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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
Financial Management Professionals, Inc.77$3.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC60$3.00K0.00%+15+33.3%Added
Park Place Capital Corp64$3.00K0.00%+64New
Core Alternative Capital61$2.76K0.00%−20−24.7%Reduced
Fifth Third Bancorp59$2.67K0.00%−6−9.2%Reduced
HighMark Wealth Management LLC55$2.49K0.00%00.0%Unchanged
Whittier Trust Co55$2.48K0.00%+48+685.7%Added
Carmichael Hill & Associates, Inc.53$2.40K0.00%00.0%Unchanged
Sittner & Nelson, LLC51$2.31K0.00%+51New
Caldwell Trust Co50$2.26K0.00%00.0%Unchanged
Central Trust Co50$2.26K0.00%−150−75.0%Reduced
Toth Financial Advisory Corp50$2.26K0.00%00.0%Unchanged
Pittenger & Anderson Inc50$2.26K0.00%00.0%Unchanged
Accurate Wealth Management, LLC50$2.09K0.00%+50New
Hall Laurie J Trustee50$2.00K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC51$2.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB40$2.00K0.00%+2+5.3%Added
JFS Wealth Advisors, LLC43$1.94K0.00%−8−15.7%Reduced
Concord Wealth Partners42$1.90K0.00%+42New
Laurel Wealth Advisors LLC40$1.81K0.00%00.0%Unchanged
South State Corp.40$1.81K0.00%00.0%Unchanged
Providence Capital Advisors, LLC40$1.81K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.37$1.67K0.00%−4−9.8%Reduced
Baker Avenue Asset Management, LP36$1.63K0.00%+36New
My Personal CFO, LLC34$1.54K0.00%+34New
Allspring Global Investments Holdings, LLC30$1.36K0.00%−999−97.1%Reduced
Tradewinds Capital Management, LLC30$1.36K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC30$1.36K0.00%+30New
West Branch Capital LLC24$1.08K0.00%−243−91.0%Reduced
Versant Capital Management, Inc24$1.08K0.00%−17−41.5%Reduced
Raffa Wealth Management, LLC23$1.04K0.00%−13−36.1%Reduced
Loomis Sayles & Co L P32$1.00K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC20$9040.00%00.0%Unchanged
Zions Bancorporation, N.A.16$7230.00%−26−61.9%Reduced
Farther Finance Advisors, LLC16$7230.00%+16New
CVA Family Office, LLC15$6780.00%−465−96.9%Reduced
Fiduciary Alliance LLC15$6780.00%+15New
Financial Freedom, LLC12$5430.00%+12New
Institutional & Family Asset Management, LLC10$4520.00%00.0%Unchanged
Wolff Wiese Magana LLC10$4520.00%+10New
FIL Ltd9$4070.00%+5+125.0%Added
Harbor Investment Advisory, LLC8$3620.00%00.0%Unchanged
Schubert & Co5$2260.00%−3−37.5%Reduced
Sofos Investments, Inc.45$1980.00%+45New
Disciplined Investments, LLC4$1810.00%−2−33.3%Reduced
SJS Investment Consulting Inc.3$1360.00%+2+200.0%Added
Huntington National Bank2$900.00%00.0%Unchanged
True Wealth Design, LLC1$450.00%+1New
Steward Financial Group LLC6$00.00%+6New
Transamerica Financial Advisors, Inc.3––00.0%Unchanged
Atika Capital Management LLC0$00.00%−252,500−100.0%Sold out
Duquesne Family Office LLCSuperinvestorDuquesne Family Office0$00.00%−249,305−100.0%Sold out
Matrix Capital Management Company, LP0$00.00%−160,000−100.0%Sold out
CTC LLC0$00.00%−116,227−100.0%Sold out
Freemont Management S.A.0$00.00%−115,700−100.0%Sold out
Vista Equity Partners Management, LLC0$00.00%−112,294−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−92,084−100.0%Sold out
Waverton Investment Management Ltd0$00.00%−85,342−100.0%Sold out
Lombard Odier Asset Management (USA) Corp0$00.00%−55,000−100.0%Sold out
Center Lake Capital Management, LLC0$00.00%−50,000−100.0%Sold out
Bridgewater Associates, LP0$00.00%−47,979−100.0%Sold out
AQR Capital Management LLC0$00.00%−37,552−100.0%Sold out
Cynosure Management, LLC0$00.00%−34,224−100.0%Sold out
Mass Ave Global Inc.0$00.00%−31,728−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−28,999−100.0%Sold out
Mackenzie Financial Corp0$00.00%−19,228−100.0%Sold out
Caas Capital Management LP0$00.00%−18,611−100.0%Sold out
New York Life Investments Alternatives0$00.00%−16,652−100.0%Sold out
PDT Partners, LLC0$00.00%−15,900−100.0%Sold out
SG Americas Securities, LLC0$00.00%−13,614−100.0%Sold out
Capital Fund Management S.A.0$00.00%−12,284−100.0%Sold out
Centiva Capital, LP0$00.00%−12,000−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−11,900−100.0%Sold out
IMC-Chicago, LLC0$00.00%−10,964−100.0%Sold out
Castle Rock Wealth Management, LLC0$00.00%−11,926−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−10,740−100.0%Sold out
Andra AP-fonden0$00.00%−10,700−100.0%Sold out
Twin Capital Management Inc0$00.00%−9,979−100.0%Sold out
Keybank National Association0$00.00%−9,546−100.0%Sold out
Impax Asset Management Group plc0$00.00%−8,319−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−8,055−100.0%Sold out
Cinctive Capital Management LP0$00.00%−7,000−100.0%Sold out
Toroso Investments, LLC0$00.00%−6,611−100.0%Sold out
Institute for Wealth Management, LLC.0$00.00%−6,319−100.0%Sold out
Brighton Jones LLC0$00.00%−6,231−100.0%Sold out
Financial Management Network Inc0$00.00%−4,774−100.0%Sold out
Pekin Hardy Strauss, Inc.0$00.00%−5,137−100.0%Sold out
Algert Global LLC0$00.00%−4,756−100.0%Sold out
Intrust Bank NA0$00.00%−4,723−100.0%Sold out
Schechter Investment Advisors, LLC0$00.00%−4,713−100.0%Sold out
Moneta Group Investment Advisors LLC0$00.00%−4,628−100.0%Sold out
Van Hulzen Asset Management, LLC0$00.00%−4,605−100.0%Sold out
Ground Swell Capital, LLC0$00.00%−4,103−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−4,010−100.0%Sold out
Magnetar Financial LLC0$00.00%−3,963−100.0%Sold out
Miracle Mile Advisors, LLC0$00.00%−3,960−100.0%Sold out
Synovus Financial Corp0$00.00%−4,006−100.0%Sold out
Buckingham Strategic Wealth, LLC0$00.00%−3,880−100.0%Sold out
Western Wealth Management, LLC0$00.00%−3,802−100.0%Sold out
Pathstone Family Office, LLC0$00.00%−3,542−100.0%Sold out