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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
XTX Topco Ltd0$00.00%−6,568−100.0%Sold out
Perpetual Ltd0$00.00%−6,375−100.0%Sold out
Harbour Capital Advisors, LLC0$00.00%−6,260−100.0%Sold out
Corton Capital Inc.0$00.00%−6,275−100.0%Sold out
Veritable, L.P.0$00.00%−5,606−100.0%Sold out
Teza Capital Management LLC0$00.00%−5,163−100.0%Sold out
Magnetar Financial LLC0$00.00%−4,452−100.0%Sold out
Eisler Capital (US) LLC0$00.00%−4,360−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−4,254−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−3,593−100.0%Sold out
Delphia (USA) Inc.0$00.00%−3,235−100.0%Sold out
Bleakley Financial Group, LLC0$00.00%−3,199−100.0%Sold out
Sawtooth Solutions, LLC0$00.00%−3,091−100.0%Sold out
O'Dell Group, LLC0$00.00%−614−100.0%Sold out
ICA Group Wealth Management, LLC0$00.00%−245−100.0%Sold out
Trust Co of Vermont0$00.00%−150−100.0%Sold out
CVA Family Office, LLC0$00.00%−125−100.0%Sold out
South State Corp.0$00.00%−40−100.0%Sold out
Safeguard Financial, LLC0$00.00%−35−100.0%Sold out
CGC Financial Services, LLC0$00.00%−21−100.0%Sold out
Deane Retirement Strategies, Inc.0$00.00%−19−100.0%Sold out
VitalStone Financial, LLC0$00.00%−10−100.0%Sold out
Financial Freedom, LLC0$00.00%−12−100.0%Sold out
25 LLC0$00.00%−9−100.0%Sold out
Clearview Wealth Advisors LLC0$00.00%−6−100.0%Sold out
Disciplined Investments, LLC0$00.00%−5−100.0%Sold out
Sofos Investments, Inc.0$00.00%−65−100.0%Sold out
Paloma Partners Management Co0$00.00%−3−100.0%Sold out
Motco0$00.00%−3−100.0%Sold out
Pictet Asset Management SA––––Not filed
Kames Capital plc––––Not filed
Efg Capital International Corp.––––Not filed
BerganKDV Wealth Management, LLC––––Not filed
Kistler-Tiffany Companies, LLC––––Not filed
BDO Wealth Advisors, LLC––––Not filed