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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, Q1 2022

Institutional positions in Cloudflare, Inc. as of Mar 31, 2022. 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
641
−33 vs. Q4 2021
Shares held
234.0M
+7.39M (+3.3%) vs. Q4 2021
Total value
$28.0B
−$1.80B (−6.0%) vs. Q4 2021
New holders
81
267 more added
Sold out
114
207 more reduced

7 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 641 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 heldQ1 2022: $28.0B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q4 2021.

Institutions holding NET in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Pitcairn Co7,842$939.0K0.08%+5,014+177.3%Added
Cutler Group LP8,027$960.0K0.09%+2,630+48.7%Added
Motley Fool Asset Management LLC8,047$963.0K0.07%−258−3.1%Reduced
Solstein Capital, LLC8,210$983.0K0.65%00.0%Unchanged
Panagora Asset Management Inc8,231$985.0K0.01%−8,682−51.3%Reduced
Parsons Capital Management Inc8,249$987.0K0.07%−500−5.7%Reduced
Manufacturers Life Insurance Company, The8,314$998.1K0.00%+550+7.1%Added
M&T Bank Corp8,419$1.01M0.00%+1,390+19.8%Added
Shell Asset Management Co8,454$1.01M0.02%+442+5.5%Added
National Bank of Canada8,521$1.02M0.00%−556−6.1%Reduced
Citizens Financial Group Inc8,566$1.02M0.04%+5,124+148.9%Added
Private Advisor Group, LLC8,685$1.04M0.01%−1,573−15.3%Reduced
Atria Wealth Solutions, Inc.8,731$1.04M0.02%+8,731New
Leonteq Securities AG8,800$1.05M0.05%−899−9.3%Reduced
Robeco Institutional Asset Management B.V.8,804$1.05M0.00%−6,559−42.7%Reduced
The PNC Financial Services Group, Inc.8,903$1.07M0.00%+2,912+48.6%Added
Canada Pension Plan Investment Board8,913$1.07M0.00%+8,126+1,032.5%Added
Banco Bilbao Vizcaya Argentaria, S.A.8,707$1.08M0.01%+4,065+87.6%Added
Creative Planning9,111$1.09M0.00%+1,383+17.9%Added
Caas Capital Management LP9,311$1.11M0.20%+847+10.0%Added
Avestar Capital, LLC9,370$1.12M0.21%+4,730+101.9%Added
Kestra Private Wealth Services, LLC9,422$1.13M0.06%+1,638+21.0%Added
Tower Research Capital LLC (TRC)9,550$1.14M0.01%−3,838−28.7%Reduced
Laurion Capital Management LP9,621$1.15M0.03%00.0%Unchanged
Malaga Cove Capital, LLC9,689$1.16M0.53%+3,505+56.7%Added
Ferris Capital, LLC9,700$1.16M0.27%00.0%Unchanged
Corton Capital Inc.9,767$1.17M0.51%+9,767New
Simplex Trading, LLC9,952$1.19M0.04%+9,952New
Vestcor Inc9,970$1.19M0.04%−19,860−66.6%Reduced
Twin Capital Management Inc9,970$1.19M0.13%+9,970New
Steel Peak Wealth Management LLC10,000$1.20M0.07%−18−0.2%Reduced
Corient Capital Partners, LLC10,016$1.20M0.08%+22+0.2%Added
Walleye Capital LLC10,144$1.21M0.03%−16,681−62.2%Reduced
Geneos Wealth Management Inc.10,255$1.23M0.05%+152+1.5%Added
Strategic Vision Investment Ltd10,300$1.23M4.50%−5,800−36.0%Reduced
Healthcare of Ontario Pension Plan Trust Fund10,496$1.26M0.00%+105+1.0%Added
CWM Advisors, LLC10,519$1.26M0.15%−471−4.3%Reduced
Avitas Wealth Management LLC10,579$1.27M0.23%−15,025−58.7%Reduced
Mirador Capital Partners LP10,583$1.27M0.26%00.0%Unchanged
Signaturefd, LLC10,606$1.27M0.04%+125+1.2%Added
Afg Fiduciary Services Limited Partnership10,701$1.28M0.90%+1,225+12.9%Added
Two Sigma Securities, LLC10,878$1.30M0.18%+7,448+217.1%Added
Verition Fund Management LLC10,988$1.31M0.03%−10,019−47.7%Reduced
First Republic Investment Management, Inc.11,203$1.34M0.00%−2,193−16.4%Reduced
Alpha DNA Investment Management LLC11,218$1.34M0.95%+11,218New
Perpetual Investment Management Ltd11,375$1.36M0.17%+5,375+89.6%Added
Lido Advisors, LLC11,428$1.37M0.03%+159+1.4%Added
Sigma Planning Corp11,463$1.37M0.04%−15,201−57.0%Reduced
Jacob Asset Management of New York LLC11,484$1.38M0.84%+1,073+10.3%Added
APG Asset Management N.V.13,590$1.46M0.00%−11,200−45.2%Reduced
Virtu Financial LLC12,257$1.47M0.11%−30,324−71.2%Reduced
Capital International Sarl12,625$1.51M0.07%+7,303+137.2%Added
Simplify Asset Management Inc.12,904$1.54M0.17%−1,396−9.8%Reduced
Independent Advisor Alliance12,942$1.55M0.07%−934−6.7%Reduced
Daiwa Securities Group Inc.13,034$1.56M0.01%+1,200+10.1%Added
New York Life Investments Alternatives13,454$1.61M1.12%−6,035−31.0%Reduced
Schroder Investment Management Group13,131$1.63M0.00%+3,993+43.7%Added
Cresset Asset Management, LLC13,711$1.64M0.02%−2,252−14.1%Reduced
JustInvest LLC13,855$1.66M0.08%+8,647+166.0%Added
Schonfeld Strategic Advisors LLC14,000$1.68M0.02%−90,400−86.6%Reduced
Pier 88 Investment Partners LLC14,040$1.68M0.60%+10,755+327.4%Added
Nisa Investment Advisors, LLC14,100$1.69M0.01%+14,100New
CIBC Asset Management Inc14,248$1.71M0.01%+68+0.5%Added
Park Avenue Securities LLC14,417$1.73M0.03%+8,670+150.9%Added
STRS Ohio14,618$1.75M0.01%−8,572−37.0%Reduced
Ropes Wealth Advisors LLC14,739$1.76M0.30%−26−0.2%Reduced
Blue Barn Wealth, LLC14,927$1.79M1.24%00.0%Unchanged
Raine Capital LLC15,000$1.80M0.21%−15,000−50.0%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd15,401$1.84M0.04%+1,456+10.4%Added
Nordea Investment Management AB14,677$1.84M0.00%+2,805+23.6%Added
Victory Capital Management Inc21,519$1.85M0.00%−10,089−31.9%Reduced
ProShare Advisors LLC15,700$1.88M0.00%−4,354−21.7%Reduced
Allstate Corp15,737$1.88M0.05%−7,720−32.9%Reduced
Quantbot Technologies LP16,152$1.93M0.17%−51,873−76.3%Reduced
MetLife Investment Management16,288$1.95M0.01%+16,288New
Draper Asset Management, LLC16,304$1.95M1.62%+1,222+8.1%Added
ARS Investment Partners, LLC16,337$1.96M0.19%−755−4.4%Reduced
Wealthfront Advisers LLC16,606$1.99M0.01%−10,899−39.6%Reduced
Grandview Asset Management LLC17,056$2.04M0.86%−159−0.9%Reduced
Ieq Capital, LLC17,703$2.12M0.05%+994+5.9%Added
Westpac Banking Corp17,784$2.13M0.02%−35,800−66.8%Reduced
Apollo Management Holdings, L.P.18,118$2.17M0.01%+18,118New
Capital International Inc18,332$2.19M0.02%+4,592+33.4%Added
Paloma Partners Management Co18,542$2.22M0.17%−71,334−79.4%Reduced
Harbor Capital Advisors, Inc.18,656$2.23M1.05%+3,124+20.1%Added
Vident Investment Advisory, LLC18,877$2.26M0.06%−7,112−27.4%Reduced
Heirloom Wealth Management34,700$2.30M1.60%+1,610+4.9%Added
Cetera Investment Advisers19,360$2.32M0.03%+13,176+213.1%Added
Lyell Wealth Management, LP19,364$2.32M0.30%+3,076+18.9%Added
Achmea Investment Management B.V.19,591$2.35M0.06%−1,367−6.5%Reduced
Sepio Capital, LP19,667$2.35M0.21%+1,460+8.0%Added
Connor, Clark & Lunn Investment Management Ltd.19,714$2.36M0.01%−113,234−85.2%Reduced
LGT Fund Management Co Ltd.19,202$2.37M0.32%+17,002+772.8%Added
Codex Capital, L.L.C.20,000$2.39M1.47%00.0%Unchanged
Eagle Bay Advisors LLC20,190$2.42M1.98%+2,894+16.7%Added
Maryland State Retirement & Pension System20,259$2.42M0.07%+571+2.9%Added
SWS Partners20,299$2.44M1.60%+4,283+26.7%Added
Elo Mutual Pension Insurance Co20,463$2.45M0.07%+2,948+16.8%Added
BBR Partners, LLC20,610$2.47M0.23%00.0%Unchanged
Lazard Asset Management LLC20,645$2.47M0.00%+1,234+6.4%Added