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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.

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: $10.3BQ3 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, 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
Tiemann Investment Advisors, LLC38,569$4.34M2.07%00.0%Unchanged
Executive Wealth Management, LLC37,875$4.27M0.47%−1,227−3.1%Reduced
Simplex Trading, LLC40,516$4.23M0.15%−1,094−2.6%Reduced
Davy Global Fund Management Ltd37,150$4.18M0.64%+2,404+6.9%Added
Gamco Investors, Inc. Et Al36,400$4.10M0.04%−94−0.3%Reduced
Skandinaviska Enskilda Banken AB (publ)36,240$4.08M0.02%00.0%Unchanged
Aspiriant, LLC35,815$4.03M0.24%−1,013−2.8%Reduced
ClariVest Asset Management LLC35,100$3.95M0.13%00.0%Unchanged
Raine Capital LLC35,000$3.94M0.20%00.0%Unchanged
CFM Wealth Partners LLC34,838$3.92M0.99%+1,718+5.2%Added
Principal Financial Group Inc34,823$3.92M0.00%−1,063−3.0%Reduced
Eagle Bay Advisors LLC31,318$3.87M2.26%+15,659+100.0%Added
Piershale Financial Group, Inc.33,689$3.79M1.56%+33,689New
Private Advisor Group, LLC32,571$3.67M0.02%+24,098+284.4%Added
Vestcor Inc32,048$3.61M0.13%+17,696+123.3%Added
AE Wealth Management LLC31,958$3.60M0.03%−1,600−4.8%Reduced
DnB Asset Management AS31,079$3.50M0.02%+4,306+16.1%Added
ARS Investment Partners, LLC30,722$3.46M0.35%00.0%Unchanged
Kestra Advisory Services, LLC30,700$3.46M0.03%+9,490+44.7%Added
Soltis Investment Advisors LLC30,460$3.43M0.53%+16+0.1%Added
Moody Lynn & Lieberson, LLC30,235$3.41M0.26%+30,235New
NN Investment Partners Holdings N.V.29,846$3.36M0.02%+1,595+5.6%Added
SG Americas Securities, LLC29,800$3.36M0.02%+20,486+219.9%Added
IFM Investors Pty Ltd29,670$3.34M0.07%−157−0.5%Reduced
Prudential PLC28,922$3.26M0.05%+8,615+42.4%Added
Avitas Wealth Management LLC28,770$3.24M0.59%−216−0.7%Reduced
Public Employees Retirement Association of Colorado28,575$3.22M0.01%00.0%Unchanged
Banque Cantonale Vaudoise28,122$3.17M0.14%+2,535+9.9%Added
Light Street Capital Management, LLC27,700$3.12M0.16%+16,850+155.3%Added
US Bancorp27,660$3.12M0.01%−8,348−23.2%Reduced
Xponance, Inc.27,624$3.11M0.06%−171−0.6%Reduced
APG Asset Management N.V.31,590$3.07M0.01%−33,900−51.8%Reduced
Wealthstar Advisors, LLC26,662$3.00M1.10%+26,662New
Scotia Capital Inc.26,240$2.96M0.02%+17,955+216.7%Added
Brookstone Capital Management18,441$2.94M0.05%+18,441New
Vident Investment Advisory, LLC26,003$2.93M0.09%−1,997−7.1%Reduced
Wealthfront Advisers LLC25,657$2.89M0.01%+7,383+40.4%Added
Nissay Asset Management Corp25,163$2.83M0.02%+1,321+5.5%Added
STRS Ohio24,072$2.71M0.01%−134,555−84.8%Reduced
Mercer Global Advisors Inc23,645$2.66M0.02%+23,645New
DekaBank Deutsche Girozentrale23,585$2.65M0.01%−5,531−19.0%Reduced
Migdal Insurance & Financial Holdings Ltd.23,123$2.60M0.03%−5,050−17.9%Reduced
BBR Partners, LLC22,959$2.59M0.21%+3,370+17.2%Added
Castle Rock Wealth Management, LLC12,300$2.58M0.88%−326−2.6%Reduced
Amalgamated Bank22,544$2.54M0.02%−1,996−8.1%Reduced
Achmea Investment Management B.V.22,524$2.54M0.08%+5,637+33.4%Added
Ieq Capital, LLC22,392$2.52M0.07%+12,608+128.9%Added
D.A. Davidson & Co.21,955$2.47M0.03%−100−0.5%Reduced
Clear Harbor Asset Management, LLC21,702$2.44M0.29%−15−0.1%Reduced
Delta Investment Management, LLC21,325$2.40M0.75%+21,325New
Calamos Advisors LLC21,280$2.40M0.01%00.0%Unchanged
Virtu Financial LLC21,234$2.39M0.21%−15,603−42.4%Reduced
Wolverine Trading, LLC21,291$2.39M0.05%+6,367+42.7%Added
Lazard Asset Management LLC20,423$2.30M0.00%−2,248−9.9%Reduced
Ropes Wealth Advisors LLC20,259$2.28M0.37%+9,327+85.3%Added
Codex Capital, L.L.C.20,000$2.25M1.21%+20,000New
New York Life Investments Alternatives19,889$2.24M1.45%−5,086−20.4%Reduced
Maryland State Retirement & Pension System19,688$2.22M0.06%+780+4.1%Added
Quantbot Technologies LP19,362$2.18M0.16%+19,362New
GWM Advisors LLC18,774$2.12M0.05%+18,774New
Sepio Capital, LP18,435$2.08M0.17%+1,004+5.8%Added
Millennium Management LLC18,139$2.04M0.00%+18,139New
Triasima Portfolio Management inc.18,070$2.04M0.11%+85+0.5%Added
Graticule Asia Macro Advisors LLC17,850$2.01M0.38%+17,850New
Point72 Hong Kong Ltd17,724$2.00M0.15%+17,724New
Holocene Advisors, LP17,242$1.94M0.01%+17,242New
Ferris Capital, LLC9,700$1.90M0.41%+9,700New
Grandview Asset Management LLC16,881$1.90M1.95%−488−2.8%Reduced
Capital Impact Advisors, LLC16,834$1.90M0.75%−16,833−50.0%Reduced
Independent Advisor Alliance16,670$1.88M0.10%+894+5.7%Added
Metropolitan Life Insurance Co16,633$1.87M0.03%−80−0.5%Reduced
Meridian Wealth Management, LLC16,604$1.87M0.23%+13,275+398.8%Added
AdvisorShares Investments LLC16,380$1.84M0.29%+16,380New
Baird Financial Group, Inc.16,341$1.84M0.00%+1,641+11.2%Added
Duality Advisers, LP16,121$1.82M0.14%+16,121New
Strategic Vision Investment Ltd16,100$1.81M4.40%00.0%Unchanged
First Republic Investment Management, Inc.15,872$1.79M0.00%+8,235+107.8%Added
Elo Mutual Pension Insurance Co15,774$1.78M0.06%+1,660+11.8%Added
Circle Wealth Management, LLC15,568$1.75M0.25%+900+6.1%Added
Draper Asset Management, LLC15,405$1.74M1.64%+601+4.1%Added
Old Well Partners, LLC15,300$1.72M0.89%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund15,274$1.72M0.00%−13,768−47.4%Reduced
Blue Barn Wealth, LLC15,012$1.69M1.48%00.0%Unchanged
Leverage Partners Absolute Return Fund SPC15,000$1.69M1.62%+15,000New
Twin Tree Management, LP14,704$1.66M0.05%−33,309−69.4%Reduced
Jacob Asset Management of New York LLC14,608$1.65M0.60%+608+4.3%Added
Ramiah Investment Group14,482$1.63M1.17%+14,482New
Chase Investment Counsel Corp14,130$1.59M0.68%00.0%Unchanged
WD Rutherford LLC14,110$1.59M0.86%+13,985+11,188.0%Added
Avestar Capital, LLC14,060$1.58M0.31%−198−1.4%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd13,933$1.57M0.04%−90−0.6%Reduced
ProShare Advisors LLC13,885$1.56M0.00%+3,559+34.5%Added
Mutual Advisors, LLC13,704$1.54M0.09%+13,704New
Exchange Traded Concepts, LLC13,372$1.51M0.04%+6,571+96.6%Added
SEI Investments Co13,072$1.47M0.00%−11,394−46.6%Reduced
Comerica Bank7,925$1.44M0.01%+235+3.1%Added
Peak Asset Management, LLC12,573$1.42M0.35%+4,520+56.1%Added
CIBC Asset Management Inc12,554$1.41M0.01%−155,774−92.5%Reduced
CX Institutional12,504$1.41M0.12%−2,105−14.4%Reduced
Janney Montgomery Scott LLC12,413$1.40M0.01%+557+4.7%Added