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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
249.2M
−1.44M (−0.6%) vs. Q3 2023
Total value
$20.7B
+$4.94B (+31.3%) vs. Q3 2023
New holders
154
215 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
Farmers Trust Co3,000$249.8K0.05%+3,000New
Quantinno Capital Management LP3,024$252.0K0.01%+3,024New
Kovack Advisors, Inc.3,030$252.3K0.03%+3,030New
Cigna Investments Inc3,049$254.0K0.05%+3,049New
Sawtooth Solutions, LLC3,081$256.5K0.01%+3,081New
Powell Investment Advisors, LLC3,083$256.7K0.14%+3,083New
Meiji Yasuda Asset Management Co Ltd.3,100$258.1K0.01%+3,100New
National Asset Management, Inc.3,108$258.8K0.01%−828−21.0%Reduced
Caption Management, LLC3,138$261.3K0.03%+3,138New
Bleakley Financial Group, LLC3,151$262.4K0.01%+3,151New
Gladstone Institutional Advisory LLC3,153$262.5K0.01%+3,153New
Peapack Gladstone Financial Corp3,200$266.0K0.00%−12−0.4%Reduced
Boston Private Wealth LLC3,208$267.1K0.01%−1,328−29.3%Reduced
Prime Capital Investment Advisors, LLC3,209$267.2K0.00%+3,209New
Kestra Private Wealth Services, LLC3,278$272.9K0.01%−346−9.5%Reduced
Angeles Investment Advisors, LLC3,388$282.1K0.02%−22−0.6%Reduced
Yousif Capital Management, LLC3,399$283.0K0.00%+130+4.0%Added
XTX Topco Ltd3,407$283.7K0.06%+3,407New
Parkwood LLC3,423$285.0K0.05%−3,421−50.0%Reduced
Oxbow Advisors, LLC3,490$290.6K0.04%+3,490New
Diversified Trust Co3,492$290.7K0.01%+3,492New
Institute for Wealth Management, LLC.3,590$298.9K0.05%−89−2.4%Reduced
Prospera Financial Services Inc3,611$300.7K0.01%+3,611New
Moloney Securities Asset Management, LLC3,612$300.7K0.05%−1,200−24.9%Reduced
Wealthcare Advisory Partners LLC3,615$301.0K0.01%−99−2.7%Reduced
Harvest Fund Management Co., Ltd3,612$301.0K0.05%+2,729+309.1%Added
Principal Securities, Inc.3,617$301.2K0.01%+3,617New
Ellevest, Inc.3,666$305.2K0.02%−414−10.1%Reduced
ASB Consultores, LLC3,668$305.4K0.10%+278+8.2%Added
Stock Yards Bank & Trust Co3,669$305.5K0.01%−2,252−38.0%Reduced
Scotia Capital Inc.3,676$306.1K0.00%+3,676New
Metis Global Partners, LLC3,689$307.1K0.01%−706−16.1%Reduced
Shell Asset Management Co3,696$308.0K0.01%−1,040−22.0%Reduced
Paloma Partners Management Co3,701$308.1K0.05%+3,701New
National Philanthropic Trust3,755$312.6K0.01%+3,755New
United Capital Financial Advisers, LLC3,870$322.2K0.00%+3,870New
Towarzystwo Funduszy Inwestycyjnych Pzu SA3,880$323.0K0.15%+3,880New
Parnassus Investments3,919$326.3K0.00%+420+12.0%Added
Miracle Mile Advisors, LLC3,960$329.7K0.01%00.0%Unchanged
SlateStone Wealth, LLC3,987$332.0K0.04%−12,290−75.5%Reduced
Trellis Wealth Advisors LLC4,002$333.2K0.18%00.0%Unchanged
Ossiam4,047$337.0K0.01%00.0%Unchanged
J.W. Cole Advisors, Inc.4,090$340.5K0.02%+49+1.2%Added
Royal Fund Management, LLC4,100$341.4K0.04%−42,000−91.1%Reduced
National Bank of Canada4,347$344.9K0.00%+119+2.8%Added
Walleye Capital LLC4,146$345.2K0.00%−44,246−91.4%Reduced
Synergy Financial Group, LTD4,167$346.9K0.43%−24−0.6%Reduced
Mission Wealth Management, LP4,186$348.5K0.01%+4,186New
Daymark Wealth Partners, LLC4,278$356.2K0.02%+500+13.2%Added
Robeco Institutional Asset Management B.V.4,417$367.8K0.00%−3,617−45.0%Reduced
Asahi Life Asset Management Co., Ltd.4,420$368.0K0.20%+4,420New
Rathbone Brothers plc4,478$372.8K0.00%−354−7.3%Reduced
Cutler Group LP4,612$383.0K0.05%+4,612New
Gateway Advisory, LLC4,622$384.8K0.07%−192−4.0%Reduced
Atomi Financial Group, Inc.4,631$385.6K0.05%+4,631New
Peak Asset Management, LLC4,837$402.7K0.09%00.0%Unchanged
Winton Group Ltd4,844$403.3K0.03%+727+17.7%Added
Independence Bank of Kentucky4,870$405.5K0.14%+3,155+184.0%Added
CWM, LLC4,884$407.0K0.00%+260+5.6%Added
Toth Financial Advisory Corp4,900$408.0K0.06%+4,850+9,700.0%Added
Hill Island Financial LLC4,906$408.5K0.14%00.0%Unchanged
American International Group, Inc.4,919$409.6K0.00%−81−1.6%Reduced
Nwam LLC4,965$413.4K0.03%−360−6.8%Reduced
Black Swift Group, LLC5,000$416.3K0.12%+5,000New
Atria Wealth Solutions, Inc.5,013$417.4K0.01%−1,178−19.0%Reduced
Nicholas Investment Partners, LP5,063$421.5K0.05%+18+0.4%Added
Souders Financial Advisors5,094$424.1K0.07%+95+1.9%Added
Umb Bank N A5,101$424.7K0.01%−142−2.7%Reduced
OV Management LLC5,122$426.5K0.35%+5,122New
Gotham Asset Management, LLC5,124$426.6K0.01%−4,078−44.3%Reduced
Corton Capital Inc.5,125$426.7K0.14%+5,125New
Emerald Advisers, LLC5,145$428.4K0.02%−861−14.3%Reduced
Clarus Wealth Advisors5,601$436.7K0.26%+5,601New
CWM Advisors, LLC5,296$440.9K0.05%−446−7.8%Reduced
Quest Partners LLC5,327$443.5K0.09%+5,327New
Motley Fool Asset Management LLC5,442$453.1K0.03%−3,072−36.1%Reduced
Newbridge Financial Services Group, Inc.5,445$453.4K0.22%00.0%Unchanged
Ci Investments Inc.5,473$456.0K0.00%−1,648−23.1%Reduced
GWM Advisors LLC5,583$467.2K0.00%+4,990+841.5%Added
Jefferies Financial Group Inc.5,631$468.8K0.01%−6,395−53.2%Reduced
AQR Capital Management LLC5,709$475.3K0.00%−276−4.6%Reduced
AtonRa Partners5,832$485.6K0.97%−888−13.2%Reduced
Archer Investment Corp5,870$488.7K0.16%00.0%Unchanged
Vestcor Inc5,935$494.0K0.02%−56−0.9%Reduced
BI Asset Management Fondsmaeglerselskab A/S6,006$500.0K0.01%+1,737+40.7%Added
Change Path, LLC6,014$501.0K0.03%+1,119+22.9%Added
Zweig-DiMenna Associates LLC6,130$510.4K0.06%00.0%Unchanged
True Vision MN LLC6,131$510.5K0.41%+6,131New
SG Americas Securities, LLC6,255$521.0K0.01%−21,491−77.5%Reduced
B. Metzler seel. Sohn & Co. AG6,301$524.6K0.01%00.0%Unchanged
Chesapeake Capital Corp6,350$528.7K0.39%+6,350New
Integrated Wealth Concepts LLC6,368$530.2K0.01%−161−2.5%Reduced
Pearl River Capital, LLC6,398$532.7K0.09%+6,398New
Investment Management Corp of Ontario6,494$540.7K0.01%+6,494New
GraniteShares Advisors LLC6,608$550.2K0.50%−1,696−20.4%Reduced
RFG Advisory, LLC6,669$555.3K0.02%+712+12.0%Added
Joel Isaacson & Co., LLC6,766$563.3K0.03%00.0%Unchanged
Cinctive Capital Management LP6,845$569.9K0.04%+6,845New
Integrated Advisors Network LLC6,853$570.6K0.03%+6,853New
Rakuten Securities, Inc.6,992$582.2K0.46%+6,992New