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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, Q1 2023

Institutional positions in Cloudflare, Inc. as of Mar 31, 2023. 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
572
+33 vs. Q4 2022
Shares held
244.5M
+2.73M (+1.1%) vs. Q4 2022
Total value
$15.1B
+$4.17B (+38.2%) vs. Q4 2022
New holders
87
216 more added
Sold out
54
174 more reduced

11 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 572 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 heldQ1 2023: $15.1B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q4 2022.

Institutions holding NET in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Steward Financial Group LLC12$00.00%+6+100.0%Added
True Wealth Design, LLC1$620.00%00.0%Unchanged
SJS Investment Consulting Inc.3$1850.00%00.0%Unchanged
Disciplined Investments, LLC4$2470.00%00.0%Unchanged
Schubert & Co6$3700.00%+1+20.0%Added
Nalls Sherbakoff Group, LLC7$4130.00%+7New
Whittier Trust Co7$4310.00%−48−87.3%Reduced
Gradient Investments LLC7$4320.00%+7New
Institutional & Family Asset Management, LLC10$6170.00%00.0%Unchanged
Wolff Wiese Magana LLC10$6170.00%00.0%Unchanged
Carolina Wealth Advisors, LLC10$6170.00%+10New
Financial Freedom, LLC12$7400.00%00.0%Unchanged
Ronald Blue Trust, Inc.31$1.00K0.00%−96−75.6%Reduced
Delos Wealth Advisors, LLC20$1.23K0.00%00.0%Unchanged
Raffa Wealth Management, LLC23$1.42K0.00%00.0%Unchanged
West Branch Capital LLC24$1.48K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC24$1.48K0.00%+24New
Ancora Advisors, LLC27$1.68K0.00%+27New
Baker Avenue Asset Management, LP29$1.79K0.00%−7−19.4%Reduced
Versant Capital Management, Inc30$1.83K0.00%+6+25.0%Added
Allspring Global Investments Holdings, LLC30$1.85K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC30$1.85K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC30$1.85K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.30$1.85K0.00%+30New
Venturi Wealth Management, LLC32$1.97K0.00%+32New
Psagot Value Holdings Ltd. / (Israel)31$2.00K0.00%+31New
Fifth Third Bancorp33$2.04K0.00%−26−44.1%Reduced
Farther Finance Advisors, LLC36$2.22K0.00%+20+125.0%Added
Cullen/Frost Bankers, Inc.37$2.28K0.00%00.0%Unchanged
PayPay Securities Corp38$2.34K0.16%−40−51.3%Reduced
Deane Retirement Strategies, Inc.38$2.34K0.00%+38New
Massmutual Trust Co FSB40$2.47K0.00%00.0%Unchanged
South State Corp.40$2.47K0.00%00.0%Unchanged
Providence Capital Advisors, LLC40$2.47K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC40$2.47K0.00%00.0%Unchanged
Concord Wealth Partners42$2.59K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC53$3.00K0.00%−7−11.7%Reduced
Hall Laurie J Trustee50$3.00K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC51$3.00K0.00%00.0%Unchanged
Central Trust Co50$3.08K0.00%00.0%Unchanged
Toth Financial Advisory Corp50$3.08K0.00%00.0%Unchanged
Pittenger & Anderson Inc50$3.08K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.50$3.08K0.00%+50New
Sittner & Nelson, LLC51$3.15K0.00%00.0%Unchanged
FIL Ltd51$3.15K0.00%+42+466.7%Added
Carmichael Hill & Associates, Inc.53$3.27K0.00%00.0%Unchanged
HighMark Wealth Management LLC55$3.39K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC55$3.39K0.00%+12+27.9%Added
Pointe Capital Management LLC60$3.70K0.00%+60New
Central Bank & Trust Co65$4.01K0.00%+65New
Loring Wolcott & Coolidge Fiduciary Advisors LLP70$4.32K0.00%00.0%Unchanged
Hollencrest Capital Management71$4.38K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.75$4.63K0.00%00.0%Unchanged
Baldwin Brothers Inc75$4.63K0.00%+75New
AdvisorNet Financial, Inc81$4.99K0.00%+6+8.0%Added
Financial Management Professionals, Inc.77$5.00K0.00%00.0%Unchanged
Core Alternative Capital83$5.12K0.00%+22+36.1%Added
Glassman Wealth Services91$5.61K0.00%−39−30.0%Reduced
Plante Moran Financial Advisors, LLC100$6.17K0.00%00.0%Unchanged
Center for Financial Planning, Inc.100$6.17K0.00%00.0%Unchanged
Focused Wealth Management, Inc103$6.35K0.00%00.0%Unchanged
Park Place Capital Corp106$6.54K0.00%+42+65.6%Added
WFA Asset Management Corp120$7.40K0.00%00.0%Unchanged
Liberty One Investment Management, LLC124$7.65K0.00%+124New
Armstrong Advisory Group, Inc125$7.71K0.00%−75−37.5%Reduced
Bell Investment Advisors, Inc125$7.71K0.00%−22−15.0%Reduced
Hillsdale Investment Management Inc.125$7.71K0.00%00.0%Unchanged
CVA Family Office, LLC125$7.71K0.00%+110+733.3%Added
Cohen & Steers, Inc.124$8.00K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC145$8.94K0.00%+145New
Trust Co of Vermont150$9.25K0.00%00.0%Unchanged
Loomis Sayles & Co L P170$10.0K0.00%+138+431.3%Added
JJJ Advisors Inc.156$10.1K0.00%−10−6.0%Reduced
Huntington National Bank167$10.3K0.00%+165+8,250.0%Added
ICA Group Wealth Management, LLC170$10.5K0.00%00.0%Unchanged
Earnest Partners LLC180$11.1K0.00%00.0%Unchanged
Covestor Ltd208$13.0K0.01%−2−1.0%Reduced
Aspire Private Capital, LLC230$14.2K0.00%00.0%Unchanged
Headlands Technologies LLC239$14.7K0.01%−1,394−85.4%Reduced
HM Payson & Co243$15.0K0.00%+243New
Spire Wealth Management257$15.8K0.00%−1,173−82.0%Reduced
Richard W. Paul & Associates, LLC265$16.3K0.01%00.0%Unchanged
Clearstead Advisors, LLC285$17.6K0.00%00.0%Unchanged
Retirement Group, LLC300$18.0K0.01%+200+200.0%Added
Rise Advisors, LLC294$18.1K0.01%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt300$18.5K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC335$20.7K0.00%−100−23.0%Reduced
Riggs Asset Managment Co. Inc.352$21.7K0.01%00.0%Unchanged
IFP Advisors, Inc1,209$21.8K0.00%−1,331−52.4%Reduced
Parkside Financial Bank & Trust383$23.6K0.01%+273+248.2%Added
Glen Eagle Advisors, LLC385$23.7K0.01%−20−4.9%Reduced
BerganKDV Wealth Management, LLC446$27.5K0.00%00.0%Unchanged
TD Private Client Wealth LLC459$28.3K0.00%+65+16.5%Added
Sunbelt Securities, Inc.498$29.3K0.00%+498New
TCI Wealth Advisors, Inc.477$29.4K0.00%+9+1.9%Added
New Millennium Group LLC493$30.4K0.03%00.0%Unchanged
GWM Advisors LLC494$30.5K0.00%−1,840−78.8%Reduced
Antonetti Capital Management LLC500$30.8K0.04%00.0%Unchanged
BBJS Financial Advisors, LLC500$30.8K0.01%00.0%Unchanged
Sandy Spring Bank554$34.2K0.00%00.0%Unchanged