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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, 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: $29.8B
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, 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
Boston Private Wealth LLC1,835$206.8K0.01%+1,835New
KPP Advisory Services LLC1,836$206.9K0.04%−65−3.4%Reduced
Rockbridge Investment Management, LCC1,854$208.9K0.02%+1,854New
Larson Financial Group LLC1,865$210.2K0.01%+1,322+243.5%Added
Baader Bank INC2,364$210.6K0.02%+2,364New
AE Wealth Management LLC1,879$211.8K0.00%+1,879New
Hudson Bay Capital Management LP1,880$211.9K0.00%+1,880New
Aaron Wealth Advisors1,886$212.5K0.02%−92−4.7%Reduced
Flagship Harbor Advisors, LLC1,896$213.7K0.01%−265−12.3%Reduced
Pinnacle Wealth Management Advisory Group, LLC1,910$215.2K0.02%+1,910New
Kingswood Wealth Advisors, LLC1,918$216.1K0.02%+1,918New
Peak Asset Management, LLC1,920$216.4K0.04%−1,177−38.0%Reduced
Graypoint LLC1,925$216.9K0.01%+1,925New
Equitable Holdings, Inc.1,926$217.0K0.00%−451−19.0%Reduced
Alamea Verwaltungs GmbH1,929$217.4K0.19%+1,929New
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna1,935$218.1K0.10%+1,405+265.1%Added
Dynamic Advisor Solutions LLC1,982$223.4K0.01%+1,982New
Arrowpoint Investment Partners (Singapore) Pte. Ltd.1,994$224.7K0.10%+1,994New
Strategic Blueprint, LLC2,000$225.4K0.01%−462−18.8%Reduced
Pacific Wealth Strategies Group, Inc.2,000$225.4K0.17%00.0%Unchanged
Birchcreek Wealth Management, LLC2,000$225.4K0.14%00.0%Unchanged
Sowell Financial Services LLC2,010$226.5K0.01%+2,010New
ICONIQ Capital, LLC2,010$226.5K0.00%+2,010New
Sterling Investment Advisors, Ltd.2,018$227.4K0.05%00.0%Unchanged
Quent Capital, LLC2,032$229.0K0.02%+111+5.8%Added
Shell Asset Management Co2,032$229.0K0.01%00.0%Unchanged
FineMark National Bank & Trust2,041$230.0K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC2,054$231.5K0.00%+60+3.0%Added
JT Stratford LLC2,062$232.4K0.04%−770−27.2%Reduced
Bridges Investment Management Inc2,074$233.7K0.00%+2,074New
Avestar Capital, LLC2,083$234.7K0.02%+2,083New
SeaCrest Wealth Management, LLC2,083$234.7K0.03%+2,083New
EP Wealth Advisors, LLC2,101$236.8K0.00%−100−4.5%Reduced
Axq Capital, LP2,101$236.8K0.09%+2,101New
Full Sail Capital, LLC2,108$237.6K0.02%+8+0.4%Added
Silvercrest Asset Management Group LLC2,115$238.3K0.00%+2,115New
Axxcess Wealth Management, LLC2,118$238.7K0.01%−54−2.5%Reduced
Nomura Holdings Inc2,119$238.8K0.00%−37,374−94.6%Reduced
Panagora Asset Management Inc2,146$241.8K0.00%−12−0.6%Reduced
Rakuten Securities, Inc.2,156$243.0K0.12%+1,298+151.3%Added
Calamos Wealth Management LLC2,166$244.1K0.01%−1,000−31.6%Reduced
Liberty One Investment Management, LLC2,175$245.1K0.02%+48+2.3%Added
Mirae Asset Global ETFs Holdings Ltd.2,218$249.9K0.00%00.0%Unchanged
Van Eck Associates Corp2,216$250.0K0.00%−31,756−93.5%Reduced
Chicago Partners Investment Group LLC2,067$251.6K0.01%−462−18.3%Reduced
Frank, Rimerman Advisors LLC2,243$252.8K0.02%+2,243New
Capital Asset Advisory Services LLC2,118$253.2K0.01%−54−2.5%Reduced
Sigma Planning Corp2,284$257.4K0.01%−328−12.6%Reduced
Tiaa Trust, National Association2,285$257.5K0.00%−88,274−97.5%Reduced
Livforsakringsbolaget Skandia, Omsesidigt2,296$258.6K0.01%00.0%Unchanged
Challenger Wealth Management2,300$259.2K0.21%00.0%Unchanged
Truvestments Capital LLC2,318$261.2K0.06%+2,318New
Premier Path Wealth Partners, LLC2,323$261.8K0.04%+306+15.2%Added
Whittier Trust Co of Nevada Inc2,324$261.9K0.01%00.0%Unchanged
Evoke Wealth, LLC2,324$261.9K0.01%+95+4.3%Added
Mount Lucas Management LP2,373$267.4K0.13%+2,373New
Harbour Investments, Inc.2,381$268.3K0.01%+34+1.4%Added
International Assets Investment Management, LLC2,381$268.3K0.02%+266+12.6%Added
Avant Financial Advisors LLC2,400$270.5K0.25%00.0%Unchanged
Kovack Advisors, Inc.2,415$272.1K0.03%+15+0.6%Added
Umb Bank N A2,447$275.8K0.00%+5+0.2%Added
Mount Yale Investment Advisors, LLC2,447$275.8K0.02%+2,447New
Merit Financial Group, LLC2,458$277.0K0.00%+2,458New
SummitTX Capital, L.P.2,485$280.0K0.01%+2,485New
Bokf, NA2,500$281.7K0.00%00.0%Unchanged
Kazazian Asset Management, LLC2,500$281.7K0.23%00.0%Unchanged
Personal Cfo Solutions, LLC2,521$284.1K0.06%+49+2.0%Added
Pinnacle Associates Ltd2,547$287.0K0.00%+2,547New
Sherbrooke Park Advisers LLC2,579$290.6K0.14%+2,579New
PDT Partners, LLC2,592$292.1K0.02%−16,934−86.7%Reduced
Huntleigh Advisors, Inc.2,604$293.4K0.05%−17−0.6%Reduced
Sagespring Wealth Partners, LLC2,624$295.7K0.01%+2,624New
Crossmark Global Holdings, Inc.2,635$296.9K0.01%+230+9.6%Added
Versor Investments LP2,637$297.2K0.05%+2,637New
Oppenheimer Asset Management Inc.2,662$300.0K0.00%−1,205−31.2%Reduced
Clarendon Private LLC2,723$306.9K0.32%00.0%Unchanged
Cardiff Park Advisors, LLC2,726$307.2K0.03%+235+9.4%Added
Souders Financial Advisors2,761$311.1K0.04%−1,421−34.0%Reduced
Gill Capital Partners, LLC2,761$311.1K0.11%+79+2.9%Added
Qtron Investments LLC2,793$314.7K0.05%−2,965−51.5%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,800$315.5K0.00%−810−22.4%Reduced
TCG Advisory Services, LLC2,804$316.0K0.01%+2,804New
Sovran Advisors, LLC2,990$322.6K0.04%+931+45.2%Added
Cary Street Partners Financial LLC2,863$322.6K0.01%+652+29.5%Added
Krane Funds Advisors LLC2,874$323.9K0.01%+747+35.1%Added
Camden Capital, LLC2,893$326.0K0.03%+13+0.5%Added
Archer Investment Corp2,900$326.8K0.08%−2,970−50.6%Reduced
National Asset Management, Inc.2,917$328.7K0.01%−3,152−51.9%Reduced
Pallas Capital Advisors LLC2,926$329.7K0.01%+151+5.4%Added
Allworth Financial LP2,781$330.6K0.00%−73−2.6%Reduced
Apollon Wealth Management, LLC2,935$330.7K0.01%−55−1.8%Reduced
Impact Asset Management GmbH2,977$335.5K0.13%−550−15.6%Reduced
Farmers Trust Co3,000$338.1K0.06%00.0%Unchanged
Aspiriant, LLC3,010$339.2K0.01%−825−21.5%Reduced
Diversified Trust Co3,011$339.3K0.01%+3,011New
XTX Topco Ltd3,034$341.9K0.02%+3,034New
Cigna Investments Inc3,039$342.0K0.06%00.0%Unchanged
Fedenia Advisers LLC3,070$346.0K0.22%+205+7.2%Added
Teza Capital Management LLC3,081$347.2K0.16%+3,081New
Powell Investment Advisors, LLC3,083$347.4K0.17%00.0%Unchanged