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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, Q3 2021

Institutional positions in Cloudflare, Inc. as of Sep 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
620
+87 vs. Q2 2021
Shares held
218.2M
+10.7M (+5.2%) vs. Q2 2021
Total value
$24.6B
+$2.62B (+11.9%) vs. Q2 2021
New holders
127
225 more added
Sold out
40
174 more reduced

4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 620 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 heldQ3 2021: $24.6B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q2 2021.

Institutions holding NET in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Independent Solutions Wealth Management, LLC3,516$396.1K0.10%+519+17.3%Added
EP Wealth Advisors, LLC3,654$412.0K0.01%+25+0.7%Added
Toroso Investments, LLC3,657$412.0K0.02%+1,249+51.9%Added
Tokio Marine Asset Management Co Ltd3,662$413.0K0.04%−1,138−23.7%Reduced
B. Metzler seel. Sohn & Co. Holding AG3,688$415.0K0.01%00.0%Unchanged
World Asset Management Inc3,690$416.0K0.04%−284−7.1%Reduced
Resources Investment Advisors, LLC.3,693$416.0K0.02%+1,296+54.1%Added
Quilter Plc3,706$418.0K0.01%+1,390+60.0%Added
Umb Bank N A3,755$423.0K0.01%00.0%Unchanged
Pekin Hardy Strauss, Inc.3,764$424.0K0.06%−916−19.6%Reduced
JustInvest LLC3,902$440.0K0.04%+631+19.3%Added
Intrust Bank NA3,906$440.0K0.06%+1,371+54.1%Added
Level Four Advisory Services, LLC3,925$442.0K0.05%−2,403−38.0%Reduced
Sanders Morris Harris LLC3,943$444.0K0.08%−3,500−47.0%Reduced
CIBC Private Wealth Group, LLC3,941$444.0K0.00%+20+0.5%Added
Texas Treasury Safekeeping Trust Co3,963$446.0K0.14%−5,025−55.9%Reduced
Seeyond4,003$450.0K0.04%+2,542+174.0%Added
Pensionfund DSM Netherlands4,000$451.0K0.06%+4,000New
J.W. Cole Advisors, Inc.4,017$453.0K0.03%−1,723−30.0%Reduced
K.J. Harrison & Partners Inc4,000$453.0K0.07%+4,000New
SlateStone Wealth, LLC4,300$484.0K0.11%00.0%Unchanged
Moneta Group Investment Advisors LLC4,296$484.0K0.02%+25+0.6%Added
Gateway Advisory, LLC4,308$485.0K0.10%+4,308New
Kalos Management, Inc.2,396$495.0K0.14%+2,396New
Archer Investment Corp4,410$496.8K0.19%+10+0.2%Added
Redpoint Investment Management Pty Ltd4,636$522.0K0.04%+1,310+39.4%Added
AlphaCrest Capital Management LLC4,712$531.0K0.03%+4,712New
CIBC World Markets Inc.4,746$535.0K0.00%+521+12.3%Added
Park Avenue Securities LLC4,756$536.0K0.01%+2,492+110.1%Added
Balyasny Asset Management LLC4,785$539.0K0.00%−17,641−78.7%Reduced
American International Group, Inc.4,950$558.0K0.00%−239−4.6%Reduced
Nwam LLC4,964$559.0K0.05%−119−2.3%Reduced
Financial Architects, Inc4,984$561.0K0.08%+234+4.9%Added
Y-Intercept (Hong Kong) Ltd5,024$566.0K0.10%+5,024New
Parkwood LLC5,080$572.0K0.10%+5,080New
Buckingham Strategic Wealth, LLC5,131$578.0K0.01%+1,860+56.9%Added
Cornerstone Partners Capital Management, LLC5,180$584.0K0.12%+1,585+44.1%Added
National Asset Management, Inc.5,248$587.0K0.02%−3,239−38.2%Reduced
Dynamic Advisor Solutions LLC5,327$600.0K0.05%+2,031+61.6%Added
Moseley Investment Management Inc5,252$604.0K0.30%−184−3.4%Reduced
Trexquant Investment LP5,419$610.0K0.05%+5,419New
Sciencast Management LP3,928$610.0K0.17%+3,928New
Barber Financial Group, Inc.5,421$611.0K0.08%+5,421New
Wolf Hill Capital Management, LP5,493$619.0K0.19%+5,493New
Jefferies Group LLC5,524$622.3K0.01%+5,524New
Brighton Jones LLC5,530$623.0K0.03%+183+3.4%Added
Global Wealth Management Investment Advisory, Inc.5,528$623.0K0.20%+521+10.4%Added
Manufacturers Life Insurance Company, The5,607$632.0K0.00%−391−6.5%Reduced
Harvest Investment Services, LLC5,629$634.0K0.26%+5,629New
Arete Wealth Advisors, LLC5,914$639.0K0.07%−15−0.3%Reduced
Spearhead Capital Advisors, LLC5,681$640.0K0.09%−15−0.3%Reduced
The PNC Financial Services Group, Inc.5,709$644.0K0.00%−2,170−27.5%Reduced
Kayne Anderson Rudnick Investment Management LLC5,733$646.0K0.00%−4,290−42.8%Reduced
Prudential Financial Inc5,770$650.0K0.00%−30−0.5%Reduced
Inverness Counsel LLC5,815$655.0K0.02%00.0%Unchanged
EWG Elevate Inc.5,886$663.0K0.27%+5,886New
Van Hulzen Asset Management, LLC6,040$680.0K0.10%−342−5.4%Reduced
Cetera Investment Advisers6,039$680.0K0.01%+3,180+111.2%Added
ExodusPoint Capital Management, LP6,188$697.0K0.01%+6,188New
Ethic Inc.6,291$709.0K0.07%+3,990+173.4%Added
Meeder Asset Management Inc6,341$715.0K0.04%+5,713+909.7%Added
Kestra Private Wealth Services, LLC6,363$717.0K0.04%00.0%Unchanged
Glenmede Trust Co NA6,374$717.0K0.00%+1,148+22.0%Added
Creative Planning6,404$721.0K0.00%+1,632+34.2%Added
Camarda Financial Advisors, LLC6,424$724.0K0.49%+6,424New
M&T Bank Corp6,643$748.0K0.00%+139+2.1%Added
Financial Management Network Inc6,469$749.0K0.38%−240−3.6%Reduced
Benjamin F. Edwards & Company, Inc.6,722$757.0K0.04%+5,466+435.2%Added
Joel Isaacson & Co., LLC6,766$762.0K0.06%00.0%Unchanged
Intersect Capital LLC6,942$782.0K0.13%−189−2.7%Reduced
Morse Asset Management, Inc7,085$798.0K0.19%+525+8.0%Added
Brown Advisory Inc7,092$799.0K0.00%+7,092New
IBM Retirement Fund7,106$800.0K0.06%00.0%Unchanged
Beacon Investment Advisory Services, Inc.7,285$821.0K0.03%+434+6.3%Added
Oxinas Partners Wealth Management LLC7,340$827.0K0.48%+7,340New
Berman Capital Advisors, LLC7,483$842.0K0.13%+429+6.1%Added
Vivid Financial Management, Inc.7,550$851.0K0.35%−423−5.3%Reduced
MML Investors Services, LLC7,582$854.0K0.01%+1,107+17.1%Added
Dai-Ichi Life Insurance Company, Ltd7,587$855.0K0.01%+7,587New
Schroder Investment Management Group7,618$858.0K0.00%+2,087+37.7%Added
V Wealth Advisors LLC7,625$859.0K0.13%−550−6.7%Reduced
Cubist Systematic Strategies, LLC7,794$878.0K0.01%−19,556−71.5%Reduced
Frontier Wealth Management LLC7,945$895.0K0.06%−280−3.4%Reduced
Mark Stevens7,987$900.0K0.10%−2,330−22.6%Reduced
First Heartland Consultants, Inc.8,069$909.0K0.14%+8,069New
Robeco Institutional Asset Management B.V.8,077$910.0K0.00%−30,915−79.3%Reduced
Solstein Capital, LLC8,210$925.0K0.53%+8,210New
Caas Capital Management LP8,400$946.0K0.07%−26,172−75.7%Reduced
Financial Advisory Service, Inc.8,680$978.0K0.09%00.0%Unchanged
Simplify Asset Management Inc.8,740$985.0K0.18%−260−2.9%Reduced
Guggenheim Capital LLC8,772$988.0K0.01%+4,324+97.2%Added
Perigon Wealth Management, LLC8,816$993.0K0.09%−404−4.4%Reduced
Illinois Municipal Retirement Fund8,813$993.0K0.04%00.0%Unchanged
Motley Fool Asset Management LLC8,813$993.0K0.06%+1,539+21.2%Added
Martingale Asset Management L P8,866$999.0K0.01%−18,322−67.4%Reduced
Echo Street Capital Management LLC8,985$1.01M0.01%+8,985New
Advisory Services Network, LLC9,231$1.04M0.03%+1,351+17.1%Added
Geneos Wealth Management Inc.9,303$1.07M0.04%+3,683+65.5%Added
Occudo Quantitative Strategies LP9,631$1.08M0.13%+9,631New
Corient Capital Partners, LLC9,661$1.09M0.08%−489,307−98.1%Reduced