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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, 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: $10.9B
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, 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
CIBC World Markets Inc.13,019$589.0K0.00%−9,460−42.1%Reduced
Allstate Corp12,991$587.3K0.02%+178+1.4%Added
Allstate Investment Management Co12,991$587.3K0.02%+12,991New
Pitcairn Co12,891$582.8K0.06%+1,927+17.6%Added
Ethic Inc.12,626$570.8K0.03%+619+5.2%Added
Atria Wealth Solutions, Inc.12,585$566.3K0.01%+796+6.8%Added
Generali Investments Towarzystwo Funduszy Inwestycyjnych12,500$565.1K0.80%+12,500New
Cetera Advisors LLC12,163$549.9K0.01%+4,356+55.8%Added
MBM Wealth Consultants, LLC12,203$525.0K0.25%+3,573+41.4%Added
Avitas Wealth Management LLC11,440$517.2K0.11%−3,207−21.9%Reduced
Sherbrooke Park Advisers LLC11,400$515.4K0.38%+11,400New
V Wealth Advisors LLC11,392$515.0K0.11%+4,200+58.4%Added
Lido Advisors, LLC11,328$512.1K0.01%+61+0.5%Added
Swedbank AB11,285$510.2K0.00%−17,800−61.2%Reduced
First Republic Investment Management, Inc.11,230$507.7K0.00%+1,903+20.4%Added
Advisory Resource Group11,211$506.8K0.15%+2,786+33.1%Added
Robeco Institutional Asset Management B.V.10,683$483.0K0.00%+3,905+57.6%Added
Sigma Planning Corp10,662$482.1K0.02%−1,570−12.8%Reduced
Mirador Capital Partners LP10,582$478.4K0.11%00.0%Unchanged
LJI Wealth Management, LLC10,570$477.9K0.17%+10,570New
M&T Bank Corp10,498$475.1K0.00%+83+0.8%Added
Corton Capital Inc.10,404$470.4K0.39%+664+6.8%Added
Captrust Financial Advisors10,377$469.1K0.00%+4,626+80.4%Added
Boston Private Wealth LLC10,331$467.1K0.01%−1,052−9.2%Reduced
Perigon Wealth Management, LLC10,213$461.7K0.03%+2,191+27.3%Added
Jefferies Financial Group Inc.10,120$457.5K0.01%+10,120New
Parkwood LLC10,028$453.0K0.09%+2,841+39.5%Added
Steel Peak Wealth Management LLC10,000$452.1K0.03%00.0%Unchanged
Proequities, Inc.9,799$443.0K0.04%+1,395+16.6%Added
CenterBook Partners LP9,734$440.1K0.07%+9,734New
Delphia (USA) Inc.9,560$432.2K0.50%−361−3.6%Reduced
CIBC Asset Management Inc9,536$431.1K0.00%−4,473−31.9%Reduced
Wolverine Trading, LLC9,501$430.0K0.01%−19,537−67.3%Reduced
Point72 Middle East FZE9,484$428.8K0.03%+9,484New
Financial Advisory Service, Inc.9,480$428.6K0.05%+1,650+21.1%Added
ExodusPoint Capital Management, LP9,259$419.0K0.01%−39,863−81.2%Reduced
Stock Yards Bank & Trust Co9,217$417.0K0.02%+1,214+15.2%Added
Mercer Global Advisors Inc9,202$416.0K0.00%−513−5.3%Reduced
Wealthfront Advisers LLC8,845$399.9K0.00%+761+9.4%Added
Citizens Financial Group Inc8,830$399.2K0.02%+285+3.3%Added
Parsons Capital Management Inc8,692$393.0K0.03%00.0%Unchanged
ProShare Advisors LLC8,677$392.3K0.00%−750−8.0%Reduced
Malaga Cove Capital, LLC8,297$375.1K0.20%−1,392−14.4%Reduced
DuPont Capital Management Corp8,192$370.4K0.02%+7,992+3,996.0%Added
DC Investments Management, LLC8,118$367.0K0.46%+8,118New
Panagora Asset Management Inc8,053$364.1K0.00%−639−7.4%Reduced
Geneos Wealth Management Inc.7,918$358.0K0.02%−1,315−14.2%Reduced
MAI Capital Management7,666$346.6K0.01%+162+2.2%Added
CWM Advisors, LLC7,605$343.8K0.04%+2,398+46.1%Added
Householder Group Estate & Retirement Specialist, LLC7,510$339.0K0.51%+942+14.3%Added
Beacon Investment Advisory Services, Inc.7,496$338.9K0.02%+4+0.1%Added
The PNC Financial Services Group, Inc.7,209$325.9K0.00%−1,749−19.5%Reduced
National Asset Management, Inc.7,172$324.2K0.01%−240−3.2%Reduced
Cutler Group LP7,043$318.0K0.04%−24,933−78.0%Reduced
Atlas Brown,Inc.6,950$314.2K0.15%+1,250+21.9%Added
SevenOneSeven Capital Management6,876$310.9K0.67%+2,680+63.9%Added
Kayne Anderson Rudnick Investment Management LLC6,851$309.7K0.00%+1,118+19.5%Added
Ci Investments Inc.6,784$307.0K0.00%+1,377+25.5%Added
Joel Isaacson & Co., LLC6,766$305.9K0.02%00.0%Unchanged
Guggenheim Capital LLC6,705$303.1K0.00%−222−3.2%Reduced
Cresset Asset Management, LLC6,665$301.3K0.00%−100−1.5%Reduced
Manufacturers Life Insurance Company, The6,661$301.1K0.00%−780−10.5%Reduced
Zweig-DiMenna Associates LLC6,600$298.4K0.04%00.0%Unchanged
Balboa Wealth Partners6,500$293.9K0.13%+6,500New
Swiss Life Asset Management Ltd6,435$292.0K0.00%+6,435New
Gsa Capital Partners LLP6,077$275.0K0.03%+6,077New
Vestcor Inc6,039$273.0K0.01%+77+1.3%Added
Change Path, LLC5,979$270.0K0.01%+1,395+30.4%Added
Tokio Marine Asset Management Co Ltd5,951$269.0K0.02%+847+16.6%Added
Acadian Asset Management LLC5,929$268.0K0.00%+2,228+60.2%Added
Independent Financial Group, LLC5,901$266.8K0.02%+33+0.6%Added
Motley Fool Asset Management LLC5,892$266.4K0.03%−551−8.6%Reduced
Harbour Capital Advisors, LLC6,120$263.3K0.09%+6,120New
Kestra Private Wealth Services, LLC5,804$262.4K0.01%−752−11.5%Reduced
ASB Consultores, LLC5,692$257.3K0.11%+66+1.2%Added
Gyon Technologies Capital Management, LP5,436$245.8K0.09%+5,436New
Souders Financial Advisors5,383$243.4K0.06%+59+1.1%Added
Kovack Advisors, Inc.5,295$239.4K0.04%−758−12.5%Reduced
Umb Bank N A5,272$239.0K0.00%+534+11.3%Added
Penserra Capital Management LLC5,292$237.0K0.01%−379−6.7%Reduced
Shell Asset Management Co5,228$236.0K0.01%−879−14.4%Reduced
B. Metzler seel. Sohn & Co. AG5,207$235.4K0.00%00.0%Unchanged
Marex Group plc4,935$223.1K0.03%+4,935New
Hill Island Financial LLC4,906$221.8K0.10%00.0%Unchanged
Peak Asset Management, LLC4,811$217.5K0.06%+34+0.7%Added
Nwam LLC4,796$216.8K0.02%−268−5.3%Reduced
International Assets Investment Management, LLC4,751$214.8K0.02%+4,751New
Vahanian & Associates Financial Planning Inc.4,692$212.1K0.69%+950+25.4%Added
Simplify Asset Management Inc.4,569$206.6K0.03%−55−1.2%Reduced
Synergy Financial Group, LTD4,521$204.4K0.40%−1,343−22.9%Reduced
Commerce Bank4,437$200.6K0.00%+4,437New
American International Group, Inc.4,331$195.8K0.00%−47−1.1%Reduced
Seaport Global Advisors, LLC4,314$195.0K0.68%−1,084−20.1%Reduced
Steward Partners Investment Advisory, LLC4,061$183.6K0.00%−123−2.9%Reduced
Kistler-Tiffany Companies, LLC4,030$182.2K0.04%+3,717+1,187.5%Added
Texas Treasury Safekeeping Trust Co3,963$179.0K0.06%00.0%Unchanged
CWM, LLC3,826$173.0K0.00%−598−13.5%Reduced
Column Capital Advisors, LLC3,708$167.6K0.03%00.0%Unchanged
Tower Research Capital LLC (TRC)3,593$162.0K0.01%−5,743−61.5%Reduced
Archer Investment Corp3,400$153.7K0.06%00.0%Unchanged