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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 $75.0B in total; superinvestors ARK Invest and Soros Fund Management hold it.

13F holders, Q3 2023

Institutional positions in Cloudflare, Inc. as of Sep 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
573
+19 vs. Q2 2023
Shares held
250.7M
+5.51M (+2.2%) vs. Q2 2023
Total value
$15.8B
−$222.0M (−1.4%) vs. Q2 2023
New holders
75
196 more added
Sold out
56
196 more reduced

6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 573 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 heldQ3 2023: $15.8B
Q1 2021: $13.7BQ2 2021: $22.6BQ3 2021: $24.6BQ4 2021: $29.8BQ1 2022: $28.0BQ2 2022: $10.4BQ3 2022: $12.9BQ4 2022: $11.0BQ1 2023: $16.2BQ2 2023: $16.0BQ3 2023: $15.8BQ4 2023: $23.3BQ1 2024: $29.6BQ2 2024: $21.2BQ3 2024: $20.8BQ4 2024: $28.4BQ1 2025: $30.1BQ2 2025: $54.6BQ3 2025: $61.4BQ4 2025: $54.9BQ1 2026: $57.1BQ2 2026: $75.0B
Institutions holding NET and their total value by quarter
QuarterHoldersValue
Q2 20261,228$75.0B
Q1 20261,139$57.1B
Q4 20251,091$54.9B
Q3 20251,039$61.4B
Q2 2025947$54.6B
Q1 2025872$30.1B
Q4 2024772$28.4B
Q3 2024680$20.8B
Q2 2024652$21.2B
Q1 2024709$29.6B
Q4 2023678$23.3B
Q3 2023573$15.8B
Q2 2023560$16.0B
Q1 2023572$16.2B
Q4 2022550$11.0B
Q3 2022563$12.9B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q2 2023.

Institutions holding NET in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Westpac Banking Corp425$26.8K0.00%00.0%Unchanged
Antonetti Capital Management LLC500$31.5K0.05%00.0%Unchanged
BBJS Financial Advisors, LLC500$31.5K0.01%00.0%Unchanged
Quadrant Capital Group LLC512$32.3K0.00%−6−1.2%Reduced
Albion Financial Group520$32.8K0.00%−500−49.0%Reduced
First Horizon Advisors, Inc.529$33.3K0.00%−4−0.8%Reduced
Sandy Spring Bank554$34.9K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.556$35.0K0.00%−100−15.2%Reduced
GWM Advisors LLC593$37.4K0.00%+59+11.0%Added
Alta Advisers Ltd600$37.8K0.02%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd600$38.0K0.00%+600New
First Manhattan Co610$38.5K0.00%00.0%Unchanged
Lindbrook Capital, LLC634$40.0K0.00%−38−5.7%Reduced
Creative Financial Designs Inc650$41.0K0.00%00.0%Unchanged
Bogart Wealth, LLC657$41.4K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC721$45.5K0.02%00.0%Unchanged
TD Private Client Wealth LLC747$47.1K0.00%+260+53.4%Added
Financial Perspectives, Inc778$49.0K0.02%00.0%Unchanged
Manchester Capital Management LLC785$49.5K0.01%−2−0.3%Reduced
Harvest Fund Management Co., Ltd883$56.0K0.01%+848+2,422.9%Added
Flaharty Asset Management, LLC900$56.7K0.01%+900New
Adalta Capital Management LLC950$60.0K0.04%00.0%Unchanged
Focused Wealth Management, Inc963$60.7K0.01%−1,000−50.9%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,000$63.0K0.00%−1−0.1%Reduced
Belmont Capital, LLC1,000$63.0K0.03%00.0%Unchanged
TFC Financial Management1,010$63.7K0.02%00.0%Unchanged
Fortis Group Advisors, LLC1,017$64.1K0.02%+1,017New
Harbour Investments, Inc.1,045$65.9K0.00%+260+33.1%Added
City State Bank1,260$79.0K0.04%−100−7.4%Reduced
Advisors Asset Management, Inc.1,346$84.9K0.00%+610+82.9%Added
Ostrum Asset Management1,377$86.8K0.01%−10−0.7%Reduced
Montag A & Associates Inc1,412$89.0K0.01%−16−1.1%Reduced
Allworth Financial LP1,415$89.2K0.00%+25+1.8%Added
Global Retirement Partners, LLC1,525$90.4K0.00%+581+61.5%Added
Penserra Capital Management LLC1,492$93.0K0.00%−7,585−83.6%Reduced
Optiver Holding B.V.1,605$101.2K0.00%+928+137.1%Added
Tobam1,619$102.0K0.01%+523+47.7%Added
Independence Bank of Kentucky1,715$108.1K0.05%+825+92.7%Added
Pacer Advisors, Inc.1,726$108.8K0.00%−18−1.0%Reduced
Quent Capital, LLC1,737$109.5K0.02%+434+33.3%Added
Sunbelt Securities, Inc.1,780$112.2K0.02%+1,204+209.0%Added
UniSuper Management Pty Ltd1,800$113.5K0.00%00.0%Unchanged
Acadian Asset Management LLC1,823$114.0K0.00%−1,260−40.9%Reduced
Desjardins Global Asset Management Inc.2,128$134.1K0.01%+2,128New
Column Capital Advisors, LLC2,249$141.8K0.02%00.0%Unchanged
Bokf, NA2,529$143.4K0.00%+29+1.2%Added
Whittier Trust Co of Nevada Inc2,646$166.8K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC2,942$185.5K0.00%−423−12.6%Reduced
TD Waterhouse Canada Inc.2,958$192.8K0.00%+60+2.1%Added
Capula Management Ltd3,119$196.6K0.01%−6,399−67.2%Reduced
Peapack Gladstone Financial Corp3,212$202.0K0.00%+3,212New
Wealth Management Partners, LLC3,232$203.7K0.13%+3,232New
Yousif Capital Management, LLC3,269$206.1K0.00%−30−0.9%Reduced
ASB Consultores, LLC3,390$213.7K0.08%−3,577−51.3%Reduced
Los Angeles Capital Management LLC3,393$213.9K0.00%−1,201−26.1%Reduced
Angeles Investment Advisors, LLC3,410$215.0K0.02%+3,410New
Parnassus Investments3,499$220.6K0.00%−1,119−24.2%Reduced
L & S Advisors Inc3,500$220.6K0.03%+3,500New
Kestra Private Wealth Services, LLC3,624$228.5K0.01%+3,624New
Institute for Wealth Management, LLC.3,679$231.9K0.04%−4−0.1%Reduced
Wealthcare Advisory Partners LLC3,714$234.1K0.01%−196−5.0%Reduced
Credit Agricole S A3,760$237.0K0.01%+3,760New
Daymark Wealth Partners, LLC3,778$238.2K0.02%00.0%Unchanged
National Asset Management, Inc.3,936$248.1K0.01%+119+3.1%Added
Vahanian & Associates Financial Planning Inc.3,950$249.0K0.80%00.0%Unchanged
Miracle Mile Advisors, LLC3,960$249.6K0.01%00.0%Unchanged
Trellis Wealth Advisors LLC4,002$252.3K0.16%00.0%Unchanged
J.W. Cole Advisors, Inc.4,041$254.7K0.02%+4,041New
Ossiam4,047$255.1K0.00%−818−16.8%Reduced
Janney Montgomery Scott LLC4,072$257.0K0.00%+101+2.5%Added
Ellevest, Inc.4,080$257.2K0.02%+4,080New
CenterStar Asset Management, LLC4,100$258.2K0.70%+4,100New
D. E. Shaw & Co., Inc.4,100$258.5K0.00%−2,700−39.7%Reduced
Winton Group Ltd4,117$259.5K0.02%+4,117New
CIBC Private Wealth Group, LLC4,124$260.0K0.00%−71−1.7%Reduced
Fund Management at Engine No. 1 LLC4,183$263.7K0.04%+415+11.0%Added
Synergy Financial Group, LTD4,191$264.2K0.37%00.0%Unchanged
National Bank of Canada4,228$264.2K0.00%−6−0.1%Reduced
BI Asset Management Fondsmaeglerselskab A/S4,269$269.0K0.01%−2,372−35.7%Reduced
Metis Global Partners, LLC4,395$277.1K0.01%+519+13.4%Added
ExodusPoint Capital Management, LP4,500$284.0K0.00%+4,500New
Boston Private Wealth LLC4,536$285.9K0.01%−12−0.3%Reduced
CWM, LLC4,624$291.0K0.00%+153+3.4%Added
Shell Asset Management Co4,736$299.0K0.01%−124−2.6%Reduced
Stratos Wealth Advisors, LLC4,768$300.6K0.02%−1,032−17.8%Reduced
Moloney Securities Asset Management, LLC4,812$303.3K0.05%+4,812New
Gateway Advisory, LLC4,814$303.5K0.06%+86+1.8%Added
Rathbone Brothers plc4,832$304.6K0.00%+4,832New
Peak Asset Management, LLC4,837$304.9K0.07%+13+0.3%Added
Change Path, LLC4,895$309.0K0.02%−162−3.2%Reduced
Hill Island Financial LLC4,906$309.3K0.12%00.0%Unchanged
Souders Financial Advisors4,999$315.1K0.06%−290−5.5%Reduced
American International Group, Inc.5,000$315.2K0.00%−348−6.5%Reduced
Nicholas Investment Partners, LP5,045$318.0K0.02%+5,045New
Jump Financial, LLC5,100$321.5K0.01%−264−4.9%Reduced
O'Shaughnessy Asset Management, LLC5,161$325.3K0.00%+5,161New
First Republic Investment Management, Inc.5,240$330.3K0.00%−4,396−45.6%Reduced
Umb Bank N A5,243$330.5K0.01%00.0%Unchanged
Nwam LLC5,325$335.7K0.03%+475+9.8%Added
Sanders Morris Harris LLC5,400$340.4K0.07%+400+8.0%Added