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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.

Q4 2023 vs. Q3 2023

How the institutions holding Cloudflare, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of NET: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders5739678+114
Shares250.7M101.3K249.2M−1.44M (−0.6%)
Value$15.8B$6.39M$20.7B+$4.94B (+31.3%)

9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (154)

Institutions that held Cloudflare, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 154 by value.

Institutions new to NET in Q4 2023
InstitutionSharesValue% of portfolio
Marshall Wace, LLP520,015$43.3M0.08%
Qube Research & Technologies Ltd349,177$29.1M0.07%
Kames Capital plc327,780$27.3M0.43%
Capital Fund Management S.A.219,962$18.3M0.23%
Degroof Petercam Asset Management167,461$13.9M0.18%
Cubist Systematic Strategies, LLC163,384$13.6M0.17%
BCJ Capital Management, LLC78,467$6.53M0.57%
O'Neil Global Advisors, Inc.77,260$6.43M3.74%
Kessler Investment Group, LLC76,413$6.36M3.90%
Graham Capital Management, L.P.76,387$6.36M0.20%
Point72 Middle East FZE67,531$5.62M0.39%
APG Asset Management US Inc.55,131$4.59M0.03%
Moore Capital Management, LP45,674$3.80M0.09%
Susquehanna Portfolio Strategies, LLC40,891$3.40M0.06%
Alight Capital Management LP40,000$3.33M1.07%
Pathstone Holdings, LLC29,521$2.47M0.01%
Affinity Wealth Management LLC29,685$2.47M0.51%
Point72 Hong Kong Ltd27,437$2.28M0.14%
Strategic Planning Group, LLC26,958$2.24M0.74%
Dantai Capital Ltd24,980$2.08M2.63%
Rational Advisors LLC23,500$1.96M0.20%
FORA Capital, LLC21,929$1.83M0.16%
Employees Retirement System of Texas18,966$1.58M0.02%
Entropy Technologies, LP16,313$1.36M0.25%
Burr Financial Services, LLC15,409$1.17M0.89%
Insight Holdings Group, LLC13,700$1.14M0.03%
Churchill Management Corp13,690$1.14M0.02%
Engineers Gate Manager LP13,443$1.12M0.03%
Choate Investment Advisors12,908$1.07M0.03%
Federated Hermes, Inc.11,447$953.3K0.00%
Jennison Associates LLC10,438$869.1K0.00%
Foundations Investment Advisors, LLC10,912$868.5K0.02%
Calamos Advisors LLC10,312$858.6K0.00%
Group One Trading, L.P.10,190$848.4K0.03%
Morgens Waterfall Vintiadis & Co Inc10,000$832.6K0.64%
Symmetry Peak Management LLC10,000$832.6K3.23%
Seaport Global Advisors, LLC9,924$826.3K1.98%
Duality Advisers, LP9,852$820.3K0.09%
Prelude Capital Management, LLC9,235$768.9K0.07%
Teza Capital Management LLC8,811$733.6K0.12%
Freestone Capital Holdings, LLC7,890$656.9K0.03%
Cerity Partners LLC7,801$649.5K0.00%
CIBC World Markets Corp7,743$644.7K0.00%
Rakuten Securities, Inc.6,992$582.2K0.46%
Integrated Advisors Network LLC6,853$570.6K0.03%
Cinctive Capital Management LP6,845$569.9K0.04%
Investment Management Corp of Ontario6,494$540.7K0.01%
Pearl River Capital, LLC6,398$532.7K0.09%
Chesapeake Capital Corp6,350$528.7K0.39%
True Vision MN LLC6,131$510.5K0.41%
Quest Partners LLC5,327$443.5K0.09%
Clarus Wealth Advisors5,601$436.7K0.26%
Corton Capital Inc.5,125$426.7K0.14%
OV Management LLC5,122$426.5K0.35%
Black Swift Group, LLC5,000$416.3K0.12%
Atomi Financial Group, Inc.4,631$385.6K0.05%
Cutler Group LP4,612$383.0K0.05%
Asahi Life Asset Management Co., Ltd.4,420$368.0K0.20%
Mission Wealth Management, LP4,186$348.5K0.01%
Towarzystwo Funduszy Inwestycyjnych Pzu SA3,880$323.0K0.15%
United Capital Financial Advisers, LLC3,870$322.2K0.00%
National Philanthropic Trust3,755$312.6K0.01%
Paloma Partners Management Co3,701$308.1K0.05%
Scotia Capital Inc.3,676$306.1K0.00%
Principal Securities, Inc.3,617$301.2K0.01%
Prospera Financial Services Inc3,611$300.7K0.01%
Diversified Trust Co3,492$290.7K0.01%
Oxbow Advisors, LLC3,490$290.6K0.04%
XTX Topco Ltd3,407$283.7K0.06%
Prime Capital Investment Advisors, LLC3,209$267.2K0.00%
Gladstone Institutional Advisory LLC3,153$262.5K0.01%
Bleakley Financial Group, LLC3,151$262.4K0.01%
Caption Management, LLC3,138$261.3K0.03%
Meiji Yasuda Asset Management Co Ltd.3,100$258.1K0.01%
Powell Investment Advisors, LLC3,083$256.7K0.14%
Sawtooth Solutions, LLC3,081$256.5K0.01%
Cigna Investments Inc3,049$254.0K0.05%
Kovack Advisors, Inc.3,030$252.3K0.03%
Quantinno Capital Management LP3,024$252.0K0.01%
Farmers Trust Co3,000$249.8K0.05%
Moran Wealth Management, LLC2,998$249.6K0.01%
Sand Hill Global Advisors, LLC2,941$244.9K0.01%
Moseley Investment Management Inc2,916$242.8K0.13%
Peterson Wealth Services2,913$242.5K0.10%
Gerber Kawasaki Wealth & Investment Management2,844$236.8K0.01%
Brookstone Capital Management2,843$236.7K0.00%
Empowered Funds, LLC2,839$236.4K0.01%
Resources Investment Advisors, LLC.2,782$231.6K0.00%
Vestmark Advisory Solutions, Inc.2,782$231.6K0.01%
NewEdge Wealth, LLC2,782$231.6K0.01%
Apollon Wealth Management, LLC2,776$231.1K0.01%
Keebeck Alpha, LP2,760$229.8K0.18%
Flagship Harbor Advisors, LLC2,730$227.3K0.02%
Cipher Capital LP2,663$221.7K0.07%
Baxter Bros Inc2,650$220.6K0.03%
Assenagon Asset Management S.A.2,593$215.9K0.00%
Forum Financial Management, LP2,554$212.6K0.00%
Balboa Wealth Partners2,537$211.2K0.07%
Ballentine Partners, LLC2,524$210.1K0.00%
Aigen Investment Management, LP2,521$209.9K0.04%

Sold out (40)

Institutions that held Cloudflare, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of NET in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Woodline Partners LP344,626$21.7M
Twin Tree Management, LP207,285$13.1M
Atika Capital Management LLC164,500$10.4M
Parallax Volatility Advisers, L.P.154,476$9.74M
Holocene Advisors, LP135,644$8.55M
Stanley-Laman Group, Ltd.95,765$6.04M
D L Carlson Investment Group Inc53,931$3.40M
PEAK6 Investments LLC49,298$3.11M
Liontrust Investment Partners LLP25,000$1.58M
CenterBook Partners LP23,804$1.50M
Numerai GP LLC12,574$792.7K
Echo Street Capital Management LLC8,084$509.6K
Versor Investments LP6,276$395.6K
Centiva Capital, LP6,104$384.8K
SevenOneSeven Capital Management5,756$367.8K
Sanders Morris Harris LLC5,400$340.4K
Stratos Wealth Advisors, LLC4,768$300.6K
Fund Management at Engine No. 1 LLC4,183$263.7K
CenterStar Asset Management, LLC4,100$258.2K
Capula Management Ltd3,119$196.6K
Tobam1,619$102.0K
Optiver Holding B.V.1,605$101.2K
Flaharty Asset Management, LLC900$56.7K
BBJS Financial Advisors, LLC500$31.5K
Headinvest, LLC315$19.7K
Riverview Trust Co274$17.3K
Earnest Partners LLC180$11.3K
Activest Wealth Management134$8.43K
Impact Partnership Wealth, LLC120$7.57K
Authentikos Wealth Advisory, LLC81$5.11K
RE Dickinson Investment Advisors, LLC51$3.00K
Northwest Investment Counselors, LLC39$2.46K
Cullen/Frost Bankers, Inc.37$2.33K
Cary Street Partner Investment Advisory LLC30$1.89K
Baker Avenue Asset Management, LP22$1.37K
Maryland Capital Advisors Inc.20$1.26K
Concord Wealth Partners18$1.14K
Kelly Financial Services LLC16$1.01K
Financial Synergies Wealth Advisors, Inc.13$820
Crewe Advisors LLC2$127

Not filed for Q4 2023 yet (9)

Institutions that held Cloudflare, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NET in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Jacob Asset Management of New York LLC53,546$3.38M
Pathstone Family Office, LLC16,775$1.07M
Ropes Wealth Advisors LLC12,915$814.2K
V Wealth Advisors LLC9,700$611.5K
First Republic Investment Management, Inc.5,240$330.3K
Column Capital Advisors, LLC2,249$141.8K
Antonetti Capital Management LLC500$31.5K
KB Financial Partners, LLC315$20.0K
Steward Financial Group LLC12$0