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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
PrairieView Partners, LLC50$6.00K0.00%−150−75.0%Reduced
Toth Financial Advisory Corp50$6.00K0.00%−40−44.4%Reduced
Pittenger & Anderson Inc50$6.00K0.00%00.0%Unchanged
Hall Laurie J Trustee50$6.00K0.00%00.0%Unchanged
Financial Enhancement Group LLC50$6.00K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.53$6.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC50$6.00K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC51$6.00K0.00%+4+8.5%Added
JFS Wealth Advisors, LLC50$6.00K0.00%+15+42.9%Added
Core Alternative Capital49$6.00K0.00%+39+390.0%Added
Caldwell Trust Co50$5.99K0.00%00.0%Unchanged
BCR Wealth Strategies, LLC43$5.00K0.00%00.0%Unchanged
South State Corp.40$5.00K0.00%00.0%Unchanged
Providence Capital Advisors, LLC40$5.00K0.00%+10+33.3%Added
IndexIQ Advisors LLC39$5.00K0.00%+39New
Lenox Wealth Advisors, LLC40$4.00K0.00%−4−9.1%Reduced
First Horizon Advisors, Inc.34$4.00K0.00%−11−24.4%Reduced
Raffa Wealth Management, LLC28$3.35K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC20$2.00K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC15$2.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.13$2.00K0.00%+13New
Lloyd Advisory Services, LLC.20$2.00K0.00%+20New
Wolff Wiese Magana LLC15$2.00K0.00%+15New
Sutton Wealth Advisors Inc.11$1.32K0.00%−1−8.3%Reduced
Zions Bancorporation, N.A.11$1.00K0.00%−33−75.0%Reduced
Blue Bell Private Wealth Management, LLC5$1.00K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC11$1.00K0.00%00.0%Unchanged
Heritage Wealth Advisors10$1.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC10$1.00K0.00%00.0%Unchanged
Zullo Investment Group, Inc.10$1.00K0.00%00.0%Unchanged
Tyler-Stone Wealth Management7$1.00K0.00%00.0%Unchanged
Bogart Wealth, LLC6$1.00K0.00%+6New
PEAK6 Investments LLC3$1.00K0.00%+3New
Liberty One Investment Management, LLC11$1.00K0.00%+11New
Cordant, Inc.5$1.00K0.00%+5New
Schubert & Co3$00.00%−1−25.0%Reduced
Huntington National Bank2$00.00%00.0%Unchanged
Focused Wealth Management, Inc3$00.00%00.0%Unchanged
Marquette Asset Management, LLC4$00.00%+4New
Disciplined Investments, LLC3$00.00%+3New
SJS Investment Consulting Inc.1$00.00%+1New
Whale Rock Capital Management LLC0$00.00%−1,130,399−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−371,938−100.0%Sold out
Ardevora Asset Management LLP0$00.00%−371,600−100.0%Sold out
Rovida Advisors Inc.0$00.00%−351,400−100.0%Sold out
Hitchwood Capital Management LP0$00.00%−325,000−100.0%Sold out
ThornTree Capital Partners LP0$00.00%−271,022−100.0%Sold out
Tiger Global Management LLCSuperinvestorTiger Global Management0$00.00%−175,000−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−148,802−100.0%Sold out
Sander Capital Advisors Inc0$00.00%−112,179−100.0%Sold out
Stony Point Capital LLC0$00.00%−95,748−100.0%Sold out
Armistice Capital, LLC0$00.00%−69,000−100.0%Sold out
Ergoteles LLC0$00.00%−59,883−100.0%Sold out
Telemark Asset Management, LLC0$00.00%−50,000−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−44,489−100.0%Sold out
Squarepoint Ops LLC0$00.00%−41,466−100.0%Sold out
Hampton Road Capital Management LP0$00.00%−37,930−100.0%Sold out
Tenere Capital LLC0$00.00%−35,500−100.0%Sold out
Jump Financial, LLC0$00.00%−29,239−100.0%Sold out
Hartline Investment Corp0$00.00%−25,141−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−23,200−100.0%Sold out
Engineers Gate Manager LP0$00.00%−23,082−100.0%Sold out
Duality Advisers, LP0$00.00%−20,348−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−20,251−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−18,844−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−18,114−100.0%Sold out
Interval Partners, LP0$00.00%−18,000−100.0%Sold out
Livingston Group Asset Management CO (operating as Southport Capital Management)0$00.00%−17,739−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−16,507−100.0%Sold out
SG3 Management, LLC0$00.00%−15,000−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−14,454−100.0%Sold out
Seven Eight Capital, LP0$00.00%−14,384−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−14,018−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−12,997−100.0%Sold out
Crawford Lake Capital Management, LLC0$00.00%−11,541−100.0%Sold out
Triasima Portfolio Management inc.0$00.00%−11,400−100.0%Sold out
M&G Investment Management Ltd0$00.00%−10,282−100.0%Sold out
Leverage Partners Absolute Return Fund SPC0$00.00%−10,000−100.0%Sold out
Old Well Partners, LLC0$00.00%−9,240−100.0%Sold out
Jefferies Group LLC0$00.00%−8,520−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−8,374−100.0%Sold out
New Millennium Group LLC0$00.00%−7,345−100.0%Sold out
FORA Capital, LLC0$00.00%−7,324−100.0%Sold out
Boulder Hill Capital Management LP0$00.00%−7,300−100.0%Sold out
Castle Rock Wealth Management, LLC0$00.00%−10,464−100.0%Sold out
GWM Advisors LLC0$00.00%−7,001−100.0%Sold out
CloudAlpha Capital Management Limited/Hong Kong0$00.00%−7,000−100.0%Sold out
Glenmede Trust Co NA0$00.00%−5,988−100.0%Sold out
Morse Asset Management, Inc0$00.00%−5,830−100.0%Sold out
Wellington Management Group LLP0$00.00%−5,243−100.0%Sold out
Black Swift Group, LLC0$00.00%−5,000−100.0%Sold out
Chase Investment Counsel Corp0$00.00%−4,975−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−4,746−100.0%Sold out
Dynamic Advisor Solutions LLC0$00.00%−4,296−100.0%Sold out
Kalos Management, Inc.0$00.00%−2,611−100.0%Sold out
Financial Architects, Inc0$00.00%−4,037−100.0%Sold out
Pensionfund DSM Netherlands0$00.00%−4,000−100.0%Sold out
Gateway Advisory, LLC0$00.00%−3,977−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−3,883−100.0%Sold out
Teza Capital Management LLC0$00.00%−3,420−100.0%Sold out