Skip to main content

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 11 sales; 1,234 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, 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
560
−10 vs. Q1 2023
Shares held
245.4M
+2.04M (+0.8%) vs. Q1 2023
Total value
$16.0B
+$1.03B (+6.9%) vs. Q1 2023
New holders
67
194 more added
Sold out
77
202 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: 560 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: 681 institutionsQ4 2024: 774 institutionsQ1 2025: 873 institutionsQ2 2025: 950 institutionsQ3 2025: 1,045 institutionsQ4 2025: 1,096 institutionsQ1 2026: 1,145 institutionsQ2 2026: 1,234 institutions
Value heldQ2 2023: $16.0B
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 20261,234$69.8B
Q1 20261,145$57.1B
Q4 20251,096$54.8B
Q3 20251,045$59.1B
Q2 2025950$54.3B
Q1 2025873$29.8B
Q4 2024774$28.4B
Q3 2024681$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, 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
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,001$65.4K0.00%+1+0.1%Added
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
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
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
CIBC Private Wealth Group, LLC4,195$274.2K0.00%+100+2.4%Added
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%00.0%Unchanged
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$331.0K0.02%−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
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
SG Americas Securities, LLC5,816$380.0K0.00%−31,728−84.5%Reduced
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