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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
Householder Group Estate & Retirement Specialist, LLC7,510$339.0K0.51%+942+14.3%Added
CWM Advisors, LLC7,605$343.8K0.04%+2,398+46.1%Added
MAI Capital Management7,666$346.6K0.01%+162+2.2%Added
Geneos Wealth Management Inc.7,918$358.0K0.02%−1,315−14.2%Reduced
Panagora Asset Management Inc8,053$364.1K0.00%−639−7.4%Reduced
DC Investments Management, LLC8,118$367.0K0.46%+8,118New
DuPont Capital Management Corp8,192$370.4K0.02%+7,992+3,996.0%Added
Malaga Cove Capital, LLC8,297$375.1K0.20%−1,392−14.4%Reduced
ProShare Advisors LLC8,677$392.3K0.00%−750−8.0%Reduced
Parsons Capital Management Inc8,692$393.0K0.03%00.0%Unchanged
Citizens Financial Group Inc8,830$399.2K0.02%+285+3.3%Added
Wealthfront Advisers LLC8,845$399.9K0.00%+761+9.4%Added
Mercer Global Advisors Inc9,202$416.0K0.00%−513−5.3%Reduced
Stock Yards Bank & Trust Co9,217$417.0K0.02%+1,214+15.2%Added
ExodusPoint Capital Management, LP9,259$419.0K0.01%−39,863−81.2%Reduced
Financial Advisory Service, Inc.9,480$428.6K0.05%+1,650+21.1%Added
Point72 Middle East FZE9,484$428.8K0.03%+9,484New
Wolverine Trading, LLC9,501$430.0K0.01%−19,537−67.3%Reduced
CIBC Asset Management Inc9,536$431.1K0.00%−4,473−31.9%Reduced
Delphia (USA) Inc.9,560$432.2K0.50%−361−3.6%Reduced
CenterBook Partners LP9,734$440.1K0.07%+9,734New
Proequities, Inc.9,799$443.0K0.04%+1,395+16.6%Added
Steel Peak Wealth Management LLC10,000$452.1K0.03%00.0%Unchanged
Parkwood LLC10,028$453.0K0.09%+2,841+39.5%Added
Jefferies Financial Group Inc.10,120$457.5K0.01%+10,120New
Perigon Wealth Management, LLC10,213$461.7K0.03%+2,191+27.3%Added
Boston Private Wealth LLC10,331$467.1K0.01%−1,052−9.2%Reduced
Captrust Financial Advisors10,377$469.1K0.00%+4,626+80.4%Added
Corton Capital Inc.10,404$470.4K0.39%+664+6.8%Added
M&T Bank Corp10,498$475.1K0.00%+83+0.8%Added
LJI Wealth Management, LLC10,570$477.9K0.17%+10,570New
Mirador Capital Partners LP10,582$478.4K0.11%00.0%Unchanged
Sigma Planning Corp10,662$482.1K0.02%−1,570−12.8%Reduced
Robeco Institutional Asset Management B.V.10,683$483.0K0.00%+3,905+57.6%Added
Advisory Resource Group11,211$506.8K0.15%+2,786+33.1%Added
First Republic Investment Management, Inc.11,230$507.7K0.00%+1,903+20.4%Added
Swedbank AB11,285$510.2K0.00%−17,800−61.2%Reduced
Lido Advisors, LLC11,328$512.1K0.01%+61+0.5%Added
V Wealth Advisors LLC11,392$515.0K0.11%+4,200+58.4%Added
Sherbrooke Park Advisers LLC11,400$515.4K0.38%+11,400New
Avitas Wealth Management LLC11,440$517.2K0.11%−3,207−21.9%Reduced
MBM Wealth Consultants, LLC12,203$525.0K0.24%+3,573+41.4%Added
Cetera Advisors LLC12,163$549.9K0.01%+4,356+55.8%Added
Generali Investments Towarzystwo Funduszy Inwestycyjnych12,500$565.1K0.80%+12,500New
Atria Wealth Solutions, Inc.12,585$566.3K0.01%+796+6.8%Added
Ethic Inc.12,626$570.8K0.03%+619+5.2%Added
Pitcairn Co12,891$582.8K0.06%+1,927+17.6%Added
Allstate Corp12,991$587.3K0.02%+178+1.4%Added
Allstate Investment Management Co12,991$587.3K0.02%+12,991New
CIBC World Markets Inc.13,019$589.0K0.00%−9,460−42.1%Reduced
Signaturefd, LLC13,087$591.7K0.02%+928+7.6%Added
Public Sector Pension Investment Board13,602$614.9K0.00%+13,602New
Northwestern Mutual Wealth Management Co13,647$617.0K0.00%+2,241+19.6%Added
Daiwa Securities Group Inc.13,925$630.0K0.00%+500+3.7%Added
Global Wealth Management Investment Advisory, Inc.14,000$632.9K0.21%+1,683+13.7%Added
Comerica Bank13,688$634.0K0.00%−1,889−12.1%Reduced
Grandview Asset Management LLC14,423$652.0K0.41%−164−1.1%Reduced
Edmond de Rothschild Holding S.A.14,499$655.5K0.02%+1,268+9.6%Added
ARS Investment Partners, LLC14,587$659.5K0.09%−376−2.5%Reduced
Blue Barn Wealth, LLC14,614$660.7K0.43%−313−2.1%Reduced
Ropes Wealth Advisors LLC14,619$660.9K0.12%−120−0.8%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd14,990$677.7K0.01%00.0%Unchanged
Codex Capital, L.L.C.15,000$678.1K0.57%−3,200−17.6%Reduced
Independent Advisor Alliance15,462$699.0K0.00%+1,780+13.0%Added
Ieq Capital, LLC15,791$713.9K0.02%+1,691+12.0%Added
Raymond James Financial Services Advisors, Inc.15,948$721.0K0.00%−1,812−10.2%Reduced
Oppenheimer & Co Inc15,991$723.0K0.02%−3,042−16.0%Reduced
Thrivent Financial for Lutherans16,030$725.0K0.00%+16,030New
Capital Group Investment Management Pte. Ltd.16,213$733.0K0.03%+16,213New
Afg Fiduciary Services Limited Partnership16,323$738.0K0.69%−46−0.3%Reduced
Crestline Management, LP16,583$749.7K0.11%+16,583New
MetLife Investment Management17,099$773.0K0.01%−239−1.4%Reduced
Occudo Quantitative Strategies LP17,244$779.6K0.09%+17,244New
Prudential Financial Inc17,363$785.0K0.00%−141−0.8%Reduced
Jump Financial, LLC17,863$807.6K0.04%−104,500−85.4%Reduced
JustInvest LLC17,934$810.8K0.03%−1,867−9.4%Reduced
Westpac Banking Corp18,006$814.1K0.01%+222+1.2%Added
Cetera Advisor Networks LLC18,184$822.1K0.01%+11,320+164.9%Added
Draper Asset Management, LLC18,273$826.1K1.18%+899+5.2%Added
Strategic Vision Investment Ltd18,475$835.3K0.55%+18,475New
Lyell Wealth Management, LP18,621$841.9K0.13%−468−2.5%Reduced
Creative Planning18,858$852.6K0.00%+11,559+158.4%Added
Banco Bilbao Vizcaya Argentaria, S.A.19,209$858.2K0.01%+9,967+107.8%Added
Elo Mutual Pension Insurance Co19,719$891.0K0.03%+707+3.7%Added
AtonRa Partners19,932$901.1K1.15%−3,094−13.4%Reduced
Icapital Wealth LLC20,068$907.3K0.70%−2,802−12.3%Reduced
Eagle Bay Advisors LLC20,076$907.6K0.51%−114−0.6%Reduced
Lake Street Advisors Group, LLC20,328$919.0K0.06%−63−0.3%Reduced
Perpetual Investment Management Ltd20,375$921.2K0.11%+7,000+52.3%Added
State of Alaska, Department of Revenue20,602$931.0K0.01%+1,122+5.8%Added
Leonteq Securities AG20,890$944.4K0.05%+9,308+80.4%Added
Aspiriant, LLC20,913$945.5K0.05%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.21,000$953.0K0.02%00.0%Unchanged
Sepio Capital, LP21,385$966.8K0.08%+1,455+7.3%Added
Nisa Investment Advisors, LLC21,400$967.0K0.01%+3,140+17.2%Added
Park Avenue Securities LLC21,456$970.0K0.02%+3,139+17.1%Added
Maryland State Retirement & Pension System21,508$972.4K0.03%00.0%Unchanged
D.A. Davidson & Co.21,595$976.3K0.01%+350+1.6%Added
Walleye Capital LLC21,826$986.8K0.02%+21,826New
Vident Investment Advisory, LLC21,832$987.0K0.04%−2,607−10.7%Reduced