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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
Parkside Financial Bank & Trust85$9.15K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC82$8.83K0.00%+10+13.9%Added
JFS Wealth Advisors, LLC79$8.51K0.00%00.0%Unchanged
Financial Management Professionals, Inc.77$8.29K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.75$8.08K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.75$8.08K0.00%+5+7.1%Added
Avion Wealth75$8.00K0.00%+8+11.9%Added
Elequin Capital LP73$7.86K0.00%+25+52.1%Added
Hollencrest Capital Management71$7.64K0.00%00.0%Unchanged
Fortitude Family Office, LLC65$7.00K0.00%00.0%Unchanged
MV Capital Management, Inc.57$6.14K0.00%+19+50.0%Added
Atlantic Trust, LLC56$6.03K0.00%+56New
Capital Advisors, Ltd. LLC56$6.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC55$5.92K0.00%00.0%Unchanged
Vista Private Wealth Partners. LLC53$5.71K0.00%+53New
Sachetta, LLC51$5.49K0.00%−7−12.1%Reduced
Sittner & Nelson, LLC51$5.49K0.00%00.0%Unchanged
Central Trust Co50$5.38K0.00%00.0%Unchanged
Toth Financial Advisory Corp50$5.38K0.00%00.0%Unchanged
Transce3nd, LLC50$5.38K0.00%+50New
Bank of Jackson Hole Trust50$5.38K0.00%+50New
Hall Laurie J Trustee50$5.00K0.00%00.0%Unchanged
Cornerstone Planning Group LLC39$4.93K0.00%00.0%Unchanged
VSM Wealth Advisory, LLC45$4.85K0.00%+45New
Trust Co of Vermont39$4.20K0.00%00.0%Unchanged
Ameriflex Group, Inc.30$4.15K0.00%+30New
Vermillion & White Wealth Management Group, LLC36$3.88K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC35$3.77K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC30$3.23K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.30$3.23K0.00%00.0%Unchanged
Tidemark, LLC30$3.23K0.00%00.0%Unchanged
WR Wealth Planners, LLC30$3.23K0.00%+30New
Beacon Capital Management, LLC27$2.91K0.00%+27New
Wiser Advisor Group LLC25$2.69K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC25$2.69K0.00%+25New
Valued Wealth Advisors LLC25$2.69K0.00%+25New
West Branch Capital LLC24$2.58K0.00%00.0%Unchanged
TD Private Client Wealth LLC24$2.58K0.00%+20+500.0%Added
Strategic Investment Solutions, Inc.30$2.50K0.00%−20−40.0%Reduced
Raffa Wealth Management, LLC23$2.48K0.00%00.0%Unchanged
Hexagon Capital Partners LLC19$2.05K0.00%+11+137.5%Added
Cassady Schiller Wealth Management, LLC19$2.05K0.00%+14+280.0%Added
SJS Investment Consulting Inc.17$1.83K0.00%−1−5.6%Reduced
Clear Investment Research, LLC17$1.83K0.00%00.0%Unchanged
Mather Group, LLC.17$1.79K0.00%+12+240.0%Added
Park Place Capital Corp16$1.72K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC16$1.72K0.00%+16New
Continuum Advisory, LLC16$1.72K0.00%+16New
Zions Bancorporation, N.A.15$1.61K0.00%+9+150.0%Added
Whipplewood Advisors, LLC12$1.29K0.00%+12New
DiNuzzo Private Wealth, Inc.11$1.19K0.00%−2−15.4%Reduced
Sandy Spring Bank10$1.08K0.00%00.0%Unchanged
Raleigh Capital Management Inc.10$1.08K0.00%00.0%Unchanged
WealthTrak Capital Management LLC10$1.08K0.00%+10New
Horrell Capital Management, Inc.9$1.00K0.00%00.0%Unchanged
Winthrop Capital Management, LLC13$1.00K0.00%00.0%Unchanged
Private Trust Co NA8$8610.00%00.0%Unchanged
Principia Wealth Advisory, LLC7$7540.00%+7New
Stephens Consulting, LLC6$6470.00%00.0%Unchanged
Rise Advisors, LLC6$6460.00%−102−94.4%Reduced
PayPay Securities Corp6$6460.03%+2+50.0%Added
Tucker Asset Management LLC6$6460.00%+6New
Plante Moran Financial Advisors, LLC5$5380.00%−95−95.0%Reduced
WPG Advisers, LLC5$5380.00%+5New
Winnow Wealth LLC5$4870.00%+5New
Delta Asset Management LLC4$4310.00%00.0%Unchanged
Kohmann Bosshard Financial Services, LLC3$3230.00%+3New
Parkworth Wealth Management, Inc.2$2150.00%+2New
Core Alternative Capital1$1080.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC1$1080.00%+1New
Activest Wealth Management1$1080.00%+1New
Global Financial Private Client, LLC1$1080.00%+1New
Holocene Advisors, LP0$00.00%−627,689−100.0%Sold out
Renaissance Technologies LLC0$00.00%−171,900−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−105,515−100.0%Sold out
Walleye Trading LLC0$00.00%−76,758−100.0%Sold out
Twinbeech Capital LP0$00.00%−61,062−100.0%Sold out
IMC-Chicago, LLC0$00.00%−46,861−100.0%Sold out
Royal Fund Management, LLC0$00.00%−44,100−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−38,990−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−35,184−100.0%Sold out
Kadensa Capital Ltd0$00.00%−26,832−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−22,267−100.0%Sold out
Bailard, Inc.0$00.00%−21,891−100.0%Sold out
nVerses Capital, LLC0$00.00%−12,400−100.0%Sold out
Simplex Trading, LLC0$00.00%−11,605−100.0%Sold out
Seven Eight Capital, LP0$00.00%−11,455−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−11,357−100.0%Sold out
CenterBook Partners LP0$00.00%−11,315−100.0%Sold out
Firsthand Capital Management, Inc.0$00.00%−10,000−100.0%Sold out
XTX Topco Ltd0$00.00%−9,029−100.0%Sold out
Centiva Capital, LP0$00.00%−8,330−100.0%Sold out
Stonegate Investment Group, LLC0$00.00%−8,312−100.0%Sold out
Cercano Management LLC0$00.00%−7,464−100.0%Sold out
Teza Capital Management LLC0$00.00%−6,274−100.0%Sold out
Diversified Trust Co0$00.00%−5,824−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−5,449−100.0%Sold out
Andra AP-fonden0$00.00%−4,681−100.0%Sold out
National Philanthropic Trust0$00.00%−3,636−100.0%Sold out
CWM Advisors, LLC0$00.00%−3,550−100.0%Sold out