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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, 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: $20.7B
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, 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
Afg Fiduciary Services Limited Partnership12,491$1.17M0.79%−382−3.0%Reduced
Blue Barn Wealth, LLC14,430$1.17M0.60%−70.0%Reduced
Old Well Partners, LLC14,400$1.16M2.51%00.0%Unchanged
Manufacturers Life Insurance Company, The14,308$1.16M0.00%+734+5.4%Added
Mackenzie Financial Corp14,284$1.16M0.00%+3,969+38.5%Added
Bank Julius Baer & Co. Ltd, Zurich12,025$1.15M0.00%−2,732−18.5%Reduced
Private Advisor Group, LLC13,958$1.13M0.01%−4,669−25.1%Reduced
Avitas Wealth Management LLC13,668$1.11M0.16%−62−0.5%Reduced
Intech Investment Management LLC13,581$1.10M0.01%−11,788−46.5%Reduced
United Advisor Group, LLC13,475$1.09M0.25%+13,475New
PEAK6 Investments LLC13,347$1.08M0.05%−22,179−62.4%Reduced
Harbor Capital Advisors, Inc.13,070$1.06M0.05%−7,935−37.8%Reduced
Vinva Investment Management Ltd12,932$1.06M0.05%−442−3.3%Reduced
Lido Advisors, LLC13,028$1.05M0.01%+35+0.3%Added
Northwestern Mutual Wealth Management Co12,988$1.05M0.00%−182−1.4%Reduced
Profund Advisors LLC12,980$1.05M0.04%−4,460−25.6%Reduced
Ieq Capital, LLC12,967$1.05M0.01%+2,828+27.9%Added
Geneos Wealth Management Inc.12,615$1.02M0.04%−1,794−12.5%Reduced
Advisory Resource Group12,611$1.02M0.22%+195+1.6%Added
nVerses Capital, LLC12,400$1.00M0.46%+12,400New
M&T Bank Corp12,345$998.2K0.00%−2,376−16.1%Reduced
BI Asset Management Fondsmaeglerselskab A/S12,269$992.0K0.02%+5,251+74.8%Added
Western Financial Corp12,140$982.0K0.56%00.0%Unchanged
Farther Finance Advisors, LLC12,093$978.2K0.04%−1,353−10.1%Reduced
Meitav Dash Investments Ltd11,900$950.2K0.02%+3,800+46.9%Added
Proactive Wealth Strategies LLC11,620$940.0K0.52%+11,620New
Simplex Trading, LLC11,605$938.0K0.03%+11,605New
Leonteq Securities AG11,519$931.8K0.11%+2,710+30.8%Added
Seven Eight Capital, LP11,455$926.6K0.08%+2,863+33.3%Added
Aviva PLC11,427$924.3K0.00%−18,262−61.5%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
CenterBook Partners LP11,315$915.3K0.06%−5,325−32.0%Reduced
Jackson Square Capital, LLC11,184$904.7K0.22%−332−2.9%Reduced
Lazard Asset Management LLC11,054$894.0K0.00%−4,269−27.9%Reduced
Green Alpha Advisors, LLC10,962$886.7K0.70%−421−3.7%Reduced
WCG Wealth Advisors LLC10,880$880.0K0.06%+10,880New
Acadian Asset Management LLC10,808$872.0K0.00%+2,117+24.4%Added
Summit Trail Advisors, LLC10,762$870.5K0.02%+8,331+342.7%Added
Neuberger Berman Group LLC10,750$869.6K0.00%+217+2.1%Added
Park Avenue Securities LLC10,662$862.0K0.01%−2,136−16.7%Reduced
CIBC Asset Management Inc10,629$859.8K0.00%+545+5.4%Added
Commerce Bank10,401$841.3K0.01%−69−0.7%Reduced
Omers Administration Corp10,321$834.9K0.01%−4,400−29.9%Reduced
Grandview Asset Management LLC10,274$831.0K0.48%−79−0.8%Reduced
Signaturefd, LLC10,087$815.9K0.02%+274+2.8%Added
Malaga Cove Capital, LLC10,058$813.6K0.33%00.0%Unchanged
Steel Peak Wealth Management LLC10,036$811.8K0.04%−30.0%Reduced
Firsthand Capital Management, Inc.10,000$808.9K1.60%−20,000−66.7%Reduced
Investment Management Corp of Ontario9,994$808.4K0.02%+3,200+47.1%Added
Tokio Marine Asset Management Co Ltd9,938$803.9K0.04%00.0%Unchanged
Prudential Financial Inc9,915$802.0K0.00%−9−0.1%Reduced
Brandywine Managers, LLC9,906$801.3K0.86%00.0%Unchanged
CWM, LLC9,690$784.0K0.00%+4,617+91.0%Added
Barings LLC9,657$781.2K0.02%00.0%Unchanged
Atom Investors LP9,490$767.6K0.08%+9,490New
AXA S.A.9,197$743.9K0.00%+1,648+21.8%Added
XTX Topco Ltd9,029$730.4K0.05%−2,758−23.4%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA8,875$717.9K0.26%−61,455−87.4%Reduced
Financial Advisory Service, Inc.8,860$716.7K0.06%00.0%Unchanged
RFG Advisory, LLC8,834$714.6K0.02%+162+1.9%Added
Wolverine Trading, LLC8,528$695.8K0.02%+8,528New
Avantax Advisory Services, Inc.8,564$692.7K0.00%+3,898+83.5%Added
Plato Investment Management Ltd8,537$689.9K0.06%00.0%Unchanged
Driehaus Capital Management LLC8,522$689.3K0.01%+2,220+35.2%Added
Atlas Brown,Inc.8,503$687.8K0.24%00.0%Unchanged
Centiva Capital, LP8,330$673.8K0.03%+8,330New
Stonegate Investment Group, LLC8,312$672.4K0.02%+3,312+66.2%Added
Institute for Wealth Management, LLC.8,304$671.7K0.08%−118−1.4%Reduced
National Bank of Canada8,292$670.7K0.00%+1,261+17.9%Added
Achmea Investment Management B.V.8,279$670.0K0.01%00.0%Unchanged
Keystone Wealth Services, LLC8,273$669.2K0.19%+8,273New
Moloney Securities Asset Management, LLC8,212$664.3K0.09%+2,850+53.2%Added
DC Investments Management, LLC8,118$656.7K0.46%00.0%Unchanged
Comerica Bank8,092$654.6K0.00%−3,508−30.2%Reduced
Guggenheim Capital LLC7,958$643.7K0.00%−801−9.1%Reduced
Freestone Capital Holdings, LLC7,934$641.8K0.02%00.0%Unchanged
Texas Treasury Safekeeping Trust Co7,926$641.0K0.02%00.0%Unchanged
Optiver Holding B.V.7,834$633.7K0.02%−3,540−31.1%Reduced
GraniteShares Advisors LLC7,821$632.6K0.43%−914−10.5%Reduced
Independent Financial Group, LLC7,795$630.5K0.02%−659−7.8%Reduced
OV Management LLC7,686$621.7K0.41%+2,515+48.6%Added
Mediolanum International Funds Ltd7,534$613.7K0.01%+7,534New
Envestnet Portfolio Solutions, Inc.7,527$608.9K0.00%−153−2.0%Reduced
Cercano Management LLC7,464$603.8K0.01%+7,464New
B. Metzler seel. Sohn & Co. AG7,311$591.4K0.01%00.0%Unchanged
B. Metzler seel. Sohn & Co. Holding AG7,311$591.4K0.01%+7,311New
MAI Capital Management7,258$587.1K0.01%−228−3.0%Reduced
LJI Wealth Management, LLC7,200$582.4K0.12%00.0%Unchanged
Meridian Wealth Management, LLC7,198$582.2K0.03%−101−1.4%Reduced
a16z Perennial Management, L.P.7,040$569.5K0.07%−400−5.4%Reduced
UniSuper Management Pty Ltd7,000$566.2K0.00%−134−1.9%Reduced
Joel Isaacson & Co., LLC6,949$562.1K0.03%00.0%Unchanged
Peapack Gladstone Financial Corp6,930$561.0K0.01%00.0%Unchanged
Change Path, LLC6,924$560.1K0.02%+811+13.3%Added
Aspiriant, LLC6,911$559.0K0.02%−1,926−21.8%Reduced
Gotham Asset Management, LLC6,767$547.4K0.01%+1,646+32.1%Added
Newbridge Financial Services Group, Inc.6,760$546.8K0.19%−249−3.6%Reduced
Prime Capital Investment Advisors, LLC6,708$542.6K0.01%+338+5.3%Added
National Asset Management, Inc.6,650$533.8K0.01%+50+0.8%Added