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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
Prudential PLC20,307$2.15M0.02%+20,307New
Standard Life Aberdeen plc20,867$2.21M0.00%+5,602+36.7%Added
Natixis21,076$2.23M0.01%−8,484−28.7%Reduced
Kestra Advisory Services, LLC21,210$2.25M0.03%+543+2.6%Added
Calamos Advisors LLC21,280$2.25M0.01%+21,280New
Clear Harbor Asset Management, LLC21,717$2.30M0.28%+1,270+6.2%Added
D.A. Davidson & Co.22,055$2.33M0.03%−2,419−9.9%Reduced
Balyasny Asset Management LLC22,426$2.37M0.01%+22,426New
Lazard Asset Management LLC22,671$2.40M0.00%+500+2.3%Added
Blueshift Asset Management, LLC22,799$2.41M0.13%+22,799New
Viridian Ria, LLC0$2.46M0.57%0New
Westpac Banking Corp23,408$2.48M0.02%00.0%Unchanged
Nissay Asset Management Corp23,842$2.52M0.02%+2,908+13.9%Added
SEI Investments Co24,466$2.59M0.01%+4,106+20.2%Added
Amalgamated Bank24,540$2.60M0.02%+2,905+13.4%Added
Sigma Planning Corp24,771$2.62M0.08%+19,119+338.3%Added
New York Life Investments Alternatives24,975$2.64M1.77%−1,652−6.2%Reduced
KBC Group NV24,993$2.65M0.01%00.0%Unchanged
Banque Cantonale Vaudoise25,587$2.71M0.12%+9,765+61.7%Added
Shell Asset Management Co25,656$2.71M0.05%+24,281+1,765.9%Added
DnB Asset Management AS26,773$2.83M0.02%+4,905+22.4%Added
Martingale Asset Management L P27,188$2.88M0.03%−141,771−83.9%Reduced
Cubist Systematic Strategies, LLC27,350$2.90M0.03%−2,910−9.6%Reduced
Xponance, Inc.27,795$2.94M0.05%+15,708+130.0%Added
Vident Investment Advisory, LLC28,000$2.96M0.09%−158−0.6%Reduced
Pier 88 Investment Partners LLC28,165$2.98M0.86%+25,340+897.0%Added
Migdal Insurance & Financial Holdings Ltd.28,173$2.98M0.03%00.0%Unchanged
NN Investment Partners Holdings N.V.28,251$2.99M0.02%−34,249−54.8%Reduced
Athanor Capital, LP28,529$3.02M0.17%−24,272−46.0%Reduced
Public Employees Retirement Association of Colorado28,575$3.02M0.01%00.0%Unchanged
Teacher Retirement System of Texas28,633$3.03M0.02%−132,102−82.2%Reduced
Avitas Wealth Management LLC28,986$3.07M0.55%+741+2.6%Added
Healthcare of Ontario Pension Plan Trust Fund29,042$3.07M0.01%+21,069+264.3%Added
IFM Investors Pty Ltd29,827$3.16M0.06%+7,101+31.2%Added
Commonwealth Equity Services, LLC30,001$3.17M0.01%+628+2.1%Added
DekaBank Deutsche Girozentrale29,116$3.19M0.01%+18,192+166.5%Added
Highland Capital Management, LLC30,424$3.22M0.19%−1,083−3.4%Reduced
Soltis Investment Advisors LLC30,444$3.22M0.51%+40+0.1%Added
Nomura Holdings Inc30,560$3.24M0.03%−46,357−60.3%Reduced
ARS Investment Partners, LLC30,722$3.25M0.33%00.0%Unchanged
Toronto Dominion Bank32,226$3.41M0.01%+5,358+19.9%Added
CFM Wealth Partners LLC33,120$3.50M0.93%+884+2.7%Added
AE Wealth Management LLC33,558$3.55M0.03%−13,141−28.1%Reduced
Capital Impact Advisors, LLC33,667$3.56M1.15%+25,627+318.7%Added
Caas Capital Management LP34,572$3.66M0.20%−73,034−67.9%Reduced
Davy Global Fund Management Ltd34,746$3.68M0.56%+7,141+25.9%Added
Edmond de Rothschild Holding S.A.34,776$3.68M0.08%−13,976−28.7%Reduced
Sandler Capital Management34,920$3.70M0.33%+34,920New
Raine Capital LLC35,000$3.70M0.14%+5,000+16.7%Added
ClariVest Asset Management LLC35,100$3.71M0.12%00.0%Unchanged
Principal Financial Group Inc35,886$3.80M0.00%−227,733−86.4%Reduced
US Bancorp36,008$3.81M0.01%+374+1.0%Added
Skandinaviska Enskilda Banken AB (publ)36,240$3.84M0.02%+3,364+10.2%Added
Gamco Investors, Inc. Et Al36,494$3.86M0.03%+2,775+8.2%Added
Aspiriant, LLC36,828$3.90M0.22%−294,186−88.9%Reduced
Virtu Financial LLC36,837$3.90M0.38%+24,344+194.9%Added
Raymond James Financial Services Advisors, Inc.37,137$3.93M0.01%−4,748−11.3%Reduced
Tiemann Investment Advisors, LLC38,569$4.08M1.91%−22,250−36.6%Reduced
Robeco Institutional Asset Management B.V.38,992$4.13M0.01%−39,326−50.2%Reduced
Executive Wealth Management, LLC39,102$4.14M0.45%+1,006+2.6%Added
Oppenheimer & Co Inc39,271$4.16M0.07%−3,516−8.2%Reduced
Gulf International Bank (UK) Ltd39,418$4.17M0.05%+5,606+16.6%Added
Lisanti Capital Growth, LLC39,990$4.23M0.52%+13,796+52.7%Added
Stifel Financial Corp40,276$4.26M0.01%+713+1.8%Added
Ensign Peak Advisors, Inc41,113$4.35M0.01%−6,085−12.9%Reduced
Navellier & Associates Inc41,454$4.39M0.66%+818+2.0%Added
Simplex Trading, LLC41,610$4.40M0.16%+41,610New
British Columbia Investment Management Corp41,616$4.41M0.03%+9,032+27.7%Added
AtonRa Partners41,799$4.42M1.62%−863−2.0%Reduced
Nomura Asset Management Co Ltd42,330$4.48M0.03%−84,390−66.6%Reduced
USS Investment Management Ltd43,038$4.55M0.04%00.0%Unchanged
Swedbank AB43,256$4.58M0.01%−149,253−77.5%Reduced
Thrivent Financial for Lutherans43,827$4.64M0.01%+43,827New
Korea Investment CORP44,000$4.66M0.01%−3,500−7.4%Reduced
AMP Capital Investors Ltd44,234$4.69M0.02%+3,024+7.3%Added
Vista Equity Partners Management, LLC44,484$4.71M0.05%−54,722−55.2%Reduced
Mackenzie Financial Corp47,396$5.02M0.01%+26,885+131.1%Added
Utah Retirement Systems47,917$5.07M0.07%−5,774−10.8%Reduced
Twin Tree Management, LP48,013$5.08M0.15%+42,435+760.8%Added
Blair William & Co50,034$5.30M0.02%+4,901+10.9%Added
Ambassador Advisors, LLC52,166$5.52M1.09%+16,443+46.0%Added
Riggs Asset Managment Co. Inc.52,254$5.53M1.54%+1,478+2.9%Added
Forsta Ap-Fonden52,700$5.58M0.07%+3,900+8.0%Added
APG Asset Management N.V.65,490$5.84M0.01%+41,000+167.4%Added
Janus Henderson Group PLC55,667$5.89M0.00%−42,887−43.5%Reduced
Brevan Howard Capital Management LP57,100$6.04M5.05%00.0%Unchanged
HighTower Advisors, LLC59,052$6.26M0.02%+18,222+44.6%Added
TD Asset Management Inc52,833$6.27M0.01%+36,917+231.9%Added
Cynosure Management, LLC59,975$6.35M4.93%00.0%Unchanged
Cutler Group LP61,316$6.49M0.48%−40,736−39.9%Reduced
LPL Financial LLC62,485$6.61M0.01%−8,647−12.2%Reduced
Jackson Square Capital, LLC63,213$6.69M2.15%−7,485−10.6%Reduced
Arizona State Retirement System63,673$6.74M0.05%+6,346+11.1%Added
Tudor Investment Corp Et Al63,951$6.77M0.14%+8,872+16.1%Added
Squarepoint Ops LLC67,053$7.10M0.05%+67,053New
O'Shares Investment Advisers, LLC68,294$7.23M0.51%−25,214−27.0%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund69,000$7.30M0.07%+6,300+10.0%Added
Penserra Capital Management LLC69,135$7.32M0.13%+69,135New
Victory Capital Management Inc72,817$7.71M0.01%−8,426−10.4%Reduced
Federation des caisses Desjardins du Quebec73,965$7.82M0.08%00.0%Unchanged