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.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Capital World Investors | 24.3M | 8.5% |
| 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 | 4.4% |
| 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 | 0.8% |
| 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 |
| Point72 Asset Management, L.P. | Sold Out | 429.0K | 0 | -429.0K |
| Daiwa Securities Group Inc. | Increased | 43.9K | 468.3K | +424.4K |
| SANDS CAPITAL MANAGEMENT, LLC | Reduced | 3.7M | 3.2M | -422.2K |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | 553.2K | 132.5K | -420.7K |
| Woodline Partners LP | Sold Out | 419.5K | 0 | -419.5K |
| Pictet Asset Management Holding SA | Increased | 1.4M | 1.8M | +416.1K |
| FRANKLIN RESOURCES INC | Increased | 3.4M | 3.7M | +379.2K |
| WORLDQUANT MILLENNIUM ADVISORS LLC | New | 0 | 327.9K | +327.9K |
| Capital Research Global Investors | Sold Out | 321.7K | 0 | -321.7K |
| Balyasny Asset Management L.P. | Increased | 350.2K | 670.9K | +320.7K |
| CANADA PENSION PLAN INVESTMENT BOARD | Increased | 138.4K | 457.2K | +318.7K |
| Legal & General Group Plc | Reduced | 3.0M | 2.6M | -312.7K |
| Alyeska Investment Group, L.P. | New | 0 | 308.2K | +308.2K |
| Optiver Holding B.V. | New | 0 | 305.3K | +305.3K |
| UBS Group AG | Reduced | 1.3M | 957.9K | -300.5K |
| HSBC HOLDINGS PLC | Increased | 581.8K | 881.0K | +299.2K |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Increased | 541.6K | 835.5K | +293.9K |
| ACADIAN ASSET MANAGEMENT LLC | Increased | 7.2K | 275.4K | +268.3K |
| KBC Group NV | Reduced | 336.4K | 86.8K | -249.6K |
| STATE STREET CORP | Increased | 7.2M | 7.4M | +242.0K |
| ROYAL BANK OF CANADA | Increased | 1.6M | 1.8M | +234.2K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 2.8M | 2.6M | -233.7K |
| BARCLAYS PLC | Reduced | 441.5K | 222.0K | -219.5K |
| Styrax Capital, LP | Sold Out | 200.0K | 0 | -200.0K |
| Corient Private Wealth LP | Increased | 22.2K | 208.1K | +185.9K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 1.6M | 1.8M | +183.5K |
| ROYAL LONDON ASSET MANAGEMENT LTD | Increased | 203.7K | 386.9K | +183.2K |
| Artisan Partners Limited Partnership | Reduced | 668.2K | 489.7K | -178.4K |
| RENAISSANCE TECHNOLOGIES LLC | New | 0 | 171.4K | +171.4K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | 536.4K | 367.6K | -168.8K |
| WIM INVESTMENT MANAGEMENT Ltd | Reduced | 227.7K | 66.1K | -161.6K |
| Mizuho Markets Cayman LP | Sold Out | 160.0K | 0 | -160.0K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Increased | 1.4M | 1.5M | +149.8K |
| HRT FINANCIAL LP | New | 0 | 142.1K | +142.1K |
| TORONTO DOMINION BANK | Reduced | 185.5K | 43.9K | -141.6K |
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.