Vault-13

CLOUDFLARE INC NET 0 08.15.26

NOTE 8/1 · US DOMESTIC · CUSIP 18915MAC1

64 institutional holders -6 vs Q1 2026
81,256,04381.3m shares reported held*
$1.5bnreported value*
7 new 18 added 29 reduced 13 sold out net sold ≈ $98.7m (+32.9m 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. Holder counts are more reliable. Implied quarter-end price ≈ $18.23.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 60Q4 22: 58Q1 23: 62Q2 23: 62Q3 23: 73Q4 23: 62Q1 24: 60Q2 24: 65Q3 24: 62Q4 24: 57Q1 25: 67Q2 25: 64Q3 25: 64Q4 25: 60Q1 26: 70Q2 26: 6464Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202260
Q4 202258
Q1 202362
Q2 202362
Q3 202373
Q4 202362
Q1 202460
Q2 202465
Q3 202462
Q4 202457
Q1 202567
Q2 202564
Q3 202564
Q4 202560
Q1 202670
Q2 202664

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 24: 30 bought or addedQ3 24: 25 cut or sold outQ4 24: 26 bought or addedQ4 24: 34 cut or sold outQ4 24Q1 25: 49 bought or addedQ1 25: 30 cut or sold outQ2 25: 30 bought or addedQ2 25: 36 cut or sold outQ2 25Q3 25: 26 bought or addedQ3 25: 31 cut or sold outQ4 25: 21 bought or addedQ4 25: 31 cut or sold outQ4 25Q1 26: 37 bought or addedQ1 26: 27 cut or sold outQ2 26: 25 bought or addedQ2 26: 42 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243025
Q4 20242634
Q1 20254930
Q2 20253036
Q3 20252631
Q4 20252131
Q1 20263727
Q2 20262542

Biggest buyers

SUSQUEHANNA ADVISORS GROUP, INC. Added +111,426,000+111.4m
HIGHBRIDGE CAPITAL MANAGEMENT LLC Added +105,950,000+106.0m
Ovata Capital Management Ltd New +55,000,000+55.0m
TWO SIGMA INVESTMENTS, LP Added +25,810,000+25.8m
O'Connor Alternative Investments LLC Added +16,500,000+16.5m
CSS LLC/IL Added +12,700,000+12.7m
SSI INVESTMENT MANAGEMENT LLC New +7,784,000+7.8m
BNP PARIBAS ASSET MANAGEMENT Holding S.A. New +6,315,000+6.3m
STATE STREET CORP Added +5,050,000+5.0m
Brevan Howard Capital Management LP Added +5,000,000+5.0m

Biggest sellers

VOYA INVESTMENT MANAGEMENT LLC Reduced -82,335,000-82.3m
Sculptor Capital LP Sold out -45,000,000-45.0m
CAPSTONE INVESTMENT ADVISORS, LLC Reduced -24,250,000-24.2m
TENOR CAPITAL MANAGEMENT Co., L.P. Reduced -22,500,000-22.5m
D. E. Shaw & Co., Inc. Reduced -20,500,000-20.5m
STEELHEAD PARTNERS LLC Reduced -20,000,000-20.0m
BNP PARIBAS FINANCIAL MARKETS Reduced -19,103,000-19.1m
LAZARD ASSET MANAGEMENT LLC Reduced -18,691,000-18.7m
Balyasny Asset Management L.P. Reduced -16,000,000-16.0m
Daiwa Securities Group Inc. Reduced -16,000,000-16.0m

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VOYA INVESTMENT MANAGEMENT LLC 0.23% of their portfolio ATLANTA, GA 208,365,000208.4m $268.1m $268.1m 0.23% Reduced -82.3m -82,335,000
2 SUSQUEHANNA ADVISORS GROUP, INC. 0.04% of their portfolio BALA CYNWYD, PA 116,426,000116.4m $1.5m $1.5m 0.04% Added +111.4m +111,426,000
3 HIGHBRIDGE CAPITAL MANAGEMENT LLC 4.84% of their portfolio NEW YORK, NY 110,950,000111.0m $142.0m $142.0m 4.84% Added +106.0m +105,950,000
4 D. E. Shaw & Co., Inc. 0.06% of their portfolio New York, NY 77,861,00077.9m $100.3m $100.3m 0.06% Reduced -20.5m -20,500,000
5 DeepCurrents Investment Group LLC 3.07% of their portfolio NEW YORK, NY 69,601,00069.6m $89.6m $89.6m 3.07% Reduced -500.0k -500,000
6 CAPSTONE INVESTMENT ADVISORS, LLC 0.60% of their portfolio NEW YORK, NY 67,000,00067.0m $86.2m $86.2m 0.60% Reduced -24.2m -24,250,000
7 FRANKLIN RESOURCES INC 0.02% of their portfolio San Mateo, CA 64,000,00064.0m $82.4m $82.4m 0.02% Unchanged
8 Ovata Capital Management Ltd 5.32% of their portfolio HONG KONG, K3 55,000,00055.0m $70.9m $70.9m 5.32% New
9 TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio NEW YORK, NY 50,067,00050.1m $64.3m $64.3m 0.05% Added +25.8m +25,810,000
10 STEELHEAD PARTNERS LLC 4.60% of their portfolio SEATTLE, WA 50,000,00050.0m $64.4m $64.4m 4.60% Reduced -20.0m -20,000,000
11 O'Connor Alternative Investments LLC 3.57% of their portfolio NEW YORK, NY 38,000,00038.0m $48.9m $48.9m 3.57% Added +16.5m +16,500,000
12 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 32,875,00032.9m $42.2m $42.2m 0.00% Added +5.0m +5,050,000
13 TENOR CAPITAL MANAGEMENT Co., L.P. 0.54% of their portfolio NEW YORK, NY 30,000,00030.0m $38.6m $38.6m 0.54% Reduced -22.5m -22,500,000
14 Walleye Capital LLC 0.18% of their portfolio NEW YORK, NY 30,000,00030.0m $38.6m $38.6m 0.18% Reduced -12.5m -12,500,000
15 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 26,926,00026.9m $346.5k $346.5k 0.00% Reduced -18.7m -18,691,000
16 CSS LLC/IL 1.49% of their portfolio CHICAGO, IL 26,112,00026.1m $33.5m $33.5m 1.49% Added +12.7m +12,700,000
17 MIZUHO SECURITIES USA LLC 0.28% of their portfolio NEW YORK, NY 25,579,00025.6m $29.7m $29.7m 0.28% Unchanged
18 Calamos Advisors LLC 0.12% of their portfolio NAPERVILLE, IL 25,362,00025.4m $32.7m $32.7m 0.12% Reduced -2.1m -2,059,000
19 Brevan Howard Capital Management LP 0.45% of their portfolio ST. HELIER, Y9 25,000,00025.0m $32.2m $32.2m 0.45% Added +5.0m +5,000,000
20 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 22,000,00022.0m $28.3m $28.3m 0.02% Reduced -8.0m -8,000,000
21 BlackRock, Inc. 0.00% of their portfolio New York, NY 21,600,00021.6m $27.8m $27.8m 0.00% Added +1.4m +1,400,000
22 FMR LLC 0.00% of their portfolio BOSTON, MA 19,378,00019.4m $24.9m $24.9m 0.00% Added +4.9m +4,870,000
23 LORD, ABBETT & CO. LLC 0.05% of their portfolio JERSEY CITY, NJ 12,277,00012.3m $15.8m $15.8m 0.05% Added +3.0m +2,995,000
24 Skaana Management L.P. 2.75% of their portfolio BROOKLYN, NY 8,000,0008.0m $10.3m $10.3m 2.75% Added +2.5m +2,500,000
25 SSI INVESTMENT MANAGEMENT LLC 0.58% of their portfolio Los Angeles, CA 7,784,0007.8m $10.0m $10.0m 0.58% New
26 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio FRANKFURT AM MAIN, 2M 7,500,0007.5m $9.7m $9.7m 0.01% Reduced -5.0m -5,000,000
27 ADVENT CAPITAL MANAGEMENT /DE/ 0.22% of their portfolio NEW YORK, NY 7,482,0007.5m $9.6m $9.6m 0.22% Added +1.7m +1,704,000
28 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% of their portfolio Paris, I0 6,315,0006.3m $8.1m $8.1m 0.01% New
29 MacKay Shields LLC 0.24% of their portfolio New York, NY 5,637,0005.6m $7.2m $7.2m 0.24% Reduced -43.0k -43,000
30 Jefferies Financial Group Inc. 0.06% of their portfolio NEW YORK, NY 5,483,0005.5m $7.1m $7.1m 0.06% Added +4.8m +4,831,000
31 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 4,594,0004.6m $5.9m $5.9m 0.00% Reduced -19.1m -19,103,000
32 RWC Asset Management LLP 0.22% of their portfolio LONDON, X0 4,494,0004.5m $5.8m $5.8m 0.22% Reduced -1.6m -1,604,000
33 LBP AM SA 0.05% of their portfolio Paris, I0 4,100,0004.1m $5.3m $5.3m 0.05% New
34 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 4,000,0004.0m $5.2m $5.2m 0.01% Reduced -16.0m -16,000,000
35 Daiwa Securities Group Inc. 0.01% of their portfolio CHIYODA-KU,TOKYO, M0 4,000,0004.0m $5.1m $5.1m 0.01% Reduced -16.0m -16,000,000
36 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,746,0003.7m $4.8m $4.8m 0.00% Added +2.5m +2,494,000
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,517,0003.5m $4.5m $4.5m 0.00% Reduced -1.6m -1,639,000
38 NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.00% of their portfolio PHILADELPHIA, PA 1,972,0002.0m $2.5m $2.5m 0.00% Reduced -28.0k -28,000
39 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,947,0001.9m $2.5m $2.5m 0.00% Added +200.0k +200,000
40 Man Group plc 0.00% of their portfolio LONDON, X0 1,235,0001.2m $1.6m $1.6m 0.00% Unchanged
41 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 983,000983.0k $1.3m $1.3m 0.00% Added +269.0k +269,000
42 DNCA FINANCE 0.05% of their portfolio PARIS, I0 780,000780.0k $1.0m $1.0m 0.05% Unchanged
43 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 550,000550.0k $707.3k $707.3k 0.00% Reduced -636.0k -636,000
44 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 500,000500.0k $646.3k $646.3k 0.00% Reduced -500.0k -500,000
45 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 500,000500.0k $644.1k $644.1k 0.00% Added +100.0k +100,000
46 Central Pacific Bank - Trust Division 0.06% of their portfolio HONOLULU, HI 423,000423.0k $543.5k $543.5k 0.06% Reduced -176.0k -176,000
47 ZAZOVE ASSOCIATES LLC 0.04% of their portfolio INCLINE VILLAGE, NV 400,000400.0k $515.5k $515.5k 0.04% Reduced -1.6m -1,550,000
48 CANTOR FITZGERALD, L. P. 0.00% of their portfolio NEW YORK, NY 396,000396.0k $508.4k $508.4k 0.00% Reduced -1.1m -1,104,000
49 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 266,000266.0k $343.8k $343.8k 0.00% Added +52.0k +52,000
50 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 229,000229.0k $296.0k $296.0k 0.00% New
51 OPPENHEIMER ASSET MANAGEMENT INC. 0.00% of their portfolio NEW YORK, NY 177,000177.0k $227.4k $227.4k 0.00% Reduced -4.0k -4,000
52 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 59,00059.0k $75.8k $75.8k 0.00% Unchanged
53 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 40,00040.0k $56.5k $56.5k 0.00% Unchanged
54 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 35,00035.0k $44.9k $44.9k 0.00% New
55 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 34,50034.5k $4.5m $4.5m 0.00% Reduced -44.9k -44,870
56 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 26,00026.0k $33.4k $33.4k 0.00% New
57 BRIGHTON JONES LLC 0.00% of their portfolio SEATTLE, WA 12,00012.0k $15.4k $15.4k 0.00% Unchanged
58 Balboa Wealth Partners 0.00% of their portfolio SCOTTSDALE, AZ 11,00011.0k $14.1k $14.1k 0.00% Reduced -18.0k -18,000
59 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,0006.0k $8.0k $8.0k 0.00% Reduced -1.9m -1,946,000
60 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 3,0003.0k $3.9k $3.9k 0.00% Unchanged
61 NOMURA HOLDINGS INC 0.00% of their portfolio TOKYO, M0 2,8682.9k $703.5k $703.5k 0.00% Reduced -13.6k -13,552
62 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,0001.0k $1.3k $1.3k 0.00% Unchanged
63 ODDO BHF ASSET MANAGEMENT SAS 0.01% of their portfolio PARIS, I0 175175 $226.2k $226.2k 0.01% Reduced -100 -100
64 Erste Asset Management GmbH 0.00% of their portfolio VIENNA, C4 00 $0 $0 0.00% Unchanged