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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
HB Wealth Management, LLC3,094$348.7K0.00%+3,094New
Fox Run Management, L.L.C.3,115$351.0K0.05%−17,414−84.8%Reduced
Plato Investment Management Ltd3,082$351.1K0.03%−1,608−34.3%Reduced
SlateStone Wealth, LLC3,181$358.0K0.04%+119+3.9%Added
Kestra Private Wealth Services, LLC3,224$363.3K0.01%+241+8.1%Added
Wealthcare Advisory Partners LLC3,252$366.5K0.01%−267−7.6%Reduced
Palumbo Wealth Management LLC3,265$367.9K0.12%−382−10.5%Reduced
Ossiam3,279$369.5K0.01%−235−6.7%Reduced
Aequim Alternative Investments LP3,300$371.9K0.01%+3,300New
Left Brain Wealth Management, LLC3,305$372.4K0.16%+3,305New
HighPoint Advisor Group LLC3,049$372.7K0.02%−72−2.3%Reduced
Petrus Trust Company, LTA3,364$379.1K0.04%+465+16.0%Added
Keybank National Association3,416$384.9K0.00%+3,416New
Prospera Financial Services Inc3,458$389.7K0.01%−5−0.1%Reduced
GTS Securities LLC3,525$397.2K0.02%+3,525New
Siemens Fonds Invest GmbH3,532$398.0K0.03%+256+7.8%Added
Raiffeisen Bank International AG3,534$398.2K0.01%00.0%Unchanged
Mayflower Financial Advisors, LLC3,537$398.6K0.06%+1,355+62.1%Added
NewEdge Wealth, LLC3,543$399.3K0.01%−694−16.4%Reduced
Synergy Financial Group, LTD3,545$399.5K0.36%00.0%Unchanged
Brookstone Capital Management3,545$399.5K0.01%+719+25.4%Added
Grant Private Wealth Management Inc3,576$403.0K0.43%+3,576New
Independence Bank of Kentucky3,585$404.0K0.06%−1,150−24.3%Reduced
Atomi Financial Group, Inc.3,617$407.6K0.02%+651+21.9%Added
Coldstream Capital Management Inc3,620$407.9K0.01%+1,437+65.8%Added
Forum Financial Management, LP3,667$413.2K0.01%+932+34.1%Added
Diversify Wealth Management, LLC3,382$413.4K0.03%+835+32.8%Added
Independent Solutions Wealth Management, LLC3,829$431.5K0.10%+147+4.0%Added
Ring Mountain Capital, LLC3,860$435.0K0.33%−9,468−71.0%Reduced
Frontier Capital Management Co LLC3,871$436.2K0.00%−5,540−58.9%Reduced
Parallel Advisors, LLC3,871$436.3K0.01%+1,366+54.5%Added
Dark Forest Capital Management LP3,893$438.7K0.02%+3,893New
Main Street Financial Solutions, LLC3,929$442.8K0.04%+3,929New
Stock Yards Bank & Trust Co3,934$443.3K0.02%+215+5.8%Added
Yousif Capital Management, LLC3,969$447.3K0.01%+98+2.5%Added
Greycroft LP4,000$450.8K0.48%−2,000−33.3%Reduced
Central Pacific Bank - Trust Division4,033$454.5K0.06%+4,033New
Abn Amro Investment Solutions4,046$455.9K0.01%−202−4.8%Reduced
Ballentine Partners, LLC4,049$456.3K0.01%+671+19.9%Added
Meiji Yasuda Asset Management Co Ltd.4,050$456.4K0.02%00.0%Unchanged
BIT Capital GmbH4,129$465.3K0.06%+4,129New
Brighton Jones LLC4,173$470.3K0.02%+232+5.9%Added
Dorsey & Whitney Trust CO LLC4,237$477.5K0.03%+4,237New
Wealth Management Partners, LLC4,259$479.9K0.22%+710+20.0%Added
J.W. Cole Advisors, Inc.4,273$481.5K0.01%+552+14.8%Added
Pacific Capital Partners Ltd4,285$482.9K0.31%+4,285New
Resources Investment Advisors, LLC.4,300$484.6K0.01%+845+24.5%Added
Gerber Kawasaki Wealth & Investment Management4,350$490.2K0.02%−142−3.2%Reduced
Davis Capital Management4,350$490.2K0.39%00.0%Unchanged
Sequoia Financial Advisors, LLC4,457$502.3K0.00%+808+22.1%Added
Meeder Advisory Services, Inc.4,466$503.3K0.03%+1,546+52.9%Added
Cravens & Co Advisors, LLC4,496$506.7K0.39%−210−4.5%Reduced
Menard Financial Group LLC4,149$507.4K0.33%−18−0.4%Reduced
Daymark Wealth Partners, LLC4,505$507.7K0.02%−30−0.7%Reduced
Ellevest, Inc.4,534$510.9K0.03%−4−0.1%Reduced
GraniteShares Advisors LLC4,543$512.0K0.33%−1,273−21.9%Reduced
ASB Consultores, LLC4,555$513.3K0.33%+464+11.3%Added
Cynosure Management, LLC4,580$516.1K0.07%+1,252+37.6%Added
United Capital Financial Advisers, LLC4,660$525.1K0.00%+1,204+34.8%Added
Bank of Nova Scotia4,685$528.0K0.00%+4,685New
APG Asset Management US Inc.4,591$531.0K0.00%−4,989−52.1%Reduced
Harvest Fund Management Co., Ltd4,780$538.0K0.03%−5,282−52.5%Reduced
Wedmont Private Capital5,151$547.3K0.03%+1,269+32.7%Added
Coastal Investment Advisors, Inc.4,889$550.9K0.25%+4,889New
Emerald Advisers, LLC4,935$556.1K0.03%−274−5.3%Reduced
Gsa Capital Partners LLP4,945$557.0K0.05%+4,945New
Jefferies Financial Group Inc.4,963$559.3K0.01%+2,424+95.5%Added
Bryn Mawr Trust Co4,979$561.1K0.01%+2,463+97.9%Added
Encompass More Asset Management5,026$566.4K0.17%+5,026New
Robeco Institutional Asset Management B.V.5,038$567.7K0.00%−5,076−50.2%Reduced
Thoroughbred Financial Services, LLC5,046$568.0K0.04%+5,046New
Miracle Mile Advisors, LLC5,057$569.9K0.01%+1,068+26.8%Added
RSM US Wealth Management LLC5,105$575.3K0.01%+339+7.1%Added
Everhart Financial Group, Inc.5,199$585.9K0.08%+264+5.3%Added
Private Advisor Group, LLC5,203$586.3K0.00%−7,483−59.0%Reduced
Moneta Group Investment Advisors LLC5,254$592.0K0.01%+135+2.6%Added
Freestone Capital Holdings, LLC5,263$593.1K0.02%+98+1.9%Added
Van Hulzen Asset Management, LLC5,325$600.1K0.05%−1,470−21.6%Reduced
Magnetar Financial LLC5,335$601.2K0.01%+5,335New
Corebridge Financial, Inc.5,407$609.3K0.00%−123−2.2%Reduced
D. E. Shaw & Co., Inc.5,445$613.6K0.00%+5,445New
Guggenheim Capital LLC5,509$620.8K0.01%−1,077−16.4%Reduced
V2 Financial group LLC5,516$621.6K0.40%+5,516New
DC Investments Management, LLC5,532$623.4K0.32%−2,586−31.9%Reduced
Prudential PLC5,612$632.4K0.00%00.0%Unchanged
Hilltop Holdings Inc.5,643$635.9K0.04%+5,643New
Kirtland Hills Capital Management, LLC5,899$636.5K0.39%+5,899New
LRT Capital Management, LLC5,706$643.0K0.44%+5,706New
Boothbay Fund Management, LLC5,792$652.7K0.02%+5,792New
UniSuper Management Pty Ltd5,800$653.6K0.00%00.0%Unchanged
Group One Trading, L.P.5,807$654.4K0.03%−53,789−90.3%Reduced
Miller Financial Services LLC5,862$660.6K0.95%+1,729+41.8%Added
Vestcor Inc5,896$664.0K0.02%+12+0.2%Added
Driehaus Capital Management LLC5,894$664.2K0.01%+527+9.8%Added
Triglav Skladi, D.O.O.6,000$676.1K0.06%−3,000−33.3%Reduced
Sphera Management Technology Funds Ltd6,000$676.1K0.54%−2,909−32.7%Reduced
Wexford Capital LP6,000$676.1K0.18%+6,000New
Calamos Advisors LLC6,000$676.1K0.00%+6,000New
Sender Co & Partners, Inc.6,080$685.2K0.51%+6,080New
Bank of Hawaii6,093$686.6K0.04%+6,093New