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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; 1,272 institutions reported holding it in 13F filings for Q2 2026, worth $78.5B in total; 3 superinvestors hold it, including ARK Invest and Oaktree Capital.

Q4 2021 vs. Q3 2021

How the institutions holding Cloudflare, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of NET: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders6203681+64
Shares218.2M14.9K226.9M+8.65M (+4.0%)
Value$24.6B$1.67M$29.8B+$5.23B (+21.3%)

3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (145)

Institutions that held Cloudflare, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 145 by value.

Institutions new to NET in Q4 2021
InstitutionSharesValue% of portfolio
Two Sigma Investments, LP1,781,661$234.3M0.57%
Whale Rock Capital Management LLC1,130,399$148.6M1.26%
Allspring Global Investments Holdings, LLC836,236$110.0M0.12%
Two Sigma Advisers, LP800,000$105.2M0.26%
Lord, Abbett & Co. LLC371,938$48.9M0.11%
Privium Fund Management B.V.222,435$29.6M5.90%
Worldquant Millennium Advisors LLC184,619$24.3M0.48%
Sander Capital Advisors Inc112,179$14.8M5.95%
Schonfeld Strategic Advisors LLC104,400$13.7M0.13%
Prospera Financial Services Inc71,514$9.40M0.41%
Armistice Capital, LLC69,000$9.07M0.22%
Ergoteles LLC59,883$7.88M0.31%
Caisse de Depot Et Placement du Quebec50,300$6.61M0.01%
LGT Group Foundation49,314$6.49M0.17%
Aigen Investment Management, LP43,380$6.09M0.37%
Kames Capital plc44,206$5.81M0.07%
Squarepoint Ops LLC41,466$5.45M0.03%
Hampton Road Capital Management LP37,930$4.99M1.75%
Tenere Capital LLC35,500$4.67M1.85%
Jump Financial, LLC29,239$3.85M0.24%
Walleye Capital LLC26,825$3.53M0.12%
Bridgeway Capital Management, LLC25,420$3.34M0.06%
Hartline Investment Corp25,141$3.31M0.45%
Heirloom Wealth Management33,090$3.09M2.65%
Allstate Corp23,457$3.08M0.06%
Viridian Ria, LLC23,436$3.08M0.65%
Polar Asset Management Partners Inc.23,200$3.05M0.04%
Engineers Gate Manager LP23,082$3.04M0.14%
Rafferty Asset Management, LLC20,323$2.67M0.01%
Titleist Asset Management, Ltd.19,532$2.57M0.51%
Interval Partners, LP18,000$2.37M0.16%
Livingston Group Asset Management CO (operating as Southport Capital Management)17,739$2.33M0.41%
Lyell Wealth Management, LP16,288$2.14M0.24%
Harbor Capital Advisors, Inc.15,532$2.04M0.74%
Seven Eight Capital, LP14,384$1.89M0.34%
Capital International Inc13,740$1.81M0.02%
Dynamic Technology Lab Private Ltd12,997$1.71M0.19%
Marshall Wace, LLP11,581$1.52M0.00%
Crawford Lake Capital Management, LLC11,541$1.52M0.63%
Capital International Ltd10,848$1.43M0.07%
Impax Asset Management Group plc10,685$1.41M0.01%
M&G Investment Management Ltd10,282$1.36M0.00%
Crestone Asset Management LLC10,275$1.35M0.27%
Afg Fiduciary Services Limited Partnership9,476$1.25M0.88%
National Bank of Canada9,077$1.19M0.01%
Van Eck Associates Corp8,197$1.08M0.00%
New Millennium Group LLC7,345$966.0K0.73%
FORA Capital, LLC7,324$963.0K0.37%
Boulder Hill Capital Management LP7,300$960.0K0.93%
CloudAlpha Capital Management Limited/Hong Kong7,000$920.0K1.08%
Malaga Cove Capital, LLC6,184$813.0K0.32%
Perpetual Investment Management Ltd6,000$789.0K0.09%
Nauset Wealth Management. LLC5,821$765.0K0.73%
Astrantus Ltd5,796$762.0K0.57%
Cutler Group LP5,397$709.0K0.05%
Capital International Sarl5,322$700.0K0.03%
Wellington Management Group LLP5,243$689.0K0.00%
Black Swift Group, LLC5,000$658.0K0.27%
Graham Capital Management, L.P.4,746$624.0K0.03%
Banco Bilbao Vizcaya Argentaria, S.A.4,642$621.0K0.01%
B. Metzler seel. Sohn & Co. AG4,347$579.0K0.01%
Seaport Global Advisors, LLC4,126$543.0K0.73%
Hill Island Financial LLC3,997$526.0K0.19%
Prelude Capital Management, LLC3,883$511.0K0.03%
WMG Financial Advisors, LLC3,700$487.0K0.38%
Yousif Capital Management, LLC3,662$482.0K0.00%
TD Waterhouse Canada Inc.4,023$479.3K0.00%
Two Sigma Securities, LLC3,430$451.0K0.09%
Teza Capital Management LLC3,420$450.0K0.12%
Synergy Financial Group, LTD3,421$450.0K0.40%
Oak Thistle LLC3,410$448.0K0.35%
Caxton Associates LP3,188$419.0K0.05%
Ashton Thomas Private Wealth, LLC3,109$408.8K0.04%
Householder Group Estate & Retirement Specialist, LLC2,964$390.0K0.15%
City State Bank2,510$330.0K0.20%
Independent Financial Group, LLC2,415$317.6K0.03%
Bayesian Capital Management, LP2,400$316.0K0.10%
Forum Financial Management, LP–$313.0K0.02%
CWM, LLC2,290$301.0K0.00%
Institute for Wealth Management, LLC.2,235$294.0K0.05%
LGT Fund Management Co Ltd.2,200$289.0K0.08%
ASB Consultores, LLC2,164$285.0K0.14%
Wedbush Securities Inc2,106$277.0K0.01%
Thrive Wealth Management, LLC2,006$264.0K0.09%
Diversified Trust Co1,997$263.0K0.01%
Evoke Wealth, LLC1,975$260.0K0.01%
Capital Wealth Planning, LLC1,911$252.0K0.01%
Engine No. 1 LLC1,874$246.0K0.05%
NinePointTwo Capital1,813$238.0K0.08%
Gsa Capital Partners LLP1,788$235.0K0.03%
Thoroughbred Financial Services, LLC1,678$220.0K0.05%
Lombard Odier Asset Management (Switzerland) SA1,637$215.0K0.01%
Sender Co & Partners, Inc.1,629$214.0K0.14%
Pinnacle Private Wealth, LLC1,615$212.0K0.07%
Atlas Brown,Inc.1,600$210.0K0.08%
Cerity Partners LLC1,573$209.0K0.00%
Bridgewater Advisors Inc.1,551$204.0K0.04%
Almanack Investment Partners, LLC.1,544$203.0K0.02%
SeaCrest Wealth Management, LLC1,543$203.0K0.02%
Pacific Wealth Strategies Group, Inc.1,535$202.0K0.07%

Sold out (81)

Institutions that held Cloudflare, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of NET in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Pathway Capital Management, LP213,989$24.1M
GAM Holding AG166,523$18.8M
Truxt Investmentos Ltda.163,400$18.4M
Fred Alger Management, LLC150,733$17.0M
AO Asset Management, LP125,000$14.1M
StepStone Group LP115,395$13.0M
Adams Street Partners LLC109,104$12.3M
Mission Creek Capital Partners, Inc.105,124$11.8M
Ma Investment Partnership, LP100,000$11.3M
AlpInvest Partners B.V.75,005$8.45M
Strategic Wealth Advisors Group, LLC65,034$7.33M
HarbourVest Partners LLC65,004$7.32M
Brevan Howard Capital Management LP51,390$5.79M
Pinkerton Retirement Specialists, LLC51,372$5.79M
Polar Capital Holdings Plc50,053$5.64M
Clal Insurance Enterprises Holdings Ltd50,000$5.63M
Totem Point Management, LLC47,239$5.32M
AMP Capital Investors Ltd44,785$5.04M
Simplex Trading, LLC40,516$4.23M
Piershale Financial Group, Inc.33,689$3.79M
Light Street Capital Management, LLC27,700$3.12M
Wealthstar Advisors, LLC26,662$3.00M
Brookstone Capital Management18,441$2.94M
Delta Investment Management, LLC21,325$2.40M
Graticule Asia Macro Advisors LLC17,850$2.01M
Holocene Advisors, LP17,242$1.94M
Capital Impact Advisors, LLC16,834$1.90M
Twin Tree Management, LP14,704$1.66M
Ramiah Investment Group14,482$1.63M
Mutual Advisors, LLC13,704$1.54M
CX Institutional12,504$1.41M
Davide Leone & Partners Investment Co Ltd.11,350$1.28M
Fortis Capital Management LLC10,020$1.13M
Martingale Asset Management L P8,866$999.0K
First Heartland Consultants, Inc.8,069$909.0K
Mark Stevens7,987$900.0K
Oxinas Partners Wealth Management LLC7,340$827.0K
Brown Advisory Inc7,092$799.0K
Camarda Financial Advisors, LLC6,424$724.0K
EWG Elevate Inc.5,886$663.0K
Barber Financial Group, Inc.5,421$611.0K
Sciencast Management LP3,928$610.0K
Cornerstone Partners Capital Management, LLC5,180$584.0K
K.J. Harrison & Partners Inc4,000$453.0K
Level Four Advisory Services, LLC3,925$442.0K
Quilter Plc3,706$418.0K
IHT Wealth Management, LLC3,446$388.0K
Calton & Associates, Inc.3,372$379.0K
Johnson Midwest Financial, LLC3,159$356.0K
SkyOak Wealth, LLC3,049$343.0K
Commerzbank Aktiengesellschaft3,000$338.0K
Vigilare Wealth Management2,915$328.0K
Meristem Family Wealth, LLC2,651$299.0K
Winton Group Ltd2,623$295.0K
Koss-Olinger Consulting, LLC2,520$284.0K
O'Neil Global Advisors, Inc.2,506$282.0K
First Pacific Advisors, LP2,473$279.0K
DFPG Investments, LLC1,569$259.0K
Sawtooth Solutions, LLC2,250$253.0K
Galvin, Gaustad & Stein, LLC2,167$244.0K
Gladstone Institutional Advisory LLC2,118$239.0K
Full Sail Capital, LLC2,000$225.0K
Compagnie Lombard Odier SCmA1,900$214.0K
Gerber Kawasaki Wealth & Investment Management1,381$155.0K
Brewin Dolphin Ltd1,366$153.9K
O'Shaughnessy Asset Management, LLC1,191$134.0K
Jacobi Capital Management LLC882$99.0K
Atticus Wealth Management, LLC727$82.0K
Pinz Capital Management, LP600$67.0K
Arkadios Wealth Advisors417$46.0K
Global Retirement Partners, LLC165$19.0K
Pacitti Group Inc.100$11.0K
Meridian Wealth Partners, LLC81$9.00K
Syverson Strege & Co40$5.00K
Agf Investments Inc.33$4.00K
Liberty Wealth Management LLC16$3.00K
Better Money Decisions, LLC29$3.00K
Newton One Investments LLC18$2.00K
Kowal Investment Group, LLC21$2.00K
Farmers & Merchants Investments Inc5$1.00K
Firestone Capital Management10$1.00K

Not filed for Q4 2021 yet (3)

Institutions that held Cloudflare, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NET in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Berman Capital Advisors, LLC7,483$842.0K
World Asset Management Inc3,690$416.0K
B. Metzler seel. Sohn & Co. Holding AG3,688$415.0K