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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.

Q1 2025 vs. Q4 2024

How the institutions holding Cloudflare, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of NET: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders77214872+114
Shares263.8M797.9K264.1M+1.11M (+0.4%)
Value$28.4B$86.0M$29.8B+$1.42B (+5.0%)

14 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (190)

Institutions that held Cloudflare, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Showing the largest 100 of 190 by value.

Institutions new to NET in Q1 2025
InstitutionSharesValue% of portfolio
Qube Research & Technologies Ltd1,270,548$143.2M0.22%
Voloridge Investment Management, LLC804,645$90.7M0.34%
Nuveen, LLC782,707$88.2M0.03%
Select Equity Group, L.P.643,143$72.5M0.32%
Artisan Partners Limited Partnership480,003$54.1M0.09%
Alfreton Capital LLP430,000$48.5M15.39%
Allspring Global Investments Holdings, LLC344,957$39.9M0.07%
Twinbeech Capital LP328,156$37.0M0.67%
Massachusetts Financial Services Co318,705$35.9M0.01%
Federated Hermes, Inc.190,455$21.5M0.05%
Aquatic Capital Management LLC170,568$19.2M0.49%
Twin Tree Management, LP108,012$12.2M0.27%
Quadrature Capital Ltd99,579$11.2M0.25%
BOCHK Asset Management Ltd97,155$10.9M6.16%
Tudor Investment Corp Et Al91,525$10.3M0.09%
Cubist Systematic Strategies, LLC80,844$9.11M0.12%
Jump Financial, LLC72,057$8.12M0.12%
Point72 Hong Kong Ltd66,065$7.44M0.53%
Walleye Trading LLC50,973$5.74M0.16%
Ilmarinen Mutual Pension Insurance Co50,000$5.63M0.05%
Andra AP-fonden45,697$5.15M0.08%
FORA Capital, LLC45,082$5.08M0.52%
AMJ Financial Wealth Management44,161$4.98M1.49%
Y-Intercept (Hong Kong) Ltd40,503$4.56M0.31%
Union Bancaire Privee, UBP SA40,846$4.51M0.09%
KP Management LLC35,286$3.98M1.53%
Banque Cantonale Vaudoise32,601$3.67M0.16%
OP Asset Management Ltd32,446$3.66M0.06%
Point72 (DIFC) Ltd30,008$3.38M0.33%
Oribel Capital Management, LP29,100$3.28M0.41%
Estate Counselors, LLC28,025$3.16M0.33%
IMC-Chicago, LLC27,699$3.12M0.12%
Entropy Technologies, LP26,044$2.93M0.29%
Sciencast Management LP25,800$2.91M0.67%
SPX Equities Gestao de Recursos Ltda25,000$2.82M0.36%
Main Management ETF Advisors, LLC24,514$2.76M0.18%
Soros Fund Management LLCSuperinvestorSoros Fund Management22,951$2.59M0.05%
Moody Lynn & Lieberson, LLC20,936$2.36M0.15%
Kentucky Retirement Systems20,788$2.34M0.07%
ASR Vermogensbeheer N.V.19,542$2.20M0.03%
Silvant Capital Management LLC19,327$2.18M0.10%
Donoghue Forlines LLC18,856$2.12M0.67%
AG2R la Mondiale Gestion D'Actifs12,264$2.03M0.11%
Sona Asset Management (US) LLC17,600$1.98M0.08%
Aster Capital Management (DIFC) Ltd12,509$1.82M0.34%
Bayesian Capital Management, LP15,884$1.79M0.30%
Ilex Capital Partners (UK) LLP15,140$1.71M0.07%
Soviero Asset Management, LP15,000$1.69M1.97%
Numerai GP LLC14,505$1.63M0.31%
Black Swift Group, LLC14,350$1.62M0.37%
Hancock Whitney Corp13,410$1.51M0.05%
Connective Capital Management, LLC12,682$1.43M1.32%
Maxi Investments CY Ltd11,457$1.29M0.26%
Dakota Wealth Management11,268$1.27M0.03%
Retireful, LLC10,929$1.26M1.21%
Semanteon Capital Management, LP10,250$1.16M0.63%
Portman Square Capital LLP10,122$1.14M0.16%
Board of the Pension Protection Fund9,400$1.06M1.21%
AXS Investments LLC9,095$1.02M0.28%
Virtue Capital Management, LLC8,949$1.01M0.12%
Kentucky Retirement Systems Insurance Trust Fund8,854$997.8K0.07%
Rakuten Investment Management, Inc.8,435$969.4K0.00%
Scientech Research LLC8,481$955.7K0.25%
Royal Fund Management, LLC8,136$916.8K0.11%
Belpointe Asset Management LLC7,787$877.5K0.05%
Fortis Capital Advisors, LLC7,787$877.5K0.18%
Clarus Wealth Advisors7,431$836.4K0.45%
Concurrent Investment Advisors, LLC7,019$791.0K0.02%
Western Wealth Management, LLC6,775$763.5K0.05%
Centiva Capital, LP6,682$753.0K0.04%
Prelude Capital Management, LLC6,625$746.6K0.08%
Caption Management, LLC6,300$709.9K0.03%
Bridgewater Advisors Inc.5,796$708.4K0.06%
STRS Ohio6,106$688.1K0.00%
Bank of Hawaii6,093$686.6K0.04%
Sender Co & Partners, Inc.6,080$685.2K0.51%
Wexford Capital LP6,000$676.1K0.18%
Calamos Advisors LLC6,000$676.1K0.00%
Boothbay Fund Management, LLC5,792$652.7K0.02%
LRT Capital Management, LLC5,706$643.0K0.44%
Kirtland Hills Capital Management, LLC5,899$636.5K0.39%
Hilltop Holdings Inc.5,643$635.9K0.04%
V2 Financial group LLC5,516$621.6K0.40%
D. E. Shaw & Co., Inc.5,445$613.6K0.00%
Magnetar Financial LLC5,335$601.2K0.01%
Thoroughbred Financial Services, LLC5,046$568.0K0.04%
Encompass More Asset Management5,026$566.4K0.17%
Gsa Capital Partners LLP4,945$557.0K0.05%
Coastal Investment Advisors, Inc.4,889$550.9K0.25%
Bank of Nova Scotia4,685$528.0K0.00%
Pacific Capital Partners Ltd4,285$482.9K0.31%
Dorsey & Whitney Trust CO LLC4,237$477.5K0.03%
BIT Capital GmbH4,129$465.3K0.06%
Central Pacific Bank - Trust Division4,033$454.5K0.06%
Main Street Financial Solutions, LLC3,929$442.8K0.04%
Dark Forest Capital Management LP3,893$438.7K0.02%
Grant Private Wealth Management Inc3,576$403.0K0.43%
GTS Securities LLC3,525$397.2K0.02%
Keybank National Association3,416$384.9K0.00%
Left Brain Wealth Management, LLC3,305$372.4K0.16%

Sold out (76)

Institutions that held Cloudflare, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of NET in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Optimus Prime Fund Management Co., Ltd.845,000$91.0M
SW Investment Management LLC400,000$43.1M
Cinctive Capital Management LP121,891$13.1M
Generate Investment Management Ltd120,229$12.9M
Caisse de Depot Et Placement du Quebec98,002$10.6M
ExodusPoint Capital Management, LP86,218$9.28M
Woodline Partners LP61,646$6.64M
Proem Advisors LLC50,000$5.38M
Alight Capital Management LP40,000$4.31M
Fieldview Capital Management, LLC38,492$4.14M
Elo Mutual Pension Insurance Co26,023$2.80M
Groupama Asset Managment–$2.40M
Jupiter Asset Management Ltd20,015$2.16M
Ardsley Advisory Partners LP20,000$2.14M
Wolverine Trading, LLC17,219$1.88M
Old Well Partners, LLC14,400$1.55M
Virtu Financial LLC13,912$1.50M
United Advisor Group, LLC12,975$1.40M
Polymer Capital Management (HK) LTD12,541$1.35M
Bradley Foster & Sargent Inc12,000$1.29M
Bryce Point Capital, LLC11,820$1.27M
WCG Wealth Advisors LLC11,126$1.20M
Tairen Capital Ltd10,000$1.08M
Atom Investors LP9,885$1.06M
Meitav Dash Investments Ltd9,740$1.06M
Quantitative Investment Management, LLC8,328$896.0K
Achmea Investment Management B.V.8,279$892.0K
Harbor Capital Advisors, Inc.8,054$867.0K
Texas Treasury Safekeeping Trust Co7,926$853.0K
LVW Advisors, LLC6,668$718.0K
Clare Market Investments LLC6,515$701.5K
Moloney Securities Asset Management, LLC5,725$616.5K
Rathbone Brothers plc5,601$603.1K
Flow Traders U.S. LLC5,497$592.0K
Graham Capital Management, L.P.5,419$583.5K
Proequities, Inc.4,694$577.8K
Moore Capital Management, LP5,244$564.7K
Bleakley Financial Group, LLC4,199$452.2K
Voleon Capital Management LP3,976$428.1K
Terry L. Blaker3,648$392.8K
Harvest Investment Services, LLC3,595$387.1K
Optiver Holding B.V.3,384$364.4K
Nkcfo LLC3,000$323.0K
Two Sigma Securities, LLC2,963$319.1K
Farringdon Capital, Ltd.2,922$314.6K
Baxter Bros Inc2,750$296.1K
E Fund Management Co., Ltd.2,569$276.6K
Keystone Investors Pte Ltd2,465$265.4K
Bridgefront Capital, LLC2,255$242.8K
IPG Investment Advisors LLC2,220$239.1K
Savant Capital, LLC2,197$236.6K
Oversea-Chinese Banking CORP Ltd2,088$231.0K
Campbell & CO Investment Adviser LLC2,115$227.7K
Marex Group plc1,913$206.0K
Point72 Asia (Singapore) Pte. Ltd.1,513$162.9K
Oarsman Capital, Inc.760$81.8K
Financial Life Planners756$81.4K
Tobam525$57.0K
Credit Industriel Et Commercial360$38.8K
Venturi Wealth Management, LLC269$29.0K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC198$21.3K
Global X Japan Co., Ltd.155$16.7K
New Wave Wealth Advisors LLC130$14.0K
FPC Investment Advisory, Inc.72$9.96K
Elequin Capital LP73$7.86K
Vista Private Wealth Partners. LLC53$5.71K
Bank of Jackson Hole Trust50$5.38K
Hall Laurie J Trustee50$5.00K
VSM Wealth Advisory, LLC45$4.85K
Tradewinds Capital Management, LLC30$3.23K
Brown, Lisle/Cummings, Inc.30$3.23K
Valued Wealth Advisors LLC25$2.69K
Raleigh Capital Management Inc.10$1.08K
Winthrop Capital Management, LLC13$1.00K
Tucker Asset Management LLC6$646
Kohmann Bosshard Financial Services, LLC3$323

Not filed for Q1 2025 yet (14)

Institutions that held Cloudflare, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.