NET Institutional Ownership
Cloudflare, Inc.
1W: +11.6%
1M: -4.8%
3M: +25.8%
YTD: +69.5%
1Y: +53.0%
3Y: +429.1%
5Y: +83.8%
$328.09
-3.77 (-1.14%)
After Hours: $328.50 (+0.41, +0.12%)
Weekly Expected Move ±8.0%
$274
$300
$326
$352
$378
Credit Risk of going bust: lower than 56% of companies Debt: 2.9% of company value Bonds: $472.6M held by 84 funds → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.75 (down 99.5%), Cloudflare, Inc. would be worth roughly what it owes.
Total debt $3.53B against a stock market value of $118.29B.
Distance to default 5.80 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $2.28B (short-term plus half of long-term), stock volatility 66.7%; Altman Z'' 1.63. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $1.75 (down 99.5%), Cloudflare, Inc. would be worth roughly what it owes.
Total debt $3.53B against a stock market value of $118.29B.
Distance to default 5.80 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $2.28B (short-term plus half of long-term), stock volatility 66.7%; Altman Z'' 1.63. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — NET
1,355
Institutional Holders
+87 vs prior quarter
0.0%
Ownership
+0.00pp
$69B
Total Invested
220
New Positions
486
Increased
504
Reduced
118
Closed
0.98
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1437 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors | 24,325,692 | $8.1B | +1,590,123 | +7.0% | 26Q | SEC ↗ |
| 2 | BlackRock, Inc. | 21,598,907 | $7.2B | +504,625 | +2.4% | 8Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 16,819,726 | $5.6B | +779,837 | +4.9% | 2Q | SEC ↗ |
| 4 | MORGAN STANLEY | 15,258,327 | $5.1B | -624,994 | -3.9% | 28Q | SEC ↗ |
| 5 | BAILLIE GIFFORD & CO | 14,598,594 | $4.8B | -1,325,829 | -8.3% | 25Q | SEC ↗ |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 14,430,365 | $4.8B | +714,169 | +5.2% | 2Q | SEC ↗ |
| 7 | FMR LLC | 12,655,471 | $4.2B | -904,980 | -6.7% | 28Q | SEC ↗ |
| 8 | Capital International Investors | 10,981,005 | $3.6B | +87,840 | +0.8% | 2Q | SEC ↗ |
| 9 | STATE STREET CORP | 7,420,765 | $2.5B | +242,046 | +3.4% | 27Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 5,963,905 | $2.0B | -29,524 | -0.5% | 27Q | SEC ↗ |
| 11 | JENNISON ASSOCIATES LLC | 5,419,068 | $1.8B | +1,024,584 | +23.3% | 5Q | SEC ↗ |
| 12 | JPMORGAN CHASE & CO | 5,269,562 | $1.8B | -633,183 | -10.7% | 28Q | SEC ↗ |
| 13 | AMERICAN CENTURY COMPANIES INC | 4,286,156 | $1.4B | +658,901 | +18.2% | 15Q | SEC ↗ |
| 14 | WELLINGTON MANAGEMENT GROUP LLP | 4,048,753 | $1.3B | +37,923 | +0.9% | 10Q | SEC ↗ |
| 15 | FIRST TRUST ADVISORS LP | 3,756,643 | $1.2B | -17,383 | -0.5% | 27Q | SEC ↗ |
| 16 | FRANKLIN RESOURCES INC | 3,729,976 | $1.2B | +379,201 | +11.3% | 22Q | SEC ↗ |
| 17 | DZ BANK AG Deutsche Zentral Genossensc | 3,677,783 | $1.2B | -824,979 | -18.3% | 22Q | SEC ↗ |
| 18 | NORGES BANK NEW | 3,596,888 | $1.2B | — | +0.0% | 1Q | SEC ↗ |
| 19 | SANDS CAPITAL MANAGEMENT, LLC | 3,239,504 | $1.1B | -422,245 | -11.5% | 22Q | SEC ↗ |
| 20 | Invesco Ltd. | 3,103,792 | $1.0B | -9,733 | -0.3% | 25Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 3,071,969 | $1.0B | +619,603 | +25.3% | 15Q | SEC ↗ |
| 22 | Legal & General Group Plc | 2,641,523 | $878M | -312,651 | -10.6% | 27Q | SEC ↗ |
| 23 | TWO SIGMA INVESTMENTS, LP | 2,586,183 | $859M | -233,654 | -8.3% | 19Q | SEC ↗ |
| 24 | UBS AM, a distinct business unit of UB | 2,418,577 | $803M | -125,466 | -4.9% | 28Q | SEC ↗ |
| 25 | VOYA INVESTMENT MANAGEMENT LLC | 2,322,031 | $771M | -559,106 | -19.4% | 25Q | SEC ↗ |
| 26 | BANK OF AMERICA CORP /DE | 2,208,432 | $734M | +140,749 | +6.8% | 15Q | SEC ↗ |
| 27 | NORTHERN TRUST CORP | 2,100,022 | $698M | +98,721 | +4.9% | 27Q | SEC ↗ |
| 28 | AQR CAPITAL MANAGEMENT LLC | 2,076,835 | $690M | +1,169,447 | +128.9% | 13Q | SEC ↗ |
| 29 | VANGUARD FIDUCIARY TRUST CO | 2,063,824 | $686M | +61,677 | +3.1% | 2Q | SEC ↗ |
| 30 | D. E. Shaw & Co., Inc. | 1,947,802 | $647M | +660,556 | +51.3% | 3Q | SEC ↗ |
| 31 | T. Rowe Price Investment Management, I NEW | 1,892,593 | $629M | — | +0.0% | 1Q | SEC ↗ |
| 32 | ROYAL BANK OF CANADA | 1,841,879 | $612M | +234,211 | +14.6% | 28Q | SEC ↗ |
| 33 | Pictet Asset Management Holding SA | 1,798,113 | $597M | +416,128 | +30.1% | 12Q | SEC ↗ |
| 34 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,795,993 | $597M | +183,543 | +11.4% | 15Q | SEC ↗ |
| 35 | Sixth Street Partners Management Compa NEW | 1,795,993 | $597M | — | +0.0% | 1Q | SEC ↗ |
| 36 | GILDER GAGNON HOWE & CO LLC | 1,668,352 | $554M | -109,816 | -6.2% | 28Q | SEC ↗ |
| 37 | DEUTSCHE BANK AG | 1,604,234 | $533M | +27,733 | +1.8% | 25Q | SEC ↗ |
| 38 | Amundi | 1,591,632 | $529M | -115,624 | -6.8% | 21Q | SEC ↗ |
| 39 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 1,578,485 | $524M | +111,375 | +7.6% | 6Q | SEC ↗ |
| 40 | PRICE T ROWE ASSOCIATES INC /MD | 1,544,713 | $513M | +149,845 | +10.7% | 16Q | SEC ↗ |
| 41 | Polar Capital Holdings Plc | 1,240,516 | $412M | +76,432 | +6.6% | 18Q | SEC ↗ |
| 42 | Strategy Capital LLC | 1,106,100 | $367M | -32,517 | -2.9% | 21Q | SEC ↗ |
| 43 | MARSHALL WACE, LLP | 1,065,580 | $354M | +78,973 | +8.0% | 11Q | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 1,045,642 | $347M | +1,601 | +0.2% | 27Q | SEC ↗ |
| 45 | Sumitomo Mitsui Trust Group, Inc. | 997,856 | $331M | -76,541 | -7.1% | 26Q | SEC ↗ |
| 46 | MENORA MIVTACHIM HOLDINGS LTD. NEW | 983,250 | $327M | — | +0.0% | 1Q | SEC ↗ |
| 47 | National Pension Service | 959,987 | $319M | +15,546 | +1.6% | 22Q | SEC ↗ |
| 48 | UBS Group AG | 957,879 | $318M | -300,519 | -23.9% | 28Q | SEC ↗ |
| 49 | Clearbridge Investments, LLC | 912,622 | $303M | +900,639 | +7516.0% | 5Q | SEC ↗ |
| 50 | RAYMOND JAMES FINANCIAL INC | 909,543 | $302M | -31,304 | -3.3% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 3,596,888 | $1.2B |
| T. Rowe Price Investment Management | 1,892,593 | $629M |
| Sixth Street Partners Management Co | 1,795,993 | $597M |
| MENORA MIVTACHIM HOLDINGS LTD. | 983,250 | $327M |
| Qube Research & Technologies Ltd | 454,589 | $151M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 327,943 | $109M |
| Alyeska Investment Group, L.P. | 308,200 | $102M |
| Optiver Holding B.V. | 305,258 | $101M |
| RENAISSANCE TECHNOLOGIES LLC | 171,400 | $57M |
| Jupiter Topco LLC | 162,576 | $54M |
| HRT FINANCIAL LP | 142,124 | $47M |
| Contour Asset Management LLC | 140,946 | $47M |
| LMR Partners LLP | 136,257 | $45M |
| Nykredit A/S | 119,162 | $40M |
| Kranot Hishtalmut Le Morim Ve Ganan | 107,866 | $36M |
| SCGE MANAGEMENT, L.P. | 100,800 | $33M |
| Harel Insurance Investments & Finan | 100,500 | $33M |
| ExodusPoint Capital Management, LP | 100,016 | $33M |
| Artemis Investment Management LLP | 98,882 | $33M |
| TUDOR INVESTMENT CORP ET AL | 91,048 | $30M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Point72 Asset Management, L.P. | 428,984 | $143M |
| Woodline Partners LP | 419,492 | $139M |
| Capital Research Global Investors | 321,736 | $107M |
| Styrax Capital, LP | 200,000 | $66M |
| JUPITER ASSET MANAGEMENT LTD | 197,710 | $66M |
| Mizuho Markets Cayman LP | 160,000 | $53M |
| PICTON MAHONEY ASSET MANAGEMENT | 119,286 | $40M |
| SUMMIT PARTNERS PUBLIC ASSET MANAGE | 108,000 | $36M |
| Verition Fund Management LLC | 102,025 | $34M |
| STEADFAST CAPITAL MANAGEMENT LP | 96,000 | $32M |
| Benchstone Capital Management LP | 81,483 | $27M |
| Wealth High Governance Asset Manage | 77,893 | $26M |
| Skandinaviska Enskilda Banken AB (p | 77,695 | $26M |
| Cinctive Capital Management LP | 74,460 | $25M |
| MUFG Securities EMEA plc | 73,514 | $24M |
| Atika Capital Management LLC | 65,000 | $22M |
| M&G PLC | 64,787 | $22M |
| Jain Global LLC | 60,448 | $20M |
| Duquesne Family Office LLC | 52,535 | $17M |
| iA Global Asset Management Inc. | 44,670 | $15M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Capital World Investors | +1,590,123 | +7.0% | 24,325,692 |
| AQR CAPITAL MANAGEMENT LLC | +1,169,447 | +128.9% | 2,076,835 |
| JENNISON ASSOCIATES LLC | +1,024,584 | +23.3% | 5,419,068 |
| Clearbridge Investments, LLC | +900,639 | +7516.0% | 912,622 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +779,837 | +4.9% | 16,819,726 |
| VANGUARD CAPITAL MANAGEMENT LLC | +714,169 | +5.2% | 14,430,365 |
| D. E. Shaw & Co., Inc. | +660,556 | +51.3% | 1,947,802 |
| AMERICAN CENTURY COMPANIES INC | +658,901 | +18.2% | 4,286,156 |
| GOLDMAN SACHS GROUP INC | +619,603 | +25.3% | 3,071,969 |
| BlackRock, Inc. | +504,625 | +2.4% | 21,598,907 |
| Phoenix Financial Ltd. | +485,747 | +150.9% | 807,564 |
| Daiwa Securities Group Inc. | +424,446 | +967.3% | 468,324 |
| Pictet Asset Management Holding SA | +416,128 | +30.1% | 1,798,113 |
| FRANKLIN RESOURCES INC | +379,201 | +11.3% | 3,729,976 |
| Balyasny Asset Management L.P. | +320,666 | +91.6% | 670,903 |
| CANADA PENSION PLAN INVESTMENT BOAR | +318,719 | +230.2% | 457,160 |
| HSBC HOLDINGS PLC | +299,160 | +51.4% | 880,981 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | +293,936 | +54.3% | 835,502 |
| ACADIAN ASSET MANAGEMENT LLC | +268,274 | +3744.2% | 275,439 |
| STATE STREET CORP | +242,046 | +3.4% | 7,420,765 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -1,450,096 | -74.7% | 491,046 |
| BAILLIE GIFFORD & CO | -1,325,829 | -8.3% | 14,598,594 |
| JANE STREET GROUP, LLC | -1,163,665 | -72.9% | 432,774 |
| 1832 Asset Management L.P. | -1,020,100 | -84.1% | 192,800 |
| FMR LLC | -904,980 | -6.7% | 12,655,471 |
| Select Equity Group, L.P. | -854,886 | -100.0% | 38 |
| DZ BANK AG Deutsche Zentral Genosse | -824,979 | -18.3% | 3,677,783 |
| JPMORGAN CHASE & CO | -633,183 | -10.7% | 5,269,562 |
| MORGAN STANLEY | -624,994 | -3.9% | 15,258,327 |
| VOYA INVESTMENT MANAGEMENT LLC | -559,106 | -19.4% | 2,322,031 |
| LORD, ABBETT & CO. LLC | -497,845 | -50.2% | 494,215 |
| SANDS CAPITAL MANAGEMENT, LLC | -422,245 | -11.5% | 3,239,504 |
| BNP PARIBAS FINANCIAL MARKETS | -420,671 | -76.0% | 132,486 |
| Legal & General Group Plc | -312,651 | -10.6% | 2,641,523 |
| UBS Group AG | -300,519 | -23.9% | 957,879 |
| KBC Group NV | -249,580 | -74.2% | 86,773 |
| TWO SIGMA INVESTMENTS, LP | -233,654 | -8.3% | 2,586,183 |
| BARCLAYS PLC | -219,492 | -49.7% | 222,027 |
| Artisan Partners Limited Partnershi | -178,442 | -26.7% | 489,716 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | -168,799 | -31.5% | 367,585 |