NET · Infrastructure · 18915M107
Cloudflare
Q1 2026 · compared with Q4 2025
- Tracked value
- $42.6B
- Tracked filers
- 138
7 filings are from the same family as a larger report and are 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 · 10.2% of their software22,735,569 shares$4.7B−$2.6B
- BlackRockPassive · 0.9% of their software21,094,282 shares$4.4B−$307M
- Vanguard Portfolio ManagementPassive · 2.0% of their software16,039,889 shares · Not in the total$3.3B—
- Baillie Gifford & COGeneralist · 18.4% of their software15,924,423 shares$3.3B−$177M
- Morgan StanleyGeneralist · 2.8% of their software15,883,321 shares$3.3B−$419M
- Vanguard Capital ManagementPassive · 0.8% of their software13,716,196 shares$2.8B—
- FidelityGeneralist · 2.1% of their software13,560,451 shares$2.8B+$160M
- Capital International InvestorsGeneralist · 5.0% of their software10,893,165 shares · Not in the total$2.2BNew · +$2.1B
- State StreetPassive · 0.6% of their software7,178,719 shares$1.5B+$37.4M
- GeodePassive · 0.8% of their software5,993,429 shares$1.2BFlat
- Dz Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainGeneralist · 12.2% of their software4,502,762 shares$929M+$747M
- Jennison AssociatesGeneralist · 4.8% of their software4,394,484 shares$907M+$499M
- Wellington Management GroupGeneralist · 2.1% of their software4,010,830 shares$828M+$454M
- First Trust AdvisorsGeneralist · 4.4% of their software3,774,026 shares$779M−$48.3M
- Sands Capital ManagementGeneralist · 18.9% of their software3,661,749 shares$756M−$13.7M
- American Century CompaniesGeneralist · 5.1% of their software3,627,255 shares$748M+$89.3M
- Franklin ResourcesGeneralist · 2.6% of their software3,350,775 shares$691M−$44.3M
- InvescoPassive · 1.4% of their software3,113,525 shares$642M−$116M
- Legal & GeneralPassive · 1.5% of their software2,954,174 shares$610M+$25.5M
- Voya Investment ManagementGeneralist · 7.3% of their software2,881,137 shares$594M+$116M
- Two Sigma InvestmentsGeneralist · 5.5% of their software2,819,837 shares$582M+$308M
- UBS Asset ManagementGeneralist · 1.0% of their software2,544,043 shares · Not in the total$525M+$15.8M
- Goldman SachsGeneralist · 0.9% of their software2,452,366 shares$506M+$23.4M
- Bank of AmericaGeneralist · 0.7% of their software2,067,683 shares$427M−$42.9M
- Vanguard Fiduciary Trust COPassive · 1.2% of their software2,002,147 shares · Not in the total$413M—
- Northern TrustPassive · 0.7% of their software2,001,301 shares$413M+$5.9M
- Citadel AdvisorsGeneralist · 3.5% of their software1,941,142 shares$401M+$312M
- Charles Schwab Investment ManagementPassive · 0.7% of their software1,612,450 shares$333M+$16.0M
- Royal Bank of CanadaGeneralist · 1.1% of their software1,607,668 shares$332M−$20.9M
- Jane Street GroupGeneralist · 4.2% of their software1,596,439 shares$329M+$213M
- Deutsche BankGeneralist · 1.2% of their software1,576,501 shares$325MFlat
- Massachusetts Financial Services COGeneralist · 1.5% of their software1,467,110 shares$303M−$34.0M
- Pictet Asset Management Holding SAGeneralist · 2.1% of their software1,381,985 shares$285M+$40.7M
- D. E. ShawGeneralist · 2.3% of their software1,287,246 shares$266M+$232M
- UBS GroupGeneralist · 0.7% of their software1,258,398 shares$260M+$74.0M
- 1832 Asset ManagementGeneralist · 3.7% of their software1,212,900 shares$250M+$12.8M
- Sumitomo Mitsui Trust GroupGeneralist · 1.5% of their software1,074,397 shares$222M−$10.1M
- Bank of New York MellonPassive · 0.5% of their software1,044,041 shares$215M−$2.6M
- Marshall WaceGeneralist · 3.1% of their software986,607 shares$204M+$58.3M
- National Pension ServiceGeneralist · 1.7% of their software944,441 shares$195MFlat
- Swedbank AbGeneralist · 1.6% of their software927,606 shares$191M+$160M
- Swiss National BankGeneralist · 1.1% of their software927,200 shares$191M+$13.8M
- Raymond James FinancialGeneralist · 1.4% of their software940,847 shares$187M−$17.7M
- Aqr Capital ManagementGeneralist · 0.9% of their software907,388 shares$180M+$58.1M
- CitigroupGeneralist · 1.2% of their software805,193 shares$166MFlat
- NuveenPassive · 0.5% of their software735,908 shares$152M+$2.1M
- Nomura Asset Management InternationalGeneralist · 3.1% of their software674,748 shares$139M−$19.1M
- Artisan Partners Limited PartnershipGeneralist · 4.8% of their software668,158 shares$138M+$15.7M
- Wells FargoGeneralist · 0.5% of their software616,121 shares$127M−$31.1M
- Squarepoint OpsGeneralist · 3.1% of their software581,691 shares$120M−$186M
- HSBCGeneralist · 0.7% of their software581,821 shares$119M+$73.9M
- AmeripriseGeneralist · 0.4% of their software564,120 shares$116M−$16.7M
- Bnp Paribas Financial MarketsGeneralist · 0.8% of their software553,157 shares$114M+$1.6M
- Vanguard Asset ManagementPassive · 1.1% of their software541,958 shares · Not in the total$112M—
- Westfield Capital Management COGeneralist · 4.7% of their software541,566 shares$112M+$4.4M
- Fred Alger ManagementGeneralist · 3.7% of their software538,062 shares$111M+$19.6M
- Kayne Anderson Rudnick Investment ManagementGeneralist · 5.2% of their software536,384 shares$111M+$26.0M
- Mitsubishi Ufj Trust & BankingGeneralist · 3.0% of their software511,468 shares$106M+$4.3M
- Neuberger Berman GroupGeneralist · 1.1% of their software506,756 shares$105M−$9.1M
- Cibc Bancorp USAGeneralist · 1.8% of their software494,899 shares$102M—
- California State Teachers Retirement SystemGeneralist · 1.1% of their software465,859 shares$96.1M−$1.3M
- BamcoGeneralist · 1.9% of their software457,324 shares$94.4M+$9.4M
- BarclaysGeneralist · 0.4% of their software441,519 shares$91.1M+$40.3M
- MarinerGeneralist · 2.1% of their software433,957 shares$89.5M+$48.1M
- Point72 Asset ManagementGeneralist · 2.1% of their software428,984 shares$88.5MNew · +$84.6M
- Allspring Global Investments HoldingsGeneralist · 2.7% of their software411,076 shares$84.4MFlat
- Credit Agricole S AGeneralist · 2.3% of their software403,181 shares$83.2M−$6.5M
- Rhumbline AdvisersGeneralist · 0.8% of their software398,589 shares$82.2MFlat
- California Public Employees Retirement SystemGeneralist · 0.6% of their software391,272 shares$80.7M−$27.1M
- Victory Capital ManagementGeneralist · 0.6% of their software384,775 shares$79.4M−$1.4M
- Sei Investments COGeneralist · 1.1% of their software383,521 shares$79.1M+$8.1M
- Susquehanna International GroupGeneralist · 1.2% of their software363,290 shares$75.0M+$38.5M
- Balyasny Asset ManagementGeneralist · 3.2% of their software350,237 shares$72.3M+$17.3M
- Mitsubishi Ufj Asset ManagementGeneralist · 0.5% of their software344,503 shares$71.1M+$7.2M
- DimensionalPassive · 0.3% of their software336,934 shares$69.5MFlat
- Phoenix FinancialGeneralist · 11.5% of their software321,817 shares$66.4MNew · +$63.4M
- Capital Research Global InvestorsGeneralist · 0.1% of their software321,736 shares · Not in the total$66.4MNew · +$63.4M
- Tremblant Capital GroupGeneralist · 9.1% of their software294,208 shares$60.7M+$21.1M
- Envestnet Asset ManagementGeneralist · 0.6% of their software286,484 shares$59.1M−$1.2M
- State Board of Administration of Florida Retirement SystemGeneralist · 1.2% of their software275,291 shares$56.8MFlat
- Nomura Asset Management COGeneralist · 1.7% of their software268,901 shares$55.5M−$25.5M
- AvivaGeneralist · 1.0% of their software268,154 shares$55.3M+$1.6M
- AlliancebernsteinGeneralist · 0.2% of their software264,568 shares$52.2M+$13.2M
- Schroder Investment Management GroupGeneralist · 0.5% of their software265,785 shares$51.7M+$14.6M
- Korea InvestmentGeneralist · 1.3% of their software246,947 shares$51.0M+$6.8M
- Principal Financial GroupGeneralist · 0.3% of their software245,019 shares$50.6M+$20.8M
- LPl FinancialGeneralist · 0.6% of their software238,457 shares$49.2MFlat
- Millennium ManagementGeneralist · 0.6% of their software223,047 shares$46.0M+$1.5M
- Russell Investments GroupGeneralist · 0.6% of their software213,049 shares$43.9M+$3.2M
- Royal London Asset ManagementGeneralist · 1.0% of their software203,746 shares$42.0M+$9.4M
- Mackenzie FinancialGeneralist · 0.8% of their software194,316 shares$40.1M+$33.7M
- Toronto-Dominion BankGeneralist · 1.0% of their software185,450 shares$38.3M+$26.7M
- Universal- Beteiligungs- und Servicegesellschaft mbHGeneralist · 0.7% of their software185,565 shares$38.1M+$1.5M
- Storebrand Asset Management AsGeneralist · 1.2% of their software182,548 shares$37.7M−$11.5M
- Aberdeen GroupGeneralist · 0.7% of their software180,748 shares$37.3M+$1.5M
- Pfa Pension, ForsikringsaktieselskabGeneralist · 1.1% of their software172,325 shares$35.6M+$5.1M
- Blair William & Co/ilGeneralist · 1.0% of their software170,085 shares$35.1M−$5.5M
- Danske Bank A/SGeneralist · 0.8% of their software167,239 shares$34.5M−$9.0M
- State of Wisconsin Investment BoardGeneralist · 1.0% of their software164,731 shares$34.0M+$1.4M
- New York State Common Retirement FundGeneralist · 0.5% of their software158,901 shares$32.8MFlat
- Vanguard Global AdvisersPassive · 0.3% of their software157,111 shares · Not in the total$32.4M—
- Ensign Peak AdvisorsGeneralist · 0.6% of their software156,757 shares$32.3M+$6.9M
- Apg Asset ManagementGeneralist · 0.7% of their software162,372 shares$29.1M−$842K
- Canada Pension Plan Investment BoardGeneralist · 0.2% of their software138,441 shares$28.6M−$80.7M
- Stifel FinancialGeneralist · 0.4% of their software119,448 shares$24.6M+$717K
- Federated HermesGeneralist · 0.3% of their software116,426 shares$24.0M−$114M
- Summit Partners Public Asset ManagementGeneralist · 7.2% of their software108,000 shares$22.3MNew · +$21.3M
- Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.5% of their software95,585 shares$19.7M+$1.1M
- Creative PlanningGeneralist · 0.6% of their software93,302 shares$19.3M+$4.5M
- Td Asset ManagementGeneralist · 0.2% of their software89,966 shares$18.6M+$1.3M
- Quantinno Capital ManagementGeneralist · 0.3% of their software80,100 shares$16.5M+$1.0M
- Jones Financial Companies LllpGeneralist · 0.4% of their software73,521 shares$14.9M+$11.1M
- Dnb Asset Management AsGeneralist · 0.3% of their software68,324 shares$14.1M−$3.1M
- Allianz Asset Management GmbHGeneralist · 0.2% of their software68,118 shares$14.1M−$998K
- Bank of MontrealGeneralist · 0.1% of their software64,084 shares$13.2MFlat
- Man GroupGeneralist · 0.3% of their software53,712 shares$11.1M−$37.1M
- Cerity PartnersGeneralist · 0.3% of their software47,698 shares$9.8M+$3.4M
- Daiwa Securities GroupGeneralist · 0.2% of their software43,878 shares$9.1M−$560K
- Nordea Investment Management AbGeneralist · 0.1% of their software42,908 shares$8.4MFlat
- Calamos AdvisorsGeneralist · 0.4% of their software34,768 shares$7.2M+$5.9M
- US Bancorp deGeneralist · 0.2% of their software31,776 shares$6.6MFlat
- Bank of Nova ScotiaGeneralist · 0.2% of their software29,892 shares$6.2M−$17.6M
- Rockefeller Capital ManagementGeneralist · 0.1% of their software25,099 shares$5.2M—
- Cypress Point Investment ManagementSpecialist · 1.5% of their software24,931 shares$5.1M−$1.2M
- Brown AdvisoryGeneralist · 0.1% of their software23,167 shares$4.8M−$1.4M
- Iconiq CapitalCrossover · 0.2% of their software23,136 shares$4.8MFlat
- Corient Private WealthGeneralist · 0.1% of their software22,197 shares$4.6M—
- Focus Partners WealthGeneralist · 0.1% of their software20,409 shares$4.2M+$1.6M
- Manufacturers Life Insurance Company, TheGeneralist · 0.0% of their software18,401 shares$3.8M+$736K
- Mirae Asset Global Etfs HoldingsGeneralist · 0.1% of their software18,100 shares$3.7M+$2.9M
- Fifth Third BancorpGeneralist · 0.1% of their software14,406 shares$3.0M+$2.7M
- Pnc Financial Services GroupGeneralist · 0.1% of their software14,281 shares$2.9MFlat
- National Bank of CanadaGeneralist · 0.0% of their software13,642 shares$2.8MFlat
- Clearbridge InvestmentsGeneralist · 0.0% of their software11,983 shares$2.5M+$818K
- Migdal Insurance & Financial HoldingsGeneralist · 0.5% of their software11,100 shares$2.3M−$532K
- Van Eck AssociatesGeneralist · 0.0% of their software11,025 shares$2.3M+$1.8M
- Soros Fund ManagementGeneralist · 0.4% of their software10,781 shares$2.2MNew · +$2.1M
- Assenagon Asset ManagementGeneralist · 0.0% of their software9,599 shares$2.0MFlat
- Jacobs Levy Equity ManagementGeneralist · 0.1% of their software8,632 shares$1.8MFlat
- Prudential FinancialGeneralist · 0.0% of their software8,069 shares$1.7MFlat
- Robeco Institutional Asset Management B.v.Generalist · 0.0% of their software4,348 shares$897K−$1.8M
- Lazard Asset ManagementGeneralist · 0.0% of their software4,307 shares$889KFlat
- Driehaus Capital ManagementGeneralist · 0.2% of their software2,548 shares$526KFlat
- FilGeneralist · 0.0% of their software1,152 shares$238KFlat
- Brown Brothers Harriman & COGeneralist · 0.0% of their software140 shares$29KFlat
