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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
Principal Securities, Inc.1,914$206.1K0.00%−1,431−42.8%Reduced
TD Waterhouse Canada Inc.1,912$206.1K0.00%−51−2.6%Reduced
Qsemble Capital Management, LP1,913$206.0K0.03%+1,913New
Marex Group plc1,913$206.0K0.00%+1,913New
KPP Advisory Services LLC1,901$204.7K0.05%+1,901New
Westpac Banking Corp1,899$204.5K0.01%00.0%Unchanged
IFP Advisors, Inc1,642$177.3K0.01%−150−8.4%Reduced
Sunbelt Securities, Inc.1,496$163.1K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC1,520$163.0K0.12%−2,011−57.0%Reduced
Point72 Asia (Singapore) Pte. Ltd.1,513$162.9K0.04%+1,513New
Montag A & Associates Inc1,502$161.7K0.01%00.0%Unchanged
Advisors Asset Management, Inc.1,444$155.5K0.00%−214−12.9%Reduced
Skopos Labs, Inc.1,341$144.4K0.04%+27+2.1%Added
Ameliora Wealth Management Ltd.1,311$141.2K0.05%+1,311New
Smartleaf Asset Management LLC1,243$135.5K0.01%+492+65.5%Added
Ostrum Asset Management1,247$134.3K0.01%−52−4.0%Reduced
Covestor Ltd1,202$130.0K0.08%+274+29.5%Added
Centaurus Financial, Inc.1,199$129.0K0.01%+1,199New
MCF Advisors LLC1,139$122.6K0.01%+1,139New
Manchester Capital Management LLC1,123$120.9K0.01%+137+13.9%Added
Ramirez Asset Management, Inc.1,100$118.4K0.02%00.0%Unchanged
a16z Perennial Management, L.P.1,040$112.0K0.01%−6,000−85.2%Reduced
Clearstead Advisors, LLC1,037$111.7K0.00%+27+2.7%Added
Spire Wealth Management867$93.3K0.00%+31+3.7%Added
Rakuten Securities, Inc.858$92.4K0.04%−287−25.1%Reduced
Lindbrook Capital, LLC780$84.0K0.01%+10+1.3%Added
Financial Perspectives, Inc778$83.8K0.03%00.0%Unchanged
Oarsman Capital, Inc.760$81.8K0.01%00.0%Unchanged
Financial Life Planners756$81.4K0.07%+756New
Richard W. Paul & Associates, LLC721$77.6K0.03%00.0%Unchanged
Capula Management Ltd659$71.0K0.00%+659New
Global Retirement Partners, LLC652$70.2K0.00%−68−9.4%Reduced
Creative Financial Designs Inc650$70.0K0.01%00.0%Unchanged
Fourth Dimension Wealth, LLC641$69.0K0.04%+641New
Adalta Capital Management LLC615$66.2K0.03%00.0%Unchanged
Murphy & Mullick Capital Management Corp610$65.7K0.06%+610New
Whittier Trust Co602$64.8K0.00%+329+120.5%Added
Sava Infond d.o.o.600$64.6K0.01%+600New
GAMMA Investing LLC585$63.0K0.01%+217+59.0%Added
GeoWealth Management, LLC583$62.8K0.00%−23−3.8%Reduced
CoreCap Advisors, LLC554$59.7K0.00%+380+218.4%Added
Versant Capital Management, Inc549$59.1K0.01%+170+44.9%Added
Larson Financial Group LLC543$58.5K0.00%+517+1,988.5%Added
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna530$57.8K0.02%+530New
Ronald Blue Trust, Inc.533$57.4K0.00%−1,914−78.2%Reduced
Tobam525$57.0K0.02%−406−43.6%Reduced
Park Square Financial Group, LLC522$56.3K0.04%+522New
Pingora Partners LLC500$53.8K0.04%00.0%Unchanged
TFC Financial Management458$49.3K0.01%−40−8.0%Reduced
Lazard Asset Management LLC458$49.0K0.00%−10,596−95.9%Reduced
EverSource Wealth Advisors, LLC450$48.5K0.00%+20+4.7%Added
Gordian Capital Singapore Pte Ltd400$43.1K0.02%+400New
Ravenstone Capital Management Inc.400$43.1K0.02%+400New
Glen Eagle Advisors, LLC390$42.0K0.01%00.0%Unchanged
Quadrant Capital Group LLC375$40.4K0.00%+2+0.5%Added
Credit Industriel Et Commercial360$38.8K0.01%+360New
Game Plan Financial Advisors, LLC350$37.8K0.02%00.0%Unchanged
Stonehage Fleming Financial Services Holdings Ltd301$32.4K0.00%00.0%Unchanged
CVA Family Office, LLC286$30.8K0.00%−26−8.3%Reduced
Riverview Trust Co280$30.1K0.03%00.0%Unchanged
Venturi Wealth Management, LLC269$29.0K0.00%−94−25.9%Reduced
Aspect Partners, LLC250$26.9K0.02%00.0%Unchanged
Edmond de Rothschild Holding S.A.238$25.6K0.00%−732−75.5%Reduced
Fifth Third Bancorp234$25.2K0.00%−34−12.7%Reduced
FIL Ltd230$24.8K0.00%−3−1.3%Reduced
True Wealth Design, LLC225$24.3K0.01%+4+1.8%Added
AdvisorNet Financial, Inc220$23.7K0.00%+7+3.3%Added
Huntington National Bank218$23.5K0.00%−4−1.8%Reduced
Hemington Wealth Management205$22.0K0.01%−6−2.8%Reduced
Ancora Advisors, LLC201$21.6K0.00%+80+66.1%Added
Bogart Wealth, LLC200$21.5K0.00%−32−13.8%Reduced
REAP Financial Group, LLC200$21.5K0.01%00.0%Unchanged
Stonebridge Financial Group, LLC200$21.5K0.00%+200New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC198$21.3K0.00%+104+110.6%Added
Meeder Asset Management Inc187$20.1K0.00%+187New
Global X Japan Co., Ltd.155$16.7K0.00%−104−40.2%Reduced
Rothschild Investment LLC155$16.7K0.00%+153+7,650.0%Added
Mark Sheptoff Financial Planning, LLC150$16.2K0.01%00.0%Unchanged
Cohen & Steers, Inc.149$16.0K0.00%00.0%Unchanged
First Horizon Advisors, Inc.146$15.7K0.00%−307−67.8%Reduced
Fuller & Thaler Asset Management, Inc.145$15.6K0.00%+145New
WealthCollab, LLC143$15.4K0.01%+26+22.2%Added
New Millennium Group LLC138$14.9K0.01%+85+160.4%Added
New Wave Wealth Advisors LLC130$14.0K0.01%+130New
Armstrong Advisory Group, Inc125$13.5K0.00%00.0%Unchanged
Massmutual Trust Co FSB123$13.2K0.00%+64+108.5%Added
ORG Partners LLC122$13.1K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd121$13.0K0.01%00.0%Unchanged
South State Corp.120$12.9K0.00%00.0%Unchanged
Bell Investment Advisors, Inc115$12.4K0.00%−10−8.0%Reduced
Riggs Asset Managment Co. Inc.105$11.4K0.00%−34−24.5%Reduced
SRS Capital Advisors, Inc.106$11.4K0.00%−29−21.5%Reduced
Pacer Advisors, Inc.104$11.2K0.00%+96+1,200.0%Added
Thurston, Springer, Miller, Herd & Titak, Inc.100$10.8K0.00%−250−71.4%Reduced
Center for Financial Planning, Inc.100$10.8K0.00%00.0%Unchanged
Addison Advisors LLC100$10.8K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc100$10.8K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC93$10.0K0.00%+20+27.4%Added
FPC Investment Advisory, Inc.72$9.96K0.01%+72New
Sierra Ocean, LLC88$9.48K0.01%+88New