NET · Infrastructure · 18915M107
Cloudflare
Q4 2025 · compared with Q3 2025
- Tracked value
- $41.8B
- Tracked filers
- 143
1 filing is from the same family as a larger report and is left out of the total.
Quarter history
Tracked value counts one filer from each family. Net bought is the share change from the previous quarter. History follows the CUSIP on the latest information table, and it starts when that filer’s CIK exists, so a renamed issuer or a new CIK is shorter than ten years.
- 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
Who owns it
- Capital World InvestorsGeneralist · 10.5% of their software35,825,517 shares$7.1B−$1.0B
- BlackRockPassive · 0.7% of their software22,653,454 shares$4.5BFlat
- Morgan StanleyGeneralist · 2.4% of their software18,009,245 shares$3.6B−$215M
- Baillie Gifford & COGeneralist · 12.7% of their software16,823,947 shares$3.3B−$1.1B
- JPMorgan ChaseGeneralist · 1.9% of their software13,607,106 shares$2.7B+$654M
- FidelityGeneralist · 1.4% of their software12,750,499 shares$2.5B−$107M
- State StreetPassive · 0.4% of their software6,988,989 shares$1.4B+$38.3M
- GeodePassive · 0.6% of their software6,018,175 shares$1.2B+$51.9M
- First Trust AdvisorsGeneralist · 3.9% of their software4,019,157 shares$792M+$13.6M
- Sands Capital ManagementGeneralist · 10.5% of their software3,731,287 shares$736M−$16.5M
- InvescoPassive · 1.2% of their software3,700,696 shares$730M−$56.7M
- Norges BankGeneralist · 0.7% of their software3,643,501 shares$718MNew · +$782M
- Franklin ResourcesGeneralist · 1.8% of their software3,575,711 shares$705M+$88.0M
- American Century CompaniesGeneralist · 3.3% of their software3,174,409 shares$626M+$52.2M
- Legal & GeneralPassive · 1.1% of their software2,824,772 shares$557M+$28.1M
- UBS Asset ManagementGeneralist · 0.8% of their software2,463,842 shares · Not in the total$486MFlat
- Goldman SachsGeneralist · 0.8% of their software2,333,548 shares$460M−$20.5M
- Voya Investment ManagementGeneralist · 3.7% of their software2,294,562 shares$452M+$10.1M
- Bank of AmericaGeneralist · 0.6% of their software2,285,370 shares$451M+$12.2M
- Northern TrustPassive · 0.5% of their software1,971,595 shares$389M+$13.4M
- Jennison AssociatesGeneralist · 1.3% of their software1,863,612 shares$367M+$356M
- Royal Bank of CanadaGeneralist · 0.8% of their software1,713,666 shares$338M−$14.4M
- Wellington Management GroupGeneralist · 0.7% of their software1,707,014 shares$337M+$96.8M
- Massachusetts Financial Services COGeneralist · 1.2% of their software1,639,661 shares$323M+$72.3M
- Deutsche BankGeneralist · 0.9% of their software1,588,591 shares$313M+$44.6M
- Charles Schwab Investment ManagementPassive · 0.6% of their software1,531,220 shares$302M+$13.9M
- Squarepoint OpsGeneralist · 5.9% of their software1,526,578 shares$301M+$134M
- Two Sigma InvestmentsGeneralist · 4.2% of their software1,257,598 shares$248M+$4.4M
- Pictet Asset Management Holding SAGeneralist · 1.4% of their software1,175,479 shares$232M−$19.3M
- 1832 Asset ManagementGeneralist · 2.8% of their software1,147,900 shares$226M−$38.2M
- Sumitomo Mitsui Trust GroupGeneralist · 1.1% of their software1,125,602 shares$222M−$32.3M
- Bank of New York MellonPassive · 0.4% of their software1,057,265 shares$208MFlat
- Raymond James FinancialGeneralist · 1.1% of their software1,030,550 shares$205M−$13.9M
- National Pension ServiceGeneralist · 1.3% of their software948,003 shares$187M+$70.7M
- UBS GroupGeneralist · 0.4% of their software882,907 shares$174M−$4.1M
- Swiss National BankGeneralist · 0.8% of their software857,400 shares$169M−$8.1M
- CitigroupGeneralist · 1.1% of their software807,403 shares$159M+$8.7M
- Wells FargoGeneralist · 0.5% of their software774,000 shares$153M+$4.3M
- Nomura Asset Management InternationalGeneralist · 2.1% of their software771,636 shares$152M—
- NuveenPassive · 0.3% of their software725,008 shares$143M+$2.8M
- Dz Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainGeneralist · 1.2% of their software711,241 shares$140M+$99.4M
- Federated HermesGeneralist · 1.7% of their software692,827 shares$137M−$36.3M
- Marshall WaceGeneralist · 1.6% of their software690,747 shares$136M+$35.2M
- AmeripriseGeneralist · 0.3% of their software649,034 shares$128M+$11.3M
- Aqr Capital ManagementGeneralist · 0.6% of their software612,686 shares$121M+$10.6M
- Artisan Partners Limited PartnershipGeneralist · 2.6% of their software588,598 shares$116M−$27.1M
- Neuberger Berman GroupGeneralist · 0.8% of their software552,666 shares$109M−$6.4M
- Canada Pension Plan Investment BoardGeneralist · 0.6% of their software547,688 shares$108M+$106M
- Bnp Paribas Financial MarketsGeneralist · 0.7% of their software544,944 shares$107M+$87.2M
- California Public Employees Retirement SystemGeneralist · 0.6% of their software528,947 shares$104M+$1.7M
- Westfield Capital Management COGeneralist · 3.4% of their software519,475 shares$102M+$8.3M
- Jane Street GroupGeneralist · 1.6% of their software515,140 shares$102M+$89.6M
- Arrowstreet Capital, Limited PartnershipGeneralist · 0.4% of their software512,554 shares$101M+$13.0M
- Mitsubishi Ufj Trust & BankingGeneralist · 2.1% of their software489,545 shares$96.5M−$31.2M
- California State Teachers Retirement SystemGeneralist · 0.8% of their software472,403 shares$93.1M−$1.7M
- Fred Alger ManagementGeneralist · 2.0% of their software438,525 shares$86.5MFlat
- Credit Agricole S AGeneralist · 1.8% of their software436,331 shares$86.0M+$5.4M
- BamcoGeneralist · 1.2% of their software409,604 shares$80.8M−$9.6M
- Allspring Global Investments HoldingsGeneralist · 1.8% of their software407,733 shares$79.9M+$22.1M
- Kayne Anderson Rudnick Investment ManagementGeneralist · 2.6% of their software404,715 shares$79.8M−$21.0M
- Rhumbline AdvisersGeneralist · 0.6% of their software400,187 shares$78.9MFlat
- Nomura Asset Management COGeneralist · 1.9% of their software398,326 shares$78.5M+$887K
- Victory Capital ManagementGeneralist · 0.5% of their software391,810 shares$77.2M−$4.9M
- Citadel AdvisorsGeneralist · 0.5% of their software356,619 shares$70.3MFlat
- Sei Investments COGeneralist · 0.7% of their software342,384 shares$67.5M+$17.6M
- DimensionalPassive · 0.2% of their software334,557 shares$66.0M+$1.6M
- Alyeska Investment GroupGeneralist · 1.8% of their software332,299 shares$65.5M+$51.9M
- Bnp Paribas Asset Management HoldingGeneralist · 0.5% of their software310,658 shares$61.3M+$53.3M
- Mitsubishi Ufj Asset ManagementGeneralist · 0.3% of their software308,154 shares$60.4M+$3.4M
- Envestnet Asset ManagementGeneralist · 0.5% of their software292,321 shares$57.6M−$1.3M
- State Board of Administration of Florida Retirement SystemGeneralist · 0.8% of their software275,831 shares$54.4M−$1.9M
- Balyasny Asset ManagementGeneralist · 1.5% of their software262,698 shares$51.8M−$1.6M
- AvivaGeneralist · 0.8% of their software260,183 shares$51.3M+$3.3M
- Man GroupGeneralist · 0.8% of their software241,799 shares$47.7M+$37.4M
- Storebrand Asset Management AsGeneralist · 1.1% of their software240,827 shares$47.5M—
- LPl FinancialGeneralist · 0.5% of their software237,958 shares$46.9M+$7.5M
- BarclaysGeneralist · 0.2% of their software237,035 shares$46.7M+$11.2M
- Millennium ManagementGeneralist · 0.5% of their software215,369 shares$42.5M+$38.6M
- Danske Bank A/SGeneralist · 0.8% of their software213,093 shares$42.0M+$45.1M
- Korea InvestmentGeneralist · 0.8% of their software212,384 shares$41.9M+$11.9M
- HSBCGeneralist · 0.2% of their software206,915 shares$40.9M−$18.9M
- Qube Research & TechnologiesGeneralist · 0.7% of their software199,064 shares$39.2M−$46.4M
- Blair William & Co/ilGeneralist · 0.7% of their software197,860 shares$39.0M−$917K
- AlliancebernsteinGeneralist · 0.1% of their software197,714 shares$39.0M−$15.4M
- Russell Investments GroupGeneralist · 0.4% of their software197,051 shares$38.9M+$3.1M
- Schroder Investment Management GroupGeneralist · 0.3% of their software191,515 shares$38.2M+$5.0M
- MarinerGeneralist · 0.7% of their software189,960 shares$37.4M+$23.3M
- Tremblant Capital GroupGeneralist · 3.3% of their software187,125 shares$36.9MNew · +$40.2M
- Universal- Beteiligungs- und Servicegesellschaft mbHGeneralist · 0.5% of their software177,902 shares$35.0M+$1.7M
- Aberdeen GroupGeneralist · 0.5% of their software173,037 shares$34.1MFlat
- Susquehanna International GroupGeneralist · 0.6% of their software168,141 shares$33.1M+$23.5M
- New York State Common Retirement FundGeneralist · 0.4% of their software157,828 shares$31.1M+$536K
- State of Wisconsin Investment BoardGeneralist · 0.8% of their software157,682 shares$31.1M−$1.2M
- Royal London Asset ManagementGeneralist · 0.6% of their software156,283 shares$30.8MFlat
- Pfa Pension, ForsikringsaktieselskabGeneralist · 0.7% of their software146,565 shares$29.3M—
- Apg Asset ManagementGeneralist · 0.5% of their software166,642 shares$28.0M−$1.6M
- Principal Financial GroupGeneralist · 0.1% of their software139,370 shares$27.5M−$18.0M
- Renaissance TechnologiesGeneralist · 0.3% of their software130,400 shares$25.7M−$42.5M
- Ensign Peak AdvisorsGeneralist · 0.3% of their software121,748 shares$24.0M−$19.9M
- Bank of Nova ScotiaGeneralist · 0.4% of their software119,046 shares$23.5MFlat
- Swedbank AbGeneralist · 0.1% of their software116,309 shares$22.9M+$15.5M
- Stifel FinancialGeneralist · 0.3% of their software115,809 shares$22.8M+$2.9M
- Tudor InvestmentGeneralist · 1.5% of their software114,116 shares$22.5MNew · +$24.5M
- D. E. ShawGeneralist · 0.2% of their software112,833 shares$22.2MNew · +$24.2M
- Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.5% of their software90,111 shares$17.8M−$3.8M
- Dnb Asset Management AsGeneralist · 0.3% of their software84,301 shares$16.6M−$2.0M
- Td Asset ManagementGeneralist · 0.2% of their software83,467 shares$16.5M+$642K
- Quantinno Capital ManagementGeneralist · 0.3% of their software74,951 shares$14.8M+$1.8M
- Allianz Asset Management GmbHGeneralist · 0.2% of their software73,178 shares$14.4M+$1.7M
- Creative PlanningGeneralist · 0.4% of their software70,259 shares$13.9MFlat
- Bank of MontrealGeneralist · 0.1% of their software65,141 shares$12.8M−$27.3M
- M&GGeneralist · 0.6% of their software64,787 shares$12.8M+$1.2M
- Toronto-Dominion BankGeneralist · 0.2% of their software50,136 shares$9.9M−$8.7M
- Daiwa Securities GroupGeneralist · 0.2% of their software46,716 shares$9.2M+$3.0M
- Nordea Investment Management AbGeneralist · 0.1% of their software45,032 shares$9.0MFlat
- Caisse de depot et placement du QuebecGeneralist · 0.2% of their software42,831 shares$8.4M+$1.3M
- US Bancorp deGeneralist · 0.1% of their software33,403 shares$6.6MFlat
- Cypress Point Investment ManagementSpecialist · 1.7% of their software31,079 shares$6.1M—
- Cerity PartnersGeneralist · 0.1% of their software30,701 shares$6.1M−$608K
- Brown AdvisoryGeneralist · 0.0% of their software30,263 shares$6.0M+$1.1M
- Corient Private WealthGeneralist · 0.1% of their software1,399,378 shares · Implied price is far from the quarter-end close$5.2M—
- Rockefeller Capital ManagementGeneralist · 0.1% of their software376,680 shares · Implied price is far from the quarter-end close$5.0M—
- Mackenzie FinancialGeneralist · 0.1% of their software23,381 shares$4.7M+$572K
- Iconiq CapitalCrossover · 0.1% of their software23,136 shares$4.6MFlat
- Jones Financial Companies LllpGeneralist · 0.2% of their software17,060 shares$3.4MFlat
- Manufacturers Life Insurance Company, TheGeneralist · 0.0% of their software14,669 shares$2.9M−$562K
- Migdal Insurance & Financial HoldingsGeneralist · 0.4% of their software13,800 shares$2.7MFlat
- Robeco Institutional Asset Management B.v.Generalist · 0.0% of their software13,482 shares$2.7M−$1.2M
- National Bank of CanadaGeneralist · 0.0% of their software13,040 shares$2.6M−$28.1M
- Focus Partners WealthGeneralist · 0.1% of their software12,249 shares$2.4M−$584K
- Pnc Financial Services GroupGeneralist · 0.0% of their software11,869 shares$2.3MFlat
- Assenagon Asset ManagementGeneralist · 0.0% of their software9,859 shares$1.9MFlat
- Prudential FinancialGeneralist · 0.0% of their software8,716 shares$1.7M−$2.1M
- Jacobs Levy Equity ManagementGeneralist · 0.0% of their software8,677 shares$1.7M−$6.2M
- Clearbridge InvestmentsGeneralist · 0.0% of their software7,832 shares$1.5MFlat
- Lazard Asset ManagementGeneralist · 0.0% of their software6,418 shares$1.3MFlat
- Calamos AdvisorsGeneralist · 0.0% of their software4,640 shares$915KFlat
- Mirae Asset Global Etfs HoldingsGeneralist · 0.0% of their software3,590 shares$708KFlat
- FilGeneralist · 0.0% of their software2,995 shares$590KFlat
- Driehaus Capital ManagementGeneralist · 0.2% of their software2,974 shares$586KFlat
- Van Eck AssociatesGeneralist · 0.0% of their software2,045 shares$403KNew
- Conestoga Capital AdvisorsGeneralist · 0.0% of their software1,160 shares$229KFlat
- Fifth Third BancorpGeneralist · 0.0% of their software715 shares$141KFlat
- Brown Brothers Harriman & COGeneralist · 0.0% of their software140 shares$28KFlat
