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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
Dai-Ichi Life Insurance Company, Ltd11,048$722.2K0.02%−6,000−35.2%Reduced
Advisory Resource Group10,999$719.0K0.20%+591+5.7%Added
Toroso Investments, LLC10,909$714.0K0.02%+5,280+93.8%Added
Financial Advisory Service, Inc.10,780$704.7K0.09%−10−0.1%Reduced
Commerce Bank10,602$693.1K0.01%+3,109+41.5%Added
LJI Wealth Management, LLC10,450$683.1K0.20%−1,300−11.1%Reduced
Western Financial Corp10,411$680.6K0.46%−157−1.5%Reduced
Vident Investment Advisory, LLC10,197$666.6K0.02%+13+0.1%Added
Steel Peak Wealth Management LLC10,000$653.7K0.04%00.0%Unchanged
Independent Financial Group, LLC9,931$649.2K0.04%+2,731+37.9%Added
Captrust Financial Advisors9,850$643.9K0.00%−1,595−13.9%Reduced
Farther Finance Advisors, LLC9,842$643.4K0.14%+9,806+27,238.9%Added
Cetera Advisors LLC9,816$641.7K0.01%+1,044+11.9%Added
Meridian Wealth Management, LLC9,753$637.6K0.05%−19,904−67.1%Reduced
CIBC Asset Management Inc9,702$634.2K0.00%+7+0.1%Added
Pitcairn Co9,684$633.0K0.05%−2,996−23.6%Reduced
First Republic Investment Management, Inc.9,636$629.9K0.00%−11−0.1%Reduced
Capula Management Ltd9,518$622.2K0.07%+9,518New
Neuberger Berman Group LLC9,439$617.0K0.00%−5,434−36.5%Reduced
Virtu Financial LLC9,342$611.0K0.05%+9,342New
Sigma Planning Corp9,152$598.3K0.02%−2,439−21.0%Reduced
Penserra Capital Management LLC9,077$593.0K0.01%+7,784+602.0%Added
Dynamic Technology Lab Private Ltd8,914$583.0K0.07%+8,914New
Guggenheim Capital LLC8,834$577.5K0.00%−1,340−13.2%Reduced
AtonRa Partners8,772$573.4K0.89%−902−9.3%Reduced
Two Sigma Securities, LLC8,721$570.1K0.05%−1,949−18.3%Reduced
Parsons Capital Management Inc8,642$564.9K0.04%−50−0.6%Reduced
Macquarie Group Ltd8,500$555.6K0.00%00.0%Unchanged
Millennium Management LLC8,448$552.2K0.00%+8,448New
Robeco Institutional Asset Management B.V.8,364$546.8K0.00%−2,319−21.7%Reduced
Proequities, Inc.8,300$542.6K0.04%−624−7.0%Reduced
DC Investments Management, LLC8,118$530.7K0.61%00.0%Unchanged
Northwestern Mutual Wealth Management Co7,855$513.5K0.00%+762+10.7%Added
Panagora Asset Management Inc7,800$509.9K0.00%00.0%Unchanged
Motley Fool Asset Management LLC7,683$502.2K0.04%+7,683New
Atria Wealth Solutions, Inc.7,668$501.3K0.01%−390−4.8%Reduced
Ci Investments Inc.7,622$498.0K0.00%+800+11.7%Added
Tokio Marine Asset Management Co Ltd7,557$494.0K0.03%+839+12.5%Added
Atlas Brown,Inc.7,400$483.7K0.21%00.0%Unchanged
MAI Capital Management7,372$481.9K0.01%+39+0.5%Added
Moneta Group Investment Advisors LLC7,285$476.2K0.01%−2,268−23.7%Reduced
Perigon Wealth Management, LLC7,180$469.4K0.02%+1,601+28.7%Added
Ieq Capital, LLC7,083$463.0K0.01%−3,261−31.5%Reduced
Van Eck Associates Corp7,077$463.0K0.00%−7,822−52.5%Reduced
Integrated Wealth Concepts LLC6,995$457.3K0.01%+486+7.5%Added
Stock Yards Bank & Trust Co6,981$456.4K0.02%−2,286−24.7%Reduced
ASB Consultores, LLC6,967$455.4K0.22%+4+0.1%Added
D. E. Shaw & Co., Inc.6,800$444.5K0.00%−33,475−83.1%Reduced
Joel Isaacson & Co., LLC6,766$442.3K0.03%00.0%Unchanged
Manufacturers Life Insurance Company, The6,659$435.3K0.00%−48−0.7%Reduced
BI Asset Management Fondsmaeglerselskab A/S6,641$434.0K0.01%+5,445+455.3%Added
The PNC Financial Services Group, Inc.6,618$432.6K0.00%+121+1.9%Added
XTX Topco Ltd6,568$429.4K0.08%+6,568New
Perpetual Ltd6,375$416.7K0.00%00.0%Unchanged
Parallel Advisors, LLC6,353$415.3K0.01%+4,575+257.3%Added
Harbour Capital Advisors, LLC6,260$412.0K0.12%+10+0.2%Added
B. Metzler seel. Sohn & Co. AG6,301$411.9K0.01%+1,094+21.0%Added
Corton Capital Inc.6,275$410.2K0.19%−1,631−20.6%Reduced
Versor Investments LP6,176$403.7K0.07%+6,176New
Zweig-DiMenna Associates LLC6,130$400.7K0.05%00.0%Unchanged
CWM Advisors, LLC6,110$399.4K0.05%+48+0.8%Added
AQR Capital Management LLC6,044$395.1K0.00%+6,044New
Vestcor Inc6,039$395.0K0.01%00.0%Unchanged
Oppenheimer & Co Inc5,917$386.8K0.01%−1,595−21.2%Reduced
Archer Investment Corp5,870$383.7K0.14%00.0%Unchanged
SG Americas Securities, LLC5,816$380.0K0.00%−31,728−84.5%Reduced
Stratos Wealth Advisors, LLC5,800$379.1K0.03%+5,800New
RFG Advisory, LLC5,791$378.5K0.02%+1,962+51.2%Added
Vinva Investment Management Ltd5,868$376.0K0.03%+5,868New
Veritable, L.P.5,606$366.5K0.01%−226−3.9%Reduced
SevenOneSeven Capital Management5,610$356.9K0.80%−165−2.9%Reduced
Newbridge Financial Services Group, Inc.5,445$355.9K0.17%+2,458+82.3%Added
Jump Financial, LLC5,364$350.6K0.01%−1,644−23.5%Reduced
American International Group, Inc.5,348$349.6K0.00%+1,140+27.1%Added
Souders Financial Advisors5,289$345.7K0.07%+41+0.8%Added
Texas Treasury Safekeeping Trust Co5,284$345.0K0.09%00.0%Unchanged
Umb Bank N A5,243$342.7K0.01%00.0%Unchanged
Teza Capital Management LLC5,163$337.5K0.05%+5,163New
Change Path, LLC5,057$331.0K0.02%−807−13.8%Reduced
Sanders Morris Harris LLC5,000$326.9K0.07%−1,100−18.0%Reduced
Hill Island Financial LLC4,906$320.7K0.12%00.0%Unchanged
Ossiam4,865$318.0K0.01%+2,886+145.8%Added
Shell Asset Management Co4,860$318.0K0.01%−368−7.0%Reduced
Nwam LLC4,850$317.0K0.03%−171−3.4%Reduced
Peak Asset Management, LLC4,824$315.3K0.07%00.0%Unchanged
Gateway Advisory, LLC4,728$309.1K0.07%+391+9.0%Added
Private Advisor Group, LLC4,633$302.9K0.00%+280+6.4%Added
Parnassus Investments4,618$301.9K0.00%+22+0.5%Added
Los Angeles Capital Management LLC4,594$300.3K0.00%+170+3.8%Added
Boston Private Wealth LLC4,548$297.3K0.01%−8,354−64.7%Reduced
Van Hulzen Asset Management, LLC4,516$295.0K0.03%+341+8.2%Added
CWM, LLC4,471$292.0K0.00%−24−0.5%Reduced
Magnetar Financial LLC4,452$291.0K0.01%+4,452New
STRS Ohio4,403$287.0K0.00%00.0%Unchanged
Eisler Capital (US) LLC4,360$285.0K0.16%+4,360New
Fox Run Management, L.L.C.4,254$278.1K0.08%−23,113−84.5%Reduced
National Bank of Canada4,234$276.7K0.00%+6+0.1%Added
CIBC Private Wealth Group, LLC4,195$274.2K0.00%+100+2.4%Added
Synergy Financial Group, LTD4,191$274.0K0.37%00.0%Unchanged
Trellis Wealth Advisors LLC4,002$261.6K0.17%00.0%Unchanged