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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.

Q1 2023 vs. Q4 2022

How the institutions holding Cloudflare, Inc. changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of NET: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders55011572+33
Shares242.3M559.8K244.5M+2.73M (+1.1%)
Value$10.9B$25.3M$15.1B+$4.17B (+38.2%)

11 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (87)

Institutions that held Cloudflare, Inc. at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to NET in Q1 2023
InstitutionSharesValue% of portfolio
Value Star Asset Management (Hong Kong) Ltd325,800$20.1M7.86%
Laurion Capital Management LP268,205$16.5M0.75%
Harber Asset Management LLC171,817$10.6M2.86%
Atika Capital Management LLC165,500$10.2M1.59%
Mizuho Markets Cayman LP132,625$8.18M0.35%
CTC LLC137,570$8.10M0.26%
Hel Ved Capital Management Ltd108,530$6.69M3.57%
Capital Fund Management S.A.95,916$5.91M0.12%
O'Neil Global Advisors, Inc.62,310$3.84M1.98%
Titleist Asset Management, LLC57,043$3.52M0.74%
Tredje AP-fonden54,330$3.35M0.05%
SG Americas Securities, LLC37,544$2.31M0.03%
ABN AMRO Bank N.V.34,517$2.14M0.05%
D L Carlson Investment Group Inc32,816$2.02M0.46%
Aquatic Capital Management LLC31,300$1.93M0.12%
Y-Intercept (Hong Kong) Ltd28,674$1.77M0.21%
Fox Run Management, L.L.C.27,367$1.69M0.55%
PEAK6 Investments LLC27,184$1.68M0.11%
Brighton Jones LLC26,384$1.63M0.09%
Keystone Investors Pte Ltd25,099$1.55M0.31%
Harvest Investment Services, LLC17,257$1.06M0.82%
Dai-Ichi Life Insurance Company, Ltd17,048$1.05M0.02%
SlateStone Wealth, LLC16,055$990.0K0.21%
Van Eck Associates Corp14,899$919.0K0.00%
Pearl River Capital, LLC14,483$893.0K0.14%
Mackenzie Financial Corp13,300$820.1K0.00%
Two Sigma Securities, LLC10,670$657.9K0.05%
Western Financial Corp10,568$651.6K0.46%
Prime Capital Investment Advisors, LLC10,280$633.9K0.03%
Point72 Asset Management, L.P.10,250$632.0K0.00%
Moneta Group Investment Advisors LLC9,553$589.0K0.01%
Simplex Trading, LLC8,570$528.0K0.02%
Centiva Capital, LP8,169$503.7K0.03%
Arete Wealth Advisors, LLC7,393$456.0K0.04%
MYDA Advisors LLC7,000$431.6K0.18%
Integrated Wealth Concepts LLC6,509$401.0K0.01%
Sciencast Management LP8,219$398.2K0.53%
Barings LLC6,419$395.8K0.01%
Perpetual Ltd6,375$393.1K0.00%
Sanders Morris Harris LLC6,100$376.1K0.13%
Veritable, L.P.5,832$359.6K0.01%
AIA Group Ltd5,795$357.3K0.02%
Toroso Investments, LLC5,629$347.0K0.01%
Gainplan LLC5,000$308.3K0.20%
Shay Capital LLC5,000$308.3K0.13%
Echo Street Capital Management LLC4,903$302.3K0.00%
Parnassus Investments4,596$283.4K0.00%
Oak Thistle LLC4,423$272.7K0.16%
STRS Ohio4,403$271.0K0.00%
Bridgefront Capital, LLC4,359$268.8K0.16%
Private Advisor Group, LLC4,353$268.4K0.00%
Gateway Advisory, LLC4,337$267.0K0.06%
Van Hulzen Asset Management, LLC4,175$257.0K0.02%
CIBC Private Wealth Group, LLC4,095$252.5K0.00%
Silver Oak Securities, Inc4,029$252.0K0.04%
Metis Global Partners, LLC4,033$248.7K0.02%
Trellis Wealth Advisors LLC4,002$246.8K0.18%
K.J. Harrison & Partners Inc4,000$246.6K0.05%
Miracle Mile Advisors, LLC3,990$246.0K0.01%
Janney Montgomery Scott LLC3,983$246.0K0.00%
Daymark Wealth Partners, LLC3,934$242.6K0.03%
Wealthcare Advisory Partners LLC3,927$242.1K0.01%
RFG Advisory, LLC3,829$236.1K0.01%
Fund Management at Engine No. 1 LLC3,477$214.4K0.04%
Andra AP-fonden3,300$203.5K0.01%
Harvest Fund Management Co., Ltd3,285$202.0K0.04%
Bokf, NA2,507$154.6K0.00%
Healthcare of Ontario Pension Plan Trust Fund2,020$124.6K0.00%
Ostrum Asset Management1,385$85.4K0.01%
Ameritas Advisory Services, LLC1,031$64.3K0.00%
Sunbelt Securities, Inc.498$29.3K0.00%
HM Payson & Co243$15.0K0.00%
GPS Wealth Strategies Group, LLC145$8.94K0.00%
Liberty One Investment Management, LLC124$7.65K0.00%
Baldwin Brothers Inc75$4.63K0.00%
Central Bank & Trust Co65$4.01K0.00%
Pointe Capital Management LLC60$3.70K0.00%
Cape Investment Advisory, Inc.50$3.08K0.00%
Deane Retirement Strategies, Inc.38$2.34K0.00%
Psagot Value Holdings Ltd. / (Israel)31$2.00K0.00%
Venturi Wealth Management, LLC32$1.97K0.00%
Strategic Investment Solutions, Inc.30$1.85K0.00%
Ancora Advisors, LLC27$1.68K0.00%
Clearview Wealth Advisors LLC24$1.48K0.00%
Carolina Wealth Advisors, LLC10$6170.00%
Gradient Investments LLC7$4320.00%
Nalls Sherbakoff Group, LLC7$4130.00%

Sold out (54)

Institutions that held Cloudflare, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of NET in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Millennium Management LLC695,732$31.5M
Wolverine Asset Management LLC322,370$14.6M
Quadrature Capital Ltd268,284$12.1M
Twin Tree Management, LP257,361$11.6M
Renaissance Technologies LLC131,400$5.94M
HRT Financial LP75,622$3.42M
Worldquant Millennium Advisors LLC73,729$3.33M
SQN Investors LP67,037$3.03M
Hidden Lake Asset Management LP59,748$2.70M
Natixis44,955$2.03M
Seven Eight Capital, LP40,602$1.84M
Meeder Asset Management Inc39,547$1.79M
Walleye Trading LLC39,477$1.78M
Schonfeld Strategic Advisors LLC31,216$1.41M
Bank of Nova Scotia30,772$1.39M
BBR Partners, LLC26,028$1.18M
Cipher Capital LP23,868$1.08M
Canada Pension Plan Investment Board22,413$1.01M
Prelude Capital Management, LLC21,913$990.7K
Occudo Quantitative Strategies LP17,244$779.6K
Crestline Management, LP16,583$749.7K
Allstate Corp12,991$587.3K
Sherbrooke Park Advisers LLC11,400$515.4K
Mirador Capital Partners LP10,582$478.4K
CenterBook Partners LP9,734$440.1K
ProShare Advisors LLC8,677$392.3K
DuPont Capital Management Corp8,192$370.4K
Motley Fool Asset Management LLC5,892$266.4K
Kestra Private Wealth Services, LLC5,804$262.4K
Gyon Technologies Capital Management, LP5,436$245.8K
Marex Group plc4,935$223.1K
International Assets Investment Management, LLC4,751$214.8K
Capital Impact Advisors, LLC3,123$141.2K
Money Concepts Capital Corp1,676$75.8K
Comerica Securities,inc.1,467$66.3K
Credit Agricole S A1,200$54.3K
U.S. Capital Wealth Advisors, LLC1,004$45.4K
Nomura Holdings Inc655$30.0K
HBK Sorce Advisory LLC449,622$22.0K
Trifecta Capital Advisors, LLC355$16.1K
Stonehage Fleming Financial Services Holdings Ltd301$13.6K
Riverview Trust Co221$10.0K
J.Safra Asset Management Corp137$6.00K
Optimum Investment Advisors100$4.52K
Crewe Advisors LLC97$4.38K
Romano Brothers and Company96$4.34K
Anchor Investment Management, LLC80$3.62K
Caldwell Trust Co50$2.26K
Accurate Wealth Management, LLC50$2.09K
My Personal CFO, LLC34$1.54K
Zions Bancorporation, N.A.16$723
Fiduciary Alliance LLC15$678
Harbor Investment Advisory, LLC8$362
Sofos Investments, Inc.45$198

Not filed for Q1 2023 yet (11)

Institutions that held Cloudflare, Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NET in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Personal Capital Advisors Corp453,384$20.5M
Titleist Asset Management, Ltd.53,654$2.43M
Perpetual Investment Management Ltd20,375$921.2K
Comerica Bank13,688$634.0K
Allstate Investment Management Co12,991$587.3K
Trustcore Financial Services, LLC2,286$103.3K
Alpha Paradigm Partners, LLC1,426$64.0K
Seeyond1,314$59.4K
CoreCap Advisors, LLC315$14.2K
Sargent Bickham Lagudis LLC271$12.3K
Glass Jacobson Investment Advisors llc100$4.52K