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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.

Q1 2024 vs. Q4 2023

How the institutions holding Cloudflare, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of NET: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders6788709+39
Shares249.2M14.1K249.9M+745.5K (+0.3%)
Value$20.7B$1.17M$24.2B+$3.43B (+16.6%)

8 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (114)

Institutions that held Cloudflare, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Showing the largest 100 of 114 by value.

Institutions new to NET in Q1 2024
InstitutionSharesValue% of portfolio
SpiderRock Advisors, LLC398,776$37.7M1.22%
Danske Bank A/S292,992$28.4M0.09%
Natixis292,619$28.3M0.16%
Quadrature Capital Ltd275,057$26.6M0.45%
Caisse de Depot Et Placement du Quebec186,470$18.1M0.04%
Soros Fund Management LLCSuperinvestorSoros Fund Management185,356$17.9M0.42%
Wellington Management Group LLP178,321$17.3M0.00%
Balyasny Asset Management LLC154,435$15.0M0.04%
Atika Capital Management LLC145,100$14.1M1.58%
Parallax Volatility Advisers, L.P.129,855$12.6M0.36%
Mn Services Vermogensbeheer B.V.119,700$11.6M0.08%
Resona Asset Management Co.,Ltd.102,755$9.95M0.06%
Holocene Advisors, LP90,482$8.76M0.03%
Davis-Rea Ltd.87,087$8.43M3.84%
Frontier Capital Management Co LLC66,595$6.45M0.06%
Bayesian Capital Management, LP57,883$5.60M0.54%
Seven Eight Capital, LP49,090$4.75M0.50%
Generate Investment Management Ltd48,435$4.69M0.37%
Vestor Capital, LLC47,058$4.56M0.38%
Optiver Holding B.V.42,335$4.10M0.17%
Andar Capital Management HK Ltd40,000$3.87M5.59%
Norden Group LLC38,990$3.78M0.77%
Nia Impact Advisors, LLC37,661$3.65M1.45%
Deane Retirement Strategies, Inc.28,529$2.77M1.40%
CenterBook Partners LP27,998$2.71M0.19%
David J Yvars Group27,920$2.70M1.82%
Schonfeld Strategic Advisors LLC26,825$2.60M0.02%
Simplex Trading, LLC25,424$2.46M0.07%
Canada Pension Plan Investment Board25,064$2.43M0.00%
Aragon Global Management, LP24,148$2.34M1.05%
Summit Partners Public Asset Management, LLC24,000$2.32M0.11%
Robeco Schweiz AG23,700$2.29M0.04%
Strategic Vision Investment Ltd21,920$2.12M1.53%
Fox Run Management, L.L.C.18,462$1.79M0.39%
Axq Capital, LP17,500$1.69M0.41%
Point72 (DIFC) Ltd16,886$1.64M0.13%
Ardsley Advisory Partners LP16,250$1.57M0.23%
BNP Paribas13,542$1.31M0.06%
Semanteon Capital Management, LP12,700$1.23M0.79%
Centiva Capital, LP12,229$1.18M0.07%
Occudo Quantitative Strategies LP11,515$1.11M0.20%
Kadensa Capital Ltd10,343$1.00M0.27%
Dymon Asia Capital (Singapore) Pte. Ltd.10,224$990.0K1.11%
Colony Group, LLC9,586$928.0K0.01%
PGGM Investments7,737$749.0K0.01%
Quantbot Technologies LP7,525$728.6K0.04%
a16z Perennial Management, L.P.7,440$720.4K0.07%
Worm Capital, LLC7,312$708.0K0.97%
Van Eck Associates Corp7,176$695.0K0.00%
Csenge Advisory Group7,120$689.5K0.04%
Meitav Dash Investments Ltd7,000$677.8K0.01%
Avantax Advisory Services, Inc.6,982$676.1K0.01%
Balentine LLC5,896$570.9K0.02%
Hanseatic Management Services Inc5,342$517.3K0.78%
Sanders Morris Harris LLC5,230$506.4K0.10%
Centaurus Financial, Inc.4,563$442.0K0.03%
Capstone Investment Advisors, LLC4,180$404.7K0.01%
Capital Markets Trading UK LLP3,898$377.0K0.27%
Wedbush Securities Inc3,772$365.0K0.01%
Independent Solutions Wealth Management, LLC3,702$358.5K0.09%
NCP Inc.3,400$329.2K0.23%
Simplicity Wealth,LLC3,259$315.6K0.01%
Green Square Capital Advisors LLC3,252$314.9K0.04%
Veriti Management LLC3,046$294.9K0.02%
West Tower Group, LLC3,019$292.3K0.88%
Stonegate Investment Group, LLC3,000$290.5K0.01%
Everhart Financial Group, Inc.2,923$283.0K0.08%
Gries Financial LLC2,847$275.7K0.05%
MBB Public Markets I LLC2,756$266.9K0.02%
Wedmont Private Capital2,631$255.2K0.02%
International Assets Investment Management, LLC2,529$241.9K0.03%
Oracle Alpha Inc.2,481$240.2K0.43%
Sequoia Financial Advisors, LLC2,468$239.0K0.00%
Cardiff Park Advisors, LLC2,421$234.4K0.02%
Prosperity Wealth Management, Inc.2,380$230.5K0.11%
Crossmark Global Holdings, Inc.2,327$225.0K0.00%
Patriot Financial Group Insurance Agency, LLC2,285$221.3K0.04%
Transcend Wealth Collective, LLC2,281$220.9K0.02%
Evoke Wealth, LLC2,216$214.6K0.01%
Meeder Advisory Services, Inc.2,189$212.0K0.02%
Bridgefront Capital, LLC2,173$210.4K0.16%
Paradigm Financial Partners, LLC2,158$209.0K0.04%
180 Wealth Advisors, LLC2,112$204.5K0.04%
Calamos Wealth Management LLC2,105$203.8K0.01%
Connor, Clark & Lunn Investment Management Ltd.2,100$203.3K0.00%
Joule Financial, LLC2,090$202.4K0.08%
Ramirez Asset Management, Inc.1,100$106.5K0.02%
CoreCap Advisors, LLC1,016$98.4K0.01%
Gen-Wealth Partners Inc940$91.0K0.05%
Allianz SE880$85.2K0.00%
Capula Management Ltd825$79.9K0.00%
Crewe Advisors LLC756$73.2K0.01%
CSS LLC595$57.6K0.00%
Ofi Invest Asset Management454$40.7K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC327$31.7K0.00%
Riverview Trust Co274$26.5K0.02%
Kelly Financial Services LLC250$24.2K0.01%
VitalStone Financial, LLC170$16.0K0.01%
LifeSteps Financial, Inc.142$13.8K0.01%
Elequin Capital LP111$10.7K0.00%

Sold out (75)

Institutions that held Cloudflare, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of NET in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Alfreton Capital LLP800,000$66.6M
Hartline Investment Corp244,634$20.4M
Miura Global Management, LLC165,000$13.7M
Tudor Investment Corp Et Al96,072$8.00M
Kessler Investment Group, LLC76,413$6.36M
Point72 Middle East FZE67,531$5.62M
APG Asset Management US Inc.55,131$4.59M
Moore Capital Management, LP45,674$3.80M
AE Wealth Management LLC46,244$3.71M
Wolverine Asset Management LLC39,404$3.28M
Andra AP-fonden37,400$3.11M
Cetera Advisor Networks LLC27,729$2.31M
Rational Advisors LLC23,500$1.96M
FORA Capital, LLC21,929$1.83M
Eagle Bay Advisors LLC21,005$1.75M
Lake Street Advisors Group, LLC20,712$1.72M
Granite Bay Wealth Management, LLC19,845$1.39M
Entropy Technologies, LP16,313$1.36M
Insight Holdings Group, LLC13,700$1.14M
Choate Investment Advisors12,908$1.07M
Jennison Associates LLC10,438$869.1K
UBS Oconnor LLC10,000$832.6K
Hel Ved Capital Management Ltd9,987$831.5K
Seaport Global Advisors, LLC9,924$826.3K
Cetera Advisors LLC9,840$819.3K
Meridian Wealth Management, LLC9,398$782.5K
Parsons Capital Management Inc8,642$719.5K
Integrated Advisors Network LLC6,853$570.6K
Pearl River Capital, LLC6,398$532.7K
True Vision MN LLC6,131$510.5K
Jefferies Financial Group Inc.5,631$468.8K
Black Swift Group, LLC5,000$416.3K
Winton Group Ltd4,844$403.3K
Asahi Life Asset Management Co., Ltd.4,420$368.0K
J.W. Cole Advisors, Inc.4,090$340.5K
Trellis Wealth Advisors LLC4,002$333.2K
Scotia Capital Inc.3,676$306.1K
Moloney Securities Asset Management, LLC3,612$300.7K
Oxbow Advisors, LLC3,490$290.6K
Angeles Investment Advisors, LLC3,388$282.1K
Gladstone Institutional Advisory LLC3,153$262.5K
Caption Management, LLC3,138$261.3K
Y-Intercept (Hong Kong) Ltd2,962$246.6K
Sand Hill Global Advisors, LLC2,941$244.9K
Vestmark Advisory Solutions, Inc.2,782$231.6K
NewEdge Wealth, LLC2,782$231.6K
Cipher Capital LP2,663$221.7K
Balboa Wealth Partners2,537$211.2K
Advisory Services Network, LLC2,189$182.3K
Rockbridge Investment Management, LCC1,854$154.4K
Headlands Technologies LLC1,001$83.3K
Focused Wealth Management, Inc863$71.9K
EntryPoint Capital, LLC733$61.0K
O'Dell Group, LLC614$51.1K
Stonehage Fleming Financial Services Holdings Ltd301$25.1K
Strengthening Families & Communities, LLC300$25.0K
Greenwood Gearhart Inc250$20.8K
LM Advisors LLC248$20.6K
EdgeRock Capital LLC236$19.5K
New Millennium Group LLC197$16.4K
Glassman Wealth Services173$14.4K
WFA Asset Management Corp120$9.99K
Global Trust Asset Management, LLC100$8.33K
Retirement Group, LLC100$8.33K
Psagot Value Holdings Ltd. / (Israel)91$8.00K
Loomis Sayles & Co L P87$7.00K
Salem Investment Counselors Inc50$4.16K
Laurel Wealth Advisors LLC40$3.33K
Turtle Creek Wealth Advisors, LLC33$2.75K
Delos Wealth Advisors, LLC20$1.67K
Arlington Trust Co LLC20$1.67K
NBC Securities, Inc.18$1.00K
Institutional & Family Asset Management, LLC10$833
Vima LLC6$499
Assetmark, Inc3$250

Not filed for Q1 2024 yet (8)

Institutions that held Cloudflare, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NET in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
AtonRa Partners5,832$485.6K
Sawtooth Solutions, LLC3,081$256.5K
Vahanian & Associates Financial Planning Inc.2,935$244.4K
Desjardins Global Asset Management Inc.2,157$179.6K
Strategic Investment Solutions, Inc.30$2.50K
Hobbs Group Advisors, LLC100$667
Coppell Advisory Solutions LLC8$666
Nalls Sherbakoff Group, LLC4$334