21.5M |
| STATE STREET CORP | $1.8B | 7,420,765 | 0.05% | 27q | +3.4%+$59.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $1.5B | 5,963,905 | 0.08% | 27q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4B incl. $1.3B options CALL+PUT | 320,307 | 0.11% | 28q | -11.8%-$186.1M |
| JENNISON ASSOCIATES LLC | $1.3B | 5,419,068 | 0.80% | 5q | +23.3%+$251.3M |
| JPMORGAN CHASE & CO | $1.3B incl. $8.5M options PUT | 5,269,562 | 0.07% | 28q | -10.7%-$155.4M |
| JANE STREET GROUP, LLC | $1.2B incl. $1.1B options CALL+PUT | 432,774 | 0.10% | 26q | -72.9%-$3.1B |
| D. E. Shaw & Co., Inc. | $1.1B incl. $658.8M options CALL+PUT | 1,947,802 | 0.54% | 26q | +51.3%+$385.4M |
| AMERICAN CENTURY COMPANIES INC | $1.1B | 4,286,156 | 0.46% | 21q | +18.2%+$161.6M |
| WELLINGTON MANAGEMENT GROUP LLP | $993.1M | 4,048,753 | 0.17% | 10q | +0.9%+$9.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $964.1M incl. $62.0M options CALL | 3,677,783 | 0.74% | 22q | -18.3%-$216.3M |
| FIRST TRUST ADVISORS LP | $921.4M | 3,756,643 | 0.54% | 27q | HELD |
| FRANKLIN RESOURCES INC | $914.9M | 3,729,976 | 0.20% | 28q | +11.3%+$93.0M |
| NORGES BANK | $882.2M | 3,596,888 | 0.09% | 26q | -1.3%-$11.4M |
| GOLDMAN SACHS GROUP INC | $805.8M incl. $52.3M options CALL+PUT | 3,071,969 | 0.07% | 28q | +25.3%+$162.5M |
| SANDS CAPITAL MANAGEMENT, LLC | $794.6M | 3,239,504 | 2.95% | 22q | -11.5%-$103.6M |
| Invesco Ltd. | $761.3M | 3,103,792 | 0.06% | 25q | HELD |
| ROYAL BANK OF CANADA | $758.3M incl. $306.5M options CALL+PUT | 1,841,879 | 0.11% | 28q | +14.6%+$96.4M |
| CITADEL ADVISORS LLC | $658.3M incl. $537.9M options CALL+PUT | 491,046 | 0.08% | 28q | -74.7%-$1.9B |
| Legal & General Group Plc | $647.9M | 2,641,523 | 0.14% | 28q | -10.6%-$76.7M |
| TWO SIGMA INVESTMENTS, LP | $644.0M incl. $9.6M options CALL+PUT | 2,586,183 | 0.47% | 24q | -8.3%-$58.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $593.2M | 2,418,577 | 0.11% | 28q | -4.9%-$30.8M |
| VOYA INVESTMENT MANAGEMENT LLC | $569.3M | 2,322,031 | 0.49% | 25q | -19.4%-$137.1M |
| BANK OF AMERICA CORP /DE/ | $541.7M | 2,208,432 | 0.03% | 28q | +6.8%+$34.5M |
| DEUTSCHE BANK AG\ | $534.0M incl. $140.5M options CALL+PUT | 1,604,234 | 0.16% | 25q | +1.8%+$9.2M |
| NORTHERN TRUST CORP | $515.1M | 2,100,022 | 0.06% | 27q | +4.9%+$24.2M |
| AQR CAPITAL MANAGEMENT LLC | $509.4M | 2,076,835 | 0.18% | 13q | +128.9%+$286.8M |
| VANGUARD FIDUCIARY TRUST CO | $506.2M | 2,063,824 | 0.11% | 2q | +3.1%+$15.1M |
| HSBC HOLDINGS PLC | $492.7M incl. $275.4M options CALL+PUT | 880,981 | 0.21% | 23q | +51.4%+$167.3M |
| T. Rowe Price Investment Management, Inc. | $464.2M | 1,892,593 | 0.30% | new | NEW |
| Pictet Asset Management Holding SA | $441.0M | 1,798,113 | 0.42% | 12q | +30.1%+$102.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $440.5M | 1,795,993 | 0.06% | 27q | +11.4%+$45.0M |
| IMC-Chicago, LLC | $421.8M incl. $405.5M options CALL+PUT | 66,518 | 0.10% | 19q | -19.0%-$98.8M |
| GILDER GAGNON HOWE & CO LLC | $409.2M | 1,668,352 | 4.22% | 28q | -6.2%-$26.9M |
| Amundi | $390.4M | 1,591,632 | 0.09% | 21q | -6.8%-$28.4M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $387.1M | 1,578,485 | 0.12% | 6q | +7.6%+$27.3M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $378.9M | 1,544,713 | 0.04% | 28q | +10.7%+$36.8M |
| Optiver Holding B.V. | $367.2M incl. $292.3M options CALL+PUT | 305,258 | 0.10% | 5q | HELD |
| Polar Capital Holdings Plc | $304.3M | 1,240,516 | 0.72% | 18q | +6.6%+$18.7M |
| UBS Group AG | $287.6M incl. $52.7M options CALL+PUT | 957,879 | 0.04% | 28q | -23.9%-$90.2M |
| WELLS FARGO & COMPANY/MN | $274.1M incl. $98.8M options CALL+PUT | 714,505 | 0.04% | 28q | +16.0%+$37.7M |
| Strategy Capital LLC | $271.3M | 1,106,100 | 16.72% | 21q | -2.9%-$8.0M |
| MARSHALL WACE, LLP | $261.4M incl. $73.6K options CALL | 1,065,580 | 0.21% | 11q | +8.0%+$19.4M |
| Bank of New York Mellon Corp | $256.5M | 1,045,642 | 0.04% | 27q | HELD |
| Walleye Trading LLC | $253.1M CALL+PUT | options only | 0.29% | 28q | OPTIONS |
| Sumitomo Mitsui Trust Group, Inc. | $244.8M | 997,856 | 0.14% | 26q | -7.1%-$18.8M |
| MENORA MIVTACHIM HOLDINGS LTD. | $241.2M | 983,250 | 0.94% | new | NEW |
| SG Americas Securities, LLC | $240.2M incl. $208.7M options CALL+PUT | 128,375 | 0.13% | 10q | +32.7%+$59.2M |
| National Pension Service | $235.5M | 959,987 | 0.15% | 22q | +1.6%+$3.8M |
| Clearbridge Investments, LLC | $223.8M | 912,622 | 0.19% | 5q | +7516.0%+$220.9M |
| RAYMOND JAMES FINANCIAL INC | $223.1M | 909,543 | 0.06% | 7q | -3.3%-$7.7M |
| Swedbank AB | $216.2M | 881,457 | 0.19% | 21q | -5.0%-$11.3M |
| Swiss National Bank | $214.6M | 875,100 | 0.11% | 23q | -5.6%-$12.8M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $204.9M | 835,502 | 0.67% | 5q | +54.3%+$72.1M |
| Nuveen, LLC | $200.4M | 816,850 | 0.05% | 6q | +11.0%+$19.9M |
| Penserra Capital Management LLC | $200.2M | 816,098 | 1.54% | 21q | +12.0%+$21.4M |
| Phoenix Financial Ltd. | $198.1M | 807,564 | 1.35% | 2q | +150.9%+$119.1M |
| CITIGROUP INC | $195.5M incl. $15.3M options PUT | 734,622 | 0.06% | 27q | -8.8%-$18.8M |
| Balyasny Asset Management L.P. | $187.1M incl. $22.5M options CALL+PUT | 670,903 | 0.23% | 10q | +91.6%+$89.4M |
| MILLENNIUM MANAGEMENT LLC | $170.2M incl. $144.3M options CALL+PUT | 105,636 | 0.06% | 20q | -52.6%-$189.2M |
| Squarepoint Ops LLC | $167.8M incl. $11.1M options CALL+PUT | 638,961 | 0.19% | 21q | +9.8%+$15.0M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $158.5M | 646,279 | 0.24% | 3q | -4.2%-$7.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | $150.8M | 614,819 | 0.10% | 2q | +13.4%+$17.9M |
| NEUBERGER BERMAN GROUP LLC | $148.6M | 606,033 | 0.10% | 24q | +19.6%+$24.4M |
| CREDIT AGRICOLE S A | $139.3M incl. $36.8M options CALL | 417,945 | 0.28% | 11q | +3.7%+$4.9M |
| Jefferies Financial Group Inc. | $126.8M incl. $115.0M options CALL+PUT | 48,132 | 0.83% | 7q | +220.9%+$87.3M |
| LORD, ABBETT & CO. LLC | $121.2M | 494,215 | 0.35% | 7q | -50.2%-$122.1M |
| AMERIPRISE FINANCIAL INC | $120.2M | 490,016 | 0.02% | 28q | -13.1%-$18.2M |
| Artisan Partners Limited Partnership | $120.1M | 489,716 | 0.19% | 6q | -26.7%-$43.8M |
| FRED ALGER MANAGEMENT, LLC | $117.8M | 480,127 | 0.39% | 13q | -10.8%-$14.2M |
| CIBC Bancorp USA Inc. | $116.9M | 476,845 | 0.14% | 3q | -3.6%-$4.4M |
| Qube Research & Technologies Ltd | $116.7M incl. $5.2M options CALL+PUT | 454,589 | 0.11% | 6q | HELD |
| BAMCO INC /NY/ | $115.7M | 471,598 | 0.17% | 28q | +3.1%+$3.5M |
| Daiwa Securities Group Inc. | $114.9M | 468,324 | 0.22% | 23q | +967.3%+$104.1M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $114.6M | 467,067 | 0.11% | 25q | HELD |
| CANADA PENSION PLAN INVESTMENT BOARD | $112.1M | 457,160 | 0.06% | 10q | +230.2%+$78.2M |
| PEAK6 LLC | $108.3M incl. $107.7M options CALL+PUT | 2,229 | 0.22% | 7q | HELD |
| Mitsubishi UFJ Trust & Banking Corp | $106.7M | 435,009 | 0.23% | 25q | -14.9%-$18.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $104.6M | 426,318 | 0.10% | 16q | +4.5%+$4.5M |
| Allspring Global Investments Holdings, LLC | $100.2M | 406,656 | 0.15% | 6q | -1.1%-$1.1M |
| Mariner, LLC | $98.6M | 403,320 | 0.10% | 17q | -7.1%-$7.5M |
| RHUMBLINE ADVISERS | $97.9M | 399,259 | 0.07% | 25q | HELD |
| BARCLAYS PLC | $96.9M incl. $42.5M options CALL+PUT | 222,027 | 0.02% | 18q | -49.7%-$95.8M |
| VICTORY CAPITAL MANAGEMENT INC | $96.4M | 393,058 | 0.05% | 28q | +2.2%+$2.0M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $94.9M | 386,929 | 0.17% | 22q | +89.9%+$44.9M |
| TREMBLANT CAPITAL GROUP | $94.4M | 384,993 | 2.71% | 3q | +30.9%+$22.3M |
| PEREGRINE CAPITAL MANAGEMENT LLC | $94.4M | 384,759 | 3.07% | 18q | -4.3%-$4.2M |
| GROUP ONE TRADING LLC | $94.0M incl. $84.1M options CALL+PUT | 40,636 | 0.13% | 28q | +2.9%+$2.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $92.6M | 377,513 | 0.05% | 27q | +9.6%+$8.1M |
| NOMURA HOLDINGS INC | $92.2M incl. $91.7M options CALL+PUT | 2,053 | 0.11% | 4q | -88.6%-$719.3M |
| California Public Employees Retirement System | $90.7M | 369,762 | 0.05% | 27q | -5.5%-$5.3M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $90.2M | 367,585 | 0.28% | 23q | -31.5%-$41.4M |
| BESSEMER GROUP INC | $87.7M | 357,676 | 0.12% | 20q | -1.8%-$1.6M |
Showing the largest 100 of 1,249 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-13 | 2026-08-10 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-04 | SEIFERT THOMAS J | Chief Financial Officer | Sold | 55,000 | $16.5M ×2 |
| 2026-10-06 | Zatlyn Michelle | President and Board Co-Chair | Sold | 33,003 | $12.1M ×6 |
| 2026-10-05 | Zatlyn Michelle | President and Board Co-Chair | Sold | 33,003 | $11.6M ×8 |
| 2026-10-07 | Zatlyn Michelle | President and Board Co-Chair | Sold | 33,003 | $11.5M ×7 |
| 2026-08-19 | Zatlyn Michelle | President and Board Co-Chair | Sold | 33,003 | $9.7M ×10 |
| 2026-07-15 | Zatlyn Michelle | President and Board Co-Chair | Sold | 33,003 | $9.5M ×7 |
| 2026-08-20 | Zatlyn Michelle | President and Board Co-Chair | Sold | 33,003 | $9.4M ×8 |
| 2026-09-04 | Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | Sold | 33,003 | $9.3M ×4 |
| 2026-09-03 | Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | Sold | 33,003 | $9.2M ×6 |
| 2026-07-14 | Zatlyn Michelle | President and Board Co-Chair | Sold | 33,003 | $9.2M ×13 |
| 2026-08-21 | Zatlyn Michelle | President and Board Co-Chair | Sold | 33,003 | $9.2M ×8 |
| 2026-09-08 | Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | Sold | 33,003 | $9.2M ×7 |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-03 | Prince Matthew | CEO & Board Co-Chair | Sold | 52,383 | $14.8M ×19 |
| 2026-07-01 | Prince Matthew | CEO & Board Co-Chair | Sold | 52,422 | $13.1M ×16 |
| 2026-07-06 | Prince Matthew | CEO & Board Co-Chair | Sold | 52,383 | $13.0M ×14 |
| 2026-06-23 | Prince Matthew | CEO & Board Co-Chair | Sold | 52,384 | $11.8M ×15 |
| 2026-06-24 | Prince Matthew | CEO & Board Co-Chair | Sold | 52,384 | $11.7M ×8 |
| 2026-06-22 | Prince Matthew | CEO & Board Co-Chair | Sold | 52,384 | $11.4M ×13 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 460 | $2.9B | 8,148,402 | 110 | 148 | 117 | 2.2% |
| Q2 2026 | 1,249 | $76.9B | 284,771,590 | 202 | 472 | 368 | 9.2% |
| Q1 2026 | 1,160 | $61.5B | 277,029,162 | 169 | 473 | 326 | 7.2% |
| Q4 2025 | 1,106 | $59.0B | 278,312,827 | 118 | 408 | 324 | 7.0% |
| Q3 2025 | 1,059 | $65.8B | 286,697,706 | 170 | 389 | 306 | 6.6% |
| Q2 2025 | 969 | $58.5B | 278,966,941 | 189 | 391 | 267 | 6.6% |
| Q1 2025 | 881 | $31.6B | 266,742,378 | 175 | 328 | 232 | 4.9% |
| Q4 2024 | 789 | $30.4B | 263,919,958 | 117 | 242 | 237 | 6.6% |
| Q3 2024 | 692 | $22.2B | 256,363,719 | 78 | 232 | 222 | 6.4% |
| Q2 2024 | 665 | $22.6B | 255,870,202 | 60 | 254 | 202 | 6.2% |
| Q1 2024 | 724 | $31.6B | 306,463,065 | 113 | 273 | 202 | 6.1% |
| Q4 2023 | 689 | $25.0B | 279,730,528 | 113 | 209 | 200 | 6.8% |
| Q3 2023 | 587 | $17.1B | 250,805,767 | 71 | 184 | 181 | 7.3% |
| Q2 2023 | 574 | $17.3B | 245,517,889 | 67 | 183 | 193 | 7.3% |
| Q1 2023 | 582 | $17.3B | 262,890,138 | 83 | 210 | 169 | 6.2% |
| Q4 2022 | 563 | $12.1B | 242,640,625 | 65 | 201 | 177 | 9.5% |
| Q3 2022 | 547 | $27.2B | 474,353,491 | 82 | 190 | 153 | 3.7% |
| Q2 2022 | 533 | $19.3B | 420,705,934 | 68 | 200 | 157 | 4.4% |
| Q1 2022 | 632 | $54.7B | 440,798,296 | 74 | 255 | 196 | 3.5% |
| Q4 2021 | 680 | $49.1B | 350,728,000 | 98 | 187 | 257 | 6.2% |
| Q3 2021 | 625 | $46.2B | 393,471,847 | 131 | 210 | 164 | 4.4% |
| Q2 2021 | 541 | $28.5B | 253,704,308 | 104 | 186 | 156 | 5.7% |
| Q1 2021 | 500 | $18.3B | 248,276,020 | 90 | 189 | 143 | 4.9% |
| Q4 2020 | 495 | $27.4B | 337,235,262 | 195 | 122 | 110 | 6.3% |
| Q3 2020 | 318 | $12.4B | 291,620,523 | 102 | 106 | 70 | 3.4% |
| Q2 2020 | 263 | $8.2B | 221,472,449 | 140 | 61 | 38 | 2.6% |
| Q1 2020 | 142 | $5.0B | 210,588,858 | 57 | 45 | 21 | 1.5% |
| Q4 2019 | 109 | $4.1B | 240,068,085 | 35 | 33 | 22 | 0.5% |
| Q3 2019 | 123 | $3.3B | 180,576,081 | 125 | 0 | 0 | 0.2% |
| Q2 2019 | 1 | $233.0K | 2,201 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $233.0K | 2,201 | 1 | 0 | 0 | 0.0% |