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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, Q2 2024

Institutional positions in Cloudflare, Inc. as of Jun 30, 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
652
−50 vs. Q1 2024
Shares held
255.0M
+6.30M (+2.5%) vs. Q1 2024
Total value
$21.1B
−$2.93B (−12.2%) vs. Q1 2024
New holders
69
269 more added
Sold out
119
214 more reduced

7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 652 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 heldQ2 2024: $21.2B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q1 2024.

Institutions holding NET in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Morgens Waterfall Vintiadis & Co Inc0$00.00%−6,500−100.0%Sold out
Clarus Wealth Advisors0$00.00%−6,485−100.0%Sold out
Zweig-DiMenna Associates LLC0$00.00%−6,130−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−6,075−100.0%Sold out
Balentine LLC0$00.00%−5,896−100.0%Sold out
Corton Capital Inc.0$00.00%−5,887−100.0%Sold out
Calamos Advisors LLC0$00.00%−5,437−100.0%Sold out
Hanseatic Management Services Inc0$00.00%−5,342−100.0%Sold out
Diversified Trust Co0$00.00%−5,337−100.0%Sold out
Hill Island Financial LLC0$00.00%−4,906−100.0%Sold out
American International Group, Inc.0$00.00%−4,904−100.0%Sold out
Chesapeake Capital Corp0$00.00%−4,720−100.0%Sold out
Moran Wealth Management, LLC0$00.00%−4,444−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−4,180−100.0%Sold out
Duality Advisers, LP0$00.00%−4,136−100.0%Sold out
Capital Markets Trading UK LLP0$00.00%−3,898−100.0%Sold out
Wedbush Securities Inc0$00.00%−3,772−100.0%Sold out
Nwam LLC0$00.00%−4,508−100.0%Sold out
NCP Inc.0$00.00%−3,400−100.0%Sold out
Green Square Capital Advisors LLC0$00.00%−3,252−100.0%Sold out
Aigen Investment Management, LP0$00.00%−3,216−100.0%Sold out
Boston Private Wealth LLC0$00.00%−3,123−100.0%Sold out
Symmetry Peak Management LLC0$00.00%−3,000−100.0%Sold out
CTC LLC0$00.00%−2,980−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−2,910−100.0%Sold out
Gries Financial LLC0$00.00%−2,847−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−2,762−100.0%Sold out
O'Neil Global Advisors, Inc.0$00.00%−2,758−100.0%Sold out
Cinctive Capital Management LP0$00.00%−2,726−100.0%Sold out
Wetherby Asset Management Inc0$00.00%−2,548−100.0%Sold out
Integrity Wealth Solutions LLC0$00.00%−2,503−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−2,529−100.0%Sold out
Brookstone Capital Management0$00.00%−2,468−100.0%Sold out
Prosperity Wealth Management, Inc.0$00.00%−2,380−100.0%Sold out
Crossmark Global Holdings, Inc.0$00.00%−2,327−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−2,285−100.0%Sold out
Transcend Wealth Collective, LLC0$00.00%−2,281−100.0%Sold out
Evoke Wealth, LLC0$00.00%−2,216−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−2,173−100.0%Sold out
Paradigm Financial Partners, LLC0$00.00%−2,158−100.0%Sold out
Keebeck Alpha, LP0$00.00%−2,136−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−2,125−100.0%Sold out
180 Wealth Advisors, LLC0$00.00%−2,112−100.0%Sold out
Calamos Wealth Management LLC0$00.00%−2,105−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−2,100−100.0%Sold out
Joule Financial, LLC0$00.00%−2,090−100.0%Sold out
Gen-Wealth Partners Inc0$00.00%−940−100.0%Sold out
Allianz SE0$00.00%−880−100.0%Sold out
Capula Management Ltd0$00.00%−825−100.0%Sold out
JTC Employer Solutions Trusteee Ltd0$00.00%−600−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−487−100.0%Sold out
University of Texas/Texas Am Investment Managment Co0$00.00%−504−100.0%Sold out
First Manhattan Co0$00.00%−305−100.0%Sold out
VitalStone Financial, LLC0$00.00%−170−100.0%Sold out
LifeSteps Financial, Inc.0$00.00%−142−100.0%Sold out
Elequin Capital LP0$00.00%−111−100.0%Sold out
Anfield Capital Management, LLC0$00.00%−71−100.0%Sold out
Hoey Investments, Inc0$00.00%−50−100.0%Sold out
Tidemark, LLC0$00.00%−40−100.0%Sold out
Northwest Investment Counselors, LLC0$00.00%−39−100.0%Sold out
Iron Horse Wealth Management, LLC0$00.00%−25−100.0%Sold out
Albion Financial Group0$00.00%−20−100.0%Sold out
Paloma Partners Management Co0$00.00%−15−100.0%Sold out
Financial Synergies Wealth Advisors, Inc.0$00.00%−13−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−6−100.0%Sold out
Global Assets Advisory, LLC0$00.00%−51,178−100.0%Sold out
Quest Partners LLC0$00.00%−4−100.0%Sold out
Sofos Investments, Inc.0$00.00%−4−100.0%Sold out
Abound Wealth Management0$00.00%−3−100.0%Sold out
Fernwood Investment Management, LLC0$00.00%−2−100.0%Sold out
Studio Investment Management LLC0$00.00%−1−100.0%Sold out
Credit Suisse AG––––Not filed
Degroof Petercam Asset Management––––Not filed
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund––––Not filed
Codex Capital, L.L.C.––––Not filed
Oracle Alpha Inc.––––Not filed
Shell Asset Management Co––––Not filed
Cutler Group LP––––Not filed