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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, Q4 2023

Institutional positions in Cloudflare, Inc. as of Dec 31, 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
678
+114 vs. Q3 2023
Shares held
279.7M
+29.0M (+11.6%) vs. Q3 2023
Total value
$23.3B
+$7.48B (+47.4%) vs. Q3 2023
New holders
154
217 more added
Sold out
40
209 more reduced

9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 678 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 heldQ4 2023: $23.3B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q3 2023.

Institutions holding NET in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
True Wealth Design, LLC1$840.00%00.0%Unchanged
Larson Financial Group LLC2$1670.00%00.0%Unchanged
Abound Wealth Management3$2500.00%00.0%Unchanged
Assetmark, Inc3$2500.00%+3New
Nalls Sherbakoff Group, LLC4$3340.00%−3−42.9%Reduced
SJS Investment Consulting Inc.4$3340.00%00.0%Unchanged
Zions Bancorporation, N.A.5$4160.00%+5New
MV Capital Management, Inc.5$4170.00%+5New
Vima LLC6$4990.00%+6New
Johnson Financial Group, Inc.6$5000.00%+6New
Whittier Trust Co7$5820.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.7$5830.00%+7New
Coppell Advisory Solutions LLC8$6660.00%+8New
Winthrop Capital Management, LLC8$6660.00%+8New
Hobbs Group Advisors, LLC100$6670.00%+100New
Wolff Wiese Magana LLC10$8330.00%00.0%Unchanged
Institutional & Family Asset Management, LLC10$8330.00%00.0%Unchanged
Raleigh Capital Management Inc.10$8330.00%+10New
NBC Securities, Inc.18$1.00K0.00%00.0%Unchanged
Arlington Trust Co LLC20$1.67K0.00%+20New
Albion Financial Group20$1.67K0.00%−500−96.2%Reduced
Delos Wealth Advisors, LLC20$1.67K0.00%00.0%Unchanged
AdvisorNet Financial, Inc22$1.83K0.00%+5+29.4%Added
Iron Horse Wealth Management, LLC22$1.83K0.00%+17+340.0%Added
Raffa Wealth Management, LLC23$1.92K0.00%00.0%Unchanged
West Branch Capital LLC24$2.00K0.00%00.0%Unchanged
Mendota Financial Group, LLC25$2.08K0.00%+25New
Wiser Advisor Group LLC25$2.08K0.00%+25New
Smartleaf Asset Management LLC25$2.12K0.00%+25New
Tradewinds Capital Management, LLC30$2.50K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.30$2.50K0.00%+30New
Venturi Wealth Management, LLC32$2.67K0.00%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC33$2.75K0.00%+33New
PayPay Securities Corp33$2.80K0.14%+10+43.5%Added
Versant Capital Management, Inc35$2.91K0.00%+5+16.7%Added
Signature Resources Capital Management, LLC35$2.91K0.00%+35New
Planning Capital Management Corp35$2.92K0.00%+35New
Vermillion & White Wealth Management Group, LLC36$3.00K0.00%+36New
Providence Capital Advisors, LLC40$3.33K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC40$3.33K0.00%+4+11.1%Added
Tidemark, LLC40$3.33K0.00%+40New
Laurel Wealth Advisors LLC40$3.33K0.00%00.0%Unchanged
Sachetta, LLC42$3.50K0.00%+42New
Parkside Financial Bank & Trust47$3.91K0.00%−114−70.8%Reduced
Hall Laurie J Trustee50$4.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC53$4.00K0.00%00.0%Unchanged
Avion Wealth45$4.00K0.00%+10+28.6%Added
Clear Point Advisors Inc.49$4.08K0.00%+49New
Central Trust Co50$4.16K0.00%00.0%Unchanged
Salem Investment Counselors Inc50$4.16K0.00%00.0%Unchanged
Pittenger & Anderson Inc50$4.16K0.00%00.0%Unchanged
Sittner & Nelson, LLC51$4.25K0.00%00.0%Unchanged
Gradient Investments LLC53$4.41K0.00%−170−76.2%Reduced
Carmichael Hill & Associates, Inc.53$4.41K0.00%00.0%Unchanged
HighMark Wealth Management LLC55$4.58K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC57$4.75K0.00%+3+5.6%Added
Huntington National Bank59$4.91K0.00%−136−69.7%Reduced
Central Bank & Trust Co65$5.41K0.00%00.0%Unchanged
Fortitude Family Office, LLC65$5.41K0.00%+65New
Core Alternative Capital67$5.58K0.00%−17−20.2%Reduced
Hollencrest Capital Management71$5.91K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC72$6.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.77$6.00K0.00%00.0%Unchanged
Baldwin Brothers Inc75$6.25K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.75$6.25K0.00%00.0%Unchanged
JJJ Advisors Inc.80$6.66K0.00%+4+5.3%Added
Loomis Sayles & Co L P87$7.00K0.00%−40−31.5%Reduced
Quarry LP91$7.58K0.00%+91New
Psagot Value Holdings Ltd. / (Israel)91$8.00K0.00%+11+13.8%Added
Cape Investment Advisory, Inc.98$8.16K0.00%+48+96.0%Added
Plante Moran Financial Advisors, LLC100$8.33K0.00%00.0%Unchanged
Retirement Group, LLC100$8.33K0.00%00.0%Unchanged
Center for Financial Planning, Inc.100$8.33K0.00%00.0%Unchanged
Addison Advisors LLC100$8.33K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc100$8.33K0.00%00.0%Unchanged
Global Trust Asset Management, LLC100$8.33K0.00%+100New
Park Place Capital Corp106$8.83K0.00%00.0%Unchanged
Rise Advisors, LLC108$8.99K0.01%00.0%Unchanged
FIL Ltd115$9.57K0.00%+27+30.7%Added
WealthCollab, LLC117$9.74K0.01%+117New
Fifth Third Bancorp120$9.99K0.00%+108+900.0%Added
WFA Asset Management Corp120$9.99K0.01%00.0%Unchanged
Valley National Advisers Inc125$10.0K0.00%+95+316.7%Added
C M Bidwell & Associates Ltd121$10.1K0.01%00.0%Unchanged
Ancora Advisors, LLC121$10.1K0.00%00.0%Unchanged
RFP Financial Group LLC124$10.3K0.00%+124New
Hillsdale Investment Management Inc.125$10.4K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc125$10.4K0.00%00.0%Unchanged
Highline Wealth Partners LLC125$10.4K0.01%00.0%Unchanged
Dogwood Wealth Management LLC125$10.4K0.01%+125New
Spire Wealth Management144$11.7K0.00%+129+860.0%Added
Mark Sheptoff Financial Planning, LLC150$12.5K0.01%00.0%Unchanged
Bell Investment Advisors, Inc164$13.7K0.00%+25+18.0%Added
Cohen & Steers, Inc.174$14.0K0.00%00.0%Unchanged
Glassman Wealth Services173$14.4K0.00%+65+60.2%Added
New Millennium Group LLC197$16.4K0.01%−22−10.0%Reduced
HM Payson & Co200$16.7K0.00%00.0%Unchanged
Rakuten Investment Management, Inc.199$16.9K0.00%+199New
Ronald Blue Trust, Inc.270$17.0K0.00%+249+1,185.7%Added
Liberty One Investment Management, LLC211$17.6K0.00%+68+47.6%Added