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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, 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: $10.3B
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, 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
APG Asset Management N.V.35,824$1.50M0.00%+22,234+163.6%Added
Cynosure Management, LLC34,224$1.50M1.47%00.0%Unchanged
Janus Henderson Group PLC33,407$1.46M0.00%−124,586−78.9%Reduced
LGT Fund Management Co Ltd.32,887$1.44M0.21%+13,685+71.3%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
Tower Research Capital LLC (TRC)32,448$1.42M0.03%+22,898+239.8%Added
Soltis Investment Advisors LLC31,263$1.37M0.20%−21−0.1%Reduced
Amalgamated Bank30,778$1.35M0.01%+1,601+5.5%Added
Mirae Asset Global Investments Co., Ltd.30,036$1.31M0.00%−11,137−27.0%Reduced
SEI Investments Co31,007$1.31M0.00%+8,314+36.6%Added
Taylor Frigon Capital Management LLC29,894$1.31M0.68%−1,621−5.1%Reduced
ClariVest Asset Management LLC29,710$1.30M0.06%−5,000−14.4%Reduced
British Columbia Investment Management Corp29,008$1.27M0.01%−11,159−27.8%Reduced
Candriam Luxembourg S.C.A.28,641$1.25M0.01%+25,991+980.8%Added
Rafferty Asset Management, LLC28,474$1.25M0.01%+2,399+9.2%Added
Los Angeles Capital Management LLC27,666$1.21M0.01%+27,666New
Mercer Global Advisors Inc27,565$1.21M0.01%−601−2.1%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
Nissay Asset Management Corp26,484$1.16M0.01%−2,140−7.5%Reduced
Schonfeld Strategic Advisors LLC26,109$1.14M0.01%+12,109+86.5%Added
Kestra Advisory Services, LLC25,528$1.12M0.01%−7,173−21.9%Reduced
Bridgeway Capital Management, LLC25,420$1.11M0.03%00.0%Unchanged
Cetera Investment Advisers25,240$1.10M0.02%+5,880+30.4%Added
Profund Advisors LLC25,187$1.10M0.07%−179−0.7%Reduced
Proem Advisors LLC25,000$1.09M7.50%+25,000New
Mackenzie Financial Corp24,961$1.09M0.00%−7,409−22.9%Reduced
Y-Intercept (Hong Kong) Ltd24,680$1.08M0.14%+24,680New
AtonRa Partners24,264$1.06M0.98%−2,332−8.8%Reduced
Private Advisory Group LLC23,336$1.02M0.23%+23,336New
Standard Life Aberdeen plc22,242$1.02M0.00%−589−2.6%Reduced
Lazard Asset Management LLC22,888$1.00M0.00%+2,243+10.9%Added
Swedbank AB22,200$971.3K0.00%−13,371−37.6%Reduced
Ieq Capital, LLC21,641$946.0K0.03%+3,938+22.2%Added
Clear Harbor Asset Management, LLC21,552$943.0K0.13%+490+2.3%Added
Maryland State Retirement & Pension System21,508$941.0K0.03%+1,249+6.2%Added
Seven Eight Capital, LP21,353$934.0K0.38%+21,353New
Deane Retirement Strategies, Inc.20,382$933.0K0.58%+20,382New
D.A. Davidson & Co.21,253$930.0K0.01%−790−3.6%Reduced
Migdal Insurance & Financial Holdings Ltd.21,000$919.0K0.02%00.0%Unchanged
Aspiriant, LLC20,913$915.0K0.04%00.0%Unchanged
CIBC World Markets Inc.20,689$905.0K0.00%−1,122−5.1%Reduced
BBR Partners, LLC20,610$902.0K0.11%00.0%Unchanged
SWS Partners20,348$890.0K0.75%+49+0.2%Added
Lake Street Advisors Group, LLC20,332$890.0K0.06%+20,332New
Sepio Capital, LP20,210$884.0K0.09%+543+2.8%Added
Eagle Bay Advisors LLC20,190$883.3K0.54%00.0%Unchanged
Natixis20,105$883.0K0.00%−20,791−50.8%Reduced
PEAK6 Investments LLC13,353$872.9K0.02%+13,350+445,000.0%Added
Oppenheimer & Co Inc19,816$867.0K0.02%−5,871−22.9%Reduced
Elo Mutual Pension Insurance Co19,603$858.0K0.03%−860−4.2%Reduced
Achmea Investment Management B.V.19,591$857.0K0.03%00.0%Unchanged
Park Avenue Securities LLC19,217$841.0K0.02%+4,800+33.3%Added
Lyell Wealth Management, LP18,416$806.0K0.13%−948−4.9%Reduced
Strategic Wealth Advisors Group, LLC15,235$801.0K0.03%+15,235New
Delphia (USA) Inc.18,169$795.0K0.55%+11,174+159.7%Added
Blueshift Asset Management, LLC17,929$784.0K0.13%+17,929New
Westpac Banking Corp17,784$778.0K0.01%00.0%Unchanged
Draper Asset Management, LLC17,503$766.0K0.91%+1,199+7.4%Added
Pier 88 Investment Partners LLC17,400$761.0K0.18%+3,360+23.9%Added
MetLife Investment Management17,326$758.0K0.01%+1,038+6.4%Added
Truist Financial Corp17,203$753.0K0.00%−4,580−21.0%Reduced
Victory Capital Management Inc16,997$744.0K0.00%−4,522−21.0%Reduced
Creative Planning16,979$742.0K0.00%+7,868+86.4%Added
Grandview Asset Management LLC16,907$740.0K0.41%−149−0.9%Reduced
JustInvest LLC16,435$719.0K0.03%+2,580+18.6%Added
Corton Capital Inc.16,384$717.0K0.68%+6,617+67.7%Added
Comerica Bank14,442$716.0K0.01%+5,868+68.4%Added
ARS Investment Partners, LLC16,337$715.0K0.10%00.0%Unchanged
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
Old Well Partners, LLC16,200$709.0K0.57%+16,200New
Vident Investment Advisory, LLC16,267$706.0K0.02%−2,610−13.8%Reduced
Caption Management, LLC15,434$675.0K0.06%+15,434New
Centiva Capital, LP15,407$674.0K0.04%+15,407New
Raymond James Financial Services Advisors, Inc.15,314$670.0K0.00%−9,868−39.2%Reduced
Prudential Financial Inc15,040$658.0K0.00%+9,900+192.6%Added
Raine Capital LLC15,000$656.3K0.12%00.0%Unchanged
Nisa Investment Advisors, LLC15,000$656.0K0.01%+900+6.4%Added
Blue Barn Wealth, LLC14,927$653.0K0.50%00.0%Unchanged
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
Cutler Group LP14,785$646.0K0.09%+6,758+84.2%Added
Ropes Wealth Advisors LLC14,739$645.0K0.13%00.0%Unchanged
Occudo Quantitative Strategies LP14,567$637.0K0.05%+11,512+376.8%Added
CIBC Asset Management Inc13,973$611.0K0.00%−275−1.9%Reduced
Two Sigma Securities, LLC13,921$609.0K0.11%+3,043+28.0%Added
Afg Fiduciary Services Limited Partnership13,840$606.0K0.53%+3,139+29.3%Added
Panagora Asset Management Inc13,261$580.0K0.00%+5,030+61.1%Added
Daiwa Securities Group Inc.13,025$570.0K0.00%−9−0.1%Reduced
Independent Advisor Alliance12,986$568.0K0.03%+44+0.3%Added
Parkwood LLC11,841$518.0K0.10%+8,211+226.2%Added
Leonteq Securities AG11,656$509.9K0.02%+2,856+32.5%Added
Atria Wealth Solutions, Inc.11,464$502.0K0.01%+2,733+31.3%Added
Perpetual Investment Management Ltd11,375$498.0K0.07%00.0%Unchanged
Mariner, LLC11,384$498.0K0.00%+11,384New
Lido Advisors, LLC11,329$495.0K0.01%−99−0.9%Reduced
ProShare Advisors LLC11,105$486.0K0.00%−4,595−29.3%Reduced
Data Collective II GP, LLC12,700$482.0K2.37%+12,700New