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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
D. E. Shaw & Co., Inc.4,100$258.5K0.00%−2,700−39.7%Reduced
CenterStar Asset Management, LLC4,100$258.2K0.70%+4,100New
Ellevest, Inc.4,080$257.2K0.02%+4,080New
Janney Montgomery Scott LLC4,072$257.0K0.00%+101+2.5%Added
Ossiam4,047$255.1K0.00%−818−16.8%Reduced
J.W. Cole Advisors, Inc.4,041$254.7K0.02%+4,041New
Trellis Wealth Advisors LLC4,002$252.3K0.16%00.0%Unchanged
Miracle Mile Advisors, LLC3,960$249.6K0.01%00.0%Unchanged
Vahanian & Associates Financial Planning Inc.3,950$249.0K0.80%00.0%Unchanged
National Asset Management, Inc.3,936$248.1K0.01%+119+3.1%Added
Daymark Wealth Partners, LLC3,778$238.2K0.02%00.0%Unchanged
Credit Agricole S A3,760$237.0K0.01%+3,760New
Wealthcare Advisory Partners LLC3,714$234.1K0.01%−196−5.0%Reduced
Institute for Wealth Management, LLC.3,679$231.9K0.04%−4−0.1%Reduced
Kestra Private Wealth Services, LLC3,624$228.5K0.01%+3,624New
L & S Advisors Inc3,500$220.6K0.03%+3,500New
Parnassus Investments3,499$220.6K0.00%−1,119−24.2%Reduced
Angeles Investment Advisors, LLC3,410$215.0K0.02%+3,410New
Los Angeles Capital Management LLC3,393$213.9K0.00%−1,201−26.1%Reduced
ASB Consultores, LLC3,390$213.7K0.08%−3,577−51.3%Reduced
Yousif Capital Management, LLC3,269$206.1K0.00%−30−0.9%Reduced
Wealth Management Partners, LLC3,232$203.7K0.13%+3,232New
Peapack Gladstone Financial Corp3,212$202.0K0.00%+3,212New
Capula Management Ltd3,119$196.6K0.01%−6,399−67.2%Reduced
TD Waterhouse Canada Inc.2,958$192.8K0.00%+60+2.1%Added
Steward Partners Investment Advisory, LLC2,942$185.5K0.00%−423−12.6%Reduced
Whittier Trust Co of Nevada Inc2,646$166.8K0.01%00.0%Unchanged
Bokf, NA2,529$143.4K0.00%+29+1.2%Added
Column Capital Advisors, LLC2,249$141.8K0.02%00.0%Unchanged
Desjardins Global Asset Management Inc.2,128$134.1K0.01%+2,128New
Acadian Asset Management LLC1,823$114.0K0.00%−1,260−40.9%Reduced
UniSuper Management Pty Ltd1,800$113.5K0.00%00.0%Unchanged
Sunbelt Securities, Inc.1,780$112.2K0.02%+1,204+209.0%Added
Quent Capital, LLC1,737$109.5K0.02%+434+33.3%Added
Pacer Advisors, Inc.1,726$108.8K0.00%−18−1.0%Reduced
Independence Bank of Kentucky1,715$108.1K0.05%+825+92.7%Added
Tobam1,619$102.0K0.01%+523+47.7%Added
Optiver Holding B.V.1,605$101.2K0.00%+928+137.1%Added
Penserra Capital Management LLC1,492$93.0K0.00%−7,585−83.6%Reduced
Global Retirement Partners, LLC1,525$90.4K0.00%+581+61.5%Added
Allworth Financial LP1,415$89.2K0.00%+25+1.8%Added
Montag A & Associates Inc1,412$89.0K0.01%−16−1.1%Reduced
Ostrum Asset Management1,377$86.8K0.01%−10−0.7%Reduced
Advisors Asset Management, Inc.1,346$84.9K0.00%+610+82.9%Added
City State Bank1,260$79.0K0.04%−100−7.4%Reduced
Harbour Investments, Inc.1,045$65.9K0.00%+260+33.1%Added
Fortis Group Advisors, LLC1,017$64.1K0.02%+1,017New
TFC Financial Management1,010$63.7K0.02%00.0%Unchanged
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
Focused Wealth Management, Inc963$60.7K0.01%−1,000−50.9%Reduced
Adalta Capital Management LLC950$60.0K0.04%00.0%Unchanged
Flaharty Asset Management, LLC900$56.7K0.01%+900New
Harvest Fund Management Co., Ltd883$56.0K0.01%+848+2,422.9%Added
Manchester Capital Management LLC785$49.5K0.01%−2−0.3%Reduced
Financial Perspectives, Inc778$49.0K0.02%00.0%Unchanged
TD Private Client Wealth LLC747$47.1K0.00%+260+53.4%Added
Richard W. Paul & Associates, LLC721$45.5K0.02%00.0%Unchanged
Bogart Wealth, LLC657$41.4K0.00%00.0%Unchanged
Creative Financial Designs Inc650$41.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC634$40.0K0.00%−38−5.7%Reduced
First Manhattan Co610$38.5K0.00%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd600$38.0K0.00%+600New
Alta Advisers Ltd600$37.8K0.02%00.0%Unchanged
GWM Advisors LLC593$37.4K0.00%+59+11.0%Added
Benjamin F. Edwards & Company, Inc.556$35.0K0.00%−100−15.2%Reduced
Sandy Spring Bank554$34.9K0.00%00.0%Unchanged
First Horizon Advisors, Inc.529$33.3K0.00%−4−0.8%Reduced
Albion Financial Group520$32.8K0.00%−500−49.0%Reduced
Quadrant Capital Group LLC512$32.3K0.00%−6−1.2%Reduced
Antonetti Capital Management LLC500$31.5K0.05%00.0%Unchanged
BBJS Financial Advisors, LLC500$31.5K0.01%00.0%Unchanged
Westpac Banking Corp425$26.8K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC385$24.3K0.01%00.0%Unchanged
IFP Advisors, Inc378$23.8K0.00%−864−69.6%Reduced
Riggs Asset Managment Co. Inc.352$22.2K0.01%00.0%Unchanged
KB Financial Partners, LLC315$20.0K0.01%+315New
Headinvest, LLC315$19.7K0.00%+315New
Stonehage Fleming Financial Services Holdings Ltd301$19.0K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt300$18.9K0.00%00.0%Unchanged
Clearstead Advisors, LLC285$18.0K0.00%00.0%Unchanged
Riverview Trust Co274$17.3K0.02%00.0%Unchanged
EverSource Wealth Advisors, LLC239$15.1K0.00%−11−4.4%Reduced
Aspire Private Capital, LLC230$14.5K0.00%00.0%Unchanged
Gradient Investments LLC223$14.1K0.00%+200+869.6%Added
University of Texas/Texas Am Investment Managment Co222$14.0K0.01%+222New
New Millennium Group LLC219$13.8K0.01%00.0%Unchanged
Covestor Ltd207$13.0K0.01%00.0%Unchanged
HM Payson & Co200$12.6K0.00%+200New
Huntington National Bank195$12.3K0.00%+93+91.2%Added
Earnest Partners LLC180$11.3K0.00%00.0%Unchanged
Cohen & Steers, Inc.174$11.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust161$10.2K0.00%+26+19.3%Added
Mark Sheptoff Financial Planning, LLC150$9.46K0.01%−600−80.0%Reduced
Liberty One Investment Management, LLC143$9.02K0.00%+19+15.3%Added
Bell Investment Advisors, Inc139$8.76K0.00%+17+13.9%Added
Activest Wealth Management134$8.43K0.01%+134New
Loomis Sayles & Co L P127$8.00K0.00%+127New
Armstrong Advisory Group, Inc125$7.88K0.00%00.0%Unchanged
Hillsdale Investment Management Inc.125$7.88K0.00%00.0%Unchanged