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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, 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: $20.7B
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, 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
Ci Investments Inc.5,473$456.0K0.00%−1,648−23.1%Reduced
Newbridge Financial Services Group, Inc.5,445$453.4K0.22%00.0%Unchanged
Motley Fool Asset Management LLC5,442$453.1K0.03%−3,072−36.1%Reduced
Quest Partners LLC5,327$443.5K0.09%+5,327New
CWM Advisors, LLC5,296$440.9K0.05%−446−7.8%Reduced
Clarus Wealth Advisors5,601$436.7K0.26%+5,601New
Emerald Advisers, LLC5,145$428.4K0.02%−861−14.3%Reduced
Corton Capital Inc.5,125$426.7K0.14%+5,125New
Gotham Asset Management, LLC5,124$426.6K0.01%−4,078−44.3%Reduced
OV Management LLC5,122$426.5K0.35%+5,122New
Umb Bank N A5,101$424.7K0.01%−142−2.7%Reduced
Souders Financial Advisors5,094$424.1K0.07%+95+1.9%Added
Nicholas Investment Partners, LP5,063$421.5K0.05%+18+0.4%Added
Atria Wealth Solutions, Inc.5,013$417.4K0.01%−1,178−19.0%Reduced
Black Swift Group, LLC5,000$416.3K0.12%+5,000New
Nwam LLC4,965$413.4K0.03%−360−6.8%Reduced
American International Group, Inc.4,919$409.6K0.00%−81−1.6%Reduced
Hill Island Financial LLC4,906$408.5K0.14%00.0%Unchanged
Toth Financial Advisory Corp4,900$408.0K0.06%+4,850+9,700.0%Added
CWM, LLC4,884$407.0K0.00%+260+5.6%Added
Independence Bank of Kentucky4,870$405.5K0.14%+3,155+184.0%Added
Winton Group Ltd4,844$403.3K0.03%+727+17.7%Added
Peak Asset Management, LLC4,837$402.7K0.09%00.0%Unchanged
Atomi Financial Group, Inc.4,631$385.6K0.05%+4,631New
Gateway Advisory, LLC4,622$384.8K0.07%−192−4.0%Reduced
Cutler Group LP4,612$383.0K0.05%+4,612New
Rathbone Brothers plc4,478$372.8K0.00%−354−7.3%Reduced
Asahi Life Asset Management Co., Ltd.4,420$368.0K0.20%+4,420New
Robeco Institutional Asset Management B.V.4,417$367.8K0.00%−3,617−45.0%Reduced
Daymark Wealth Partners, LLC4,278$356.2K0.02%+500+13.2%Added
Mission Wealth Management, LP4,186$348.5K0.01%+4,186New
Synergy Financial Group, LTD4,167$346.9K0.43%−24−0.6%Reduced
Walleye Capital LLC4,146$345.2K0.00%−44,246−91.4%Reduced
National Bank of Canada4,347$344.9K0.00%+119+2.8%Added
Royal Fund Management, LLC4,100$341.4K0.04%−42,000−91.1%Reduced
J.W. Cole Advisors, Inc.4,090$340.5K0.02%+49+1.2%Added
Ossiam4,047$337.0K0.01%00.0%Unchanged
Trellis Wealth Advisors LLC4,002$333.2K0.18%00.0%Unchanged
SlateStone Wealth, LLC3,987$332.0K0.04%−12,290−75.5%Reduced
Miracle Mile Advisors, LLC3,960$329.7K0.01%00.0%Unchanged
Parnassus Investments3,919$326.3K0.00%+420+12.0%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA3,880$323.0K0.15%+3,880New
United Capital Financial Advisers, LLC3,870$322.2K0.00%+3,870New
National Philanthropic Trust3,755$312.6K0.01%+3,755New
Paloma Partners Management Co3,701$308.1K0.05%+3,701New
Shell Asset Management Co3,696$308.0K0.01%−1,040−22.0%Reduced
Metis Global Partners, LLC3,689$307.1K0.01%−706−16.1%Reduced
Scotia Capital Inc.3,676$306.1K0.00%+3,676New
Stock Yards Bank & Trust Co3,669$305.5K0.01%−2,252−38.0%Reduced
ASB Consultores, LLC3,668$305.4K0.10%+278+8.2%Added
Ellevest, Inc.3,666$305.2K0.02%−414−10.1%Reduced
Principal Securities, Inc.3,617$301.2K0.01%+3,617New
Harvest Fund Management Co., Ltd3,612$301.0K0.05%+2,729+309.1%Added
Wealthcare Advisory Partners LLC3,615$301.0K0.01%−99−2.7%Reduced
Moloney Securities Asset Management, LLC3,612$300.7K0.05%−1,200−24.9%Reduced
Prospera Financial Services Inc3,611$300.7K0.01%+3,611New
Institute for Wealth Management, LLC.3,590$298.9K0.05%−89−2.4%Reduced
Diversified Trust Co3,492$290.7K0.01%+3,492New
Oxbow Advisors, LLC3,490$290.6K0.04%+3,490New
Parkwood LLC3,423$285.0K0.05%−3,421−50.0%Reduced
XTX Topco Ltd3,407$283.7K0.06%+3,407New
Yousif Capital Management, LLC3,399$283.0K0.00%+130+4.0%Added
Angeles Investment Advisors, LLC3,388$282.1K0.02%−22−0.6%Reduced
Kestra Private Wealth Services, LLC3,278$272.9K0.01%−346−9.5%Reduced
Prime Capital Investment Advisors, LLC3,209$267.2K0.00%+3,209New
Boston Private Wealth LLC3,208$267.1K0.01%−1,328−29.3%Reduced
Peapack Gladstone Financial Corp3,200$266.0K0.00%−12−0.4%Reduced
Gladstone Institutional Advisory LLC3,153$262.5K0.01%+3,153New
Bleakley Financial Group, LLC3,151$262.4K0.01%+3,151New
Caption Management, LLC3,138$261.3K0.03%+3,138New
National Asset Management, Inc.3,108$258.8K0.01%−828−21.0%Reduced
Meiji Yasuda Asset Management Co Ltd.3,100$258.1K0.01%+3,100New
Powell Investment Advisors, LLC3,083$256.7K0.14%+3,083New
Sawtooth Solutions, LLC3,081$256.5K0.01%+3,081New
Cigna Investments Inc3,049$254.0K0.05%+3,049New
Kovack Advisors, Inc.3,030$252.3K0.03%+3,030New
Quantinno Capital Management LP3,024$252.0K0.01%+3,024New
Farmers Trust Co3,000$249.8K0.05%+3,000New
Moran Wealth Management, LLC2,998$249.6K0.01%+2,998New
Wealth Management Partners, LLC2,969$247.2K0.14%−263−8.1%Reduced
Y-Intercept (Hong Kong) Ltd2,962$246.6K0.02%−6,790−69.6%Reduced
Sand Hill Global Advisors, LLC2,941$244.9K0.01%+2,941New
Vahanian & Associates Financial Planning Inc.2,935$244.4K0.97%−1,015−25.7%Reduced
Moseley Investment Management Inc2,916$242.8K0.13%+2,916New
Peterson Wealth Services2,913$242.5K0.10%+2,913New
Gerber Kawasaki Wealth & Investment Management2,844$236.8K0.01%+2,844New
Brookstone Capital Management2,843$236.7K0.00%+2,843New
Empowered Funds, LLC2,839$236.4K0.01%+2,839New
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
Apollon Wealth Management, LLC2,776$231.1K0.01%+2,776New
Keebeck Alpha, LP2,760$229.8K0.18%+2,760New
Flagship Harbor Advisors, LLC2,730$227.3K0.02%+2,730New
Cipher Capital LP2,663$221.7K0.07%+2,663New
Baxter Bros Inc2,650$220.6K0.03%+2,650New
Steward Partners Investment Advisory, LLC2,606$217.0K0.00%−336−11.4%Reduced
Assenagon Asset Management S.A.2,593$215.9K0.00%+2,593New
Forum Financial Management, LP2,554$212.6K0.00%+2,554New
Balboa Wealth Partners2,537$211.2K0.07%+2,537New