Cloudflare: which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it (+1 vs last quarter) with a median weight of 5.3%.
Quarter flow (concentrated managers)
Change in managers (0 → 1): 1 opened · 0 exited = +1
Net flow in the quarter: +$70.7M (+55.0 M shares) · bought $70.7M and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- Ovata Capital ManagementNew$70.9M5.3%+5.3 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders (all 13F filers)
- Ovata Capital Managementconcentrated55.0 MInvestment firm+55.0 M
- Mizuho Securities USA25.6 MBank or trading desk0
- Fitzgerald Cantor198 KBank or trading desk−1.3 M
- Oppenheimer Asset Management177 KType not verified−4,000
- Stephens59 KType not verified0
- Commonwealth Equity Services26 KWealth adviser+26 K
- Brighton Jones12 KType not verified0
- Rothschild Investment3,000Type not verified0
- Nomura Holdings2,868Bank or trading desk−14 K
- Northwestern Mutual Wealth Management1,000Wealth adviser0
- Ovata Capital Managementconcentrated
- Shares
- 55.0 M
- Change
- +55.0 M
See more
- Type
- Investment firm
- Value
- $70.9M
- Shares
- 25.6 M
- Change
- 0
See more
- Type
- Bank or trading desk
- Value
- $29.7M
- Shares
- 198 K
- Change
- −1.3 M
See more
- Type
- Bank or trading desk
- Value
- $254K
- Shares
- 177 K
- Change
- −4,000
See more
- Type
- Type not verified
- Value
- $227K
- Shares
- 59 K
- Change
- 0
See more
- Type
- Type not verified
- Value
- $75.8K
- Shares
- 26 K
- Change
- +26 K
See more
- Type
- Wealth adviser
- Value
- $33.4K
- Shares
- 12 K
- Change
- 0
See more
- Type
- Type not verified
- Value
- $15.4K
- Shares
- 3,000
- Change
- 0
See more
- Type
- Type not verified
- Value
- $3.9K
- Shares
- 2,868
- Change
- −14 K
See more
- Type
- Bank or trading desk
- Value
- $703K
- Shares
- 1,000
- Change
- 0
See more
- Type
- Wealth adviser
- Value
- $1.3K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Above 5% (13D/13G)
This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.
No recent filings.
All material events (8-K)
Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.