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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, Q4 2021

Institutional positions in Cloudflare, Inc. as of Dec 31, 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
681
+64 vs. Q3 2021
Shares held
226.7M
+8.50M (+3.9%) vs. Q3 2021
Total value
$29.8B
+$5.21B (+21.2%) vs. Q3 2021
New holders
145
204 more added
Sold out
81
263 more reduced

3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 681 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 heldQ4 2021: $29.8B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q3 2021.

Institutions holding NET in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Nelson, Van Denburg & Campbell Wealth Management Group, LLC330$43.0K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC360$47.0K0.01%00.0%Unchanged
Rockbridge Investment Management, LCC357$47.0K0.01%+357New
HM Payson & Co365$48.0K0.00%+365New
Hudock, Inc.378$49.0K0.01%−151−28.5%Reduced
Glen Eagle Advisors, LLC383$50.4K0.01%−74−16.2%Reduced
Quent Capital, LLC400$53.0K0.01%+400New
BerganKDV Wealth Management, LLC430$57.0K0.01%+4+0.9%Added
BDO Wealth Advisors, LLC435$57.0K0.01%+25+6.1%Added
Pacer Advisors, Inc.453$60.0K0.00%+453New
Sandy Spring Bank461$61.0K0.00%+40+9.5%Added
Howe & Rusling Inc475$62.0K0.01%+475New
NEXT Financial Group, Inc482$63.0K0.00%−3−0.6%Reduced
James Investment Research Inc515$68.0K0.01%−360−41.1%Reduced
Cedar Wealth Management, LLC532$70.0K0.03%−108−16.9%Reduced
Fifth Third Bancorp535$70.0K0.00%+500+1,428.6%Added
Cullen/Frost Bankers, Inc.537$71.0K0.00%+500+1,351.4%Added
Credit Agricole S A575$76.0K0.00%+200+53.3%Added
Syquant Capital SAS600$79.0K0.03%+600New
Benjamin F. Edwards & Company, Inc.656$86.0K0.00%−6,066−90.2%Reduced
Creative Financial Designs Inc650$86.0K0.01%+100+18.2%Added
Spire Wealth Management731$96.0K0.00%+463+172.8%Added
Manchester Capital Management LLC744$98.0K0.01%+744New
Canada Pension Plan Investment Board787$104.0K0.00%−292−27.1%Reduced
Baldwin Brothers Inc800$105.0K0.01%+350+77.8%Added
Financial Perspectives, Inc802$105.5K0.05%00.0%Unchanged
First Manhattan Co910$119.0K0.00%00.0%Unchanged
Total Clarity Wealth Management, Inc.956$126.0K0.06%−65−6.4%Reduced
Albion Financial Group1,000$132.0K0.01%00.0%Unchanged
American Portfolios Advisors1,020$134.1K0.00%−100−8.9%Reduced
CoreCap Advisors, LLC1,048$138.0K0.01%+1,048New
Allworth Financial LP1,060$139.0K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.1,213$159.5K0.01%+60+5.2%Added
Harel Insurance Investments & Financial Services Ltd.1,226$161.0K0.00%−59−4.6%Reduced
Assetmark, Inc1,237$163.0K0.00%+1,237New
Column Capital Advisors, LLC1,288$169.0K0.03%−35−2.6%Reduced
Montag A & Associates Inc1,321$174.0K0.01%+33+2.6%Added
Ellevest, Inc.1,343$177.0K0.02%−146−9.8%Reduced
Vienna Asset Management LLC1,370$180.0K0.16%+1,370New
Harbour Investments, Inc.1,376$181.0K0.01%−428−23.7%Reduced
KRS Capital Management, LLC1,377$181.0K0.16%+1,377New
GraniteShares Advisors LLC1,391$182.0K0.08%+1,391New
Captrust Financial Advisors1,422$187.0K0.00%−768−35.1%Reduced
Newbridge Financial Services Group, Inc.1,450$191.0K0.09%+92+6.8%Added
Advisors Asset Management, Inc.1,462$192.3K0.00%+822+128.4%Added
Adalta Capital Management LLC1,495$197.0K0.09%00.0%Unchanged
Flaharty Asset Management, LLC1,523$200.0K0.04%−409−21.2%Reduced
Pacific Wealth Strategies Group, Inc.1,535$202.0K0.07%+1,535New
Almanack Investment Partners, LLC.1,544$203.0K0.02%+1,544New
SeaCrest Wealth Management, LLC1,543$203.0K0.02%+1,543New
Bridgewater Advisors Inc.1,551$204.0K0.04%+1,551New
Knuff & Co LLC1,558$205.0K0.06%+20+1.3%Added
Cerity Partners LLC1,573$209.0K0.00%+1,573New
Atlas Brown,Inc.1,600$210.0K0.08%+1,600New
Pinnacle Private Wealth, LLC1,615$212.0K0.07%+1,615New
AlphaStar Capital Management, LLC2,128$213.0K0.02%+467+28.1%Added
Sender Co & Partners, Inc.1,629$214.0K0.14%+1,629New
Lombard Odier Asset Management (Switzerland) SA1,637$215.0K0.01%+1,637New
Parkwood LLC1,657$218.0K0.04%−3,423−67.4%Reduced
Thoroughbred Financial Services, LLC1,678$220.0K0.05%+1,678New
Checchi Capital Advisers, LLC1,680$221.0K0.02%−100−5.6%Reduced
Assenagon Asset Management S.A.1,734$228.0K0.00%−701−28.8%Reduced
ProVise Management Group, LLC1,757$231.0K0.02%−371−17.4%Reduced
Dai-Ichi Life Insurance Company, Ltd1,767$232.0K0.00%−5,820−76.7%Reduced
Gsa Capital Partners LLP1,788$235.0K0.03%+1,788New
NinePointTwo Capital1,813$238.0K0.08%+1,813New
Conway Capital Management, Inc.1,825$240.0K0.14%−775−29.8%Reduced
Cigna Investments Inc1,838$242.0K0.02%+6+0.3%Added
Next Capital Management LLC1,870$246.0K0.17%−30−1.6%Reduced
Engine No. 1 LLC1,874$246.0K0.05%+1,874New
Snowden Capital Advisors LLC1,890$248.0K0.01%−166−8.1%Reduced
Capital Investment Advisory Services, LLC1,885$248.0K0.03%−50−2.6%Reduced
PFG Advisors1,909$251.0K0.03%−569−23.0%Reduced
Capital Wealth Planning, LLC1,911$252.0K0.01%+1,911New
Teamwork Financial Advisors, LLC1,968$259.0K0.05%−129−6.2%Reduced
Evoke Wealth, LLC1,975$260.0K0.01%+1,975New
Livforsakringsbolaget Skandia, Omsesidigt2,000$263.0K0.02%−1,200−37.5%Reduced
O'Brien Greene & Co. Inc2,000$263.0K0.09%00.0%Unchanged
Diversified Trust Co1,997$263.0K0.01%+1,997New
Sterling Investment Advisors, Ltd.2,010$264.0K0.07%−500−19.9%Reduced
Flagship Harbor Advisors, LLC2,006$264.0K0.02%−636−24.1%Reduced
Thrive Wealth Management, LLC2,006$264.0K0.09%+2,006New
Sanders Morris Harris LLC2,043$269.0K0.05%−1,900−48.2%Reduced
Stratos Wealth Partners, LTD.2,055$270.0K0.01%+7+0.3%Added
Wealthcare Advisory Partners LLC2,066$272.0K0.02%+120+6.2%Added
Baxter Bros Inc2,100$276.0K0.04%00.0%Unchanged
Wedbush Securities Inc2,106$277.0K0.01%+2,106New
B. Riley Wealth Management, Inc.2,125$279.0K0.02%−1,344−38.7%Reduced
ASB Consultores, LLC2,164$285.0K0.14%+2,164New
AIA Group Ltd2,185$287.0K0.01%00.0%Unchanged
LGT Fund Management Co Ltd.2,200$289.0K0.08%+2,200New
Institute for Wealth Management, LLC.2,235$294.0K0.05%+2,235New
Rehmann Capital Advisory Group2,242$294.8K0.03%−619−21.6%Reduced
Parallel Advisors, LLC2,271$299.0K0.01%−585−20.5%Reduced
Trustcore Financial Services, LLC2,286$301.0K0.03%−1,148−33.4%Reduced
CWM, LLC2,290$301.0K0.00%+2,290New
Barings LLC2,309$303.0K0.01%−106−4.4%Reduced
Stratos Wealth Advisors, LLC2,303$303.0K0.02%00.0%Unchanged
Whittier Trust Co2,349$309.0K0.01%00.0%Unchanged
Forum Financial Management, LP–$313.0K0.02%–New