Cloudflare, Inc. (NET) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

343,460,000Shares Outstanding

1,012,207Shares held by institutions

$196,044,252Value of institutional holdings

79.85%Institutional ownership %

2.02%Shares Changed QoQ

1,030No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Cloudflare, Inc. (NYSE:NET) is held by 1030 institutional firms.

These investors collectively held 79.8% of the company's total shares outstanding in December 2025, down from 82.0% in September 2025.
The company experienced a 2.02% quarterly change in institutional shares held, alongside an increase of 35.88% in total owners annually.
Of these 1030 institutional investors, 583 increased their holdings in Cloudflare, while 320 of them reduced positions, and 127 investors maintained their exposure.
The aggregate institutional position in Cloudflare now stands at 274.25Mn shares as of December 2025, after investors increased their holdings (up by 5.44Mn shares quarter on quarter which is up 4.99Mn shares year over year).
With 35.83Mn shares, Capital World Investors commands the largest institutional position in Cloudflare as of December 31, 2025, equating to 10.43% of the company.
Among the most significant buyers of Cloudflare during December 2025 were NORGES BANK (3.64Mn), JPMORGAN CHASE & CO (3.05Mn), JENNISON ASSOCIATES LLC (1.66Mn), TWO SIGMA ADVISERS, LP (805.70K), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (771.64K).
Leading sellers of Cloudflare stock in December 2025 included BAILLIE GIFFORD & CO (5.02Mn), Capital World Investors (4.69Mn), MORGAN STANLEY (1.00Mn), Polar Capital Holdings Plc (863.15K), MACQUARIE GROUP LTD (836.10K).
The top 10 institutional holders of Cloudflare for the quarter ending December 2025 included 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).

1,030 Institutional Holders

1,012,207 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	3,045,901	28.84%	$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
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
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
JANE STREET GROUP, LLC	31 Dec, 2025	2,800,140	450,956	19.20%	$552,047,601.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	2,476,748	-92,320	-3.59%	$488,290,919.00
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

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