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 $69.8B 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: $10.3BQ3 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, 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
Black Swift Group, LLC0$00.00%−3,500−100.0%Sold out
Smith Group Asset Management, LLC0$00.00%−3,240−100.0%Sold out
Scientech Research LLC0$00.00%−3,229−100.0%Sold out
Main Street Financial Solutions, LLC0$00.00%−2,961−100.0%Sold out
Moseley Investment Management Inc0$00.00%−2,831−100.0%Sold out
Veriti Management LLC0$00.00%−2,807−100.0%Sold out
Callan Capital, LLC0$00.00%−2,651−100.0%Sold out
Caption Management, LLC0$00.00%−2,625−100.0%Sold out
Accel Wealth Management0$00.00%−2,508−100.0%Sold out
Crestline Management, LP0$00.00%−2,478−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−1,546−100.0%Sold out
Flputnam Investment Management Co0$00.00%−300−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−987−100.0%Sold out
Alta Advisers Ltd0$00.00%−800−100.0%Sold out
Crewe Advisors LLC0$00.00%−756−100.0%Sold out
Quest Partners LLC0$00.00%−663−100.0%Sold out
Clear Street Markets LLC0$00.00%−557−100.0%Sold out
Quarry LP0$00.00%−478−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−470−100.0%Sold out
Aspire Private Capital, LLC0$00.00%−230−100.0%Sold out
HM Payson & Co0$00.00%−200−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−166−100.0%Sold out
Dogwood Wealth Management LLC0$00.00%−125−100.0%Sold out
McMahon Financial Advisors, LLC0$00.00%−125−100.0%Sold out
Mechanics Financial Corp0$00.00%−100−100.0%Sold out
Clear Point Advisors Inc.0$00.00%−98−100.0%Sold out
Foster Dykema Cabot & Partners, LLC0$00.00%−78−100.0%Sold out
Baldwin Brothers Inc0$00.00%−75−100.0%Sold out
West Paces Advisors Inc.0$00.00%−75−100.0%Sold out
Reuter James Wealth Management, LLC0$00.00%−56−100.0%Sold out
Providence Capital Advisors, LLC0$00.00%−48−100.0%Sold out
Golden State Equity Partners0$00.00%−38−100.0%Sold out
Ashton Thomas Securities, LLC0$00.00%−16−100.0%Sold out
Claris Advisors, LLC0$00.00%−3−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−1−100.0%Sold out
SpiderRock Advisors, LLC––––Not filed
Banque Cantonale Vaudoise––––Not filed
Raymond James & Associates––––Not filed
Dantai Capital Ltd––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
PEAK6 Investments LLC––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Carmichael Hill & Associates, Inc.––––Not filed
Abich Financial Wealth Management LLC––––Not filed
Northwest Investment Counselors, LLC––––Not filed
Planning Capital Management Corp––––Not filed