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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
Newbridge Financial Services Group, Inc.5,445$343.3K0.17%00.0%Unchanged
CWM Advisors, LLC5,742$362.0K0.05%−368−6.0%Reduced
Oppenheimer & Co Inc5,817$366.7K0.01%−100−1.7%Reduced
SevenOneSeven Capital Management5,756$367.8K0.85%+146+2.6%Added
Archer Investment Corp5,870$370.0K0.13%00.0%Unchanged
Stratos Wealth Partners, LTD.5,903$372.1K0.01%+5,903New
Stock Yards Bank & Trust Co5,921$373.3K0.01%−1,060−15.2%Reduced
RFG Advisory, LLC5,957$375.5K0.02%+166+2.9%Added
AQR Capital Management LLC5,985$377.3K0.00%−59−1.0%Reduced
Vestcor Inc5,991$378.0K0.01%−48−0.8%Reduced
Emerald Advisers, LLC6,006$378.6K0.02%+6,006New
Centiva Capital, LP6,104$384.8K0.02%+6,104New
Zweig-DiMenna Associates LLC6,130$386.4K0.05%00.0%Unchanged
Atria Wealth Solutions, Inc.6,191$390.3K0.01%−1,477−19.3%Reduced
Versor Investments LP6,276$395.6K0.08%+100+1.6%Added
Parallel Advisors, LLC6,299$397.1K0.01%−54−0.8%Reduced
B. Metzler seel. Sohn & Co. AG6,301$397.2K0.01%00.0%Unchanged
The PNC Financial Services Group, Inc.6,308$397.7K0.00%−310−4.7%Reduced
Integrated Wealth Concepts LLC6,529$411.6K0.01%−466−6.7%Reduced
Green Alpha Advisors, LLC6,628$417.8K0.32%+6,628New
Vinva Investment Management Ltd6,639$418.9K0.04%+771+13.1%Added
AtonRa Partners6,720$423.6K0.89%−2,052−23.4%Reduced
Joel Isaacson & Co., LLC6,766$426.5K0.03%00.0%Unchanged
Parkwood LLC6,844$431.0K0.08%−4,262−38.4%Reduced
Prudential PLC7,025$442.9K0.00%−55,798−88.8%Reduced
Ci Investments Inc.7,121$449.0K0.00%−501−6.6%Reduced
Moneta Group Investment Advisors LLC7,304$460.4K0.01%+19+0.3%Added
MAI Capital Management7,375$464.9K0.01%+30.0%Added
Atlas Brown,Inc.7,400$466.5K0.21%00.0%Unchanged
Proequities, Inc.7,655$482.6K0.04%−645−7.8%Reduced
Panagora Asset Management Inc7,800$491.7K0.00%00.0%Unchanged
Texas Treasury Safekeeping Trust Co7,926$500.0K0.11%+2,642+50.0%Added
Tokio Marine Asset Management Co Ltd8,009$504.9K0.03%+452+6.0%Added
Robeco Institutional Asset Management B.V.8,034$506.5K0.00%−330−3.9%Reduced
Echo Street Capital Management LLC8,084$509.6K0.00%−4,807−37.3%Reduced
DC Investments Management, LLC8,118$511.8K0.64%00.0%Unchanged
Northwestern Mutual Wealth Management Co8,159$514.3K0.00%+304+3.9%Added
GraniteShares Advisors LLC8,304$523.5K0.49%+8,304New
Hel Ved Capital Management Ltd8,371$527.7K0.18%+8,371New
Sigma Planning Corp8,419$530.8K0.02%−733−8.0%Reduced
Motley Fool Asset Management LLC8,514$536.7K0.04%+831+10.8%Added
Parsons Capital Management Inc8,642$544.8K0.04%00.0%Unchanged
Signaturefd, LLC8,696$548.2K0.01%−3,321−27.6%Reduced
STRS Ohio8,806$555.0K0.00%+4,403+100.0%Added
Envestnet Portfolio Solutions, Inc.9,020$568.6K0.00%+9,020New
Captrust Financial Advisors9,114$574.5K0.00%−736−7.5%Reduced
Pitcairn Co9,202$580.1K0.05%−482−5.0%Reduced
Gotham Asset Management, LLC9,202$580.1K0.01%+9,202New
Neuberger Berman Group LLC9,336$588.5K0.00%−103−1.1%Reduced
Private Advisor Group, LLC9,395$592.3K0.01%+4,762+102.8%Added
Perigon Wealth Management, LLC9,438$595.0K0.02%+2,258+31.4%Added
V Wealth Advisors LLC9,700$611.5K0.49%−3,292−25.3%Reduced
Y-Intercept (Hong Kong) Ltd9,752$614.8K0.06%−3,914−28.6%Reduced
Meridian Wealth Management, LLC9,765$615.6K0.04%+12+0.1%Added
CIBC Asset Management Inc9,872$622.3K0.00%+170+1.8%Added
Householder Group Estate & Retirement Specialist, LLC9,907$624.5K0.23%+9,907New
Farther Finance Advisors, LLC9,930$626.0K0.10%+88+0.9%Added
Steel Peak Wealth Management LLC10,000$630.4K0.04%00.0%Unchanged
Macquarie Group Ltd10,157$640.3K0.00%+1,657+19.5%Added
LJI Wealth Management, LLC10,250$646.2K0.19%−200−1.9%Reduced
Beacon Pointe Advisors, LLC10,338$651.7K0.01%+10,338New
Independent Financial Group, LLC10,381$654.4K0.04%+450+4.5%Added
Western Financial Corp10,434$657.8K0.48%+23+0.2%Added
Ieq Capital, LLC10,443$658.3K0.01%+3,360+47.4%Added
Cetera Advisors LLC10,576$666.7K0.01%+760+7.7%Added
Financial Advisory Service, Inc.10,755$678.0K0.07%−25−0.2%Reduced
Tower Research Capital LLC (TRC)10,895$686.8K0.02%−1,663−13.2%Reduced
Thrivent Financial for Lutherans10,922$688.0K0.00%−332−3.0%Reduced
Wealth Enhancement Advisory Services, LLC11,025$695.0K0.00%+11,025New
Jackson Square Capital, LLC11,025$695.0K0.28%−6,379−36.7%Reduced
Toroso Investments, LLC11,216$707.1K0.02%+307+2.8%Added
AIA Group Ltd11,260$709.8K0.03%00.0%Unchanged
M&T Bank Corp11,270$711.3K0.00%−182−1.6%Reduced
Dai-Ichi Life Insurance Company, Ltd11,357$715.9K0.02%+309+2.8%Added
Vident Advisory, LLC11,428$720.4K0.02%+11,428New
Malaga Cove Capital, LLC11,429$720.5K0.33%−28−0.2%Reduced
Geneos Wealth Management Inc.11,483$723.9K0.04%+50.0%Added
Advisory Resource Group11,734$739.7K0.20%+735+6.7%Added
Lido Advisors, LLC11,751$740.8K0.01%+84+0.7%Added
PDT Partners, LLC11,800$743.9K0.09%+11,800New
Grandview Asset Management LLC11,876$749.0K0.43%−945−7.4%Reduced
Commerce Bank11,933$752.3K0.01%+1,331+12.6%Added
Jefferies Financial Group Inc.12,026$758.1K0.02%+8,605+251.5%Added
Edmond de Rothschild Holding S.A.12,103$763.0K0.02%−11−0.1%Reduced
Numerai GP LLC12,574$792.7K0.26%+12,574New
Prudential Financial Inc12,600$794.5K0.00%−598−4.5%Reduced
Aspiriant, LLC12,653$797.6K0.04%−782−5.8%Reduced
Barings LLC12,764$804.6K0.03%+1,095+9.4%Added
AustralianSuper Pty Ltd12,846$809.8K0.01%+634+5.2%Added
Ropes Wealth Advisors LLC12,915$814.2K0.16%−1,739−11.9%Reduced
Mackenzie Financial Corp14,137$825.6K0.00%−128−0.9%Reduced
Manufacturers Life Insurance Company, The13,108$826.3K0.00%+6,449+96.8%Added
MBM Wealth Consultants, LLC13,513$826.4K0.36%−745−5.2%Reduced
Avitas Wealth Management LLC13,364$842.5K0.16%+2,202+19.7%Added
Afg Fiduciary Services Limited Partnership13,828$845.7K0.75%−248−1.8%Reduced
Bank of Nova Scotia13,660$861.1K0.00%+13,660New
Van Hulzen Asset Management, LLC13,784$869.0K0.07%+9,268+205.2%Added
Verition Fund Management LLC13,880$875.0K0.01%00.0%Unchanged
Raymond James & Associates13,937$878.6K0.00%−7,556−35.2%Reduced
Codex Capital, L.L.C.14,400$907.8K0.59%00.0%Unchanged