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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 $75.0B in total; superinvestors ARK Invest and Soros Fund Management hold it.

13F holders, Q1 2025

Institutional positions in Cloudflare, Inc. as of Mar 31, 2025. 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
872
+114 vs. Q4 2024
Shares held
264.1M
+1.11M (+0.4%) vs. Q4 2024
Total value
$29.8B
+$1.42B (+5.0%) vs. Q4 2024
New holders
190
344 more added
Sold out
76
238 more reduced

14 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 872 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 heldQ1 2025: $30.1B
Q1 2021: $13.7BQ2 2021: $22.6BQ3 2021: $24.6BQ4 2021: $29.8BQ1 2022: $28.0BQ2 2022: $10.4BQ3 2022: $12.9BQ4 2022: $11.0BQ1 2023: $16.2BQ2 2023: $16.0BQ3 2023: $15.8BQ4 2023: $23.3BQ1 2024: $29.6BQ2 2024: $21.2BQ3 2024: $20.8BQ4 2024: $28.4BQ1 2025: $30.1BQ2 2025: $54.6BQ3 2025: $61.4BQ4 2025: $54.9BQ1 2026: $57.1BQ2 2026: $75.0B
Institutions holding NET and their total value by quarter
QuarterHoldersValue
Q2 20261,228$75.0B
Q1 20261,139$57.1B
Q4 20251,091$54.9B
Q3 20251,039$61.4B
Q2 2025947$54.6B
Q1 2025872$30.1B
Q4 2024772$28.4B
Q3 2024680$20.8B
Q2 2024652$21.2B
Q1 2024709$29.6B
Q4 2023678$23.3B
Q3 2023573$15.8B
Q2 2023560$16.0B
Q1 2023572$16.2B
Q4 2022550$11.0B
Q3 2022563$12.9B
Q2 2022550$10.4B
Q1 2022641$28.0B
Q4 2021681$29.8B
Q3 2021620$24.6B
Q2 2021537$22.6B
Q1 2021507$13.7B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q4 2024.

Institutions holding NET in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
C M Bidwell & Associates Ltd121$13.6K0.01%00.0%Unchanged
Wiser Advisor Group LLC121$13.6K0.02%+96+384.0%Added
WPG Advisers, LLC121$13.6K0.01%+116+2,320.0%Added
Ravenstone Capital Management Inc.125$14.1K0.01%−275−68.8%Reduced
Bell Investment Advisors, Inc126$14.2K0.00%+11+9.6%Added
New Millennium Group LLC138$15.6K0.01%00.0%Unchanged
WealthCollab, LLC143$16.1K0.01%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.145$16.3K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC145$16.3K0.00%+145New
Mark Sheptoff Financial Planning, LLC150$16.9K0.01%00.0%Unchanged
Cohen & Steers, Inc.149$17.0K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.156$17.0K0.01%+156New
Rothschild Investment LLC156$17.6K0.00%+1+0.6%Added
Quarry LP174$19.6K0.01%+174New
Meeder Asset Management Inc185$20.8K0.00%−2−1.1%Reduced
Stonebridge Financial Group, LLC200$22.5K0.00%00.0%Unchanged
REAP Financial Group, LLC200$22.5K0.01%00.0%Unchanged
Hemington Wealth Management209$23.0K0.00%+4+2.0%Added
Bogart Wealth, LLC213$24.0K0.00%+13+6.5%Added
Mather Group, LLC.219$24.6K0.00%+202+1,188.2%Added
Huntington National Bank228$25.7K0.00%+10+4.6%Added
FIL Ltd234$26.4K0.00%+4+1.7%Added
Edmond de Rothschild Holding S.A.238$26.8K0.00%00.0%Unchanged
NBC Securities, Inc.248$27.0K0.00%+248New
True Wealth Design, LLC243$27.4K0.01%+18+8.0%Added
Aspect Partners, LLC250$28.2K0.02%00.0%Unchanged
Kestra Investment Management, LLC254$28.6K0.00%+254New
GPS Wealth Strategies Group, LLC257$29.0K0.00%+175+213.4%Added
Massmutual Trust Co FSB265$29.9K0.00%+142+115.4%Added
Riverview Trust Co274$30.9K0.03%−6−2.1%Reduced
Stonehage Fleming Financial Services Holdings Ltd301$33.9K0.00%00.0%Unchanged
AdvisorNet Financial, Inc320$36.1K0.00%+100+45.5%Added
Game Plan Financial Advisors, LLC350$39.4K0.02%00.0%Unchanged
CoreCap Advisors, LLC374$42.1K0.00%−180−32.5%Reduced
Global Financial Private Client, LLC382$43.0K0.02%+381+38,100.0%Added
CVA Family Office, LLC392$44.2K0.01%+106+37.1%Added
Quadrant Capital Group LLC412$46.4K0.00%+37+9.9%Added
Fifth Third Bancorp441$49.7K0.00%+207+88.5%Added
First Horizon Advisors, Inc.451$50.8K0.00%+305+208.9%Added
SRS Capital Advisors, Inc.451$50.8K0.00%+345+325.5%Added
Richard W. Paul & Associates, LLC456$51.4K0.02%−265−36.8%Reduced
ORG Partners LLC445$51.4K0.01%+323+264.8%Added
TFC Financial Management458$51.6K0.01%00.0%Unchanged
Park Square Financial Group, LLC478$53.9K0.04%−44−8.4%Reduced
Pingora Partners LLC500$56.3K0.04%00.0%Unchanged
Headlands Technologies LLC509$57.4K0.01%+509New
Keystone Global Partners, LLC563$63.4K0.04%+563New
Ronald Blue Trust, Inc.574$64.7K0.00%+41+7.7%Added
Whittier Trust Co602$67.8K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp608$68.5K0.07%−2−0.3%Reduced
Adalta Capital Management LLC615$69.3K0.04%00.0%Unchanged
South State Corp.618$69.6K0.00%+498+415.0%Added
TD Private Client Wealth LLC630$71.0K0.00%+606+2,525.0%Added
EverSource Wealth Advisors, LLC633$71.3K0.00%+183+40.7%Added
Fourth Dimension Wealth, LLC641$72.2K0.03%00.0%Unchanged
Versant Capital Management, Inc655$73.8K0.01%+106+19.3%Added
Creative Financial Designs Inc657$74.0K0.01%+7+1.1%Added
LMR Partners LLP696$78.4K0.00%−109,304−99.4%Reduced
Caitong International Asset Management Co., Ltd703$79.2K0.06%+703New
Financial Perspectives, Inc778$87.7K0.03%00.0%Unchanged
GeoWealth Management, LLC779$87.8K0.00%+196+33.6%Added
Sandy Spring Bank800$90.2K0.00%+790+7,900.0%Added
Tower Research Capital LLC (TRC)824$92.9K0.00%−1,723−67.6%Reduced
PGGM Investments899$101.0K0.00%+899New
FNY Investment Advisers, LLC920$103.0K0.06%+920New
Hollencrest Capital Management941$106.0K0.00%+870+1,225.4%Added
Spire Wealth Management962$108.4K0.00%+95+11.0%Added
IMA Wealth, Inc.996$112.2K0.01%+996New
Ramirez Asset Management, Inc.1,000$112.7K0.02%−100−9.1%Reduced
Sava Infond d.o.o.1,000$112.7K0.02%+400+66.7%Added
Sterling Capital Management LLC1,021$115.1K0.00%−3,817−78.9%Reduced
Security National Bank1,048$118.1K0.02%+1,048New
Clearstead Advisors, LLC1,083$122.0K0.00%+46+4.4%Added
GAMMA Investing LLC1,093$123.2K0.01%+508+86.8%Added
Covestor Ltd1,099$124.0K0.08%−103−8.6%Reduced
Capula Management Ltd1,109$125.0K0.00%+450+68.3%Added
Manchester Capital Management LLC1,123$126.6K0.02%00.0%Unchanged
MCF Advisors LLC1,139$128.4K0.01%00.0%Unchanged
Westpac Banking Corp1,206$135.9K0.01%−693−36.5%Reduced
Ostrum Asset Management1,215$136.9K0.01%−32−2.6%Reduced
Lindbrook Capital, LLC1,280$144.2K0.01%+500+64.1%Added
Centaurus Financial, Inc.1,304$147.0K0.01%+105+8.8%Added
Ameliora Wealth Management Ltd.1,311$147.7K0.06%00.0%Unchanged
Private Trust Co NA1,345$151.6K0.02%+1,337+16,712.5%Added
Smartleaf Asset Management LLC1,320$151.7K0.01%+77+6.2%Added
Lazard Asset Management LLC1,377$155.0K0.00%+919+200.7%Added
Gordian Capital Singapore Pte Ltd1,400$160.9K0.10%+1,000+250.0%Added
Sunbelt Securities, Inc.1,496$168.6K0.02%00.0%Unchanged
Skopos Labs, Inc.1,503$169.4K0.04%+162+12.1%Added
TD Waterhouse Canada Inc.1,492$172.6K0.00%−420−22.0%Reduced
IFP Advisors, Inc1,544$174.5K0.01%−98−6.0%Reduced
Advisors Asset Management, Inc.1,568$176.7K0.00%+124+8.6%Added
Montag A & Associates Inc1,645$185.4K0.01%+143+9.5%Added
Howard Capital Management Inc.1,782$200.8K0.01%−273−13.3%Reduced
Mutual Advisors, LLC1,674$202.6K0.01%+1,674New
Fiduciary Planning LLC1,800$202.8K0.07%+1,800New
Lodestone Wealth Management LLC1,823$205.4K0.11%+1,823New
Principal Securities, Inc.1,914$206.1K0.00%00.0%Unchanged
Accel Wealth Management1,830$206.2K0.07%+1,830New
Kingsview Wealth Management, LLC1,832$206.5K0.00%+1,832New