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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
Must Asset Management Inc.5,963$642.0K0.45%−9,032−60.2%Reduced
O'Neil Global Advisors, Inc.6,100$646.0K0.20%+6,100New
Tower Research Capital LLC (TRC)6,195$656.0K0.02%−43−0.7%Reduced
Level Four Advisory Services, LLC6,328$670.0K0.05%+706+12.6%Added
Kestra Private Wealth Services, LLC6,363$673.0K0.04%+532+9.1%Added
Van Hulzen Asset Management, LLC6,382$675.0K0.10%+32+0.5%Added
MML Investors Services, LLC6,475$685.0K0.01%+6,475New
M&T Bank Corp6,504$688.0K0.00%−988−13.2%Reduced
Morse Asset Management, Inc6,560$694.0K0.17%+6,560New
Financial Management Network Inc6,709$711.0K0.36%−30−0.4%Reduced
Joel Isaacson & Co., LLC6,766$716.0K0.06%+6,766New
Harel Insurance Investments & Financial Services Ltd.2,927$717.0K0.02%−17,139−85.4%Reduced
Exchange Traded Concepts, LLC6,801$720.0K0.02%−656−8.8%Reduced
Beacon Investment Advisory Services, Inc.6,851$725.0K0.03%+866+14.5%Added
Jane Street Group, LLC6,982$739.0K0.00%−124,365−94.7%Reduced
Berman Capital Advisors, LLC7,054$745.0K0.12%+50+0.7%Added
IBM Retirement Fund7,106$752.0K0.06%+3,300+86.7%Added
Intersect Capital LLC7,131$755.0K0.13%−25−0.3%Reduced
Motley Fool Asset Management LLC7,274$770.0K0.05%+7,274New
Sanders Morris Harris LLC7,443$788.0K0.15%+1,000+15.5%Added
Kovack Advisors, Inc.7,539$798.0K0.09%+3,558+89.4%Added
Seven Eight Capital, LP7,596$804.0K0.11%−487−6.0%Reduced
First Republic Investment Management, Inc.7,637$808.0K0.00%+7,637New
Kingsview Wealth Management, LLC7,749$809.0K0.04%+4,112+113.1%Added
Parsons Capital Management Inc7,835$829.0K0.06%+2,187+38.7%Added
The PNC Financial Services Group, Inc.7,879$833.0K0.00%+4,956+169.6%Added
Advisory Services Network, LLC7,880$834.0K0.03%+1,700+27.5%Added
Vivid Financial Management, Inc.7,973$844.0K0.35%+1,833+29.9%Added
Peak Asset Management, LLC8,053$852.0K0.21%+1,917+31.2%Added
V Wealth Advisors LLC8,175$865.0K0.14%+8,175New
Engineers Gate Manager LP8,196$867.0K0.06%+3,081+60.2%Added
Panagora Asset Management Inc8,210$869.0K0.00%−362−4.2%Reduced
Frontier Wealth Management LLC8,225$871.0K0.06%−1,050−11.3%Reduced
Prelude Capital Management, LLC8,237$872.0K0.05%+8,237New
Scotia Capital Inc.8,285$877.0K0.01%−299−3.5%Reduced
National Asset Management, Inc.8,487$883.0K0.03%+4,743+126.7%Added
Private Advisor Group, LLC8,473$897.0K0.01%+1,115+15.2%Added
Comerica Bank7,690$909.0K0.01%+3,437+80.8%Added
Sante Capital Fund, LP8,624$913.0K0.38%+8,624New
Financial Advisory Service, Inc.8,680$919.0K0.09%−100−1.1%Reduced
Illinois Municipal Retirement Fund8,813$933.0K0.04%00.0%Unchanged
Kornitzer Capital Management Inc8,850$937.0K0.01%+8,850New
Texas Treasury Safekeeping Trust Co8,988$951.0K0.30%+8,988New
Simplify Asset Management Inc.9,000$952.0K0.22%+9,000New
Meitav Dash Investments Ltd9,000$953.0K0.02%00.0%Unchanged
Paloma Partners Management Co9,006$953.0K0.03%+9,006New
Perigon Wealth Management, LLC9,220$976.0K0.09%−522−5.4%Reduced
SG Americas Securities, LLC9,314$986.0K0.01%+9,314New
Laurion Capital Management LP9,448$1.00M0.02%+9,448New
Ieq Capital, LLC9,784$1.04M0.03%+3,872+65.5%Added
Steel Peak Wealth Management LLC10,000$1.06M0.08%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC10,023$1.06M0.00%00.0%Unchanged
Signaturefd, LLC10,287$1.09M0.04%+26+0.3%Added
Mark Stevens10,317$1.09M0.12%+12+0.1%Added
ProShare Advisors LLC10,326$1.09M0.00%+814+8.6%Added
BI Asset Management Fondsmaeglerselskab A/S10,366$1.10M0.04%+7,462+257.0%Added
Meiji Yasuda Asset Management Co Ltd.10,400$1.10M0.05%+10,400New
CWM Advisors, LLC10,431$1.10M0.15%+2,555+32.4%Added
Mirador Capital Partners LP10,583$1.12M0.25%−35−0.3%Reduced
Light Street Capital Management, LLC10,850$1.15M0.05%+10,850New
Daiwa Securities Group Inc.10,884$1.15M0.01%+1,300+13.6%Added
Ropes Wealth Advisors LLC10,932$1.16M0.18%−7,646−41.2%Reduced
Kemnay Advisory Services Inc.11,095$1.17M0.14%+11,095New
Truist Financial Corp11,714$1.24M0.00%+6,865+141.6%Added
Janney Montgomery Scott LLC11,856$1.25M0.01%+263+2.3%Added
Nordea Investment Management AB11,872$1.26M0.00%+2,128+21.8%Added
Deprince Race & Zollo Inc11,984$1.27M0.03%+11,984New
SWS Partners12,163$1.29M0.84%+12,163New
Jacob Asset Management of New York LLC14,000$1.48M0.49%+14,000New
Sumitomo Mitsui DS Asset Management Company, Ltd14,023$1.48M0.04%+2,937+26.5%Added
Elo Mutual Pension Insurance Co14,114$1.49M0.05%−230−1.6%Reduced
Chase Investment Counsel Corp14,130$1.50M0.62%+14,130New
Avestar Capital, LLC14,258$1.51M0.29%+2,518+21.4%Added
Vestcor Inc14,352$1.52M0.05%+14,352New
CX Institutional14,609$1.55M0.13%+14,609New
Circle Wealth Management, LLC14,668$1.55M0.22%+14,668New
Baird Financial Group, Inc.14,700$1.56M0.00%−12,737−46.4%Reduced
Draper Asset Management, LLC14,804$1.57M1.56%+750+5.3%Added
Castle Rock Wealth Management, LLC12,626$1.58M0.58%−188−1.5%Reduced
Winton Group Ltd14,981$1.59M0.09%+14,981New
Blue Barn Wealth, LLC15,012$1.59M1.63%+15,012New
Investment House LLC15,056$1.59M0.11%+15,056New
Wolverine Trading, LLC14,924$1.61M0.04%−71,532−82.7%Reduced
Old Well Partners, LLC15,300$1.62M0.73%00.0%Unchanged
Eagle Bay Advisors LLC15,659$1.66M1.33%+15,659New
Independent Advisor Alliance15,776$1.67M0.09%+242+1.6%Added
Aigen Investment Management, LP16,084$1.70M0.30%+2,221+16.0%Added
Strategic Vision Investment Ltd16,100$1.70M2.78%−5,400−25.1%Reduced
Metropolitan Life Insurance Co16,713$1.77M0.02%+8,263+97.8%Added
Achmea Investment Management B.V.16,887$1.79M0.06%+1,566+10.2%Added
Davide Leone & Partners Investment Co Ltd.17,010$1.80M0.29%+17,010New
Grandview Asset Management LLC17,369$1.84M1.01%−2,050−10.6%Reduced
Sepio Capital, LP17,431$1.84M0.15%−347−2.0%Reduced
Triasima Portfolio Management inc.17,985$1.90M0.09%+50+0.3%Added
Wealthfront Advisers LLC18,274$1.93M0.01%+18,274New
IFP Advisors, Inc18,505$1.96M0.04%+488+2.7%Added
Qube Research & Technologies Ltd19,299$2.04M0.03%−46,191−70.5%Reduced
Maryland State Retirement & Pension System18,908$2.06M0.07%+9,995+112.1%Added
BBR Partners, LLC19,589$2.07M0.16%+5,771+41.8%Added
Fortis Capital Management LLC20,020$2.12M1.09%+20,020New