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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
Covestor Ltd213$18.0K0.01%+6+2.9%Added
University of Texas/Texas Am Investment Managment Co222$18.5K0.00%00.0%Unchanged
Aspire Private Capital, LLC230$19.1K0.01%00.0%Unchanged
EdgeRock Capital LLC236$19.5K0.01%+236New
REAP Financial Group, LLC235$19.6K0.01%+235New
LM Advisors LLC248$20.6K0.00%+248New
Greenwood Gearhart Inc250$20.8K0.00%+250New
Aspect Partners, LLC250$20.8K0.01%+250New
CVA Family Office, LLC275$22.9K0.00%+275New
EverSource Wealth Advisors, LLC282$23.5K0.00%+43+18.0%Added
Clearstead Advisors, LLC285$23.7K0.00%−285−50.0%Reduced
Strengthening Families & Communities, LLC300$25.0K0.02%+300New
Game Plan Financial Advisors, LLC350$29.1K0.02%+350New
Riggs Asset Managment Co. Inc.352$29.3K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC385$32.1K0.01%00.0%Unchanged
ICA Group Wealth Management, LLC460$38.3K0.01%+460New
GAMMA Investing LLC497$39.3K0.01%+497New
Pingora Partners LLC500$41.6K0.04%+500New
First Horizon Advisors, Inc.525$43.7K0.00%−4−0.8%Reduced
Massmutual Trust Co FSB540$45.0K0.00%+514+1,976.9%Added
Global Financial Private Client, LLC557$46.4K0.02%+557New
Plato Investment Management Ltd562$46.8K0.06%+562New
Sandy Spring Bank564$47.0K0.00%+10+1.8%Added
Quadrant Capital Group LLC580$48.3K0.00%+68+13.3%Added
Livforsakringsbolaget Skandia, Omsesidigt596$49.6K0.00%+296+98.7%Added
Alta Advisers Ltd600$50.0K0.03%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.606$50.0K0.00%+50+9.0%Added
Stonehage Fleming Financial Services Holdings Ltd602$50.1K0.00%+301+100.0%Added
First Manhattan Co610$50.8K0.00%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd600$51.0K0.00%00.0%Unchanged
O'Dell Group, LLC614$51.1K0.01%+614New
Creative Financial Designs Inc650$54.1K0.01%00.0%Unchanged
Bogart Wealth, LLC657$54.7K0.00%00.0%Unchanged
ORG Partners LLC660$55.0K0.01%+660New
IFP Advisors, Inc668$55.6K0.00%+290+76.7%Added
Credit Agricole S A675$56.2K0.00%−3,085−82.0%Reduced
Richard W. Paul & Associates, LLC721$60.0K0.03%00.0%Unchanged
EntryPoint Capital, LLC733$61.0K0.06%+733New
Financial Perspectives, Inc778$64.8K0.03%00.0%Unchanged
Manchester Capital Management LLC786$65.4K0.01%+1+0.1%Added
Westpac Banking Corp845$70.4K0.01%+420+98.8%Added
Focused Wealth Management, Inc863$71.9K0.01%−100−10.4%Reduced
Global Retirement Partners, LLC1,006$78.9K0.00%−519−34.0%Reduced
Lindbrook Capital, LLC948$78.9K0.01%+314+49.5%Added
Adalta Capital Management LLC950$79.1K0.05%00.0%Unchanged
Parallel Advisors, LLC975$81.2K0.00%−5,324−84.5%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,000$83.3K0.00%00.0%Unchanged
Belmont Capital, LLC1,000$83.3K0.04%00.0%Unchanged
Headlands Technologies LLC1,001$83.3K0.02%+1,001New
TD Private Client Wealth LLC1,121$93.3K0.00%+374+50.1%Added
Pacer Advisors, Inc.1,141$95.0K0.00%−585−33.9%Reduced
City State Bank1,210$101.0K0.05%−50−4.0%Reduced
Ostrum Asset Management1,383$115.1K0.01%+6+0.4%Added
Montag A & Associates Inc1,412$117.6K0.01%00.0%Unchanged
TFC Financial Management1,470$122.4K0.02%+460+45.5%Added
Fortis Group Advisors, LLC1,510$125.7K0.03%+493+48.5%Added
Advisors Asset Management, Inc.1,524$126.9K0.00%+178+13.2%Added
Harbour Investments, Inc.1,665$138.6K0.01%+620+59.3%Added
Sunbelt Securities, Inc.1,746$145.4K0.02%−34−1.9%Reduced
Tower Research Capital LLC (TRC)1,826$152.0K0.00%−9,069−83.2%Reduced
Edmond de Rothschild Holding S.A.1,830$152.4K0.00%−10,273−84.9%Reduced
Rockbridge Investment Management, LCC1,854$154.4K0.02%+1,854New
Quent Capital, LLC1,877$156.3K0.02%+140+8.1%Added
UniSuper Management Pty Ltd2,100$174.8K0.00%+300+16.7%Added
Whittier Trust Co of Nevada Inc2,148$178.8K0.01%−498−18.8%Reduced
Desjardins Global Asset Management Inc.2,157$179.6K0.02%+29+1.4%Added
Advisory Services Network, LLC2,189$182.3K0.00%+2,189New
TD Waterhouse Canada Inc.2,445$192.7K0.00%−513−17.3%Reduced
Allworth Financial LP2,384$198.5K0.00%+969+68.5%Added
Personal Cfo Solutions, LLC2,410$200.7K0.03%+2,410New
Accel Wealth Management2,432$202.5K0.10%+2,432New
Wetherby Asset Management Inc2,471$205.7K0.01%+2,471New
Callan Capital, LLC2,494$207.7K0.02%+2,494New
Camden Capital, LLC2,500$208.2K0.02%+2,500New
Integrity Wealth Solutions LLC2,503$208.4K0.14%+2,503New
Aigen Investment Management, LP2,521$209.9K0.04%+2,521New
Ballentine Partners, LLC2,524$210.1K0.00%+2,524New
Bokf, NA2,529$210.6K0.00%00.0%Unchanged
Balboa Wealth Partners2,537$211.2K0.07%+2,537New
Forum Financial Management, LP2,554$212.6K0.00%+2,554New
Assenagon Asset Management S.A.2,593$215.9K0.00%+2,593New
Steward Partners Investment Advisory, LLC2,606$217.0K0.00%−336−11.4%Reduced
Baxter Bros Inc2,650$220.6K0.02%+2,650New
Cipher Capital LP2,663$221.7K0.07%+2,663New
Flagship Harbor Advisors, LLC2,730$227.3K0.02%+2,730New
Keebeck Alpha, LP2,760$229.8K0.18%+2,760New
Apollon Wealth Management, LLC2,776$231.1K0.01%+2,776New
Resources Investment Advisors, LLC.2,782$231.6K0.00%+2,782New
Vestmark Advisory Solutions, Inc.2,782$231.6K0.01%+2,782New
NewEdge Wealth, LLC2,782$231.6K0.01%+2,782New
Empowered Funds, LLC2,839$236.4K0.01%+2,839New
Brookstone Capital Management2,843$236.7K0.00%+2,843New
Gerber Kawasaki Wealth & Investment Management2,844$236.8K0.01%+2,844New
Peterson Wealth Services2,913$242.5K0.10%+2,913New
Moseley Investment Management Inc2,916$242.8K0.13%+2,916New
Vahanian & Associates Financial Planning Inc.2,935$244.4K0.97%−1,015−25.7%Reduced
Sand Hill Global Advisors, LLC2,941$244.9K0.01%+2,941New
Y-Intercept (Hong Kong) Ltd2,962$246.6K0.02%−6,790−69.6%Reduced
Wealth Management Partners, LLC2,969$247.2K0.14%−263−8.1%Reduced
Moran Wealth Management, LLC2,998$249.6K0.01%+2,998New