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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,228 | $69.8B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.8B |
| Q3 2025 | 1,039 | $59.1B |
| Q2 2025 | 947 | $54.3B |
| Q1 2025 | 872 | $29.8B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $20.7B |
| Q2 2024 | 652 | $21.1B |
| Q1 2024 | 709 | $24.2B |
| Q4 2023 | 678 | $20.7B |
| Q3 2023 | 573 | $15.8B |
| Q2 2023 | 560 | $16.0B |
| Q1 2023 | 572 | $15.1B |
| Q4 2022 | 550 | $10.9B |
| Q3 2022 | 563 | $12.9B |
| Q2 2022 | 550 | $10.3B |
| Q1 2022 | 641 | $28.0B |
| Q4 2021 | 681 | $29.8B |
| Q3 2021 | 620 | $24.6B |
| Q2 2021 | 537 | $22.6B |
| Q1 2021 | 507 | $13.7B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Portman Square Capital LLP | 10,122 | $1.14M | 0.16% | +10,122 | New |
| Steel Peak Wealth Management LLC | 10,082 | $1.14M | 0.05% | +46+0.5% | Added |
| Signaturefd, LLC | 10,062 | $1.13M | 0.02% | −149−1.5% | Reduced |
| Northwest & Ethical Investments L.P. | 9,969 | $1.12M | 0.03% | +7,319+276.2% | Added |
| Afg Fiduciary Services Limited Partnership | 9,954 | $1.12M | 0.82% | −56−0.6% | Reduced |
| Blueshift Asset Management, LLC | 9,908 | $1.12M | 0.44% | +2,623+36.0% | Added |
| Brandywine Managers, LLC | 9,906 | $1.12M | 1.34% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 9,801 | $1.10M | 0.01% | −2,335−19.2% | Reduced |
| Ocean Capital Management, LLC | 9,608 | $1.08M | 0.26% | +5,240+120.0% | Added |
| Board of the Pension Protection Fund | 9,400 | $1.06M | 1.21% | +9,400 | New |
| Everence Capital Management Inc | 9,380 | $1.06M | 0.07% | +1,920+25.7% | Added |
| Newbridge Financial Services Group, Inc. | 9,348 | $1.05M | 0.26% | +2,788+42.5% | Added |
| Westwood Holdings Group Inc. | 9,285 | $1.05M | 0.01% | −2,111−18.5% | Reduced |
| AXS Investments LLC | 9,095 | $1.02M | 0.28% | +9,095 | New |
| Green Alpha Advisors, LLC | 9,036 | $1.02M | 1.09% | −501−5.3% | Reduced |
| Integrated Wealth Concepts LLC | 8,945 | $1.01M | 0.01% | −123−1.4% | Reduced |
| Virtue Capital Management, LLC | 8,949 | $1.01M | 0.12% | +8,949 | New |
| Jones Financial Companies LLLP | 8,746 | $1.01M | 0.00% | +3,722+74.1% | Added |
| Natixis | 9,080 | $1.00M | 0.01% | −11,304−55.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,854 | $997.8K | 0.07% | +8,854 | New |
| Atlas Brown,Inc. | 8,847 | $997.0K | 0.35% | +344+4.0% | Added |
| Advisory Resource Group | 8,795 | $991.1K | 0.20% | −908−9.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 8,782 | $989.6K | 0.07% | +1,125+14.7% | Added |
| Keystone Wealth Services, LLC | 8,655 | $975.3K | 0.26% | −693−7.4% | Reduced |
| Rakuten Investment Management, Inc. | 8,435 | $969.4K | 0.00% | +8,435 | New |
| Western Financial Corp | 8,527 | $960.9K | 0.56% | −3,519−29.2% | Reduced |
| Scientech Research LLC | 8,481 | $955.7K | 0.25% | +8,481 | New |
| Wellington Management Group LLP | 8,382 | $944.6K | 0.00% | +2,452+41.3% | Added |
| Peapack Gladstone Financial Corp | 8,280 | $933.0K | 0.01% | +1,360+19.7% | Added |
| Capital Market Strategies LLC | 8,138 | $917.1K | 0.61% | +2,127+35.4% | Added |
| Royal Fund Management, LLC | 8,136 | $916.8K | 0.11% | +8,136 | New |
| OV Management LLC | 8,087 | $911.3K | 0.43% | −57−0.7% | Reduced |
| MAI Capital Management | 8,052 | $907.4K | 0.01% | −101−1.2% | Reduced |
| Barings LLC | 8,025 | $904.3K | 0.02% | −1,632−16.9% | Reduced |
| Advisory Services Network, LLC | 7,922 | $892.8K | 0.02% | +3,976+100.8% | Added |
| Belpointe Asset Management LLC | 7,787 | $877.5K | 0.05% | +7,787 | New |
| Fortis Capital Advisors, LLC | 7,787 | $877.5K | 0.18% | +7,787 | New |
| Institute for Wealth Management, LLC. | 7,681 | $865.6K | 0.11% | −627−7.5% | Reduced |
| Ofi Invest Asset Management | 8,285 | $864.3K | 0.02% | +3,237+64.1% | Added |
| BNP Paribas | 7,530 | $848.6K | 0.04% | +2,950+64.4% | Added |
| Metis Global Partners, LLC | 7,496 | $844.7K | 0.02% | +3,317+79.4% | Added |
| Clarus Wealth Advisors | 7,431 | $836.4K | 0.45% | +7,431 | New |
| Financial Advisory Service, Inc. | 7,292 | $821.7K | 0.07% | −618−7.8% | Reduced |
| Altrafin AG | 7,275 | $819.8K | 0.32% | +775+11.9% | Added |
| The PNC Financial Services Group, Inc. | 7,239 | $815.8K | 0.00% | +1,163+19.1% | Added |
| Change Path, LLC | 7,237 | $815.5K | 0.02% | +255+3.7% | Added |
| LJI Wealth Management, LLC | 7,100 | $800.1K | 0.16% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 7,042 | $793.6K | 0.01% | −460−6.1% | Reduced |
| Concurrent Investment Advisors, LLC | 7,019 | $791.0K | 0.02% | +7,019 | New |
| MYDA Advisors LLC | 7,000 | $788.8K | 0.28% | −11,000−61.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,964 | $784.8K | 0.02% | +2,812+67.7% | Added |
| Western Wealth Management, LLC | 6,775 | $763.5K | 0.05% | +6,775 | New |
| Thoma Capital Management LLC | 6,770 | $762.9K | 0.53% | +80+1.2% | Added |
| Avantax Advisory Services, Inc. | 6,702 | $755.2K | 0.00% | −483−6.7% | Reduced |
| Centiva Capital, LP | 6,682 | $753.0K | 0.04% | +6,682 | New |
| Empowered Funds, LLC | 6,656 | $750.1K | 0.01% | +1,696+34.2% | Added |
| Stratos Wealth Partners, LTD. | 6,627 | $746.8K | 0.01% | +44+0.7% | Added |
| Prelude Capital Management, LLC | 6,625 | $746.6K | 0.08% | +6,625 | New |
| Envestnet Portfolio Solutions, Inc. | 6,597 | $743.4K | 0.00% | −2,273−25.6% | Reduced |
| Brown Advisory Inc | 6,544 | $737.4K | 0.00% | +4,263+186.9% | Added |
| Mediolanum International Funds Ltd | 6,417 | $737.4K | 0.01% | −2,830−30.6% | Reduced |
| Pitcairn Co | 6,527 | $735.5K | 0.04% | −740−10.2% | Reduced |
| Meridian Wealth Management, LLC | 6,508 | $733.4K | 0.04% | −509−7.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,462 | $728.2K | 0.01% | +456+7.6% | Added |
| Assenagon Asset Management S.A. | 6,458 | $727.8K | 0.00% | +1,677+35.1% | Added |
| Brinker Capital Investments, LLC | 6,372 | $718.1K | 0.01% | +4,364+217.3% | Added |
| Orion Portfolio Solutions, LLC | 6,372 | $718.1K | 0.01% | +4,364+217.3% | Added |
| Caption Management, LLC | 6,300 | $709.9K | 0.03% | +6,300 | New |
| Bridgewater Advisors Inc. | 5,796 | $708.4K | 0.06% | +5,796 | New |
| Hennion & Walsh Asset Management, Inc. | 6,241 | $703.3K | 0.03% | −67−1.1% | Reduced |
| Putney Financial Group LLC | 6,192 | $697.8K | 0.73% | +30+0.5% | Added |
| STRS Ohio | 6,106 | $688.1K | 0.00% | +6,106 | New |
| Bank of Hawaii | 6,093 | $686.6K | 0.04% | +6,093 | New |
| Sender Co & Partners, Inc. | 6,080 | $685.2K | 0.51% | +6,080 | New |
| Triglav Skladi, D.O.O. | 6,000 | $676.1K | 0.06% | −3,000−33.3% | Reduced |
| Sphera Management Technology Funds Ltd | 6,000 | $676.1K | 0.54% | −2,909−32.7% | Reduced |
| Wexford Capital LP | 6,000 | $676.1K | 0.18% | +6,000 | New |
| Calamos Advisors LLC | 6,000 | $676.1K | 0.00% | +6,000 | New |
| Driehaus Capital Management LLC | 5,894 | $664.2K | 0.01% | +527+9.8% | Added |
| Vestcor Inc | 5,896 | $664.0K | 0.02% | +12+0.2% | Added |
| Miller Financial Services LLC | 5,862 | $660.6K | 0.95% | +1,729+41.8% | Added |
| Group One Trading, L.P. | 5,807 | $654.4K | 0.03% | −53,789−90.3% | Reduced |
| UniSuper Management Pty Ltd | 5,800 | $653.6K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 5,792 | $652.7K | 0.02% | +5,792 | New |
| LRT Capital Management, LLC | 5,706 | $643.0K | 0.44% | +5,706 | New |
| Kirtland Hills Capital Management, LLC | 5,899 | $636.5K | 0.39% | +5,899 | New |
| Hilltop Holdings Inc. | 5,643 | $635.9K | 0.04% | +5,643 | New |
| Prudential PLC | 5,612 | $632.4K | 0.00% | 00.0% | Unchanged |
| DC Investments Management, LLC | 5,532 | $623.4K | 0.32% | −2,586−31.9% | Reduced |
| V2 Financial group LLC | 5,516 | $621.6K | 0.40% | +5,516 | New |
| Guggenheim Capital LLC | 5,509 | $620.8K | 0.01% | −1,077−16.4% | Reduced |
| D. E. Shaw & Co., Inc. | 5,445 | $613.6K | 0.00% | +5,445 | New |
| Corebridge Financial, Inc. | 5,407 | $609.3K | 0.00% | −123−2.2% | Reduced |
| Magnetar Financial LLC | 5,335 | $601.2K | 0.01% | +5,335 | New |
| Van Hulzen Asset Management, LLC | 5,325 | $600.1K | 0.05% | −1,470−21.6% | Reduced |
| Freestone Capital Holdings, LLC | 5,263 | $593.1K | 0.02% | +98+1.9% | Added |
| Moneta Group Investment Advisors LLC | 5,254 | $592.0K | 0.01% | +135+2.6% | Added |
| Private Advisor Group, LLC | 5,203 | $586.3K | 0.00% | −7,483−59.0% | Reduced |
| Everhart Financial Group, Inc. | 5,199 | $585.9K | 0.08% | +264+5.3% | Added |
| RSM US Wealth Management LLC | 5,105 | $575.3K | 0.01% | +339+7.1% | Added |