On June 6, 2025, Keybanc initiated coverage of Cloudflare (LSE:0A3Z) with an Overweight recommendation. There are currently 1,404 funds or institutions reporting positions in Cloudflare, reflecting an increase of 171 (13.87%) in the last quarter. However, total institutional shares owned decreased by 0.46% to 320,400K shares.
Notable shareholders include Capital World Investors, which holds 34,568K shares (11.13% ownership), but reported a decrease from 35,409K shares (2.43%). Baillie Gifford decreased its holdings by 16.26% to 27,426K shares (8.83% ownership). Additionally, AGTHX – GROWTH FUND OF AMERICA increased its allocation by 43.70% to 18,778K shares (6.05% ownership), while Vanguard Total Stock Market Index Fund holds 9,249K shares (2.98% ownership), marking a 1.80% increase. Sands Capital Management’s holdings declined by 20.83% to 6,427K shares (2.07% ownership).
