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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
State of New Jersey Common Pension Fund D150,298$6.58M0.02%−4,117−2.7%Reduced
Price T Rowe Associates Inc146,616$6.41M0.00%+1,497+1.0%Added
Mass Ave Global Inc.143,120$6.26M3.43%+143,120New
Treasurer of the State of North Carolina141,806$6.20M0.04%+21,667+18.0%Added
Public Employees Retirement System of Ohio141,458$6.19M0.03%+3,595+2.6%Added
Mizuho Markets Americas LLC138,825$6.07M0.48%−300−0.2%Reduced
Forte Capital LLC135,512$5.93M1.03%−3,773−2.7%Reduced
Freemont Management S.A.135,100$5.91M1.02%+76,200+129.4%Added
Stanley-Laman Group, Ltd.132,651$5.80M1.03%+132,651New
Canada Pension Plan Investment Board131,613$5.76M0.01%+122,700+1,376.6%Added
Miura Global Management, LLC128,000$5.60M3.84%+38,000+42.2%Added
Cubist Systematic Strategies, LLC127,830$5.59M0.04%+70,821+124.2%Added
Exchange Traded Concepts, LLC126,793$5.55M0.16%+38,690+43.9%Added
Renaissance Capital LLC126,389$5.53M2.94%+44,166+53.7%Added
Squarepoint Ops LLC125,953$5.51M0.05%+125,953New
Intech Investment Management LLC125,111$5.47M0.03%+125,111New
Toronto Dominion Bank124,533$5.45M0.01%+1,669+1.4%Added
Liontrust Investment Partners LLP124,000$5.42M0.08%−20,000−13.9%Reduced
Voya Investment Management LLC118,520$5.18M0.01%−3,630−3.0%Reduced
Raymond James & Associates116,348$5.09M0.00%+11,795+11.3%Added
Neuberger Berman Group LLC112,386$5.03M0.01%−283,076−71.6%Reduced
Worldquant Millennium Advisors LLC112,622$4.93M0.14%+28,408+33.7%Added
Asset Management One Co.,Ltd.107,548$4.71M0.02%−1,299−1.2%Reduced
Principal Financial Group Inc104,046$4.55M0.00%+69,539+201.5%Added
Arrowstreet Capital, Limited Partnership103,440$4.53M0.01%+103,440New
Zurcher Kantonalbank (Zurich Cantonalbank)103,249$4.52M0.03%+7,016+7.3%Added
Storebrand Asset Management AS101,204$4.43M0.03%+5,234+5.5%Added
Nwi Management LP100,000$4.38M0.92%00.0%Unchanged
Quantbot Technologies LP97,567$4.27M0.39%+81,415+504.1%Added
Royal London Asset Management Ltd90,963$3.98M0.02%00.0%Unchanged
Firsthand Capital Management, Inc.90,000$3.94M3.40%−10,000−10.0%Reduced
Pictet Asset Management SA85,703$3.75M0.01%−1,461−1.7%Reduced
GAM Holding AG85,442$3.74M0.25%−44,949−34.5%Reduced
Sentinel Trust Co Lba83,883$3.67M0.57%+65+0.1%Added
Jasper Ridge Partners, L.P.81,933$3.58M0.22%00.0%Unchanged
Davis-Rea Ltd.80,300$3.51M1.05%+80,300New
LPL Financial LLC78,693$3.44M0.00%−1,283−1.6%Reduced
Center Lake Capital Management, LLC75,000$3.41M1.72%−175,000−70.0%Reduced
LGT Group Foundation77,344$3.38M0.10%+13,295+20.8%Added
Advisor Group Holdings, Inc.75,010$3.30M0.01%+5,028+7.2%Added
Jump Financial, LLC73,226$3.20M0.14%+73,226New
Grandeur Peak Global Advisors, LLC72,214$3.16M0.20%+32,645+82.5%Added
Kames Capital plc70,306$3.08M0.06%+180.0%Added
Prospera Financial Services Inc70,204$3.07M0.16%−1,371−1.9%Reduced
ING Groep NV70,000$3.06M0.04%+70,000New
Davy Global Fund Management Ltd69,756$3.05M0.60%+42,761+158.4%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund69,628$3.05M0.04%−10,800−13.4%Reduced
Nordea Investment Management AB70,738$3.01M0.00%+56,061+382.0%Added
Arizona State Retirement System68,569$3.00M0.03%−2,826−4.0%Reduced
Ensign Peak Advisors, Inc67,238$2.94M0.01%−24,578−26.8%Reduced
Russell Investments Group, Ltd.63,250$2.82M0.01%−15,255−19.4%Reduced
Paloma Partners Management Co64,011$2.80M0.28%+45,469+245.2%Added
Heirloom Wealth Management37,778$2.71M2.21%+3,078+8.9%Added
Stifel Financial Corp60,875$2.66M0.00%−3,764−5.8%Reduced
Circle Wealth Management, LLC59,741$2.61M0.42%+38,737+184.4%Added
HighTower Advisors, LLC58,330$2.55M0.01%+8,736+17.6%Added
USS Investment Management Ltd56,805$2.48M0.02%−4,022−6.6%Reduced
Forsta Ap-Fonden55,900$2.45M0.03%−22,700−28.9%Reduced
Codex Capital, L.L.C.10,000$2.39M1.46%−10,000−50.0%Reduced
DnB Asset Management AS54,216$2.37M0.02%+15,459+39.9%Added
Nomura Asset Management Co Ltd53,180$2.33M0.01%00.0%Unchanged
Korea Investment CORP52,700$2.31M0.01%−83,000−61.2%Reduced
Andra AP-fonden52,600$2.30M0.07%+52,600New
Cambridge Investment Research Advisors, Inc.52,304$2.29M0.01%+4,580+9.6%Added
Tudor Investment Corp Et Al52,032$2.28M0.07%−7,971−13.3%Reduced
Titleist Asset Management, Ltd.50,962$2.23M0.55%+2,710+5.6%Added
Commonwealth Equity Services, LLC50,957$2.23M0.01%+12,100+31.1%Added
TD Asset Management Inc50,842$2.22M0.00%−50−0.1%Reduced
Rockefeller Capital Management L.P.50,680$2.21M0.01%−1,347−2.6%Reduced
Alps Advisors Inc50,584$2.21M0.02%+50,584New
Jacob Asset Management of New York LLC49,780$2.18M2.20%+38,296+333.5%Added
Aviva PLC48,616$2.13M0.01%−11,663−19.3%Reduced
Utah Retirement Systems47,562$2.08M0.03%+800+1.7%Added
Verition Fund Management LLC46,889$2.05M0.04%+35,901+326.7%Added
Prudential PLC45,613$2.00M0.04%−9,641−17.4%Reduced
Skandinaviska Enskilda Banken AB (publ)45,203$1.98M0.01%−1,631−3.5%Reduced
Sanders Morris Harris LLC42,746$1.96M0.43%+40,703+1,992.3%Added
US Bancorp44,692$1.96M0.00%+4,369+10.8%Added
Harbor Capital Advisors, Inc.44,544$1.95M1.48%+25,888+138.8%Added
Ambassador Advisors, LLC43,911$1.92M0.43%+8,115+22.7%Added
Gulf International Bank (UK) Ltd41,834$1.92M0.03%00.0%Unchanged
Evercore Wealth Management, LLC43,500$1.90M0.04%−131,324−75.1%Reduced
IFM Investors Pty Ltd42,083$1.84M0.03%+1,836+4.6%Added
Blair William & Co42,067$1.84M0.01%−8,929−17.5%Reduced
Handelsbanken Fonder AB41,781$1.83M0.01%−71,308−63.1%Reduced
Public Employees Retirement Association of Colorado41,754$1.83M0.01%−587−1.4%Reduced
Federation des caisses Desjardins du Quebec41,671$1.82M0.02%−10,939−20.8%Reduced
Tiemann Investment Advisors, LLC40,141$1.76M0.94%00.0%Unchanged
Jackson Square Capital, LLC39,391$1.72M0.73%−19,936−33.6%Reduced
Berylson Capital Partners, LLC39,300$1.72M4.65%+39,300New
HighTower Trust Services, LTA8,384$1.68M0.18%+8,384New
Teacher Retirement System of Texas38,315$1.68M0.01%−14,499−27.5%Reduced
Gamco Investors, Inc. Et Al37,971$1.66M0.02%−640−1.7%Reduced
AQR Capital Management LLC38,585$1.64M0.00%−18,356−32.2%Reduced
MML Investors Services, LLC37,500$1.64M0.01%+10,904+41.0%Added
AE Wealth Management LLC37,450$1.64M0.01%+8,219+28.1%Added
DekaBank Deutsche Girozentrale35,187$1.58M0.00%−11,345−24.4%Reduced
CFM Wealth Partners LLC35,228$1.54M0.46%−533−1.5%Reduced
Banque Cantonale Vaudoise35,009$1.53M0.08%+7,964+29.4%Added
Hamilton Lane Advisors LLC34,822$1.52M0.59%00.0%Unchanged