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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, 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: $10.3BQ3 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, 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
Simplex Trading, LLC0$00.00%−40,516−100.0%Sold out
Piershale Financial Group, Inc.0$00.00%−33,689−100.0%Sold out
Light Street Capital Management, LLC0$00.00%−27,700−100.0%Sold out
Wealthstar Advisors, LLC0$00.00%−26,662−100.0%Sold out
Brookstone Capital Management0$00.00%−18,441−100.0%Sold out
Delta Investment Management, LLC0$00.00%−21,325−100.0%Sold out
Graticule Asia Macro Advisors LLC0$00.00%−17,850−100.0%Sold out
Holocene Advisors, LP0$00.00%−17,242−100.0%Sold out
Capital Impact Advisors, LLC0$00.00%−16,834−100.0%Sold out
Twin Tree Management, LP0$00.00%−14,704−100.0%Sold out
Ramiah Investment Group0$00.00%−14,482−100.0%Sold out
Mutual Advisors, LLC0$00.00%−13,704−100.0%Sold out
CX Institutional0$00.00%−12,504−100.0%Sold out
Davide Leone & Partners Investment Co Ltd.0$00.00%−11,350−100.0%Sold out
Fortis Capital Management LLC0$00.00%−10,020−100.0%Sold out
Martingale Asset Management L P0$00.00%−8,866−100.0%Sold out
First Heartland Consultants, Inc.0$00.00%−8,069−100.0%Sold out
Mark Stevens0$00.00%−7,987−100.0%Sold out
Oxinas Partners Wealth Management LLC0$00.00%−7,340−100.0%Sold out
Brown Advisory Inc0$00.00%−7,092−100.0%Sold out
Camarda Financial Advisors, LLC0$00.00%−6,424−100.0%Sold out
EWG Elevate Inc.0$00.00%−5,886−100.0%Sold out
Barber Financial Group, Inc.0$00.00%−5,421−100.0%Sold out
Sciencast Management LP0$00.00%−3,928−100.0%Sold out
Cornerstone Partners Capital Management, LLC0$00.00%−5,180−100.0%Sold out
K.J. Harrison & Partners Inc0$00.00%−4,000−100.0%Sold out
Level Four Advisory Services, LLC0$00.00%−3,925−100.0%Sold out
Quilter Plc0$00.00%−3,706−100.0%Sold out
IHT Wealth Management, LLC0$00.00%−3,446−100.0%Sold out
Calton & Associates, Inc.0$00.00%−3,372−100.0%Sold out
Johnson Midwest Financial, LLC0$00.00%−3,159−100.0%Sold out
SkyOak Wealth, LLC0$00.00%−3,049−100.0%Sold out
Commerzbank Aktiengesellschaft0$00.00%−3,000−100.0%Sold out
Vigilare Wealth Management0$00.00%−2,915−100.0%Sold out
Meristem Family Wealth, LLC0$00.00%−2,651−100.0%Sold out
Winton Group Ltd0$00.00%−2,623−100.0%Sold out
Koss-Olinger Consulting, LLC0$00.00%−2,520−100.0%Sold out
O'Neil Global Advisors, Inc.0$00.00%−2,506−100.0%Sold out
First Pacific Advisors, LP0$00.00%−2,473−100.0%Sold out
DFPG Investments, LLC0$00.00%−1,569−100.0%Sold out
Sawtooth Solutions, LLC0$00.00%−2,250−100.0%Sold out
Galvin, Gaustad & Stein, LLC0$00.00%−2,167−100.0%Sold out
Gladstone Institutional Advisory LLC0$00.00%−2,118−100.0%Sold out
Full Sail Capital, LLC0$00.00%−2,000−100.0%Sold out
Gerber Kawasaki Wealth & Investment Management0$00.00%−1,381−100.0%Sold out
Brewin Dolphin Ltd0$00.00%−1,366−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−1,191−100.0%Sold out
Jacobi Capital Management LLC0$00.00%−882−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−727−100.0%Sold out
Pinz Capital Management, LP0$00.00%−600−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−417−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−165−100.0%Sold out
Pacitti Group Inc.0$00.00%−100−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−81−100.0%Sold out
Syverson Strege & Co0$00.00%−40−100.0%Sold out
Agf Investments Inc.0$00.00%−33−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−16−100.0%Sold out
Better Money Decisions, LLC0$00.00%−29−100.0%Sold out
Newton One Investments LLC0$00.00%−18−100.0%Sold out
Kowal Investment Group, LLC0$00.00%−21−100.0%Sold out
Farmers & Merchants Investments Inc0$00.00%−5−100.0%Sold out
Firestone Capital Management0$00.00%−10−100.0%Sold out
Berman Capital Advisors, LLC––––Not filed
World Asset Management Inc––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed