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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
First Manhattan Co610$37.6K0.00%00.0%Unchanged
Lindbrook Capital, LLC614$37.9K0.00%+108+21.3%Added
TFC Financial Management640$39.5K0.01%00.0%Unchanged
Global Retirement Partners, LLC944$39.6K0.00%+43+4.8%Added
Creative Financial Designs Inc650$40.1K0.01%00.0%Unchanged
Bogart Wealth, LLC657$40.5K0.00%+432+192.0%Added
Quadrant Capital Group LLC659$40.6K0.00%−503−43.3%Reduced
First Horizon Advisors, Inc.666$41.1K0.00%−16−2.3%Reduced
Benjamin F. Edwards & Company, Inc.756$47.0K0.00%−700−48.1%Reduced
Financial Perspectives, Inc778$48.0K0.02%00.0%Unchanged
Manchester Capital Management LLC780$48.1K0.01%−2,397−75.4%Reduced
Harbour Investments, Inc.781$48.2K0.00%00.0%Unchanged
Advisors Asset Management, Inc.938$57.8K0.00%−588−38.5%Reduced
Adalta Capital Management LLC950$59.0K0.04%−50−5.0%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,000$61.7K0.00%−1−0.1%Reduced
Albion Financial Group1,000$61.7K0.01%00.0%Unchanged
Belmont Capital, LLC1,000$61.7K0.05%00.0%Unchanged
Ameritas Advisory Services, LLC1,031$64.3K0.00%+1,031New
BI Asset Management Fondsmaeglerselskab A/S1,196$74.0K0.00%+739+161.7%Added
Penserra Capital Management LLC1,293$79.0K0.00%−3,999−75.6%Reduced
Quent Capital, LLC1,351$83.3K0.01%+75+5.9%Added
Ostrum Asset Management1,385$85.4K0.01%+1,385New
Montag A & Associates Inc1,428$88.1K0.01%+86+6.4%Added
City State Bank1,450$89.0K0.05%−100−6.5%Reduced
Allworth Financial LP1,495$92.2K0.00%+132+9.7%Added
Dark Forest Capital Management LP1,675$103.3K0.02%+1,569+1,480.2%Added
Parallel Advisors, LLC1,778$109.6K0.00%+412+30.2%Added
EverSource Wealth Advisors, LLC1,937$119.4K0.01%−139−6.7%Reduced
Ossiam1,979$122.0K0.00%+338+20.6%Added
Healthcare of Ontario Pension Plan Trust Fund2,020$124.6K0.00%+2,020New
Accel Wealth Management2,122$130.8K0.05%00.0%Unchanged
Bokf, NA2,507$154.6K0.00%+2,507New
Whittier Trust Co of Nevada Inc2,646$163.1K0.01%00.0%Unchanged
Ellevest, Inc.2,685$165.6K0.01%+335+14.3%Added
Pier 88 Investment Partners LLC2,730$168.3K0.04%00.0%Unchanged
C M Bidwell & Associates Ltd2,803$172.8K0.13%−13−0.5%Reduced
Newbridge Financial Services Group, Inc.2,987$184.2K0.10%00.0%Unchanged
Seaport Global Advisors, LLC3,030$186.8K0.59%−1,284−29.8%Reduced
TD Waterhouse Canada Inc.2,956$188.7K0.00%−41−1.4%Reduced
Harvest Fund Management Co., Ltd3,285$202.0K0.04%+3,285New
Andra AP-fonden3,300$203.5K0.01%+3,300New
Bayesian Capital Management, LP3,361$207.2K0.03%−32,300−90.6%Reduced
Steward Partners Investment Advisory, LLC3,373$208.0K0.00%−688−16.9%Reduced
Hill Island Financial LLC4,906$210.4K0.08%00.0%Unchanged
Fund Management at Engine No. 1 LLC3,477$214.4K0.04%+3,477New
Advisory Services Network, LLC3,510$216.4K0.01%+430+14.0%Added
National Asset Management, Inc.3,634$224.1K0.01%−3,538−49.3%Reduced
Column Capital Advisors, LLC3,708$228.6K0.03%00.0%Unchanged
Cutler Group LP3,752$231.0K0.04%−3,291−46.7%Reduced
RFG Advisory, LLC3,829$236.1K0.01%+3,829New
Wealthcare Advisory Partners LLC3,927$242.1K0.01%+3,927New
Daymark Wealth Partners, LLC3,934$242.6K0.03%+3,934New
Janney Montgomery Scott LLC3,983$246.0K0.00%+3,983New
Miracle Mile Advisors, LLC3,990$246.0K0.01%+3,990New
K.J. Harrison & Partners Inc4,000$246.6K0.05%+4,000New
Trellis Wealth Advisors LLC4,002$246.8K0.18%+4,002New
Metis Global Partners, LLC4,033$248.7K0.02%+4,033New
Silver Oak Securities, Inc4,029$252.0K0.04%+4,029New
CIBC Private Wealth Group, LLC4,095$252.5K0.00%+4,095New
Fortis Capital Advisors, LLC4,150$255.9K0.14%+3,650+730.0%Added
Van Hulzen Asset Management, LLC4,175$257.0K0.02%+4,175New
Synergy Financial Group, LTD4,191$258.4K0.42%−330−7.3%Reduced
Private Advisory Group LLC4,192$258.5K0.05%−62,846−93.7%Reduced
American International Group, Inc.4,208$259.5K0.00%−123−2.8%Reduced
National Bank of Canada4,228$260.6K0.00%−309,422−98.7%Reduced
Gateway Advisory, LLC4,337$267.0K0.06%+4,337New
Private Advisor Group, LLC4,353$268.4K0.00%+4,353New
Bridgefront Capital, LLC4,359$268.8K0.16%+4,359New
STRS Ohio4,403$271.0K0.00%+4,403New
Oak Thistle LLC4,423$272.7K0.16%+4,423New
Los Angeles Capital Management LLC4,424$272.8K0.00%−73,462−94.3%Reduced
CWM, LLC4,495$277.0K0.00%+669+17.5%Added
Balboa Wealth Partners4,560$281.2K0.11%−1,940−29.8%Reduced
Parnassus Investments4,596$283.4K0.00%+4,596New
Tower Research Capital LLC (TRC)4,601$284.0K0.01%+1,008+28.1%Added
SevenOneSeven Capital Management5,775$288.9K0.65%−1,101−16.0%Reduced
Peak Asset Management, LLC4,824$297.4K0.07%+13+0.3%Added
Echo Street Capital Management LLC4,903$302.3K0.00%+4,903New
Gainplan LLC5,000$308.3K0.20%+5,000New
Shay Capital LLC5,000$308.3K0.13%+5,000New
Nwam LLC5,021$309.6K0.03%+225+4.7%Added
B. Metzler seel. Sohn & Co. AG5,207$321.1K0.00%00.0%Unchanged
Shell Asset Management Co5,228$322.0K0.01%00.0%Unchanged
Umb Bank N A5,243$323.3K0.01%−29−0.6%Reduced
Souders Financial Advisors5,248$323.6K0.07%−135−2.5%Reduced
Texas Treasury Safekeeping Trust Co5,284$326.0K0.09%+1,321+33.3%Added
Archer Investment Corp5,870$336.8K0.12%+2,470+72.6%Added
Kovack Advisors, Inc.5,485$338.2K0.05%+190+3.6%Added
Perigon Wealth Management, LLC5,579$344.0K0.02%−4,634−45.4%Reduced
Toroso Investments, LLC5,629$347.0K0.01%+5,629New
AIA Group Ltd5,795$357.3K0.02%+5,795New
Belpointe Asset Management LLC5,829$359.4K0.02%+5,151+759.7%Added
Veritable, L.P.5,832$359.6K0.01%+5,832New
Change Path, LLC5,864$362.0K0.02%−115−1.9%Reduced
Graham Capital Management, L.P.5,997$369.8K0.01%−19,784−76.7%Reduced
Vestcor Inc6,039$372.0K0.01%00.0%Unchanged
CWM Advisors, LLC6,062$373.8K0.05%−1,543−20.3%Reduced
Sanders Morris Harris LLC6,100$376.1K0.13%+6,100New
Zweig-DiMenna Associates LLC6,130$378.0K0.05%−470−7.1%Reduced
Harbour Capital Advisors, LLC6,250$385.4K0.12%+130+2.1%Added