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 $75.0B in total; superinvestors ARK Invest and Soros Fund Management hold it.

13F holders, Q3 2024

Institutional positions in Cloudflare, Inc. as of Sep 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
680
+36 vs. Q2 2024
Shares held
256.1M
+19.4M (+8.2%) vs. Q2 2024
Total value
$20.7B
+$1.13B (+5.8%) vs. Q2 2024
New holders
87
247 more added
Sold out
51
227 more reduced

8 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 680 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 heldQ3 2024: $20.8B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q2 2024.

Institutions holding NET in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
GraniteShares Advisors LLC7,821$632.6K0.43%−914−10.5%Reduced
Optiver Holding B.V.7,834$633.7K0.02%−3,540−31.1%Reduced
Texas Treasury Safekeeping Trust Co7,926$641.0K0.02%00.0%Unchanged
Freestone Capital Holdings, LLC7,934$641.8K0.02%00.0%Unchanged
Guggenheim Capital LLC7,958$643.7K0.00%−801−9.1%Reduced
Comerica Bank8,092$654.6K0.00%−3,508−30.2%Reduced
DC Investments Management, LLC8,118$656.7K0.46%00.0%Unchanged
Moloney Securities Asset Management, LLC8,212$664.3K0.09%+2,850+53.2%Added
Keystone Wealth Services, LLC8,273$669.2K0.19%+8,273New
Achmea Investment Management B.V.8,279$670.0K0.01%00.0%Unchanged
National Bank of Canada8,292$670.7K0.00%+1,261+17.9%Added
Institute for Wealth Management, LLC.8,304$671.7K0.08%−118−1.4%Reduced
Stonegate Investment Group, LLC8,312$672.4K0.02%+3,312+66.2%Added
Centiva Capital, LP8,330$673.8K0.03%+8,330New
Atlas Brown,Inc.8,503$687.8K0.24%00.0%Unchanged
Driehaus Capital Management LLC8,522$689.3K0.01%+2,220+35.2%Added
Plato Investment Management Ltd8,537$689.9K0.06%00.0%Unchanged
Avantax Advisory Services, Inc.8,564$692.7K0.00%+3,898+83.5%Added
Wolverine Trading, LLC8,528$695.8K0.02%+8,528New
RFG Advisory, LLC8,834$714.6K0.02%+162+1.9%Added
Financial Advisory Service, Inc.8,860$716.7K0.06%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA8,875$717.9K0.26%−61,455−87.4%Reduced
XTX Topco Ltd9,029$730.4K0.05%−2,758−23.4%Reduced
AXA S.A.9,197$743.9K0.00%+1,648+21.8%Added
Atom Investors LP9,490$767.6K0.08%+9,490New
Barings LLC9,657$781.2K0.02%00.0%Unchanged
CWM, LLC9,690$784.0K0.00%+4,617+91.0%Added
Brandywine Managers, LLC9,906$801.3K0.86%00.0%Unchanged
Prudential Financial Inc9,915$802.0K0.00%−9−0.1%Reduced
Tokio Marine Asset Management Co Ltd9,938$803.9K0.04%00.0%Unchanged
Investment Management Corp of Ontario9,994$808.4K0.02%+3,200+47.1%Added
Firsthand Capital Management, Inc.10,000$808.9K1.60%−20,000−66.7%Reduced
Steel Peak Wealth Management LLC10,036$811.8K0.04%−30.0%Reduced
Malaga Cove Capital, LLC10,058$813.6K0.33%00.0%Unchanged
Signaturefd, LLC10,087$815.9K0.02%+274+2.8%Added
Grandview Asset Management LLC10,274$831.0K0.48%−79−0.8%Reduced
Omers Administration Corp10,321$834.9K0.01%−4,400−29.9%Reduced
Commerce Bank10,401$841.3K0.01%−69−0.7%Reduced
CIBC Asset Management Inc10,629$859.8K0.00%+545+5.4%Added
Park Avenue Securities LLC10,662$862.0K0.01%−2,136−16.7%Reduced
Neuberger Berman Group LLC10,750$869.6K0.00%+217+2.1%Added
Summit Trail Advisors, LLC10,762$870.5K0.02%+8,331+342.7%Added
Acadian Asset Management LLC10,808$872.0K0.00%+2,117+24.4%Added
WCG Wealth Advisors LLC10,880$880.0K0.06%+10,880New
Green Alpha Advisors, LLC10,962$886.7K0.70%−421−3.7%Reduced
Lazard Asset Management LLC11,054$894.0K0.00%−4,269−27.9%Reduced
Jackson Square Capital, LLC11,184$904.7K0.22%−332−2.9%Reduced
CenterBook Partners LP11,315$915.3K0.06%−5,325−32.0%Reduced
Dai-Ichi Life Insurance Company, Ltd11,357$918.7K0.02%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd11,357$918.7K0.06%+11,357New
Aviva PLC11,427$924.3K0.00%−18,262−61.5%Reduced
Seven Eight Capital, LP11,455$926.6K0.08%+2,863+33.3%Added
Leonteq Securities AG11,519$931.8K0.11%+2,710+30.8%Added
Simplex Trading, LLC11,605$938.0K0.03%+11,605New
Proactive Wealth Strategies LLC11,620$940.0K0.52%+11,620New
Meitav Dash Investments Ltd11,900$950.2K0.02%+3,800+46.9%Added
Farther Finance Advisors, LLC12,093$978.2K0.04%−1,353−10.1%Reduced
Western Financial Corp12,140$982.0K0.56%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S12,269$992.0K0.02%+5,251+74.8%Added
M&T Bank Corp12,345$998.2K0.00%−2,376−16.1%Reduced
nVerses Capital, LLC12,400$1.00M0.46%+12,400New
Advisory Resource Group12,611$1.02M0.22%+195+1.6%Added
Geneos Wealth Management Inc.12,615$1.02M0.04%−1,794−12.5%Reduced
Ieq Capital, LLC12,967$1.05M0.01%+2,828+27.9%Added
Profund Advisors LLC12,980$1.05M0.04%−4,460−25.6%Reduced
Northwestern Mutual Wealth Management Co12,988$1.05M0.00%−182−1.4%Reduced
Lido Advisors, LLC13,028$1.05M0.01%+35+0.3%Added
Vinva Investment Management Ltd12,932$1.06M0.04%−442−3.3%Reduced
Harbor Capital Advisors, Inc.13,070$1.06M0.05%−7,935−37.8%Reduced
PEAK6 Investments LLC13,347$1.08M0.05%−22,179−62.4%Reduced
United Advisor Group, LLC13,475$1.09M0.25%+13,475New
Intech Investment Management LLC13,581$1.10M0.01%−11,788−46.5%Reduced
Avitas Wealth Management LLC13,668$1.11M0.16%−62−0.5%Reduced
Private Advisor Group, LLC13,958$1.13M0.01%−4,669−25.1%Reduced
Bank Julius Baer & Co. Ltd, Zurich12,025$1.15M0.00%−2,732−18.5%Reduced
Mackenzie Financial Corp14,284$1.16M0.00%+3,969+38.5%Added
Manufacturers Life Insurance Company, The14,308$1.16M0.00%+734+5.4%Added
Old Well Partners, LLC14,400$1.16M2.51%00.0%Unchanged
Blue Barn Wealth, LLC14,430$1.17M0.60%−70.0%Reduced
Afg Fiduciary Services Limited Partnership12,491$1.17M0.79%−382−3.0%Reduced
Perigon Wealth Management, LLC14,569$1.18M0.03%+5,868+67.4%Added
APG Asset Management N.V.16,580$1.20M0.01%−258,046−94.0%Reduced
Robeco Institutional Asset Management B.V.15,026$1.22M0.00%−42−0.3%Reduced
Oppenheimer & Co Inc15,425$1.25M0.02%−138−0.9%Reduced
Pier 88 Investment Partners LLC15,620$1.26M0.28%−2,940−15.8%Reduced
Virtu Financial LLC15,676$1.27M0.07%+15,676New
Westwood Holdings Group Inc.15,824$1.28M0.01%+15,824New
ARS Investment Partners, LLC16,376$1.32M0.12%−20−0.1%Reduced
MBM Wealth Consultants, LLC16,533$1.34M0.42%+1,202+7.8%Added
Knollwood Investment Advisory, LLC16,800$1.36M0.15%00.0%Unchanged
Maryland State Retirement & Pension System17,093$1.38M0.03%−5,970−25.9%Reduced
Nisa Investment Advisors, LLC17,275$1.40M0.01%00.0%Unchanged
CIBC World Markets Corp17,545$1.42M0.01%+1,456+9.0%Added
Nwi Management LP18,000$1.46M0.17%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.18,094$1.46M0.32%+2,384+15.2%Added
Sanctuary Advisors, LLC14,133$1.47M0.01%+3,835+37.2%Added
Cerity Partners LLC18,416$1.49M0.00%+13,885+306.4%Added
AustralianSuper Pty Ltd18,508$1.50M0.01%+5,662+44.1%Added
Fox Run Management, L.L.C.18,731$1.52M0.34%+5,601+42.7%Added
Advisor Group Holdings, Inc.18,787$1.52M0.00%−6,668−26.2%Reduced