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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 $75.0B in total; superinvestors ARK Invest and Soros Fund Management hold it.

13F holders, Q2 2021

Institutional positions in Cloudflare, Inc. as of Jun 30, 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
537
+31 vs. Q1 2021
Shares held
213.9M
+18.0M (+9.2%) vs. Q1 2021
Total value
$22.6B
+$8.88B (+64.6%) vs. Q1 2021
New holders
105
197 more added
Sold out
74
159 more reduced

1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 537 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 heldQ2 2021: $22.6B
Q1 2021: $13.7BQ2 2021: $22.6BQ3 2021: $24.6BQ4 2021: $29.8BQ1 2022: $28.0BQ2 2022: $10.4BQ3 2022: $12.9BQ4 2022: $11.0BQ1 2023: $16.2BQ2 2023: $16.0BQ3 2023: $15.8BQ4 2023: $23.3BQ1 2024: $29.6BQ2 2024: $21.2BQ3 2024: $20.8BQ4 2024: $28.4BQ1 2025: $30.1BQ2 2025: $54.6BQ3 2025: $61.4BQ4 2025: $54.9BQ1 2026: $57.1BQ2 2026: $75.0B
Institutions holding NET and their total value by quarter
QuarterHoldersValue
Q2 20261,228$75.0B
Q1 20261,139$57.1B
Q4 20251,091$54.9B
Q3 20251,039$61.4B
Q2 2025947$54.6B
Q1 2025872$30.1B
Q4 2024772$28.4B
Q3 2024680$20.8B
Q2 2024652$21.2B
Q1 2024709$29.6B
Q4 2023678$23.3B
Q3 2023573$15.8B
Q2 2023560$16.0B
Q1 2023572$16.2B
Q4 2022550$11.0B
Q3 2022563$12.9B
Q2 2022550$10.4B
Q1 2022641$28.0B
Q4 2021681$29.8B
Q3 2021620$24.6B
Q2 2021537$22.6B
Q1 2021507$13.7B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q1 2021.

Institutions holding NET in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Seeyond1,461$154.0K0.01%+7+0.5%Added
TSFG, LLC1,487$157.0K0.06%+1,487New
Adalta Capital Management LLC1,495$158.0K0.09%+1,495New
Knuff & Co LLC1,538$163.0K0.06%+10+0.7%Added
Acadian Asset Management LLC1,588$168.0K0.00%−1,963−55.3%Reduced
Macquarie Group Ltd1,808$192.0K0.00%−1,446−44.4%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,870$197.9K0.00%00.0%Unchanged
Lombard Odier Asset Management (Switzerland) SA1,906$202.0K0.01%−3,377−63.9%Reduced
Change Path, LLC1,906$202.0K0.01%+1,906New
Harbour Investments, Inc.1,939$205.0K0.01%+274+16.5%Added
Marshall Wace North America L.P.1,974$209.0K0.00%+1,974New
O'Shaughnessy Asset Management, LLC2,007$212.0K0.00%+30+1.5%Added
Full Sail Capital, LLC2,000$212.0K0.02%+2,000New
O'Brien Greene & Co. Inc2,000$212.0K0.08%+2,000New
Snowden Capital Advisors LLC2,031$215.0K0.01%−4,810−70.3%Reduced
Conway Capital Management, Inc.2,100$222.3K0.15%+2,100New
Brewin Dolphin Ltd2,139$226.4K0.01%−4,250−66.5%Reduced
Belpointe Asset Management LLC2,178$231.0K0.02%−4,895−69.2%Reduced
CWM, LLC2,201$233.0K0.00%00.0%Unchanged
Centiva Capital, LP2,223$235.0K0.02%+2,223New
Park Avenue Securities LLC2,264$240.0K0.01%−1,969−46.5%Reduced
Cetera Advisors LLC2,293$243.0K0.01%+2,293New
Ethic Inc.2,301$244.0K0.03%+2,301New
Quilter Plc2,316$245.0K0.01%+2,316New
Apollon Wealth Management, LLC2,342$248.0K0.04%+2,342New
Whittier Trust Co2,349$249.0K0.00%00.0%Unchanged
Resources Investment Advisors, LLC.2,397$254.0K0.01%+2,397New
Toroso Investments, LLC2,408$255.0K0.01%+2,408New
First Pacific Advisors, LP2,473$262.0K0.00%00.0%Unchanged
Sterling Investment Advisors, Ltd.2,500$265.0K0.08%00.0%Unchanged
Koss-Olinger Consulting, LLC2,520$267.0K0.04%−11,287−81.7%Reduced
Trustcore Financial Services, LLC2,530$268.0K0.03%+1,198+89.9%Added
Intrust Bank NA2,535$268.0K0.04%+2,535New
Teamwork Financial Advisors, LLC2,568$272.0K0.06%−13,814−84.3%Reduced
ProVise Management Group, LLC2,611$276.0K0.03%−1,736−39.9%Reduced
Flagship Harbor Advisors, LLC2,642$280.0K0.03%−590−18.3%Reduced
Avantax Advisory Services, Inc.2,716$287.0K0.01%+2,716New
Cetera Advisor Networks LLC2,737$290.0K0.00%+2,737New
PFG Advisors2,815$298.0K0.03%+2,815New
Ironsides Asset Advisors, LLC2,843$301.0K0.09%+2,843New
Cetera Investment Advisers2,859$303.0K0.00%+2,859New
Eqis Capital Management, Inc.2,953$313.0K0.02%−78−2.6%Reduced
First Foundation Advisors2,978$315.0K0.01%+2,978New
Independent Solutions Wealth Management, LLC2,997$317.2K0.08%+2,997New
Farmers Trust Co3,000$318.0K0.07%00.0%Unchanged
CAPROCK Group, Inc.3,037$321.0K0.03%+122+4.2%Added
Commerce Bank3,061$324.0K0.00%+214+7.5%Added
Lincoln National Corp3,085$327.0K0.01%−1,328−30.1%Reduced
Teza Capital Management LLC3,162$335.0K0.05%+3,162New
Steward Partners Investment Advisory, LLC3,183$337.0K0.01%−115−3.5%Reduced
Livforsakringsbolaget Skandia, Omsesidigt3,200$339.0K0.02%+1,600+100.0%Added
Rehmann Capital Advisory Group3,206$339.3K0.03%−386−10.7%Reduced
Dark Forest Capital Management LP3,231$342.0K0.15%+3,231New
XTX Topco Ltd3,247$344.0K0.12%−2,288−41.3%Reduced
Buckingham Strategic Wealth, LLC3,271$346.0K0.01%+3,271New
JustInvest LLC3,271$346.0K0.04%+3,271New
Dynamic Advisor Solutions LLC3,296$349.0K0.03%+433+15.1%Added
Redpoint Investment Management Pty Ltd3,326$352.0K0.03%−1,609−32.6%Reduced
Meridian Wealth Management, LLC3,329$352.0K0.04%−97−2.8%Reduced
SevenOneSeven Capital Management3,396$359.0K0.93%+3,396New
International Assets Investment Management, LLC3,574$378.0K0.07%−4,015−52.9%Reduced
Cornerstone Partners Capital Management, LLC3,595$380.0K0.08%+3,595New
EP Wealth Advisors, LLC3,629$384.0K0.01%+3,629New
Vigilare Wealth Management3,680$389.0K0.24%−360−8.9%Reduced
B. Metzler seel. Sohn & Co. Holding AG3,688$390.0K0.01%+838+29.4%Added
Umb Bank N A3,755$397.0K0.01%00.0%Unchanged
CIBC Private Wealth Group, LLC3,921$415.0K0.00%00.0%Unchanged
World Asset Management Inc3,974$421.0K0.04%+3,974New
B. Riley Wealth Management, Inc.4,106$435.0K0.05%−3,631−46.9%Reduced
Leonteq Securities AG4,206$445.2K0.03%−2,028−32.5%Reduced
CIBC World Markets Inc.4,225$447.0K0.00%−422−9.1%Reduced
Moneta Group Investment Advisors LLC4,271$452.0K0.02%+10.0%Added
SlateStone Wealth, LLC4,300$455.0K0.10%00.0%Unchanged
Doheny Asset Management4,300$455.0K0.29%+325+8.2%Added
Walleye Capital LLC4,320$457.0K0.02%−4,529−51.2%Reduced
Asahi Life Asset Management Co., Ltd.4,350$460.0K0.06%−310−6.7%Reduced
Weld Capital Management LLC4,366$462.0K0.47%−3,619−45.3%Reduced
Archer Investment Corp4,400$465.7K0.18%−1,200−21.4%Reduced
Guggenheim Capital LLC4,448$471.0K0.00%−756−14.5%Reduced
Pekin Hardy Strauss, Inc.4,680$495.0K0.07%+4,680New
Financial Architects, Inc4,750$503.0K0.07%−2,175−31.4%Reduced
Creative Planning4,772$505.0K0.00%−19,804−80.6%Reduced
Tokio Marine Asset Management Co Ltd4,800$508.0K0.05%−1,500−23.8%Reduced
Envestnet Asset Management Inc4,808$509.0K0.00%−26,548−84.7%Reduced
BP PLC5,000$529.0K0.02%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.5,007$530.0K0.18%+213+4.4%Added
Nwam LLC5,083$538.0K0.05%+420+9.0%Added
American International Group, Inc.5,189$549.0K0.00%+2,581+99.0%Added
Glenmede Trust Co NA5,226$552.0K0.00%−974−15.7%Reduced
Brighton Jones LLC5,347$566.0K0.03%−79−1.5%Reduced
Moseley Investment Management Inc5,436$575.0K0.28%−823−13.1%Reduced
Schroder Investment Management Group5,531$585.0K0.00%+5,531New
Geneos Wealth Management Inc.5,620$595.0K0.02%−76−1.3%Reduced
Arete Wealth Advisors, LLC5,929$602.0K0.08%−1,154−16.3%Reduced
Spearhead Capital Advisors, LLC5,696$603.0K0.08%+676+13.5%Added
J.W. Cole Advisors, Inc.5,740$608.0K0.05%+176+3.2%Added
Prudential Financial Inc5,800$614.0K0.00%+2,730+88.9%Added
Inverness Counsel LLC5,815$615.0K0.02%+400+7.4%Added
Verition Fund Management LLC5,843$618.0K0.01%+5,843New
Manufacturers Life Insurance Company, The5,998$635.0K0.00%−59−1.0%Reduced