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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
Baldwin Brothers Inc75$4.90K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.75$4.77K0.00%00.0%Unchanged
Hollencrest Capital Management71$4.64K0.00%00.0%Unchanged
Central Bank & Trust Co65$4.25K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC54$4.00K0.00%+1+1.9%Added
AdvisorNet Financial, Inc58$3.79K0.00%−23−28.4%Reduced
HighMark Wealth Management LLC55$3.60K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.53$3.46K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC51$3.33K0.00%−4−7.3%Reduced
Sittner & Nelson, LLC51$3.33K0.00%00.0%Unchanged
Central Trust Co50$3.27K0.00%00.0%Unchanged
Toth Financial Advisory Corp50$3.27K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.50$3.27K0.00%00.0%Unchanged
Salem Investment Counselors Inc50$3.27K0.00%+50New
Massmutual Trust Co FSB46$3.01K0.00%+6+15.0%Added
Hall Laurie J Trustee50$3.00K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC51$3.00K0.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)44$3.00K0.00%+13+41.9%Added
Concord Wealth Partners42$2.75K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC40$2.62K0.00%00.0%Unchanged
South State Corp.40$2.62K0.00%00.0%Unchanged
Providence Capital Advisors, LLC40$2.62K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.37$2.42K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC36$2.35K0.00%+6+20.0%Added
Fifth Third Bancorp33$2.16K0.00%00.0%Unchanged
Venturi Wealth Management, LLC32$2.09K0.00%00.0%Unchanged
Versant Capital Management, Inc32$2.09K0.00%+2+6.7%Added
Harvest Fund Management Co., Ltd35$2.00K0.00%−3,250−98.9%Reduced
Safeguard Financial, LLC35$2.00K0.00%+35New
Tradewinds Capital Management, LLC30$1.96K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC30$1.96K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP27$1.76K0.00%−2−6.9%Reduced
West Branch Capital LLC24$1.57K0.00%00.0%Unchanged
Raffa Wealth Management, LLC23$1.50K0.00%00.0%Unchanged
Gradient Investments LLC23$1.50K0.00%+16+228.6%Added
PayPay Securities Corp22$1.44K0.09%−16−42.1%Reduced
CGC Financial Services, LLC21$1.37K0.00%+21New
Delos Wealth Advisors, LLC20$1.31K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.20$1.31K0.00%+20New
Deane Retirement Strategies, Inc.19$1.24K0.00%−19−50.0%Reduced
Ronald Blue Trust, Inc.21$1.00K0.00%−10−32.3%Reduced
Avion Wealth19$1.00K0.00%+19New
VitalStone Financial, LLC10$1.00K0.00%+10New
Spire Wealth Management15$9810.00%−242−94.2%Reduced
Financial Synergies Wealth Advisors, Inc.13$8500.00%+13New
Financial Freedom, LLC12$7840.00%00.0%Unchanged
Institutional & Family Asset Management, LLC10$6540.00%00.0%Unchanged
Wolff Wiese Magana LLC10$6540.00%00.0%Unchanged
25 LLC9$6090.00%+9New
Nalls Sherbakoff Group, LLC7$4850.00%00.0%Unchanged
Whittier Trust Co7$4570.00%00.0%Unchanged
Clearview Wealth Advisors LLC6$3920.00%−18−75.0%Reduced
Disciplined Investments, LLC5$3270.00%+1+25.0%Added
Sofos Investments, Inc.65$2690.00%+65New
SJS Investment Consulting Inc.3$1970.00%00.0%Unchanged
Abound Wealth Management3$1970.00%+3New
Paloma Partners Management Co3$1960.00%+3New
Motco3$1960.00%+3New
Crewe Advisors LLC2$1310.00%+2New
True Wealth Design, LLC1$660.00%00.0%Unchanged
Marshall Wace, LLP0$00.00%−2,209,854−100.0%Sold out
1832 Asset Management L.P.0$00.00%−1,888,400−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−1,548,915−100.0%Sold out
NEA Management Company, LLC0$00.00%−1,249,215−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−475,851−100.0%Sold out
Strategic Vision Investment Ltd0$00.00%−380,483−100.0%Sold out
Trexquant Investment LP0$00.00%−267,849−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−257,201−100.0%Sold out
Gabelli Funds LLC0$00.00%−207,348−100.0%Sold out
Point72 Middle East FZE0$00.00%−162,826−100.0%Sold out
Mizuho Markets Cayman LP0$00.00%−132,625−100.0%Sold out
CTC LLC0$00.00%−137,570−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−127,159−100.0%Sold out
Zevenbergen Capital Investments LLC0$00.00%−121,765−100.0%Sold out
Hel Ved Capital Management Ltd0$00.00%−108,530−100.0%Sold out
Capital Fund Management S.A.0$00.00%−95,916−100.0%Sold out
Vestor Capital, LLC0$00.00%−93,374−100.0%Sold out
Walleye Capital LLC0$00.00%−79,743−100.0%Sold out
Prescott Group Capital Management, L.L.C.0$00.00%−77,566−100.0%Sold out
Raine Capital LLC0$00.00%−75,000−100.0%Sold out
O'Neil Global Advisors, Inc.0$00.00%−62,310−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−55,990−100.0%Sold out
Gamco Investors, Inc. Et Al0$00.00%−37,494−100.0%Sold out
Hamilton Lane Advisors LLC0$00.00%−34,822−100.0%Sold out
ABN AMRO Bank N.V.0$00.00%−34,517−100.0%Sold out
Davis-Rea Ltd.0$00.00%−25,150−100.0%Sold out
Keystone Investors Pte Ltd0$00.00%−25,099−100.0%Sold out
ClariVest Asset Management LLC0$00.00%−22,626−100.0%Sold out
State of Alaska, Department of Revenue0$00.00%−20,602−100.0%Sold out
Knuff & Co LLC0$00.00%−17,816−100.0%Sold out
Harvest Investment Services, LLC0$00.00%−17,257−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−16,538−100.0%Sold out
Pearl River Capital, LLC0$00.00%−14,483−100.0%Sold out
Nicholas Investment Partners, LP0$00.00%−12,845−100.0%Sold out
Prime Capital Investment Advisors, LLC0$00.00%−10,280−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−10,250−100.0%Sold out
Simplex Trading, LLC0$00.00%−8,570−100.0%Sold out
Centiva Capital, LP0$00.00%−8,169−100.0%Sold out
Exos TFP Holdings LLC0$00.00%−7,848−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−7,393−100.0%Sold out