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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
Trust Co of Vermont150$9.25K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC145$8.94K0.00%+145New
Cohen & Steers, Inc.124$8.00K0.00%00.0%Unchanged
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
Liberty One Investment Management, LLC124$7.65K0.00%+124New
WFA Asset Management Corp120$7.40K0.00%00.0%Unchanged
Park Place Capital Corp106$6.54K0.00%+42+65.6%Added
Focused Wealth Management, Inc103$6.35K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC100$6.17K0.00%00.0%Unchanged
Center for Financial Planning, Inc.100$6.17K0.00%00.0%Unchanged
Glassman Wealth Services91$5.61K0.00%−39−30.0%Reduced
Core Alternative Capital83$5.12K0.00%+22+36.1%Added
Financial Management Professionals, Inc.77$5.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc81$4.99K0.00%+6+8.0%Added
GHP Investment Advisors, Inc.75$4.63K0.00%00.0%Unchanged
Baldwin Brothers Inc75$4.63K0.00%+75New
Hollencrest Capital Management71$4.38K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP70$4.32K0.00%00.0%Unchanged
Central Bank & Trust Co65$4.01K0.00%+65New
Pointe Capital Management LLC60$3.70K0.00%+60New
JFS Wealth Advisors, LLC55$3.39K0.00%+12+27.9%Added
HighMark Wealth Management LLC55$3.39K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.53$3.27K0.00%00.0%Unchanged
Sittner & Nelson, LLC51$3.15K0.00%00.0%Unchanged
FIL Ltd51$3.15K0.00%+42+466.7%Added
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
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
Concord Wealth Partners42$2.59K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC40$2.47K0.00%00.0%Unchanged
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
PayPay Securities Corp38$2.34K0.16%−40−51.3%Reduced
Deane Retirement Strategies, Inc.38$2.34K0.00%+38New
Cullen/Frost Bankers, Inc.37$2.28K0.00%00.0%Unchanged
Farther Finance Advisors, LLC36$2.22K0.00%+20+125.0%Added
Fifth Third Bancorp33$2.04K0.00%−26−44.1%Reduced
Psagot Value Holdings Ltd. / (Israel)31$2.00K0.00%+31New
Venturi Wealth Management, LLC32$1.97K0.00%+32New
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
Allspring Global Investments Holdings, LLC30$1.85K0.00%00.0%Unchanged
Versant Capital Management, Inc30$1.83K0.00%+6+25.0%Added
Baker Avenue Asset Management, LP29$1.79K0.00%−7−19.4%Reduced
Ancora Advisors, LLC27$1.68K0.00%+27New
West Branch Capital LLC24$1.48K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC24$1.48K0.00%+24New
Raffa Wealth Management, LLC23$1.42K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC20$1.23K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.31$1.00K0.00%−96−75.6%Reduced
Financial Freedom, LLC12$7400.00%00.0%Unchanged
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
Gradient Investments LLC7$4320.00%+7New
Whittier Trust Co7$4310.00%−48−87.3%Reduced
Nalls Sherbakoff Group, LLC7$4130.00%+7New
Schubert & Co6$3700.00%+1+20.0%Added
Disciplined Investments, LLC4$2470.00%00.0%Unchanged
SJS Investment Consulting Inc.3$1850.00%00.0%Unchanged
True Wealth Design, LLC1$620.00%00.0%Unchanged
Steward Financial Group LLC12$00.00%+6+100.0%Added
Transamerica Financial Advisors, Inc.3––00.0%Unchanged
Millennium Management LLC0$00.00%−695,732−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−322,370−100.0%Sold out
Quadrature Capital Ltd0$00.00%−268,284−100.0%Sold out
Twin Tree Management, LP0$00.00%−257,361−100.0%Sold out
Renaissance Technologies LLC0$00.00%−131,400−100.0%Sold out
HRT Financial LP0$00.00%−75,622−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−73,729−100.0%Sold out
SQN Investors LP0$00.00%−67,037−100.0%Sold out
Hidden Lake Asset Management LP0$00.00%−59,748−100.0%Sold out
Natixis0$00.00%−44,955−100.0%Sold out
Seven Eight Capital, LP0$00.00%−40,602−100.0%Sold out
Meeder Asset Management Inc0$00.00%−39,547−100.0%Sold out
Walleye Trading LLC0$00.00%−39,477−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−31,216−100.0%Sold out
Bank of Nova Scotia0$00.00%−30,772−100.0%Sold out
BBR Partners, LLC0$00.00%−26,028−100.0%Sold out
Cipher Capital LP0$00.00%−23,868−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−22,413−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−21,913−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−17,244−100.0%Sold out
Crestline Management, LP0$00.00%−16,583−100.0%Sold out
Allstate Corp0$00.00%−12,991−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−11,400−100.0%Sold out
Mirador Capital Partners LP0$00.00%−10,582−100.0%Sold out
CenterBook Partners LP0$00.00%−9,734−100.0%Sold out
ProShare Advisors LLC0$00.00%−8,677−100.0%Sold out
DuPont Capital Management Corp0$00.00%−8,192−100.0%Sold out
Motley Fool Asset Management LLC0$00.00%−5,892−100.0%Sold out