Cloudflare, Inc. - Class A Common Stock (NET) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2019 to Q4 2025

Type / Class
Equity / Class A Common Stock
Symbol
NET on NYSE
Shares outstanding
312,124,857
Price per share
$197.15
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
274,225,029
Total reported value
$58,844,755,359
% of total 13F portfolios
0.03%
Share change
-2,443,656
Value change
-$450,236,548
Number of holders
1,026
Price from insider filings
$197.15
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Cloudflare, Inc. - Class A Common Stock (NET) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Capital World Investors 13% $7,912,981,440 41,370,740 Capital World Investors 30 Jun 2025
VANGUARD GROUP INC 10% $3,731,265,989 30,836,909 The Vanguard Group 31 Mar 2025
BAILLIE GIFFORD & CO 7% -21% $4,688,521,117 -$1,196,785,812 21,848,740 -20% BAILLIE GIFFORD & CO 30 Sep 2025
MORGAN STANLEY 6.5% $2,440,652,159 20,170,679 Morgan Stanley 31 Mar 2025

As of 30 Sep 2025, 1,026 institutional investors reported holding 274,225,029 shares of Cloudflare, Inc. - Class A Common Stock (NET). This represents 88% of the company’s total 312,124,857 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Cloudflare, Inc. - Class A Common Stock (NET) together control 68% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Capital World Investors 13% 40,515,386 -0.72% 1.2% $8,694,439,644
VANGUARD GROUP INC 10% 32,317,249 +2.6% 0.1% $6,934,958,464
BlackRock, Inc. 7.3% 22,632,359 +5.6% 0.09% $4,856,677,887
BAILLIE GIFFORD & CO 7% 21,848,740 -14% 3.5% $4,688,521,116
MORGAN STANLEY 6.1% 19,011,192 -5.1% 0.25% $4,079,612,055
FMR LLC 4.2% 13,248,725 -7.4% 0.15% $2,843,043,969
JPMORGAN CHASE & CO 3.4% 10,561,205 +48% 0.14% $2,266,329,120
STATE STREET CORP 2.2% 6,810,392 +3.1% 0.05% $1,461,442,019
GEODE CAPITAL MANAGEMENT, LLC 1.9% 5,776,194 +4.3% 0.08% $1,236,636,677
Invesco Ltd. 1.3% 3,964,733 +1.3% 0.13% $850,792,026
FIRST TRUST ADVISORS LP 1.3% 3,955,959 -11% 0.63% $848,909,159
SANDS CAPITAL MANAGEMENT, LLC 1.2% 3,808,319 -23% 2.3% $817,227,174
FRANKLIN RESOURCES INC 1% 3,165,536 -11% 0.17% $679,292,330
AMERICAN CENTURY COMPANIES INC 0.94% 2,931,057 -1.6% 0.32% $628,975,522
Legal & General Group Plc 0.86% 2,693,645 -7.9% 0.13% $578,029,282
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC 0.8% 2,483,901 -13% 0.12% $533,020,314
GOLDMAN SACHS GROUP INC 0.78% 2,428,968 +35% 0.08% $521,232,194
Voya Investment Management LLC 0.72% 2,247,545 -15% 0.48% $482,301,118
BANK OF AMERICA CORP /DE/ 0.71% 2,228,356 +70% 0.04% $478,182,889
NORTHERN TRUST CORP 0.61% 1,909,120 +1.2% 0.05% $409,678,061
GILDER GAGNON HOWE & CO LLC 0.59% 1,836,430 -6.1% 4% $394,079,478
Polar Capital Holdings Plc 0.57% 1,793,515 -6.3% 1.9% $384,870,384
ROYAL BANK OF CANADA 0.57% 1,780,954 +47% 0.07% $382,175,000
TWO SIGMA ADVISERS, LP 0.49% 1,534,300 +119% 0.66% $329,245,437
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.47% 1,466,542 +7.1% 0.05% $314,705,248

Institutional Holders of Cloudflare, Inc. - Class A Common Stock (NET) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 994,526 $195,026,913 +$31,322,923 $197.15 60
2025 Q3 274,225,029 $58,844,755,359 -$450,236,548 $214.59 1,026
2025 Q2 277,251,474 $54,266,801,392 +$3,418,419,223 $195.83 937
2025 Q1 261,622,889 $29,476,313,546 -$202,147,325 $112.69 864
2024 Q4 263,481,148 $28,382,189,593 +$783,637,499 $107.68 761
2024 Q3 255,640,667 $20,707,154,149 +$59,897,258 $80.89 671
2024 Q2 254,682,622 $21,094,587,232 +$485,990,553 $82.83 642
2024 Q1 249,086,539 $24,107,295,988 +$62,213,050 $96.83 695
2023 Q4 248,903,160 $20,718,540,014 -$138,008,916 $83.26 668
2023 Q3 250,585,616 $15,792,643,944 +$325,990,022 $63.04 564
2023 Q2 245,307,264 $16,030,884,313 +$167,877,387 $65.37 553
2023 Q1 244,541,448 $15,069,401,318 +$232,380,839 $61.66 561
2022 Q4 244,218,404 $11,037,435,772 +$434,369,002 $45.21 539
2022 Q3 234,505,561 $12,975,381,206 -$74,315,015 $55.31 541
2022 Q2 235,567,811 $10,314,480,087 -$69,758,341 $43.75 514
2022 Q1 233,310,448 $27,923,520,526 +$662,258,041 $119.70 616
2021 Q4 226,012,262 $29,720,567,276 +$296,143,466 $131.50 650
2021 Q3 217,807,086 $24,534,638,043 +$1,193,155,634 $112.65 598
2021 Q2 213,552,618 $22,601,919,464 +$2,006,929,516 $105.84 525
2021 Q1 195,479,309 $13,730,218,937 +$623,577,168 $70.26 487
2020 Q4 186,228,058 $14,155,358,300 +$1,192,397,911 $75.99 479
2020 Q3 170,279,747 $6,991,174,066 +$1,111,524,702 $41.06 310
2020 Q2 150,162,857 $5,407,732,955 +$1,312,696,230 $35.95 258
2020 Q1 81,523,797 $1,915,062,236 +$362,512,619 $23.48 138
2019 Q4 67,123,334 $1,133,696,800 +$42,493,533 $17.06 105
2019 Q3 63,677,798 $1,155,093,380 +$1,153,742,380 $18.57 121
2019 Q2 2,201 $233,000 $105.86 1
2019 Q1 2,201 $233,000 $105.86 1