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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
STRS Ohio6,106$688.1K0.00%+6,106New
Putney Financial Group LLC6,192$697.8K0.73%+30+0.5%Added
Hennion & Walsh Asset Management, Inc.6,241$703.3K0.03%−67−1.1%Reduced
Bridgewater Advisors Inc.5,796$708.4K0.06%+5,796New
Caption Management, LLC6,300$709.9K0.03%+6,300New
Brinker Capital Investments, LLC6,372$718.1K0.01%+4,364+217.3%Added
Orion Portfolio Solutions, LLC6,372$718.1K0.01%+4,364+217.3%Added
Assenagon Asset Management S.A.6,458$727.8K0.00%+1,677+35.1%Added
Prime Capital Investment Advisors, LLC6,462$728.2K0.01%+456+7.6%Added
Meridian Wealth Management, LLC6,508$733.4K0.04%−509−7.3%Reduced
Pitcairn Co6,527$735.5K0.04%−740−10.2%Reduced
Mediolanum International Funds Ltd6,417$737.4K0.01%−2,830−30.6%Reduced
Brown Advisory Inc6,544$737.4K0.00%+4,263+186.9%Added
Envestnet Portfolio Solutions, Inc.6,597$743.4K0.00%−2,273−25.6%Reduced
Prelude Capital Management, LLC6,625$746.6K0.08%+6,625New
Stratos Wealth Partners, LTD.6,627$746.8K0.01%+44+0.7%Added
Empowered Funds, LLC6,656$750.1K0.01%+1,696+34.2%Added
Centiva Capital, LP6,682$753.0K0.04%+6,682New
Avantax Advisory Services, Inc.6,702$755.2K0.00%−483−6.7%Reduced
Thoma Capital Management LLC6,770$762.9K0.53%+80+1.2%Added
Western Wealth Management, LLC6,775$763.5K0.05%+6,775New
Vestmark Advisory Solutions, Inc.6,964$784.8K0.02%+2,812+67.7%Added
MYDA Advisors LLC7,000$788.8K0.28%−11,000−61.1%Reduced
Concurrent Investment Advisors, LLC7,019$791.0K0.02%+7,019New
Atria Wealth Solutions, Inc.7,042$793.6K0.01%−460−6.1%Reduced
LJI Wealth Management, LLC7,100$800.1K0.16%00.0%Unchanged
Change Path, LLC7,237$815.5K0.02%+255+3.7%Added
The PNC Financial Services Group, Inc.7,239$815.8K0.00%+1,163+19.1%Added
Altrafin AG7,275$819.8K0.32%+775+11.9%Added
Financial Advisory Service, Inc.7,292$821.7K0.07%−618−7.8%Reduced
Clarus Wealth Advisors7,431$836.4K0.45%+7,431New
Metis Global Partners, LLC7,496$844.7K0.02%+3,317+79.4%Added
BNP Paribas7,530$848.6K0.04%+2,950+64.4%Added
Ofi Invest Asset Management8,285$864.3K0.02%+3,237+64.1%Added
Institute for Wealth Management, LLC.7,681$865.6K0.11%−627−7.5%Reduced
Belpointe Asset Management LLC7,787$877.5K0.05%+7,787New
Fortis Capital Advisors, LLC7,787$877.5K0.18%+7,787New
Advisory Services Network, LLC7,922$892.8K0.02%+3,976+100.8%Added
Barings LLC8,025$904.3K0.02%−1,632−16.9%Reduced
MAI Capital Management8,052$907.4K0.01%−101−1.2%Reduced
OV Management LLC8,087$911.3K0.43%−57−0.7%Reduced
Royal Fund Management, LLC8,136$916.8K0.11%+8,136New
Capital Market Strategies LLC8,138$917.1K0.61%+2,127+35.4%Added
Peapack Gladstone Financial Corp8,280$933.0K0.01%+1,360+19.7%Added
Wellington Management Group LLP8,382$944.6K0.00%+2,452+41.3%Added
Scientech Research LLC8,481$955.7K0.25%+8,481New
Western Financial Corp8,527$960.9K0.56%−3,519−29.2%Reduced
Rakuten Investment Management, Inc.8,435$969.4K0.00%+8,435New
Keystone Wealth Services, LLC8,655$975.3K0.26%−693−7.4%Reduced
Knights of Columbus Asset Advisors LLC8,782$989.6K0.07%+1,125+14.7%Added
Advisory Resource Group8,795$991.1K0.20%−908−9.4%Reduced
Atlas Brown,Inc.8,847$997.0K0.35%+344+4.0%Added
Kentucky Retirement Systems Insurance Trust Fund8,854$997.8K0.07%+8,854New
Natixis9,080$1.00M0.01%−11,304−55.5%Reduced
Jones Financial Companies LLLP8,746$1.01M0.00%+3,722+74.1%Added
Virtue Capital Management, LLC8,949$1.01M0.12%+8,949New
Integrated Wealth Concepts LLC8,945$1.01M0.01%−123−1.4%Reduced
Green Alpha Advisors, LLC9,036$1.02M1.09%−501−5.3%Reduced
AXS Investments LLC9,095$1.02M0.28%+9,095New
Westwood Holdings Group Inc.9,285$1.05M0.01%−2,111−18.5%Reduced
Newbridge Financial Services Group, Inc.9,348$1.05M0.26%+2,788+42.5%Added
Everence Capital Management Inc9,380$1.06M0.07%+1,920+25.7%Added
Board of the Pension Protection Fund9,400$1.06M1.21%+9,400New
Ocean Capital Management, LLC9,608$1.08M0.26%+5,240+120.0%Added
BI Asset Management Fondsmaeglerselskab A/S9,801$1.10M0.01%−2,335−19.2%Reduced
Brandywine Managers, LLC9,906$1.12M1.34%00.0%Unchanged
Blueshift Asset Management, LLC9,908$1.12M0.44%+2,623+36.0%Added
Afg Fiduciary Services Limited Partnership9,954$1.12M0.82%−56−0.6%Reduced
Northwest & Ethical Investments L.P.9,969$1.12M0.03%+7,319+276.2%Added
Signaturefd, LLC10,062$1.13M0.02%−149−1.5%Reduced
Steel Peak Wealth Management LLC10,082$1.14M0.05%+46+0.5%Added
Portman Square Capital LLP10,122$1.14M0.16%+10,122New
Cresset Asset Management, LLC10,227$1.15M0.01%+190+1.9%Added
Semanteon Capital Management, LP10,250$1.16M0.63%+10,250New
Commerce Bank10,293$1.16M0.01%+20+0.2%Added
Capstone Investment Advisors, LLC10,306$1.16M0.01%+5,953+136.8%Added
Intech Investment Management LLC10,320$1.16M0.01%−3,922−27.5%Reduced
Titleist Asset Management, LLC10,330$1.16M0.14%−20,667−66.7%Reduced
SBI Securities Co., Ltd.10,342$1.17M0.04%−374−3.5%Reduced
Dynamic Technology Lab Private Ltd10,560$1.19M0.17%+990+10.3%Added
Proactive Wealth Strategies LLC10,615$1.20M0.64%−305−2.8%Reduced
Park Avenue Securities LLC10,652$1.20M0.01%+578+5.7%Added
Tokio Marine Asset Management Co Ltd10,688$1.20M0.04%00.0%Unchanged
Omers Administration Corp10,715$1.21M0.01%−1,763−14.1%Reduced
Joel Isaacson & Co., LLC10,875$1.23M0.06%+3,926+56.5%Added
Generali Asset Management SPA SGR10,989$1.24M0.03%+465+4.4%Added
Retireful, LLC10,929$1.26M1.21%+10,929New
National Bank of Canada11,200$1.26M0.00%+2,550+29.5%Added
Dakota Wealth Management11,268$1.27M0.03%+11,268New
Dai-Ichi Life Insurance Company, Ltd11,357$1.28M0.04%00.0%Unchanged
Maxi Investments CY Ltd11,457$1.29M0.26%+11,457New
Allstate Corp11,471$1.29M0.04%+2,537+28.4%Added
CWM, LLC11,692$1.32M0.01%+283+2.5%Added
Castle Rock Wealth Management, LLC11,714$1.33M0.36%−3,760−24.3%Reduced
Sanctuary Advisors, LLC11,825$1.33M0.01%−285−2.4%Reduced
Malaga Cove Capital, LLC12,037$1.36M0.59%+2,116+21.3%Added
Mission Wealth Management, LP12,093$1.36M0.03%+7,435+159.6%Added
Summit Trail Advisors, LLC12,104$1.36M0.04%+266+2.2%Added
Aigen Investment Management, LP12,119$1.37M0.22%+5,859+93.6%Added
Wealthedge Investment Advisors, LLC12,132$1.37M0.62%+4,755+64.5%Added