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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
Flagship Harbor Advisors, LLC2,006$264.0K0.02%−636−24.1%Reduced
Thrive Wealth Management, LLC2,006$264.0K0.09%+2,006New
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
Evoke Wealth, LLC1,975$260.0K0.01%+1,975New
Teamwork Financial Advisors, LLC1,968$259.0K0.05%−129−6.2%Reduced
Capital Wealth Planning, LLC1,911$252.0K0.01%+1,911New
PFG Advisors1,909$251.0K0.03%−569−23.0%Reduced
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
Next Capital Management LLC1,870$246.0K0.17%−30−1.6%Reduced
Engine No. 1 LLC1,874$246.0K0.05%+1,874New
Cigna Investments Inc1,838$242.0K0.02%+6+0.3%Added
Conway Capital Management, Inc.1,825$240.0K0.14%−775−29.8%Reduced
NinePointTwo Capital1,813$238.0K0.08%+1,813New
Gsa Capital Partners LLP1,788$235.0K0.03%+1,788New
Dai-Ichi Life Insurance Company, Ltd1,767$232.0K0.00%−5,820−76.7%Reduced
ProVise Management Group, LLC1,757$231.0K0.02%−371−17.4%Reduced
Assenagon Asset Management S.A.1,734$228.0K0.00%−701−28.8%Reduced
Checchi Capital Advisers, LLC1,680$221.0K0.02%−100−5.6%Reduced
Thoroughbred Financial Services, LLC1,678$220.0K0.05%+1,678New
Parkwood LLC1,657$218.0K0.04%−3,423−67.4%Reduced
Lombard Odier Asset Management (Switzerland) SA1,637$215.0K0.01%+1,637New
Sender Co & Partners, Inc.1,629$214.0K0.14%+1,629New
AlphaStar Capital Management, LLC2,128$213.0K0.02%+467+28.1%Added
Pinnacle Private Wealth, LLC1,615$212.0K0.07%+1,615New
Atlas Brown,Inc.1,600$210.0K0.08%+1,600New
Cerity Partners LLC1,573$209.0K0.00%+1,573New
Knuff & Co LLC1,558$205.0K0.06%+20+1.3%Added
Bridgewater Advisors Inc.1,551$204.0K0.04%+1,551New
Almanack Investment Partners, LLC.1,544$203.0K0.02%+1,544New
SeaCrest Wealth Management, LLC1,543$203.0K0.02%+1,543New
Pacific Wealth Strategies Group, Inc.1,535$202.0K0.07%+1,535New
Flaharty Asset Management, LLC1,523$200.0K0.04%−409−21.2%Reduced
Adalta Capital Management LLC1,495$197.0K0.09%00.0%Unchanged
Advisors Asset Management, Inc.1,462$192.3K0.00%+822+128.4%Added
Newbridge Financial Services Group, Inc.1,450$191.0K0.09%+92+6.8%Added
Captrust Financial Advisors1,422$187.0K0.00%−768−35.1%Reduced
GraniteShares Advisors LLC1,391$182.0K0.08%+1,391New
Harbour Investments, Inc.1,376$181.0K0.01%−428−23.7%Reduced
KRS Capital Management, LLC1,377$181.0K0.16%+1,377New
Vienna Asset Management LLC1,370$180.0K0.16%+1,370New
Ellevest, Inc.1,343$177.0K0.02%−146−9.8%Reduced
Montag A & Associates Inc1,321$174.0K0.01%+33+2.6%Added
Column Capital Advisors, LLC1,288$169.0K0.03%−35−2.6%Reduced
Assetmark, Inc1,237$163.0K0.00%+1,237New
Harel Insurance Investments & Financial Services Ltd.1,226$161.0K0.00%−59−4.6%Reduced
Koshinski Asset Management, Inc.1,213$159.5K0.01%+60+5.2%Added
Allworth Financial LP1,060$139.0K0.00%00.0%Unchanged
CoreCap Advisors, LLC1,048$138.0K0.01%+1,048New
American Portfolios Advisors1,020$134.1K0.00%−100−8.9%Reduced
Albion Financial Group1,000$132.0K0.01%00.0%Unchanged
Total Clarity Wealth Management, Inc.956$126.0K0.06%−65−6.4%Reduced
First Manhattan Co910$119.0K0.00%00.0%Unchanged
Financial Perspectives, Inc802$105.5K0.05%00.0%Unchanged
Baldwin Brothers Inc800$105.0K0.01%+350+77.8%Added
Canada Pension Plan Investment Board787$104.0K0.00%−292−27.1%Reduced
Manchester Capital Management LLC744$98.0K0.01%+744New
Spire Wealth Management731$96.0K0.00%+463+172.8%Added
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
Syquant Capital SAS600$79.0K0.03%+600New
Credit Agricole S A575$76.0K0.00%+200+53.3%Added
Cullen/Frost Bankers, Inc.537$71.0K0.00%+500+1,351.4%Added
Cedar Wealth Management, LLC532$70.0K0.03%−108−16.9%Reduced
Fifth Third Bancorp535$70.0K0.00%+500+1,428.6%Added
James Investment Research Inc515$68.0K0.01%−360−41.1%Reduced
NEXT Financial Group, Inc482$63.0K0.00%−3−0.6%Reduced
Howe & Rusling Inc475$62.0K0.01%+475New
Sandy Spring Bank461$61.0K0.00%+40+9.5%Added
Pacer Advisors, Inc.453$60.0K0.00%+453New
BerganKDV Wealth Management, LLC430$57.0K0.01%+4+0.9%Added
BDO Wealth Advisors, LLC435$57.0K0.01%+25+6.1%Added
Quent Capital, LLC400$53.0K0.01%+400New
Glen Eagle Advisors, LLC383$50.4K0.01%−74−16.2%Reduced
Hudock, Inc.378$49.0K0.01%−151−28.5%Reduced
HM Payson & Co365$48.0K0.00%+365New
Laurel Wealth Advisors LLC360$47.0K0.01%00.0%Unchanged
Rockbridge Investment Management, LCC357$47.0K0.01%+357New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC330$43.0K0.00%00.0%Unchanged
HBK Sorce Advisory LLC224,986$42.0K0.00%+500.0%Added
Rise Advisors, LLC319$41.9K0.04%+319New
Meeder Asset Management Inc296$39.0K0.00%−6,045−95.3%Reduced
Stonehage Fleming Financial Services Holdings Ltd301$39.0K0.00%+301New
TSFG, LLC286$38.0K0.01%−1,274−81.7%Reduced
Brown Brothers Harriman & Co270$36.0K0.00%00.0%Unchanged
West Branch Capital LLC267$35.0K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC261$34.0K0.01%+261New
Carroll Financial Associates, Inc.229$31.0K0.00%−6−2.6%Reduced
Anchor Investment Management, LLC234$30.8K0.00%−20−7.9%Reduced
Aspire Private Capital, LLC230$30.0K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC225$30.0K0.00%00.0%Unchanged
Asset Dedication, LLC218$29.0K0.00%−120−35.5%Reduced
Central Trust Co200$26.0K0.00%00.0%Unchanged
PrairieView Partners, LLC200$26.0K0.00%00.0%Unchanged
Hanseatic Management Services Inc199$26.0K0.04%00.0%Unchanged
Winch Advisory Services, LLC189$25.0K0.01%−203−51.8%Reduced
Northwestern Mutual Wealth Management Co185$24.0K0.00%−105−36.2%Reduced
Earnest Partners LLC180$24.0K0.00%+180New