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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
Stratos Wealth Partners, LTD.6,506$526.3K0.01%−620−8.7%Reduced
Panagora Asset Management Inc6,495$525.4K0.00%+975+17.7%Added
Sigma Planning Corp6,425$519.7K0.02%−1,505−19.0%Reduced
Van Hulzen Asset Management, LLC6,395$517.0K0.04%−1,260−16.5%Reduced
Teza Capital Management LLC6,274$507.5K0.06%+6,274New
Polymer Capital Management (HK) LTD6,250$505.6K0.12%+6,250New
Greycroft LP6,000$485.3K0.33%+6,000New
Atria Wealth Solutions, Inc.5,943$480.7K0.01%−210−3.4%Reduced
Vestcor Inc5,890$476.0K0.02%+3+0.1%Added
Archer Investment Corp5,870$474.8K0.13%00.0%Unchanged
LVW Advisors, LLC5,829$471.5K0.06%+5,829New
Diversified Trust Co5,824$471.1K0.01%+5,824New
Corebridge Financial, Inc.5,759$465.8K0.00%−207−3.5%Reduced
Integrated Wealth Concepts LLC5,680$459.5K0.01%+112+2.0%Added
Prudential PLC5,612$454.0K0.00%00.0%Unchanged
Rakuten Investment Management, Inc.5,508$449.4K0.00%+1,404+34.2%Added
Sterling Capital Management LLC5,458$441.5K0.01%+5,458New
Occudo Quantitative Strategies LP5,449$440.8K0.08%+5,449New
The PNC Financial Services Group, Inc.5,421$438.5K0.00%+1,095+25.3%Added
Independence Bank of Kentucky5,160$417.4K0.09%+115+2.3%Added
Moneta Group Investment Advisors LLC5,116$413.8K0.01%+842+19.7%Added
Nicholas Investment Partners, LP5,075$410.5K0.04%−4,063−44.5%Reduced
Swiss Life Asset Management Ltd5,078$410.3K0.00%−1,349−21.0%Reduced
Souders Financial Advisors5,018$405.9K0.06%+86+1.7%Added
Proequities, Inc.4,986$403.3K0.02%−1,426−22.2%Reduced
Oversea-Chinese Banking CORP Ltd4,938$403.0K0.01%+4,938New
Hennion & Walsh Asset Management, Inc.4,918$397.8K0.02%+1,057+27.4%Added
CIBC Private Wealth Group, LLC4,877$394.5K0.00%+555+12.8%Added
Cravens & Co Advisors, LLC4,794$387.8K0.30%−446−8.5%Reduced
Mission Wealth Management, LP4,792$387.6K0.01%−83−1.7%Reduced
Everhart Financial Group, Inc.4,716$381.5K0.08%+2,058+77.4%Added
Andra AP-fonden4,681$378.6K0.01%−36,019−88.5%Reduced
Rathbone Brothers plc4,536$366.9K0.00%00.0%Unchanged
Motley Fool Asset Management LLC4,686$366.0K0.02%−391−7.7%Reduced
RSM US Wealth Management LLC4,629$361.6K0.01%+740+19.0%Added
Aigen Investment Management, LP4,462$360.9K0.07%+4,462New
Ellevest, Inc.4,436$358.8K0.02%+661+17.5%Added
GWM Advisors LLC4,418$357.4K0.00%−392−8.1%Reduced
Davis Capital Management4,400$355.9K0.28%−300−6.4%Reduced
Empowered Funds, LLC4,378$354.1K0.01%+313+7.7%Added
Daymark Wealth Partners, LLC4,278$346.0K0.01%00.0%Unchanged
Abn Amro Investment Solutions4,248$343.6K0.01%+4,248New
Pitcairn Co4,198$339.6K0.02%−1,547−26.9%Reduced
ASB Consultores, LLC4,091$330.9K0.13%00.0%Unchanged
Meiji Yasuda Asset Management Co Ltd.4,050$327.6K0.01%00.0%Unchanged
Resources Investment Advisors, LLC.4,047$327.4K0.00%+137+3.5%Added
Wellington Management Group LLP4,034$326.3K0.00%+186+4.8%Added
Miracle Mile Advisors, LLC3,989$322.7K0.01%00.0%Unchanged
Brighton Jones LLC3,933$318.2K0.01%−22,866−85.3%Reduced
Synergy Financial Group, LTD3,873$313.3K0.30%−262−6.3%Reduced
Emerald Advisers, LLC3,866$312.7K0.01%−88−2.2%Reduced
Yousif Capital Management, LLC3,857$312.0K0.00%+55+1.4%Added
Gerber Kawasaki Wealth & Investment Management3,822$309.2K0.01%−789−17.1%Reduced
Metis Global Partners, LLC3,786$306.3K0.01%+183+5.1%Added
Wedmont Private Capital3,797$305.6K0.02%+1,118+41.7%Added
Stock Yards Bank & Trust Co3,719$300.8K0.01%00.0%Unchanged
Ballentine Partners, LLC3,718$300.7K0.01%+1,062+40.0%Added
Independent Solutions Wealth Management, LLC3,697$299.1K0.07%+50+1.4%Added
Terry L. Blaker3,648$295.1K0.01%+3,648New
National Philanthropic Trust3,636$294.1K0.01%−119−3.2%Reduced
Bleakley Financial Group, LLC3,620$292.8K0.01%+313+9.5%Added
Wealthcare Advisory Partners LLC3,562$288.1K0.01%−109−3.0%Reduced
CWM Advisors, LLC3,550$287.2K0.03%+391+12.4%Added
Impact Asset Management GmbH3,527$285.3K0.11%+3,527New
Householder Group Estate & Retirement Specialist, LLC3,531$285.0K0.08%−8,783−71.3%Reduced
Black Swift Group, LLC3,500$283.1K0.06%00.0%Unchanged
Prospera Financial Services Inc3,498$282.9K0.01%−405−10.4%Reduced
Assenagon Asset Management S.A.3,455$279.5K0.00%+602+21.1%Added
Colony Group, LLC3,435$277.9K0.00%−6,175−64.3%Reduced
Wealth Management Partners, LLC3,435$277.9K0.13%−202−5.6%Reduced
HighPoint Advisor Group LLC3,126$273.7K0.02%+3,126New
Cynosure Management, LLC3,348$270.8K0.04%+3,348New
Principal Securities, Inc.3,345$270.6K0.01%−867−20.6%Reduced
United Capital Financial Advisers, LLC3,335$269.8K0.00%+336+11.2%Added
J.W. Cole Advisors, Inc.3,253$263.1K0.01%−37−1.1%Reduced
Smith Group Asset Management, LLC3,240$262.1K0.02%+3,240New
Scientech Research LLC3,229$261.2K0.05%+3,229New
Ossiam3,204$259.2K0.01%+20+0.6%Added
Apollon Wealth Management, LLC3,119$252.3K0.01%+269+9.4%Added
Siemens Fonds Invest GmbH3,102$250.9K0.02%+3,102New
Peak Asset Management, LLC3,087$249.7K0.05%00.0%Unchanged
Powell Investment Advisors, LLC3,083$249.4K0.12%00.0%Unchanged
Pallas Capital Advisors LLC2,768$247.9K0.01%+2,768New
Cigna Investments Inc3,039$246.0K0.04%−79−2.5%Reduced
Farmers Trust Co3,000$242.7K0.05%00.0%Unchanged
Meeder Advisory Services, Inc.2,996$242.3K0.02%−151−4.8%Reduced
Main Street Financial Solutions, LLC2,961$239.5K0.02%+392+15.3%Added
Camden Capital, LLC2,549$238.5K0.03%−390−13.3%Reduced
Kestra Private Wealth Services, LLC2,943$238.1K0.00%−17−0.6%Reduced
SlateStone Wealth, LLC2,941$238.0K0.02%−2,013−40.6%Reduced
Atomi Financial Group, Inc.2,872$232.3K0.01%−723−20.1%Reduced
Moseley Investment Management Inc2,831$229.0K0.09%00.0%Unchanged
Veriti Management LLC2,807$227.1K0.01%−93−3.2%Reduced
Sequoia Financial Advisors, LLC2,799$226.4K0.00%+303+12.1%Added
Forum Financial Management, LP2,713$219.5K0.00%−110−3.9%Reduced
Gill Capital Partners, LLC2,682$216.9K0.08%+10+0.4%Added
NewEdge Wealth, LLC2,680$216.8K0.00%+2,680New
Palumbo Wealth Management LLC2,659$215.1K0.08%+224+9.2%Added
Callan Capital, LLC2,651$214.4K0.01%+164+6.6%Added
Baxter Bros Inc2,650$214.4K0.03%00.0%Unchanged