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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, 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
LJI Wealth Management, LLC7,100$764.5K0.15%−100−1.4%Reduced
Meridian Wealth Management, LLC7,017$755.6K0.04%−181−2.5%Reduced
Change Path, LLC6,982$751.8K0.02%+58+0.8%Added
Joel Isaacson & Co., LLC6,949$748.3K0.03%00.0%Unchanged
Gotham Asset Management, LLC6,937$747.0K0.01%+170+2.5%Added
Peapack Gladstone Financial Corp6,920$745.0K0.01%−10−0.1%Reduced
Van Hulzen Asset Management, LLC6,795$731.7K0.05%+400+6.3%Added
Thoma Capital Management LLC6,690$720.4K0.49%+6,690New
LVW Advisors, LLC6,668$718.0K0.09%+839+14.4%Added
Guggenheim Capital LLC6,586$709.2K0.01%−1,372−17.2%Reduced
Stratos Wealth Partners, LTD.6,583$708.9K0.01%+77+1.2%Added
Newbridge Financial Services Group, Inc.6,560$706.4K0.18%−200−3.0%Reduced
Clare Market Investments LLC6,515$701.5K0.17%+6,515New
Altrafin AG6,500$699.9K0.24%+6,500New
Hennion & Walsh Asset Management, Inc.6,308$679.2K0.03%+1,390+28.3%Added
Aigen Investment Management, LP6,260$674.1K0.12%+1,798+40.3%Added
Putney Financial Group LLC6,162$663.5K0.59%+6,162New
Leonteq Securities AG6,149$662.1K0.07%−5,370−46.6%Reduced
The PNC Financial Services Group, Inc.6,076$654.3K0.00%+655+12.1%Added
National Asset Management, Inc.6,069$653.5K0.02%−581−8.7%Reduced
Capital Market Strategies LLC6,011$647.3K0.37%+6,011New
Prime Capital Investment Advisors, LLC6,006$646.7K0.01%−702−10.5%Reduced
Greycroft LP6,000$646.1K0.57%00.0%Unchanged
Wellington Management Group LLP5,930$638.5K0.00%+1,896+47.0%Added
Vestcor Inc5,884$634.0K0.02%−6−0.1%Reduced
Archer Investment Corp5,870$632.1K0.17%00.0%Unchanged
GraniteShares Advisors LLC5,816$626.3K0.40%−2,005−25.6%Reduced
UniSuper Management Pty Ltd5,800$624.5K0.00%−1,200−17.1%Reduced
Qtron Investments LLC5,758$620.0K0.09%+5,758New
Moloney Securities Asset Management, LLC5,725$616.5K0.08%−2,487−30.3%Reduced
Prudential PLC5,612$604.3K0.00%00.0%Unchanged
Rathbone Brothers plc5,601$603.1K0.00%+1,065+23.5%Added
Corebridge Financial, Inc.5,530$595.5K0.00%−229−4.0%Reduced
Flow Traders U.S. LLC5,497$592.0K0.02%+5,497New
Graham Capital Management, L.P.5,419$583.5K0.02%−42,947−88.8%Reduced
CIBC Private Wealth Group, LLC5,032$582.2K0.00%+155+3.2%Added
Driehaus Capital Management LLC5,367$577.9K0.00%−3,155−37.0%Reduced
Proequities, Inc.4,694$577.8K0.03%−292−5.9%Reduced
Moore Capital Management, LP5,244$564.7K0.01%+5,244New
Emerald Advisers, LLC5,209$560.9K0.02%+1,343+34.7%Added
Highland Capital Management, LLC5,200$559.9K0.03%−14,935−74.2%Reduced
Wolverine Asset Management LLC5,190$558.9K0.01%+5,190New
Freestone Capital Holdings, LLC5,165$556.2K0.02%−2,769−34.9%Reduced
Moneta Group Investment Advisors LLC5,119$551.2K0.01%+3+0.1%Added
Motley Fool Asset Management LLC5,055$544.3K0.03%+369+7.9%Added
Jones Financial Companies LLLP5,024$541.0K0.00%+3,126+164.7%Added
HighPoint Advisor Group LLC3,121$538.5K0.03%−5−0.2%Reduced
Empowered Funds, LLC4,960$534.1K0.01%+582+13.3%Added
Everhart Financial Group, Inc.4,935$531.4K0.11%+219+4.6%Added
Blair William & Co4,899$527.5K0.00%−27,562−84.9%Reduced
Ofi Invest Asset Management5,048$524.9K0.01%+5,048New
Sterling Capital Management LLC4,838$521.0K0.01%−620−11.4%Reduced
RSM US Wealth Management LLC4,766$519.4K0.01%+137+3.0%Added
Assenagon Asset Management S.A.4,781$514.8K0.00%+1,326+38.4%Added
Independence Bank of Kentucky4,735$509.9K0.08%−425−8.2%Reduced
Plato Investment Management Ltd4,690$506.9K0.04%−3,847−45.1%Reduced
Cravens & Co Advisors, LLC4,706$506.7K0.39%−88−1.8%Reduced
Mission Wealth Management, LP4,658$501.6K0.01%−134−2.8%Reduced
BNP Paribas4,580$493.2K0.02%+4,580New
Ellevest, Inc.4,538$488.7K0.03%+102+2.3%Added
Daymark Wealth Partners, LLC4,535$488.3K0.02%+257+6.0%Added
Gerber Kawasaki Wealth & Investment Management4,492$483.7K0.02%+670+17.5%Added
Ocean Capital Management, LLC4,368$470.3K0.10%+4,368New
Capstone Investment Advisors, LLC4,353$468.7K0.00%+4,353New
Davis Capital Management4,350$468.4K0.38%−50−1.1%Reduced
Abn Amro Investment Solutions4,248$457.4K0.01%00.0%Unchanged
NewEdge Wealth, LLC4,237$456.2K0.01%+1,557+58.1%Added
Bleakley Financial Group, LLC4,199$452.2K0.01%+579+16.0%Added
Souders Financial Advisors4,182$450.3K0.06%−836−16.7%Reduced
Metis Global Partners, LLC4,179$450.0K0.01%+393+10.4%Added
Menard Financial Group LLC4,167$448.7K0.27%+4,167New
Vestmark Advisory Solutions, Inc.4,152$447.1K0.02%+4,152New
Miller Financial Services LLC4,133$445.0K0.38%+4,133New
Engineers Gate Manager LP4,131$444.8K0.01%−24,387−85.5%Reduced
ASB Consultores, LLC4,091$440.5K0.18%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA4,070$438.3K0.14%−4,805−54.1%Reduced
Wedmont Private Capital3,882$437.2K0.02%+85+2.2%Added
Meiji Yasuda Asset Management Co Ltd.4,050$436.1K0.02%00.0%Unchanged
Miracle Mile Advisors, LLC3,989$429.5K0.01%00.0%Unchanged
Voleon Capital Management LP3,976$428.1K0.03%+3,976New
Advisory Services Network, LLC3,946$424.9K0.01%+3,946New
Brighton Jones LLC3,941$424.4K0.01%+8+0.2%Added
Yousif Capital Management, LLC3,871$416.8K0.00%+14+0.4%Added
Vise Technologies, Inc.3,870$416.7K0.03%+3,870New
Oppenheimer Asset Management Inc.3,867$416.4K0.01%+3,867New
Aspiriant, LLC3,835$413.0K0.01%−3,076−44.5%Reduced
J.W. Cole Advisors, Inc.3,721$400.7K0.02%+468+14.4%Added
Stock Yards Bank & Trust Co3,719$400.5K0.01%00.0%Unchanged
Independent Solutions Wealth Management, LLC3,682$396.5K0.09%−15−0.4%Reduced
Sequoia Financial Advisors, LLC3,649$392.9K0.00%+850+30.4%Added
Terry L. Blaker3,648$392.8K0.02%00.0%Unchanged
Palumbo Wealth Management LLC3,647$392.7K0.15%+988+37.2%Added
Ieq Capital, LLC3,646$392.6K0.00%−9,321−71.9%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main3,610$388.7K0.00%+2,609+260.6%Added
Harvest Investment Services, LLC3,595$387.1K0.09%+3,595New
Raiffeisen Bank International AG3,534$386.5K0.01%+3,534New
Wealth Management Partners, LLC3,549$382.2K0.16%+114+3.3%Added
Susquehanna International Group, LLP3,546$381.8K0.00%−24,982−87.6%Reduced
Synergy Financial Group, LTD3,545$381.7K0.32%−328−8.5%Reduced
Impact Asset Management GmbH3,527$379.8K0.15%00.0%Unchanged