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Cloudflare, Inc.

NET
Exchange
NYSE
Industry
Services-Prepackaged Software
SEC CIK
0001477333

In the last 90 days, Cloudflare, Inc. insiders filed 0 open-market purchases and 23 sales; 1,228 institutions reported holding it in 13F filings for Q2 2026, worth $69.8B in total; superinvestors ARK Invest and Soros Fund Management hold it.

13F holders, Q1 2021

Institutional positions in Cloudflare, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
507
No complete 13F data for Q4 2020
Shares held
195.9M
No complete 13F data for Q4 2020
Total value
$13.7B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting NET on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 507 institutions
Q1 2021: 507 institutionsQ2 2021: 537 institutionsQ3 2021: 620 institutionsQ4 2021: 681 institutionsQ1 2022: 641 institutionsQ2 2022: 550 institutionsQ3 2022: 563 institutionsQ4 2022: 550 institutionsQ1 2023: 572 institutionsQ2 2023: 560 institutionsQ3 2023: 573 institutionsQ4 2023: 678 institutionsQ1 2024: 709 institutionsQ2 2024: 652 institutionsQ3 2024: 680 institutionsQ4 2024: 772 institutionsQ1 2025: 872 institutionsQ2 2025: 947 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,091 institutionsQ1 2026: 1,139 institutionsQ2 2026: 1,228 institutions
Value heldQ1 2021: $13.7B
Q1 2021: $13.7BQ2 2021: $22.6BQ3 2021: $24.6BQ4 2021: $29.8BQ1 2022: $28.0BQ2 2022: $10.3BQ3 2022: $12.9BQ4 2022: $10.9BQ1 2023: $15.1BQ2 2023: $16.0BQ3 2023: $15.8BQ4 2023: $20.7BQ1 2024: $24.2BQ2 2024: $21.1BQ3 2024: $20.7BQ4 2024: $28.4BQ1 2025: $29.8BQ2 2025: $54.3BQ3 2025: $59.1BQ4 2025: $54.8BQ1 2026: $57.1BQ2 2026: $69.8B
Institutions holding NET and their total value by quarter
QuarterHoldersValue
Q2 20261,228$69.8B
Q1 20261,139$57.1B
Q4 20251,091$54.8B
Q3 20251,039$59.1B
Q2 2025947$54.3B
Q1 2025872$29.8B
Q4 2024772$28.4B
Q3 2024680$20.7B
Q2 2024652$21.1B
Q1 2024709$24.2B
Q4 2023678$20.7B
Q3 2023573$15.8B
Q2 2023560$16.0B
Q1 2023572$15.1B
Q4 2022550$10.9B
Q3 2022563$12.9B
Q2 2022550$10.3B
Q1 2022641$28.0B
Q4 2021681$29.8B
Q3 2021620$24.6B
Q2 2021537$22.6B
Q1 2021507$13.7B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Cloudflare, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding NET in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
RPG Investment Advisory, LLC115,973$8.15M1.46%––
Stony Point Capital LLC118,100$8.30M2.66%––
State of New Jersey Common Pension Fund D118,779$8.35M0.03%––
Junson Asset Management (Hong Kong) Ltd116,000$8.38M3.49%––
Rhumbline Advisers119,887$8.42M0.01%––
Jasper Ridge Partners, L.P.120,617$8.47M0.39%––
Bank of Montreal120,731$8.74M0.01%––
Nomura Asset Management Co Ltd126,720$8.90M0.06%––
Jane Street Group, LLC131,347$9.23M0.03%––
STRS Ohio132,298$9.29M0.03%––
Prescott Group Capital Management, L.L.C.132,586$9.31M2.72%––
Teachers Retirement System of the State of Kentucky139,228$9.78M0.10%––
State Board of Administration of Florida Retirement System142,782$10.0M0.02%––
Walleye Trading LLC147,251$10.3M0.35%––
Group One Trading, L.P.154,059$10.8M0.24%––
Teacher Retirement System of Texas160,735$11.3M0.06%––
Forte Capital LLC161,536$11.3M1.75%––
Renaissance Capital LLC163,710$11.5M1.70%––
Polar Capital Holdings Plc166,194$11.7M0.07%––
Martingale Asset Management L P168,959$11.9M0.14%––
Tiger Global Management LLCSuperinvestorTiger Global Management175,000$12.3M0.03%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.176,527$12.4M0.08%––
Eaton Vance Management183,078$12.9M0.02%––
CIBC Asset Management Inc188,661$13.3M0.06%––
Swedbank AB192,509$13.5M0.03%––
Citigroup Inc193,657$13.6M0.01%––
Price T Rowe Associates Inc195,435$13.7M0.00%––
Allen Investment Management LLC195,490$13.7M0.21%––
New York State Common Retirement Fund201,653$14.2M0.02%––
Atika Capital Management LLC202,000$14.2M1.48%––
Fred Alger Management, LLC209,122$14.7M0.04%––
Gabelli Funds LLC227,576$16.0M0.11%––
Alliancebernstein L.P.234,795$16.5M0.01%––
AQR Capital Management LLC240,857$16.6M0.03%––
California State Teachers Retirement System235,828$16.6M0.02%––
Park West Asset Management LLC237,500$16.7M0.55%––
Personal Capital Advisors Corp238,519$16.8M0.10%––
Jag Capital Management, LLC244,655$17.2M1.52%––
Great West Life Assurance Co245,552$17.2M0.04%––
Principal Financial Group Inc263,619$18.5M0.01%––
Center Lake Capital Management, LLC270,000$19.0M3.51%––
Optimus Prime Fund Management Co., Ltd.276,645$19.4M1.76%––
Worldquant Millennium Advisors LLC283,314$19.9M0.42%––
ThornTree Capital Partners LP284,959$20.0M2.84%––
Bank Julius Baer & Co. Ltd, Zurich293,584$20.6M0.15%––
Renaissance Technologies LLC299,500$21.0M0.03%––
UBS Group AG315,702$22.2M0.01%––
Aspiriant, LLC331,014$23.3M1.49%––
Miura Global Management, LLC350,000$24.6M4.39%––
12 West Capital Management LP353,200$24.8M1.18%––
National Pension Service355,600$25.0M0.05%––
Millennium Management LLC359,999$25.3M0.04%––
Credit Suisse AG360,890$25.4M0.02%––
Artisan Partners Limited Partnership363,518$25.5M0.03%––
Bamco Inc408,841$28.7M0.07%––
Tobam452,646$31.8M1.35%––
Cota Capital Management, LLC493,891$34.7M7.63%––
Hitchwood Capital Management LP500,000$35.1M1.25%––
Whetstone Capital Advisors, LLC518,441$36.4M7.74%––
Nuveen Asset Management, LLC521,654$36.7M0.01%––
Susquehanna International Group, LLP545,825$38.3M0.05%––
SW Investment Management LLC550,000$38.6M18.18%––
UBS Asset Management Americas Inc574,280$40.3M0.02%––
JPMorgan Chase & Co583,486$41.0M0.01%––
Corient Capital Partners, LLC600,373$42.2M3.61%––
Bank of America Corp609,677$42.8M0.01%––
SQN Investors LP617,289$43.4M2.30%––
Neuberger Berman Group LLC647,556$45.5M0.04%––
Allianz Asset Management GmbH678,316$47.7M0.05%––
D. E. Shaw & Co., Inc.685,830$48.2M0.06%––
Parametric Portfolio Associates LLC692,838$48.7M0.03%––
ETF Managers Group, LLC768,185$50.5M0.90%––
Invesco Ltd.732,016$51.4M0.01%––
Nikko Asset Management Americas, Inc.752,900$52.9M0.26%––
Bank of New York Mellon Corp794,692$55.8M0.01%––
Federated Hermes, Inc.821,233$57.7M0.11%––
Sands Capital Management, LLC917,747$64.5M0.12%––
ARK Investment Management LLCSuperinvestorARK Invest942,466$66.2M0.13%––
Royal Bank of Canada979,800$68.8M0.02%––
La Financiere de L'Echiquier996,000$70.0M2.83%––
Citadel Advisors LLC996,140$70.0M0.07%––
Swiss National Bank1,040,800$73.1M0.05%––
Northern Trust Corp1,102,016$77.4M0.01%––
Goldman Sachs Group Inc1,187,136$83.4M0.02%––
California Public Employees Retirement System1,237,502$86.9M0.07%––
Charles Schwab Investment Management Inc1,352,799$95.0M0.03%––
Sumitomo Mitsui Trust Holdings, Inc.1,383,077$97.2M0.06%––
Legal & General Group Plc1,575,057$110.7M0.04%––
Alkeon Capital Management LLC1,674,000$117.6M0.45%––
Wells Fargo & Company1,695,721$119.1M0.03%––
Mitsubishi UFJ Trust & Banking Corp1,757,812$123.5M0.27%––
Deutsche Bank AG1,993,347$140.1M0.08%––
Geode Capital Management, LLC2,070,117$145.2M0.02%––
Franklin Resources Inc2,469,414$173.5M0.07%––
Capital World Investors2,486,091$174.7M0.03%––
NEA Management Company, LLC2,763,583$194.2M4.39%––
First Trust Advisors LP2,843,495$199.8M0.24%––
State Street Corp3,032,945$213.1M0.01%––
Norges Bank3,809,409$267.6M0.06%––
Gilder Gagnon Howe & Co LLC4,925,653$346.1M1.87%––