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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
Los Angeles Capital Management LLC4,424$272.8K0.00%−73,462−94.3%Reduced
Oak Thistle LLC4,423$272.7K0.16%+4,423New
STRS Ohio4,403$271.0K0.00%+4,403New
Bridgefront Capital, LLC4,359$268.8K0.16%+4,359New
Private Advisor Group, LLC4,353$268.4K0.00%+4,353New
Gateway Advisory, LLC4,337$267.0K0.06%+4,337New
National Bank of Canada4,228$260.6K0.00%−309,422−98.7%Reduced
American International Group, Inc.4,208$259.5K0.00%−123−2.8%Reduced
Private Advisory Group LLC4,192$258.5K0.05%−62,846−93.7%Reduced
Synergy Financial Group, LTD4,191$258.4K0.42%−330−7.3%Reduced
Van Hulzen Asset Management, LLC4,175$257.0K0.02%+4,175New
Fortis Capital Advisors, LLC4,150$255.9K0.14%+3,650+730.0%Added
CIBC Private Wealth Group, LLC4,095$252.5K0.00%+4,095New
Silver Oak Securities, Inc4,029$252.0K0.04%+4,029New
Metis Global Partners, LLC4,033$248.7K0.02%+4,033New
Trellis Wealth Advisors LLC4,002$246.8K0.18%+4,002New
K.J. Harrison & Partners Inc4,000$246.6K0.05%+4,000New
Miracle Mile Advisors, LLC3,990$246.0K0.01%+3,990New
Janney Montgomery Scott LLC3,983$246.0K0.00%+3,983New
Daymark Wealth Partners, LLC3,934$242.6K0.03%+3,934New
Wealthcare Advisory Partners LLC3,927$242.1K0.01%+3,927New
RFG Advisory, LLC3,829$236.1K0.01%+3,829New
Cutler Group LP3,752$231.0K0.04%−3,291−46.7%Reduced
Column Capital Advisors, LLC3,708$228.6K0.03%00.0%Unchanged
National Asset Management, Inc.3,634$224.1K0.01%−3,538−49.3%Reduced
Advisory Services Network, LLC3,510$216.4K0.01%+430+14.0%Added
Fund Management at Engine No. 1 LLC3,477$214.4K0.04%+3,477New
Hill Island Financial LLC4,906$210.4K0.08%00.0%Unchanged
Steward Partners Investment Advisory, LLC3,373$208.0K0.00%−688−16.9%Reduced
Bayesian Capital Management, LP3,361$207.2K0.03%−32,300−90.6%Reduced
Andra AP-fonden3,300$203.5K0.01%+3,300New
Harvest Fund Management Co., Ltd3,285$202.0K0.04%+3,285New
TD Waterhouse Canada Inc.2,956$188.7K0.00%−41−1.4%Reduced
Seaport Global Advisors, LLC3,030$186.8K0.59%−1,284−29.8%Reduced
Newbridge Financial Services Group, Inc.2,987$184.2K0.10%00.0%Unchanged
C M Bidwell & Associates Ltd2,803$172.8K0.13%−13−0.5%Reduced
Pier 88 Investment Partners LLC2,730$168.3K0.04%00.0%Unchanged
Ellevest, Inc.2,685$165.6K0.01%+335+14.3%Added
Whittier Trust Co of Nevada Inc2,646$163.1K0.01%00.0%Unchanged
Bokf, NA2,507$154.6K0.00%+2,507New
Accel Wealth Management2,122$130.8K0.05%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund2,020$124.6K0.00%+2,020New
Ossiam1,979$122.0K0.00%+338+20.6%Added
EverSource Wealth Advisors, LLC1,937$119.4K0.01%−139−6.7%Reduced
Parallel Advisors, LLC1,778$109.6K0.00%+412+30.2%Added
Dark Forest Capital Management LP1,675$103.3K0.02%+1,569+1,480.2%Added
Allworth Financial LP1,495$92.2K0.00%+132+9.7%Added
City State Bank1,450$89.0K0.05%−100−6.5%Reduced
Montag A & Associates Inc1,428$88.1K0.01%+86+6.4%Added
Ostrum Asset Management1,385$85.4K0.01%+1,385New
Quent Capital, LLC1,351$83.3K0.01%+75+5.9%Added
Penserra Capital Management LLC1,293$79.0K0.00%−3,999−75.6%Reduced
BI Asset Management Fondsmaeglerselskab A/S1,196$74.0K0.00%+739+161.7%Added
Ameritas Advisory Services, LLC1,031$64.3K0.00%+1,031New
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
Adalta Capital Management LLC950$59.0K0.04%−50−5.0%Reduced
Advisors Asset Management, Inc.938$57.8K0.00%−588−38.5%Reduced
Harbour Investments, Inc.781$48.2K0.00%00.0%Unchanged
Manchester Capital Management LLC780$48.1K0.01%−2,397−75.4%Reduced
Financial Perspectives, Inc778$48.0K0.02%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.756$47.0K0.00%−700−48.1%Reduced
First Horizon Advisors, Inc.666$41.1K0.00%−16−2.3%Reduced
Quadrant Capital Group LLC659$40.6K0.00%−503−43.3%Reduced
Bogart Wealth, LLC657$40.5K0.00%+432+192.0%Added
Creative Financial Designs Inc650$40.1K0.01%00.0%Unchanged
Global Retirement Partners, LLC944$39.6K0.00%+43+4.8%Added
TFC Financial Management640$39.5K0.01%00.0%Unchanged
Lindbrook Capital, LLC614$37.9K0.00%+108+21.3%Added
First Manhattan Co610$37.6K0.00%00.0%Unchanged
Sandy Spring Bank554$34.2K0.00%00.0%Unchanged
Antonetti Capital Management LLC500$30.8K0.04%00.0%Unchanged
BBJS Financial Advisors, LLC500$30.8K0.01%00.0%Unchanged
GWM Advisors LLC494$30.5K0.00%−1,840−78.8%Reduced
New Millennium Group LLC493$30.4K0.03%00.0%Unchanged
TCI Wealth Advisors, Inc.477$29.4K0.00%+9+1.9%Added
Sunbelt Securities, Inc.498$29.3K0.00%+498New
TD Private Client Wealth LLC459$28.3K0.00%+65+16.5%Added
BerganKDV Wealth Management, LLC446$27.5K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC385$23.7K0.01%−20−4.9%Reduced
Parkside Financial Bank & Trust383$23.6K0.01%+273+248.2%Added
IFP Advisors, Inc1,209$21.8K0.00%−1,331−52.4%Reduced
Riggs Asset Managment Co. Inc.352$21.7K0.01%00.0%Unchanged
BDO Wealth Advisors, LLC335$20.7K0.00%−100−23.0%Reduced
Livforsakringsbolaget Skandia, Omsesidigt300$18.5K0.00%00.0%Unchanged
Rise Advisors, LLC294$18.1K0.01%00.0%Unchanged
Retirement Group, LLC300$18.0K0.01%+200+200.0%Added
Clearstead Advisors, LLC285$17.6K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC265$16.3K0.01%00.0%Unchanged
Spire Wealth Management257$15.8K0.00%−1,173−82.0%Reduced
HM Payson & Co243$15.0K0.00%+243New
Headlands Technologies LLC239$14.7K0.01%−1,394−85.4%Reduced
Aspire Private Capital, LLC230$14.2K0.00%00.0%Unchanged
Covestor Ltd208$13.0K0.01%−2−1.0%Reduced
Earnest Partners LLC180$11.1K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC170$10.5K0.00%00.0%Unchanged
Huntington National Bank167$10.3K0.00%+165+8,250.0%Added
JJJ Advisors Inc.156$10.1K0.00%−10−6.0%Reduced
Loomis Sayles & Co L P170$10.0K0.00%+138+431.3%Added