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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; 1,272 institutions reported holding it in 13F filings for Q2 2026, worth $78.5B in total; 3 superinvestors hold it, including ARK Invest and Oaktree Capital.

13F holders, Q2 2023

Institutional positions in Cloudflare, Inc. as of Jun 30, 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
587
−9 vs. Q1 2023
Shares held
291.8M
−72.3M (−19.9%) vs. Q1 2023
Total value
$20.6B
+$817.4M (+4.1%) vs. Q1 2023
New holders
69
194 more added
Sold out
78
210 more reduced

2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 587 institutions
Q1 2021: 507 institutionsQ2 2021: 537 institutionsQ3 2021: 620 institutionsQ4 2021: 681 institutionsQ1 2022: 641 institutionsQ2 2022: 550 institutionsQ3 2022: 588 institutionsQ4 2022: 573 institutionsQ1 2023: 598 institutionsQ2 2023: 587 institutionsQ3 2023: 603 institutionsQ4 2023: 701 institutionsQ1 2024: 730 institutionsQ2 2024: 680 institutionsQ3 2024: 706 institutionsQ4 2024: 795 institutionsQ1 2025: 891 institutionsQ2 2025: 968 institutionsQ3 2025: 1,056 institutionsQ4 2025: 1,107 institutionsQ1 2026: 1,160 institutionsQ2 2026: 1,272 institutions
Value heldQ2 2023: $20.6B
Q1 2021: $13.7BQ2 2021: $22.6BQ3 2021: $24.6BQ4 2021: $29.8BQ1 2022: $28.0BQ2 2022: $10.4BQ3 2022: $14.1BQ4 2022: $11.9BQ1 2023: $19.9BQ2 2023: $20.6BQ3 2023: $21.5BQ4 2023: $24.4BQ1 2024: $30.9BQ2 2024: $22.4BQ3 2024: $22.0BQ4 2024: $29.7BQ1 2025: $31.6BQ2 2025: $56.2BQ3 2025: $63.0BQ4 2025: $56.4BQ1 2026: $58.5BQ2 2026: $78.5B
Institutions holding NET and their total value by quarter
QuarterHoldersValue
Q2 20261,272$78.5B
Q1 20261,160$58.5B
Q4 20251,107$56.4B
Q3 20251,056$63.0B
Q2 2025968$56.2B
Q1 2025891$31.6B
Q4 2024795$29.7B
Q3 2024706$22.0B
Q2 2024680$22.4B
Q1 2024730$30.9B
Q4 2023701$24.4B
Q3 2023603$21.5B
Q2 2023587$20.6B
Q1 2023598$19.9B
Q4 2022573$11.9B
Q3 2022588$14.1B
Q2 2022550$10.4B
Q1 2022641$28.0B
Q4 2021681$29.8B
Q3 2021620$24.6B
Q2 2021537$22.6B
Q1 2021507$13.7B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q1 2023.

Institutions holding NET in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
TD Private Client Wealth LLC487$31.8K0.00%+28+6.1%Added
Antonetti Capital Management LLC500$32.7K0.05%00.0%Unchanged
BBJS Financial Advisors, LLC500$32.7K0.01%00.0%Unchanged
Quadrant Capital Group LLC518$33.9K0.00%−141−21.4%Reduced
First Horizon Advisors, Inc.533$34.8K0.00%−133−20.0%Reduced
GWM Advisors LLC534$34.9K0.00%+40+8.1%Added
Sandy Spring Bank554$36.2K0.00%00.0%Unchanged
Sunbelt Securities, Inc.576$37.7K0.01%+78+15.7%Added
Alta Advisers Ltd600$39.2K0.02%+600New
First Manhattan Co610$39.9K0.00%00.0%Unchanged
O'Dell Group, LLC614$40.1K0.01%+614New
Creative Financial Designs Inc650$42.5K0.01%00.0%Unchanged
Bogart Wealth, LLC657$42.9K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.656$43.0K0.00%−100−13.2%Reduced
Lindbrook Capital, LLC672$43.9K0.00%+58+9.4%Added
Optiver Holding B.V.677$44.3K0.00%+677New
Richard W. Paul & Associates, LLC721$47.1K0.02%+456+172.1%Added
Advisors Asset Management, Inc.736$48.1K0.00%−202−21.5%Reduced
Mark Sheptoff Financial Planning, LLC750$49.0K0.03%+750New
Financial Perspectives, Inc778$50.9K0.02%00.0%Unchanged
Harbour Investments, Inc.785$51.3K0.00%+4+0.5%Added
Manchester Capital Management LLC787$51.4K0.01%+7+0.9%Added
Independence Bank of Kentucky890$58.2K0.02%+890New
Global Retirement Partners, LLC944$61.7K0.00%00.0%Unchanged
Adalta Capital Management LLC950$62.0K0.04%00.0%Unchanged
Belmont Capital, LLC1,000$65.4K0.04%00.0%Unchanged
TFC Financial Management1,010$66.0K0.02%+370+57.8%Added
Albion Financial Group1,020$66.7K0.01%+20+2.0%Added
Tobam1,096$72.0K0.01%+1,096New
Oaktree Fund Advisors, LLC–$84.5K0.07%––
Quent Capital, LLC1,303$85.2K0.01%−48−3.6%Reduced
City State Bank1,360$89.0K0.05%−90−6.2%Reduced
Ostrum Asset Management1,387$90.7K0.01%+2+0.1%Added
Allworth Financial LP1,390$90.9K0.00%−105−7.0%Reduced
Montag A & Associates Inc1,428$93.3K0.01%00.0%Unchanged
IFP Advisors, Inc2,484$103.5K0.00%+1,275+105.5%Added
Pacer Advisors, Inc.1,744$114.0K0.00%+1,744New
UniSuper Management Pty Ltd1,800$117.7K0.00%+1,800New
Focused Wealth Management, Inc1,963$128.3K0.02%+1,860+1,805.8%Added
Column Capital Advisors, LLC2,249$147.0K0.02%−1,459−39.3%Reduced
Bokf, NA2,500$163.4K0.00%−7−0.3%Reduced
Whittier Trust Co of Nevada Inc2,646$172.9K0.01%00.0%Unchanged
C M Bidwell & Associates Ltd2,806$183.4K0.13%+3+0.1%Added
TD Waterhouse Canada Inc.2,898$198.4K0.00%−58−2.0%Reduced
Acadian Asset Management LLC3,083$199.0K0.00%−5,603−64.5%Reduced
Sawtooth Solutions, LLC3,091$202.1K0.01%+3,091New
Bleakley Financial Group, LLC3,199$209.1K0.01%+3,199New
Delphia (USA) Inc.3,235$211.5K0.33%−3,172−49.5%Reduced
Yousif Capital Management, LLC3,299$215.7K0.00%+3,299New
Steward Partners Investment Advisory, LLC3,365$220.0K0.00%−8−0.2%Reduced
Jefferies Financial Group Inc.3,421$223.6K0.00%−5,560−61.9%Reduced
Prelude Capital Management, LLC3,593$234.9K0.02%+3,593New
Institute for Wealth Management, LLC.3,683$240.8K0.04%+3,683New
Fund Management at Engine No. 1 LLC3,768$246.3K0.05%+291+8.4%Added
Daymark Wealth Partners, LLC3,778$247.0K0.02%−156−4.0%Reduced
National Asset Management, Inc.3,817$249.5K0.01%+183+5.0%Added
Metis Global Partners, LLC3,876$253.4K0.01%−157−3.9%Reduced
Wealthcare Advisory Partners LLC3,910$255.6K0.01%−17−0.4%Reduced
Vahanian & Associates Financial Planning Inc.3,950$258.2K0.82%−2,755−41.1%Reduced
Miracle Mile Advisors, LLC3,960$258.9K0.01%−30−0.8%Reduced
Janney Montgomery Scott LLC3,971$260.0K0.00%−12−0.3%Reduced
Trellis Wealth Advisors LLC4,002$261.6K0.17%00.0%Unchanged
Synergy Financial Group, LTD4,191$274.0K0.37%00.0%Unchanged
National Bank of Canada4,234$276.7K0.00%+6+0.1%Added
Fox Run Management, L.L.C.4,254$278.1K0.08%−23,113−84.5%Reduced
Eisler Capital (US) LLC4,360$285.0K0.16%+4,360New
STRS Ohio4,403$287.0K0.00%−8,806−66.7%Reduced
Magnetar Financial LLC4,452$291.0K0.01%+4,452New
CWM, LLC4,471$292.0K0.00%−24−0.5%Reduced
Van Hulzen Asset Management, LLC4,516$295.0K0.03%+341+8.2%Added
Boston Private Wealth LLC4,548$297.3K0.01%−8,354−64.7%Reduced
Los Angeles Capital Management LLC4,594$300.3K0.00%+170+3.8%Added
Parnassus Investments4,618$301.9K0.00%+22+0.5%Added
Private Advisor Group, LLC4,633$302.9K0.00%+280+6.4%Added
Gateway Advisory, LLC4,728$309.1K0.07%+391+9.0%Added
Peak Asset Management, LLC4,824$315.3K0.07%00.0%Unchanged
Nwam LLC4,850$317.0K0.03%−171−3.4%Reduced
Shell Asset Management Co4,860$318.0K0.01%−368−7.0%Reduced
Ossiam4,865$318.0K0.01%+2,886+145.8%Added
Hill Island Financial LLC4,906$320.7K0.12%00.0%Unchanged
Sanders Morris Harris LLC5,000$326.9K0.07%−1,100−18.0%Reduced
Change Path, LLC5,057$331.0K0.01%−807−13.8%Reduced
Teza Capital Management LLC5,163$337.5K0.05%+5,163New
Umb Bank N A5,243$342.7K0.01%00.0%Unchanged
Texas Treasury Safekeeping Trust Co5,284$345.0K0.09%00.0%Unchanged
Souders Financial Advisors5,289$345.7K0.07%+41+0.8%Added
American International Group, Inc.5,348$349.6K0.00%+1,140+27.1%Added
Jump Financial, LLC5,364$350.6K0.01%−1,644−23.5%Reduced
Newbridge Financial Services Group, Inc.5,445$355.9K0.17%+2,458+82.3%Added
SevenOneSeven Capital Management5,610$356.9K0.80%−165−2.9%Reduced
Veritable, L.P.5,606$366.5K0.01%−226−3.9%Reduced
First Hawaiian Bank–$368.2K0.01%––
Vinva Investment Management Ltd5,868$376.0K0.03%+5,868New
RFG Advisory, LLC5,791$378.5K0.02%+1,962+51.2%Added
Stratos Wealth Advisors, LLC5,800$379.1K0.03%+5,800New
Archer Investment Corp5,870$383.7K0.14%00.0%Unchanged
Oppenheimer & Co Inc5,917$386.8K0.01%−1,595−21.2%Reduced
Vestcor Inc6,039$395.0K0.01%00.0%Unchanged
AQR Capital Management LLC6,044$395.1K0.00%+6,044New
CWM Advisors, LLC6,110$399.4K0.05%+48+0.8%Added