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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.

Q1 2022 vs. Q4 2021

How the institutions holding Cloudflare, Inc. changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of NET: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders6817641−33
Shares226.7M104.5K234.0M+7.39M (+3.3%)
Value$29.8B$13.7M$28.0B−$1.80B (−6.0%)

7 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (81)

Institutions that held Cloudflare, Inc. at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to NET in Q1 2022
InstitutionSharesValue% of portfolio
Polar Capital Holdings Plc587,006$70.3M0.41%
Alfreton Capital LLP500,000$59.9M39.73%
Peregrine Capital Management LLC370,552$44.4M1.05%
Barclays PLC261,952$31.4M0.03%
GAM Holding AG130,391$15.6M0.77%
Jag Capital Management, LLC212,623$14.9M1.49%
Fred Alger Management, LLC120,121$14.4M0.05%
Bridgewater Associates, LP115,842$13.9M0.06%
Alpha Square Group S, LLC71,600$8.57M1.16%
Freemont Management S.A.58,900$7.05M1.06%
Grandeur Peak Global Advisors, LLC39,569$4.74M0.22%
Hidden Lake Asset Management LP38,270$4.58M2.10%
Avalon Global Asset Management LLC35,000$4.19M1.57%
Taylor Frigon Capital Management LLC31,515$3.77M1.40%
Amalgamated Financial Corp.29,177$3.49M0.03%
Liberty Mutual Group Asset Management Inc.28,010$3.35M0.12%
Financial Engines Advisors L.L.C.22,160$2.65M0.01%
Apollo Management Holdings, L.P.18,118$2.17M0.01%
MetLife Investment Management16,288$1.95M0.01%
Nisa Investment Advisors, LLC14,100$1.69M0.01%
Alpha DNA Investment Management LLC11,218$1.34M0.95%
Twin Capital Management Inc9,970$1.19M0.13%
Simplex Trading, LLC9,952$1.19M0.04%
Corton Capital Inc.9,767$1.17M0.51%
Atria Wealth Solutions, Inc.8,731$1.04M0.02%
Delphia (USA) Inc.6,995$837.0K0.63%
Canvas Wealth Advisors, LLC9,110$817.0K0.30%
Graypoint LLC5,380$644.0K0.06%
Gotham Asset Management, LLC4,955$593.0K0.02%
Level Four Advisory Services, LLC4,713$564.0K0.04%
Jeneq Management, LP4,400$527.0K0.14%
Aquatic Capital Management LLC4,300$515.0K0.77%
Capital Impact Advisors, LLC4,273$511.0K0.37%
MBM Wealth Consultants, LLC4,234$507.0K0.21%
Icapital Wealth LLC4,340$487.6K0.20%
Synovus Financial Corp3,667$439.0K0.00%
Aj Wealth Strategies, LLC3,403$407.0K0.02%
HRT Financial LP2,962$354.0K0.00%
Quantamental Technologies LLC2,873$344.0K0.20%
Procyon Private Wealth Partners, LLC2,828$339.0K0.07%
Vahanian & Associates Financial Planning Inc.2,778$333.0K0.77%
Candriam Luxembourg S.C.A.2,650$317.0K0.00%
Aaron Wealth Advisors36,269$303.0K0.01%
Fund Management at Engine No. 1 LLC2,350$281.0K0.07%
Money Concepts Capital Corp2,237$268.0K0.02%
Western Wealth Management, LLC2,225$266.0K0.01%
Fortis Capital Management LLC2,163$259.0K0.13%
Fiduciary Trust Co2,000$239.0K0.00%
Full Sail Capital, LLC2,000$239.0K0.02%
Bridgefront Capital, LLC1,849$221.0K0.27%
Sawtooth Solutions, LLC1,794$215.0K0.03%
Crossmark Global Holdings, Inc.1,790$215.0K0.00%
Banque Pictet & Cie SA1,728$207.0K0.00%
Ancora Advisors, LLC1,506$180.0K0.00%
Twin Tree Management, LP1,029$123.0K0.00%
Belmont Capital, LLC1,000$120.0K0.12%
TCWP LLC626$74.0K0.01%
San Luis Wealth Advisors LLC454$60.0K0.03%
Mark Sheptoff Financial Planning, LLC395$47.0K0.02%
Proffitt & Goodson Inc350$42.0K0.01%
Brewin Dolphin Wealth Management Ltd260$31.0K0.00%
Riverview Trust Co239$29.0K0.02%
NVWM, LLC133$16.0K0.01%
CVA Family Office, LLC135$16.0K0.00%
Elequin Capital LP132$16.0K0.00%
State of Wyoming132$16.0K0.01%
Hazlett, Burt & Watson, Inc.125$15.0K0.01%
Macroview Investment Management LLC113$14.0K0.02%
Global Retirement Partners, LLC190$10.0K0.00%
GHP Investment Advisors, Inc.75$9.00K0.00%
IndexIQ Advisors LLC39$5.00K0.00%
TCI Wealth Advisors, Inc.13$2.00K0.00%
Lloyd Advisory Services, LLC.20$2.00K0.00%
Wolff Wiese Magana LLC15$2.00K0.00%
Bogart Wealth, LLC6$1.00K0.00%
PEAK6 Investments LLC3$1.00K0.00%
Liberty One Investment Management, LLC11$1.00K0.00%
Cordant, Inc.5$1.00K0.00%
Marquette Asset Management, LLC4$00.00%
Disciplined Investments, LLC3$00.00%
SJS Investment Consulting Inc.1$00.00%

Sold out (114)

Institutions that held Cloudflare, Inc. at the end of Q4 2021 and filed for Q1 2022 without it.

Showing the largest 100 of 114 by value.

Institutions that sold out of NET in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Whale Rock Capital Management LLC1,130,399$148.6M
Lord, Abbett & Co. LLC371,938$48.9M
Ardevora Asset Management LLP371,600$48.9M
Rovida Advisors Inc.351,400$46.2M
Hitchwood Capital Management LP325,000$42.7M
ThornTree Capital Partners LP271,022$35.6M
Tiger Global Management LLCSuperinvestorTiger Global Management175,000$23.0M
Qube Research & Technologies Ltd148,802$19.6M
Sander Capital Advisors Inc112,179$14.8M
Stony Point Capital LLC95,748$12.6M
Armistice Capital, LLC69,000$9.07M
Ergoteles LLC59,883$7.88M
Telemark Asset Management, LLC50,000$6.58M
Arrowstreet Capital, Limited Partnership44,489$5.85M
Squarepoint Ops LLC41,466$5.45M
Hampton Road Capital Management LP37,930$4.99M
Tenere Capital LLC35,500$4.67M
Jump Financial, LLC29,239$3.85M
Hartline Investment Corp25,141$3.31M
Polar Asset Management Partners Inc.23,200$3.05M
Engineers Gate Manager LP23,082$3.04M
Duality Advisers, LP20,348$2.68M
Blueshift Asset Management, LLC20,251$2.66M
Y-Intercept (Hong Kong) Ltd18,844$2.48M
AlphaCrest Capital Management LLC18,114$2.38M
Interval Partners, LP18,000$2.37M
Livingston Group Asset Management CO (operating as Southport Capital Management)17,739$2.33M
Metropolitan Life Insurance Co16,507$2.17M
SG3 Management, LLC15,000$1.97M
ExodusPoint Capital Management, LP14,454$1.90M
Seven Eight Capital, LP14,384$1.89M
Point72 Hong Kong Ltd14,018$1.84M
Dynamic Technology Lab Private Ltd12,997$1.71M
Crawford Lake Capital Management, LLC11,541$1.52M
Triasima Portfolio Management inc.11,400$1.50M
M&G Investment Management Ltd10,282$1.36M
Leverage Partners Absolute Return Fund SPC10,000$1.31M
Old Well Partners, LLC9,240$1.22M
Jefferies Group LLC8,520$1.12M
Echo Street Capital Management LLC8,374$1.10M
New Millennium Group LLC7,345$966.0K
FORA Capital, LLC7,324$963.0K
Boulder Hill Capital Management LP7,300$960.0K
Castle Rock Wealth Management, LLC10,464$927.0K
GWM Advisors LLC7,001$921.0K
CloudAlpha Capital Management Limited/Hong Kong7,000$920.0K
Glenmede Trust Co NA5,988$786.0K
Morse Asset Management, Inc5,830$767.0K
Wellington Management Group LLP5,243$689.0K
Black Swift Group, LLC5,000$658.0K
Chase Investment Counsel Corp4,975$654.0K
Graham Capital Management, L.P.4,746$624.0K
Dynamic Advisor Solutions LLC4,296$565.0K
Kalos Management, Inc.2,611$539.0K
Financial Architects, Inc4,037$531.0K
Pensionfund DSM Netherlands4,000$526.0K
Gateway Advisory, LLC3,977$523.0K
Prelude Capital Management, LLC3,883$511.0K
Teza Capital Management LLC3,420$450.0K
Doheny Asset Management3,300$434.0K
Caxton Associates LP3,188$419.0K
Redpoint Investment Management Pty Ltd2,841$374.0K
Resources Investment Advisors, LLC.2,407$317.0K
Bayesian Capital Management, LP2,400$316.0K
Barings LLC2,309$303.0K
Stratos Wealth Advisors, LLC2,303$303.0K
Rehmann Capital Advisory Group2,242$294.8K
Wedbush Securities Inc2,106$277.0K
Diversified Trust Co1,997$263.0K
O'Brien Greene & Co. Inc2,000$263.0K
Teamwork Financial Advisors, LLC1,968$259.0K
Capital Wealth Planning, LLC1,911$252.0K
PFG Advisors1,909$251.0K
Engine No. 1 LLC1,874$246.0K
Conway Capital Management, Inc.1,825$240.0K
ProVise Management Group, LLC1,757$231.0K
Thoroughbred Financial Services, LLC1,678$220.0K
Lombard Odier Asset Management (Switzerland) SA1,637$215.0K
Sender Co & Partners, Inc.1,629$214.0K
Cerity Partners LLC1,573$209.0K
Almanack Investment Partners, LLC.1,544$203.0K
SeaCrest Wealth Management, LLC1,543$203.0K
Flaharty Asset Management, LLC1,523$200.0K
Advisors Asset Management, Inc.1,462$192.3K
GraniteShares Advisors LLC1,391$182.0K
KRS Capital Management, LLC1,377$181.0K
Assetmark, Inc1,237$163.0K
CoreCap Advisors, LLC1,048$138.0K
Total Clarity Wealth Management, Inc.956$126.0K
Syquant Capital SAS600$79.0K
James Investment Research Inc515$68.0K
Howe & Rusling Inc475$62.0K
Pacer Advisors, Inc.453$60.0K
HM Payson & Co365$48.0K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC330$43.0K
TSFG, LLC286$38.0K
EverSource Wealth Advisors, LLC261$34.0K
Hanseatic Management Services Inc199$26.0K
Gradient Investments LLC100$13.0K
Henrickson Nauta Wealth Advisors, Inc.139$13.0K

Not filed for Q1 2022 yet (7)

Institutions that held Cloudflare, Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NET in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Andra AP-fonden95,600$12.6M
Vivid Financial Management, Inc.6,656$875.0K
Harbour Investments, Inc.1,376$181.0K
NEXT Financial Group, Inc482$63.0K
Carroll Financial Associates, Inc.229$31.0K
Reilly Financial Advisors, LLC68$9.00K
Bell Investment Advisors, Inc60$8.00K