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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, 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: $24.2B
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, 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
Cinctive Capital Management LP2,726$264.0K0.01%−4,119−60.2%Reduced
MBB Public Markets I LLC2,756$266.9K0.02%+2,756New
O'Neil Global Advisors, Inc.2,758$267.0K0.33%−74,502−96.4%Reduced
Worldquant Millennium Advisors LLC2,762$267.4K0.00%−9,455−77.4%Reduced
Apollon Wealth Management, LLC2,777$268.9K0.01%+10.0%Added
Moseley Investment Management Inc2,816$272.7K0.14%−100−3.4%Reduced
Gries Financial LLC2,847$275.7K0.05%+2,847New
Flagship Harbor Advisors, LLC2,910$281.8K0.02%+180+6.6%Added
Everhart Financial Group, Inc.2,923$283.0K0.08%+2,923New
CTC LLC2,980$288.6K0.00%−35,091−92.2%Reduced
Kestra Private Wealth Services, LLC2,980$288.6K0.01%−298−9.1%Reduced
Symmetry Peak Management LLC3,000$290.5K5.69%−7,000−70.0%Reduced
Farmers Trust Co3,000$290.5K0.06%00.0%Unchanged
Resources Investment Advisors, LLC.3,000$290.5K0.00%+218+7.8%Added
Stonegate Investment Group, LLC3,000$290.5K0.01%+3,000New
West Tower Group, LLC3,019$292.3K0.88%+3,019New
Ossiam3,039$294.3K0.01%−1,008−24.9%Reduced
Veriti Management LLC3,046$294.9K0.02%+3,046New
Powell Investment Advisors, LLC3,083$298.5K0.16%00.0%Unchanged
Boston Private Wealth LLC3,123$302.4K0.01%−85−2.6%Reduced
Cigna Investments Inc3,178$307.0K0.06%+129+4.2%Added
Aigen Investment Management, LP3,216$311.4K0.07%+695+27.6%Added
Kovack Advisors, Inc.3,240$313.7K0.04%+210+6.9%Added
Green Square Capital Advisors LLC3,252$314.9K0.04%+3,252New
Simplicity Wealth,LLC3,259$315.6K0.01%+3,259New
Bleakley Financial Group, LLC3,329$322.3K0.01%+178+5.6%Added
NCP Inc.3,400$329.2K0.23%+3,400New
Wealth Management Partners, LLC3,452$334.3K0.17%+483+16.3%Added
Nwam LLC4,508$334.3K0.03%−457−9.2%Reduced
Empowered Funds, LLC3,528$341.6K0.01%+689+24.3%Added
Harvest Fund Management Co., Ltd3,542$343.0K0.03%−70−1.9%Reduced
United Capital Financial Advisers, LLC3,564$345.1K0.00%−306−7.9%Reduced
Ellevest, Inc.3,584$347.0K0.02%−82−2.2%Reduced
Wealthcare Advisory Partners LLC3,620$350.5K0.01%+5+0.1%Added
Gerber Kawasaki Wealth & Investment Management3,624$350.9K0.02%+780+27.4%Added
Stock Yards Bank & Trust Co3,669$355.3K0.01%00.0%Unchanged
Metis Global Partners, LLC3,695$357.8K0.01%+6+0.2%Added
Independent Solutions Wealth Management, LLC3,702$358.5K0.09%+3,702New
Yousif Capital Management, LLC3,735$361.7K0.00%+336+9.9%Added
National Philanthropic Trust3,755$363.6K0.01%00.0%Unchanged
Wedbush Securities Inc3,772$365.0K0.01%+3,772New
Prospera Financial Services Inc3,798$367.8K0.01%+187+5.2%Added
Assenagon Asset Management S.A.3,874$375.1K0.00%+1,281+49.4%Added
Capital Markets Trading UK LLP3,898$377.0K0.27%+3,898New
Prime Capital Investment Advisors, LLC3,960$383.4K0.01%+751+23.4%Added
Miracle Mile Advisors, LLC3,989$386.3K0.01%+29+0.7%Added
Ci Investments Inc.3,999$387.0K0.00%−1,474−26.9%Reduced
Mission Wealth Management, LP4,049$392.1K0.01%−137−3.3%Reduced
Meiji Yasuda Asset Management Co Ltd.4,050$392.2K0.02%+950+30.6%Added
Peapack Gladstone Financial Corp4,130$400.0K0.01%+930+29.1%Added
Synergy Financial Group, LTD4,135$400.4K0.45%−32−0.8%Reduced
Duality Advisers, LP4,136$400.5K0.04%−5,716−58.0%Reduced
Capstone Investment Advisors, LLC4,180$404.7K0.01%+4,180New
SlateStone Wealth, LLC4,197$406.0K0.04%+210+5.3%Added
UniSuper Management Pty Ltd4,200$406.7K0.00%+2,100+100.0%Added
Principal Securities, Inc.4,225$409.1K0.01%+608+16.8%Added
Swiss Life Asset Management Ltd4,232$409.8K0.01%−9,470−69.1%Reduced
Moneta Group Investment Advisors LLC4,274$413.9K0.01%−3,011−41.3%Reduced
Daymark Wealth Partners, LLC4,278$414.2K0.02%00.0%Unchanged
Moran Wealth Management, LLC4,444$430.3K0.01%+1,446+48.2%Added
Atomi Financial Group, Inc.4,508$436.5K0.04%−123−2.7%Reduced
Rathbone Brothers plc4,536$439.2K0.00%+58+1.3%Added
CWM Advisors, LLC4,563$441.8K0.05%−733−13.8%Reduced
Centaurus Financial, Inc.4,563$442.0K0.03%+4,563New
CIBC Private Wealth Group, LLC4,765$455.8K0.00%−18,486−79.5%Reduced
Chesapeake Capital Corp4,720$457.0K0.34%−1,630−25.7%Reduced
National Bank of Canada6,391$459.5K0.00%+2,044+47.0%Added
Independence Bank of Kentucky4,770$461.9K0.14%−100−2.1%Reduced
Souders Financial Advisors4,840$468.7K0.07%−254−5.0%Reduced
Toth Financial Advisory Corp4,900$474.5K0.06%00.0%Unchanged
American International Group, Inc.4,904$474.9K0.00%−15−0.3%Reduced
Hill Island Financial LLC4,906$475.0K0.16%00.0%Unchanged
Umb Bank N A4,918$476.2K0.01%−183−3.6%Reduced
Institute for Wealth Management, LLC.4,924$476.8K0.06%+1,334+37.2%Added
Parnassus Investments4,925$476.9K0.00%+1,006+25.7%Added
Emerald Advisers, LLC5,061$490.1K0.02%−84−1.6%Reduced
Peak Asset Management, LLC5,087$492.6K0.10%+250+5.2%Added
CWM, LLC5,091$493.0K0.00%+207+4.2%Added
OV Management LLC5,122$496.0K0.36%00.0%Unchanged
Sanders Morris Harris LLC5,230$506.4K0.10%+5,230New
Motley Fool Asset Management LLC5,256$508.9K0.03%−186−3.4%Reduced
Diversified Trust Co5,337$516.8K0.02%+1,845+52.8%Added
Hanseatic Management Services Inc5,342$517.3K0.78%+5,342New
Newbridge Financial Services Group, Inc.5,385$521.4K0.23%−60−1.1%Reduced
Calamos Advisors LLC5,437$526.5K0.00%−4,875−47.3%Reduced
XTX Topco Ltd5,502$532.8K0.07%+2,095+61.5%Added
Plato Investment Management Ltd5,603$542.5K0.06%+5,041+897.0%Added
Prudential PLC5,612$543.4K0.00%−3,794−40.3%Reduced
Pitcairn Co5,640$546.1K0.04%−2,320−29.1%Reduced
GWM Advisors LLC5,720$553.9K0.00%+137+2.5%Added
Archer Investment Corp5,870$568.4K0.17%00.0%Unchanged
Vestcor Inc5,887$570.0K0.02%−48−0.8%Reduced
Corton Capital Inc.5,887$570.0K0.21%+762+14.9%Added
Balentine LLC5,896$570.9K0.02%+5,896New
Hillsdale Investment Management Inc.6,075$588.2K0.05%+5,950+4,760.0%Added
Zweig-DiMenna Associates LLC6,130$593.6K0.05%00.0%Unchanged
GraniteShares Advisors LLC6,170$597.4K0.32%−438−6.6%Reduced
Quantinno Capital Management LP6,291$609.0K0.01%+3,267+108.0%Added
Clarus Wealth Advisors6,485$615.0K0.35%+884+15.8%Added
Atria Wealth Solutions, Inc.6,454$624.9K0.01%+1,441+28.7%Added