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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
Bayesian Capital Management, LP2,400$316.0K0.10%+2,400New
Resources Investment Advisors, LLC.2,407$317.0K0.01%−1,286−34.8%Reduced
Independent Financial Group, LLC2,415$317.6K0.03%+2,415New
Moody Lynn & Lieberson, LLC2,415$318.0K0.02%−27,820−92.0%Reduced
Exane Derivatives2,463$323.9K0.08%+2,460+82,000.0%Added
Vestmark Advisory Solutions, Inc.2,482$326.0K0.02%00.0%Unchanged
NewEdge Wealth, LLC2,482$326.0K0.01%00.0%Unchanged
City State Bank2,510$330.0K0.20%+2,510New
Ironsides Asset Advisors, LLC2,523$332.0K0.09%−20−0.8%Reduced
Asahi Life Asset Management Co., Ltd.2,540$334.0K0.04%−960−27.4%Reduced
Lincoln National Corp2,567$338.0K0.01%−378−12.8%Reduced
Change Path, LLC2,585$340.0K0.02%+83+3.3%Added
SevenOneSeven Capital Management2,622$345.0K0.68%−822−23.9%Reduced
Swiss Life Asset Management Ltd2,684$352.9K0.00%00.0%Unchanged
Belpointe Asset Management LLC2,697$355.0K0.02%−536−16.6%Reduced
Avantax Advisory Services, Inc.2,721$358.0K0.01%−479−15.0%Reduced
Harvest Fund Management Co., Ltd2,706$361.0K0.06%−319−10.5%Reduced
Advisory Resource Group3,751$362.0K0.12%+855+29.5%Added
Pitcairn Co2,828$372.0K0.02%+297+11.7%Added
Redpoint Investment Management Pty Ltd2,841$374.0K0.03%−1,795−38.7%Reduced
Householder Group Estate & Retirement Specialist, LLC2,964$390.0K0.15%+2,964New
International Assets Investment Management, LLC2,987$393.0K0.07%+104+3.6%Added
Eqis Capital Management, Inc.2,987$393.0K0.03%+151+5.3%Added
Farmers Trust Co3,000$395.0K0.08%00.0%Unchanged
Edmond de Rothschild Holding S.A.3,031$399.0K0.01%−8,820−74.4%Reduced
Kingsview Wealth Management, LLC3,036$399.0K0.02%−264−8.0%Reduced
Cetera Advisor Networks LLC3,079$405.0K0.00%+689+28.8%Added
Cetera Advisors LLC3,088$406.0K0.01%+540+21.2%Added
Ashton Thomas Private Wealth, LLC3,109$408.8K0.04%+3,109New
Apollon Wealth Management, LLC3,151$414.0K0.03%+471+17.6%Added
Caxton Associates LP3,188$419.0K0.05%+3,188New
First Foundation Advisors3,256$428.0K0.01%−46−1.4%Reduced
Pier 88 Investment Partners LLC3,285$432.0K0.09%−8,880−73.0%Reduced
Doheny Asset Management3,300$434.0K0.30%00.0%Unchanged
Laurel Wealth Advisors, Inc.3,716$438.0K0.03%+1,766+90.6%Added
Integrated Wealth Concepts LLC3,394$446.0K0.01%−72−2.1%Reduced
Archer Investment Corp3,400$447.1K0.15%−1,010−22.9%Reduced
Toroso Investments, LLC3,407$448.0K0.01%−250−6.8%Reduced
Oak Thistle LLC3,410$448.0K0.35%+3,410New
Teza Capital Management LLC3,420$450.0K0.12%+3,420New
Synergy Financial Group, LTD3,421$450.0K0.40%+3,421New
Commerce Bank3,430$451.0K0.00%+214+6.7%Added
Two Sigma Securities, LLC3,430$451.0K0.09%+3,430New
Citizens Financial Group Inc3,442$453.0K0.02%+7+0.2%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main3,485$462.5K0.00%+1,615+86.4%Added
J.W. Cole Advisors, Inc.3,593$472.0K0.03%−424−10.6%Reduced
Seeyond3,618$475.0K0.04%−385−9.6%Reduced
EP Wealth Advisors, LLC3,615$475.0K0.01%−39−1.1%Reduced
Meiji Yasuda Asset Management Co Ltd.3,620$476.0K0.03%−6,890−65.6%Reduced
TD Waterhouse Canada Inc.4,023$479.3K0.00%+4,023New
Yousif Capital Management, LLC3,662$482.0K0.00%+3,662New
WMG Financial Advisors, LLC3,700$487.0K0.38%+3,700New
Independent Solutions Wealth Management, LLC3,760$494.4K0.12%+244+6.9%Added
Pekin Hardy Strauss, Inc.3,796$499.0K0.07%+32+0.9%Added
National Asset Management, Inc.3,854$507.0K0.01%−1,394−26.6%Reduced
Prelude Capital Management, LLC3,883$511.0K0.03%+3,883New
CIBC Private Wealth Group, LLC3,941$518.0K0.00%00.0%Unchanged
Texas Treasury Safekeeping Trust Co3,963$521.0K0.17%00.0%Unchanged
Gateway Advisory, LLC3,977$523.0K0.11%−331−7.7%Reduced
Pensionfund DSM Netherlands4,000$526.0K0.06%00.0%Unchanged
Hill Island Financial LLC3,997$526.0K0.19%+3,997New
Financial Architects, Inc4,037$531.0K0.07%−947−19.0%Reduced
Buckingham Strategic Wealth, LLC4,095$538.0K0.01%−1,036−20.2%Reduced
Kalos Management, Inc.2,611$539.0K0.15%+215+9.0%Added
Seaport Global Advisors, LLC4,126$543.0K0.75%+4,126New
Intrust Bank NA4,215$555.0K0.07%+309+7.9%Added
IBM Retirement Fund4,300$565.0K0.07%−2,806−39.5%Reduced
Dynamic Advisor Solutions LLC4,296$565.0K0.04%−1,031−19.4%Reduced
SlateStone Wealth, LLC4,300$565.0K0.12%00.0%Unchanged
B. Metzler seel. Sohn & Co. AG4,347$579.0K0.01%+4,347New
Moneta Group Investment Advisors LLC4,608$606.0K0.02%+312+7.3%Added
Avestar Capital, LLC4,640$610.0K0.11%−9,420−67.0%Reduced
Moseley Investment Management Inc4,710$619.0K0.28%−542−10.3%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.4,642$621.0K0.01%+4,642New
Steward Partners Investment Advisory, LLC4,746$624.0K0.01%+1,392+41.5%Added
Graham Capital Management, L.P.4,746$624.0K0.03%+4,746New
Financial Management Network Inc5,448$626.0K0.29%−1,021−15.8%Reduced
American International Group, Inc.4,784$629.0K0.00%−166−3.4%Reduced
Penserra Capital Management LLC4,838$635.0K0.01%−60,841−92.6%Reduced
Nwam LLC4,914$646.0K0.05%−50−1.0%Reduced
Arete Wealth Advisors, LLC5,163$652.0K0.06%−751−12.7%Reduced
Chase Investment Counsel Corp4,975$654.0K0.26%−9,155−64.8%Reduced
Black Swift Group, LLC5,000$658.0K0.27%+5,000New
JustInvest LLC5,208$685.0K0.04%+1,306+33.5%Added
Wellington Management Group LLP5,243$689.0K0.00%+5,243New
Global Wealth Management Investment Advisory, Inc.5,268$693.0K0.21%−260−4.7%Reduced
Capital International Sarl5,322$700.0K0.03%+5,322New
Perigon Wealth Management, LLC5,352$704.0K0.05%−3,464−39.3%Reduced
Cutler Group LP5,397$709.0K0.05%+5,397New
Tokio Marine Asset Management Co Ltd5,397$710.0K0.06%+1,735+47.4%Added
Van Hulzen Asset Management, LLC5,465$719.0K0.08%−575−9.5%Reduced
Comerica Bank8,562$726.0K0.01%+637+8.0%Added
Acadian Asset Management LLC5,620$737.0K0.00%+5,432+2,889.4%Added
Spearhead Capital Advisors, LLC5,706$750.0K0.09%+25+0.4%Added
Kayne Anderson Rudnick Investment Management LLC5,735$754.0K0.00%+20.0%Added
Park Avenue Securities LLC5,747$756.0K0.01%+991+20.8%Added
Brighton Jones LLC5,770$759.0K0.04%+240+4.3%Added
Astrantus Ltd5,796$762.0K0.57%+5,796New
Nauset Wealth Management. LLC5,821$765.0K0.73%+5,821New
Morse Asset Management, Inc5,830$767.0K0.17%−1,255−17.7%Reduced