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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
Manufacturers Life Insurance Company, The13,574$1.12M0.00%−980−6.7%Reduced
Vinva Investment Management Ltd13,374$1.09M0.06%−15,138−53.1%Reduced
Northwestern Mutual Wealth Management Co13,170$1.09M0.00%−371−2.7%Reduced
Mirae Asset Global Investments Co., Ltd.13,336$1.09M0.01%−31,849−70.5%Reduced
Fox Run Management, L.L.C.13,130$1.09M0.20%−5,332−28.9%Reduced
Lido Advisors, LLC12,993$1.08M0.01%+1,154+9.7%Added
AustralianSuper Pty Ltd12,846$1.06M0.01%00.0%Unchanged
Park Avenue Securities LLC12,798$1.06M0.01%−5,546−30.2%Reduced
Advisory Resource Group12,416$1.03M0.23%+4,536+57.6%Added
Householder Group Estate & Retirement Specialist, LLC12,314$1.02M0.29%−204−1.6%Reduced
Afg Fiduciary Services Limited Partnership12,873$1.01M0.71%+1,925+17.6%Added
Western Financial Corp12,140$1.01M0.61%+1,416+13.2%Added
XTX Topco Ltd11,787$976.3K0.08%+6,285+114.2%Added
Graham Capital Management, L.P.11,635$963.7K0.03%−92,587−88.8%Reduced
Comerica Bank11,600$960.9K0.00%−16,956−59.4%Reduced
Jackson Square Capital, LLC11,516$953.9K0.23%−1,424−11.0%Reduced
Green Alpha Advisors, LLC11,383$942.9K0.76%−616−5.1%Reduced
Optiver Holding B.V.11,374$942.1K0.02%−30,961−73.1%Reduced
Dai-Ichi Life Insurance Company, Ltd11,357$940.7K0.02%00.0%Unchanged
Sanctuary Advisors, LLC10,298$906.3K0.01%+10,298New
O'Shaughnessy Asset Management, LLC10,676$884.3K0.01%+69+0.7%Added
Neuberger Berman Group LLC10,533$872.5K0.00%+1,246+13.4%Added
Commerce Bank10,470$867.2K0.01%−71−0.7%Reduced
Grandview Asset Management LLC10,353$858.0K0.50%−252−2.4%Reduced
Mackenzie Financial Corp10,315$854.4K0.00%−12,592−55.0%Reduced
Ieq Capital, LLC10,139$839.8K0.01%−513−4.8%Reduced
CIBC Asset Management Inc10,084$835.3K0.00%+847+9.2%Added
Malaga Cove Capital, LLC10,058$833.1K0.34%−24−0.2%Reduced
Steel Peak Wealth Management LLC10,039$831.5K0.04%+39+0.4%Added
Tokio Marine Asset Management Co Ltd9,938$823.2K0.04%+1,052+11.8%Added
Prudential Financial Inc9,924$822.0K0.00%−3,722−27.3%Reduced
Brandywine Managers, LLC9,906$820.5K0.87%+9,906New
Signaturefd, LLC9,813$812.8K0.02%−39−0.4%Reduced
Barings LLC9,657$799.9K0.02%−3,321−25.6%Reduced
Colony Group, LLC9,610$796.0K0.00%+24+0.3%Added
Nicholas Investment Partners, LP9,138$756.9K0.08%−185−2.0%Reduced
Financial Advisory Service, Inc.8,860$733.9K0.06%−53−0.6%Reduced
Aspiriant, LLC8,837$732.0K0.03%−5,629−38.9%Reduced
Leonteq Securities AG8,809$729.6K0.10%−1,555−15.0%Reduced
Guggenheim Capital LLC8,759$725.5K0.01%−1,245−12.4%Reduced
GraniteShares Advisors LLC8,735$723.5K0.24%+2,565+41.6%Added
Perigon Wealth Management, LLC8,701$720.7K0.02%−6,194−41.6%Reduced
RFG Advisory, LLC8,672$718.3K0.02%+1,366+18.7%Added
Acadian Asset Management LLC8,691$718.0K0.00%−3,706−29.9%Reduced
Peterson Wealth Services8,633$715.1K0.25%+1,405+19.4%Added
Engineers Gate Manager LP8,630$714.8K0.02%−60,159−87.5%Reduced
Seven Eight Capital, LP8,592$711.7K0.07%−40,498−82.5%Reduced
Plato Investment Management Ltd8,537$707.1K0.07%+2,934+52.4%Added
Atlas Brown,Inc.8,503$704.3K0.25%+20+0.2%Added
AQR Capital Management LLC8,481$702.5K0.00%−43,699−83.7%Reduced
Semanteon Capital Management, LP8,457$700.5K0.50%−4,243−33.4%Reduced
Independent Financial Group, LLC8,454$700.2K0.03%+267+3.3%Added
Institute for Wealth Management, LLC.8,422$697.6K0.09%+3,498+71.0%Added
Swedbank AB8,285$686.2K0.00%00.0%Unchanged
Achmea Investment Management B.V.8,279$686.0K0.01%−23,623−74.0%Reduced
Foundations Investment Advisors, LLC8,227$681.4K0.02%+322+4.1%Added
Tower Research Capital LLC (TRC)8,214$680.4K0.01%+6,901+525.6%Added
DC Investments Management, LLC8,118$672.4K0.57%00.0%Unchanged
Meitav Dash Investments Ltd8,100$670.9K0.01%+1,100+15.7%Added
Freestone Capital Holdings, LLC7,934$657.2K0.02%+48+0.6%Added
Texas Treasury Safekeeping Trust Co7,926$657.0K0.03%00.0%Unchanged
Sigma Planning Corp7,930$656.8K0.02%+32+0.4%Added
Envestnet Portfolio Solutions, Inc.7,680$636.1K0.00%−1,132−12.8%Reduced
Van Hulzen Asset Management, LLC7,655$634.0K0.04%−5,923−43.6%Reduced
AXA S.A.7,549$625.3K0.00%+7,549New
MAI Capital Management7,486$620.1K0.01%+9+0.1%Added
a16z Perennial Management, L.P.7,440$616.3K0.07%00.0%Unchanged
B. Metzler seel. Sohn & Co. AG7,311$605.6K0.01%+403+5.8%Added
Meridian Wealth Management, LLC7,299$604.6K0.07%+7,299New
LJI Wealth Management, LLC7,200$596.4K0.13%−2,650−26.9%Reduced
UniSuper Management Pty Ltd7,134$590.9K0.00%+2,934+69.9%Added
National Bank of Canada7,031$590.3K0.00%+640+10.0%Added
Stratos Wealth Partners, LTD.7,126$590.2K0.01%−1,289−15.3%Reduced
Parnassus Investments7,091$587.3K0.00%+2,166+44.0%Added
BI Asset Management Fondsmaeglerselskab A/S7,018$581.0K0.01%−3,223−31.5%Reduced
Newbridge Financial Services Group, Inc.7,009$580.6K0.22%+1,624+30.2%Added
Joel Isaacson & Co., LLC6,949$575.6K0.03%00.0%Unchanged
Peapack Gladstone Financial Corp6,930$574.0K0.01%+2,800+67.8%Added
Investment Management Corp of Ontario6,794$562.7K0.02%−454−6.3%Reduced
National Asset Management, Inc.6,600$546.7K0.01%+2,664+67.7%Added
3Chopt Investment Partners, LLC6,490$537.6K0.16%+6,490New
Swiss Life Asset Management Ltd6,427$532.3K0.01%+2,195+51.9%Added
Proequities, Inc.6,412$531.1K0.03%−116−1.8%Reduced
Prime Capital Investment Advisors, LLC6,370$527.6K0.01%+2,410+60.9%Added
Driehaus Capital Management LLC6,302$522.0K0.01%+6,302New
Keystone Investors Pte Ltd6,231$516.1K0.04%+6,231New
Atria Wealth Solutions, Inc.6,153$509.7K0.01%−301−4.7%Reduced
Change Path, LLC6,113$506.0K0.03%−518−7.8%Reduced
Corebridge Financial, Inc.5,966$494.2K0.00%+5,966New
Vestcor Inc5,887$488.0K0.02%00.0%Unchanged
Archer Investment Corp5,870$486.2K0.14%00.0%Unchanged
Bank of Nova Scotia5,866$485.8K0.00%−10,925−65.1%Reduced
Teacher Retirement System of Texas5,802$481.0K0.00%−1,727−22.9%Reduced
Pitcairn Co5,745$475.9K0.03%+105+1.9%Added
Captrust Financial Advisors5,721$473.9K0.00%−2,698−32.0%Reduced
Prudential PLC5,612$464.8K0.00%00.0%Unchanged
Firsthand Capital Management, Inc.30,000$463.8K1.04%+10,000+50.0%Added
Integrated Wealth Concepts LLC5,568$461.2K0.01%−2,375−29.9%Reduced
Panagora Asset Management Inc5,520$457.2K0.00%−5,313−49.0%Reduced
Moloney Securities Asset Management, LLC5,362$444.1K0.06%+5,362New