Skip to main content

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
Highland Capital Management, LLC30,424$3.22M0.19%−1,083−3.4%Reduced
DekaBank Deutsche Girozentrale29,116$3.19M0.01%+18,192+166.5%Added
Commonwealth Equity Services, LLC30,001$3.17M0.01%+628+2.1%Added
IFM Investors Pty Ltd29,827$3.16M0.06%+7,101+31.2%Added
Healthcare of Ontario Pension Plan Trust Fund29,042$3.07M0.01%+21,069+264.3%Added
Avitas Wealth Management LLC28,986$3.07M0.55%+741+2.6%Added
Teacher Retirement System of Texas28,633$3.03M0.02%−132,102−82.2%Reduced
Public Employees Retirement Association of Colorado28,575$3.02M0.01%00.0%Unchanged
Athanor Capital, LP28,529$3.02M0.18%−24,272−46.0%Reduced
NN Investment Partners Holdings N.V.28,251$2.99M0.02%−34,249−54.8%Reduced
Migdal Insurance & Financial Holdings Ltd.28,173$2.98M0.03%00.0%Unchanged
Pier 88 Investment Partners LLC28,165$2.98M0.86%+25,340+897.0%Added
Vident Investment Advisory, LLC28,000$2.96M0.09%−158−0.6%Reduced
Xponance, Inc.27,795$2.94M0.05%+15,708+130.0%Added
Cubist Systematic Strategies, LLC27,350$2.90M0.03%−2,910−9.6%Reduced
Martingale Asset Management L P27,188$2.88M0.03%−141,771−83.9%Reduced
DnB Asset Management AS26,773$2.83M0.02%+4,905+22.4%Added
Shell Asset Management Co25,656$2.71M0.05%+24,281+1,765.9%Added
Banque Cantonale Vaudoise25,587$2.71M0.12%+9,765+61.7%Added
KBC Group NV24,993$2.65M0.01%00.0%Unchanged
New York Life Investments Alternatives24,975$2.64M1.77%−1,652−6.2%Reduced
Sigma Planning Corp24,771$2.62M0.08%+19,119+338.3%Added
Amalgamated Bank24,540$2.60M0.02%+2,905+13.4%Added
SEI Investments Co24,466$2.59M0.01%+4,106+20.2%Added
Nissay Asset Management Corp23,842$2.52M0.02%+2,908+13.9%Added
Westpac Banking Corp23,408$2.48M0.02%00.0%Unchanged
Viridian Ria, LLC0$2.46M0.57%0New
Blueshift Asset Management, LLC22,799$2.41M0.13%+22,799New
Lazard Asset Management LLC22,671$2.40M0.00%+500+2.3%Added
Balyasny Asset Management LLC22,426$2.37M0.01%+22,426New
D.A. Davidson & Co.22,055$2.33M0.03%−2,419−9.9%Reduced
Clear Harbor Asset Management, LLC21,717$2.30M0.28%+1,270+6.2%Added
Calamos Advisors LLC21,280$2.25M0.01%+21,280New
Kestra Advisory Services, LLC21,210$2.25M0.03%+543+2.6%Added
Natixis21,076$2.23M0.01%−8,484−28.7%Reduced
Standard Life Aberdeen plc20,867$2.21M0.00%+5,602+36.7%Added
Prudential PLC20,307$2.15M0.02%+20,307New
Fortis Capital Management LLC20,020$2.12M1.09%+20,020New
BBR Partners, LLC19,589$2.07M0.16%+5,771+41.8%Added
Maryland State Retirement & Pension System18,908$2.06M0.07%+9,995+112.1%Added
Qube Research & Technologies Ltd19,299$2.04M0.03%−46,191−70.5%Reduced
IFP Advisors, Inc18,505$1.96M0.04%+488+2.7%Added
Wealthfront Advisers LLC18,274$1.93M0.01%+18,274New
Triasima Portfolio Management inc.17,985$1.90M0.09%+50+0.3%Added
Sepio Capital, LP17,431$1.84M0.15%−347−2.0%Reduced
Grandview Asset Management LLC17,369$1.84M1.01%−2,050−10.6%Reduced
Davide Leone & Partners Investment Co Ltd.17,010$1.80M0.29%+17,010New
Achmea Investment Management B.V.16,887$1.79M0.06%+1,566+10.2%Added
Metropolitan Life Insurance Co16,713$1.77M0.02%+8,263+97.8%Added
Strategic Vision Investment Ltd16,100$1.70M2.78%−5,400−25.1%Reduced
Aigen Investment Management, LP16,084$1.70M0.30%+2,221+16.0%Added
Independent Advisor Alliance15,776$1.67M0.09%+242+1.6%Added
Eagle Bay Advisors LLC15,659$1.66M1.33%+15,659New
Old Well Partners, LLC15,300$1.62M0.73%00.0%Unchanged
Wolverine Trading, LLC14,924$1.61M0.04%−71,532−82.7%Reduced
Investment House LLC15,056$1.59M0.11%+15,056New
Blue Barn Wealth, LLC15,012$1.59M1.63%+15,012New
Winton Group Ltd14,981$1.59M0.09%+14,981New
Castle Rock Wealth Management, LLC12,626$1.58M0.58%−188−1.5%Reduced
Draper Asset Management, LLC14,804$1.57M1.56%+750+5.3%Added
Baird Financial Group, Inc.14,700$1.56M0.00%−12,737−46.4%Reduced
Circle Wealth Management, LLC14,668$1.55M0.22%+14,668New
CX Institutional14,609$1.55M0.13%+14,609New
Vestcor Inc14,352$1.52M0.05%+14,352New
Avestar Capital, LLC14,258$1.51M0.29%+2,518+21.4%Added
Chase Investment Counsel Corp14,130$1.50M0.62%+14,130New
Elo Mutual Pension Insurance Co14,114$1.49M0.05%−230−1.6%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd14,023$1.48M0.04%+2,937+26.5%Added
Jacob Asset Management of New York LLC14,000$1.48M0.49%+14,000New
SWS Partners12,163$1.29M0.84%+12,163New
Deprince Race & Zollo Inc11,984$1.27M0.03%+11,984New
Nordea Investment Management AB11,872$1.26M0.00%+2,128+21.8%Added
Janney Montgomery Scott LLC11,856$1.25M0.01%+263+2.3%Added
Truist Financial Corp11,714$1.24M0.00%+6,865+141.6%Added
Kemnay Advisory Services Inc.11,095$1.17M0.14%+11,095New
Ropes Wealth Advisors LLC10,932$1.16M0.18%−7,646−41.2%Reduced
Daiwa Securities Group Inc.10,884$1.15M0.01%+1,300+13.6%Added
Light Street Capital Management, LLC10,850$1.15M0.05%+10,850New
Mirador Capital Partners LP10,583$1.12M0.25%−35−0.3%Reduced
CWM Advisors, LLC10,431$1.10M0.15%+2,555+32.4%Added
Meiji Yasuda Asset Management Co Ltd.10,400$1.10M0.05%+10,400New
BI Asset Management Fondsmaeglerselskab A/S10,366$1.10M0.04%+7,462+257.0%Added
ProShare Advisors LLC10,326$1.09M0.00%+814+8.6%Added
Mark Stevens10,317$1.09M0.12%+12+0.1%Added
Signaturefd, LLC10,287$1.09M0.04%+26+0.3%Added
Kayne Anderson Rudnick Investment Management LLC10,023$1.06M0.00%00.0%Unchanged
Steel Peak Wealth Management LLC10,000$1.06M0.08%00.0%Unchanged
Ieq Capital, LLC9,784$1.04M0.03%+3,872+65.5%Added
Laurion Capital Management LP9,448$1.00M0.02%+9,448New
SG Americas Securities, LLC9,314$986.0K0.01%+9,314New
Perigon Wealth Management, LLC9,220$976.0K0.09%−522−5.4%Reduced
Meitav Dash Investments Ltd9,000$953.0K0.02%00.0%Unchanged
Paloma Partners Management Co9,006$953.0K0.03%+9,006New
Simplify Asset Management Inc.9,000$952.0K0.22%+9,000New
Texas Treasury Safekeeping Trust Co8,988$951.0K0.30%+8,988New
Kornitzer Capital Management Inc8,850$937.0K0.01%+8,850New
Illinois Municipal Retirement Fund8,813$933.0K0.04%00.0%Unchanged
Financial Advisory Service, Inc.8,680$919.0K0.09%−100−1.1%Reduced
Sante Capital Fund, LP8,624$913.0K0.38%+8,624New
Comerica Bank7,690$909.0K0.01%+3,437+80.8%Added