NET in the 13F filings
Cloudflare Inc · CUSIP 18915M107
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 17 Jan 2024
- Managers listing it
- 14
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 9 listed it in both
- Shares listed
- 79,966,166
- combined, among listed positions
- Reported value
- $6.7bn
- combined, at the quarter end
Among the 93 comparable managers: 12 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing NET in Q4 2023
14 of 14 holders
What managers have written about NET
Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.
By writers not tracked in the 13F universe
- Cloudflare's 2019 IPO letter from Matthew Prince and Michelle Zatlyn · Cloudflare · 15 Aug 2019 · The writer’s own company
Their positions are not shown: no 13F filings of theirs are tracked here.
Largest increases and reductions, by shares
Increases
- Two Sigma Advisers LPexisting position · 1,987,000 shares now+681,800
- Fidelity (FMR LLC)existing position · 14,614,850 shares now+538,439
- Marshall Wace LLPnew position · 520,015 shares now+520,015
- Voloridge Investment Management LLCexisting position · 997,294 shares now+516,426
- Capital World Investorsexisting position · 27,543,956 shares now+487,308
Reductions
- Baillie Gifford & Coexisting position · 30,938,677 shares now-119,547
- Tudor Investment Corpexisting position · 96,072 shares now-11,013
New positions and exits
New (2)
Exited (1)
- Woodline Partners LPwas $22m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2019 | 8 | $410m | n.a. | n.a. |
| Q4 2019 | 3 | $363m | n.a. | n.a. |
| Q1 2020 | 5 | $625m | n.a. | n.a. |
| Q2 2020 | 9 | $1.6bn | n.a. | n.a. |
| Q3 2020 | 11 | $2.5bn | n.a. | n.a. |
| Q4 2020 | 21 | $5.0bn | n.a. | n.a. |
| Q1 2021 | 12 | $4.6bn | n.a. | n.a. |
| Q2 2021 | 14 | $7.0bn | n.a. | n.a. |
| Q3 2021 | 14 | $7.4bn | n.a. | n.a. |
| Q4 2021 | 22 | $10.6bn | n.a. | n.a. |
| Q1 2022 | 15 | $8.7bn | n.a. | n.a. |
| Q2 2022 | 12 | $2.7bn | n.a. | n.a. |
| Q3 2022 | 13 | $3.2bn | n.a. | n.a. |
| Q4 2022 | 9 | $2.9bn | n.a. | n.a. |
| Q1 2023 | 13 | $4.1bn | n.a. | n.a. |
| Q2 2023 | 7 | $4.9bn | n.a. | n.a. |
| Q3 2023 | 12 | $5.0bn | n.a. | n.a. |
| Q4 2023 | 14 | $6.7bn | 12 | 3 |
| Q1 2024 | 14 | $8.0bn | 11 | 4 |
| Q2 2024 | 12 | $7.1bn | 6 | 7 |
| Q3 2024 | 13 | $7.1bn | 7 | 6 |
| Q4 2024 | 16 | $9.3bn | 9 | 7 |
| Q1 2025 | 18 | $9.4bn | 11 | 8 |
| Q2 2025 | 19 | $18.3bn | 13 | 8 |
| Q3 2025 | 24 | $19.5bn | 16 | 7 |
| Q4 2025 | 29 | $16.4bn | 24 | 18 |
| Q1 2026 | 32 | $15.7bn | 27 | 17 |
| Q2 2026 | 32 | $17.9bn | 22 | 26 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
NET and GOOGL →NET and AMZN →NET and MSFT →Choose a stock to compare with NET →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own NET, latest filings →Back to the 13F Explorer →