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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.

Q3 2021 vs. Q2 2021

How the institutions holding Cloudflare, Inc. changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of NET: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders5374620+87
Shares213.9M6.40M218.2M+10.7M (+5.2%)
Value$22.6B$677.0M$24.6B+$2.62B (+11.9%)

4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (127)

Institutions that held Cloudflare, Inc. at the end of Q3 2021 but not at the end of Q2 2021.

Showing the largest 100 of 127 by value.

Institutions new to NET in Q3 2021
InstitutionSharesValue% of portfolio
Bessemer Group Inc654,188$73.7M0.16%
Ardevora Asset Management LLP555,500$62.6M0.79%
Wolverine Asset Management LLC430,687$48.5M0.53%
Rovida Advisors Inc.295,900$33.3M1.41%
Renaissance Technologies LLC226,700$25.5M0.03%
Pathway Capital Management, LP213,989$24.1M11.55%
Mizuho Markets Americas LLC209,700$23.6M1.90%
Alberta Investment Management Corp127,243$14.3M0.12%
StepStone Group LP115,395$13.0M0.84%
Adams Street Partners LLC109,104$12.3M1.58%
Liontrust Investment Partners LLP106,900$12.0M0.17%
Mission Creek Capital Partners, Inc.105,124$11.8M2.21%
Pictet Asset Management SA77,872$8.77M0.01%
AlpInvest Partners B.V.75,005$8.45M3.28%
Arrowstreet Capital, Limited Partnership74,962$8.44M0.01%
Strategic Wealth Advisors Group, LLC65,034$7.33M0.36%
HarbourVest Partners LLC65,004$7.32M0.69%
Pinkerton Retirement Specialists, LLC51,372$5.79M1.12%
Clal Insurance Enterprises Holdings Ltd50,000$5.63M0.06%
Totem Point Management, LLC47,239$5.32M3.46%
PDT Partners, LLC40,401$4.55M0.33%
Piershale Financial Group, Inc.33,689$3.79M1.56%
Moody Lynn & Lieberson, LLC30,235$3.41M0.26%
Wealthstar Advisors, LLC26,662$3.00M1.10%
Brookstone Capital Management18,441$2.94M0.05%
Mercer Global Advisors Inc23,645$2.66M0.02%
Delta Investment Management, LLC21,325$2.40M0.75%
Codex Capital, L.L.C.20,000$2.25M1.21%
Quantbot Technologies LP19,362$2.18M0.16%
GWM Advisors LLC18,774$2.12M0.05%
Millennium Management LLC18,139$2.04M0.00%
Graticule Asia Macro Advisors LLC17,850$2.01M0.38%
Point72 Hong Kong Ltd17,724$2.00M0.15%
Holocene Advisors, LP17,242$1.94M0.01%
Ferris Capital, LLC9,700$1.90M0.41%
AdvisorShares Investments LLC16,380$1.84M0.29%
Duality Advisers, LP16,121$1.82M0.14%
Leverage Partners Absolute Return Fund SPC15,000$1.69M1.62%
Ramiah Investment Group14,482$1.63M1.17%
Mutual Advisors, LLC13,704$1.54M0.09%
Lido Advisors, LLC11,208$1.26M0.03%
Connor, Clark & Lunn Investment Management Ltd.10,092$1.14M0.01%
SG3 Management, LLC10,000$1.13M0.40%
Occudo Quantitative Strategies LP9,631$1.08M0.13%
Echo Street Capital Management LLC8,985$1.01M0.01%
Solstein Capital, LLC8,210$925.0K0.54%
First Heartland Consultants, Inc.8,069$909.0K0.14%
Dai-Ichi Life Insurance Company, Ltd7,587$855.0K0.01%
Oxinas Partners Wealth Management LLC7,340$827.0K0.48%
Brown Advisory Inc7,092$799.0K0.00%
Camarda Financial Advisors, LLC6,424$724.0K0.49%
ExodusPoint Capital Management, LP6,188$697.0K0.01%
EWG Elevate Inc.5,886$663.0K0.27%
Harvest Investment Services, LLC5,629$634.0K0.26%
Jefferies Group LLC5,524$622.3K0.01%
Wolf Hill Capital Management, LP5,493$619.0K0.19%
Barber Financial Group, Inc.5,421$611.0K0.08%
Trexquant Investment LP5,419$610.0K0.05%
Sciencast Management LP3,928$610.0K0.17%
Parkwood LLC5,080$572.0K0.10%
Y-Intercept (Hong Kong) Ltd5,024$566.0K0.10%
AlphaCrest Capital Management LLC4,712$531.0K0.03%
Kalos Management, Inc.2,396$495.0K0.14%
Gateway Advisory, LLC4,308$485.0K0.10%
K.J. Harrison & Partners Inc4,000$453.0K0.07%
Pensionfund DSM Netherlands4,000$451.0K0.06%
Integrated Wealth Concepts LLC3,466$390.0K0.01%
IHT Wealth Management, LLC3,446$388.0K0.03%
Citizens Financial Group Inc3,435$387.0K0.01%
Calton & Associates, Inc.3,372$379.0K0.08%
Johnson Midwest Financial, LLC3,159$356.0K0.29%
SkyOak Wealth, LLC3,049$343.0K0.09%
Commerzbank Aktiengesellschaft3,000$338.0K0.02%
Advisory Resource Group2,896$326.0K0.12%
Swiss Life Asset Management Ltd2,684$302.4K0.00%
AlphaStar Capital Management, LLC1,661$302.0K0.02%
Meristem Family Wealth, LLC2,651$299.0K0.03%
Pitcairn Co2,531$286.0K0.02%
Profund Advisors LLC2,504$282.0K0.01%
Vestmark Advisory Solutions, Inc.2,482$280.0K0.02%
NewEdge Wealth, LLC2,482$280.0K0.02%
Assenagon Asset Management S.A.2,435$274.0K0.00%
Barings LLC2,415$272.0K0.01%
DFPG Investments, LLC1,569$259.0K0.10%
Stratos Wealth Advisors, LLC2,303$259.0K0.02%
Sawtooth Solutions, LLC2,250$253.0K0.04%
AIA Group Ltd2,185$246.0K0.01%
Galvin, Gaustad & Stein, LLC2,167$244.0K0.02%
Gladstone Institutional Advisory LLC2,118$239.0K0.02%
Baxter Bros Inc2,100$237.0K0.04%
Stratos Wealth Partners, LTD.2,048$231.0K0.01%
Laurel Wealth Advisors, Inc.1,950$220.0K0.04%
Wealthcare Advisory Partners LLC1,946$219.0K0.01%
Capital Investment Advisory Services, LLC1,935$218.0K0.03%
Flaharty Asset Management, LLC1,932$218.0K0.04%
Mirae Asset Global Investments Co., Ltd.1,927$217.0K0.00%
Compagnie Lombard Odier SCmA1,900$214.0K0.00%
Next Capital Management LLC1,900$214.0K0.16%
Cresset Asset Management, LLC1,848$208.0K0.00%
Cigna Investments Inc1,832$206.0K0.02%

Sold out (40)

Institutions that held Cloudflare, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of NET in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Park West Asset Management LLC140,000$14.8M
Rothschild & Co Asset Management US Inc.82,436$8.72M
Squarepoint Ops LLC67,053$7.10M
Cutler Group LP61,316$6.49M
Thrivent Financial for Lutherans43,827$4.64M
Lisanti Capital Growth, LLC39,990$4.23M
Sandler Capital Management34,920$3.70M
Highland Capital Management, LLC30,424$3.22M
Athanor Capital, LP28,529$3.02M
Viridian Ria, LLC0$2.46M
Aigen Investment Management, LP16,084$1.70M
Investment House LLC15,056$1.59M
Deprince Race & Zollo Inc11,984$1.27M
Kemnay Advisory Services Inc.11,095$1.17M
Meitav Dash Investments Ltd9,000$953.0K
Kornitzer Capital Management Inc8,850$937.0K
Sante Capital Fund, LP8,624$913.0K
Prelude Capital Management, LLC8,237$872.0K
Engineers Gate Manager LP8,196$867.0K
Seven Eight Capital, LP7,596$804.0K
Must Asset Management Inc.5,963$642.0K
BP PLC5,000$529.0K
Weld Capital Management LLC4,366$462.0K
Walleye Capital LLC4,320$457.0K
XTX Topco Ltd3,247$344.0K
Teza Capital Management LLC3,162$335.0K
CAPROCK Group, Inc.3,037$321.0K
Centiva Capital, LP2,223$235.0K
Marshall Wace North America L.P.1,974$209.0K
Lombard Odier Asset Management (Switzerland) SA1,906$202.0K
Stelac Advisory Services LLC1,400$148.0K
Pacer Advisors, Inc.1,168$124.0K
Alpha Paradigm Partners, LLC641$68.0K
Strategic Blueprint, LLC169$18.0K
Sugarloaf Wealth Management, LLC100$11.0K
Tradition Wealth Management, LLC70$7.00K
Parisi Gray Wealth Management25$3.00K
Howe & Rusling Inc14$1.00K
Ellis Investment Partners, LLC11$1.00K
Paradigm, Strategies in Wealth Management, LLC12$1.00K

Not filed for Q3 2021 yet (4)

Institutions that held Cloudflare, Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NET in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Venrock Management V, LLC6,318,148$668.7M
Pictet Asset Management Ltd76,005$8.04M
CWM, LLC2,201$233.0K
First Horizon Corp7$0