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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, 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: $10.3BQ3 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, 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
M&T Bank Corp11,270$711.3K0.00%−182−1.6%Reduced
AIA Group Ltd11,260$709.8K0.03%00.0%Unchanged
Toroso Investments, LLC11,216$707.1K0.02%+307+2.8%Added
Jackson Square Capital, LLC11,025$695.0K0.28%−6,379−36.7%Reduced
Wealth Enhancement Advisory Services, LLC11,025$695.0K0.00%+11,025New
Thrivent Financial for Lutherans10,922$688.0K0.00%−332−3.0%Reduced
Tower Research Capital LLC (TRC)10,895$686.8K0.02%−1,663−13.2%Reduced
Financial Advisory Service, Inc.10,755$678.0K0.07%−25−0.2%Reduced
Cetera Advisors LLC10,576$666.7K0.01%+760+7.7%Added
Ieq Capital, LLC10,443$658.3K0.01%+3,360+47.4%Added
Western Financial Corp10,434$657.8K0.48%+23+0.2%Added
Independent Financial Group, LLC10,381$654.4K0.04%+450+4.5%Added
Beacon Pointe Advisors, LLC10,338$651.7K0.01%+10,338New
LJI Wealth Management, LLC10,250$646.2K0.19%−200−1.9%Reduced
Macquarie Group Ltd10,157$640.3K0.00%+1,657+19.5%Added
Steel Peak Wealth Management LLC10,000$630.4K0.04%00.0%Unchanged
Farther Finance Advisors, LLC9,930$626.0K0.10%+88+0.9%Added
Householder Group Estate & Retirement Specialist, LLC9,907$624.5K0.23%+9,907New
CIBC Asset Management Inc9,872$622.3K0.00%+170+1.8%Added
Meridian Wealth Management, LLC9,765$615.6K0.04%+12+0.1%Added
Y-Intercept (Hong Kong) Ltd9,752$614.8K0.06%−3,914−28.6%Reduced
V Wealth Advisors LLC9,700$611.5K0.49%−3,292−25.3%Reduced
Perigon Wealth Management, LLC9,438$595.0K0.02%+2,258+31.4%Added
Private Advisor Group, LLC9,395$592.3K0.01%+4,762+102.8%Added
Neuberger Berman Group LLC9,336$588.5K0.00%−103−1.1%Reduced
Pitcairn Co9,202$580.1K0.05%−482−5.0%Reduced
Gotham Asset Management, LLC9,202$580.1K0.01%+9,202New
Captrust Financial Advisors9,114$574.5K0.00%−736−7.5%Reduced
Envestnet Portfolio Solutions, Inc.9,020$568.6K0.00%+9,020New
STRS Ohio8,806$555.0K0.00%+4,403+100.0%Added
Signaturefd, LLC8,696$548.2K0.01%−3,321−27.6%Reduced
Parsons Capital Management Inc8,642$544.8K0.04%00.0%Unchanged
Motley Fool Asset Management LLC8,514$536.7K0.04%+831+10.8%Added
Sigma Planning Corp8,419$530.8K0.02%−733−8.0%Reduced
Hel Ved Capital Management Ltd8,371$527.7K0.18%+8,371New
GraniteShares Advisors LLC8,304$523.5K0.49%+8,304New
Northwestern Mutual Wealth Management Co8,159$514.3K0.00%+304+3.9%Added
DC Investments Management, LLC8,118$511.8K0.64%00.0%Unchanged
Echo Street Capital Management LLC8,084$509.6K0.00%−4,807−37.3%Reduced
Robeco Institutional Asset Management B.V.8,034$506.5K0.00%−330−3.9%Reduced
Tokio Marine Asset Management Co Ltd8,009$504.9K0.03%+452+6.0%Added
Texas Treasury Safekeeping Trust Co7,926$500.0K0.11%+2,642+50.0%Added
Panagora Asset Management Inc7,800$491.7K0.00%00.0%Unchanged
Proequities, Inc.7,655$482.6K0.04%−645−7.8%Reduced
Atlas Brown,Inc.7,400$466.5K0.21%00.0%Unchanged
MAI Capital Management7,375$464.9K0.01%+30.0%Added
Moneta Group Investment Advisors LLC7,304$460.4K0.01%+19+0.3%Added
Ci Investments Inc.7,121$449.0K0.00%−501−6.6%Reduced
Prudential PLC7,025$442.9K0.01%−55,798−88.8%Reduced
Parkwood LLC6,844$431.0K0.08%−4,262−38.4%Reduced
Joel Isaacson & Co., LLC6,766$426.5K0.03%00.0%Unchanged
AtonRa Partners6,720$423.6K0.89%−2,052−23.4%Reduced
Vinva Investment Management Ltd6,639$418.9K0.04%+771+13.1%Added
Green Alpha Advisors, LLC6,628$417.8K0.32%+6,628New
Integrated Wealth Concepts LLC6,529$411.6K0.01%−466−6.7%Reduced
The PNC Financial Services Group, Inc.6,308$397.7K0.00%−310−4.7%Reduced
B. Metzler seel. Sohn & Co. AG6,301$397.2K0.01%00.0%Unchanged
Parallel Advisors, LLC6,299$397.1K0.01%−54−0.8%Reduced
Versor Investments LP6,276$395.6K0.08%+100+1.6%Added
Atria Wealth Solutions, Inc.6,191$390.3K0.01%−1,477−19.3%Reduced
Zweig-DiMenna Associates LLC6,130$386.4K0.05%00.0%Unchanged
Centiva Capital, LP6,104$384.8K0.02%+6,104New
Emerald Advisers, LLC6,006$378.6K0.02%+6,006New
Vestcor Inc5,991$378.0K0.01%−48−0.8%Reduced
AQR Capital Management LLC5,985$377.3K0.00%−59−1.0%Reduced
RFG Advisory, LLC5,957$375.5K0.02%+166+2.9%Added
Stock Yards Bank & Trust Co5,921$373.3K0.01%−1,060−15.2%Reduced
Stratos Wealth Partners, LTD.5,903$372.1K0.01%+5,903New
Archer Investment Corp5,870$370.0K0.13%00.0%Unchanged
SevenOneSeven Capital Management5,756$367.8K0.85%+146+2.6%Added
Oppenheimer & Co Inc5,817$366.7K0.01%−100−1.7%Reduced
CWM Advisors, LLC5,742$362.0K0.05%−368−6.0%Reduced
Newbridge Financial Services Group, Inc.5,445$343.3K0.17%00.0%Unchanged
Sanders Morris Harris LLC5,400$340.4K0.07%+400+8.0%Added
Nwam LLC5,325$335.7K0.03%+475+9.8%Added
Umb Bank N A5,243$330.5K0.01%00.0%Unchanged
First Republic Investment Management, Inc.5,240$330.3K0.00%−4,396−45.6%Reduced
O'Shaughnessy Asset Management, LLC5,161$325.3K0.00%+5,161New
Jump Financial, LLC5,100$321.5K0.01%−264−4.9%Reduced
Nicholas Investment Partners, LP5,045$318.0K0.02%+5,045New
American International Group, Inc.5,000$315.2K0.00%−348−6.5%Reduced
Souders Financial Advisors4,999$315.1K0.06%−290−5.5%Reduced
Hill Island Financial LLC4,906$309.3K0.12%00.0%Unchanged
Change Path, LLC4,895$309.0K0.02%−162−3.2%Reduced
Peak Asset Management, LLC4,837$304.9K0.07%+13+0.3%Added
Rathbone Brothers plc4,832$304.6K0.00%+4,832New
Gateway Advisory, LLC4,814$303.5K0.06%+86+1.8%Added
Moloney Securities Asset Management, LLC4,812$303.3K0.05%+4,812New
Stratos Wealth Advisors, LLC4,768$300.6K0.02%−1,032−17.8%Reduced
Shell Asset Management Co4,736$299.0K0.01%−124−2.6%Reduced
CWM, LLC4,624$291.0K0.00%+153+3.4%Added
Boston Private Wealth LLC4,536$285.9K0.01%−12−0.3%Reduced
ExodusPoint Capital Management, LP4,500$284.0K0.00%+4,500New
Metis Global Partners, LLC4,395$277.1K0.01%+519+13.4%Added
BI Asset Management Fondsmaeglerselskab A/S4,269$269.0K0.01%−2,372−35.7%Reduced
National Bank of Canada4,228$264.2K0.00%−6−0.1%Reduced
Synergy Financial Group, LTD4,191$264.2K0.37%00.0%Unchanged
Fund Management at Engine No. 1 LLC4,183$263.7K0.04%+415+11.0%Added
CIBC Private Wealth Group, LLC4,124$260.0K0.00%−71−1.7%Reduced
Winton Group Ltd4,117$259.5K0.02%+4,117New