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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
Leonteq Securities AG9,998$1.13M0.06%+5,792+137.7%Added
SG3 Management, LLC10,000$1.13M0.40%+10,000New
Fortis Capital Management LLC10,020$1.13M0.66%−10,000−50.0%Reduced
Connor, Clark & Lunn Investment Management Ltd.10,092$1.14M0.01%+10,092New
Signaturefd, LLC10,286$1.16M0.04%−10.0%Reduced
BI Asset Management Fondsmaeglerselskab A/S10,366$1.17M0.04%00.0%Unchanged
Meiji Yasuda Asset Management Co Ltd.10,510$1.18M0.08%+110+1.1%Added
Mirador Capital Partners LP10,583$1.19M0.27%00.0%Unchanged
Steel Peak Wealth Management LLC11,120$1.25M0.09%+1,120+11.2%Added
Lido Advisors, LLC11,208$1.26M0.03%+11,208New
Shell Asset Management Co11,350$1.28M0.03%−14,306−55.8%Reduced
Davide Leone & Partners Investment Co Ltd.11,350$1.28M0.36%−5,660−33.3%Reduced
Kovack Advisors, Inc.11,372$1.28M0.14%+3,833+50.8%Added
Daiwa Securities Group Inc.11,434$1.29M0.01%+550+5.1%Added
CWM Advisors, LLC11,808$1.33M0.17%+1,377+13.2%Added
Nordea Investment Management AB11,872$1.33M0.00%00.0%Unchanged
Edmond de Rothschild Holding S.A.11,851$1.33M0.03%−22,925−65.9%Reduced
Parsons Capital Management Inc12,153$1.37M0.11%+4,318+55.1%Added
Pier 88 Investment Partners LLC12,165$1.37M0.41%−16,000−56.8%Reduced
SWS Partners12,389$1.40M0.86%+226+1.9%Added
Janney Montgomery Scott LLC12,413$1.40M0.01%+557+4.7%Added
CX Institutional12,504$1.41M0.12%−2,105−14.4%Reduced
CIBC Asset Management Inc12,554$1.41M0.01%−155,774−92.5%Reduced
Peak Asset Management, LLC12,573$1.42M0.35%+4,520+56.1%Added
Comerica Bank7,925$1.44M0.01%+235+3.1%Added
SEI Investments Co13,072$1.47M0.00%−11,394−46.6%Reduced
Exchange Traded Concepts, LLC13,372$1.51M0.04%+6,571+96.6%Added
Mutual Advisors, LLC13,704$1.54M0.09%+13,704New
ProShare Advisors LLC13,885$1.56M0.00%+3,559+34.5%Added
Sumitomo Mitsui DS Asset Management Company, Ltd13,933$1.57M0.04%−90−0.6%Reduced
Avestar Capital, LLC14,060$1.58M0.31%−198−1.4%Reduced
WD Rutherford LLC14,110$1.59M0.86%+13,985+11,188.0%Added
Chase Investment Counsel Corp14,130$1.59M0.68%00.0%Unchanged
Ramiah Investment Group14,482$1.63M1.17%+14,482New
Jacob Asset Management of New York LLC14,608$1.65M0.60%+608+4.3%Added
Twin Tree Management, LP14,704$1.66M0.05%−33,309−69.4%Reduced
Leverage Partners Absolute Return Fund SPC15,000$1.69M1.62%+15,000New
Blue Barn Wealth, LLC15,012$1.69M1.48%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund15,274$1.72M0.00%−13,768−47.4%Reduced
Old Well Partners, LLC15,300$1.72M0.89%00.0%Unchanged
Draper Asset Management, LLC15,405$1.74M1.64%+601+4.1%Added
Circle Wealth Management, LLC15,568$1.75M0.25%+900+6.1%Added
Elo Mutual Pension Insurance Co15,774$1.78M0.06%+1,660+11.8%Added
First Republic Investment Management, Inc.15,872$1.79M0.00%+8,235+107.8%Added
Strategic Vision Investment Ltd16,100$1.81M4.40%00.0%Unchanged
Duality Advisers, LP16,121$1.82M0.14%+16,121New
Baird Financial Group, Inc.16,341$1.84M0.00%+1,641+11.2%Added
AdvisorShares Investments LLC16,380$1.84M0.29%+16,380New
Meridian Wealth Management, LLC16,604$1.87M0.23%+13,275+398.8%Added
Metropolitan Life Insurance Co16,633$1.87M0.03%−80−0.5%Reduced
Independent Advisor Alliance16,670$1.88M0.10%+894+5.7%Added
Capital Impact Advisors, LLC16,834$1.90M0.75%−16,833−50.0%Reduced
Grandview Asset Management LLC16,881$1.90M1.95%−488−2.8%Reduced
Ferris Capital, LLC9,700$1.90M0.41%+9,700New
Holocene Advisors, LP17,242$1.94M0.01%+17,242New
Point72 Hong Kong Ltd17,724$2.00M0.15%+17,724New
Graticule Asia Macro Advisors LLC17,850$2.01M0.38%+17,850New
Triasima Portfolio Management inc.18,070$2.04M0.11%+85+0.5%Added
Millennium Management LLC18,139$2.04M0.00%+18,139New
Sepio Capital, LP18,435$2.08M0.17%+1,004+5.8%Added
GWM Advisors LLC18,774$2.12M0.05%+18,774New
Quantbot Technologies LP19,362$2.18M0.16%+19,362New
Maryland State Retirement & Pension System19,688$2.22M0.06%+780+4.1%Added
New York Life Investments Alternatives19,889$2.24M1.45%−5,086−20.4%Reduced
Codex Capital, L.L.C.20,000$2.25M1.21%+20,000New
Ropes Wealth Advisors LLC20,259$2.28M0.37%+9,327+85.3%Added
Lazard Asset Management LLC20,423$2.30M0.00%−2,248−9.9%Reduced
Virtu Financial LLC21,234$2.39M0.21%−15,603−42.4%Reduced
Wolverine Trading, LLC21,291$2.39M0.05%+6,367+42.7%Added
Calamos Advisors LLC21,280$2.40M0.01%00.0%Unchanged
Delta Investment Management, LLC21,325$2.40M0.75%+21,325New
Clear Harbor Asset Management, LLC21,702$2.44M0.29%−15−0.1%Reduced
D.A. Davidson & Co.21,955$2.47M0.03%−100−0.5%Reduced
Ieq Capital, LLC22,392$2.52M0.07%+12,608+128.9%Added
Achmea Investment Management B.V.22,524$2.54M0.08%+5,637+33.4%Added
Amalgamated Bank22,544$2.54M0.02%−1,996−8.1%Reduced
Castle Rock Wealth Management, LLC12,300$2.58M0.88%−326−2.6%Reduced
BBR Partners, LLC22,959$2.59M0.21%+3,370+17.2%Added
Migdal Insurance & Financial Holdings Ltd.23,123$2.60M0.03%−5,050−17.9%Reduced
DekaBank Deutsche Girozentrale23,585$2.65M0.01%−5,531−19.0%Reduced
Mercer Global Advisors Inc23,645$2.66M0.02%+23,645New
STRS Ohio24,072$2.71M0.01%−134,555−84.8%Reduced
Nissay Asset Management Corp25,163$2.83M0.02%+1,321+5.5%Added
Wealthfront Advisers LLC25,657$2.89M0.01%+7,383+40.4%Added
Vident Investment Advisory, LLC26,003$2.93M0.09%−1,997−7.1%Reduced
Brookstone Capital Management18,441$2.94M0.05%+18,441New
Scotia Capital Inc.26,240$2.96M0.02%+17,955+216.7%Added
Wealthstar Advisors, LLC26,662$3.00M1.10%+26,662New
APG Asset Management N.V.31,590$3.07M0.01%−33,900−51.8%Reduced
Xponance, Inc.27,624$3.11M0.06%−171−0.6%Reduced
US Bancorp27,660$3.12M0.01%−8,348−23.2%Reduced
Light Street Capital Management, LLC27,700$3.12M0.16%+16,850+155.3%Added
Banque Cantonale Vaudoise28,122$3.17M0.14%+2,535+9.9%Added
Public Employees Retirement Association of Colorado28,575$3.22M0.01%00.0%Unchanged
Avitas Wealth Management LLC28,770$3.24M0.59%−216−0.7%Reduced
Prudential PLC28,922$3.26M0.05%+8,615+42.4%Added
IFM Investors Pty Ltd29,670$3.34M0.07%−157−0.5%Reduced
SG Americas Securities, LLC29,800$3.36M0.02%+20,486+219.9%Added
NN Investment Partners Holdings N.V.29,846$3.36M0.02%+1,595+5.6%Added
Moody Lynn & Lieberson, LLC30,235$3.41M0.26%+30,235New