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
- $113
- Tracked value
- $18.2B
- Filers
- 107
- Net bought
- +$763M
Quarter ended 30 September 2021. One filer from each family. The book calls it Infrastructure. CUSIP 18915M107.
Bought this quarter
- Sands Capital ManagementGeneralist+$772M$938M
- BlackRockPassive+$134M$1.8B
- Bank of MontrealGeneralist+$70.4M$110M
- GeodePassive+$65.7M$353M
- FidelityGeneralist+$64.2M$3.5B
Largest holders
- FidelityGeneralist$3.5B31,002,733
- Baillie Gifford & COGeneralist$3.3B29,734,942
- Morgan StanleyGeneralist$3.1B27,910,765
- BlackRockPassive$1.8B15,926,333
- Sands Capital ManagementGeneralist$938M8,323,377
- State StreetPassive$585M5,192,327
- GeodePassive$353M3,136,303
- Capital World InvestorsGeneralist$303M2,686,649
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
