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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
Bokf, NA2,529$210.6K0.00%00.0%Unchanged
Ballentine Partners, LLC2,524$210.1K0.00%+2,524New
Aigen Investment Management, LP2,521$209.9K0.04%+2,521New
Integrity Wealth Solutions LLC2,503$208.4K0.14%+2,503New
Camden Capital, LLC2,500$208.2K0.02%+2,500New
Callan Capital, LLC2,494$207.7K0.02%+2,494New
Wetherby Asset Management Inc2,471$205.7K0.01%+2,471New
Accel Wealth Management2,432$202.5K0.10%+2,432New
Personal Cfo Solutions, LLC2,410$200.7K0.03%+2,410New
Allworth Financial LP2,384$198.5K0.00%+969+68.5%Added
TD Waterhouse Canada Inc.2,445$192.7K0.00%−513−17.3%Reduced
Advisory Services Network, LLC2,189$182.3K0.00%+2,189New
Desjardins Global Asset Management Inc.2,157$179.6K0.02%+29+1.4%Added
Whittier Trust Co of Nevada Inc2,148$178.8K0.01%−498−18.8%Reduced
UniSuper Management Pty Ltd2,100$174.8K0.00%+300+16.7%Added
Quent Capital, LLC1,877$156.3K0.02%+140+8.1%Added
Rockbridge Investment Management, LCC1,854$154.4K0.02%+1,854New
Edmond de Rothschild Holding S.A.1,830$152.4K0.00%−10,273−84.9%Reduced
Tower Research Capital LLC (TRC)1,826$152.0K0.00%−9,069−83.2%Reduced
Sunbelt Securities, Inc.1,746$145.4K0.02%−34−1.9%Reduced
Harbour Investments, Inc.1,665$138.6K0.01%+620+59.3%Added
Advisors Asset Management, Inc.1,524$126.9K0.00%+178+13.2%Added
Fortis Group Advisors, LLC1,510$125.7K0.03%+493+48.5%Added
TFC Financial Management1,470$122.4K0.02%+460+45.5%Added
Montag A & Associates Inc1,412$117.6K0.01%00.0%Unchanged
Ostrum Asset Management1,383$115.1K0.01%+6+0.4%Added
City State Bank1,210$101.0K0.05%−50−4.0%Reduced
Pacer Advisors, Inc.1,141$95.0K0.00%−585−33.9%Reduced
TD Private Client Wealth LLC1,121$93.3K0.00%+374+50.1%Added
Headlands Technologies LLC1,001$83.3K0.02%+1,001New
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
Parallel Advisors, LLC975$81.2K0.00%−5,324−84.5%Reduced
Adalta Capital Management LLC950$79.1K0.05%00.0%Unchanged
Lindbrook Capital, LLC948$78.9K0.01%+314+49.5%Added
Global Retirement Partners, LLC1,006$78.9K0.00%−519−34.0%Reduced
Focused Wealth Management, Inc863$71.9K0.01%−100−10.4%Reduced
Westpac Banking Corp845$70.4K0.01%+420+98.8%Added
Manchester Capital Management LLC786$65.4K0.01%+1+0.1%Added
Financial Perspectives, Inc778$64.8K0.03%00.0%Unchanged
EntryPoint Capital, LLC733$61.0K0.06%+733New
Richard W. Paul & Associates, LLC721$60.0K0.03%00.0%Unchanged
Credit Agricole S A675$56.2K0.00%−3,085−82.0%Reduced
IFP Advisors, Inc668$55.6K0.00%+290+76.7%Added
ORG Partners LLC660$55.0K0.01%+660New
Bogart Wealth, LLC657$54.7K0.00%00.0%Unchanged
Creative Financial Designs Inc650$54.1K0.01%00.0%Unchanged
O'Dell Group, LLC614$51.1K0.01%+614New
JTC Employer Solutions Trusteee Ltd600$51.0K0.00%00.0%Unchanged
First Manhattan Co610$50.8K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.606$50.0K0.00%+50+9.0%Added
Alta Advisers Ltd600$50.0K0.03%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt596$49.6K0.00%+296+98.7%Added
Quadrant Capital Group LLC580$48.3K0.00%+68+13.3%Added
Sandy Spring Bank564$47.0K0.00%+10+1.8%Added
Plato Investment Management Ltd562$46.8K0.06%+562New
Global Financial Private Client, LLC557$46.4K0.02%+557New
Massmutual Trust Co FSB540$45.0K0.00%+514+1,976.9%Added
First Horizon Advisors, Inc.525$43.7K0.00%−4−0.8%Reduced
Pingora Partners LLC500$41.6K0.04%+500New
GAMMA Investing LLC497$39.3K0.01%+497New
ICA Group Wealth Management, LLC460$38.3K0.01%+460New
Glen Eagle Advisors, LLC385$32.1K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.352$29.3K0.01%00.0%Unchanged
Game Plan Financial Advisors, LLC350$29.1K0.02%+350New
Stonehage Fleming Financial Services Holdings Ltd301$25.1K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC300$25.0K0.02%+300New
Clearstead Advisors, LLC285$23.7K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC282$23.5K0.00%+43+18.0%Added
CVA Family Office, LLC275$22.9K0.00%+275New
Greenwood Gearhart Inc250$20.8K0.00%+250New
Aspect Partners, LLC250$20.8K0.01%+250New
LM Advisors LLC248$20.6K0.00%+248New
REAP Financial Group, LLC235$19.6K0.01%+235New
EdgeRock Capital LLC236$19.5K0.01%+236New
Aspire Private Capital, LLC230$19.1K0.01%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co222$18.5K0.01%00.0%Unchanged
Covestor Ltd213$18.0K0.01%+6+2.9%Added
Liberty One Investment Management, LLC211$17.6K0.00%+68+47.6%Added
Ronald Blue Trust, Inc.270$17.0K0.00%+249+1,185.7%Added
Rakuten Investment Management, Inc.199$16.9K0.00%+199New
HM Payson & Co200$16.7K0.00%00.0%Unchanged
New Millennium Group LLC197$16.4K0.01%−22−10.0%Reduced
Glassman Wealth Services173$14.4K0.00%+65+60.2%Added
Cohen & Steers, Inc.174$14.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc164$13.7K0.00%+25+18.0%Added
Mark Sheptoff Financial Planning, LLC150$12.5K0.01%00.0%Unchanged
Spire Wealth Management144$11.7K0.00%+129+860.0%Added
Dogwood Wealth Management LLC125$10.4K0.01%+125New
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
RFP Financial Group LLC124$10.3K0.00%+124New
C M Bidwell & Associates Ltd121$10.1K0.01%00.0%Unchanged
Ancora Advisors, LLC121$10.1K0.00%00.0%Unchanged
Valley National Advisers Inc125$10.0K0.00%+95+316.7%Added
WFA Asset Management Corp120$9.99K0.01%00.0%Unchanged
Fifth Third Bancorp120$9.99K0.00%+108+900.0%Added
WealthCollab, LLC117$9.74K0.01%+117New
FIL Ltd115$9.57K0.00%+27+30.7%Added