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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.

Q2 2021 vs. Q1 2021

How the institutions holding Cloudflare, Inc. changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of NET: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders5071537+31
Shares195.9M64.8K213.9M+18.0M (+9.2%)
Value$13.7B$4.55M$22.6B+$8.88B (+64.7%)

1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (105)

Institutions that held Cloudflare, Inc. at the end of Q2 2021 but not at the end of Q1 2021.

Showing the largest 100 of 105 by value.

Institutions new to NET in Q2 2021
InstitutionSharesValue% of portfolio
1832 Asset Management L.P.1,297,000$137.8M0.27%
Strategy Capital LLC510,107$54.0M5.53%
Long Walk Management LP474,797$50.3M34.53%
American Century Companies Inc443,501$46.9M0.03%
GAM Holding AG235,528$24.9M1.09%
Truxt Investmentos Ltda.235,100$24.9M1.65%
NZS Capital, LLC153,283$16.2M1.49%
Mn Services Vermogensbeheer B.V.165,200$14.7M0.11%
AO Asset Management, LP125,000$13.2M0.92%
Capital Fund Management S.A.123,542$13.1M0.35%
Nwi Management LP100,000$10.6M0.80%
Telemark Asset Management, LLC100,000$10.6M0.84%
Amundi98,545$10.4M0.01%
Penserra Capital Management LLC69,135$7.32M0.13%
Squarepoint Ops LLC67,053$7.10M0.05%
Thrivent Financial for Lutherans43,827$4.64M0.01%
Simplex Trading, LLC41,610$4.40M0.16%
Sandler Capital Management34,920$3.70M0.33%
Viridian Ria, LLC0$2.46M0.57%
Blueshift Asset Management, LLC22,799$2.41M0.13%
Balyasny Asset Management LLC22,426$2.37M0.01%
Calamos Advisors LLC21,280$2.25M0.01%
Prudential PLC20,307$2.15M0.02%
Fortis Capital Management LLC20,020$2.12M1.09%
Wealthfront Advisers LLC18,274$1.93M0.01%
Davide Leone & Partners Investment Co Ltd.17,010$1.80M0.29%
Eagle Bay Advisors LLC15,659$1.66M1.33%
Investment House LLC15,056$1.59M0.11%
Blue Barn Wealth, LLC15,012$1.59M1.63%
Winton Group Ltd14,981$1.59M0.09%
Circle Wealth Management, LLC14,668$1.55M0.22%
CX Institutional14,609$1.55M0.13%
Vestcor Inc14,352$1.52M0.05%
Chase Investment Counsel Corp14,130$1.50M0.62%
Jacob Asset Management of New York LLC14,000$1.48M0.49%
SWS Partners12,163$1.29M0.84%
Deprince Race & Zollo Inc11,984$1.27M0.03%
Kemnay Advisory Services Inc.11,095$1.17M0.14%
Light Street Capital Management, LLC10,850$1.15M0.05%
Meiji Yasuda Asset Management Co Ltd.10,400$1.10M0.05%
Laurion Capital Management LP9,448$1.00M0.02%
SG Americas Securities, LLC9,314$986.0K0.01%
Paloma Partners Management Co9,006$953.0K0.03%
Simplify Asset Management Inc.9,000$952.0K0.22%
Texas Treasury Safekeeping Trust Co8,988$951.0K0.30%
Kornitzer Capital Management Inc8,850$937.0K0.01%
Sante Capital Fund, LP8,624$913.0K0.38%
Prelude Capital Management, LLC8,237$872.0K0.05%
V Wealth Advisors LLC8,175$865.0K0.14%
First Republic Investment Management, Inc.7,637$808.0K0.00%
Motley Fool Asset Management LLC7,274$770.0K0.05%
Joel Isaacson & Co., LLC6,766$716.0K0.06%
Morse Asset Management, Inc6,560$694.0K0.17%
MML Investors Services, LLC6,475$685.0K0.01%
O'Neil Global Advisors, Inc.6,100$646.0K0.20%
Verition Fund Management LLC5,843$618.0K0.01%
Schroder Investment Management Group5,531$585.0K0.00%
Pekin Hardy Strauss, Inc.4,680$495.0K0.07%
World Asset Management Inc3,974$421.0K0.04%
EP Wealth Advisors, LLC3,629$384.0K0.01%
Cornerstone Partners Capital Management, LLC3,595$380.0K0.08%
SevenOneSeven Capital Management3,396$359.0K0.93%
Buckingham Strategic Wealth, LLC3,271$346.0K0.01%
JustInvest LLC3,271$346.0K0.04%
Dark Forest Capital Management LP3,231$342.0K0.15%
Teza Capital Management LLC3,162$335.0K0.05%
Independent Solutions Wealth Management, LLC2,997$317.2K0.08%
First Foundation Advisors2,978$315.0K0.01%
Cetera Investment Advisers2,859$303.0K0.00%
Ironsides Asset Advisors, LLC2,843$301.0K0.09%
PFG Advisors2,815$298.0K0.03%
Cetera Advisor Networks LLC2,737$290.0K0.00%
Avantax Advisory Services, Inc.2,716$287.0K0.01%
Intrust Bank NA2,535$268.0K0.04%
Toroso Investments, LLC2,408$255.0K0.01%
Resources Investment Advisors, LLC.2,397$254.0K0.01%
Apollon Wealth Management, LLC2,342$248.0K0.04%
Quilter Plc2,316$245.0K0.01%
Ethic Inc.2,301$244.0K0.03%
Cetera Advisors LLC2,293$243.0K0.01%
Centiva Capital, LP2,223$235.0K0.02%
Conway Capital Management, Inc.2,100$222.3K0.15%
Full Sail Capital, LLC2,000$212.0K0.02%
O'Brien Greene & Co. Inc2,000$212.0K0.08%
Marshall Wace North America L.P.1,974$209.0K0.00%
Change Path, LLC1,906$202.0K0.01%
Adalta Capital Management LLC1,495$158.0K0.09%
TSFG, LLC1,487$157.0K0.06%
Stelac Advisory Services LLC1,400$148.0K0.03%
Pacer Advisors, Inc.1,168$124.0K0.00%
Albion Financial Group1,000$106.0K0.01%
Northwestern Mutual Wealth Management Co406$43.0K0.00%
West Branch Capital LLC267$28.0K0.01%
Strategic Blueprint, LLC169$18.0K0.00%
WD Rutherford LLC125$13.0K0.01%
Asset Dedication, LLC100$11.0K0.00%
Tradition Wealth Management, LLC70$7.00K0.00%
Carmichael Hill & Associates, Inc.53$6.00K0.00%
Prestige Wealth Management Group LLC58$6.00K0.00%
Fifth Third Bancorp35$4.00K0.00%

Sold out (74)

Institutions that held Cloudflare, Inc. at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of NET in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Alkeon Capital Management LLC1,674,000$117.6M
Artisan Partners Limited Partnership363,518$25.5M
Millennium Management LLC359,999$25.3M
Renaissance Technologies LLC299,500$21.0M
Worldquant Millennium Advisors LLC283,314$19.9M
Jag Capital Management, LLC244,655$17.2M
Group One Trading, L.P.154,059$10.8M
Walleye Trading LLC147,251$10.3M
Junson Asset Management (Hong Kong) Ltd116,000$8.38M
PEAK6 Investments LLC113,104$7.95M
Jupiter Asset Management Ltd104,506$7.34M
Duquesne Family Office LLCSuperinvestorDuquesne Family Office96,738$6.80M
Berylson Capital Partners, LLC74,200$5.21M
Van Eck Associates Corp45,522$3.20M
Adams Street Partners LLC42,681$3.00M
Lido Advisors, LLC40,111$2.82M
Cinctive Capital Management LP39,903$2.80M
Engle Capital Management, L.P.36,000$2.53M
Quantbot Technologies LP35,532$2.50M
Occudo Quantitative Strategies LP32,455$2.28M
Duality Advisers, LP31,077$2.18M
HAP Trading, LLC29,211$2.05M
Empowered Funds, LLC23,578$1.79M
First Citizens Bank & Trust Co23,875$1.68M
Banco Santander, S.A.21,405$1.50M
Jump Financial, LLC21,154$1.49M
Weiss Multi-Strategy Advisers LLC20,035$1.41M
First Hawaiian Bank18,930$1.33M
Bellwether Advisors, LLC17,207$1.21M
HRT Financial LP15,539$1.09M
Russell Clark Investment Management Ltd15,000$1.05M
South Shore Capital Advisors13,910$977.0K
Trexquant Investment LP10,984$772.0K
Sciencast Management LP10,200$742.0K
Ferris Capital, LLC10,500$738.0K
AlphaCrest Capital Management LLC10,373$729.0K
HarbourVest Partners LLC9,278$652.0K
Mercer Global Advisors Inc9,016$633.0K
Two Sigma Investments, LP8,700$611.0K
San Francisco Sentry Investment Group (Ca)8,210$577.0K
AGF Investments LLC8,148$572.0K
Bayesian Capital Management, LP7,300$513.0K
Oxbow Advisors, LLC7,100$499.0K
Woodward Diversified Capital, LLC6,825$480.0K
Bank of Nova Scotia6,371$448.0K
Clear Street Markets LLC5,600$393.0K
Gsa Capital Partners LLP4,240$298.0K
1623 Capital LLC4,113$289.0K
Wealthcare Advisory Partners LLC1,850$130.0K
Solstein Capital, LLC1,850$130.0K
HM Payson & Co935$66.0K
Ameritas Investment Company, LLC825$58.0K
Nisa Investment Advisors, LLC600$42.0K
Regal Wealth Group, Inc.600$42.0K
Eudaimonia Partners, LLC560$39.0K
Valeo Financial Advisors, LLC538$38.0K
Sowell Financial Services LLC414$29.0K
Allred Capital Management, LLC300$21.1K
Gradient Investments LLC200$14.0K
Bollard Group LLC200$14.0K
Tfo-TDC, LLC200$14.0K
Fieldpoint Private Securities, LLC200$14.0K
Loomis Sayles & Co L P164$12.0K
Alpha DNA Investment Management LLC150$10.0K
Altshuler Shaham Ltd97$7.00K
WealthShield Partners, LLC100$7.00K
Meridian Wealth Partners, LLC67$5.00K
RMR Wealth Builders75$5.00K
Total Clarity Wealth Management, Inc.60$4.00K
Evoke Wealth, LLC44$3.00K
Turim 21 Investimentos Ltda.29$2.00K
State of Wyoming34$2.00K
Wealthcare Capital Management LLC10$1.00K
Regency Capital Management Inc.7$0

Not filed for Q2 2021 yet (1)

Institutions that held Cloudflare, Inc. at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NET in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Amundi Asset Management US, Inc.64,827$4.55M