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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
Soltis Investment Advisors LLC30,460$3.43M0.53%+16+0.1%Added
Kestra Advisory Services, LLC30,700$3.46M0.03%+9,490+44.7%Added
ARS Investment Partners, LLC30,722$3.46M0.35%00.0%Unchanged
DnB Asset Management AS31,079$3.50M0.02%+4,306+16.1%Added
AE Wealth Management LLC31,958$3.60M0.03%−1,600−4.8%Reduced
Vestcor Inc32,048$3.61M0.13%+17,696+123.3%Added
Private Advisor Group, LLC32,571$3.67M0.02%+24,098+284.4%Added
Piershale Financial Group, Inc.33,689$3.79M1.56%+33,689New
Eagle Bay Advisors LLC31,318$3.87M2.26%+15,659+100.0%Added
Principal Financial Group Inc34,823$3.92M0.00%−1,063−3.0%Reduced
CFM Wealth Partners LLC34,838$3.92M0.99%+1,718+5.2%Added
Raine Capital LLC35,000$3.94M0.20%00.0%Unchanged
ClariVest Asset Management LLC35,100$3.95M0.13%00.0%Unchanged
Aspiriant, LLC35,815$4.03M0.24%−1,013−2.8%Reduced
Skandinaviska Enskilda Banken AB (publ)36,240$4.08M0.02%00.0%Unchanged
Gamco Investors, Inc. Et Al36,400$4.10M0.04%−94−0.3%Reduced
Davy Global Fund Management Ltd37,150$4.18M0.64%+2,404+6.9%Added
Simplex Trading, LLC40,516$4.23M0.15%−1,094−2.6%Reduced
Executive Wealth Management, LLC37,875$4.27M0.47%−1,227−3.1%Reduced
Tiemann Investment Advisors, LLC38,569$4.34M2.07%00.0%Unchanged
Oppenheimer & Co Inc38,664$4.36M0.08%−607−1.5%Reduced
Jane Street Group, LLC38,741$4.36M0.01%+31,759+454.9%Added
Truist Financial Corp39,045$4.40M0.01%+27,331+233.3%Added
PDT Partners, LLC40,401$4.55M0.33%+40,401New
Prescott Group Capital Management, L.L.C.42,228$4.76M1.31%−36,000−46.0%Reduced
British Columbia Investment Management Corp42,606$4.80M0.03%+990+2.4%Added
Panagora Asset Management Inc42,801$4.82M0.03%+34,591+421.3%Added
Navellier & Associates Inc43,309$4.88M0.74%+1,855+4.5%Added
Stifel Financial Corp43,345$4.88M0.01%+3,069+7.6%Added
Janus Henderson Group PLC43,658$4.92M0.00%−12,009−21.6%Reduced
AtonRa Partners43,746$4.93M1.65%+1,947+4.7%Added
Envestnet Asset Management Inc43,818$4.94M0.00%+39,010+811.4%Added
Nomura Asset Management Co Ltd44,380$5.00M0.03%+2,050+4.8%Added
AMP Capital Investors Ltd44,785$5.04M0.03%+551+1.2%Added
Commonwealth Equity Services, LLC45,403$5.11M0.01%+15,402+51.3%Added
Utah Retirement Systems46,736$5.26M0.07%−1,181−2.5%Reduced
HighTower Advisors, LLC46,812$5.28M0.01%−12,240−20.7%Reduced
Totem Point Management, LLC47,239$5.32M3.46%+47,239New
Forsta Ap-Fonden47,500$5.35M0.06%−5,200−9.9%Reduced
Blair William & Co49,735$5.60M0.02%−299−0.6%Reduced
USS Investment Management Ltd49,752$5.60M0.05%+6,714+15.6%Added
Clal Insurance Enterprises Holdings Ltd50,000$5.63M0.06%+50,000New
Polar Capital Holdings Plc50,053$5.64M0.03%−268,544−84.3%Reduced
Gulf International Bank (UK) Ltd50,060$5.64M0.07%+10,642+27.0%Added
Riggs Asset Managment Co. Inc.50,410$5.68M1.71%−1,844−3.5%Reduced
Ambassador Advisors, LLC50,549$5.70M1.11%−1,617−3.1%Reduced
Mackenzie Financial Corp51,238$5.77M0.01%+3,842+8.1%Added
Pinkerton Retirement Specialists, LLC51,372$5.79M1.12%+51,372New
Brevan Howard Capital Management LP51,390$5.79M3.52%−5,710−10.0%Reduced
Sigma Planning Corp51,733$5.83M0.18%+26,962+108.8%Added
Capital Fund Management S.A.52,117$5.87M0.16%−71,425−57.8%Reduced
O'Shares Investment Advisers, LLC53,465$6.02M0.44%−14,829−21.7%Reduced
TD Asset Management Inc54,238$6.11M0.01%+1,405+2.7%Added
IFP Advisors, Inc55,156$6.22M0.13%+36,651+198.1%Added
Swedbank AB55,880$6.29M0.01%+12,624+29.2%Added
Cynosure Management, LLC59,975$6.76M5.22%00.0%Unchanged
Victory Capital Management Inc62,799$7.07M0.01%−10,018−13.8%Reduced
Jackson Square Capital, LLC63,615$7.17M2.33%+402+0.6%Added
Arizona State Retirement System64,725$7.29M0.06%+1,052+1.7%Added
HarbourVest Partners LLC65,004$7.32M0.69%+65,004New
Strategic Wealth Advisors Group, LLC65,034$7.33M0.36%+65,034New
Penserra Capital Management LLC65,679$7.40M0.15%−3,456−5.0%Reduced
Korea Investment CORP66,000$7.43M0.02%+22,000+50.0%Added
Stony Point Capital LLC67,682$7.62M2.09%−87,302−56.3%Reduced
Federation des caisses Desjardins du Quebec67,883$7.64M0.08%−6,082−8.2%Reduced
Man Group plc71,507$8.05M0.03%−129,462−64.4%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund72,200$8.13M0.08%+3,200+4.6%Added
Ameriprise Financial Inc72,666$8.19M0.00%−7,660−9.5%Reduced
Arrowstreet Capital, Limited Partnership74,962$8.44M0.01%+74,962New
AlpInvest Partners B.V.75,005$8.45M3.28%+75,005New
Pictet Asset Management SA77,872$8.77M0.01%+77,872New
Westpac Banking Corp78,181$8.81M0.09%+54,773+234.0%Added
Voya Investment Management LLC79,347$8.94M0.02%+612+0.8%Added
Oregon Public Employees Retirement Fund79,727$8.98M0.10%+1,543+2.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)80,157$9.03M0.05%+4,746+6.3%Added
Raymond James Financial Services Advisors, Inc.80,812$9.10M0.02%+43,675+117.6%Added
Royal London Asset Management Ltd88,489$9.97M0.04%+677+0.8%Added
Russell Investments Group, Ltd.89,544$10.1M0.02%+2,437+2.8%Added
Susquehanna International Group, LLP89,888$10.1M0.01%−78,744−46.7%Reduced
Vestor Capital, LLC90,327$10.2M1.06%−10,975−10.8%Reduced
Qube Research & Technologies Ltd91,527$10.3M0.13%+72,228+374.3%Added
NZS Capital, LLC92,124$10.4M1.02%−61,159−39.9%Reduced
Sentinel Trust Co Lba92,718$10.4M1.64%−6,000−6.1%Reduced
Storebrand Asset Management AS92,833$10.5M0.05%+5,941+6.8%Added
Aviva PLC92,932$10.5M0.05%+4,795+5.4%Added
Tudor Investment Corp Et Al94,064$10.6M0.22%+30,113+47.1%Added
AMJ Financial Wealth Management97,104$10.9M4.48%+3,446+3.7%Added
Rockefeller Capital Management L.P.97,232$11.0M0.06%−74,313−43.3%Reduced
Nwi Management LP100,000$11.3M1.06%00.0%Unchanged
Firsthand Capital Management, Inc.100,000$11.3M3.36%00.0%Unchanged
Ma Investment Partnership, LP100,000$11.3M6.87%00.0%Unchanged
Asset Management One Co.,Ltd.100,856$11.4M0.04%+8,670+9.4%Added
Laurion Capital Management LP101,603$11.4M0.16%+92,155+975.4%Added
Mission Creek Capital Partners, Inc.105,124$11.8M2.21%+105,124New
AQR Capital Management LLC106,039$11.9M0.02%−2,451−2.3%Reduced
Liontrust Investment Partners LLP106,900$12.0M0.17%+106,900New
Standard Life Aberdeen plc108,840$12.3M0.03%+87,973+421.6%Added
Adams Street Partners LLC109,104$12.3M1.58%+109,104New
Ensign Peak Advisors, Inc111,869$12.6M0.03%+70,756+172.1%Added
Vontobel Holding Ltd.113,506$12.8M0.11%+4,005+3.7%Added