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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
WMG Financial Advisors, LLC0$00.00%−3,700−100.0%Sold out
Canvas Wealth Advisors, LLC0$00.00%−3,650−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−3,654−100.0%Sold out
Frank, Rimerman Advisors LLC0$00.00%−166,050−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−2,422−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−2,200−100.0%Sold out
Evoke Wealth, LLC0$00.00%−1,975−100.0%Sold out
Stonebridge Capital Advisors LLC0$00.00%−990−100.0%Sold out
Baldwin Brothers Inc0$00.00%−800−100.0%Sold out
Hudock, Inc.0$00.00%−378−100.0%Sold out
AlphaMark Advisors, LLC0$00.00%−349−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−300−100.0%Sold out
MUFG Americas Holdings Corp0$00.00%−196−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−201−100.0%Sold out
Adirondack Trust Co0$00.00%−175−100.0%Sold out
Ellis Investment Partners, LLC0$00.00%−145−100.0%Sold out
Ancora Advisors, LLC0$00.00%−106−100.0%Sold out
Hantz Financial Services, Inc.0$00.00%−91−100.0%Sold out
McIlrath & Eck, LLC0$00.00%−93−100.0%Sold out
Mizuho Securities Co. Ltd.0$00.00%−79−100.0%Sold out
Elequin Capital LP0$00.00%−76−100.0%Sold out
Paloma Partners Management Co0$00.00%−47−100.0%Sold out
Assetmark, Inc0$00.00%−60−100.0%Sold out
JNBA Financial Advisors0$00.00%−35−100.0%Sold out
BCR Wealth Strategies, LLC0$00.00%−43−100.0%Sold out
Sutton Wealth Advisors Inc.0$00.00%−21−100.0%Sold out
Resources Management Corp0$00.00%−25−100.0%Sold out
Eaton Vance Management––––Not filed
Proem Advisors LLC––––Not filed
Strategic Wealth Advisors Group, LLC––––Not filed
Data Collective II GP, LLC––––Not filed
Corient Capital Partners, LLC––––Not filed
Redpoint Investment Management Pty Ltd––––Not filed
Inverness Counsel LLC––––Not filed
DCVC Opportunity Fund II GP, LLC––––Not filed
American Portfolios Advisors––––Not filed
Covington Capital Management––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
FourThought Financial, LLC––––Not filed