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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
Csenge Advisory Group7,120$689.5K0.04%+7,120New
Meitav Dash Investments Ltd7,000$677.8K0.01%+7,000New
Avantax Advisory Services, Inc.6,982$676.1K0.01%+6,982New
Joel Isaacson & Co., LLC6,949$672.9K0.04%+183+2.7%Added
B. Metzler seel. Sohn & Co. AG6,908$668.9K0.01%+607+9.6%Added
ASB Consultores, LLC6,750$653.6K0.17%+3,082+84.0%Added
Change Path, LLC6,631$642.0K0.03%+617+10.3%Added
Proequities, Inc.6,528$632.1K0.04%−520−7.4%Reduced
Morgens Waterfall Vintiadis & Co Inc6,500$629.4K0.44%−3,500−35.0%Reduced
Atria Wealth Solutions, Inc.6,454$624.9K0.01%+1,441+28.7%Added
Clarus Wealth Advisors6,485$615.0K0.35%+884+15.8%Added
Quantinno Capital Management LP6,291$609.0K0.01%+3,267+108.0%Added
GraniteShares Advisors LLC6,170$597.4K0.32%−438−6.6%Reduced
Zweig-DiMenna Associates LLC6,130$593.6K0.05%00.0%Unchanged
Hillsdale Investment Management Inc.6,075$588.2K0.05%+5,950+4,760.0%Added
Balentine LLC5,896$570.9K0.02%+5,896New
Corton Capital Inc.5,887$570.0K0.21%+762+14.9%Added
Vestcor Inc5,887$570.0K0.02%−48−0.8%Reduced
Archer Investment Corp5,870$568.4K0.17%00.0%Unchanged
GWM Advisors LLC5,720$553.9K0.00%+137+2.5%Added
Pitcairn Co5,640$546.1K0.04%−2,320−29.1%Reduced
Prudential PLC5,612$543.4K0.00%−3,794−40.3%Reduced
Plato Investment Management Ltd5,603$542.5K0.06%+5,041+897.0%Added
XTX Topco Ltd5,502$532.8K0.07%+2,095+61.5%Added
Calamos Advisors LLC5,437$526.5K0.00%−4,875−47.3%Reduced
Newbridge Financial Services Group, Inc.5,385$521.4K0.23%−60−1.1%Reduced
Hanseatic Management Services Inc5,342$517.3K0.78%+5,342New
Diversified Trust Co5,337$516.8K0.02%+1,845+52.8%Added
Motley Fool Asset Management LLC5,256$508.9K0.03%−186−3.4%Reduced
Sanders Morris Harris LLC5,230$506.4K0.10%+5,230New
OV Management LLC5,122$496.0K0.36%00.0%Unchanged
CWM, LLC5,091$493.0K0.00%+207+4.2%Added
Peak Asset Management, LLC5,087$492.6K0.10%+250+5.2%Added
Emerald Advisers, LLC5,061$490.1K0.02%−84−1.6%Reduced
Parnassus Investments4,925$476.9K0.00%+1,006+25.7%Added
Institute for Wealth Management, LLC.4,924$476.8K0.06%+1,334+37.2%Added
Umb Bank N A4,918$476.2K0.01%−183−3.6%Reduced
Hill Island Financial LLC4,906$475.0K0.16%00.0%Unchanged
American International Group, Inc.4,904$474.9K0.00%−15−0.3%Reduced
Toth Financial Advisory Corp4,900$474.5K0.06%00.0%Unchanged
Souders Financial Advisors4,840$468.7K0.07%−254−5.0%Reduced
Independence Bank of Kentucky4,770$461.9K0.14%−100−2.1%Reduced
National Bank of Canada6,391$459.5K0.00%+2,044+47.0%Added
Chesapeake Capital Corp4,720$457.0K0.34%−1,630−25.7%Reduced
CIBC Private Wealth Group, LLC4,765$455.8K0.00%−18,486−79.5%Reduced
Centaurus Financial, Inc.4,563$442.0K0.03%+4,563New
CWM Advisors, LLC4,563$441.8K0.05%−733−13.8%Reduced
Rathbone Brothers plc4,536$439.2K0.00%+58+1.3%Added
Atomi Financial Group, Inc.4,508$436.5K0.04%−123−2.7%Reduced
Moran Wealth Management, LLC4,444$430.3K0.01%+1,446+48.2%Added
Daymark Wealth Partners, LLC4,278$414.2K0.02%00.0%Unchanged
Moneta Group Investment Advisors LLC4,274$413.9K0.01%−3,011−41.3%Reduced
Swiss Life Asset Management Ltd4,232$409.8K0.01%−9,470−69.1%Reduced
Principal Securities, Inc.4,225$409.1K0.01%+608+16.8%Added
UniSuper Management Pty Ltd4,200$406.7K0.00%+2,100+100.0%Added
SlateStone Wealth, LLC4,197$406.0K0.04%+210+5.3%Added
Capstone Investment Advisors, LLC4,180$404.7K0.01%+4,180New
Duality Advisers, LP4,136$400.5K0.04%−5,716−58.0%Reduced
Synergy Financial Group, LTD4,135$400.4K0.45%−32−0.8%Reduced
Peapack Gladstone Financial Corp4,130$400.0K0.01%+930+29.1%Added
Meiji Yasuda Asset Management Co Ltd.4,050$392.2K0.02%+950+30.6%Added
Mission Wealth Management, LP4,049$392.1K0.01%−137−3.3%Reduced
Ci Investments Inc.3,999$387.0K0.00%−1,474−26.9%Reduced
Miracle Mile Advisors, LLC3,989$386.3K0.01%+29+0.7%Added
Prime Capital Investment Advisors, LLC3,960$383.4K0.01%+751+23.4%Added
Capital Markets Trading UK LLP3,898$377.0K0.27%+3,898New
Assenagon Asset Management S.A.3,874$375.1K0.00%+1,281+49.4%Added
Prospera Financial Services Inc3,798$367.8K0.01%+187+5.2%Added
Wedbush Securities Inc3,772$365.0K0.01%+3,772New
National Philanthropic Trust3,755$363.6K0.01%00.0%Unchanged
Yousif Capital Management, LLC3,735$361.7K0.00%+336+9.9%Added
Independent Solutions Wealth Management, LLC3,702$358.5K0.09%+3,702New
Metis Global Partners, LLC3,695$357.8K0.01%+6+0.2%Added
Stock Yards Bank & Trust Co3,669$355.3K0.01%00.0%Unchanged
Gerber Kawasaki Wealth & Investment Management3,624$350.9K0.02%+780+27.4%Added
Wealthcare Advisory Partners LLC3,620$350.5K0.01%+5+0.1%Added
Ellevest, Inc.3,584$347.0K0.02%−82−2.2%Reduced
United Capital Financial Advisers, LLC3,564$345.1K0.00%−306−7.9%Reduced
Harvest Fund Management Co., Ltd3,542$343.0K0.03%−70−1.9%Reduced
Empowered Funds, LLC3,528$341.6K0.01%+689+24.3%Added
Nwam LLC4,508$334.3K0.03%−457−9.2%Reduced
Wealth Management Partners, LLC3,452$334.3K0.17%+483+16.3%Added
NCP Inc.3,400$329.2K0.23%+3,400New
Bleakley Financial Group, LLC3,329$322.3K0.01%+178+5.6%Added
Simplicity Wealth,LLC3,259$315.6K0.01%+3,259New
Green Square Capital Advisors LLC3,252$314.9K0.04%+3,252New
Kovack Advisors, Inc.3,240$313.7K0.04%+210+6.9%Added
Aigen Investment Management, LP3,216$311.4K0.07%+695+27.6%Added
Cigna Investments Inc3,178$307.0K0.06%+129+4.2%Added
Boston Private Wealth LLC3,123$302.4K0.01%−85−2.6%Reduced
Powell Investment Advisors, LLC3,083$298.5K0.16%00.0%Unchanged
Veriti Management LLC3,046$294.9K0.02%+3,046New
Ossiam3,039$294.3K0.01%−1,008−24.9%Reduced
West Tower Group, LLC3,019$292.3K0.88%+3,019New
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
CTC LLC2,980$288.6K0.00%−35,091−92.2%Reduced
Kestra Private Wealth Services, LLC2,980$288.6K0.01%−298−9.1%Reduced