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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
Jasper Ridge Partners, L.P.120,617$8.47M0.39%––
Rhumbline Advisers119,887$8.42M0.01%––
Junson Asset Management (Hong Kong) Ltd116,000$8.38M3.49%––
State of New Jersey Common Pension Fund D118,779$8.35M0.03%––
Stony Point Capital LLC118,100$8.30M2.66%––
RPG Investment Advisory, LLC115,973$8.15M1.46%––
PEAK6 Investments LLC113,104$7.95M0.21%––
Caas Capital Management LP107,606$7.56M0.23%––
Andra AP-fonden106,300$7.47M0.16%––
Sentinel Trust Co Lba106,218$7.46M1.32%––
Jupiter Asset Management Ltd104,506$7.34M0.07%––
Raymond James & Associates103,528$7.27M0.01%––
Evercore Wealth Management, LLC102,326$7.19M0.14%––
Cutler Group LP102,052$7.17M0.60%––
Storebrand Asset Management AS101,940$7.16M0.04%––
Vestor Capital, LLC101,803$7.15M0.82%––
Firsthand Capital Management, Inc.100,000$7.03M1.97%––
Ma Investment Partnership, LP100,000$7.03M4.73%––
Vista Equity Partners Management, LLC99,206$6.97M0.10%––
Janus Henderson Group PLC98,554$6.92M0.00%––
Cambridge Investment Research Advisors, Inc.97,947$6.88M0.04%––
Duquesne Family Office LLCSuperinvestorDuquesne Family Office96,738$6.80M0.15%––
State of Wisconsin Investment Board96,679$6.79M0.01%––
Hamilton Lane Advisors LLC94,535$6.64M2.16%––
AMJ Financial Wealth Management93,534$6.57M3.18%––
O'Shares Investment Advisers, LLC93,508$6.57M0.49%––
Ameriprise Financial Inc90,615$6.36M0.00%––
Asset Management One Co.,Ltd.88,992$6.25M0.02%––
Zurcher Kantonalbank (Zurich Cantonalbank)88,119$6.19M0.04%––
Treasurer of the State of North Carolina87,200$6.13M0.04%––
HSBC Holdings PLC85,625$5.99M0.01%––
Victory Capital Management Inc81,243$5.71M0.01%––
Wolverine Trading, LLC86,456$5.69M0.11%––
Russell Investments Group, Ltd.83,190$5.61M0.01%––
Robeco Institutional Asset Management B.V.78,318$5.50M0.01%––
Nomura Holdings Inc76,917$5.41M0.04%––
Man Group plc75,901$5.33M0.02%––
Berylson Capital Partners, LLC74,200$5.21M1.27%––
Federation des caisses Desjardins du Quebec73,965$5.20M0.06%––
Rothschild & Co Asset Management US Inc.73,756$5.18M0.06%––
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund73,000$5.13M0.36%––
Advisor Group Holdings, Inc.72,425$5.09M0.01%––
LPL Financial LLC71,132$5.00M0.01%––
Jackson Square Capital, LLC70,698$4.97M1.90%––
Public Employees Retirement System of Ohio70,342$4.94M0.02%––
Pictet Asset Management Ltd67,323$4.73M0.01%––
Qube Research & Technologies Ltd65,490$4.60M0.08%––
Dimensional Fund Advisors LP65,277$4.58M0.00%––
Amundi Asset Management US, Inc.64,827$4.55M0.00%––
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund62,700$4.41M0.04%––
NN Investment Partners Holdings N.V.62,500$4.39M0.03%––
Tiemann Investment Advisors, LLC60,819$4.27M2.13%––
Cynosure Management, LLC59,975$4.21M3.30%––
Arizona State Retirement System57,327$4.03M0.04%––
Brevan Howard Capital Management LP57,100$4.01M2.66%––
Aviva PLC55,782$3.92M0.02%––
Tudor Investment Corp Et Al55,079$3.87M0.08%––
Utah Retirement Systems53,691$3.77M0.05%––
Athanor Capital, LP52,801$3.71M0.15%––
Riggs Asset Managment Co. Inc.50,776$3.57M1.08%––
Forsta Ap-Fonden48,800$3.43M0.05%––
Edmond de Rothschild Holding S.A.48,752$3.42M0.09%––
Korea Investment CORP47,500$3.34M0.01%––
Ensign Peak Advisors, Inc47,198$3.32M0.01%––
AE Wealth Management LLC46,699$3.28M0.03%––
Van Eck Associates Corp45,522$3.20M0.01%––
Blair William & Co45,133$3.17M0.01%––
Oregon Public Employees Retirement Fund44,694$3.14M0.04%––
USS Investment Management Ltd43,038$3.02M0.03%––
Royal London Asset Management Ltd42,870$3.01M0.01%––
Oppenheimer & Co Inc42,787$3.01M0.06%––
Adams Street Partners LLC42,681$3.00M0.48%––
AtonRa Partners42,662$3.00M1.34%––
Raymond James Financial Services Advisors, Inc.41,885$2.94M0.01%––
AMP Capital Investors Ltd41,210$2.88M0.01%––
HighTower Advisors, LLC40,830$2.88M0.01%––
Navellier & Associates Inc40,636$2.85M0.51%––
Lido Advisors, LLC40,111$2.82M0.08%––
Cinctive Capital Management LP39,903$2.80M0.18%––
Stifel Financial Corp39,563$2.78M0.00%––
Voya Investment Management LLC38,500$2.71M0.01%––
Executive Wealth Management, LLC38,096$2.68M0.31%––
Engle Capital Management, L.P.36,000$2.53M0.38%––
Ambassador Advisors, LLC35,723$2.51M0.56%––
US Bancorp35,634$2.50M0.01%––
Quantbot Technologies LP35,532$2.50M0.24%––
Handelsbanken Fonder AB35,400$2.49M0.01%––
ClariVest Asset Management LLC35,100$2.47M0.09%––
Gulf International Bank (UK) Ltd33,812$2.38M0.03%––
Gamco Investors, Inc. Et Al33,719$2.37M0.02%––
Skandinaviska Enskilda Banken AB (publ)32,876$2.31M0.02%––
British Columbia Investment Management Corp32,584$2.29M0.02%––
Occudo Quantitative Strategies LP32,455$2.28M0.50%––
CFM Wealth Partners LLC32,236$2.27M0.68%––
Highland Capital Management, LLC31,507$2.21M0.14%––
Envestnet Asset Management Inc31,356$2.20M0.00%––
Duality Advisers, LP31,077$2.18M0.19%––
ARS Investment Partners, LLC30,722$2.16M0.25%––
Soltis Investment Advisors LLC30,404$2.14M0.39%––
Vontobel Holding Ltd.30,277$2.13M0.02%––