Skip to main content

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
SWS Partners12,389$1.40M0.86%+226+1.9%Added
Pier 88 Investment Partners LLC12,165$1.37M0.41%−16,000−56.8%Reduced
Parsons Capital Management Inc12,153$1.37M0.11%+4,318+55.1%Added
Edmond de Rothschild Holding S.A.11,851$1.33M0.03%−22,925−65.9%Reduced
Nordea Investment Management AB11,872$1.33M0.00%00.0%Unchanged
CWM Advisors, LLC11,808$1.33M0.17%+1,377+13.2%Added
Daiwa Securities Group Inc.11,434$1.29M0.01%+550+5.1%Added
Kovack Advisors, Inc.11,372$1.28M0.14%+3,833+50.8%Added
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
Lido Advisors, LLC11,208$1.26M0.03%+11,208New
Steel Peak Wealth Management LLC11,120$1.25M0.09%+1,120+11.2%Added
Mirador Capital Partners LP10,583$1.19M0.27%00.0%Unchanged
Meiji Yasuda Asset Management Co Ltd.10,510$1.18M0.08%+110+1.1%Added
BI Asset Management Fondsmaeglerselskab A/S10,366$1.17M0.04%00.0%Unchanged
Signaturefd, LLC10,286$1.16M0.04%−10.0%Reduced
Connor, Clark & Lunn Investment Management Ltd.10,092$1.14M0.01%+10,092New
Fortis Capital Management LLC10,020$1.13M0.66%−10,000−50.0%Reduced
SG3 Management, LLC10,000$1.13M0.40%+10,000New
Leonteq Securities AG9,998$1.13M0.06%+5,792+137.7%Added
Corient Capital Partners, LLC9,661$1.09M0.08%−489,307−98.1%Reduced
Occudo Quantitative Strategies LP9,631$1.08M0.13%+9,631New
Geneos Wealth Management Inc.9,303$1.07M0.04%+3,683+65.5%Added
Advisory Services Network, LLC9,231$1.04M0.03%+1,351+17.1%Added
Echo Street Capital Management LLC8,985$1.01M0.01%+8,985New
Martingale Asset Management L P8,866$999.0K0.01%−18,322−67.4%Reduced
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
Guggenheim Capital LLC8,772$988.0K0.01%+4,324+97.2%Added
Simplify Asset Management Inc.8,740$985.0K0.18%−260−2.9%Reduced
Financial Advisory Service, Inc.8,680$978.0K0.09%00.0%Unchanged
Caas Capital Management LP8,400$946.0K0.07%−26,172−75.7%Reduced
Solstein Capital, LLC8,210$925.0K0.54%+8,210New
Robeco Institutional Asset Management B.V.8,077$910.0K0.00%−30,915−79.3%Reduced
First Heartland Consultants, Inc.8,069$909.0K0.14%+8,069New
Mark Stevens7,987$900.0K0.10%−2,330−22.6%Reduced
Frontier Wealth Management LLC7,945$895.0K0.06%−280−3.4%Reduced
Cubist Systematic Strategies, LLC7,794$878.0K0.01%−19,556−71.5%Reduced
V Wealth Advisors LLC7,625$859.0K0.13%−550−6.7%Reduced
Schroder Investment Management Group7,618$858.0K0.00%+2,087+37.7%Added
Dai-Ichi Life Insurance Company, Ltd7,587$855.0K0.01%+7,587New
MML Investors Services, LLC7,582$854.0K0.01%+1,107+17.1%Added
Vivid Financial Management, Inc.7,550$851.0K0.35%−423−5.3%Reduced
Berman Capital Advisors, LLC7,483$842.0K0.13%+429+6.1%Added
Oxinas Partners Wealth Management LLC7,340$827.0K0.48%+7,340New
Beacon Investment Advisory Services, Inc.7,285$821.0K0.03%+434+6.3%Added
IBM Retirement Fund7,106$800.0K0.06%00.0%Unchanged
Brown Advisory Inc7,092$799.0K0.00%+7,092New
Morse Asset Management, Inc7,085$798.0K0.19%+525+8.0%Added
Intersect Capital LLC6,942$782.0K0.13%−189−2.7%Reduced
Joel Isaacson & Co., LLC6,766$762.0K0.06%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.6,722$757.0K0.04%+5,466+435.2%Added
Financial Management Network Inc6,469$749.0K0.38%−240−3.6%Reduced
M&T Bank Corp6,643$748.0K0.00%+139+2.1%Added
Camarda Financial Advisors, LLC6,424$724.0K0.49%+6,424New
Creative Planning6,404$721.0K0.00%+1,632+34.2%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
Meeder Asset Management Inc6,341$715.0K0.04%+5,713+909.7%Added
Ethic Inc.6,291$709.0K0.07%+3,990+173.4%Added
ExodusPoint Capital Management, LP6,188$697.0K0.01%+6,188New
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
EWG Elevate Inc.5,886$663.0K0.27%+5,886New
Inverness Counsel LLC5,815$655.0K0.02%00.0%Unchanged
Prudential Financial Inc5,770$650.0K0.00%−30−0.5%Reduced
Kayne Anderson Rudnick Investment Management LLC5,733$646.0K0.00%−4,290−42.8%Reduced
The PNC Financial Services Group, Inc.5,709$644.0K0.00%−2,170−27.5%Reduced
Spearhead Capital Advisors, LLC5,681$640.0K0.09%−15−0.3%Reduced
Arete Wealth Advisors, LLC5,914$639.0K0.07%−15−0.3%Reduced
Harvest Investment Services, LLC5,629$634.0K0.26%+5,629New
Manufacturers Life Insurance Company, The5,607$632.0K0.00%−391−6.5%Reduced
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
Jefferies Group LLC5,524$622.3K0.01%+5,524New
Wolf Hill Capital Management, LP5,493$619.0K0.19%+5,493New
Barber Financial Group, Inc.5,421$611.0K0.08%+5,421New
Trexquant Investment LP5,419$610.0K0.05%+5,419New
Sciencast Management LP3,928$610.0K0.17%+3,928New
Moseley Investment Management Inc5,252$604.0K0.30%−184−3.4%Reduced
Dynamic Advisor Solutions LLC5,327$600.0K0.05%+2,031+61.6%Added
National Asset Management, Inc.5,248$587.0K0.02%−3,239−38.2%Reduced
Cornerstone Partners Capital Management, LLC5,180$584.0K0.12%+1,585+44.1%Added
Buckingham Strategic Wealth, LLC5,131$578.0K0.01%+1,860+56.9%Added
Parkwood LLC5,080$572.0K0.10%+5,080New
Y-Intercept (Hong Kong) Ltd5,024$566.0K0.10%+5,024New
Financial Architects, Inc4,984$561.0K0.08%+234+4.9%Added
Nwam LLC4,964$559.0K0.05%−119−2.3%Reduced
American International Group, Inc.4,950$558.0K0.00%−239−4.6%Reduced
Balyasny Asset Management LLC4,785$539.0K0.00%−17,641−78.7%Reduced
Park Avenue Securities LLC4,756$536.0K0.01%+2,492+110.1%Added
CIBC World Markets Inc.4,746$535.0K0.00%+521+12.3%Added
AlphaCrest Capital Management LLC4,712$531.0K0.03%+4,712New
Redpoint Investment Management Pty Ltd4,636$522.0K0.04%+1,310+39.4%Added
Archer Investment Corp4,410$496.8K0.19%+10+0.2%Added
Kalos Management, Inc.2,396$495.0K0.14%+2,396New
Gateway Advisory, LLC4,308$485.0K0.10%+4,308New
SlateStone Wealth, LLC4,300$484.0K0.11%00.0%Unchanged
Moneta Group Investment Advisors LLC4,296$484.0K0.02%+25+0.6%Added