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Cloudflare Inc. · CL A COM

Equity holders as of 2026 Q1 (each manager’s latest book)

18 owners 3 new 1 exit max 0.4% (Two Sigma Investments, LP)

grid → activity → earnings →
owners 18
max % 0.4%
tracked value $8.8B
qoq N 3 A 10 R 2 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Two Sigma Investments, LP 2025 Q4 stale 0.4% Exit -0.35 pp 1,257,598 $248M hist
Stanley Druckenmiller - Duquesne Family Office LLC 2026 Q1 0.3% New 0.3% 52,535 $11M hist
Cathie Wood - Ark Investment Management LLC 2026 Q1 0.3% Reduce +0.02 pp 183,644 $38M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.3% Add +0.07 pp 457,324 $94M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.2% Add +0.08 pp 986,607 $204M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.2% Add +0.15 pp 1,287,246 $266M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% New 0.1% 428,984 $89M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add -0.01 pp 32,407,646 $6.4B hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Add +0.03 pp 350,237 $72M hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.08 pp 3,643,501 $718M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add +0.02 pp 907,388 $180M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.1% Add +0.05 pp 1,941,142 $401M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add -0.01 pp 91,071 $19M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 223,047 $46M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 58,221 $12M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.0% New 0.0% 10,781 $2M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.02 pp 8,758 $2M hist
Ancora Advisors LLC 2026 Q1 0.0% — 130 $27 hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.04 pp 130,400 $26M hist

18 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 FORM 4 Filing Doc
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8-K/A 5.02,5.07,9.01 Filing Doc
8-K 5.02,5.07,9.01 Filing Doc
DEFA14A DEFA14A Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
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Updated 4 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.3B $1.67B $2.17B
Gross profit $989.74M $1.29B $1.62B
Gross margin * 76.3% 77.3% 74.5%
Net income -$183.95M -$78.8M -$102.27M
Net margin * -14.2% -4.7% -4.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.98B $2.27B $4.64B
Total non-current assets * $776.69M $1.03B $1.39B
Total assets $2.76B $3.3B $6.04B
Total current liabilities $567.08M $793.65M $2.35B
Total non-current liabilities * $1.43B $1.46B $2.23B
Total equity $763.05M $1.05B $1.46B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $254.41M $380.43M $603.11M
Cash from investing -$186.2M -$330.22M -$1.81B
Cash from financing -$192.18M $12.78M $2B
Net change in cash -$123.98M $62.99M $800.14M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders