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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, 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
Price T Rowe Associates Inc145,119$17.4M0.00%+8,302+6.1%Added
Liontrust Investment Partners LLP144,000$17.2M0.23%+35,000+32.1%Added
Mizuho Markets Americas LLC139,125$16.7M1.05%−200−0.1%Reduced
Susquehanna International Group, LLP138,086$16.5M0.02%+6,042+4.6%Added
Public Employees Retirement System of Ohio137,863$16.5M0.06%−2,835−2.0%Reduced
Korea Investment CORP135,700$16.2M0.04%+42,800+46.1%Added
GAM Holding AG130,391$15.6M0.77%+130,391New
Jag Capital Management, LLC212,623$14.9M1.49%+212,623New
Nomura Holdings Inc119,408$14.8M0.11%−7,684−6.0%Reduced
Toronto Dominion Bank122,864$14.7M0.02%+65,462+114.0%Added
Voya Investment Management LLC122,150$14.6M0.03%−582−0.5%Reduced
Treasurer of the State of North Carolina120,139$14.4M0.08%−25,510−17.5%Reduced
Fred Alger Management, LLC120,121$14.4M0.05%+120,121New
Bridgewater Associates, LP115,842$13.9M0.06%+115,842New
Handelsbanken Fonder AB113,089$13.5M0.08%−1,919−1.7%Reduced
Asset Management One Co.,Ltd.108,847$13.0M0.05%+5,271+5.1%Added
Marshall Wace, LLP108,384$13.0M0.03%+96,803+835.9%Added
Raymond James & Associates104,553$12.5M0.01%+9,460+9.9%Added
Voloridge Investment Management, LLC102,865$12.3M0.07%−239,124−69.9%Reduced
Nwi Management LP100,000$12.0M2.11%−5,000−4.8%Reduced
Firsthand Capital Management, Inc.100,000$12.0M6.22%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)96,233$11.5M0.06%+14,863+18.3%Added
Storebrand Asset Management AS95,970$11.5M0.05%−29,081−23.3%Reduced
Ensign Peak Advisors, Inc91,816$11.0M0.02%−123,455−57.3%Reduced
Royal London Asset Management Ltd90,963$10.9M0.04%+3,321+3.8%Added
Miura Global Management, LLC90,000$10.8M3.50%−10,000−10.0%Reduced
Man Group plc89,645$10.7M0.04%+39,994+80.6%Added
Exchange Traded Concepts, LLC88,103$10.5M0.21%+19,447+28.3%Added
Pictet Asset Management SA87,164$10.4M0.01%+8,568+10.9%Added
Worldquant Millennium Advisors LLC84,214$10.1M0.25%−100,405−54.4%Reduced
Sentinel Trust Co Lba83,818$10.0M1.21%−611−0.7%Reduced
Renaissance Capital LLC82,223$9.84M4.18%−23,144−22.0%Reduced
Jasper Ridge Partners, L.P.81,933$9.81M0.48%00.0%Unchanged
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund80,428$9.63M0.09%+8,500+11.8%Added
Russell Investments Group, Ltd.78,505$9.60M0.02%−5,664−6.7%Reduced
LPL Financial LLC79,976$9.57M0.01%−6,065−7.0%Reduced
Forsta Ap-Fonden78,600$9.41M0.11%+32,200+69.4%Added
Oregon Public Employees Retirement Fund75,868$9.08M0.09%+2,541+3.5%Added
Wolverine Asset Management LLC72,559$8.69M0.11%−247,852−77.4%Reduced
Alpha Square Group S, LLC71,600$8.57M1.16%+71,600New
Prospera Financial Services Inc71,575$8.57M0.36%+61+0.1%Added
Arizona State Retirement System71,395$8.55M0.07%+6,460+9.9%Added
Prescott Group Capital Management, L.L.C.71,228$8.53M2.18%+30,000+72.8%Added
Kames Capital plc70,288$8.41M0.12%+26,082+59.0%Added
Vontobel Holding Ltd.65,125$8.10M0.07%+1,884+3.0%Added
LGT Group Foundation64,049$7.91M0.19%+14,735+29.9%Added
Stifel Financial Corp64,639$7.74M0.01%+22,621+53.8%Added
Advisor Group Holdings, Inc.69,982$7.50M0.02%+15,155+27.6%Added
Balyasny Asset Management LLC61,472$7.36M0.03%+48,788+384.6%Added
USS Investment Management Ltd60,827$7.28M0.06%+11,075+22.3%Added
Aviva PLC60,279$7.21M0.04%−17,746−22.7%Reduced
Tudor Investment Corp Et Al60,003$7.18M0.19%−76,171−55.9%Reduced
Vestor Capital, LLC59,836$7.16M0.71%−11,724−16.4%Reduced
Jackson Square Capital, LLC59,327$7.10M2.21%−6,842−10.3%Reduced
Freemont Management S.A.58,900$7.05M1.06%+58,900New
Cubist Systematic Strategies, LLC57,009$6.82M0.06%−1,149−2.0%Reduced
AQR Capital Management LLC56,941$6.82M0.01%−28,682−33.5%Reduced
Prudential PLC55,254$6.61M0.10%+11,569+26.5%Added
Nomura Asset Management Co Ltd53,180$6.37M0.03%+7,100+15.4%Added
Caisse de Depot Et Placement du Quebec52,900$6.33M0.01%+2,600+5.2%Added
Teacher Retirement System of Texas52,814$6.32M0.03%−91,301−63.4%Reduced
Federation des caisses Desjardins du Quebec52,610$6.30M0.06%−6,371−10.8%Reduced
Rockefeller Capital Management L.P.52,027$6.23M0.03%−2,970−5.4%Reduced
Blair William & Co50,996$6.10M0.02%−566−1.1%Reduced
TD Asset Management Inc50,892$6.09M0.01%−2,073−3.9%Reduced
HighTower Advisors, LLC49,594$5.94M0.01%+1,412+2.9%Added
Titleist Asset Management, Ltd.48,252$5.78M1.18%+28,720+147.0%Added
DekaBank Deutsche Girozentrale46,532$5.76M0.01%+16,531+55.1%Added
Cambridge Investment Research Advisors, Inc.47,724$5.71M0.03%−17,832−27.2%Reduced
NZS Capital, LLC47,042$5.63M0.57%+27,662+142.7%Added
Skandinaviska Enskilda Banken AB (publ)46,834$5.61M0.03%+4,891+11.7%Added
Utah Retirement Systems46,762$5.60M0.07%−200−0.4%Reduced
AMJ Financial Wealth Management45,560$5.45M2.19%−24,988−35.4%Reduced
SG Americas Securities, LLC44,785$5.36M0.05%+37,602+523.5%Added
Bank Julius Baer & Co. Ltd, Zurich44,391$5.31M0.03%+1,314+3.1%Added
Public Employees Retirement Association of Colorado42,341$5.07M0.02%+576+1.4%Added
Navellier & Associates Inc42,192$5.05M0.86%−1,503−3.4%Reduced
Gulf International Bank (UK) Ltd41,834$5.01M0.07%+300+0.7%Added
Wolverine Trading, LLC39,625$4.93M0.15%+32,995+497.7%Added
Mirae Asset Global Investments Co., Ltd.41,173$4.93M0.01%+17,755+75.8%Added
Natixis40,896$4.90M0.02%−61,189−59.9%Reduced
Vista Equity Partners Management, LLC40,589$4.86M0.04%−110,750−73.2%Reduced
US Bancorp40,323$4.83M0.01%+8,664+27.4%Added
Trexquant Investment LP40,312$4.83M0.23%−39,178−49.3%Reduced
IFM Investors Pty Ltd40,247$4.82M0.07%+8,507+26.8%Added
British Columbia Investment Management Corp40,167$4.81M0.03%−1,558−3.7%Reduced
Tiemann Investment Advisors, LLC40,141$4.80M2.22%+2,322+6.1%Added
Grandeur Peak Global Advisors, LLC39,569$4.74M0.22%+39,569New
NN Investment Partners Holdings N.V.39,229$4.70M0.03%+6,220+18.8%Added
Commonwealth Equity Services, LLC38,857$4.65M0.01%+901+2.4%Added
DnB Asset Management AS38,757$4.64M0.03%−2,255−5.5%Reduced
Gamco Investors, Inc. Et Al38,611$4.62M0.04%+10,896+39.3%Added
Hidden Lake Asset Management LP38,270$4.58M2.10%+38,270New
O'Shares Investment Advisers, LLC37,783$4.52M0.36%+1,409+3.9%Added
Ambassador Advisors, LLC35,796$4.28M0.83%+3,955+12.4%Added
CFM Wealth Partners LLC35,761$4.28M1.02%−954−2.6%Reduced
Swedbank AB35,571$4.26M0.01%−420−1.2%Reduced
Avalon Global Asset Management LLC35,000$4.19M1.57%+35,000New
Hamilton Lane Advisors LLC34,822$4.17M0.93%−6,814−16.4%Reduced
ClariVest Asset Management LLC34,710$4.16M0.16%+100.0%Added