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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
236.2M
+2.79M (+1.2%) vs. Q1 2022
Total value
$10.3B
−$17.5B (−62.9%) vs. Q1 2022
New holders
73
213 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
Natixis20,105$883.0K0.00%−20,791−50.8%Reduced
Eagle Bay Advisors LLC20,190$883.3K0.54%00.0%Unchanged
Sepio Capital, LP20,210$884.0K0.09%+543+2.8%Added
SWS Partners20,348$890.0K0.75%+49+0.2%Added
Lake Street Advisors Group, LLC20,332$890.0K0.06%+20,332New
BBR Partners, LLC20,610$902.0K0.11%00.0%Unchanged
CIBC World Markets Inc.20,689$905.0K0.00%−1,122−5.1%Reduced
Aspiriant, LLC20,913$915.0K0.04%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.21,000$919.0K0.02%00.0%Unchanged
D.A. Davidson & Co.21,253$930.0K0.01%−790−3.6%Reduced
Deane Retirement Strategies, Inc.20,382$933.0K0.58%+20,382New
Seven Eight Capital, LP21,353$934.0K0.38%+21,353New
Maryland State Retirement & Pension System21,508$941.0K0.03%+1,249+6.2%Added
Clear Harbor Asset Management, LLC21,552$943.0K0.13%+490+2.3%Added
Ieq Capital, LLC21,641$946.0K0.03%+3,938+22.2%Added
Swedbank AB22,200$971.3K0.00%−13,371−37.6%Reduced
Lazard Asset Management LLC22,888$1.00M0.00%+2,243+10.9%Added
Standard Life Aberdeen plc22,242$1.02M0.00%−589−2.6%Reduced
Private Advisory Group LLC23,336$1.02M0.23%+23,336New
AtonRa Partners24,264$1.06M0.98%−2,332−8.8%Reduced
Y-Intercept (Hong Kong) Ltd24,680$1.08M0.14%+24,680New
Mackenzie Financial Corp24,961$1.09M0.00%−7,409−22.9%Reduced
Proem Advisors LLC25,000$1.09M7.50%+25,000New
Profund Advisors LLC25,187$1.10M0.07%−179−0.7%Reduced
Cetera Investment Advisers25,240$1.10M0.02%+5,880+30.4%Added
Bridgeway Capital Management, LLC25,420$1.11M0.03%00.0%Unchanged
Kestra Advisory Services, LLC25,528$1.12M0.01%−7,173−21.9%Reduced
Schonfeld Strategic Advisors LLC26,109$1.14M0.01%+12,109+86.5%Added
Nissay Asset Management Corp26,484$1.16M0.01%−2,140−7.5%Reduced
Riggs Asset Managment Co. Inc.27,201$1.19M0.49%−1,148−4.0%Reduced
Meridian Wealth Management, LLC27,200$1.19M0.10%+1,353+5.2%Added
Mercer Global Advisors Inc27,565$1.21M0.01%−601−2.1%Reduced
Los Angeles Capital Management LLC27,666$1.21M0.01%+27,666New
Rafferty Asset Management, LLC28,474$1.25M0.01%+2,399+9.2%Added
Candriam Luxembourg S.C.A.28,641$1.25M0.01%+25,991+980.8%Added
British Columbia Investment Management Corp29,008$1.27M0.01%−11,159−27.8%Reduced
ClariVest Asset Management LLC29,710$1.30M0.06%−5,000−14.4%Reduced
Taylor Frigon Capital Management LLC29,894$1.31M0.68%−1,621−5.1%Reduced
SEI Investments Co31,007$1.31M0.00%+8,314+36.6%Added
Mirae Asset Global Investments Co., Ltd.30,036$1.31M0.00%−11,137−27.0%Reduced
Amalgamated Bank30,778$1.35M0.01%+1,601+5.5%Added
Soltis Investment Advisors LLC31,263$1.37M0.20%−21−0.1%Reduced
Tower Research Capital LLC (TRC)32,448$1.42M0.03%+22,898+239.8%Added
Bank Julius Baer & Co. Ltd, Zurich32,626$1.43M0.01%−11,765−26.5%Reduced
Xponance, Inc.32,610$1.43M0.03%+4,028+14.1%Added
LGT Fund Management Co Ltd.32,887$1.44M0.21%+13,685+71.3%Added
Janus Henderson Group PLC33,407$1.46M0.00%−124,586−78.9%Reduced
Cynosure Management, LLC34,224$1.50M1.47%00.0%Unchanged
APG Asset Management N.V.35,824$1.50M0.00%+22,234+163.6%Added
Hamilton Lane Advisors LLC34,822$1.52M0.59%00.0%Unchanged
Strategic Vision Investment Ltd34,800$1.52M4.46%+24,500+237.9%Added
Banque Cantonale Vaudoise35,009$1.53M0.08%+7,964+29.4%Added
CFM Wealth Partners LLC35,228$1.54M0.46%−533−1.5%Reduced
DekaBank Deutsche Girozentrale35,187$1.58M0.00%−11,345−24.4%Reduced
AE Wealth Management LLC37,450$1.64M0.01%+8,219+28.1%Added
MML Investors Services, LLC37,500$1.64M0.01%+10,904+41.0%Added
AQR Capital Management LLC38,585$1.64M0.00%−18,356−32.2%Reduced
Gamco Investors, Inc. Et Al37,971$1.66M0.02%−640−1.7%Reduced
Teacher Retirement System of Texas38,315$1.68M0.01%−14,499−27.5%Reduced
HighTower Trust Services, LTA8,384$1.68M0.18%+8,384New
Berylson Capital Partners, LLC39,300$1.72M4.65%+39,300New
Jackson Square Capital, LLC39,391$1.72M0.73%−19,936−33.6%Reduced
Tiemann Investment Advisors, LLC40,141$1.76M0.94%00.0%Unchanged
Federation des caisses Desjardins du Quebec41,671$1.82M0.02%−10,939−20.8%Reduced
Public Employees Retirement Association of Colorado41,754$1.83M0.01%−587−1.4%Reduced
Handelsbanken Fonder AB41,781$1.83M0.01%−71,308−63.1%Reduced
Blair William & Co42,067$1.84M0.01%−8,929−17.5%Reduced
IFM Investors Pty Ltd42,083$1.84M0.03%+1,836+4.6%Added
Evercore Wealth Management, LLC43,500$1.90M0.04%−131,324−75.1%Reduced
Gulf International Bank (UK) Ltd41,834$1.92M0.03%00.0%Unchanged
Ambassador Advisors, LLC43,911$1.92M0.43%+8,115+22.7%Added
Harbor Capital Advisors, Inc.44,544$1.95M1.48%+25,888+138.8%Added
US Bancorp44,692$1.96M0.00%+4,369+10.8%Added
Sanders Morris Harris LLC42,746$1.96M0.43%+40,703+1,992.3%Added
Skandinaviska Enskilda Banken AB (publ)45,203$1.98M0.01%−1,631−3.5%Reduced
Prudential PLC45,613$2.00M0.04%−9,641−17.4%Reduced
Verition Fund Management LLC46,889$2.05M0.04%+35,901+326.7%Added
Utah Retirement Systems47,562$2.08M0.03%+800+1.7%Added
Aviva PLC48,616$2.13M0.01%−11,663−19.3%Reduced
Jacob Asset Management of New York LLC49,780$2.18M2.20%+38,296+333.5%Added
Alps Advisors Inc50,584$2.21M0.02%+50,584New
Rockefeller Capital Management L.P.50,680$2.21M0.01%−1,347−2.6%Reduced
TD Asset Management Inc50,842$2.22M0.00%−50−0.1%Reduced
Commonwealth Equity Services, LLC50,957$2.23M0.01%+12,100+31.1%Added
Titleist Asset Management, Ltd.50,962$2.23M0.55%+2,710+5.6%Added
Tudor Investment Corp Et Al52,032$2.28M0.07%−7,971−13.3%Reduced
Cambridge Investment Research Advisors, Inc.52,304$2.29M0.01%+4,580+9.6%Added
Andra AP-fonden52,600$2.30M0.07%+52,600New
Korea Investment CORP52,700$2.31M0.01%−83,000−61.2%Reduced
Nomura Asset Management Co Ltd53,180$2.33M0.01%00.0%Unchanged
DnB Asset Management AS54,216$2.37M0.02%+15,459+39.9%Added
Codex Capital, L.L.C.10,000$2.39M1.46%−10,000−50.0%Reduced
Forsta Ap-Fonden55,900$2.45M0.03%−22,700−28.9%Reduced
USS Investment Management Ltd56,805$2.48M0.02%−4,022−6.6%Reduced
HighTower Advisors, LLC58,330$2.55M0.01%+8,736+17.6%Added
Circle Wealth Management, LLC59,741$2.61M0.42%+38,737+184.4%Added
Stifel Financial Corp60,875$2.66M0.00%−3,764−5.8%Reduced
Heirloom Wealth Management37,778$2.71M2.21%+3,078+8.9%Added
Paloma Partners Management Co64,011$2.80M0.28%+45,469+245.2%Added
Russell Investments Group, Ltd.63,250$2.82M0.01%−15,255−19.4%Reduced