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
- $206
- Tracked value
- $42.6B
- Filers
- 138
- Net bought
- −$439M
Quarter ended 31 March 2026. One filer from each family. The book calls it Infrastructure. CUSIP 18915M107.
Bought this quarter
- Dz Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainGeneralist+$747M$929M
- Jennison AssociatesGeneralist+$499M$907M
- Wellington Management GroupGeneralist+$454M$828M
- Citadel AdvisorsGeneralist+$312M$401M
- Two Sigma InvestmentsGeneralist+$308M$582M
Largest holders
- Capital World InvestorsGeneralist$4.7B22,735,569
- BlackRockPassive$4.4B21,094,282
- Baillie Gifford & COGeneralist$3.3B15,924,423
- Morgan StanleyGeneralist$3.3B15,883,321
- Vanguard Capital ManagementPassive$2.8B13,716,196
- FidelityGeneralist$2.8B13,560,451
- State StreetPassive$1.5B7,178,719
- GeodePassive$1.2B5,993,429
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