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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, 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: $21.1B
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, 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
Nissay Asset Management Corp34,425$2.85M0.02%+1,166+3.5%Added
Executive Wealth Management, LLC34,207$2.83M0.52%+3,261+10.5%Added
MML Investors Services, LLC33,238$2.75M0.01%−10,775−24.5%Reduced
Raymond James & Associates33,129$2.74M0.00%−36,645−52.5%Reduced
Canada Pension Plan Investment Board32,983$2.73M0.00%+7,919+31.6%Added
AIA Group Ltd32,879$2.72M0.08%+9,527+40.8%Added
Blair William & Co32,865$2.72M0.01%+752+2.3%Added
SWS Partners32,737$2.71M0.81%+428+1.3%Added
Private Advisory Group LLC32,680$2.71M0.36%+5,137+18.7%Added
PDT Partners, LLC32,502$2.69M0.25%−10,698−24.8%Reduced
Consolidated Press International Holdings Ltd32,391$2.68M0.34%+32,391New
Allianz Asset Management GmbH31,598$2.62M0.00%+13,048+70.3%Added
Soltis Investment Advisors LLC31,336$2.60M0.27%−67−0.2%Reduced
Rafferty Asset Management, LLC30,776$2.55M0.01%−369−1.2%Reduced
Public Employees Retirement Association of Colorado30,755$2.55M0.01%−358−1.2%Reduced
Van Eck Associates Corp30,697$2.54M0.00%+23,521+327.8%Added
Banque Cantonale Vaudoise30,427$2.52M0.10%−1,600−5.0%Reduced
EFG Asset Management (North America) Corp.30,180$2.50M0.43%−4,508−13.0%Reduced
Aviva PLC29,689$2.46M0.01%+11,374+62.1%Added
Wealthfront Advisers LLC28,604$2.37M0.01%+4,870+20.5%Added
Toronto Dominion Bank28,562$2.37M0.00%−30−0.1%Reduced
Lountzis Asset Management, LLC28,523$2.36M1.10%−130.0%Reduced
Jasper Ridge Partners, L.P.27,835$2.31M0.07%00.0%Unchanged
EFG Asset Management (Americas) Corp.27,418$2.27M0.44%+8,495+44.9%Added
Elo Mutual Pension Insurance Co27,196$2.25M0.05%+136+0.5%Added
Brighton Jones LLC26,799$2.22M0.07%−31−0.1%Reduced
Creative Planning26,763$2.22M0.00%+2,255+9.2%Added
Sepio Capital, LP26,416$2.19M0.20%+325+1.2%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.26,393$2.19M0.01%+6,777+34.5%Added
TrueMark Investments, LLC26,167$2.17M0.74%+26,167New
Advisor Group Holdings, Inc.25,455$2.11M0.00%−8,150−24.3%Reduced
JustInvest LLC25,422$2.11M0.04%+1,330+5.5%Added
Intech Investment Management LLC25,369$2.10M0.03%−52,245−67.3%Reduced
Capital Group Investment Management Pte. Ltd.25,180$2.09M0.45%+2,391+10.5%Added
Dantai Capital Ltd24,980$2.07M2.33%00.0%Unchanged
Clear Harbor Asset Management, LLC24,567$2.03M0.18%+537+2.2%Added
Ethic Inc.24,433$2.02M0.05%+1,384+6.0%Added
Migdal Insurance & Financial Holdings Ltd.24,500$2.00M0.03%−95−0.4%Reduced
Macquarie Group Ltd24,100$2.00M0.00%−33,349−58.0%Reduced
Alps Advisors Inc24,015$1.99M0.01%+2,760+13.0%Added
Prescott Group Capital Management, L.L.C.24,000$1.99M0.31%+24,000New
Generali Investments Towarzystwo Funduszy Inwestycyjnych24,000$1.99M1.29%+5,000+26.3%Added
Gulf International Bank (UK) Ltd23,875$1.98M0.05%−3,982−14.3%Reduced
Truist Financial Corp23,775$1.97M0.00%−4,185−15.0%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd23,712$1.96M0.02%−33−0.1%Reduced
Robeco Schweiz AG23,700$1.96M0.04%00.0%Unchanged
Kestra Advisory Services, LLC23,456$1.94M0.01%+216+0.9%Added
Maryland State Retirement & Pension System23,063$1.91M0.04%00.0%Unchanged
Pathstone Holdings, LLC22,901$1.90M0.01%−1,016−4.2%Reduced
MBB Public Markets I LLC22,356$1.85M0.04%+19,600+711.2%Added
Susquehanna Portfolio Strategies, LLC22,267$1.84M0.08%00.0%Unchanged
Tiemann Investment Advisors, LLC22,141$1.83M0.82%00.0%Unchanged
CI Private Wealth, LLC21,936$1.82M0.00%−1,523−6.5%Reduced
Ci Investments Inc.21,776$1.80M0.01%+17,777+444.5%Added
Janus Henderson Group PLC21,656$1.79M0.00%−5,098−19.1%Reduced
D.A. Davidson & Co.21,019$1.74M0.02%−208−1.0%Reduced
Harbor Capital Advisors, Inc.21,005$1.74M0.13%+1,699+8.8%Added
Viking Fund Management LLC21,000$1.74M0.31%+21,000New
Concentric Capital Strategies, LP20,945$1.73M0.11%+20,945New
Kadensa Capital Ltd20,906$1.73M0.41%+10,563+102.1%Added
Janney Montgomery Scott LLC20,867$1.73M0.01%+7,067+51.2%Added
Wealth Enhancement Advisory Services, LLC20,716$1.72M0.00%−410−1.9%Reduced
Highland Capital Management, LLC20,709$1.72M0.10%−3,077−12.9%Reduced
Daiwa Securities Group Inc.20,452$1.69M0.01%+1,000+5.1%Added
Amalgamated Bank20,316$1.68M0.01%+714+3.6%Added
Verition Fund Management LLC20,159$1.67M0.01%+4,153+25.9%Added
Beacon Pointe Advisors, LLC19,969$1.65M0.02%+1,331+7.1%Added
Toroso Investments, LLC19,688$1.63M0.02%+6,336+47.5%Added
Numerai GP LLC19,380$1.61M0.58%+19,380New
MetLife Investment Management19,276$1.60M0.01%+1,394+7.8%Added
Castle Rock Wealth Management, LLC18,781$1.58M0.39%+991+5.6%Added
Private Advisor Group, LLC18,627$1.54M0.01%−35−0.2%Reduced
Pier 88 Investment Partners LLC18,560$1.54M0.34%+10,130+120.2%Added
Raymond James Financial Services Advisors, Inc.18,099$1.50M0.00%+4,625+34.3%Added
Vident Advisory, LLC18,014$1.49M0.04%−83,832−82.3%Reduced
Nwi Management LP18,000$1.49M0.19%00.0%Unchanged
SG Americas Securities, LLC17,841$1.48M0.01%−7,333−29.1%Reduced
Profund Advisors LLC17,440$1.44M0.05%−1,934−10.0%Reduced
Quantinno Capital Management LP17,319$1.43M0.03%+11,028+175.3%Added
Nisa Investment Advisors, LLC17,275$1.43M0.01%00.0%Unchanged
Knollwood Investment Advisory, LLC16,800$1.39M0.15%+16,800New
CenterBook Partners LP16,640$1.38M0.09%−11,358−40.6%Reduced
Bank Julius Baer & Co. Ltd, Zurich14,757$1.36M0.01%−26,215−64.0%Reduced
ARS Investment Partners, LLC16,396$1.36M0.13%−1,240−7.0%Reduced
CIBC World Markets Corp16,089$1.33M0.01%+3,964+32.7%Added
Global Wealth Management Investment Advisory, Inc.15,710$1.30M0.30%+1,395+9.7%Added
Cresset Asset Management, LLC15,621$1.29M0.01%−3,675−19.0%Reduced
Oppenheimer & Co Inc15,563$1.29M0.02%+4,121+36.0%Added
Lazard Asset Management LLC15,323$1.27M0.00%−2,250−12.8%Reduced
MBM Wealth Consultants, LLC15,331$1.27M0.43%+3,812+33.1%Added
Robeco Institutional Asset Management B.V.15,068$1.25M0.00%−55,702−78.7%Reduced
Two Sigma Securities, LLC14,830$1.23M0.06%−33,349−69.2%Reduced
Omers Administration Corp14,721$1.22M0.01%+14,721New
M&T Bank Corp14,721$1.22M0.00%−1,680−10.2%Reduced
Blue Barn Wealth, LLC14,437$1.20M0.67%+40.0%Added
Geneos Wealth Management Inc.14,409$1.19M0.05%+952+7.1%Added
Old Well Partners, LLC14,400$1.19M1.41%00.0%Unchanged
Avitas Wealth Management LLC13,730$1.14M0.17%−64−0.5%Reduced
Harvest Investment Services, LLC13,637$1.13M0.45%+5,315+63.9%Added
Farther Finance Advisors, LLC13,446$1.13M0.05%+3,035+29.2%Added