Vault-13

CLOUDFLARE INC NET

CL A COM · Common Stock · CUSIP 18915M107 · ISIN US18915M1071

American internet infrastructure and website security company

653 institutional holders -56 vs Q1 2024
254,680,617254.7m shares reported held*
$21.1bnreported value*
64 new 271 added 216 reduced 117 sold out net sold ≈ $4.1bn (-49.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($98.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $82.82. Options: 43 managers hold calls ($703.9m notional), 42 hold puts ($685.5m).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 562Q4 22: 548Q1 23: 571Q2 23: 560Q3 23: 573Q4 23: 679Q1 24: 709Q2 24: 653653Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022562
Q4 2022548
Q1 2023571
Q2 2023560
Q3 2023573
Q4 2023679
Q1 2024709
Q2 2024653

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q4 22: 280 bought or addedQ4 22: 245 cut or sold outQ4 22Q1 23: 296 bought or addedQ1 23: 229 cut or sold outQ2 23: 254 bought or addedQ2 23: 280 cut or sold outQ2 23Q3 23: 267 bought or addedQ3 23: 253 cut or sold outQ4 23: 331 bought or addedQ4 23: 248 cut or sold outQ4 23Q1 24: 391 bought or addedQ1 24: 282 cut or sold outQ2 24: 335 bought or addedQ2 24: 333 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022280245
Q1 2023296229
Q2 2023254280
Q3 2023267253
Q4 2023331248
Q1 2024391282
Q2 2024335333

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500m$1bn$1.5bnQ3 23 calls: $660.1mQ3 23 puts: $593.6mQ3 23P/C 0.90Q4 23 calls: $915.8mQ4 23 puts: $787.4mQ4 23P/C 0.86Q1 24 calls: $803.4mQ1 24 puts: $1.1bnQ1 24P/C 1.40Q2 24 calls: $703.9mQ2 24 puts: $685.5mQ2 24P/C 0.97
Numbers
QuarterCallsPutsP/C
Q3 2023$660.1m$593.6m0.90
Q4 2023$915.8m$787.4m0.86
Q1 2024$803.4m$1.1bn1.40
Q2 2024$703.9m$685.5m0.97

Biggest buyers

Capital World Investors Added +5,211,340+5.2m
BAILLIE GIFFORD & CO Added +2,575,396+2.6m
FIRST TRUST ADVISORS LP Added +1,721,645+1.7m
CITADEL ADVISORS LLC Added +1,565,225+1.6m
VANGUARD GROUP INC Added +1,259,292+1.3m
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Added +971,981+972.0k
MARSHALL WACE, LLP Added +855,334+855.3k
BlackRock Inc. Added +747,825+747.8k
NORGES BANK Added +734,085+734.1k
Holocene Advisors, LP Added +677,335+677.3k

Biggest sellers

MORGAN STANLEY Reduced -56,756,646-56.8m
FMR LLC Reduced -1,984,454-2.0m
VOLORIDGE INVESTMENT MANAGEMENT, LLC Reduced -1,584,274-1.6m
Invesco Ltd. Reduced -1,308,333-1.3m
TWO SIGMA ADVISERS, LP Reduced -1,171,200-1.2m
TWO SIGMA INVESTMENTS, LP Reduced -907,966-908.0k
Qube Research & Technologies Ltd Sold out -759,109-759.1k
JPMORGAN CHASE & CO Reduced -545,868-545.9k
1832 Asset Management L.P. Reduced -461,565-461.6k
Squarepoint Ops LLC Reduced -383,280-383.3k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $186.8m2.3m shares
CITADEL ADVISORS LLC Added $134.7m1.6m shares
SIMPLEX TRADING, LLC Reduced $44.2m534.1k shares
IMC-Chicago, LLC Added $34.3m414.2k shares
MILLENNIUM MANAGEMENT LLC Added $33.8m408.5k shares
JANE STREET GROUP, LLC Reduced $28.6m345.8k shares
PEAK6 Investments LLC Added $27.1m326.8k shares
HSBC HOLDINGS PLC Added $23.6m283.5k shares
Walleye Trading LLC Added $21.8m263.7k shares
Parallax Volatility Advisers, L.P. Added $20.0m241.8k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $110.9m1.3m shares
CITADEL ADVISORS LLC Reduced $108.9m1.3m shares
JANE STREET GROUP, LLC Reduced $71.0m856.9k shares
Twin Tree Management, LP Reduced $39.8m480.8k shares
Walleye Trading LLC Added $36.5m440.9k shares
Walleye Capital LLC Reduced $33.6m406.1k shares
PEAK6 Investments LLC Added $27.5m331.8k shares
SIMPLEX TRADING, LLC Reduced $27.1m326.8k shares
GTS SECURITIES LLC Added $24.6m296.5k shares
D. E. Shaw & Co., Inc. Added $22.4m270.8k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Prince Matthew 13G · exempt (held before listing) filed 2026-02-13 7.7% 26.3m≈ $6.5bn 2026-02-13
Capital World Investors 13G · institution -4.2 pts · filed 2026-05-14 7.3% -4.2 pts 23.0m≈ $5.6bn 2026-05-14
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.2% new 16.5m≈ $4.0bn 2026-04-29
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.1% new 16.1m≈ $4.0bn 2026-04-29

Fell to 5% or below in the last year: BAILLIE GIFFORD & CO (4.6%, 2026-07-24), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC), MORGAN STANLEY (5.3%, 2026-02-12)

Insider purchases and sales in Q2 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
10010Q3 22: 0 buyingQ3 22: 3 sellingQ4 22: 0 buyingQ4 22: 3 sellingQ4 22Q1 23: 0 buyingQ1 23: 3 sellingQ2 23: 0 buyingQ2 23: 5 sellingQ2 23Q3 23: 0 buyingQ3 23: 7 sellingQ4 23: 0 buyingQ4 23: 6 sellingQ4 23Q1 24: 0 buyingQ1 24: 6 sellingQ2 24: 0 buyingQ2 24: 8 sellingQ2 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20220—3$31.1m—
Q4 20220—3$32.2m—
Q1 20230—3$37.4m$3.8m
Q2 20230—5$43.0m$43.0m
Q3 20230—7$57.6m$56.3m
Q4 20230—6$80.3m$80.3m
Q1 20240—6$153.2m$153.2m
Q2 20240—8$79.7m$79.7m
DateInsiderTradeSharesPrice ValueTheir holding
2024-06-26 Ledbetter Carl Director · See footnote Sold plan 8,030 $79.89 $641.5k8.0k shares -1%
2024-06-21 Zatlyn Michelle President and COO, director · See footnote Sold plan 12,820 $76.41 $979.6k12.8k shares -40%
2024-06-20 SEIFERT THOMAS J CHIEF FINANCIAL OFFICER Sold plan 15,000 $78.47 $1.2m15.0k shares -5%
2024-06-20 Zatlyn Michelle President and COO, director · See footnote Sold plan 12,820 $78.51 $1.0m12.8k shares -40%
2024-06-20 Ledbetter Carl Director · See footnote Sold plan 10,015 $78.56 $786.8k10.0k shares -1%
2024-06-18 Zatlyn Michelle President and COO, director · See footnote Sold plan 12,820 $77.54 $994.1k12.8k shares -40%
2024-06-13 Prince Matthew CEO & Chair of the Board, director · See footnote Sold plan 52,384 $74.47 $3.9m52.4k shares -86%
2024-06-12 Prince Matthew CEO & Chair of the Board, director · See footnote Sold plan 52,384 $75.07 $3.9m52.4k shares -86%
2024-06-12 Ledbetter Carl Director · See footnote Sold plan 7,986 $74.48 $594.8k8.0k shares -1%
2024-06-11 Prince Matthew CEO & Chair of the Board, director · See footnote Sold plan 52,384 $72.04 $3.8m52.4k shares -86%
2024-06-05 Ledbetter Carl Director · See footnote Sold plan 30,270 $68.65 $2.1m30.3k shares -3%
2024-06-05 SEIFERT THOMAS J CHIEF FINANCIAL OFFICER Sold plan 15,000 $69.12 $1.0m15.0k shares -5%
2024-06-04 Suder Katrin Director Sold plan 574 $67.11 $38.5k574 shares -1%
2024-06-03 Kramer Douglas James CHIEF LEGAL OFFICER Sold plan 3,000 $68.77 $206.3k3.0k shares -2%
2024-05-29 Riley Janel CHIEF ACCOUNTING OFFICER Sold plan 17,938 $73.47 $1.3m17.9k shares -17%
2024-05-29 Ledbetter Carl Director · See footnote Sold plan 7,994 $72.79 $581.9k8.0k shares -1%
2024-05-22 Zatlyn Michelle President and COO, director · See footnote Sold plan 12,820 $74.08 $949.8k12.8k shares -40%
2024-05-22 Ledbetter Carl Director · See footnote Sold plan 9,999 $73.84 $738.3k10.0k shares -1%
2024-05-21 Zatlyn Michelle President and COO, director · See footnote Sold plan 12,820 $74.46 $954.6k12.8k shares -40%
2024-05-20 Zatlyn Michelle President and COO, director · See footnote Sold plan 60,863 $74.94 $4.6m60.9k shares -76%
2024-05-20 SEIFERT THOMAS J CHIEF FINANCIAL OFFICER Sold plan 28,634 $75.13 $2.2m28.6k shares -8%
2024-05-15 Ledbetter Carl Director · See footnote Sold plan 7,990 $74.56 $595.7k8.0k shares -1%
2024-05-08 Prince Matthew CEO & Chair of the Board, director · See footnote Sold plan 52,384 $72.52 $3.8m52.4k shares -100%
2024-05-08 Ledbetter Carl Director · See footnote Sold plan 30,145 $72.86 $2.2m30.1k shares -2%
2024-05-07 Prince Matthew CEO & Chair of the Board, director · See footnote Sold plan 52,384 $74.14 $3.9m52.4k shares -100%
2024-05-06 Prince Matthew CEO & Chair of the Board, director · See footnote Sold plan 52,384 $74.67 $3.9m52.4k shares -100%
2024-05-03 SEIFERT THOMAS J CHIEF FINANCIAL OFFICER Sold plan 15,000 $73.97 $1.1m15.0k shares -4%
2024-05-01 Ledbetter Carl Director · See footnote Sold plan 8,022 $87.49 $701.8k8.0k shares -1%
2024-05-01 Eitel Maria S Director Sold plan 6,875 $88.12 $605.8k6.9k shares -29%
2024-05-01 Kramer Douglas James CHIEF LEGAL OFFICER Sold plan 3,000 $88.12 $264.4k3.0k shares -1%

The latest 30 of 43 trades.

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Capital World Investors 0.45% of their portfolio LOS ANGELES, CA 33,339,86233.3m $2.8bn $2.8bn 0.45% Added +5.2m +5,211,340
2 BAILLIE GIFFORD & CO 2.11% of their portfolio EDINBURGH, X0 32,722,67032.7m $2.7bn $2.7bn 2.11% Added +2.6m +2,575,396
3 VANGUARD GROUP INC 0.05% of their portfolio Valley Forge, PA 29,831,34529.8m $2.5bn $2.5bn 0.05% Added +1.3m +1,259,292
4 MORGAN STANLEY 0.17% of their portfolio NEW YORK, NY 26,791,17926.8m $2.2bn $2.2bn 0.17% Reduced -56.8m -56,756,646
5 BlackRock Inc. 0.03% of their portfolio New York, NY 17,770,40117.8m $1.5bn $1.5bn 0.03% Added +747.8k +747,825
6 FMR LLC 0.07% of their portfolio BOSTON, MA 13,136,02613.1m $1.1bn $1.1bn 0.07% Reduced -2.0m -1,984,454
7 FIRST TRUST ADVISORS LP 0.58% of their portfolio Wheaton, IL 6,856,8156.9m $568.0m $568.0m 0.58% Added +1.7m +1,721,645
8 SANDS CAPITAL MANAGEMENT, LLC 1.57% of their portfolio ARLINGTON, VA 6,469,0026.5m $535.8m $535.8m 1.57% Added +2.9k +2,880
9 STATE STREET CORP 0.02% of their portfolio BOSTON, MA 6,302,1376.3m $522.0m $522.0m 0.02% Added +68.6k +68,598
10 GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio BOSTON, MA 4,712,7484.7m $389.8m $389.8m 0.03% Added +202.8k +202,793
11 Legal & General Group Plc 0.07% of their portfolio London, X0 3,059,9633.1m $253.5m $253.5m 0.07% Reduced -32.2k -32,242
12 Polar Capital Holdings Plc 1.43% of their portfolio London, X0 2,925,9222.9m $242.4m $242.4m 1.43% Added +380.7k +380,678
13 VOYA INVESTMENT MANAGEMENT LLC 0.23% of their portfolio ATLANTA, GA 2,802,1872.8m $232.1m $232.1m 0.23% Added +21.0k +20,974
14 GILDER GAGNON HOWE & CO LLC 2.42% of their portfolio New York, NY 2,331,3042.3m $193.1m $193.1m 2.42% Reduced -30.8k -30,787
15 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio NEW YORK, NY 2,188,4032.2m $181.3m $181.3m 0.05% Added +972.0k +971,981
16 FRANKLIN RESOURCES INC 0.06% of their portfolio San Mateo, CA 2,161,2912.2m $179.0m $179.0m 0.06% Added +56.4k +56,382
17 1832 Asset Management L.P. 0.32% of their portfolio TORONTO, A6 2,160,8352.2m $179.0m $179.0m 0.32% Reduced -461.6k -461,565
18 NORGES BANK 0.03% of their portfolio OSLO, Q8 2,054,3402.1m $170.2m $170.2m 0.03% Added +734.1k +734,085
19 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 1,772,8011.8m $146.8m $146.8m 0.02% Added +79.9k +79,923
20 Sumitomo Mitsui Trust Group, Inc. 0.10% of their portfolio CHIYODA-KU, TOKYO, M0 1,661,4251.7m $137.6m $137.6m 0.10% Added +19.4k +19,446
21 CITADEL ADVISORS LLC 0.13% of their portfolio MIAMI, FL 1,639,2581.6m $135.8m $135.8m 0.13% Added +1.6m +1,565,225
22 DEUTSCHE BANK AG\ 0.06% of their portfolio FRANKFURT AM MAIN, 2M 1,598,9111.6m $132.4m $132.4m 0.06% Added +17.7k +17,671
23 MARSHALL WACE, LLP 0.18% of their portfolio LONDON, X0 1,548,5351.5m $128.3m $128.3m 0.18% Added +855.3k +855,334
24 AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio KANSAS CITY, MO 1,394,7321.4m $115.5m $115.5m 0.07% Added +277.2k +277,228
25 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 1,289,7971.3m $106.8m $106.8m 0.03% Reduced -22.7k -22,718
26 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 1,251,6701.3m $103.7m $103.7m 0.02% Added +35.9k +35,884
27 Optimus Prime Fund Management Co., Ltd. 11.75% of their portfolio GRAND CAYMAN, E9 1,205,0001.2m $99.8m $99.8m 11.75% Unchanged
28 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 1,127,8551.1m $93.4m $93.4m 0.02% Added +55.4k +55,422
29 Strategy Capital LLC 8.99% of their portfolio LOS ALTOS, CA 1,105,6101.1m $91.6m $91.6m 8.99% Reduced -265.3k -265,266
30 Mitsubishi UFJ Trust & Banking Corp 0.21% of their portfolio TOKYO, M0 1,081,9791.1m $89.6m $89.6m 0.21% Reduced -87.9k -87,902
31 TWO SIGMA ADVISERS, LP 0.20% of their portfolio NEW YORK, NY 1,075,3001.1m $89.1m $89.1m 0.20% Reduced -1.2m -1,171,200
32 Squarepoint Ops LLC 0.32% of their portfolio NEW YORK, NY 1,039,9991.0m $86.1m $86.1m 0.32% Reduced -383.3k -383,280
33 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,002,3921.0m $83.0m $83.0m 0.00% Reduced -545.9k -545,868
34 Amova Asset Management Americas, Inc. 0.95% of their portfolio New York, NY 992,905992.9k $82.2m $82.2m 0.95% Added +60.1k +60,071
35 Penserra Capital Management LLC 1.02% of their portfolio ORINDA, CA 969,278969.3k $80.3m $80.3m 1.02% Added +133.7k +133,682
36 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 948,679948.7k $78.6m $78.6m 0.01% Added +45.0k +44,980
37 TWO SIGMA INVESTMENTS, LP 0.18% of their portfolio NEW YORK, NY 909,681909.7k $75.3m $75.3m 0.18% Reduced -908.0k -907,966
38 Swiss National Bank 0.05% of their portfolio ZURICH, V8 883,500883.5k $73.2m $73.2m 0.05% Reduced -3.4k -3,400
39 BAMCO INC /NY/ 0.20% of their portfolio NEW YORK, NY 864,163864.2k $71.6m $71.6m 0.20% Added +19.1k +19,117
40 Nuveen Asset Management, LLC 0.02% of their portfolio CHICAGO, IL 843,907843.9k $69.9m $69.9m 0.02% Added +107.4k +107,384
41 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 822,472822.5k $68.1m $68.1m 0.01% Added +36.7k +36,661
42 SW Investment Management LLC 11.02% of their portfolio Telluride, CO 800,000800.0k $66.3m $66.3m 11.02% Added +400.0k +400,000
43 Holocene Advisors, LP 0.27% of their portfolio New York, NY 767,817767.8k $63.6m $63.6m 0.27% Added +677.3k +677,335
44 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 760,337760.3k $63.0m $63.0m 0.01% Reduced -114.8k -114,846
45 PEREGRINE CAPITAL MANAGEMENT LLC 1.61% of their portfolio MINNEAPOLIS, MN 664,945664.9k $55.1m $55.1m 1.61% Added +116.1k +116,138
46 BESSEMER GROUP INC 0.09% of their portfolio WOODBRIDGE, NJ 592,538592.5k $49.1m $49.1m 0.09% Reduced -3.0k -2,971
47 Amundi 0.02% of their portfolio Paris, I0 568,398568.4k $48.0m $48.0m 0.02% Reduced -136.4k -136,358
48 California Public Employees Retirement System 0.03% of their portfolio Sacramento, CA 500,494500.5k $41.5m $41.5m 0.03% Reduced -16.7k -16,651
49 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 490,296490.3k $40.6m $40.6m 0.01% Added +83.2k +83,246
50 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.10% of their portfolio LOS ANGELES, CA 472,100472.1k $39.1m $39.1m 0.10% Reduced -7 -7
51 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio WEST SACRAMENTO, CA 470,336470.3k $39.0m $39.0m 0.05% Added +22.5k +22,523
52 National Pension Service 0.04% of their portfolio JEONJU-SI, JEOLLABUK-DO, M5 467,861467.9k $38.8m $38.8m 0.04% Added +42.8k +42,771
53 Grandeur Peak Global Advisors, LLC 2.73% of their portfolio SALT LAKE CITY, UT 412,999413.0k $34.2m $34.2m 2.73% Added +77.6k +77,593
54 SpiderRock Advisors, LLC 0.87% of their portfolio CHICAGO, IL 398,784398.8k $33.0m $33.0m 0.87% Added +8 +8
55 RHUMBLINE ADVISERS 0.03% of their portfolio BOSTON, MA 398,696398.7k $33.0m $33.0m 0.03% Added +3.4k +3,395
56 UBS Group AG 0.01% of their portfolio ZURICH, V8 397,102397.1k $32.9m $32.9m 0.01% Added +19.9k +19,931
57 ARK Investment Management LLC 0.29% of their portfolio ST. PETERSBURG, FL 395,205395.2k $32.7m $32.7m 0.29% Added +1.8k +1,825
58 Man Group plc 0.08% of their portfolio LONDON, X0 377,884377.9k $31.3m $31.3m 0.08% Reduced -68.6k -68,649
59 LONG WALK MANAGEMENT LP 14.61% of their portfolio GREENWICH, CT 373,500373.5k $30.9m $30.9m 14.61% Added +168.5k +168,500
60 LA FINANCIERE DE L'ECHIQUIER 1.35% of their portfolio PARIS, I0 372,600372.6k $30.9m $30.9m 1.35% Reduced -10.0k -10,000
61 CAPITAL FUND MANAGEMENT S.A. 0.34% of their portfolio PARIS, I0 358,030358.0k $29.7m $29.7m 0.34% Reduced -37.1k -37,107
62 READYSTATE ASSET MANAGEMENT LP 1.40% of their portfolio CHICAGO, IL 355,560355.6k $29.5m $29.5m 1.40% Added +166.1k +166,120
63 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 350,173350.2k $29.1m $29.1m 0.01% Added +132.5k +132,514
64 AEGON ASSET MANAGEMENT UK Plc 0.40% of their portfolio EDINBURGH, X0 341,707341.7k $28.3m $28.3m 0.40% Added +129.1k +129,124
65 CANADA LIFE ASSURANCE Co 0.05% of their portfolio WINNIPEG, A2 341,484341.5k $28.3m $28.3m 0.05% Added +10.7k +10,703
66 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 326,853326.9k $27.1m $27.1m 0.01% Added +1.5k +1,460
67 Whetstone Capital Advisors, LLC 12.50% of their portfolio SHAWNEE MISSION, KS 325,248325.2k $26.9m $26.9m 12.50% Added +2.2k +2,189
68 Vontobel Holding Ltd. 0.09% of their portfolio ZURICH, V8 316,528316.5k $26.2m $26.2m 0.09% Added +10.4k +10,439
69 Value Star Asset Management (Hong Kong) Ltd 9.71% of their portfolio HONG KONG, K3 316,332316.3k $26.2m $26.2m 9.71% Reduced -36.5k -36,468
70 PINEBRIDGE INVESTMENTS, L.P. 0.20% of their portfolio NEW YORK, NY 304,065304.1k $25.2m $25.2m 0.20% Reduced -45.2k -45,218
71 FRED ALGER MANAGEMENT, LLC 0.12% of their portfolio NEW YORK, NY 302,718302.7k $25.1m $25.1m 0.12% Added +65.5k +65,529
72 Ensign Peak Advisors, Inc 0.05% of their portfolio SALT LAKE CITY, UT 302,205302.2k $25.0m $25.0m 0.05% Reduced -336.5k -336,501
73 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.05% of their portfolio TALLAHASSEE, FL 301,358301.4k $25.0m $25.0m 0.05% Added +644 +644
74 Balyasny Asset Management L.P. 0.06% of their portfolio Chicago, IL 301,228301.2k $25.0m $25.0m 0.06% Added +146.8k +146,793
75 Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio TOKYO, M0 283,763283.8k $23.5m $23.5m 0.03% Added +26.8k +26,779
76 APG Asset Management N.V. 0.04% of their portfolio Amsterdam, P7 274,626274.6k $21.2m $21.2m 0.04% Added +19.9k +19,921
77 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 269,091269.1k $22.3m $22.3m 0.00% Reduced -1.3m -1,308,333
78 NZS Capital, LLC 0.87% of their portfolio DENVER, CO 256,110256.1k $21.2m $21.2m 0.87% Added +11.8k +11,754
79 Allen Investment Management, LLC 0.26% of their portfolio NEW YORK, NY 254,947254.9k $21.1m $21.1m 0.26% Added +59.5k +59,457
80 HARTLINE INVESTMENT CORP/ 2.69% of their portfolio WINNETKA, IL 241,953242.0k $20.0m $20.0m 2.69% New
81 Asset Management One Co., Ltd. 0.07% of their portfolio TOKYO, M0 236,122236.1k $19.6m $19.6m 0.07% Added +13.5k +13,513
82 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 234,536234.5k $19.4m $19.4m 0.01% Reduced -170.1k -170,060
83 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 228,934228.9k $19.0m $19.0m 0.01% Reduced -69.0k -69,036
84 Schonfeld Strategic Advisors LLC 0.15% of their portfolio NEW YORK, NY 228,401228.4k $18.9m $18.9m 0.15% Added +201.6k +201,576
85 NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio ALBANY, NY 221,063221.1k $18.3m $18.3m 0.02% Added +6.2k +6,249
86 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 211,723211.7k $17.5m $17.5m 0.00% Reduced -13.7k -13,684
87 GLYNN CAPITAL MANAGEMENT LLC 3.38% of their portfolio MENLO PARK, CA 202,407202.4k $16.8m $16.8m 3.38% New
88 Handelsbanken Fonder AB 0.07% of their portfolio STOCKHOLM, V7 196,638196.6k $16.3m $16.3m 0.07% Added +33.1k +33,067
89 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 195,791195.8k $16.2m $16.2m 0.01% Added +4.7k +4,682
90 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.14% of their portfolio FRANKFORT, KY 192,381192.4k $15.9m $15.9m 0.14% Added +22.9k +22,900
91 Liontrust Investment Partners LLP 0.22% of their portfolio LONDON, X0 184,368184.4k $15.3m $15.3m 0.22% New
92 Alberta Investment Management Corp 0.16% of their portfolio EDMONTON, A0 181,705181.7k $15.1m $15.1m 0.16% Added +22.4k +22,400
93 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 179,708179.7k $14.9m $14.9m 0.01% Added +105.3k +105,346
94 BERKSHIRE CAPITAL HOLDINGS INC 6.01% of their portfolio San Jose, CA 179,550179.6k $14.9m $14.9m 6.01% Added +179.5k +179,540
95 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 167,915167.9k $13.9m $13.9m 0.01% Reduced -6.5k -6,544
96 Twin Tree Management, LP 0.41% of their portfolio DALLAS, TX 167,047167.0k $13.8m $13.8m 0.41% New
97 Carnegie Investment Counsel 0.43% of their portfolio PEPPER PIKE, OH 165,268165.3k $13.7m $13.7m 0.43% Added +10.1k +10,148
98 RPG Investment Advisory, LLC 2.02% of their portfolio Pleasanton, CA 165,016165.0k $13.7m $13.7m 2.02% Added +491 +491
99 12 West Capital Management LP 1.40% of their portfolio NEW YORK, NY 165,000165.0k $13.7m $13.7m 1.40% Unchanged
100 LOS ANGELES CAPITAL MANAGEMENT LLC 0.05% of their portfolio LOS ANGELES, CA 164,696164.7k $13.6m $13.6m 0.05% Reduced -289.0k -288,955