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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, Q3 2022

Institutional positions in Cloudflare, Inc. as of Sep 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
563
+19 vs. Q2 2022
Shares held
232.7M
−3.40M (−1.4%) vs. Q2 2022
Total value
$12.9B
+$2.51B (+24.3%) vs. Q2 2022
New holders
83
216 more added
Sold out
64
166 more reduced

6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 563 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 heldQ3 2022: $12.9B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q2 2022.

Institutions holding NET in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Kestra Private Wealth Services, LLC6,556$363.0K0.02%−3,761−36.5%Reduced
Householder Group Estate & Retirement Specialist, LLC6,568$363.0K0.15%+574+9.6%Added
Zweig-DiMenna Associates LLC6,600$365.0K0.08%+6,600New
Toroso Investments, LLC6,611$366.0K0.02%+589+9.8%Added
Cresset Asset Management, LLC6,765$374.0K0.00%−505−6.9%Reduced
Joel Isaacson & Co., LLC6,766$374.0K0.03%00.0%Unchanged
Robeco Institutional Asset Management B.V.6,778$376.0K0.00%−1,754−20.6%Reduced
Cetera Advisor Networks LLC6,864$380.0K0.00%+6,864New
Guggenheim Capital LLC6,927$383.0K0.00%−697−9.1%Reduced
Cinctive Capital Management LP7,000$387.0K0.02%+7,000New
IFP Advisors, Inc14,656$394.0K0.01%+264+1.8%Added
Parkwood LLC7,187$398.0K0.08%−4,654−39.3%Reduced
V Wealth Advisors LLC7,192$398.0K0.08%+1,842+34.4%Added
Creative Planning7,299$404.0K0.00%−9,680−57.0%Reduced
National Asset Management, Inc.7,412$410.0K0.01%+7,412New
Manufacturers Life Insurance Company, The7,441$411.6K0.00%−547−6.8%Reduced
Beacon Investment Advisory Services, Inc.7,492$414.0K0.02%−114−1.5%Reduced
MAI Capital Management7,504$415.0K0.01%+7,504New
Cetera Advisors LLC7,807$432.0K0.01%+7,807New
Financial Advisory Service, Inc.7,830$433.0K0.05%00.0%Unchanged
Corient Capital Partners, LLC10,014$438.0K0.03%00.0%Unchanged
Stock Yards Bank & Trust Co8,003$443.0K0.02%+2,150+36.7%Added
Perigon Wealth Management, LLC8,022$444.0K0.04%+2,683+50.3%Added
Kingsview Wealth Management, LLC8,055$446.0K0.02%−2,680−25.0%Reduced
Wealthfront Advisers LLC8,084$447.0K0.00%+8,084New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.8,239$456.0K0.00%+8,239New
Impax Asset Management Group plc8,319$460.0K0.00%−761−8.4%Reduced
Proequities, Inc.8,404$465.0K0.04%−1,475−14.9%Reduced
Advisory Resource Group8,425$466.0K0.15%+404+5.0%Added
Citizens Financial Group Inc8,545$473.0K0.02%−1,184−12.2%Reduced
Panagora Asset Management Inc8,692$481.0K0.00%−4,569−34.5%Reduced
Parsons Capital Management Inc8,692$481.0K0.04%00.0%Unchanged
MBM Wealth Consultants, LLC8,630$481.0K0.23%+3,408+65.3%Added
The PNC Financial Services Group, Inc.8,958$496.0K0.00%−40.0%Reduced
Geneos Wealth Management Inc.9,233$510.0K0.04%−567−5.8%Reduced
First Republic Investment Management, Inc.9,327$516.0K0.00%+994+11.9%Added
Tower Research Capital LLC (TRC)9,336$517.0K0.01%−23,112−71.2%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.9,242$520.0K0.01%+9,242New
ProShare Advisors LLC9,427$521.0K0.00%−1,678−15.1%Reduced
Keybank National Association9,546$528.0K0.00%+9,546New
Malaga Cove Capital, LLC9,689$536.0K0.31%00.0%Unchanged
Mercer Global Advisors Inc9,715$537.0K0.00%−17,850−64.8%Reduced
Corton Capital Inc.9,740$539.0K0.66%−6,644−40.6%Reduced
Delphia (USA) Inc.9,921$549.0K0.63%−8,248−45.4%Reduced
Twin Capital Management Inc9,979$552.0K0.07%+9+0.1%Added
Steel Peak Wealth Management LLC10,000$553.0K0.04%00.0%Unchanged
M&T Bank Corp10,415$575.0K0.00%+518+5.2%Added
Mirador Capital Partners LP10,582$585.0K0.14%00.0%Unchanged
Andra AP-fonden10,700$592.0K0.02%−41,900−79.7%Reduced
Gotham Asset Management, LLC10,740$594.0K0.02%+10,740New
Castle Rock Wealth Management, LLC11,926$596.0K0.30%+11,926New
IMC-Chicago, LLC10,964$606.0K0.05%+145+1.3%Added
Pitcairn Co10,964$606.0K0.07%+1,370+14.3%Added
Lido Advisors, LLC11,267$623.0K0.01%−62−0.5%Reduced
Boston Private Wealth LLC11,383$630.0K0.01%+11,383New
Northwestern Mutual Wealth Management Co11,406$631.0K0.00%+11,043+3,042.1%Added
Leonteq Securities AG11,582$640.6K0.03%−74−0.6%Reduced
Atria Wealth Solutions, Inc.11,789$652.0K0.01%+325+2.8%Added
Caisse de Depot Et Placement du Quebec11,900$658.0K0.00%+11,900New
Centiva Capital, LP12,000$664.0K0.05%−3,407−22.1%Reduced
Ethic Inc.12,007$664.0K0.05%+6,607+122.4%Added
Signaturefd, LLC12,159$673.0K0.02%+1,635+15.5%Added
Pier 88 Investment Partners LLC12,240$677.0K0.16%−5,160−29.7%Reduced
Sigma Planning Corp12,232$677.0K0.03%+1,901+18.4%Added
Data Collective II GP, LLC12,700$679.0K8.04%00.0%Unchanged
Capital Fund Management S.A.12,284$679.4K0.02%−245,200−95.2%Reduced
Global Wealth Management Investment Advisory, Inc.12,317$681.0K0.24%+3,099+33.6%Added
Allstate Corp12,813$709.0K0.02%+12,813New
Edmond de Rothschild Holding S.A.13,231$732.0K0.02%+7,126+116.7%Added
Perpetual Investment Management Ltd13,375$740.0K0.11%+2,000+17.6%Added
Daiwa Securities Group Inc.13,425$743.0K0.01%+400+3.1%Added
SG Americas Securities, LLC13,614$753.0K0.01%+3,282+31.8%Added
Independent Advisor Alliance13,682$757.0K0.04%+696+5.4%Added
Mariner, LLC13,824$765.0K0.00%+2,440+21.4%Added
CIBC Asset Management Inc14,009$775.0K0.00%+36+0.3%Added
Ieq Capital, LLC14,100$780.0K0.02%−7,541−34.8%Reduced
Grandview Asset Management LLC14,587$807.0K0.51%−2,320−13.7%Reduced
Avitas Wealth Management LLC14,647$810.0K0.19%+4,043+38.1%Added
Ropes Wealth Advisors LLC14,739$815.0K0.17%00.0%Unchanged
Blue Barn Wealth, LLC14,927$826.0K0.59%00.0%Unchanged
ARS Investment Partners, LLC14,963$828.0K0.11%−1,374−8.4%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd14,990$829.0K0.02%+160+1.1%Added
Comerica Bank15,577$840.0K0.01%+1,135+7.9%Added
PDT Partners, LLC15,900$879.0K0.13%+15,900New
Capital International Ltd16,093$890.0K0.06%+16,093New
Afg Fiduciary Services Limited Partnership16,369$905.0K0.85%+2,529+18.3%Added
RMB Capital Management, LLC16,376$906.0K0.03%+16,376New
Strategic Wealth Advisors Group, LLC16,437$909.0K0.04%+1,202+7.9%Added
Lazard Asset Management LLC16,570$916.0K0.00%−6,318−27.6%Reduced
New York Life Investments Alternatives16,652$921.0K0.92%+392+2.4%Added
Schroder Investment Management Group16,747$927.0K0.00%+484+3.0%Added
Old Well Partners, LLC17,200$951.0K0.79%+1,000+6.2%Added
MetLife Investment Management17,338$959.0K0.01%+12+0.1%Added
Draper Asset Management, LLC17,374$961.0K1.16%−129−0.7%Reduced
Prudential Financial Inc17,504$965.0K0.00%+2,464+16.4%Added
Natixis16,959$967.0K0.00%−3,146−15.6%Reduced
Raymond James Financial Services Advisors, Inc.17,760$982.0K0.00%+2,446+16.0%Added
Westpac Banking Corp17,784$983.6K0.01%00.0%Unchanged
Truist Financial Corp17,813$985.0K0.00%+610+3.5%Added
Codex Capital, L.L.C.18,200$1.01M0.86%+8,200+82.0%Added