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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.

Q4 2022 vs. Q3 2022

How the institutions holding Cloudflare, Inc. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of NET: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders56312550−1
Shares232.7M410.3K242.3M+9.98M (+4.3%)
Value$12.9B$22.5M$10.9B−$1.90B (−14.8%)

12 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (76)

Institutions that held Cloudflare, Inc. at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to NET in Q4 2022
InstitutionSharesValue% of portfolio
1832 Asset Management L.P.454,900$20.6M0.04%
Quadrature Capital Ltd268,284$12.1M0.36%
Hartline Investment Corp141,563$6.40M1.46%
Man Group plc114,719$5.19M0.02%
Carnegie Capital Asset Management, LLC70,440$3.18M0.14%
Davis-Rea Ltd.65,150$2.94M1.84%
Hidden Lake Asset Management LP59,748$2.70M3.64%
Seven Eight Capital, LP40,602$1.84M0.48%
Walleye Trading LLC39,477$1.78M0.05%
Maytus Capital Management, LLC37,000$1.67M1.89%
Bayesian Capital Management, LP35,661$1.61M0.24%
Bank of Nova Scotia30,772$1.39M0.00%
Y.D. More Investments Ltd28,695$1.30M0.35%
Graham Capital Management, L.P.25,781$1.17M0.04%
CI Private Wealth, LLC23,818$1.09M0.00%
Prelude Capital Management, LLC21,913$990.7K0.06%
Walleye Capital LLC21,826$986.8K0.02%
Strategic Vision Investment Ltd18,475$835.3K0.55%
Occudo Quantitative Strategies LP17,244$779.6K0.09%
Crestline Management, LP16,583$749.7K0.11%
Capital Group Investment Management Pte. Ltd.16,213$733.0K0.03%
Thrivent Financial for Lutherans16,030$725.0K0.00%
Public Sector Pension Investment Board13,602$614.9K0.00%
Allstate Investment Management Co12,991$587.3K0.02%
Generali Investments Towarzystwo Funduszy Inwestycyjnych12,500$565.1K0.80%
Sherbrooke Park Advisers LLC11,400$515.4K0.38%
LJI Wealth Management, LLC10,570$477.9K0.17%
Jefferies Financial Group Inc.10,120$457.5K0.01%
CenterBook Partners LP9,734$440.1K0.07%
Point72 Middle East FZE9,484$428.8K0.03%
DC Investments Management, LLC8,118$367.0K0.46%
Balboa Wealth Partners6,500$293.9K0.13%
Swiss Life Asset Management Ltd6,435$292.0K0.00%
Gsa Capital Partners LLP6,077$275.0K0.03%
Harbour Capital Advisors, LLC6,120$263.3K0.09%
Gyon Technologies Capital Management, LP5,436$245.8K0.09%
Marex Group plc4,935$223.1K0.03%
International Assets Investment Management, LLC4,751$214.8K0.02%
Commerce Bank4,437$200.6K0.00%
Advisory Services Network, LLC3,080$139.2K0.00%
Accel Wealth Management2,122$95.9K0.05%
GWM Advisors LLC2,334$79.8K0.00%
Headlands Technologies LLC1,633$74.0K0.06%
Comerica Securities,inc.1,467$66.3K0.00%
U.S. Capital Wealth Advisors, LLC1,004$45.4K0.00%
Belpointe Asset Management LLC678$30.7K0.00%
TFC Financial Management640$28.9K0.01%
Fortis Capital Advisors, LLC500$22.6K0.01%
BBJS Financial Advisors, LLC500$22.6K0.01%
BI Asset Management Fondsmaeglerselskab A/S457$21.0K0.00%
Trifecta Capital Advisors, LLC355$16.1K0.01%
CoreCap Advisors, LLC315$14.2K0.00%
Richard W. Paul & Associates, LLC265$12.0K0.01%
Riverview Trust Co221$10.0K0.01%
Armstrong Advisory Group, Inc200$9.04K0.00%
ICA Group Wealth Management, LLC170$7.69K0.00%
J.Safra Asset Management Corp137$6.00K0.00%
Retirement Group, LLC100$5.00K0.00%
Glass Jacobson Investment Advisors llc100$4.52K0.00%
Romano Brothers and Company96$4.34K0.00%
PayPay Securities Corp78$3.53K0.24%
Hollencrest Capital Management71$3.21K0.00%
Park Place Capital Corp64$3.00K0.00%
Sittner & Nelson, LLC51$2.31K0.00%
Accurate Wealth Management, LLC50$2.09K0.00%
Concord Wealth Partners42$1.90K0.00%
Baker Avenue Asset Management, LP36$1.63K0.00%
My Personal CFO, LLC34$1.54K0.00%
Cary Street Partner Investment Advisory LLC30$1.36K0.00%
Farther Finance Advisors, LLC16$7230.00%
Fiduciary Alliance LLC15$6780.00%
Financial Freedom, LLC12$5430.00%
Wolff Wiese Magana LLC10$4520.00%
Sofos Investments, Inc.45$1980.00%
True Wealth Design, LLC1$450.00%
Steward Financial Group LLC6$00.00%

Sold out (77)

Institutions that held Cloudflare, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of NET in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Atika Capital Management LLC252,500$14.0M
Duquesne Family Office LLCSuperinvestorDuquesne Family Office249,305$13.8M
Matrix Capital Management Company, LP160,000$8.85M
CTC LLC116,227$6.43M
Freemont Management S.A.115,700$6.40M
Vista Equity Partners Management, LLC112,294$6.21M
Point72 Hong Kong Ltd92,084$5.09M
Waverton Investment Management Ltd85,342$4.72M
Lombard Odier Asset Management (USA) Corp55,000$3.04M
Center Lake Capital Management, LLC50,000$2.77M
Bridgewater Associates, LP47,979$2.65M
AQR Capital Management LLC37,552$2.08M
Cynosure Management, LLC34,224$1.89M
Mass Ave Global Inc.31,728$1.75M
Connor, Clark & Lunn Investment Management Ltd.28,999$1.60M
Mackenzie Financial Corp19,228$1.06M
Caas Capital Management LP18,611$1.03M
New York Life Investments Alternatives16,652$921.0K
PDT Partners, LLC15,900$879.0K
SG Americas Securities, LLC13,614$753.0K
Capital Fund Management S.A.12,284$679.4K
Centiva Capital, LP12,000$664.0K
Caisse de Depot Et Placement du Quebec11,900$658.0K
IMC-Chicago, LLC10,964$606.0K
Castle Rock Wealth Management, LLC11,926$596.0K
Gotham Asset Management, LLC10,740$594.0K
Andra AP-fonden10,700$592.0K
Twin Capital Management Inc9,979$552.0K
Keybank National Association9,546$528.0K
Impax Asset Management Group plc8,319$460.0K
Kingsview Wealth Management, LLC8,055$446.0K
Cinctive Capital Management LP7,000$387.0K
Toroso Investments, LLC6,611$366.0K
Institute for Wealth Management, LLC.6,319$350.0K
Brighton Jones LLC6,231$345.0K
Financial Management Network Inc4,774$289.0K
Pekin Hardy Strauss, Inc.5,137$284.0K
Algert Global LLC4,756$263.0K
Intrust Bank NA4,723$261.0K
Schechter Investment Advisors, LLC4,713$261.0K
Moneta Group Investment Advisors LLC4,628$256.0K
Van Hulzen Asset Management, LLC4,605$255.0K
Ground Swell Capital, LLC4,103$227.0K
CIBC Private Wealth Group, LLC4,010$222.0K
Magnetar Financial LLC3,963$219.0K
Miracle Mile Advisors, LLC3,960$219.0K
Synovus Financial Corp4,006$217.0K
Buckingham Strategic Wealth, LLC3,880$215.0K
Western Wealth Management, LLC3,802$210.0K
Pathstone Family Office, LLC3,542$205.5K
WMG Financial Advisors, LLC3,700$205.0K
Canvas Wealth Advisors, LLC3,650$203.0K
Arete Wealth Advisors, LLC3,654$202.0K
Frank, Rimerman Advisors LLC166,050$172.6K
Healthcare of Ontario Pension Plan Trust Fund2,422$134.0K
Asahi Life Asset Management Co., Ltd.2,200$122.0K
Evoke Wealth, LLC1,975$109.0K
Stonebridge Capital Advisors LLC990$55.0K
Baldwin Brothers Inc800$44.0K
Hudock, Inc.378$20.0K
AlphaMark Advisors, LLC349$19.0K
Point72 Asset Management, L.P.300$17.0K
MUFG Americas Holdings Corp196$11.0K
Harvest Fund Management Co., Ltd201$11.0K
Adirondack Trust Co175$10.0K
Ellis Investment Partners, LLC145$8.00K
Ancora Advisors, LLC106$6.00K
Hantz Financial Services, Inc.91$5.00K
McIlrath & Eck, LLC93$5.00K
Mizuho Securities Co. Ltd.79$4.00K
Elequin Capital LP76$4.00K
Paloma Partners Management Co47$3.00K
Assetmark, Inc60$3.00K
JNBA Financial Advisors35$2.00K
BCR Wealth Strategies, LLC43$2.00K
Sutton Wealth Advisors Inc.21$1.16K
Resources Management Corp25$1.00K

Not filed for Q4 2022 yet (12)

Institutions that held Cloudflare, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NET in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management299,759$16.6M
Proem Advisors LLC53,000$2.93M
Strategic Wealth Advisors Group, LLC16,437$909.0K
Data Collective II GP, LLC12,700$679.0K
Corient Capital Partners, LLC10,014$438.0K
Redpoint Investment Management Pty Ltd6,196$343.0K
Inverness Counsel LLC5,465$302.0K
DCVC Opportunity Fund II GP, LLC5,123$274.0K
American Portfolios Advisors974$53.9K
Covington Capital Management265$15.0K
Wipfli Financial Advisors LLC,233$13.0K
FourThought Financial, LLC93$5.00K