Skip to main content

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, 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: $10.3BQ3 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, 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
Aspiriant, LLC20,913$2.50M0.14%−779−3.6%Reduced
Circle Wealth Management, LLC21,004$2.51M0.33%+5,415+34.7%Added
Clear Harbor Asset Management, LLC21,062$2.52M0.29%+250+1.2%Added
Truist Financial Corp21,783$2.61M0.00%+10,197+88.0%Added
CIBC World Markets Inc.21,811$2.61M0.01%+3,140+16.8%Added
Migdal Insurance & Financial Holdings Ltd.21,000$2.61M0.05%00.0%Unchanged
D.A. Davidson & Co.22,043$2.64M0.03%+108+0.5%Added
Financial Engines Advisors L.L.C.22,160$2.65M0.01%+22,160New
SEI Investments Co22,693$2.69M0.01%+7,904+53.4%Added
Viridian Ria, LLC0$2.72M0.63%−23,436−100.0%Reduced
Standard Life Aberdeen plc22,831$2.84M0.01%−293−1.3%Reduced
Executive Wealth Management, LLC24,547$2.94M0.32%−409−1.6%Reduced
Raymond James Financial Services Advisors, Inc.25,182$3.01M0.01%−6,042−19.4%Reduced
Profund Advisors LLC25,366$3.04M0.13%−2,867−10.2%Reduced
Bridgeway Capital Management, LLC25,420$3.04M0.06%00.0%Unchanged
Oppenheimer & Co Inc25,687$3.08M0.06%−11,628−31.2%Reduced
Meridian Wealth Management, LLC25,847$3.09M0.34%−12,739−33.0%Reduced
Rafferty Asset Management, LLC26,075$3.12M0.02%+5,752+28.3%Added
Aigen Investment Management, LP26,222$3.14M0.54%−17,158−39.6%Reduced
MML Investors Services, LLC26,596$3.18M0.02%+19,726+287.1%Added
AtonRa Partners26,596$3.18M1.73%−10,299−27.9%Reduced
Davy Global Fund Management Ltd26,995$3.23M0.53%+5,414+25.1%Added
Banque Cantonale Vaudoise27,045$3.24M0.14%+3,400+14.4%Added
Parallax Volatility Advisers, L.P.27,397$3.28M0.08%−66,681−70.9%Reduced
PDT Partners, LLC27,400$3.28M0.28%−7,900−22.4%Reduced
Liberty Mutual Group Asset Management Inc.28,010$3.35M0.12%+28,010New
Mercer Global Advisors Inc28,166$3.37M0.02%−1,403−4.7%Reduced
Riggs Asset Managment Co. Inc.28,349$3.39M0.99%−21,681−43.3%Reduced
Xponance, Inc.28,582$3.42M0.06%+1,121+4.1%Added
Nissay Asset Management Corp28,624$3.43M0.03%+2,882+11.2%Added
Amalgamated Bank29,177$3.49M0.03%+5,986+25.8%Added
Amalgamated Financial Corp.29,177$3.49M0.03%+29,177New
AE Wealth Management LLC29,231$3.50M0.02%+3,101+11.9%Added
Capital International Ltd29,992$3.59M0.20%+19,144+176.5%Added
Soltis Investment Advisors LLC31,284$3.75M0.52%+156+0.5%Added
Taylor Frigon Capital Management LLC31,515$3.77M1.40%+31,515New
Mackenzie Financial Corp32,370$3.88M0.01%−6,578−16.9%Reduced
Kestra Advisory Services, LLC32,701$3.91M0.04%+4,517+16.0%Added
Cynosure Management, LLC34,224$4.10M3.30%−9,578−21.9%Reduced
Principal Financial Group Inc34,507$4.13M0.00%−883−2.5%Reduced
Capital Fund Management S.A.34,516$4.13M0.11%−46,879−57.6%Reduced
ClariVest Asset Management LLC34,710$4.16M0.16%+100.0%Added
Hamilton Lane Advisors LLC34,822$4.17M0.93%−6,814−16.4%Reduced
Avalon Global Asset Management LLC35,000$4.19M1.57%+35,000New
Swedbank AB35,571$4.26M0.01%−420−1.2%Reduced
CFM Wealth Partners LLC35,761$4.28M1.02%−954−2.6%Reduced
Ambassador Advisors, LLC35,796$4.28M0.83%+3,955+12.4%Added
O'Shares Investment Advisers, LLC37,783$4.52M0.36%+1,409+3.9%Added
Hidden Lake Asset Management LP38,270$4.58M2.10%+38,270New
Gamco Investors, Inc. Et Al38,611$4.62M0.04%+10,896+39.3%Added
DnB Asset Management AS38,757$4.64M0.03%−2,255−5.5%Reduced
Commonwealth Equity Services, LLC38,857$4.65M0.01%+901+2.4%Added
NN Investment Partners Holdings N.V.39,229$4.70M0.03%+6,220+18.8%Added
Grandeur Peak Global Advisors, LLC39,569$4.74M0.22%+39,569New
Tiemann Investment Advisors, LLC40,141$4.80M2.22%+2,322+6.1%Added
British Columbia Investment Management Corp40,167$4.81M0.03%−1,558−3.7%Reduced
IFM Investors Pty Ltd40,247$4.82M0.07%+8,507+26.8%Added
Trexquant Investment LP40,312$4.83M0.23%−39,178−49.3%Reduced
US Bancorp40,323$4.83M0.01%+8,664+27.4%Added
Vista Equity Partners Management, LLC40,589$4.86M0.04%−110,750−73.2%Reduced
Natixis40,896$4.90M0.02%−61,189−59.9%Reduced
Mirae Asset Global Investments Co., Ltd.41,173$4.93M0.01%+17,755+75.8%Added
Wolverine Trading, LLC39,625$4.93M0.15%+32,995+497.7%Added
Gulf International Bank (UK) Ltd41,834$5.01M0.07%+300+0.7%Added
Navellier & Associates Inc42,192$5.05M0.86%−1,503−3.4%Reduced
Public Employees Retirement Association of Colorado42,341$5.07M0.02%+576+1.4%Added
Bank Julius Baer & Co. Ltd, Zurich44,391$5.31M0.03%+1,314+3.1%Added
SG Americas Securities, LLC44,785$5.36M0.05%+37,602+523.5%Added
AMJ Financial Wealth Management45,560$5.45M2.19%−24,988−35.4%Reduced
Utah Retirement Systems46,762$5.60M0.07%−200−0.4%Reduced
Skandinaviska Enskilda Banken AB (publ)46,834$5.61M0.03%+4,891+11.7%Added
NZS Capital, LLC47,042$5.63M0.57%+27,662+142.7%Added
Cambridge Investment Research Advisors, Inc.47,724$5.71M0.03%−17,832−27.2%Reduced
DekaBank Deutsche Girozentrale46,532$5.76M0.01%+16,531+55.1%Added
Titleist Asset Management, Ltd.48,252$5.78M1.18%+28,720+147.0%Added
HighTower Advisors, LLC49,594$5.94M0.01%+1,412+2.9%Added
TD Asset Management Inc50,892$6.09M0.01%−2,073−3.9%Reduced
Blair William & Co50,996$6.10M0.02%−566−1.1%Reduced
Rockefeller Capital Management L.P.52,027$6.23M0.03%−2,970−5.4%Reduced
Federation des caisses Desjardins du Quebec52,610$6.30M0.06%−6,371−10.8%Reduced
Teacher Retirement System of Texas52,814$6.32M0.03%−91,301−63.4%Reduced
Caisse de Depot Et Placement du Quebec52,900$6.33M0.01%+2,600+5.2%Added
Nomura Asset Management Co Ltd53,180$6.37M0.03%+7,100+15.4%Added
Prudential PLC55,254$6.61M0.10%+11,569+26.5%Added
AQR Capital Management LLC56,941$6.82M0.01%−28,682−33.5%Reduced
Cubist Systematic Strategies, LLC57,009$6.82M0.06%−1,149−2.0%Reduced
Freemont Management S.A.58,900$7.05M1.06%+58,900New
Jackson Square Capital, LLC59,327$7.10M2.21%−6,842−10.3%Reduced
Vestor Capital, LLC59,836$7.16M0.71%−11,724−16.4%Reduced
Tudor Investment Corp Et Al60,003$7.18M0.19%−76,171−55.9%Reduced
Aviva PLC60,279$7.21M0.04%−17,746−22.7%Reduced
USS Investment Management Ltd60,827$7.28M0.06%+11,075+22.3%Added
Balyasny Asset Management LLC61,472$7.36M0.03%+48,788+384.6%Added
Advisor Group Holdings, Inc.69,982$7.50M0.02%+15,155+27.6%Added
Stifel Financial Corp64,639$7.74M0.01%+22,621+53.8%Added
LGT Group Foundation64,049$7.91M0.19%+14,735+29.9%Added
Vontobel Holding Ltd.65,125$8.10M0.07%+1,884+3.0%Added
Kames Capital plc70,288$8.41M0.12%+26,082+59.0%Added
Prescott Group Capital Management, L.L.C.71,228$8.53M2.18%+30,000+72.8%Added
Arizona State Retirement System71,395$8.55M0.07%+6,460+9.9%Added