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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
Kestra Private Wealth Services, LLC0$00.00%−5,804−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−5,436−100.0%Sold out
Marex Group plc0$00.00%−4,935−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−4,751−100.0%Sold out
Capital Impact Advisors, LLC0$00.00%−3,123−100.0%Sold out
Money Concepts Capital Corp0$00.00%−1,676−100.0%Sold out
Comerica Securities,inc.0$00.00%−1,467−100.0%Sold out
Credit Agricole S A0$00.00%−1,200−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−1,004−100.0%Sold out
Nomura Holdings Inc0$00.00%−655−100.0%Sold out
HBK Sorce Advisory LLC0$00.00%−449,622−100.0%Sold out
Trifecta Capital Advisors, LLC0$00.00%−355−100.0%Sold out
Stonehage Fleming Financial Services Holdings Ltd0$00.00%−301−100.0%Sold out
Riverview Trust Co0$00.00%−221−100.0%Sold out
J.Safra Asset Management Corp0$00.00%−137−100.0%Sold out
Optimum Investment Advisors0$00.00%−100−100.0%Sold out
Crewe Advisors LLC0$00.00%−97−100.0%Sold out
Romano Brothers and Company0$00.00%−96−100.0%Sold out
Anchor Investment Management, LLC0$00.00%−80−100.0%Sold out
Caldwell Trust Co0$00.00%−50−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−50−100.0%Sold out
My Personal CFO, LLC0$00.00%−34−100.0%Sold out
Zions Bancorporation, N.A.0$00.00%−16−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−15−100.0%Sold out
Harbor Investment Advisory, LLC0$00.00%−8−100.0%Sold out
Sofos Investments, Inc.0$00.00%−45−100.0%Sold out
Personal Capital Advisors Corp––––Not filed
Titleist Asset Management, Ltd.––––Not filed
Perpetual Investment Management Ltd––––Not filed
Comerica Bank––––Not filed
Allstate Investment Management Co––––Not filed
Trustcore Financial Services, LLC––––Not filed
Alpha Paradigm Partners, LLC––––Not filed
Seeyond––––Not filed
CoreCap Advisors, LLC––––Not filed
Sargent Bickham Lagudis LLC––––Not filed
Glass Jacobson Investment Advisors llc––––Not filed