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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, Q2 2022

Institutional positions in Cloudflare, Inc. as of Jun 30, 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
550
−80 vs. Q1 2022
Shares held
236.4M
+3.00M (+1.3%) vs. Q1 2022
Total value
$10.4B
−$17.5B (−62.9%) vs. Q1 2022
New holders
73
214 more added
Sold out
153
166 more reduced

11 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 550 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 heldQ2 2022: $10.4B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q1 2022.

Institutions holding NET in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Intersect Capital LLC6,951$304.0K0.09%−8−0.1%Reduced
Cresset Asset Management, LLC7,270$313.0K0.00%−6,441−47.0%Reduced
Penserra Capital Management LLC7,181$314.0K0.01%+913+14.6%Added
Motley Fool Asset Management LLC6,364$321.0K0.03%−1,683−20.9%Reduced
Clare Market Investments LLC7,361$322.0K0.14%+7,361New
Crestone Asset Management LLC7,375$323.0K0.08%00.0%Unchanged
Intellectus Partners, LLC7,400$324.0K0.11%+7,400New
Duality Advisers, LP7,471$327.0K0.03%+7,471New
Beacon Investment Advisory Services, Inc.7,606$333.0K0.02%+26+0.3%Added
Guggenheim Capital LLC7,624$334.0K0.00%+1,720+29.1%Added
Moneta Group Investment Advisors LLC7,726$338.0K0.01%+2,947+61.7%Added
Financial Advisory Service, Inc.7,830$343.0K0.04%+100+1.3%Added
Manufacturers Life Insurance Company, The7,988$349.5K0.00%−326−3.9%Reduced
Advisory Resource Group8,021$351.0K0.11%+3,970+98.0%Added
Solstein Capital, LLC8,210$359.0K0.27%00.0%Unchanged
Simplify Asset Management Inc.8,236$360.0K0.05%−4,668−36.2%Reduced
First Republic Investment Management, Inc.8,333$365.0K0.00%−2,870−25.6%Reduced
Robeco Institutional Asset Management B.V.8,532$373.0K0.00%−272−3.1%Reduced
Parsons Capital Management Inc8,692$380.0K0.03%+443+5.4%Added
Shell Asset Management Co8,776$384.0K0.01%+322+3.8%Added
IFP Advisors, Inc14,392$385.0K0.01%−13,913−49.2%Reduced
Nicholas Investment Partners, LP8,804$385.0K0.04%+8,804New
The PNC Financial Services Group, Inc.8,962$393.0K0.00%+59+0.7%Added
Impax Asset Management Group plc9,080$397.0K0.00%+1,603+21.4%Added
Global Wealth Management Investment Advisory, Inc.9,218$403.0K0.14%+1,875+25.5%Added
Pearl River Capital, LLC9,265$405.0K0.10%+9,265New
Caas Capital Management LP9,311$407.0K0.06%00.0%Unchanged
M&T Bank Corp9,897$416.0K0.00%+1,478+17.6%Added
Pitcairn Co9,594$420.0K0.04%+1,752+22.3%Added
CWM Advisors, LLC9,698$424.0K0.06%−821−7.8%Reduced
Malaga Cove Capital, LLC9,689$424.0K0.24%00.0%Unchanged
Citizens Financial Group Inc9,729$426.0K0.02%+1,163+13.6%Added
Proequities, Inc.9,879$432.0K0.04%+3,377+51.9%Added
Twin Capital Management Inc9,970$436.0K0.06%00.0%Unchanged
Corient Capital Partners, LLC10,014$438.0K0.03%−20.0%Reduced
Steel Peak Wealth Management LLC10,000$438.0K0.03%00.0%Unchanged
Geneos Wealth Management Inc.9,800$449.0K0.02%−455−4.4%Reduced
Kestra Private Wealth Services, LLC10,317$451.0K0.03%+895+9.5%Added
SG Americas Securities, LLC10,332$452.0K0.01%−34,453−76.9%Reduced
Sigma Planning Corp10,331$452.0K0.02%−1,132−9.9%Reduced
Signaturefd, LLC10,524$460.0K0.02%−82−0.8%Reduced
Mirador Capital Partners LP10,582$463.0K0.11%−10.0%Reduced
Avitas Wealth Management LLC10,604$464.0K0.10%+25+0.2%Added
Harvest Investment Services, LLC10,711$468.0K0.36%+4,000+59.6%Added
Kingsview Wealth Management, LLC10,735$470.0K0.02%+6,425+149.1%Added
Dynamic Technology Lab Private Ltd10,760$471.0K0.05%+10,760New
IMC-Chicago, LLC10,819$473.0K0.05%+10,819New
Illinois Municipal Retirement Fund10,913$477.0K0.01%+4,538+71.2%Added
Highland Capital Management, LLC10,956$479.0K0.03%+10,956New
Data Collective II GP, LLC12,700$482.0K2.37%+12,700New
ProShare Advisors LLC11,105$486.0K0.00%−4,595−29.3%Reduced
Lido Advisors, LLC11,329$495.0K0.01%−99−0.9%Reduced
Perpetual Investment Management Ltd11,375$498.0K0.07%00.0%Unchanged
Mariner, LLC11,384$498.0K0.00%+11,384New
Atria Wealth Solutions, Inc.11,464$502.0K0.01%+2,733+31.3%Added
Leonteq Securities AG11,656$509.9K0.02%+2,856+32.5%Added
Parkwood LLC11,841$518.0K0.10%+8,211+226.2%Added
Independent Advisor Alliance12,986$568.0K0.03%+44+0.3%Added
Daiwa Securities Group Inc.13,025$570.0K0.00%−9−0.1%Reduced
Panagora Asset Management Inc13,261$580.0K0.00%+5,030+61.1%Added
Afg Fiduciary Services Limited Partnership13,840$606.0K0.53%+3,139+29.3%Added
Two Sigma Securities, LLC13,921$609.0K0.11%+3,043+28.0%Added
CIBC Asset Management Inc13,973$611.0K0.00%−275−1.9%Reduced
Occudo Quantitative Strategies LP14,567$637.0K0.05%+11,512+376.8%Added
Ropes Wealth Advisors LLC14,739$645.0K0.13%00.0%Unchanged
Cutler Group LP14,785$646.0K0.09%+6,758+84.2%Added
Sumitomo Mitsui DS Asset Management Company, Ltd14,830$649.0K0.02%−571−3.7%Reduced
AlphaCrest Capital Management LLC14,843$649.0K0.03%+14,843New
Blue Barn Wealth, LLC14,927$653.0K0.50%00.0%Unchanged
Nisa Investment Advisors, LLC15,000$656.0K0.01%+900+6.4%Added
Raine Capital LLC15,000$656.3K0.12%00.0%Unchanged
Prudential Financial Inc15,040$658.0K0.00%+9,900+192.6%Added
Raymond James Financial Services Advisors, Inc.15,314$670.0K0.00%−9,868−39.2%Reduced
Centiva Capital, LP15,407$674.0K0.04%+15,407New
Caption Management, LLC15,434$675.0K0.06%+15,434New
Vident Investment Advisory, LLC16,267$706.0K0.02%−2,610−13.8%Reduced
Old Well Partners, LLC16,200$709.0K0.57%+16,200New
Schroder Investment Management Group16,263$711.0K0.00%+3,132+23.9%Added
New York Life Investments Alternatives16,260$711.0K0.65%+2,806+20.9%Added
ARS Investment Partners, LLC16,337$715.0K0.10%00.0%Unchanged
Comerica Bank14,442$716.0K0.01%+5,868+68.4%Added
Corton Capital Inc.16,384$717.0K0.68%+6,617+67.7%Added
JustInvest LLC16,435$719.0K0.03%+2,580+18.6%Added
Grandview Asset Management LLC16,907$740.0K0.41%−149−0.9%Reduced
Creative Planning16,979$742.0K0.00%+7,868+86.4%Added
Victory Capital Management Inc16,997$744.0K0.00%−4,522−21.0%Reduced
Truist Financial Corp17,203$753.0K0.00%−4,580−21.0%Reduced
MetLife Investment Management17,326$758.0K0.01%+1,038+6.4%Added
Pier 88 Investment Partners LLC17,400$761.0K0.18%+3,360+23.9%Added
Draper Asset Management, LLC17,503$766.0K0.91%+1,199+7.4%Added
Westpac Banking Corp17,784$778.0K0.01%00.0%Unchanged
Blueshift Asset Management, LLC17,929$784.0K0.13%+17,929New
Delphia (USA) Inc.18,169$795.0K0.55%+11,174+159.7%Added
Strategic Wealth Advisors Group, LLC15,235$801.0K0.03%+15,235New
Lyell Wealth Management, LP18,416$806.0K0.13%−948−4.9%Reduced
Park Avenue Securities LLC19,217$841.0K0.02%+4,800+33.3%Added
Achmea Investment Management B.V.19,591$857.0K0.03%00.0%Unchanged
Elo Mutual Pension Insurance Co19,603$858.0K0.03%−860−4.2%Reduced
Oppenheimer & Co Inc19,816$867.0K0.02%−5,871−22.9%Reduced
PEAK6 Investments LLC13,353$872.9K0.02%+13,350+445,000.0%Added