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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
Zweig-DiMenna Associates LLC6,130$400.7K0.05%00.0%Unchanged
Versor Investments LP6,176$403.7K0.07%+6,176New
Corton Capital Inc.6,275$410.2K0.19%−1,631−20.6%Reduced
B. Metzler seel. Sohn & Co. AG6,301$411.9K0.01%+1,094+21.0%Added
Harbour Capital Advisors, LLC6,260$412.0K0.12%+10+0.2%Added
Parallel Advisors, LLC6,353$415.3K0.01%+4,575+257.3%Added
Perpetual Ltd6,375$416.7K0.00%00.0%Unchanged
Pinnacle Holdings, LLC–$424.3K0.19%––
XTX Topco Ltd6,568$429.4K0.08%+6,568New
The PNC Financial Services Group, Inc.6,618$432.6K0.00%+121+1.9%Added
BI Asset Management Fondsmaeglerselskab A/S6,641$434.0K0.01%+5,445+455.3%Added
Joel Isaacson & Co., LLC6,766$442.3K0.03%00.0%Unchanged
ASB Consultores, LLC6,967$455.4K0.22%+4+0.1%Added
Stock Yards Bank & Trust Co6,981$456.4K0.02%−2,286−24.7%Reduced
Integrated Wealth Concepts LLC6,995$457.3K0.01%+486+7.5%Added
Van Eck Associates Corp7,077$463.0K0.00%−7,822−52.5%Reduced
Ieq Capital, LLC7,083$463.0K0.01%−3,261−31.5%Reduced
Perigon Wealth Management, LLC7,180$469.4K0.02%+1,601+28.7%Added
Moneta Group Investment Advisors LLC7,285$476.2K0.01%−2,268−23.7%Reduced
MAI Capital Management7,372$481.9K0.01%+39+0.5%Added
Atlas Brown,Inc.7,400$483.7K0.21%00.0%Unchanged
Tokio Marine Asset Management Co Ltd7,557$494.0K0.03%+839+12.5%Added
Ci Investments Inc.7,622$498.0K0.00%+800+11.7%Added
Atria Wealth Solutions, Inc.7,668$501.3K0.01%−390−4.8%Reduced
Motley Fool Asset Management LLC7,683$502.2K0.04%+7,683New
Panagora Asset Management Inc7,800$509.9K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co12,855$517.7K0.00%+5,762+81.2%Added
DC Investments Management, LLC8,118$530.7K0.61%00.0%Unchanged
Proequities, Inc.8,300$542.6K0.04%−624−7.0%Reduced
Robeco Institutional Asset Management B.V.8,364$546.8K0.00%−2,319−21.7%Reduced
CIBC Private Wealth Group, LLC8,390$548.5K0.00%+200+2.4%Added
SG Americas Securities, LLC5,816$551.0K0.00%−31,728−84.5%Reduced
Macquarie Group Ltd8,500$555.6K0.00%00.0%Unchanged
Parsons Capital Management Inc8,642$564.9K0.04%−50−0.6%Reduced
Two Sigma Securities, LLC8,721$570.1K0.05%−1,949−18.3%Reduced
AtonRa Partners8,772$573.4K0.89%−902−9.3%Reduced
Guggenheim Capital LLC8,834$577.5K0.00%−1,340−13.2%Reduced
Dynamic Technology Lab Private Ltd8,914$583.0K0.07%+8,914New
Penserra Capital Management LLC9,077$593.0K0.01%+7,784+602.0%Added
Sigma Planning Corp9,152$598.3K0.02%−2,439−21.0%Reduced
Virtu Financial LLC9,342$611.0K0.05%+9,342New
Neuberger Berman Group LLC9,439$617.0K0.00%−5,434−36.5%Reduced
Capula Management Ltd9,518$622.2K0.07%+9,518New
First Republic Investment Management, Inc.9,636$629.9K0.00%−11−0.1%Reduced
Pitcairn Co9,684$633.0K0.05%−2,996−23.6%Reduced
CIBC Asset Management Inc9,702$634.2K0.00%+7+0.1%Added
Meridian Wealth Management, LLC9,753$637.6K0.05%−19,904−67.1%Reduced
Cetera Advisors LLC9,816$641.7K0.01%+1,044+11.9%Added
Farther Finance Advisors, LLC9,842$643.4K0.14%+9,806+27,238.9%Added
Captrust Financial Advisors9,850$643.9K0.00%−1,595−13.9%Reduced
Independent Financial Group, LLC9,931$649.2K0.04%+2,731+37.9%Added
Steel Peak Wealth Management LLC10,000$653.7K0.04%00.0%Unchanged
Vident Investment Advisory, LLC10,197$666.6K0.02%+13+0.1%Added
Basso Capital Management, L.P.800,000$678.8K0.75%−1,000,000−55.6%Reduced
Western Financial Corp10,411$680.6K0.46%−157−1.5%Reduced
LJI Wealth Management, LLC10,450$683.1K0.20%−1,300−11.1%Reduced
Commerce Bank10,602$693.1K0.01%+3,109+41.5%Added
Financial Advisory Service, Inc.10,780$704.7K0.09%−10−0.1%Reduced
Toroso Investments, LLC10,909$714.0K0.02%−349−3.1%Reduced
Advisory Resource Group10,999$719.0K0.20%+591+5.7%Added
Dai-Ichi Life Insurance Company, Ltd11,048$722.2K0.02%−6,000−35.2%Reduced
Parkwood LLC11,106$726.0K0.13%+3,949+55.2%Added
Avitas Wealth Management LLC11,162$729.7K0.13%−77−0.7%Reduced
Thrivent Financial for Lutherans11,254$736.0K0.00%+4,901+77.1%Added
AIA Group Ltd11,260$736.1K0.04%+5,465+94.3%Added
Malaga Cove Capital, LLC11,457$748.9K0.35%+3,160+38.1%Added
M&T Bank Corp11,452$749.0K0.00%+771+7.2%Added
Geneos Wealth Management Inc.11,478$750.3K0.04%−159−1.4%Reduced
Lido Advisors, LLC11,667$762.7K0.01%−129−1.1%Reduced
Barings LLC11,669$762.8K0.03%+5,250+81.8%Added
Greenland Capital Management LP11,775$769.7K0.11%+11,775New
Signaturefd, LLC12,017$785.6K0.02%−734−5.8%Reduced
Capital Advantage, Inc.12,125$793.9K0.17%+12,125New
AustralianSuper Pty Ltd12,212$798.3K0.01%+12,212New
Raymond James Financial Services Advisors, Inc.12,372$808.8K0.00%−9,152−42.5%Reduced
Tower Research Capital LLC (TRC)12,558$820.9K0.03%+7,957+172.9%Added
Grandview Asset Management LLC12,821$838.0K0.82%−40−0.3%Reduced
Echo Street Capital Management LLC12,891$842.7K0.01%+7,988+162.9%Added
Blueshift Asset Management, LLC12,952$846.7K0.32%+6,653+105.6%Added
V Wealth Advisors LLC12,992$849.3K0.14%+5,050+63.6%Added
Ayrton Capital LLC–$850.0K5.31%––
Wealthfront Advisers LLC13,034$852.0K0.00%+4,252+48.4%Added
Prudential Financial Inc13,198$862.8K0.00%−4,170−24.0%Reduced
Ethic Inc.13,222$864.3K0.03%−2,745−17.2%Reduced
PEAK6 Investments LLC13,353$872.9K0.07%−13,831−50.9%Reduced
Aspiriant, LLC13,435$878.2K0.04%−7,478−35.8%Reduced
Generali Investments Towarzystwo Funduszy Inwestycyjnych13,500$882.5K0.77%+1,000+8.0%Added
Edgestream Partners, L.P.13,611$889.8K0.08%+13,611New
Lountzis Asset Management, LLC13,569$891.0K0.49%+13,569New
Y-Intercept (Hong Kong) Ltd13,666$893.3K0.09%−15,008−52.3%Reduced
Reynders McVeigh Capital Management, LLC13,984$914.0K0.06%+13,984New
MBM Wealth Consultants, LLC14,258$915.8K0.39%+2,055+16.8%Added
Afg Fiduciary Services Limited Partnership14,076$936.6K0.71%−6,300−30.9%Reduced
Mackenzie Financial Corp14,265$938.9K0.00%+965+7.3%Added
Codex Capital, L.L.C.14,400$941.3K0.61%−600−4.0%Reduced
CIBC World Markets Inc.14,430$943.0K0.00%+864+6.4%Added
ARS Investment Partners, LLC14,587$953.6K0.11%00.0%Unchanged
Blue Barn Wealth, LLC14,614$955.3K0.62%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.14,650$957.7K0.26%+199+1.4%Added
Ropes Wealth Advisors LLC14,654$957.9K0.16%00.0%Unchanged