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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, Q1 2024

Institutional positions in Cloudflare, Inc. as of Mar 31, 2024. 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
709
+39 vs. Q4 2023
Shares held
249.9M
+745.5K (+0.3%) vs. Q4 2023
Total value
$24.2B
+$3.43B (+16.6%) vs. Q4 2023
New holders
114
285 more added
Sold out
75
208 more reduced

8 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 709 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 heldQ1 2024: $29.6B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q4 2023.

Institutions holding NET in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Core Alternative Capital1$970.00%−66−98.5%Reduced
Studio Investment Management LLC1$970.00%+1New
Ronald Blue Trust, Inc.2$1940.00%−268−99.3%Reduced
Larson Financial Group LLC2$1940.00%00.0%Unchanged
True Wealth Design, LLC2$1940.00%+1+100.0%Added
Fernwood Investment Management, LLC2$1940.00%+2New
Abich Financial Wealth Management LLC3$2900.00%+3New
Abound Wealth Management3$2910.00%00.0%Unchanged
Sofos Investments, Inc.4$3590.00%+4New
Quest Partners LLC4$3870.00%−5,323−99.9%Reduced
Delta Asset Management LLC4$3870.00%+4New
Zions Bancorporation, N.A.5$4840.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC5$4840.00%+5New
Global Assets Advisory, LLC51,178$5350.02%+51,178New
Johnson Financial Group, Inc.6$5810.00%00.0%Unchanged
Gradient Investments LLC7$6780.00%−46−86.8%Reduced
DiNuzzo Private Wealth, Inc.7$6780.00%00.0%Unchanged
ORG Partners LLC10$9530.00%−650−98.5%Reduced
Berkshire Capital Holdings Inc10$9680.00%−159,740−100.0%Reduced
Raleigh Capital Management Inc.10$9680.00%00.0%Unchanged
Wolff Wiese Magana LLC10$9690.00%00.0%Unchanged
Winthrop Capital Management, LLC13$1.00K0.00%+5+62.5%Added
Financial Synergies Wealth Advisors, Inc.13$1.26K0.00%+13New
WR Wealth Planners, LLC14$1.36K0.00%+14New
Paloma Partners Management Co15$1.45K0.00%−3,686−99.6%Reduced
AdvisorNet Financial, Inc16$1.55K0.00%−6−27.3%Reduced
Albion Financial Group20$1.94K0.00%00.0%Unchanged
MV Capital Management, Inc.22$2.13K0.00%+17+340.0%Added
Raffa Wealth Management, LLC23$2.23K0.00%00.0%Unchanged
West Branch Capital LLC24$2.32K0.00%00.0%Unchanged
Mendota Financial Group, LLC25$2.42K0.00%00.0%Unchanged
Wiser Advisor Group LLC25$2.42K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC25$2.42K0.00%+3+13.6%Added
PayPay Securities Corp26$2.52K0.13%−7−21.2%Reduced
Tradewinds Capital Management, LLC30$2.90K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC35$2.91K0.00%00.0%Unchanged
Versant Capital Management, Inc35$3.39K0.00%00.0%Unchanged
Planning Capital Management Corp35$3.39K0.00%00.0%Unchanged
Smartleaf Asset Management LLC36$3.48K0.00%+11+44.0%Added
Vermillion & White Wealth Management Group, LLC36$3.49K0.00%00.0%Unchanged
Sachetta, LLC42$3.50K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC39$3.78K0.00%+39New
Providence Capital Advisors, LLC40$3.87K0.00%00.0%Unchanged
Tidemark, LLC40$3.87K0.00%00.0%Unchanged
Massmutual Trust Co FSB46$4.45K0.00%−494−91.5%Reduced
Cape Investment Advisory, Inc.50$4.84K0.00%−48−49.0%Reduced
Central Trust Co50$4.84K0.00%00.0%Unchanged
Pittenger & Anderson Inc50$4.84K0.00%00.0%Unchanged
Hoey Investments, Inc50$4.84K0.00%+50New
Sittner & Nelson, LLC51$4.94K0.00%00.0%Unchanged
Hall Laurie J Trustee50$5.00K0.00%00.0%Unchanged
Avion Wealth50$5.00K0.00%+5+11.1%Added
Carmichael Hill & Associates, Inc.53$5.13K0.00%00.0%Unchanged
HighMark Wealth Management LLC55$5.33K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC58$6.00K0.00%+5+9.4%Added
Central Bank & Trust Co65$6.29K0.00%00.0%Unchanged
Fortitude Family Office, LLC65$6.29K0.00%00.0%Unchanged
Hollencrest Capital Management71$6.88K0.00%00.0%Unchanged
Anfield Capital Management, LLC71$6.88K0.00%+71New
GPS Wealth Strategies Group, LLC72$6.97K0.00%00.0%Unchanged
Financial Management Professionals, Inc.77$7.00K0.00%00.0%Unchanged
Baldwin Brothers Inc75$7.26K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.75$7.26K0.00%00.0%Unchanged
JJJ Advisors Inc.76$7.36K0.00%−4−5.0%Reduced
JFS Wealth Advisors, LLC78$7.55K0.00%+21+36.8%Added
Clear Point Advisors Inc.98$9.49K0.01%+49+100.0%Added
Mather Group, LLC.115$9.57K0.00%+115New
Plante Moran Financial Advisors, LLC100$9.68K0.00%00.0%Unchanged
Center for Financial Planning, Inc.100$9.68K0.00%00.0%Unchanged
Addison Advisors LLC100$9.68K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc100$9.68K0.00%00.0%Unchanged
Meeder Asset Management Inc105$10.2K0.00%+105New
Park Place Capital Corp106$10.3K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc125$10.4K0.00%00.0%Unchanged
Rise Advisors, LLC108$10.5K0.01%00.0%Unchanged
Elequin Capital LP111$10.7K0.00%+111New
WealthCollab, LLC117$11.3K0.01%00.0%Unchanged
C M Bidwell & Associates Ltd121$11.7K0.01%00.0%Unchanged
Ancora Advisors, LLC121$11.7K0.00%00.0%Unchanged
Highline Wealth Partners LLC125$12.1K0.00%00.0%Unchanged
Dogwood Wealth Management LLC125$12.1K0.01%00.0%Unchanged
FIL Ltd130$12.6K0.00%+15+13.0%Added
Valley National Advisers Inc140$13.0K0.00%+15+12.0%Added
LifeSteps Financial, Inc.142$13.8K0.01%+142New
Fifth Third Bancorp143$13.8K0.00%+23+19.2%Added
Cohen & Steers, Inc.141$14.0K0.00%−33−19.0%Reduced
RFP Financial Group LLC147$14.2K0.01%+23+18.5%Added
Mark Sheptoff Financial Planning, LLC150$14.5K0.01%00.0%Unchanged
Bell Investment Advisors, Inc152$14.7K0.00%−12−7.3%Reduced
Fortis Group Advisors, LLC155$15.0K0.00%−1,355−89.7%Reduced
VitalStone Financial, LLC170$16.0K0.01%+170New
Venturi Wealth Management, LLC180$17.4K0.00%+148+462.5%Added
Quarry LP199$19.3K0.01%+108+118.7%Added
HM Payson & Co200$19.4K0.00%00.0%Unchanged
Bogart Wealth, LLC202$19.6K0.00%−455−69.3%Reduced
Parkside Financial Bank & Trust214$20.7K0.00%+167+355.3%Added
Aspire Private Capital, LLC230$22.3K0.01%00.0%Unchanged
REAP Financial Group, LLC235$22.8K0.01%00.0%Unchanged
Covestor Ltd243$24.0K0.02%+30+14.1%Added
Aspect Partners, LLC250$24.2K0.02%00.0%Unchanged