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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.

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 (+64.7%) 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: $10.3BQ3 2022: $12.9BQ4 2022: $10.9BQ1 2023: $15.1BQ2 2023: $16.0BQ3 2023: $15.8BQ4 2023: $20.7BQ1 2024: $24.2BQ2 2024: $21.1BQ3 2024: $20.7BQ4 2024: $28.4BQ1 2025: $29.8BQ2 2025: $54.3BQ3 2025: $59.1BQ4 2025: $54.8BQ1 2026: $57.1BQ2 2026: $69.8B
Institutions holding NET and their total value by quarter
QuarterHoldersValue
Q2 20261,228$69.8B
Q1 20261,139$57.1B
Q4 20251,091$54.8B
Q3 20251,039$59.1B
Q2 2025947$54.3B
Q1 2025872$29.8B
Q4 2024772$28.4B
Q3 2024680$20.7B
Q2 2024652$21.1B
Q1 2024709$24.2B
Q4 2023678$20.7B
Q3 2023573$15.8B
Q2 2023560$16.0B
Q1 2023572$15.1B
Q4 2022550$10.9B
Q3 2022563$12.9B
Q2 2022550$10.3B
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
State of New Jersey Common Pension Fund D134,623$14.2M0.05%+15,844+13.3%Added
Raymond James & Associates133,002$14.1M0.01%+29,474+28.5%Added
Jasper Ridge Partners, L.P.132,601$14.0M0.70%+11,984+9.9%Added
Andra AP-fonden125,600$13.3M0.27%+19,300+18.2%Added
AO Asset Management, LP125,000$13.2M0.92%+125,000New
Capital Fund Management S.A.123,542$13.1M0.35%+123,542New
Voloridge Investment Management, LLC123,048$13.0M0.09%+117,903+2,291.6%Added
RPG Investment Advisory, LLC116,999$12.4M2.02%+1,026+0.9%Added
Cambridge Investment Research Advisors, Inc.116,840$12.4M0.06%+18,893+19.3%Added
State of Wisconsin Investment Board114,728$12.1M0.03%+18,049+18.7%Added
Vontobel Holding Ltd.109,501$11.8M0.10%+79,224+261.7%Added
AQR Capital Management LLC108,490$11.5M0.02%−132,367−55.0%Reduced
Vestor Capital, LLC101,302$10.7M1.13%−501−0.5%Reduced
Firsthand Capital Management, Inc.100,000$10.6M2.65%00.0%Unchanged
Ma Investment Partnership, LP100,000$10.6M5.91%00.0%Unchanged
Nwi Management LP100,000$10.6M0.80%+100,000New
Telemark Asset Management, LLC100,000$10.6M0.84%+100,000New
Sentinel Trust Co Lba98,718$10.4M1.58%−7,500−7.1%Reduced
Amundi98,545$10.4M0.01%+98,545New
Hamilton Lane Advisors LLC95,850$10.1M3.17%+1,315+1.4%Added
AMJ Financial Wealth Management93,658$9.91M4.31%+124+0.1%Added
Parallax Volatility Advisers, L.P.92,436$9.78M0.12%+73,730+394.2%Added
Asset Management One Co.,Ltd.92,186$9.76M0.04%+3,194+3.6%Added
Aviva PLC88,137$9.33M0.04%+32,355+58.0%Added
Russell Investments Group, Ltd.87,107$9.30M0.02%+3,917+4.7%Added
Royal London Asset Management Ltd87,812$9.29M0.04%+44,942+104.8%Added
Storebrand Asset Management AS86,892$9.20M0.04%−15,048−14.8%Reduced
Price T Rowe Associates Inc83,396$8.83M0.00%−112,039−57.3%Reduced
Rothschild & Co Asset Management US Inc.82,436$8.72M0.10%+8,680+11.8%Added
HSBC Holdings PLC80,476$8.54M0.01%−5,149−6.0%Reduced
Ameriprise Financial Inc80,326$8.50M0.00%−10,289−11.4%Reduced
Voya Investment Management LLC78,735$8.33M0.02%+40,235+104.5%Added
Advisor Group Holdings, Inc.78,457$8.30M0.02%+6,032+8.3%Added
Prescott Group Capital Management, L.L.C.78,228$8.28M2.34%−54,358−41.0%Reduced
Oregon Public Employees Retirement Fund78,184$8.28M0.09%+33,490+74.9%Added
Pictet Asset Management Ltd76,005$8.04M0.01%+8,682+12.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)75,411$7.98M0.04%−12,708−14.4%Reduced
Federation des caisses Desjardins du Quebec73,965$7.82M0.08%00.0%Unchanged
Victory Capital Management Inc72,817$7.71M0.01%−8,426−10.4%Reduced
Penserra Capital Management LLC69,135$7.32M0.13%+69,135New
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund69,000$7.30M0.07%+6,300+10.0%Added
O'Shares Investment Advisers, LLC68,294$7.23M0.51%−25,214−27.0%Reduced
Squarepoint Ops LLC67,053$7.10M0.05%+67,053New
Tudor Investment Corp Et Al63,951$6.77M0.14%+8,872+16.1%Added
Arizona State Retirement System63,673$6.74M0.05%+6,346+11.1%Added
Jackson Square Capital, LLC63,213$6.69M2.15%−7,485−10.6%Reduced
LPL Financial LLC62,485$6.61M0.01%−8,647−12.2%Reduced
Cutler Group LP61,316$6.49M0.48%−40,736−39.9%Reduced
Cynosure Management, LLC59,975$6.35M4.93%00.0%Unchanged
TD Asset Management Inc52,833$6.27M0.01%+36,917+231.9%Added
HighTower Advisors, LLC59,052$6.26M0.02%+18,222+44.6%Added
Brevan Howard Capital Management LP57,100$6.04M5.05%00.0%Unchanged
Janus Henderson Group PLC55,667$5.89M0.00%−42,887−43.5%Reduced
APG Asset Management N.V.65,490$5.84M0.01%+41,000+167.4%Added
Forsta Ap-Fonden52,700$5.58M0.07%+3,900+8.0%Added
Riggs Asset Managment Co. Inc.52,254$5.53M1.54%+1,478+2.9%Added
Ambassador Advisors, LLC52,166$5.52M1.09%+16,443+46.0%Added
Blair William & Co50,034$5.30M0.02%+4,901+10.9%Added
Twin Tree Management, LP48,013$5.08M0.15%+42,435+760.8%Added
Utah Retirement Systems47,917$5.07M0.07%−5,774−10.8%Reduced
Mackenzie Financial Corp47,396$5.02M0.01%+26,885+131.1%Added
Vista Equity Partners Management, LLC44,484$4.71M0.05%−54,722−55.2%Reduced
AMP Capital Investors Ltd44,234$4.69M0.02%+3,024+7.3%Added
Korea Investment CORP44,000$4.66M0.01%−3,500−7.4%Reduced
Thrivent Financial for Lutherans43,827$4.64M0.01%+43,827New
Swedbank AB43,256$4.58M0.01%−149,253−77.5%Reduced
USS Investment Management Ltd43,038$4.55M0.04%00.0%Unchanged
Nomura Asset Management Co Ltd42,330$4.48M0.03%−84,390−66.6%Reduced
AtonRa Partners41,799$4.42M1.62%−863−2.0%Reduced
British Columbia Investment Management Corp41,616$4.41M0.03%+9,032+27.7%Added
Simplex Trading, LLC41,610$4.40M0.16%+41,610New
Navellier & Associates Inc41,454$4.39M0.66%+818+2.0%Added
Ensign Peak Advisors, Inc41,113$4.35M0.01%−6,085−12.9%Reduced
Stifel Financial Corp40,276$4.26M0.01%+713+1.8%Added
Lisanti Capital Growth, LLC39,990$4.23M0.52%+13,796+52.7%Added
Gulf International Bank (UK) Ltd39,418$4.17M0.05%+5,606+16.6%Added
Oppenheimer & Co Inc39,271$4.16M0.07%−3,516−8.2%Reduced
Executive Wealth Management, LLC39,102$4.14M0.45%+1,006+2.6%Added
Robeco Institutional Asset Management B.V.38,992$4.13M0.01%−39,326−50.2%Reduced
Tiemann Investment Advisors, LLC38,569$4.08M1.91%−22,250−36.6%Reduced
Raymond James Financial Services Advisors, Inc.37,137$3.93M0.01%−4,748−11.3%Reduced
Virtu Financial LLC36,837$3.90M0.38%+24,344+194.9%Added
Aspiriant, LLC36,828$3.90M0.22%−294,186−88.9%Reduced
Gamco Investors, Inc. Et Al36,494$3.86M0.03%+2,775+8.2%Added
Skandinaviska Enskilda Banken AB (publ)36,240$3.84M0.02%+3,364+10.2%Added
US Bancorp36,008$3.81M0.01%+374+1.0%Added
Principal Financial Group Inc35,886$3.80M0.00%−227,733−86.4%Reduced
ClariVest Asset Management LLC35,100$3.71M0.12%00.0%Unchanged
Raine Capital LLC35,000$3.70M0.14%+5,000+16.7%Added
Sandler Capital Management34,920$3.70M0.33%+34,920New
Edmond de Rothschild Holding S.A.34,776$3.68M0.08%−13,976−28.7%Reduced
Davy Global Fund Management Ltd34,746$3.68M0.56%+7,141+25.9%Added
Caas Capital Management LP34,572$3.66M0.20%−73,034−67.9%Reduced
Capital Impact Advisors, LLC33,667$3.56M1.15%+25,627+318.7%Added
AE Wealth Management LLC33,558$3.55M0.03%−13,141−28.1%Reduced
CFM Wealth Partners LLC33,120$3.50M0.93%+884+2.7%Added
Toronto Dominion Bank32,226$3.41M0.01%+5,358+19.9%Added
ARS Investment Partners, LLC30,722$3.25M0.33%00.0%Unchanged
Nomura Holdings Inc30,560$3.24M0.03%−46,357−60.3%Reduced
Soltis Investment Advisors LLC30,444$3.22M0.51%+40+0.1%Added