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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, 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: 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 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 20261,228$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, 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
Andra AP-fonden31,600$2.07M0.05%+28,300+857.6%Added
Private Advisory Group LLC31,513$2.06M0.41%+27,321+651.7%Added
Amalgamated Bank31,409$2.05M0.02%−1,169−3.6%Reduced
Susquehanna International Group, LLP31,329$2.05M0.00%−346,049−91.7%Reduced
Cutler Group LP31,286$2.04M0.48%+27,534+733.8%Added
Soltis Investment Advisors LLC31,232$2.04M0.24%00.0%Unchanged
Janus Henderson Group PLC31,114$2.03M0.00%−2,419−7.2%Reduced
Peconic Partners LLC30,000$1.96M0.09%+30,000New
Truist Financial Corp28,284$1.85M0.00%−340−1.2%Reduced
Nissay Asset Management Corp27,925$1.83M0.02%+1,012+3.8%Added
CI Private Wealth, LLC27,397$1.79M0.00%−616−2.2%Reduced
Cetera Advisor Networks LLC27,389$1.79M0.01%−9,582−25.9%Reduced
Gulf International Bank (UK) Ltd27,305$1.78M0.04%−6,350−18.9%Reduced
Brighton Jones LLC26,456$1.73M0.09%+72+0.3%Added
Lyell Wealth Management, LP26,225$1.71M0.22%+5,998+29.7%Added
Allianz Asset Management GmbH26,104$1.71M0.00%−255,857−90.7%Reduced
Icapital Wealth LLC25,874$1.69M1.06%+8,540+49.3%Added
Y.D. More Investments Ltd24,841$1.62M0.41%+2,149+9.5%Added
British Columbia Investment Management Corp24,586$1.61M0.02%+1,776+7.8%Added
Migdal Insurance & Financial Holdings Ltd.25,000$1.60M0.04%00.0%Unchanged
Clear Harbor Asset Management, LLC24,420$1.60M0.16%+605+2.5%Added
Bank Julius Baer & Co. Ltd, Zurich24,355$1.59M0.01%−2,252−8.5%Reduced
Old Well Partners, LLC24,200$1.58M1.43%−1,500−5.8%Reduced
Highland Capital Management, LLC24,038$1.57M0.10%+4,942+25.9%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.23,802$1.56M0.00%−602−2.5%Reduced
Sepio Capital, LP23,693$1.55M0.13%+420+1.8%Added
Engineers Gate Manager LP23,651$1.55M0.06%+23,651New
Park Avenue Securities LLC23,460$1.53M0.02%+2,058+9.6%Added
Rockefeller Capital Management L.P.25,086$1.53M0.01%−15,784−38.6%Reduced
Cubist Systematic Strategies, LLC23,391$1.53M0.02%−50,550−68.4%Reduced
Harbor Capital Advisors, Inc.23,360$1.53M0.31%−11,439−32.9%Reduced
Kestra Advisory Services, LLC23,019$1.50M0.02%+1,090+5.0%Added
Elo Mutual Pension Insurance Co22,509$1.47M0.04%+1,957+9.5%Added
Maryland State Retirement & Pension System22,367$1.46M0.03%00.0%Unchanged
Profund Advisors LLC21,731$1.42M0.08%+1,538+7.6%Added
Raymond James & Associates21,493$1.40M0.00%−118,427−84.6%Reduced
Executive Wealth Management, LLC21,323$1.39M0.14%+21,323New
D.A. Davidson & Co.21,119$1.38M0.01%−476−2.2%Reduced
Efg Capital International Corp.21,083$1.38M0.32%+21,083New
EFG Asset Management (Americas) Corp.21,083$1.38M0.32%+21,083New
Lake Street Advisors Group, LLC20,620$1.35M0.07%00.0%Unchanged
Teacher Retirement System of Texas20,613$1.35M0.01%−7,884−27.7%Reduced
Eagle Bay Advisors LLC20,476$1.34M0.76%+991+5.1%Added
Sumitomo Mitsui DS Asset Management Company, Ltd20,021$1.31M0.02%00.0%Unchanged
JustInvest LLC19,497$1.27M0.04%−1,854−8.7%Reduced
Pier 88 Investment Partners LLC19,110$1.25M0.31%+16,380+600.0%Added
Weiss Multi-Strategy Advisers LLC18,790$1.23M0.03%−44,250−70.2%Reduced
Duality Advisers, LP18,613$1.22M0.15%+18,613New
MetLife Investment Management17,673$1.16M0.01%+534+3.1%Added
Jackson Square Capital, LLC17,404$1.14M0.46%−49,983−74.2%Reduced
Capital Group Investment Management Pte. Ltd.17,029$1.11M0.06%+1,428+9.2%Added
Lazard Asset Management LLC16,987$1.11M0.00%−7,643−31.0%Reduced
Public Sector Pension Investment Board16,909$1.11M0.01%+1,400+9.0%Added
Nisa Investment Advisors, LLC16,500$1.08M0.01%−300−1.8%Reduced
Creative Planning16,475$1.08M0.00%−187−1.1%Reduced
Leonteq Securities AG16,391$1.07M0.11%−6,507−28.4%Reduced
Daiwa Securities Group Inc.16,252$1.06M0.01%−9−0.1%Reduced
SlateStone Wealth, LLC15,828$1.03M0.19%−227−1.4%Reduced
Cresset Asset Management, LLC15,389$1.01M0.01%+8,774+132.6%Added
Draper Asset Management, LLC15,201$993.7K0.99%−521−3.3%Reduced
Ropes Wealth Advisors LLC14,654$957.9K0.16%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.14,650$957.7K0.26%+199+1.4%Added
Blue Barn Wealth, LLC14,614$955.3K0.62%00.0%Unchanged
ARS Investment Partners, LLC14,587$953.6K0.11%00.0%Unchanged
CIBC World Markets Inc.14,430$943.0K0.00%+864+6.4%Added
Codex Capital, L.L.C.14,400$941.3K0.61%−600−4.0%Reduced
Mackenzie Financial Corp14,265$938.9K0.00%+965+7.3%Added
Afg Fiduciary Services Limited Partnership14,076$936.6K0.71%−6,300−30.9%Reduced
MBM Wealth Consultants, LLC14,258$915.8K0.39%+2,055+16.8%Added
Reynders McVeigh Capital Management, LLC13,984$914.0K0.06%+13,984New
Verition Fund Management LLC13,880$907.3K0.01%+2,900+26.4%Added
Y-Intercept (Hong Kong) Ltd13,666$893.3K0.09%−15,008−52.3%Reduced
Lountzis Asset Management, LLC13,569$891.0K0.49%+13,569New
Edgestream Partners, L.P.13,611$889.8K0.08%+13,611New
Generali Investments Towarzystwo Funduszy Inwestycyjnych13,500$882.5K0.77%+1,000+8.0%Added
Aspiriant, LLC13,435$878.2K0.04%−7,478−35.8%Reduced
PEAK6 Investments LLC13,353$872.9K0.07%−13,831−50.9%Reduced
Ethic Inc.13,222$864.3K0.03%−2,745−17.2%Reduced
Prudential Financial Inc13,198$862.8K0.00%−4,170−24.0%Reduced
Wealthfront Advisers LLC13,034$852.0K0.00%+4,252+48.4%Added
V Wealth Advisors LLC12,992$849.3K0.14%+5,050+63.6%Added
Blueshift Asset Management, LLC12,952$846.7K0.32%+6,653+105.6%Added
Echo Street Capital Management LLC12,891$842.7K0.01%+7,988+162.9%Added
Grandview Asset Management LLC12,821$838.0K0.82%−40−0.3%Reduced
Tower Research Capital LLC (TRC)12,558$820.9K0.03%+7,957+172.9%Added
Raymond James Financial Services Advisors, Inc.12,372$808.8K0.00%−9,152−42.5%Reduced
AustralianSuper Pty Ltd12,212$798.3K0.01%+12,212New
Capital Advantage, Inc.12,125$793.9K0.17%+12,125New
Edmond de Rothschild Holding S.A.12,114$791.9K0.02%−1,733−12.5%Reduced
Signaturefd, LLC12,017$785.6K0.02%−734−5.8%Reduced
Greenland Capital Management LP11,775$769.7K0.11%+11,775New
Barings LLC11,669$762.8K0.03%+5,250+81.8%Added
Lido Advisors, LLC11,667$762.7K0.01%−129−1.1%Reduced
Geneos Wealth Management Inc.11,478$750.3K0.04%−159−1.4%Reduced
M&T Bank Corp11,452$749.0K0.00%+771+7.2%Added
Malaga Cove Capital, LLC11,457$748.9K0.35%+3,160+38.1%Added
AIA Group Ltd11,260$736.1K0.04%+5,465+94.3%Added
Thrivent Financial for Lutherans11,254$736.0K0.00%+4,901+77.1%Added
Avitas Wealth Management LLC11,162$729.7K0.13%−77−0.7%Reduced
Parkwood LLC11,106$726.0K0.13%+3,949+55.2%Added