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

13F holders, Q4 2024

Institutional positions in Cloudflare, Inc. as of Dec 31, 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
772
+104 vs. Q3 2024
Shares held
263.8M
+8.25M (+3.2%) vs. Q3 2024
Total value
$28.4B
+$7.73B (+37.4%) vs. Q3 2024
New holders
167
254 more added
Sold out
63
241 more reduced

12 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 772 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 heldQ4 2024: $28.4B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q3 2024.

Institutions holding NET in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vestmark Advisory Solutions, Inc.4,152$447.1K0.02%+4,152New
Menard Financial Group LLC4,167$448.7K0.27%+4,167New
Metis Global Partners, LLC4,179$450.0K0.01%+393+10.4%Added
Souders Financial Advisors4,182$450.3K0.06%−836−16.7%Reduced
Bleakley Financial Group, LLC4,199$452.2K0.01%+579+16.0%Added
NewEdge Wealth, LLC4,237$456.2K0.01%+1,557+58.1%Added
Abn Amro Investment Solutions4,248$457.4K0.01%00.0%Unchanged
Davis Capital Management4,350$468.4K0.38%−50−1.1%Reduced
Capstone Investment Advisors, LLC4,353$468.7K0.00%+4,353New
Ocean Capital Management, LLC4,368$470.3K0.10%+4,368New
Gerber Kawasaki Wealth & Investment Management4,492$483.7K0.02%+670+17.5%Added
Daymark Wealth Partners, LLC4,535$488.3K0.02%+257+6.0%Added
Ellevest, Inc.4,538$488.7K0.03%+102+2.3%Added
BNP Paribas4,580$493.2K0.00%+4,580New
Mission Wealth Management, LP4,658$501.6K0.01%−134−2.8%Reduced
Cravens & Co Advisors, LLC4,706$506.7K0.39%−88−1.8%Reduced
Plato Investment Management Ltd4,690$506.9K0.04%−3,847−45.1%Reduced
Independence Bank of Kentucky4,735$509.9K0.08%−425−8.2%Reduced
Assenagon Asset Management S.A.4,781$514.8K0.00%+1,326+38.4%Added
RSM US Wealth Management LLC4,766$519.4K0.01%+137+3.0%Added
Sterling Capital Management LLC4,838$521.0K0.01%−620−11.4%Reduced
Ofi Invest Asset Management5,048$524.9K0.01%+5,048New
Blair William & Co4,899$527.5K0.00%−27,562−84.9%Reduced
Everhart Financial Group, Inc.4,935$531.4K0.11%+219+4.6%Added
Empowered Funds, LLC4,960$534.1K0.01%+582+13.3%Added
HighPoint Advisor Group LLC3,121$538.5K0.03%−5−0.2%Reduced
Jones Financial Companies LLLP5,024$541.0K0.00%+3,126+164.7%Added
Motley Fool Asset Management LLC5,055$544.3K0.03%+369+7.9%Added
Moneta Group Investment Advisors LLC5,119$551.2K0.01%+3+0.1%Added
Freestone Capital Holdings, LLC5,165$556.2K0.02%−2,769−34.9%Reduced
Wolverine Asset Management LLC5,190$558.9K0.01%+5,190New
Highland Capital Management, LLC5,200$559.9K0.03%−14,935−74.2%Reduced
Emerald Advisers, LLC5,209$560.9K0.02%+1,343+34.7%Added
Moore Capital Management, LP5,244$564.7K0.01%+5,244New
Proequities, Inc.4,694$577.8K0.03%−292−5.9%Reduced
Driehaus Capital Management LLC5,367$577.9K0.00%−3,155−37.0%Reduced
CIBC Private Wealth Group, LLC5,032$582.2K0.00%+155+3.2%Added
Graham Capital Management, L.P.5,419$583.5K0.02%−42,947−88.8%Reduced
Flow Traders U.S. LLC5,497$592.0K0.02%+5,497New
Corebridge Financial, Inc.5,530$595.5K0.00%−229−4.0%Reduced
Rathbone Brothers plc5,601$603.1K0.00%+1,065+23.5%Added
Prudential PLC5,612$604.3K0.00%00.0%Unchanged
Moloney Securities Asset Management, LLC5,725$616.5K0.08%−2,487−30.3%Reduced
Qtron Investments LLC5,758$620.0K0.09%+5,758New
UniSuper Management Pty Ltd5,800$624.5K0.00%−1,200−17.1%Reduced
GraniteShares Advisors LLC5,816$626.3K0.40%−2,005−25.6%Reduced
Archer Investment Corp5,870$632.1K0.17%00.0%Unchanged
Vestcor Inc5,884$634.0K0.02%−6−0.1%Reduced
Wellington Management Group LLP5,930$638.5K0.00%+1,896+47.0%Added
Greycroft LP6,000$646.1K0.57%00.0%Unchanged
Prime Capital Investment Advisors, LLC6,006$646.7K0.01%−702−10.5%Reduced
Capital Market Strategies LLC6,011$647.3K0.37%+6,011New
National Asset Management, Inc.6,069$653.5K0.02%−581−8.7%Reduced
The PNC Financial Services Group, Inc.6,076$654.3K0.00%+655+12.1%Added
Leonteq Securities AG6,149$662.1K0.07%−5,370−46.6%Reduced
Putney Financial Group LLC6,162$663.5K0.59%+6,162New
Aigen Investment Management, LP6,260$674.1K0.12%+1,798+40.3%Added
Hennion & Walsh Asset Management, Inc.6,308$679.2K0.03%+1,390+28.3%Added
Altrafin AG6,500$699.9K0.24%+6,500New
Clare Market Investments LLC6,515$701.5K0.17%+6,515New
Newbridge Financial Services Group, Inc.6,560$706.4K0.18%−200−3.0%Reduced
Stratos Wealth Partners, LTD.6,583$708.9K0.01%+77+1.2%Added
Guggenheim Capital LLC6,586$709.2K0.01%−1,372−17.2%Reduced
LVW Advisors, LLC6,668$718.0K0.09%+839+14.4%Added
Thoma Capital Management LLC6,690$720.4K0.49%+6,690New
Van Hulzen Asset Management, LLC6,795$731.7K0.05%+400+6.3%Added
Peapack Gladstone Financial Corp6,920$745.0K0.01%−10−0.1%Reduced
Gotham Asset Management, LLC6,937$747.0K0.01%+170+2.5%Added
Joel Isaacson & Co., LLC6,949$748.3K0.03%00.0%Unchanged
Change Path, LLC6,982$751.8K0.02%+58+0.8%Added
Meridian Wealth Management, LLC7,017$755.6K0.04%−181−2.5%Reduced
LJI Wealth Management, LLC7,100$764.5K0.15%−100−1.4%Reduced
Avantax Advisory Services, Inc.7,185$773.7K0.00%−1,379−16.1%Reduced
Pitcairn Co7,267$782.5K0.05%+3,069+73.1%Added
Blueshift Asset Management, LLC7,285$784.4K0.29%−32,388−81.6%Reduced
Wealthedge Investment Advisors, LLC7,377$794.4K0.36%+7,377New
Everence Capital Management Inc7,460$803.0K0.05%+7,460New
Atria Wealth Solutions, Inc.7,502$807.8K0.01%+1,559+26.2%Added
Knights of Columbus Asset Advisors LLC7,657$824.5K0.05%+7,657New
Financial Advisory Service, Inc.7,910$851.7K0.07%−950−10.7%Reduced
Texas Treasury Safekeeping Trust Co7,926$853.0K0.03%00.0%Unchanged
Harbor Capital Advisors, Inc.8,054$867.0K0.04%−5,016−38.4%Reduced
DC Investments Management, LLC8,118$874.1K0.57%00.0%Unchanged
OV Management LLC8,144$876.9K0.41%+458+6.0%Added
MAI Capital Management8,153$877.9K0.01%+895+12.3%Added
Achmea Investment Management B.V.8,279$892.0K0.01%00.0%Unchanged
Institute for Wealth Management, LLC.8,308$894.6K0.11%+40.0%Added
Quantitative Investment Management, LLC8,328$896.0K0.07%+8,328New
Atlas Brown,Inc.8,503$915.6K0.31%00.0%Unchanged
Independent Financial Group, LLC8,520$917.4K0.03%+725+9.3%Added
Prudential Financial Inc8,563$922.1K0.00%−1,352−13.6%Reduced
National Bank of Canada8,650$931.6K0.00%+358+4.3%Added
Comerica Bank8,856$953.6K0.00%+764+9.4%Added
Envestnet Portfolio Solutions, Inc.8,870$955.1K0.00%+1,343+17.8%Added
Sphera Management Technology Funds Ltd8,909$959.3K0.76%+8,909New
Allstate Corp8,934$962.0K0.03%+8,934New
Triglav Skladi, D.O.O.9,000$969.1K0.08%+9,000New
Integrated Wealth Concepts LLC9,068$976.4K0.01%+3,388+59.6%Added
Mediolanum International Funds Ltd9,247$1.01M0.01%+1,713+22.7%Added
Keystone Wealth Services, LLC9,348$1.01M0.27%+1,075+13.0%Added