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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,228 | $69.8B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.8B |
| Q3 2025 | 1,039 | $59.1B |
| Q2 2025 | 947 | $54.3B |
| Q1 2025 | 872 | $29.8B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $20.7B |
| Q2 2024 | 652 | $21.1B |
| Q1 2024 | 709 | $24.2B |
| Q4 2023 | 678 | $20.7B |
| Q3 2023 | 573 | $15.8B |
| Q2 2023 | 560 | $16.0B |
| Q1 2023 | 572 | $15.1B |
| Q4 2022 | 550 | $10.9B |
| Q3 2022 | 563 | $12.9B |
| Q2 2022 | 550 | $10.3B |
| Q1 2022 | 641 | $28.0B |
| Q4 2021 | 681 | $29.8B |
| Q3 2021 | 620 | $24.6B |
| Q2 2021 | 537 | $22.6B |
| Q1 2021 | 507 | $13.7B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Blueshift Asset Management, LLC | 6,299 | $388.4K | 0.16% | −20,434−76.4% | Reduced |
| Thrivent Financial for Lutherans | 6,353 | $392.0K | 0.00% | −9,677−60.4% | Reduced |
| Perpetual Ltd | 6,375 | $393.1K | 0.00% | +6,375 | New |
| Delphia (USA) Inc. | 6,407 | $395.1K | 0.48% | −3,153−33.0% | Reduced |
| Barings LLC | 6,419 | $395.8K | 0.01% | +6,419 | New |
| Sciencast Management LP | 8,219 | $398.2K | 0.53% | +8,219 | New |
| The PNC Financial Services Group, Inc. | 6,497 | $400.6K | 0.00% | −712−9.9% | Reduced |
| Integrated Wealth Concepts LLC | 6,509 | $401.0K | 0.01% | +6,509 | New |
| Cresset Asset Management, LLC | 6,615 | $407.9K | 0.01% | −50−0.8% | Reduced |
| Vahanian & Associates Financial Planning Inc. | 6,705 | $413.4K | 1.15% | +2,013+42.9% | Added |
| Manufacturers Life Insurance Company, The | 6,707 | $413.6K | 0.00% | +46+0.7% | Added |
| Tokio Marine Asset Management Co Ltd | 6,718 | $414.2K | 0.03% | +767+12.9% | Added |
| Joel Isaacson & Co., LLC | 6,766 | $417.2K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 6,822 | $421.0K | 0.00% | +38+0.6% | Added |
| ASB Consultores, LLC | 6,963 | $429.3K | 0.17% | +1,271+22.3% | Added |
| Kistler-Tiffany Companies, LLC | 6,963 | $429.3K | 0.08% | +2,933+72.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 6,968 | $429.6K | 0.00% | +117+1.7% | Added |
| MYDA Advisors LLC | 7,000 | $431.6K | 0.18% | +7,000 | New |
| Jump Financial, LLC | 7,008 | $432.1K | 0.02% | −10,855−60.8% | Reduced |
| Simplify Asset Management Inc. | 7,036 | $433.8K | 0.08% | +2,467+54.0% | Added |
| Northwestern Mutual Wealth Management Co | 7,093 | $437.4K | 0.00% | −6,554−48.0% | Reduced |
| Parkwood LLC | 7,157 | $441.0K | 0.08% | −2,871−28.6% | Reduced |
| Citizens Financial Group Inc | 7,156 | $441.2K | 0.02% | −1,674−19.0% | Reduced |
| Independent Financial Group, LLC | 7,200 | $444.0K | 0.04% | +1,299+22.0% | Added |
| Beacon Investment Advisory Services, Inc. | 7,219 | $445.1K | 0.02% | −277−3.7% | Reduced |
| MAI Capital Management | 7,333 | $452.2K | 0.01% | −333−4.3% | Reduced |
| Arete Wealth Advisors, LLC | 7,393 | $456.0K | 0.04% | +7,393 | New |
| Atlas Brown,Inc. | 7,400 | $456.3K | 0.21% | +450+6.5% | Added |
| Commerce Bank | 7,493 | $462.0K | 0.00% | +3,056+68.9% | Added |
| Oppenheimer & Co Inc | 7,512 | $463.2K | 0.01% | −8,479−53.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 7,735 | $477.0K | 0.18% | +225+3.0% | Added |
| Panagora Asset Management Inc | 7,800 | $480.9K | 0.00% | −253−3.1% | Reduced |
| Exos TFP Holdings LLC | 7,848 | $483.9K | 0.12% | +5,726+269.8% | Added |
| Corton Capital Inc. | 7,906 | $487.5K | 0.34% | −2,498−24.0% | Reduced |
| V Wealth Advisors LLC | 7,942 | $489.7K | 0.09% | −3,450−30.3% | Reduced |
| Atria Wealth Solutions, Inc. | 8,058 | $496.9K | 0.01% | −4,527−36.0% | Reduced |
| DC Investments Management, LLC | 8,118 | $500.6K | 0.60% | 00.0% | Unchanged |
| Centiva Capital, LP | 8,169 | $503.7K | 0.03% | +8,169 | New |
| Malaga Cove Capital, LLC | 8,297 | $511.6K | 0.25% | 00.0% | Unchanged |
| Macquarie Group Ltd | 8,500 | $524.1K | 0.00% | −153,328−94.7% | Reduced |
| MBM Wealth Consultants, LLC | 12,203 | $525.0K | 0.22% | 00.0% | Unchanged |
| Simplex Trading, LLC | 8,570 | $528.0K | 0.02% | +8,570 | New |
| Acadian Asset Management LLC | 8,686 | $533.0K | 0.00% | +2,757+46.5% | Added |
| Parsons Capital Management Inc | 8,692 | $535.9K | 0.04% | 00.0% | Unchanged |
| Cetera Advisors LLC | 8,772 | $540.9K | 0.01% | −3,391−27.9% | Reduced |
| Wealthfront Advisers LLC | 8,782 | $541.5K | 0.00% | −63−0.7% | Reduced |
| Proequities, Inc. | 8,924 | $550.3K | 0.04% | −875−8.9% | Reduced |
| Jefferies Financial Group Inc. | 8,981 | $553.8K | 0.01% | −1,139−11.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 9,047 | $557.8K | 0.02% | −276,108−96.8% | Reduced |
| Stock Yards Bank & Trust Co | 9,267 | $572.0K | 0.02% | +50+0.5% | Added |
| Moneta Group Investment Advisors LLC | 9,553 | $589.0K | 0.01% | +9,553 | New |
| First Republic Investment Management, Inc. | 9,647 | $594.8K | 0.00% | −1,583−14.1% | Reduced |
| AtonRa Partners | 9,674 | $596.5K | 0.87% | −10,258−51.5% | Reduced |
| CIBC Asset Management Inc | 9,695 | $597.8K | 0.00% | +159+1.7% | Added |
| Steel Peak Wealth Management LLC | 10,000 | $616.6K | 0.04% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 10,174 | $627.3K | 0.01% | +3,469+51.7% | Added |
| Vident Investment Advisory, LLC | 10,184 | $627.9K | 0.02% | −11,648−53.4% | Reduced |
| Point72 Asset Management, L.P. | 10,250 | $632.0K | 0.00% | +10,250 | New |
| Prime Capital Investment Advisors, LLC | 10,280 | $633.9K | 0.03% | +10,280 | New |
| Ieq Capital, LLC | 10,344 | $637.8K | 0.01% | −5,447−34.5% | Reduced |
| Advisory Resource Group | 10,408 | $641.8K | 0.18% | −803−7.2% | Reduced |
| Western Financial Corp | 10,568 | $651.6K | 0.46% | +10,568 | New |
| Two Sigma Securities, LLC | 10,670 | $657.9K | 0.05% | +10,670 | New |
| Robeco Institutional Asset Management B.V. | 10,683 | $658.7K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 10,681 | $659.0K | 0.00% | +183+1.7% | Added |
| Financial Advisory Service, Inc. | 10,790 | $665.3K | 0.07% | +1,310+13.8% | Added |
| Verition Fund Management LLC | 10,980 | $677.0K | 0.01% | −13,837−55.8% | Reduced |
| Avitas Wealth Management LLC | 11,239 | $693.0K | 0.14% | −201−1.8% | Reduced |
| Captrust Financial Advisors | 11,445 | $705.7K | 0.00% | +1,068+10.3% | Added |
| Sigma Planning Corp | 11,591 | $714.7K | 0.02% | +929+8.7% | Added |
| Geneos Wealth Management Inc. | 11,637 | $717.5K | 0.04% | +3,719+47.0% | Added |
| Mercer Global Advisors Inc | 11,660 | $719.0K | 0.00% | +2,458+26.7% | Added |
| LJI Wealth Management, LLC | 11,750 | $724.5K | 0.23% | +1,180+11.2% | Added |
| Lido Advisors, LLC | 11,796 | $727.4K | 0.01% | +468+4.1% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 12,500 | $770.8K | 0.79% | 00.0% | Unchanged |
| Codex Capital, L.L.C. | 15,000 | $774.9K | 0.53% | 00.0% | Unchanged |
| Pitcairn Co | 12,680 | $781.8K | 0.07% | −211−1.6% | Reduced |
| Signaturefd, LLC | 12,751 | $786.2K | 0.02% | −336−2.6% | Reduced |
| Nicholas Investment Partners, LP | 12,845 | $792.0K | 0.06% | −29,233−69.5% | Reduced |
| Grandview Asset Management LLC | 12,861 | $793.0K | 0.47% | −1,562−10.8% | Reduced |
| Boston Private Wealth LLC | 12,902 | $795.5K | 0.01% | +2,571+24.9% | Added |
| Mackenzie Financial Corp | 13,300 | $820.1K | 0.00% | +13,300 | New |
| CIBC World Markets Inc. | 13,566 | $836.0K | 0.00% | +547+4.2% | Added |
| Edmond de Rothschild Holding S.A. | 13,847 | $853.8K | 0.02% | −652−4.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 14,451 | $891.0K | 0.27% | +451+3.2% | Added |
| Pearl River Capital, LLC | 14,483 | $893.0K | 0.14% | +14,483 | New |
| ARS Investment Partners, LLC | 14,587 | $899.4K | 0.11% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 14,614 | $901.1K | 0.56% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 14,654 | $903.6K | 0.16% | +35+0.2% | Added |
| Neuberger Berman Group LLC | 14,873 | $917.1K | 0.00% | −51,477−77.6% | Reduced |
| Van Eck Associates Corp | 14,899 | $919.0K | 0.00% | +14,899 | New |
| Public Sector Pension Investment Board | 15,509 | $956.3K | 0.01% | +1,907+14.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 15,601 | $962.0K | 0.05% | −612−3.8% | Reduced |
| Draper Asset Management, LLC | 15,722 | $969.4K | 1.25% | −2,551−14.0% | Reduced |
| Independent Advisor Alliance | 15,766 | $972.1K | 0.05% | +304+2.0% | Added |
| Ethic Inc. | 15,967 | $984.5K | 0.04% | +3,341+26.5% | Added |
| SlateStone Wealth, LLC | 16,055 | $990.0K | 0.21% | +16,055 | New |
| Daiwa Securities Group Inc. | 16,261 | $1.00M | 0.01% | +2,336+16.8% | Added |
| Gsa Capital Partners LLP | 16,538 | $1.02M | 0.10% | +10,461+172.1% | Added |
| Creative Planning | 16,662 | $1.03M | 0.00% | −2,196−11.6% | Reduced |