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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
Wealthcare Advisory Partners LLC3,519$378.9K0.01%−43−1.2%Reduced
Ossiam3,514$378.4K0.01%+310+9.7%Added
Prospera Financial Services Inc3,463$372.9K0.01%−35−1.0%Reduced
United Capital Financial Advisers, LLC3,456$372.1K0.00%+121+3.6%Added
Resources Investment Advisors, LLC.3,455$372.0K0.00%−592−14.6%Reduced
Optiver Holding B.V.3,384$364.4K0.01%−4,450−56.8%Reduced
Ballentine Partners, LLC3,378$363.7K0.01%−340−9.1%Reduced
Cynosure Management, LLC3,328$358.4K0.05%−20−0.6%Reduced
Siemens Fonds Invest GmbH3,276$357.2K0.04%+174+5.6%Added
Allworth Financial LP2,854$351.3K0.00%+220+8.4%Added
Chesapeake Capital Corp3,245$349.4K0.35%+3,245New
Calamos Wealth Management LLC3,166$340.9K0.02%+3,166New
Lido Advisors, LLC3,149$339.1K0.00%−9,879−75.8%Reduced
Peak Asset Management, LLC3,097$333.5K0.06%+10+0.3%Added
Powell Investment Advisors, LLC3,083$332.0K0.15%00.0%Unchanged
SlateStone Wealth, LLC3,062$330.0K0.03%+121+4.1%Added
Cigna Investments Inc3,039$327.0K0.06%00.0%Unchanged
Farmers Trust Co3,000$323.0K0.06%00.0%Unchanged
Nkcfo LLC3,000$323.0K0.14%+3,000New
Apollon Wealth Management, LLC2,990$322.0K0.01%−129−4.1%Reduced
Kestra Private Wealth Services, LLC2,983$321.2K0.01%+40+1.4%Added
Atomi Financial Group, Inc.2,966$319.4K0.02%+94+3.3%Added
Two Sigma Securities, LLC2,963$319.1K0.06%+2,963New
Farringdon Capital, Ltd.2,922$314.6K0.13%+2,922New
Meeder Advisory Services, Inc.2,920$314.4K0.02%−76−2.5%Reduced
Petrus Trust Company, LTA2,899$312.2K0.03%+2,899New
Camden Capital, LLC2,880$310.1K0.03%+331+13.0%Added
Fedenia Advisers LLC2,865$308.5K0.18%+2,865New
Teacher Retirement System of Texas2,847$307.0K0.00%+2,847New
JT Stratford LLC2,832$304.9K0.05%+2,832New
Brookstone Capital Management2,826$304.3K0.00%+2,826New
Pallas Capital Advisors LLC2,775$298.8K0.01%+7+0.3%Added
Baxter Bros Inc2,750$296.1K0.04%+100+3.8%Added
Forum Financial Management, LP2,735$294.5K0.00%+22+0.8%Added
Clarendon Private LLC2,723$293.2K0.31%+2,723New
Chicago Partners Investment Group LLC2,529$292.6K0.01%+105+4.3%Added
AXA S.A.2,703$291.1K0.00%−6,494−70.6%Reduced
Oxford Wealth Group, LLC2,701$290.8K0.19%+2,701New
Gill Capital Partners, LLC2,682$288.8K0.10%00.0%Unchanged
Diversify Wealth Management, LLC2,547$286.8K0.02%+2,547New
Northwest & Ethical Investments L.P.2,650$285.0K0.01%+650+32.5%Added
Huntleigh Advisors, Inc.2,621$282.2K0.06%+2,621New
Bokf, NA2,500$281.6K0.00%−3−0.1%Reduced
Sigma Planning Corp2,612$281.3K0.01%−3,813−59.3%Reduced
E Fund Management Co., Ltd.2,569$276.6K0.01%+2,569New
Tower Research Capital LLC (TRC)2,547$274.3K0.01%+1,651+184.3%Added
Jefferies Financial Group Inc.2,539$273.4K0.00%+2,539New
Bryn Mawr Trust Co2,516$270.9K0.00%00.0%Unchanged
Parallel Advisors, LLC2,505$269.8K0.01%+910+57.1%Added
Kazazian Asset Management, LLC2,500$269.2K0.21%+2,500New
Cardiff Park Advisors, LLC2,491$268.2K0.03%00.0%Unchanged
Personal Cfo Solutions, LLC2,472$266.2K0.05%+2,472New
Keystone Investors Pte Ltd2,465$265.4K0.02%+2,465New
Strategic Blueprint, LLC2,462$265.1K0.02%+2,462New
Umb Bank N A2,442$263.0K0.00%−65−2.6%Reduced
Mosley Wealth Management1,915$261.3K0.16%+1,915New
Crossmark Global Holdings, Inc.2,405$259.0K0.00%+2,405New
Kovack Advisors, Inc.2,400$258.4K0.03%+2,400New
Avant Financial Advisors LLC2,400$258.4K0.24%+2,400New
Wetherby Asset Management Inc2,392$257.6K0.01%−172−6.7%Reduced
Equitable Holdings, Inc.2,377$256.0K0.00%+2,377New
Harbour Investments, Inc.2,347$252.7K0.01%+111+5.0%Added
Whittier Trust Co of Nevada Inc2,324$250.2K0.01%00.0%Unchanged
Capital Asset Advisory Services LLC2,172$249.2K0.01%+2,172New
Challenger Wealth Management2,300$247.7K0.21%+2,300New
Livforsakringsbolaget Skandia, Omsesidigt2,296$247.2K0.01%00.0%Unchanged
Brown Advisory Inc2,281$245.6K0.00%+2,281New
Bridgefront Capital, LLC2,255$242.8K0.08%+2,255New
Evoke Wealth, LLC2,229$240.0K0.01%+2,229New
IPG Investment Advisors LLC2,220$239.1K0.05%+2,220New
Mirae Asset Global ETFs Holdings Ltd.2,218$238.8K0.00%−54,437−96.1%Reduced
Cary Street Partners Financial LLC2,211$238.1K0.01%+2,211New
International Assets Investment Management, LLC2,115$238.0K0.02%−179,807−98.8%Reduced
EP Wealth Advisors, LLC2,201$237.0K0.00%+2,201New
Savant Capital, LLC2,197$236.6K0.00%+2,197New
Coldstream Capital Management Inc2,183$235.1K0.01%+2,183New
Mayflower Financial Advisors, LLC2,182$235.0K0.04%+2,182New
Axxcess Wealth Management, LLC2,172$233.9K0.01%+2,172New
Flagship Harbor Advisors, LLC2,161$232.7K0.01%+2,161New
Panagora Asset Management Inc2,158$232.4K0.00%−4,337−66.8%Reduced
Oversea-Chinese Banking CORP Ltd2,088$231.0K0.01%−2,850−57.7%Reduced
Sovran Advisors, LLC2,059$230.6K0.03%+2,059New
Liberty One Investment Management, LLC2,127$229.0K0.02%+8+0.4%Added
Krane Funds Advisors LLC2,127$229.0K0.01%+2,127New
Campbell & CO Investment Adviser LLC2,115$227.7K0.02%+2,115New
Full Sail Capital, LLC2,100$226.1K0.01%+2,100New
Howard Capital Management Inc.2,055$221.3K0.00%+2,055New
FineMark National Bank & Trust2,041$219.8K0.01%+2,041New
Shell Asset Management Co2,032$219.0K0.01%−156−7.1%Reduced
Sterling Investment Advisors, Ltd.2,018$217.3K0.05%+2,018New
Premier Path Wealth Partners, LLC2,017$217.2K0.03%+2,017New
Brinker Capital Investments, LLC2,008$216.2K0.00%+2,008New
Orion Portfolio Solutions, LLC2,008$216.2K0.00%+2,008New
NTV Asset Management LLC2,000$215.4K0.03%+2,000New
Pacific Wealth Strategies Group, Inc.2,000$215.4K0.15%+2,000New
Birchcreek Wealth Management, LLC2,000$215.4K0.14%+2,000New
Steward Partners Investment Advisory, LLC1,994$214.7K0.00%−31−1.5%Reduced
Aaron Wealth Advisors1,978$213.0K0.02%+1,978New
Acadian Asset Management LLC1,950$209.0K0.00%−8,858−82.0%Reduced
Quent Capital, LLC1,921$206.9K0.02%−93−4.6%Reduced