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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
Kelly Financial Services LLC250$24.2K0.01%+250New
Huntington National Bank274$26.5K0.00%+215+364.4%Added
Riverview Trust Co274$26.5K0.02%+274New
Allspring Global Investments Holdings, LLC278$26.9K0.00%+238+595.0%Added
CVA Family Office, LLC280$27.1K0.00%+5+1.8%Added
First Manhattan Co305$29.5K0.00%−305−50.0%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC327$31.7K0.00%+327New
Game Plan Financial Advisors, LLC350$33.9K0.02%00.0%Unchanged
Riggs Asset Managment Co. Inc.352$34.1K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC412$36.0K0.00%+130+46.1%Added
Glen Eagle Advisors, LLC385$37.3K0.01%00.0%Unchanged
Quadrant Capital Group LLC388$37.6K0.00%−192−33.1%Reduced
Ofi Invest Asset Management454$40.7K0.00%+454New
First Horizon Advisors, Inc.461$44.6K0.00%−64−12.2%Reduced
University of Texas/Texas Am Investment Managment Co504$45.8K0.01%+282+127.0%Added
Clearstead Advisors, LLC635$46.7K0.00%+350+122.8%Added
Point72 Hong Kong Ltd487$47.2K0.00%−26,950−98.2%Reduced
Pingora Partners LLC500$48.4K0.04%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.556$54.0K0.00%−50−8.3%Reduced
Sandy Spring Bank564$54.6K0.00%00.0%Unchanged
Global Financial Private Client, LLC584$55.9K0.02%+27+4.8%Added
CSS LLC595$57.6K0.00%+595New
Livforsakringsbolaget Skandia, Omsesidigt596$57.7K0.00%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd600$58.0K0.00%00.0%Unchanged
Alta Advisers Ltd600$58.1K0.03%00.0%Unchanged
Adalta Capital Management LLC615$59.5K0.03%−335−35.3%Reduced
Creative Financial Designs Inc650$62.9K0.01%00.0%Unchanged
ICA Group Wealth Management, LLC651$63.0K0.01%+191+41.5%Added
GAMMA Investing LLC668$64.7K0.01%+171+34.4%Added
Richard W. Paul & Associates, LLC721$69.8K0.03%00.0%Unchanged
Crewe Advisors LLC756$73.2K0.01%+756New
Financial Perspectives, Inc778$75.3K0.03%00.0%Unchanged
Manchester Capital Management LLC786$76.1K0.01%00.0%Unchanged
Lindbrook Capital, LLC793$76.8K0.01%−155−16.4%Reduced
Capula Management Ltd825$79.9K0.00%+825New
Spire Wealth Management836$80.9K0.00%+692+480.6%Added
Westpac Banking Corp845$81.8K0.01%00.0%Unchanged
Credit Agricole S A958$83.1K0.00%+283+41.9%Added
Allianz SE880$85.2K0.00%+880New
Gen-Wealth Partners Inc940$91.0K0.05%+940New
Pacer Advisors, Inc.941$91.1K0.00%−200−17.5%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,000$96.8K0.00%00.0%Unchanged
Belmont Capital, LLC1,000$96.8K0.03%00.0%Unchanged
IFP Advisors, Inc1,002$97.0K0.00%+334+50.0%Added
CoreCap Advisors, LLC1,016$98.4K0.01%+1,016New
Global Retirement Partners, LLC1,023$99.1K0.00%+17+1.7%Added
City State Bank1,035$100.0K0.04%−175−14.5%Reduced
TD Private Client Wealth LLC1,100$106.5K0.00%−21−1.9%Reduced
Ramirez Asset Management, Inc.1,100$106.5K0.02%+1,100New
SJS Investment Consulting Inc.1,262$122.2K0.02%+1,258+31,450.0%Added
Edmond de Rothschild Holding S.A.1,275$123.5K0.00%−555−30.3%Reduced
Parallel Advisors, LLC1,276$123.5K0.00%+301+30.9%Added
Cutler Group LP1,297$125.0K0.06%−3,315−71.9%Reduced
Tower Research Capital LLC (TRC)1,313$127.1K0.00%−513−28.1%Reduced
Ostrum Asset Management1,383$133.9K0.01%00.0%Unchanged
TFC Financial Management1,470$142.3K0.03%00.0%Unchanged
Sunbelt Securities, Inc.1,496$144.9K0.02%−250−14.3%Reduced
Montag A & Associates Inc1,532$148.3K0.01%+120+8.5%Added
Advisors Asset Management, Inc.1,761$170.5K0.00%+237+15.6%Added
Shell Asset Management Co2,188$181.0K0.01%−1,508−40.8%Reduced
Whittier Trust Co1,901$184.1K0.00%+1,894+27,057.1%Added
Joule Financial, LLC2,090$202.4K0.08%+2,090New
Connor, Clark & Lunn Investment Management Ltd.2,100$203.3K0.00%+2,100New
Calamos Wealth Management LLC2,105$203.8K0.01%+2,105New
180 Wealth Advisors, LLC2,112$204.5K0.04%+2,112New
Quent Capital, LLC2,122$205.5K0.02%+245+13.1%Added
Prelude Capital Management, LLC2,125$205.8K0.01%−7,110−77.0%Reduced
Keebeck Alpha, LP2,136$206.8K0.14%−624−22.6%Reduced
Whittier Trust Co of Nevada Inc2,148$208.0K0.01%00.0%Unchanged
Paradigm Financial Partners, LLC2,158$209.0K0.04%+2,158New
Bridgefront Capital, LLC2,173$210.4K0.16%+2,173New
Meeder Advisory Services, Inc.2,189$212.0K0.02%+2,189New
Evoke Wealth, LLC2,216$214.6K0.01%+2,216New
Harbour Investments, Inc.2,238$216.7K0.01%+573+34.4%Added
Transcend Wealth Collective, LLC2,281$220.9K0.02%+2,281New
Patriot Financial Group Insurance Agency, LLC2,285$221.3K0.04%+2,285New
TD Waterhouse Canada Inc.2,380$222.9K0.00%−65−2.7%Reduced
Crossmark Global Holdings, Inc.2,327$225.0K0.00%+2,327New
Liberty One Investment Management, LLC2,330$225.6K0.03%+2,119+1,004.3%Added
Steward Partners Investment Advisory, LLC2,363$228.8K0.00%−243−9.3%Reduced
Prosperity Wealth Management, Inc.2,380$230.5K0.11%+2,380New
Ballentine Partners, LLC2,407$233.1K0.00%−117−4.6%Reduced
Cardiff Park Advisors, LLC2,421$234.4K0.02%+2,421New
Accel Wealth Management2,432$235.5K0.10%00.0%Unchanged
Brookstone Capital Management2,468$238.9K0.00%−375−13.2%Reduced
Sequoia Financial Advisors, LLC2,468$239.0K0.00%+2,468New
Oracle Alpha Inc.2,481$240.2K0.43%+2,481New
Personal Cfo Solutions, LLC2,484$240.5K0.04%+74+3.1%Added
International Assets Investment Management, LLC2,529$241.9K0.03%+2,529New
Integrity Wealth Solutions LLC2,503$242.4K0.16%00.0%Unchanged
Camden Capital, LLC2,507$242.8K0.02%+7+0.3%Added
Bokf, NA2,542$243.2K0.00%+13+0.5%Added
Callan Capital, LLC2,526$244.6K0.02%+32+1.3%Added
Wetherby Asset Management Inc2,548$246.7K0.01%+77+3.1%Added
National Asset Management, Inc.3,936$248.1K0.01%+828+26.6%Added
Rakuten Investment Management, Inc.2,563$248.2K0.00%+2,364+1,187.9%Added
Allworth Financial LP2,577$249.5K0.00%+193+8.1%Added
Wedmont Private Capital2,631$255.2K0.02%+2,631New
Baxter Bros Inc2,650$256.6K0.03%00.0%Unchanged
Forum Financial Management, LP2,661$257.7K0.00%+107+4.2%Added