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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
Highline Wealth Partners LLC125$7.88K0.00%+125New
C M Bidwell & Associates Ltd121$7.63K0.01%−2,685−95.7%Reduced
Ancora Advisors, LLC121$7.63K0.00%+121New
WFA Asset Management Corp120$7.57K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC120$7.57K0.00%00.0%Unchanged
Rise Advisors, LLC108$6.81K0.01%−161−59.9%Reduced
Glassman Wealth Services108$6.81K0.00%+20+22.7%Added
Park Place Capital Corp106$6.68K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC100$6.30K0.00%−23−18.7%Reduced
Retirement Group, LLC100$6.30K0.00%00.0%Unchanged
Center for Financial Planning, Inc.100$6.30K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc100$6.30K0.00%00.0%Unchanged
Addison Advisors LLC100$6.30K0.00%+100New
FIL Ltd88$5.55K0.00%+3+3.5%Added
Core Alternative Capital84$5.29K0.00%00.0%Unchanged
Authentikos Wealth Advisory, LLC81$5.11K0.00%+81New
Financial Management Professionals, Inc.77$5.00K0.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)80$5.00K0.00%+36+81.8%Added
JJJ Advisors Inc.76$4.79K0.00%00.0%Unchanged
Baldwin Brothers Inc75$4.73K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.75$4.59K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC72$4.54K0.00%+72New
Hollencrest Capital Management71$4.48K0.00%00.0%Unchanged
Central Bank & Trust Co65$4.10K0.00%00.0%Unchanged
PayPay Securities Corp23$3.85K0.19%+1+4.5%Added
HighMark Wealth Management LLC55$3.47K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC54$3.40K0.00%+3+5.9%Added
Carmichael Hill & Associates, Inc.53$3.34K0.00%00.0%Unchanged
Sittner & Nelson, LLC51$3.21K0.00%00.0%Unchanged
Pittenger & Anderson Inc50$3.15K0.00%−50−50.0%Reduced
Central Trust Co50$3.15K0.00%00.0%Unchanged
Toth Financial Advisory Corp50$3.15K0.00%00.0%Unchanged
Salem Investment Counselors Inc50$3.15K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.50$3.15K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC53$3.00K0.00%−1−1.9%Reduced
Hall Laurie J Trustee50$3.00K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC51$3.00K0.00%00.0%Unchanged
Providence Capital Advisors, LLC40$2.52K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC40$2.52K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC39$2.46K0.00%+39New
Cullen/Frost Bankers, Inc.37$2.33K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC36$2.27K0.00%00.0%Unchanged
Venturi Wealth Management, LLC32$2.02K0.00%00.0%Unchanged
Avion Wealth35$2.00K0.00%+16+84.2%Added
Valley National Advisers Inc30$2.00K0.00%+30New
Tradewinds Capital Management, LLC30$1.89K0.00%00.0%Unchanged
Versant Capital Management, Inc30$1.89K0.00%−2−6.3%Reduced
Cary Street Partner Investment Advisory LLC30$1.89K0.00%00.0%Unchanged
Massmutual Trust Co FSB26$1.64K0.00%−20−43.5%Reduced
West Branch Capital LLC24$1.51K0.00%00.0%Unchanged
Raffa Wealth Management, LLC23$1.45K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP22$1.37K0.00%−5−18.5%Reduced
Delos Wealth Advisors, LLC20$1.30K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.20$1.26K0.00%00.0%Unchanged
Concord Wealth Partners18$1.14K0.00%−24−57.1%Reduced
AdvisorNet Financial, Inc17$1.07K0.00%−41−70.7%Reduced
Kelly Financial Services LLC16$1.01K0.00%+16New
Ronald Blue Trust, Inc.21$1.00K0.00%00.0%Unchanged
NBC Securities, Inc.18$1.00K0.00%+18New
Spire Wealth Management15$9460.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.13$8200.00%00.0%Unchanged
Fifth Third Bancorp12$7560.00%−21−63.6%Reduced
Wolff Wiese Magana LLC10$6310.00%00.0%Unchanged
Institutional & Family Asset Management, LLC10$6300.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC7$4420.00%00.0%Unchanged
Whittier Trust Co7$4410.00%00.0%Unchanged
Iron Horse Wealth Management, LLC5$3150.00%+5New
SJS Investment Consulting Inc.4$2530.00%+1+33.3%Added
Abound Wealth Management3$1900.00%00.0%Unchanged
Crewe Advisors LLC2$1270.00%00.0%Unchanged
Larson Financial Group LLC2$1260.00%+2New
True Wealth Design, LLC1$640.00%00.0%Unchanged
Steward Financial Group LLC12$00.00%+12New
Clear Street LLC0$00.00%−233,000−100.0%Sold out
Laurion Capital Management LP0$00.00%−192,708−100.0%Sold out
Quadrature Capital Ltd0$00.00%−142,859−100.0%Sold out
Twinbeech Capital LP0$00.00%−132,454−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−86,264−100.0%Sold out
Harber Asset Management LLC0$00.00%−82,200−100.0%Sold out
Natixis0$00.00%−60,302−100.0%Sold out
Hampton Road Capital Management LP0$00.00%−51,522−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−34,200−100.0%Sold out
Seven Eight Capital, LP0$00.00%−33,214−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−32,070−100.0%Sold out
Cutler Group LP0$00.00%−31,286−100.0%Sold out
Peconic Partners LLC0$00.00%−30,000−100.0%Sold out
Icapital Wealth LLC0$00.00%−25,874−100.0%Sold out
Engineers Gate Manager LP0$00.00%−23,651−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−23,391−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−18,790−100.0%Sold out
Duality Advisers, LP0$00.00%−18,613−100.0%Sold out
Public Sector Pension Investment Board0$00.00%−16,909−100.0%Sold out
Draper Asset Management, LLC0$00.00%−15,201−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−13,611−100.0%Sold out
Capital Advantage, Inc.0$00.00%−12,125−100.0%Sold out
Greenland Capital Management LP0$00.00%−11,775−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−10,197−100.0%Sold out
Virtu Financial LLC0$00.00%−9,342−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−8,914−100.0%Sold out
Van Eck Associates Corp0$00.00%−7,077−100.0%Sold out