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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
Ensign Peak Advisors, Inc67,238$2.94M0.01%−24,578−26.8%Reduced
Arizona State Retirement System68,569$3.00M0.03%−2,826−4.0%Reduced
Nordea Investment Management AB70,738$3.01M0.00%+56,061+382.0%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund69,628$3.05M0.04%−10,800−13.4%Reduced
Davy Global Fund Management Ltd69,756$3.05M0.60%+42,761+158.4%Added
ING Groep NV70,000$3.06M0.04%+70,000New
Prospera Financial Services Inc70,204$3.07M0.16%−1,371−1.9%Reduced
Kames Capital plc70,306$3.08M0.06%+180.0%Added
Grandeur Peak Global Advisors, LLC72,214$3.16M0.20%+32,645+82.5%Added
Jump Financial, LLC73,226$3.20M0.14%+73,226New
Advisor Group Holdings, Inc.75,010$3.30M0.01%+5,028+7.2%Added
LGT Group Foundation77,344$3.38M0.10%+13,295+20.8%Added
Center Lake Capital Management, LLC75,000$3.41M1.72%−175,000−70.0%Reduced
LPL Financial LLC78,693$3.44M0.00%−1,283−1.6%Reduced
Davis-Rea Ltd.80,300$3.51M1.05%+80,300New
Jasper Ridge Partners, L.P.81,933$3.58M0.22%00.0%Unchanged
Sentinel Trust Co Lba83,883$3.67M0.57%+65+0.1%Added
GAM Holding AG85,442$3.74M0.25%−44,949−34.5%Reduced
Pictet Asset Management SA85,703$3.75M0.01%−1,461−1.7%Reduced
Firsthand Capital Management, Inc.90,000$3.94M3.40%−10,000−10.0%Reduced
Royal London Asset Management Ltd90,963$3.98M0.02%00.0%Unchanged
Quantbot Technologies LP97,567$4.27M0.39%+81,415+504.1%Added
Nwi Management LP100,000$4.38M0.92%00.0%Unchanged
Storebrand Asset Management AS101,204$4.43M0.03%+5,234+5.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)103,249$4.52M0.03%+7,016+7.3%Added
Arrowstreet Capital, Limited Partnership103,440$4.53M0.01%+103,440New
Principal Financial Group Inc104,046$4.55M0.00%+69,539+201.5%Added
Asset Management One Co.,Ltd.107,548$4.71M0.02%−1,299−1.2%Reduced
Worldquant Millennium Advisors LLC112,622$4.93M0.14%+28,408+33.7%Added
Neuberger Berman Group LLC112,386$5.03M0.01%−283,076−71.6%Reduced
Raymond James & Associates116,348$5.09M0.00%+11,795+11.3%Added
Voya Investment Management LLC118,520$5.18M0.01%−3,630−3.0%Reduced
Liontrust Investment Partners LLP124,000$5.42M0.08%−20,000−13.9%Reduced
Toronto Dominion Bank124,533$5.45M0.01%+1,669+1.4%Added
Intech Investment Management LLC125,111$5.47M0.03%+125,111New
Squarepoint Ops LLC125,953$5.51M0.05%+125,953New
Renaissance Capital LLC126,389$5.53M2.94%+44,166+53.7%Added
Exchange Traded Concepts, LLC126,793$5.55M0.16%+38,690+43.9%Added
Cubist Systematic Strategies, LLC127,830$5.59M0.04%+70,821+124.2%Added
Miura Global Management, LLC128,000$5.60M3.84%+38,000+42.2%Added
Canada Pension Plan Investment Board131,613$5.76M0.01%+122,700+1,376.6%Added
Stanley-Laman Group, Ltd.132,651$5.80M1.03%+132,651New
Freemont Management S.A.135,100$5.91M1.02%+76,200+129.4%Added
Forte Capital LLC135,512$5.93M1.03%−3,773−2.7%Reduced
Mizuho Markets Americas LLC138,825$6.07M0.48%−300−0.2%Reduced
Public Employees Retirement System of Ohio141,458$6.19M0.03%+3,595+2.6%Added
Treasurer of the State of North Carolina141,806$6.20M0.04%+21,667+18.0%Added
Mass Ave Global Inc.143,120$6.26M3.43%+143,120New
Price T Rowe Associates Inc146,616$6.41M0.00%+1,497+1.0%Added
State of New Jersey Common Pension Fund D150,298$6.58M0.02%−4,117−2.7%Reduced
Man Group plc–$6.59M0.03%––
RPG Investment Advisory, LLC154,804$6.77M1.37%+6,415+4.3%Added
Prescott Group Capital Management, L.L.C.157,066$6.87M1.84%+85,838+120.5%Added
Alliancebernstein L.P.159,744$6.99M0.00%−77,113−32.6%Reduced
Nomura Holdings Inc155,946$7.10M0.06%+36,538+30.6%Added
Dimensional Fund Advisors LP164,230$7.19M0.00%−17,284−9.5%Reduced
12 West Capital Management LP165,000$7.22M0.62%00.0%Unchanged
State of Wisconsin Investment Board174,283$7.63M0.02%−11,484−6.2%Reduced
Eaton Vance Management181,494$7.94M0.01%−1,648−0.9%Reduced
NZS Capital, LLC190,509$8.34M0.89%+143,467+305.0%Added
Allen Investment Management LLC195,490$8.55M0.14%00.0%Unchanged
Jane Street Group, LLC203,995$8.93M0.02%−135,304−39.9%Reduced
Vontobel Holding Ltd.196,417$9.01M0.10%+131,292+201.6%Added
Atika Capital Management LLC209,000$9.14M1.19%−10,000−4.6%Reduced
Alberta Investment Management Corp224,607$9.83M0.07%+70,248+45.5%Added
Qube Research & Technologies Ltd243,435$10.7M0.08%+243,435New
Great West Life Assurance Co255,644$11.2M0.03%+27,801+12.2%Added
Capital Fund Management S.A.257,484$11.3M0.30%+222,968+646.0%Added
HSBC Holdings PLC257,886$11.4M0.02%+80,394+45.3%Added
Credit Suisse AG265,176$11.6M0.01%+17,598+7.1%Added
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund267,237$11.7M0.68%+22,900+9.4%Added
Rhumbline Advisers270,542$11.8M0.02%+36,825+15.8%Added
Envestnet Asset Management Inc270,918$11.9M0.01%+73,537+37.3%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.271,103$11.9M0.05%+10,243+3.9%Added
Privium Fund Management B.V.279,935$12.2M4.14%+14,500+5.5%Added
Wells Fargo & Company286,398$12.5M0.00%+9,357+3.4%Added
State Board of Administration of Florida Retirement System300,714$13.2M0.03%−2,726−0.9%Reduced
UBS Group AG306,510$13.4M0.01%+52,582+20.7%Added
Polar Capital Holdings Plc307,621$13.5M0.08%−279,385−47.6%Reduced
SQN Investors LP309,129$13.5M2.73%−88,357−22.2%Reduced
Gabelli Funds LLC309,670$13.5M0.10%+113,287+57.7%Added
Susquehanna International Group, LLP311,533$13.6M0.03%+173,447+125.6%Added
Berkshire Capital Holdings Inc324,150$14.2M5.45%+83,280+34.6%Added
Wolverine Asset Management LLC324,282$14.2M0.18%+251,723+346.9%Added
New York State Common Retirement Fund330,949$14.5M0.02%−4,417−1.3%Reduced
Citadel Advisors LLC335,397$14.7M0.02%−43,022−11.4%Reduced
Cota Capital Management, LLC336,770$14.7M6.04%00.0%Unchanged
Barclays PLC342,536$15.0M0.02%+80,584+30.8%Added
Whetstone Capital Advisors, LLC350,538$15.3M8.99%+60,473+20.8%Added
Citigroup Inc374,374$16.4M0.02%−11,503−3.0%Reduced
JPMorgan Chase & Co374,764$16.4M0.00%+220,741+143.3%Added
Amundi380,008$17.0M0.01%−224,674−37.2%Reduced
National Pension Service389,360$17.0M0.04%+1,583+0.4%Added
KBC Group NV414,862$18.1M0.09%−410,556−49.7%Reduced
ARK Investment Management LLCSuperinvestorARK Invest324,635$18.2M0.11%+78,858+32.1%Added
California State Teachers Retirement System430,200$18.8M0.03%−2,589−0.6%Reduced
Personal Capital Advisors Corp453,533$19.8M0.10%+140.0%Added
Twin Tree Management, LP472,728$20.7M0.39%+471,699+45,840.5%Added
Long Walk Management LP497,500$21.8M20.99%+207,500+71.6%Added
La Financiere de L'Echiquier505,000$22.1M1.31%+158,300+45.7%Added