02 · Infrastructure
NET
Cloudflare, Inc.
−0.55%
Session change on the industry table. Not a multi-day return.
- Market cap
- $124B
- Revenue
- $2.5B
- Cap / sales
- 49.5×
- Volume
- 2,836,697
Who owns it
- Quarter close
- $23
- Tracked value
- $1.2B
- Filers
- 53
- Net bought
- +$143M
Quarter ended 31 March 2020. One filer from each family. The book calls it Infrastructure. CUSIP 18915M107.
Bought this quarter
- Whale Rock Capital ManagementSpecialist+$74.5M$103M
- Jericho Capital Asset ManagementGeneralist+$36.1M$71.8M
- BlackRockPassive+$20.4M$49.2M
- Renaissance TechnologiesGeneralist+$13.6M$18.7M
- Wells FargoGeneralist+$9.8M$44.5M
Largest holders
- FidelityGeneralist$510M21,717,538
- Franklin ResourcesGeneralist$128M5,456,172
- Whale Rock Capital ManagementSpecialist$103M4,368,813
- Nea Management CompanyGeneralist$95.3M4,059,376
- Jericho Capital Asset ManagementGeneralist$71.8M3,058,272
- BlackRockPassive$49.2M2,094,331
- Wells FargoGeneralist$44.5M1,893,895
- First Trust AdvisorsGeneralist$26.5M1,127,068
Quarter history
From June 2016 where this CUSIP was on a tracked filing. A newer CIK, or a name that changed CUSIP, is a shorter record.
- Q2 2026149 filers · $245$53.7B+$716M
- Q1 2026138 filers · $206$42.6B−$439M
- Q4 2025143 filers · $197$41.8B+$485M
- Q3 2025136 filers · $215$44.9B−$681M
- Q2 2025136 filers · $196$41.4B+$1.7B
- Q1 2025129 filers · $113$22.2B−$519M
- Q4 2024121 filers · $108$21.6B+$774M
- Q3 2024116 filers · $81$15.4B−$217M
- Q2 2024116 filers · $83$16.0B+$736M
- Q1 2024118 filers · $97$17.9B−$455M
- Q4 2023114 filers · $83$15.9B−$101M
- Q3 2023105 filers · $63$12.1B+$285M
- Q2 2023103 filers · $65$12.3B+$374M
- Q1 2023106 filers · $62$11.2B−$34.6M
- Q4 2022111 filers · $45$8.2B+$670M
- Q3 2022108 filers · $55$9.4B−$247M
- Q2 2022104 filers · $44$7.7B−$482M
- Q1 2022110 filers · $120$21.5B+$765M
- Q4 2021115 filers · $132$22.9B+$1.3B
- Q3 2021107 filers · $113$18.2B+$763M
- Q2 2021104 filers · $106$16.4B+$1.5B
- Q1 2021104 filers · $70$9.3B+$774M
- Q4 2020103 filers · $76$9.3B+$928M
- Q3 202081 filers · $41$4.1B+$733M
- Q2 202072 filers · $36$2.9B+$698M
- Q1 202053 filers · $23$1.2B+$143M
- Q4 201945 filers · $17$712M+$120M
- Q3 201940 filers · $19$640M+$666M