Cloudflare, Inc. (NET) — Institutional Holders, Q2 2026 (page 2)
1,249 institutional investment managers reported a NET position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $71.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
NET 13F holders ranked 101–200 of 1,249
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Capital International Sarl#101 · 308,809 sh | 308,809 | $75.7M | 1.07% | +10.7% |
| 102 | Alyeska Investment Group, L.P.#102 · 308,200 sh | 308,200 | $75.6M | 0.19% | New |
| 103 | Defiance ETFs#103 · 304,017 sh | 304,017 | $74.9M | 1.02% | +53.4% |
| 104 | Optiver Holding B.V.#104 · 305,258 sh | 305,258 | $74.9M | 0.02% | New |
| 105 | Lingotto Investment Management LLP#105 · 300,023 sh | 300,023 | $73.6M | 1.58% | 0.0% |
| 106 | ENVESTNET ASSET MANAGEMENT#106 · 294,197 sh | 294,197 | $72.2M | 0.02% | +2.7% |
| 107 | Whetstone Capital Advisors#107 · 292,861 sh | 292,861 | $71.8M | 18.88% | -0.1% |
| 108 | Ovata Capital Management Ltd#108 · 55,000,000 sh | 55,000,000 | $70.9M | 5.32% | New |
| 109 | SCHRODER INVESTMENT MANAGEMENT GROUP#109 · 289,552 sh | 289,552 | $70.6M | 0.05% | +8.9% |
| 110 | ACADIAN ASSET MANAGEMENT#110 · 275,439 sh | 275,439 | $67.5M | 0.08% | +3744.2% |
| 111 | AVIVA PLC#111 · 269,857 sh | 269,857 | $66.2M | 0.10% | +0.6% |
| 112 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#112 · 269,131 sh | 269,131 | $66.0M | 0.11% | -2.2% |
| 113 | SEI INVESTMENTS#113 · 262,875 sh | 262,875 | $64.5M | 0.06% | -31.5% |
| 114 | STEELHEAD PARTNERS#114 · 50,000,000 sh | 50,000,000 | $64.4M | 4.60% | -28.6% |
| 115 | AustralianSuper Pty Ltd#115 · 250,711 sh | 250,711 | $61.5M | 0.27% | +1.8% |
| 116 | LPL Financial#116 · 284,090 sh | 284,090 | $61.1M | 0.01% | +19.1% |
| 117 | Russell Investments Group, Ltd.#117 · 248,575 sh | 248,575 | $61.0M | 0.05% | -53.4% |
| 118 | Korea Investment#118 · 238,328 sh | 238,328 | $58.5M | 0.11% | -3.5% |
| 119 | CONGRESS ASSET MANAGEMENT#119 · 226,921 sh | 226,921 | $55.7M | — | -17.1% |
| 120 | BARCLAYS PLC#120 · 488,027 sh | 488,027 | $54.8M | 0.01% | -25.6% |
| 121 | TD ASSET MANAGEMENT#121 · 222,134 sh | 222,134 | $54.5M | 0.05% | +146.9% |
| 122 | MILLENNIUM MANAGEMENT#122 · 22,105,636 sh | 22,105,636 | $54.2M | 0.02% | -26.9% |
| 123 | Asset Management One , Ltd.#123 · 212,875 sh | 212,875 | $52.2M | 0.13% | -4.0% |
| 124 | Corient Private Wealth#124 · 208,103 sh | 208,103 | $51.0M | 0.07% | +837.5% |
| 125 | Broad Bay Capital Management#125 · 202,875 sh | 202,875 | $49.8M | 4.65% | -33.4% |
| 126 | abrdn plc#126 · 201,848 sh | 201,848 | $49.5M | 0.07% | +11.7% |
| 127 | ALLIANCEBERNSTEIN L.P.#127 · 239,287 sh | 239,287 | $49.4M | 0.02% | -9.6% |
| 128 | O'Connor Alternative Investments#128 · 38,000,000 sh | 38,000,000 | $48.9M | 3.57% | +76.7% |
| 129 | APG Asset Management N.V.#129 · 223,958 sh | 223,958 | $48.0M | 0.12% | +37.9% |
| 130 | AEGON ASSET MANAGEMENT UK PLC#130 · 193,228 sh | 193,228 | $47.4M | 0.51% | +19.4% |
| 131 | 1832 Asset Management L.P.#131 · 192,800 sh | 192,800 | $47.3M | 0.02% | -84.1% |
| 132 | STOREBRAND ASSET MANAGEMENT AS#132 · 181,336 sh | 181,336 | $44.5M | 0.11% | -0.7% |
| 133 | BLAIR WILLIAM#133 · 176,202 sh | 176,202 | $43.2M | 0.11% | +3.6% |
| 134 | ARK Investment Management#134 · 175,723 sh | 175,723 | $43.1M | 0.28% | -4.3% |
| 135 | Handelsbanken Fonder AB#135 · 174,722 sh | 174,722 | $42.9M | 0.12% | -1.1% |
| 136 | Walleye Capital#136 · 30,015,073 sh | 30,015,073 | $42.3M | 0.15% | -29.6% |
| 137 | RENAISSANCE TECHNOLOGIES#137 · 171,400 sh | 171,400 | $42.0M | 0.06% | New |
| 138 | Meridiem Capital Partners#138 · 169,946 sh | 169,946 | $41.7M | 1.87% | +55.8% |
| 139 | DANSKE BANK A/S#139 · 169,839 sh | 169,839 | $41.7M | 0.08% | +1.6% |
| 140 | PFA Pension, Forsikringsaktieselskab#140 · 168,377 sh | 168,377 | $41.3M | 0.10% | -2.3% |
| 141 | Universal- Beteiligungs- und Servicegesellschaft mbH#141 · 167,548 sh | 167,548 | $40.9M | 0.06% | -9.7% |
| 142 | CAPITAL INTERNATIONAL LTD#142 · 165,469 sh | 165,469 | $40.6M | 1.32% | +9.4% |
| 143 | FRONTIER CAPITAL MANAGEMENT#143 · 165,415 sh | 165,415 | $40.6M | 0.38% | +5.2% |
| 144 | Jupiter Topco#144 · 162,576 sh | 162,576 | $39.9M | 0.02% | — |
| 145 | PANAGORA ASSET MANAGEMENT#145 · 162,288 sh | 162,288 | $39.8M | 0.12% | +43.4% |
| 146 | Vontobel Holding Ltd.#146 · 162,119 sh | 162,119 | $39.8M | — | +35.6% |
| 147 | STATE OF WISCONSIN INVESTMENT BOARD#147 · 161,261 sh | 161,261 | $39.6M | 0.08% | -94.9% |
| 148 | NEW YORK STATE COMMON RETIREMENT FUND#148 · 159,601 sh | 159,601 | $39.1M | 0.05% | +0.4% |
| 149 | Vanguard Investments Australia, Ltd.#149 · 158,330 sh | 158,330 | $38.8M | 0.10% | +0.7% |
| 150 | TENOR CAPITAL MANAGEMENT , L.P.#150 · 30,000,000 sh | 30,000,000 | $38.6M | 0.54% | -42.9% |
| 151 | STIFEL FINANCIAL#151 · 157,370 sh | 157,370 | $38.6M | 0.03% | +31.7% |
| 152 | BNP PARIBAS FINANCIAL MARKETS#152 · 4,726,486 sh | 4,726,486 | $38.4M | 0.01% | -80.5% |
| 153 | CI INVESTMENTS#153 · 156,186 sh | 156,186 | $38.3M | 0.12% | -32.5% |
| 154 | WHITTIER OF NEVADA#154 · 141,764 sh | 141,764 | $38.1M | 0.71% | +1.5% |
| 155 | Vanguard Global Advisers#155 · 153,502 sh | 153,502 | $37.7M | 0.02% | -2.3% |
| 156 | MIZUHO MARKETS AMERICAS#156 · 150,941 sh | 150,941 | $37.0M | 0.57% | +352.5% |
| 157 | Capital International#157 · 149,250 sh | 149,250 | $36.6M | 0.26% | +12.1% |
| 158 | SG Americas Securities#158 · 162,875 sh | 162,875 | $35.9M | 0.02% | -7.5% |
| 159 | Robeco Institutional Asset Management B.V.#159 · 145,608 sh | 145,608 | $35.7M | — | +3248.9% |
| 160 | Brevan Howard Capital Management#160 · 25,014,249 sh | 25,014,249 | $35.7M | 0.26% | +25.0% |
| 161 | Reynders McVeigh Capital Management#161 · 142,669 sh | 142,669 | $35.0M | 1.55% | -1.9% |
| 162 | HRT FINANCIAL#162 · 142,124 sh | 142,124 | $34.9M | 0.09% | +731.1% |
| 163 | Contour Asset Management#163 · 140,946 sh | 140,946 | $34.6M | 0.82% | New |
| 164 | CSS#164 · 26,112,000 sh | 26,112,000 | $33.5M | 1.31% | +94.7% |
| 165 | NZS Capital#165 · 136,583 sh | 136,583 | $33.5M | 0.87% | -0.4% |
| 166 | LMR Partners LLP#166 · 136,257 sh | 136,257 | $33.4M | 0.12% | New |
| 167 | Fiera Capital#167 · 136,079 sh | 136,079 | $33.4M | 0.12% | +4.9% |
| 168 | Nykredit A/S#168 · 135,818 sh | 135,818 | $33.3M | 0.10% | — |
| 169 | Treasurer of the State of North Carolina#169 · 134,613 sh | 134,613 | $33.0M | 0.09% | +0.3% |
| 170 | Calamos Advisors#170 · 25,362,000 sh | 25,362,000 | $32.7M | 0.11% | -7.6% |
| 171 | Ensign Peak Advisors#171 · 131,238 sh | 131,238 | $32.2M | 0.05% | -16.3% |
| 172 | LBP AM SA#172 · 4,207,023 sh | 4,207,023 | $31.5M | 0.32% | +6597.6% |
| 173 | Creative Planning#173 · 128,243 sh | 128,243 | $31.5M | 0.02% | +37.4% |
| 174 | HighTower Advisors#174 · 126,579 sh | 126,579 | $31.0M | 0.03% | +35.8% |
| 175 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#175 · 124,328 sh | 124,328 | $30.5M | 0.09% | +12.5% |
| 176 | KLP KAPITALFORVALTNING AS#176 · 123,700 sh | 123,700 | $30.3M | 0.10% | +3.9% |
| 177 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND#177 · 123,378 sh | 123,378 | $30.3M | — | +13.3% |
| 178 | MIZUHO SECURITIES USA#178 · 25,579,000 sh | 25,579,000 | $29.7M | 0.29% | 0.0% |
| 179 | NATIXIS#179 · 116,593 sh | 116,593 | $28.6M | 0.12% | +17.0% |
| 180 | EXCHANGE TRADED CONCEPTS#180 · 113,932 sh | 113,932 | $27.9M | 0.13% | +186.3% |
| 181 | PRINCIPAL FINANCIAL GROUP#181 · 110,600 sh | 110,600 | $27.1M | 0.01% | -54.9% |
| 182 | Tredje AP-fonden#182 · 108,864 sh | 108,864 | $26.7M | 0.12% | +15.4% |
| 183 | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD#183 · 107,866 sh | 107,866 | $26.5M | 1.09% | New |
| 184 | MACKENZIE FINANCIAL#184 · 106,464 sh | 106,464 | $26.1M | 0.03% | -45.2% |
| 185 | Avalon Global Asset Management#185 · 105,400 sh | 105,400 | $25.9M | 2.82% | +31.1% |
| 186 | Union Bancaire Privee, UBP SA#186 · 119,058 sh | 119,058 | $25.8M | 0.28% | +114.7% |
| 187 | 12 West Capital Management#187 · 105,000 sh | 105,000 | $25.8M | 4.82% | 0.0% |
| 188 | Zurcher Kantonalbank (Zurich Cantonalbank)#188 · 602,173 sh | 602,173 | $25.7M | 0.05% | +21.5% |
| 189 | SCGE MANAGEMENT, L.P.#189 · 100,800 sh | 100,800 | $24.7M | 0.42% | New |
| 190 | Harel Insurance Investments & Financial Services Ltd.#190 · 100,500 sh | 100,500 | $24.7M | 0.12% | New |
| 191 | State of New Jersey Common Pension Fund D#191 · 100,410 sh | 100,410 | $24.6M | 0.08% | -7.3% |
| 192 | ExodusPoint Capital Management#192 · 100,016 sh | 100,016 | $24.5M | 0.16% | New |
| 193 | Rheos Capital Works#193 · 100,000 sh | 100,000 | $24.5M | 1.40% | 0.0% |
| 194 | Artemis Investment Management LLP#194 · 98,882 sh | 98,882 | $24.3M | — | New |
| 195 | Lansforsakringar Fondforvaltning AB (publ)#195 · 94,548 sh | 94,548 | $23.2M | 0.10% | -5.9% |
| 196 | Oribel Capital Management#196 · 94,000 sh | 94,000 | $23.1M | 0.70% | +19.4% |
| 197 | IEQ CAPITAL#197 · 93,014 sh | 93,014 | $22.8M | 0.11% | +87.7% |
| 198 | TUDOR INVESTMENT ET AL#198 · 91,048 sh | 91,048 | $22.3M | 0.03% | New |
| 199 | Quantinno Capital Management#199 · 90,820 sh | 90,820 | $22.3M | 0.03% | +13.4% |
| 200 | Mn Services Vermogensbeheer B.V.#200 · 90,402 sh | 90,402 | $22.2M | — | -23.5% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.