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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
Nikko Asset Management Americas, Inc.677,235$71.2M0.28%−75,665−10.0%Reduced
Federated Hermes, Inc.704,458$74.6M0.14%−116,775−14.2%Reduced
D. E. Shaw & Co., Inc.741,870$78.5M0.09%+56,040+8.2%Added
UBS Asset Management Americas Inc788,760$83.5M0.04%+214,480+37.3%Added
La Financiere de L'Echiquier913,000$96.6M3.69%−83,000−8.3%Reduced
Swiss National Bank918,600$97.2M0.06%−122,200−11.7%Reduced
Royal Bank of Canada926,692$98.1M0.03%−53,108−5.4%Reduced
Bank of New York Mellon Corp1,016,674$107.6M0.02%+221,982+27.9%Added
Sands Capital Management, LLC1,033,887$109.4M0.19%+116,140+12.7%Added
Allianz Asset Management GmbH1,063,357$112.5M0.10%+385,041+56.8%Added
Nuveen Asset Management, LLC1,068,521$113.1M0.03%+546,867+104.8%Added
Goldman Sachs Group Inc1,078,979$114.2M0.03%−108,157−9.1%Reduced
Invesco Ltd.1,088,897$115.2M0.03%+356,881+48.8%Added
1832 Asset Management L.P.1,297,000$137.8M0.27%+1,297,000New
Bank of America Corp1,355,591$143.5M0.02%+745,914+122.3%Added
Northern Trust Corp1,387,394$146.8M0.03%+285,378+25.9%Added
Sumitomo Mitsui Trust Holdings, Inc.1,391,235$147.2M0.09%+8,158+0.6%Added
Charles Schwab Investment Management Inc1,431,205$151.5M0.05%+78,406+5.8%Added
Wells Fargo & Company1,496,084$158.3M0.04%−199,637−11.8%Reduced
Deutsche Bank AG1,519,044$160.8M0.08%−474,303−23.8%Reduced
California Public Employees Retirement System1,537,937$162.8M0.12%+300,435+24.3%Added
Mitsubishi UFJ Trust & Banking Corp1,697,777$179.7M0.38%−60,035−3.4%Reduced
Legal & General Group Plc2,289,442$242.3M0.08%+714,385+45.4%Added
Geode Capital Management, LLC2,515,792$265.8M0.04%+445,675+21.5%Added
Franklin Resources Inc2,539,301$268.8M0.10%+69,887+2.8%Added
Capital World Investors2,686,637$284.4M0.05%+200,546+8.1%Added
NEA Management Company, LLC2,763,583$292.5M3.81%00.0%Unchanged
First Trust Advisors LP2,858,966$302.6M0.33%+15,471+0.5%Added
Norges Bank4,249,853$449.8M0.10%+440,444+11.6%Added
Gilder Gagnon Howe & Co LLC4,810,232$509.1M2.50%−115,421−2.3%Reduced
State Street Corp4,949,543$523.9M0.03%+1,916,598+63.2%Added
Venrock Management V, LLC6,318,148$668.7M99.56%−7,034,039−52.7%Reduced
BlackRock Inc.14,659,831$1.55B0.04%+3,655,971+33.2%Added
Vanguard Group Inc20,371,447$2.16B0.05%+1,773,373+9.5%Added
Morgan Stanley28,729,894$3.04B0.40%+15,680,274+120.2%Added
Baillie Gifford & Co30,267,184$3.20B1.56%+271,966+0.9%Added
FMR LLC30,396,133$3.22B0.25%−792,679−2.5%Reduced
Alkeon Capital Management LLC0$00.00%−1,674,000−100.0%Sold out
Artisan Partners Limited Partnership0$00.00%−363,518−100.0%Sold out
Millennium Management LLC0$00.00%−359,999−100.0%Sold out
Renaissance Technologies LLC0$00.00%−299,500−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−283,314−100.0%Sold out
Jag Capital Management, LLC0$00.00%−244,655−100.0%Sold out
Group One Trading, L.P.0$00.00%−154,059−100.0%Sold out
Walleye Trading LLC0$00.00%−147,251−100.0%Sold out
Junson Asset Management (Hong Kong) Ltd0$00.00%−116,000−100.0%Sold out
PEAK6 Investments LLC0$00.00%−113,104−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−104,506−100.0%Sold out
Duquesne Family Office LLCSuperinvestorDuquesne Family Office0$00.00%−96,738−100.0%Sold out
Berylson Capital Partners, LLC0$00.00%−74,200−100.0%Sold out
Van Eck Associates Corp0$00.00%−45,522−100.0%Sold out
Adams Street Partners LLC0$00.00%−42,681−100.0%Sold out
Lido Advisors, LLC0$00.00%−40,111−100.0%Sold out
Cinctive Capital Management LP0$00.00%−39,903−100.0%Sold out
Engle Capital Management, L.P.0$00.00%−36,000−100.0%Sold out
Quantbot Technologies LP0$00.00%−35,532−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−32,455−100.0%Sold out
Duality Advisers, LP0$00.00%−31,077−100.0%Sold out
HAP Trading, LLC0$00.00%−29,211−100.0%Sold out
Empowered Funds, LLC0$00.00%−23,578−100.0%Sold out
First Citizens Bank & Trust Co0$00.00%−23,875−100.0%Sold out
Banco Santander, S.A.0$00.00%−21,405−100.0%Sold out
Jump Financial, LLC0$00.00%−21,154−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−20,035−100.0%Sold out
First Hawaiian Bank0$00.00%−18,930−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−17,207−100.0%Sold out
HRT Financial LP0$00.00%−15,539−100.0%Sold out
Russell Clark Investment Management Ltd0$00.00%−15,000−100.0%Sold out
South Shore Capital Advisors0$00.00%−13,910−100.0%Sold out
Trexquant Investment LP0$00.00%−10,984−100.0%Sold out
Sciencast Management LP0$00.00%−10,200−100.0%Sold out
Ferris Capital, LLC0$00.00%−10,500−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−10,373−100.0%Sold out
HarbourVest Partners LLC0$00.00%−9,278−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−9,016−100.0%Sold out
Two Sigma Investments, LP0$00.00%−8,700−100.0%Sold out
San Francisco Sentry Investment Group (Ca)0$00.00%−8,210−100.0%Sold out
AGF Investments LLC0$00.00%−8,148−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−7,300−100.0%Sold out
Oxbow Advisors, LLC0$00.00%−7,100−100.0%Sold out
Woodward Diversified Capital, LLC0$00.00%−6,825−100.0%Sold out
Bank of Nova Scotia0$00.00%−6,371−100.0%Sold out
Clear Street Markets LLC0$00.00%−5,600−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−4,240−100.0%Sold out
1623 Capital LLC0$00.00%−4,113−100.0%Sold out
Wealthcare Advisory Partners LLC0$00.00%−1,850−100.0%Sold out
Solstein Capital, LLC0$00.00%−1,850−100.0%Sold out
HM Payson & Co0$00.00%−935−100.0%Sold out
Ameritas Investment Company, LLC0$00.00%−825−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−600−100.0%Sold out
Regal Wealth Group, Inc.0$00.00%−600−100.0%Sold out
Eudaimonia Partners, LLC0$00.00%−560−100.0%Sold out
Valeo Financial Advisors, LLC0$00.00%−538−100.0%Sold out
Sowell Financial Services LLC0$00.00%−414−100.0%Sold out
Allred Capital Management, LLC0$00.00%−300−100.0%Sold out
Gradient Investments LLC0$00.00%−200−100.0%Sold out
Bollard Group LLC0$00.00%−200−100.0%Sold out
Tfo-TDC, LLC0$00.00%−200−100.0%Sold out
Fieldpoint Private Securities, LLC0$00.00%−200−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−164−100.0%Sold out