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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
Everhart Financial Group, Inc.2,923$283.0K0.08%+2,923New
Flagship Harbor Advisors, LLC2,910$281.8K0.02%+180+6.6%Added
Gries Financial LLC2,847$275.7K0.05%+2,847New
Moseley Investment Management Inc2,816$272.7K0.14%−100−3.4%Reduced
Apollon Wealth Management, LLC2,777$268.9K0.01%+10.0%Added
Worldquant Millennium Advisors LLC2,762$267.4K0.00%−9,455−77.4%Reduced
O'Neil Global Advisors, Inc.2,758$267.0K0.33%−74,502−96.4%Reduced
MBB Public Markets I LLC2,756$266.9K0.02%+2,756New
Cinctive Capital Management LP2,726$264.0K0.01%−4,119−60.2%Reduced
Forum Financial Management, LP2,661$257.7K0.00%+107+4.2%Added
Baxter Bros Inc2,650$256.6K0.03%00.0%Unchanged
Wedmont Private Capital2,631$255.2K0.02%+2,631New
Allworth Financial LP2,577$249.5K0.00%+193+8.1%Added
Rakuten Investment Management, Inc.2,563$248.2K0.00%+2,364+1,187.9%Added
National Asset Management, Inc.3,936$248.1K0.01%+828+26.6%Added
Wetherby Asset Management Inc2,548$246.7K0.01%+77+3.1%Added
Callan Capital, LLC2,526$244.6K0.02%+32+1.3%Added
Bokf, NA2,542$243.2K0.00%+13+0.5%Added
Camden Capital, LLC2,507$242.8K0.02%+7+0.3%Added
Integrity Wealth Solutions LLC2,503$242.4K0.16%00.0%Unchanged
International Assets Investment Management, LLC2,529$241.9K0.03%+2,529New
Personal Cfo Solutions, LLC2,484$240.5K0.04%+74+3.1%Added
Oracle Alpha Inc.2,481$240.2K0.43%+2,481New
Sequoia Financial Advisors, LLC2,468$239.0K0.00%+2,468New
Brookstone Capital Management2,468$238.9K0.00%−375−13.2%Reduced
Accel Wealth Management2,432$235.5K0.10%00.0%Unchanged
Cardiff Park Advisors, LLC2,421$234.4K0.02%+2,421New
Ballentine Partners, LLC2,407$233.1K0.00%−117−4.6%Reduced
Prosperity Wealth Management, Inc.2,380$230.5K0.11%+2,380New
Steward Partners Investment Advisory, LLC2,363$228.8K0.00%−243−9.3%Reduced
Liberty One Investment Management, LLC2,330$225.6K0.03%+2,119+1,004.3%Added
Crossmark Global Holdings, Inc.2,327$225.0K0.00%+2,327New
TD Waterhouse Canada Inc.2,380$222.9K0.00%−65−2.7%Reduced
Patriot Financial Group Insurance Agency, LLC2,285$221.3K0.04%+2,285New
Transcend Wealth Collective, LLC2,281$220.9K0.02%+2,281New
Harbour Investments, Inc.2,238$216.7K0.01%+573+34.4%Added
Evoke Wealth, LLC2,216$214.6K0.01%+2,216New
Meeder Advisory Services, Inc.2,189$212.0K0.02%+2,189New
Bridgefront Capital, LLC2,173$210.4K0.16%+2,173New
Paradigm Financial Partners, LLC2,158$209.0K0.04%+2,158New
Whittier Trust Co of Nevada Inc2,148$208.0K0.01%00.0%Unchanged
Keebeck Alpha, LP2,136$206.8K0.14%−624−22.6%Reduced
Prelude Capital Management, LLC2,125$205.8K0.01%−7,110−77.0%Reduced
Quent Capital, LLC2,122$205.5K0.02%+245+13.1%Added
180 Wealth Advisors, LLC2,112$204.5K0.04%+2,112New
Calamos Wealth Management LLC2,105$203.8K0.01%+2,105New
Connor, Clark & Lunn Investment Management Ltd.2,100$203.3K0.00%+2,100New
Joule Financial, LLC2,090$202.4K0.08%+2,090New
Whittier Trust Co1,901$184.1K0.00%+1,894+27,057.1%Added
Shell Asset Management Co2,188$181.0K0.01%−1,508−40.8%Reduced
Advisors Asset Management, Inc.1,761$170.5K0.00%+237+15.6%Added
Montag A & Associates Inc1,532$148.3K0.01%+120+8.5%Added
Sunbelt Securities, Inc.1,496$144.9K0.02%−250−14.3%Reduced
TFC Financial Management1,470$142.3K0.03%00.0%Unchanged
Ostrum Asset Management1,383$133.9K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)1,313$127.1K0.00%−513−28.1%Reduced
Cutler Group LP1,297$125.0K0.06%−3,315−71.9%Reduced
Parallel Advisors, LLC1,276$123.5K0.00%+301+30.9%Added
Edmond de Rothschild Holding S.A.1,275$123.5K0.00%−555−30.3%Reduced
SJS Investment Consulting Inc.1,262$122.2K0.02%+1,258+31,450.0%Added
TD Private Client Wealth LLC1,100$106.5K0.00%−21−1.9%Reduced
Ramirez Asset Management, Inc.1,100$106.5K0.02%+1,100New
City State Bank1,035$100.0K0.04%−175−14.5%Reduced
Global Retirement Partners, LLC1,023$99.1K0.00%+17+1.7%Added
CoreCap Advisors, LLC1,016$98.4K0.01%+1,016New
IFP Advisors, Inc1,002$97.0K0.00%+334+50.0%Added
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
Pacer Advisors, Inc.941$91.1K0.00%−200−17.5%Reduced
Gen-Wealth Partners Inc940$91.0K0.05%+940New
Allianz SE880$85.2K0.00%+880New
Credit Agricole S A958$83.1K0.00%+283+41.9%Added
Westpac Banking Corp845$81.8K0.01%00.0%Unchanged
Spire Wealth Management836$80.9K0.00%+692+480.6%Added
Capula Management Ltd825$79.9K0.00%+825New
Lindbrook Capital, LLC793$76.8K0.01%−155−16.4%Reduced
Manchester Capital Management LLC786$76.1K0.01%00.0%Unchanged
Financial Perspectives, Inc778$75.3K0.03%00.0%Unchanged
Crewe Advisors LLC756$73.2K0.01%+756New
Richard W. Paul & Associates, LLC721$69.8K0.03%00.0%Unchanged
GAMMA Investing LLC668$64.7K0.01%+171+34.4%Added
ICA Group Wealth Management, LLC651$63.0K0.01%+191+41.5%Added
Creative Financial Designs Inc650$62.9K0.01%00.0%Unchanged
Adalta Capital Management LLC615$59.5K0.03%−335−35.3%Reduced
Alta Advisers Ltd600$58.1K0.03%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd600$58.0K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt596$57.7K0.00%00.0%Unchanged
CSS LLC595$57.6K0.00%+595New
Global Financial Private Client, LLC584$55.9K0.02%+27+4.8%Added
Sandy Spring Bank564$54.6K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.556$54.0K0.00%−50−8.3%Reduced
Pingora Partners LLC500$48.4K0.04%00.0%Unchanged
Point72 Hong Kong Ltd487$47.2K0.00%−26,950−98.2%Reduced
Clearstead Advisors, LLC635$46.7K0.00%+350+122.8%Added
University of Texas/Texas Am Investment Managment Co504$45.8K0.01%+282+127.0%Added
First Horizon Advisors, Inc.461$44.6K0.00%−64−12.2%Reduced
Ofi Invest Asset Management454$40.7K0.00%+454New
Quadrant Capital Group LLC388$37.6K0.00%−192−33.1%Reduced
Glen Eagle Advisors, LLC385$37.3K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC412$36.0K0.00%+130+46.1%Added