Cloudflare, Inc. (NET) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

349,312,000Shares Outstanding

279,672,618Shares held by institutions

$59,203,896,504Value of institutional holdings

80.06%Institutional ownership %

-1.78%Shares Changed QoQ

1,065No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Cloudflare, Inc. (NYSE:NET) has 1,057 institutional investors that have filed 13F reports for the period ending December 2025.

Collectively, these holders controlled 79.3% of Cloudflare's outstanding shares in December 2025, down from 83.6% in September 2025.
Their total shares held in NET decreased -2.51% quarter over quarter, and separately, investors owning Cloudflare increased 40.0% from a year ago.
Among the 1,057 funds, 591 bought more Cloudflare shares, 336 sold down, and 130 held their ground.
Institutional investors collectively held 277.01Mn shares in Cloudflare as of December 2025, down by 7.15Mn shares quarter on quarter, and down 20.44Mn shares year over year.
As of December 31, 2025, Capital World Investors held the largest stake in Cloudflare with 35.83Mn shares, accounting for 10.26% of total shares outstanding.
The biggest buyers of Cloudflare for the quarter ending December 2025 included NORGES BANK (3.64Mn), JENNISON ASSOCIATES LLC (1.66Mn), Corient Private Wealth LLC (1.4Mn), TWO SIGMA ADVISERS, LP (805.7K), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (771.64K).
The largest sellers of Cloudflare for the quarter ending December 2025 were Jpmorgan Chase & Co (7.52Mn), BAILLIE GIFFORD & CO (5.02Mn), Capital World Investors (4.69Mn), Bank Of America Corp /De/ (2.17Mn), Morgan Stanley (1.0Mn).
Per Business Quant, the top 10 investors in NET for the quarter ending December 2025 include Capital World Investors (35.83Mn), VANGUARD GROUP INC (32.41Mn), BlackRock, Inc. (22.65Mn), Morgan Stanley (18.01Mn), BAILLIE GIFFORD & CO (16.82Mn), Jpmorgan Chase & Co (13.61Mn), FMR LLC (12.75Mn), State Street Corp (6.99Mn), GEODE CAPITAL MANAGEMENT, LLC (6.02Mn), FIRST TRUST ADVISORS LP (4.02Mn).

1,065 Institutional Holders

279,672,618 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Capital World Investors	31 Dec, 2025	35,825,517	-4,689,869	-11.58%	$7,063,158,105.00
VANGUARD GROUP INC	31 Dec, 2025	32,407,646	90,397	0.28%	$6,389,167,409.00
BlackRock, Inc.	31 Dec, 2025	22,653,454	21,095	0.09%	$4,466,128,440.00
Morgan Stanley	31 Dec, 2025	18,009,245	-1,001,947	-5.27%	$3,550,523,235.00
BAILLIE GIFFORD & CO	31 Dec, 2025	16,823,947	-5,024,793	-23.00%	$3,316,841,151.00
Jpmorgan Chase & Co	31 Dec, 2025	13,607,106	-7,515,304	-35.58%	$2,682,641,472.00
FMR LLC	31 Dec, 2025	12,750,499	-498,226	-3.76%	$2,513,760,757.00
State Street Corp	31 Dec, 2025	6,988,989	178,597	2.62%	$1,377,879,181.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	6,018,175	241,981	4.19%	$1,184,043,818.00
Goldman Sachs Group Inc	31 Dec, 2025	4,667,607	2,238,639	92.16%	$920,218,822.00
FIRST TRUST ADVISORS LP	31 Dec, 2025	4,019,157	63,198	1.60%	$792,376,804.00
SANDS CAPITAL MANAGEMENT, LLC	31 Dec, 2025	3,731,287	-77,032	-2.02%	$735,623,232.00
Invesco Ltd.	31 Dec, 2025	3,700,696	-264,037	-6.66%	$729,592,228.00
NORGES BANK	31 Dec, 2025	3,643,501	3,643,501	0.00%	$718,316,222.00
Franklin Resources Inc	31 Dec, 2025	3,575,711	410,175	12.96%	$704,951,412.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	3,174,409	243,352	8.30%	$625,834,734.00
Legal & General Group Plc	31 Dec, 2025	2,824,772	131,127	4.87%	$556,903,799.00
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	31 Dec, 2025	2,463,842	-20,059	-0.81%	$485,746,450.00
TWO SIGMA ADVISERS, LP	31 Dec, 2025	2,340,000	805,700	52.51%	$461,331,000.00
VOYA INVESTMENT MANAGEMENT LLC	31 Dec, 2025	2,294,562	47,017	2.09%	$452,125,478.00

1 - 20 of 1,065

Research Tools