NET Cloudflare, Inc.
Cloudflare, Inc. (NET) Institutional Ownership
What the institutions did with NET last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeLargest holders
| Manager | Shares | % of reported |
|---|---|---|
| Capital World Investors | 24.3M | 8.6% |
| BlackRock, Inc. | 21.6M | 7.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 16.8M | 5.9% |
| MORGAN STANLEY | 15.3M | 5.4% |
| BAILLIE GIFFORD & CO | 14.6M | 5.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 14.4M | 5.1% |
| FMR LLC | 12.7M | 4.5% |
| Capital International Investors | 11.0M | 3.9% |
| STATE STREET CORP | 7.4M | 2.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 6.0M | 2.1% |
| JENNISON ASSOCIATES LLC | 5.4M | 1.9% |
| JPMORGAN CHASE & CO | 5.3M | 1.9% |
| AMERICAN CENTURY COMPANIES INC | 4.3M | 1.5% |
| WELLINGTON MANAGEMENT GROUP LLP | 4.0M | 1.4% |
| FIRST TRUST ADVISORS LP | 3.8M | 1.3% |
| FRANKLIN RESOURCES INC | 3.7M | 1.3% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3.7M | 1.3% |
| NORGES BANK | 3.6M | 1.3% |
| SANDS CAPITAL MANAGEMENT, LLC | 3.2M | 1.1% |
| Invesco Ltd. | 3.1M | 1.1% |
| GOLDMAN SACHS GROUP INC | 3.1M | 1.1% |
| Legal & General Group Plc | 2.6M | 0.9% |
| TWO SIGMA INVESTMENTS, LP | 2.6M | 0.9% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.4M | 0.9% |
| VOYA INVESTMENT MANAGEMENT LLC | 2.3M | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | New | 0 | 1.9M | +1.9M |
| Capital World Investors | Increased | 22.7M | 24.3M | +1.6M |
| CITADEL ADVISORS LLC | Reduced | 1.9M | 491.0K | -1.5M |
| BAILLIE GIFFORD & CO | Reduced | 15.9M | 14.6M | -1.3M |
| AQR CAPITAL MANAGEMENT LLC | Increased | 907.4K | 2.1M | +1.2M |
| JANE STREET GROUP, LLC | Reduced | 1.6M | 432.8K | -1.2M |
| JENNISON ASSOCIATES LLC | Increased | 4.4M | 5.4M | +1.0M |
| 1832 Asset Management L.P. | Reduced | 1.2M | 192.8K | -1.0M |
| MENORA MIVTACHIM HOLDINGS LTD. | New | 0 | 983.3K | +983.3K |
| FMR LLC | Reduced | 13.6M | 12.7M | -905.0K |
| Clearbridge Investments, LLC | Increased | 12.0K | 912.6K | +900.6K |
| Select Equity Group, L.P. | Reduced | 854.9K | 38 | -854.9K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Reduced | 4.5M | 3.7M | -825.0K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 16.0M | 16.8M | +779.8K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 13.7M | 14.4M | +714.2K |
| D. E. Shaw & Co., Inc. | Increased | 1.3M | 1.9M | +660.6K |
| AMERICAN CENTURY COMPANIES INC | Increased | 3.6M | 4.3M | +658.9K |
| JPMORGAN CHASE & CO | Reduced | 5.9M | 5.3M | -633.2K |
| MORGAN STANLEY | Reduced | 15.9M | 15.3M | -625.0K |
| GOLDMAN SACHS GROUP INC | Increased | 2.5M | 3.1M | +619.6K |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | 2.9M | 2.3M | -559.1K |
| BlackRock, Inc. | Increased | 21.1M | 21.6M | +504.6K |
| LORD, ABBETT & CO. LLC | Reduced | 992.1K | 494.2K | -497.8K |
| Phoenix Financial Ltd. | Increased | 321.8K | 807.6K | +485.7K |
| Qube Research & Technologies Ltd | New | 0 | 454.6K | +454.6K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.