Skip to main content

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.

Q2 2024 vs. Q1 2024

How the institutions holding Cloudflare, Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of NET: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders7097652−50
Shares249.9M1.25M255.0M+6.30M (+2.5%)
Value$24.2B$120.7M$21.1B−$2.93B (−12.2%)

7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (69)

Institutions that held Cloudflare, Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to NET in Q2 2024
InstitutionSharesValue% of portfolio
Hartline Investment Corp241,953$20.0M2.69%
Glynn Capital Management LLC202,407$16.8M3.38%
Liontrust Investment Partners LLP184,368$15.3M0.22%
Twin Tree Management, LP167,047$13.8M0.41%
Renaissance Technologies LLC90,100$7.46M0.01%
Susquehanna Fundamental Investments, LLC88,364$7.32M0.17%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)71,128$5.89M0.07%
Mirae Asset Global ETFs Holdings Ltd.61,240$5.01M0.01%
Picton Mahoney Asset Management42,275$3.50M0.15%
Walleye Trading LLC41,612$3.45M0.07%
Andra AP-fonden40,700$3.37M0.06%
PEAK6 Investments LLC35,526$2.94M0.14%
Consolidated Press International Holdings Ltd32,391$2.68M0.34%
TrueMark Investments, LLC26,167$2.17M0.74%
Prescott Group Capital Management, L.L.C.24,000$1.99M0.31%
Viking Fund Management LLC21,000$1.74M0.31%
Concentric Capital Strategies, LP20,945$1.73M0.11%
Numerai GP LLC19,380$1.61M0.58%
Knollwood Investment Advisory, LLC16,800$1.39M0.15%
Omers Administration Corp14,721$1.22M0.01%
Sanctuary Advisors, LLC10,298$906.3K0.01%
Brandywine Managers, LLC9,906$820.5K0.87%
AXA S.A.7,549$625.3K0.00%
Meridian Wealth Management, LLC7,299$604.6K0.07%
3Chopt Investment Partners, LLC6,490$537.6K0.16%
Driehaus Capital Management LLC6,302$522.0K0.01%
Keystone Investors Pte Ltd6,231$516.1K0.04%
Corebridge Financial, Inc.5,966$494.2K0.00%
Moloney Securities Asset Management, LLC5,362$444.1K0.06%
Cravens & Co Advisors, LLC5,240$434.0K0.32%
MYDA Advisors LLC5,000$414.1K0.13%
Davis Capital Management4,700$394.6K0.34%
Marex Group plc4,337$359.2K0.01%
RSM US Wealth Management LLC3,889$325.7K0.01%
Hennion & Walsh Asset Management, Inc.3,861$319.8K0.02%
Black Swift Group, LLC3,500$289.9K0.07%
J.W. Cole Advisors, Inc.3,290$272.5K0.01%
Gill Capital Partners, LLC2,672$221.3K0.09%
Main Street Financial Solutions, LLC2,569$212.8K0.02%
Nebula Research & Development LLC2,563$212.3K0.03%
Scotia Capital Inc.2,533$209.8K0.00%
Catalytic Wealth RIA, LLC2,451$203.0K0.04%
Palumbo Wealth Management LLC2,435$201.7K0.09%
Summit Trail Advisors, LLC2,431$201.4K0.01%
Focused Wealth Management, Inc1,513$125.3K0.02%
Northwest & Ethical Investments L.P.1,200$99.4K0.00%
Jones Financial Companies LLLP1,189$98.5K0.00%
Flputnam Investment Management Co1,100$91.1K0.00%
Lynx Investment Advisory900$74.5K0.06%
Redwood Wealth Management Group, LLC435$36.0K0.03%
Thurston, Springer, Miller, Herd & Titak, Inc.350$29.0K0.01%
Stonehage Fleming Financial Services Holdings Ltd301$24.9K0.00%
New Millennium Group LLC153$12.7K0.01%
Assetmark, Inc149$12.3K0.00%
McMahon Financial Advisors, LLC125$10.4K0.00%
West Paces Advisors Inc.125$10.4K0.00%
South State Corp.120$9.94K0.00%
CBIZ Investment Advisory Services, LLC73$6.05K0.00%
EdgeRock Capital LLC62$5.13K0.00%
Strategic Investment Solutions, Inc.50$3.88K0.00%
Pacific Capital Wealth Advisors, Inc43$3.56K0.00%
Brown, Lisle/Cummings, Inc.30$2.48K0.00%
Ashton Thomas Private Wealth, LLC30$2.48K0.00%
Cornerstone Planning Group LLC22$1.71K0.00%
FinTrust Capital Advisors, LLC20$1.66K0.00%
SRS Capital Advisors, Inc.18$1.49K0.00%
Triad Wealth Partners, LLC18$1.49K0.00%
Horrell Capital Management, Inc.9$1.00K0.00%
Harbor Investment Advisory, LLC1$830.00%

Sold out (119)

Institutions that held Cloudflare, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Showing the largest 100 of 119 by value.

Institutions that sold out of NET in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Qube Research & Technologies Ltd759,109$73.5M
Natixis292,619$28.3M
Trexquant Investment LP283,376$27.4M
Caisse de Depot Et Placement du Quebec186,470$18.1M
Soros Fund Management LLCSuperinvestorSoros Fund Management185,356$17.9M
Cubist Systematic Strategies, LLC170,471$16.5M
ExodusPoint Capital Management, LP87,689$8.49M
GAM Holding AG87,357$8.46M
Federated Hermes, Inc.81,141$7.86M
Wolverine Trading, LLC66,268$6.42M
Bayesian Capital Management, LP57,883$5.60M
Susquehanna International Group, LLP51,137$4.95M
Generate Investment Management Ltd48,435$4.69M
Vestor Capital, LLC47,058$4.56M
Cota Capital Management, LLC39,710$3.85M
CFM Wealth Partners LLC34,211$3.31M
Circle Wealth Management, LLC32,732$3.17M
Affinity Wealth Management LLC30,856$2.99M
Deane Retirement Strategies, Inc.28,529$2.77M
David J Yvars Group27,920$2.70M
Simplex Trading, LLC25,424$2.46M
Aragon Global Management, LP24,148$2.34M
Summit Partners Public Asset Management, LLC24,000$2.32M
Kingswood Wealth Advisors, LLC23,729$2.30M
Strategic Vision Investment Ltd21,920$2.12M
Jump Financial, LLC18,646$1.81M
Axq Capital, LP17,500$1.69M
Point72 (DIFC) Ltd16,886$1.64M
Ardsley Advisory Partners LP16,250$1.57M
L & S Advisors Inc14,347$1.39M
Blueshift Asset Management, LLC13,876$1.34M
BNP Paribas13,542$1.31M
Churchill Management Corp12,755$1.24M
Alight Capital Management LP12,500$1.21M
Thrivent Financial for Lutherans12,402$1.20M
Burr Financial Services, LLC16,014$1.19M
Centiva Capital, LP12,229$1.18M
Occudo Quantitative Strategies LP11,515$1.11M
Teza Capital Management LLC10,674$1.03M
Dymon Asia Capital (Singapore) Pte. Ltd.10,224$990.0K
Agf Management Ltd8,953$866.9K
PGGM Investments7,737$749.0K
STRS Ohio7,628$738.0K
Parkwood LLC7,602$736.0K
Quantbot Technologies LP7,525$728.6K
Gateway Advisory, LLC7,509$727.1K
Worm Capital, LLC7,312$708.0K
Csenge Advisory Group7,120$689.5K
Morgens Waterfall Vintiadis & Co Inc6,500$629.4K
Clarus Wealth Advisors6,485$615.0K
Zweig-DiMenna Associates LLC6,130$593.6K
Hillsdale Investment Management Inc.6,075$588.2K
Balentine LLC5,896$570.9K
Corton Capital Inc.5,887$570.0K
Calamos Advisors LLC5,437$526.5K
Hanseatic Management Services Inc5,342$517.3K
Diversified Trust Co5,337$516.8K
Hill Island Financial LLC4,906$475.0K
American International Group, Inc.4,904$474.9K
Chesapeake Capital Corp4,720$457.0K
Moran Wealth Management, LLC4,444$430.3K
Capstone Investment Advisors, LLC4,180$404.7K
Duality Advisers, LP4,136$400.5K
Capital Markets Trading UK LLP3,898$377.0K
Wedbush Securities Inc3,772$365.0K
Nwam LLC4,508$334.3K
NCP Inc.3,400$329.2K
Green Square Capital Advisors LLC3,252$314.9K
Aigen Investment Management, LP3,216$311.4K
Boston Private Wealth LLC3,123$302.4K
Symmetry Peak Management LLC3,000$290.5K
CTC LLC2,980$288.6K
Flagship Harbor Advisors, LLC2,910$281.8K
Gries Financial LLC2,847$275.7K
Worldquant Millennium Advisors LLC2,762$267.4K
O'Neil Global Advisors, Inc.2,758$267.0K
Cinctive Capital Management LP2,726$264.0K
Wetherby Asset Management Inc2,548$246.7K
Integrity Wealth Solutions LLC2,503$242.4K
International Assets Investment Management, LLC2,529$241.9K
Brookstone Capital Management2,468$238.9K
Prosperity Wealth Management, Inc.2,380$230.5K
Crossmark Global Holdings, Inc.2,327$225.0K
Patriot Financial Group Insurance Agency, LLC2,285$221.3K
Transcend Wealth Collective, LLC2,281$220.9K
Evoke Wealth, LLC2,216$214.6K
Bridgefront Capital, LLC2,173$210.4K
Paradigm Financial Partners, LLC2,158$209.0K
Keebeck Alpha, LP2,136$206.8K
Prelude Capital Management, LLC2,125$205.8K
180 Wealth Advisors, LLC2,112$204.5K
Calamos Wealth Management LLC2,105$203.8K
Connor, Clark & Lunn Investment Management Ltd.2,100$203.3K
Joule Financial, LLC2,090$202.4K
Gen-Wealth Partners Inc940$91.0K
Allianz SE880$85.2K
Capula Management Ltd825$79.9K
JTC Employer Solutions Trusteee Ltd600$58.0K
Point72 Hong Kong Ltd487$47.2K
University of Texas/Texas Am Investment Managment Co504$45.8K

Not filed for Q2 2024 yet (7)

Institutions that held Cloudflare, Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NET in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG1,039,634$100.7M
Degroof Petercam Asset Management117,461$11.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund70,828$6.86M
Codex Capital, L.L.C.12,600$1.22M
Oracle Alpha Inc.2,481$240.2K
Shell Asset Management Co2,188$181.0K
Cutler Group LP1,297$125.0K