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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, Q4 2022

Institutional positions in Cloudflare, Inc. as of Dec 31, 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
−1 vs. Q3 2022
Shares held
242.3M
+9.98M (+4.3%) vs. Q3 2022
Total value
$10.9B
−$1.90B (−14.8%) vs. Q3 2022
New holders
76
225 more added
Sold out
77
172 more reduced

12 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 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 heldQ4 2022: $11.0B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q3 2022.

Institutions holding NET in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Fortis Capital Advisors, LLC500$22.6K0.01%+500New
BBJS Financial Advisors, LLC500$22.6K0.01%+500New
Lindbrook Capital, LLC506$22.9K0.00%+110+27.8%Added
Sandy Spring Bank554$25.0K0.00%00.0%Unchanged
First Manhattan Co610$27.6K0.00%00.0%Unchanged
TFC Financial Management640$28.9K0.01%+640New
Creative Financial Designs Inc650$29.4K0.00%00.0%Unchanged
Nomura Holdings Inc655$30.0K0.00%−23,657−97.3%Reduced
Belpointe Asset Management LLC678$30.7K0.00%+678New
First Horizon Advisors, Inc.682$30.8K0.00%+213+45.4%Added
Financial Perspectives, Inc778$35.2K0.02%−24−3.0%Reduced
Harbour Investments, Inc.781$35.3K0.00%00.0%Unchanged
Global Retirement Partners, LLC901$40.7K0.00%+667+285.0%Added
Adalta Capital Management LLC1,000$45.0K0.03%00.0%Unchanged
Belmont Capital, LLC1,000$45.0K0.05%00.0%Unchanged
Albion Financial Group1,000$45.2K0.00%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,001$45.2K0.00%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC1,004$45.4K0.00%+1,004New
Quadrant Capital Group LLC1,162$52.5K0.01%+605+108.6%Added
Credit Agricole S A1,200$54.3K0.00%00.0%Unchanged
Quent Capital, LLC1,276$57.7K0.01%−338−20.9%Reduced
Seeyond1,314$59.4K0.01%−1−0.1%Reduced
Montag A & Associates Inc1,342$60.7K0.00%−5−0.4%Reduced
Allworth Financial LP1,363$61.6K0.00%+492+56.5%Added
Parallel Advisors, LLC1,366$61.8K0.00%−1,077−44.1%Reduced
Alpha Paradigm Partners, LLC1,426$64.0K0.03%00.0%Unchanged
IFP Advisors, Inc2,540$65.0K0.00%−12,116−82.7%Reduced
Spire Wealth Management1,430$65.0K0.00%+287+25.1%Added
Benjamin F. Edwards & Company, Inc.1,456$66.0K0.00%00.0%Unchanged
Comerica Securities,inc.1,467$66.3K0.00%+1,467New
Advisors Asset Management, Inc.1,526$69.0K0.00%−559−26.8%Reduced
City State Bank1,550$70.0K0.04%−900−36.7%Reduced
Headlands Technologies LLC1,633$74.0K0.06%+1,633New
Ossiam1,641$74.2K0.00%00.0%Unchanged
Money Concepts Capital Corp1,676$75.8K0.00%+1,659+9,758.8%Added
GWM Advisors LLC2,334$79.8K0.00%+2,334New
Knuff & Co LLC2,033$91.9K0.04%+133+7.0%Added
EverSource Wealth Advisors, LLC2,076$93.9K0.01%+1,778+596.6%Added
Exos TFP Holdings LLC2,122$95.9K0.03%+1,325+166.2%Added
Accel Wealth Management2,122$95.9K0.05%+2,122New
Trustcore Financial Services, LLC2,286$103.3K0.01%00.0%Unchanged
Ellevest, Inc.2,350$106.2K0.01%+318+15.6%Added
Whittier Trust Co of Nevada Inc2,646$119.6K0.00%−2−0.1%Reduced
Pier 88 Investment Partners LLC2,730$123.4K0.03%−9,510−77.7%Reduced
C M Bidwell & Associates Ltd2,816$127.3K0.10%+2,695+2,227.3%Added
TD Waterhouse Canada Inc.2,997$134.9K0.00%−329−9.9%Reduced
Newbridge Financial Services Group, Inc.2,987$135.0K0.08%−975−24.6%Reduced
Advisory Services Network, LLC3,080$139.2K0.00%+3,080New
Capital Impact Advisors, LLC3,123$141.2K0.14%+321+11.5%Added
Manchester Capital Management LLC3,177$143.6K0.02%00.0%Unchanged
Archer Investment Corp3,400$153.7K0.06%00.0%Unchanged
Tower Research Capital LLC (TRC)3,593$162.0K0.01%−5,743−61.5%Reduced
Column Capital Advisors, LLC3,708$167.6K0.03%00.0%Unchanged
CWM, LLC3,826$173.0K0.00%−598−13.5%Reduced
Texas Treasury Safekeeping Trust Co3,963$179.0K0.06%00.0%Unchanged
Kistler-Tiffany Companies, LLC4,030$182.2K0.04%+3,717+1,187.5%Added
Steward Partners Investment Advisory, LLC4,061$183.6K0.00%−123−2.9%Reduced
Seaport Global Advisors, LLC4,314$195.0K0.68%−1,084−20.1%Reduced
American International Group, Inc.4,331$195.8K0.00%−47−1.1%Reduced
Commerce Bank4,437$200.6K0.00%+4,437New
Synergy Financial Group, LTD4,521$204.4K0.40%−1,343−22.9%Reduced
Simplify Asset Management Inc.4,569$206.6K0.03%−55−1.2%Reduced
Vahanian & Associates Financial Planning Inc.4,692$212.1K0.69%+950+25.4%Added
International Assets Investment Management, LLC4,751$214.8K0.02%+4,751New
Nwam LLC4,796$216.8K0.02%−268−5.3%Reduced
Peak Asset Management, LLC4,811$217.5K0.06%+34+0.7%Added
Hill Island Financial LLC4,906$221.8K0.10%00.0%Unchanged
Marex Group plc4,935$223.1K0.03%+4,935New
B. Metzler seel. Sohn & Co. AG5,207$235.4K0.00%00.0%Unchanged
Shell Asset Management Co5,228$236.0K0.01%−879−14.4%Reduced
Penserra Capital Management LLC5,292$237.0K0.01%−379−6.7%Reduced
Umb Bank N A5,272$239.0K0.00%+534+11.3%Added
Kovack Advisors, Inc.5,295$239.4K0.04%−758−12.5%Reduced
Souders Financial Advisors5,383$243.4K0.06%+59+1.1%Added
Gyon Technologies Capital Management, LP5,436$245.8K0.09%+5,436New
ASB Consultores, LLC5,692$257.3K0.11%+66+1.2%Added
Kestra Private Wealth Services, LLC5,804$262.4K0.01%−752−11.5%Reduced
Harbour Capital Advisors, LLC6,120$263.3K0.09%+6,120New
Motley Fool Asset Management LLC5,892$266.4K0.03%−551−8.6%Reduced
Independent Financial Group, LLC5,901$266.8K0.02%+33+0.6%Added
Acadian Asset Management LLC5,929$268.0K0.00%+2,228+60.2%Added
Tokio Marine Asset Management Co Ltd5,951$269.0K0.02%+847+16.6%Added
Change Path, LLC5,979$270.0K0.01%+1,395+30.4%Added
Vestcor Inc6,039$273.0K0.01%+77+1.3%Added
Gsa Capital Partners LLP6,077$275.0K0.03%+6,077New
Swiss Life Asset Management Ltd6,435$292.0K0.00%+6,435New
Balboa Wealth Partners6,500$293.9K0.13%+6,500New
Zweig-DiMenna Associates LLC6,600$298.4K0.04%00.0%Unchanged
Manufacturers Life Insurance Company, The6,661$301.1K0.00%−780−10.5%Reduced
Cresset Asset Management, LLC6,665$301.3K0.00%−100−1.5%Reduced
Guggenheim Capital LLC6,705$303.1K0.00%−222−3.2%Reduced
Joel Isaacson & Co., LLC6,766$305.9K0.02%00.0%Unchanged
Ci Investments Inc.6,784$307.0K0.00%+1,377+25.5%Added
Kayne Anderson Rudnick Investment Management LLC6,851$309.7K0.00%+1,118+19.5%Added
SevenOneSeven Capital Management6,876$310.9K0.67%+2,680+63.9%Added
Atlas Brown,Inc.6,950$314.2K0.15%+1,250+21.9%Added
Cutler Group LP7,043$318.0K0.04%−24,933−78.0%Reduced
National Asset Management, Inc.7,172$324.2K0.01%−240−3.2%Reduced
The PNC Financial Services Group, Inc.7,209$325.9K0.00%−1,749−19.5%Reduced
Beacon Investment Advisory Services, Inc.7,496$338.9K0.02%+4+0.1%Added