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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
Sagespring Wealth Partners, LLC2,624$295.7K0.01%+2,624New
Huntleigh Advisors, Inc.2,604$293.4K0.05%−17−0.6%Reduced
PDT Partners, LLC2,592$292.1K0.02%−16,934−86.7%Reduced
Sherbrooke Park Advisers LLC2,579$290.6K0.14%+2,579New
Pinnacle Associates Ltd2,547$287.0K0.00%+2,547New
Personal Cfo Solutions, LLC2,521$284.1K0.06%+49+2.0%Added
Bokf, NA2,500$281.7K0.00%00.0%Unchanged
Kazazian Asset Management, LLC2,500$281.7K0.23%00.0%Unchanged
SummitTX Capital, L.P.2,485$280.0K0.01%+2,485New
Merit Financial Group, LLC2,458$277.0K0.00%+2,458New
Umb Bank N A2,447$275.8K0.00%+5+0.2%Added
Mount Yale Investment Advisors, LLC2,447$275.8K0.02%+2,447New
Kovack Advisors, Inc.2,415$272.1K0.03%+15+0.6%Added
Avant Financial Advisors LLC2,400$270.5K0.25%00.0%Unchanged
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
Mount Lucas Management LP2,373$267.4K0.13%+2,373New
Evoke Wealth, LLC2,324$261.9K0.01%+95+4.3%Added
Whittier Trust Co of Nevada Inc2,324$261.9K0.01%00.0%Unchanged
Premier Path Wealth Partners, LLC2,323$261.8K0.04%+306+15.2%Added
Truvestments Capital LLC2,318$261.2K0.06%+2,318New
Challenger Wealth Management2,300$259.2K0.21%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt2,296$258.6K0.01%00.0%Unchanged
Tiaa Trust, National Association2,285$257.5K0.00%−88,274−97.5%Reduced
Sigma Planning Corp2,284$257.4K0.01%−328−12.6%Reduced
Capital Asset Advisory Services LLC2,118$253.2K0.01%−54−2.5%Reduced
Frank, Rimerman Advisors LLC2,243$252.8K0.02%+2,243New
Chicago Partners Investment Group LLC2,067$251.6K0.01%−462−18.3%Reduced
Van Eck Associates Corp2,216$250.0K0.00%−31,756−93.5%Reduced
Mirae Asset Global ETFs Holdings Ltd.2,218$249.9K0.00%00.0%Unchanged
Liberty One Investment Management, LLC2,175$245.1K0.02%+48+2.3%Added
Calamos Wealth Management LLC2,166$244.1K0.01%−1,000−31.6%Reduced
Rakuten Securities, Inc.2,156$243.0K0.12%+1,298+151.3%Added
Panagora Asset Management Inc2,146$241.8K0.00%−12−0.6%Reduced
Nomura Holdings Inc2,119$238.8K0.00%−37,374−94.6%Reduced
Axxcess Wealth Management, LLC2,118$238.7K0.01%−54−2.5%Reduced
Silvercrest Asset Management Group LLC2,115$238.3K0.00%+2,115New
Full Sail Capital, LLC2,108$237.6K0.02%+8+0.4%Added
Axq Capital, LP2,101$236.8K0.09%+2,101New
EP Wealth Advisors, LLC2,101$236.8K0.00%−100−4.5%Reduced
Avestar Capital, LLC2,083$234.7K0.02%+2,083New
SeaCrest Wealth Management, LLC2,083$234.7K0.03%+2,083New
Bridges Investment Management Inc2,074$233.7K0.00%+2,074New
JT Stratford LLC2,062$232.4K0.04%−770−27.2%Reduced
Steward Partners Investment Advisory, LLC2,054$231.5K0.00%+60+3.0%Added
FineMark National Bank & Trust2,041$230.0K0.01%00.0%Unchanged
Shell Asset Management Co2,032$229.0K0.01%00.0%Unchanged
Quent Capital, LLC2,032$229.0K0.02%+111+5.8%Added
Sterling Investment Advisors, Ltd.2,018$227.4K0.05%00.0%Unchanged
ICONIQ Capital, LLC2,010$226.5K0.00%+2,010New
Sowell Financial Services LLC2,010$226.5K0.01%+2,010New
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
Arrowpoint Investment Partners (Singapore) Pte. Ltd.1,994$224.7K0.10%+1,994New
Dynamic Advisor Solutions LLC1,982$223.4K0.01%+1,982New
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna1,935$218.1K0.10%+1,405+265.1%Added
Alamea Verwaltungs GmbH1,929$217.4K0.19%+1,929New
Equitable Holdings, Inc.1,926$217.0K0.00%−451−19.0%Reduced
Graypoint LLC1,925$216.9K0.01%+1,925New
Peak Asset Management, LLC1,920$216.4K0.04%−1,177−38.0%Reduced
Kingswood Wealth Advisors, LLC1,918$216.1K0.02%+1,918New
Pinnacle Wealth Management Advisory Group, LLC1,910$215.2K0.02%+1,910New
Flagship Harbor Advisors, LLC1,896$213.7K0.01%−265−12.3%Reduced
Aaron Wealth Advisors1,886$212.5K0.02%−92−4.7%Reduced
Hudson Bay Capital Management LP1,880$211.9K0.00%+1,880New
AE Wealth Management LLC1,879$211.8K0.00%+1,879New
Baader Bank INC2,364$210.6K0.02%+2,364New
Larson Financial Group LLC1,865$210.2K0.01%+1,322+243.5%Added
Rockbridge Investment Management, LCC1,854$208.9K0.02%+1,854New
KPP Advisory Services LLC1,836$206.9K0.04%−65−3.4%Reduced
Boston Private Wealth LLC1,835$206.8K0.01%+1,835New
Kingsview Wealth Management, LLC1,832$206.5K0.00%+1,832New
Accel Wealth Management1,830$206.2K0.07%+1,830New
Principal Securities, Inc.1,914$206.1K0.00%00.0%Unchanged
Lodestone Wealth Management LLC1,823$205.4K0.11%+1,823New
Fiduciary Planning LLC1,800$202.8K0.07%+1,800New
Mutual Advisors, LLC1,674$202.6K0.01%+1,674New
Howard Capital Management Inc.1,782$200.8K0.01%−273−13.3%Reduced
Montag A & Associates Inc1,645$185.4K0.01%+143+9.5%Added
Advisors Asset Management, Inc.1,568$176.7K0.00%+124+8.6%Added
IFP Advisors, Inc1,544$174.5K0.01%−98−6.0%Reduced
TD Waterhouse Canada Inc.1,492$172.6K0.00%−420−22.0%Reduced
Skopos Labs, Inc.1,503$169.4K0.04%+162+12.1%Added
Sunbelt Securities, Inc.1,496$168.6K0.02%00.0%Unchanged
Gordian Capital Singapore Pte Ltd1,400$160.9K0.10%+1,000+250.0%Added
Lazard Asset Management LLC1,377$155.0K0.00%+919+200.7%Added
Smartleaf Asset Management LLC1,320$151.7K0.01%+77+6.2%Added
Private Trust Co NA1,345$151.6K0.02%+1,337+16,712.5%Added
Ameliora Wealth Management Ltd.1,311$147.7K0.06%00.0%Unchanged
Centaurus Financial, Inc.1,304$147.0K0.01%+105+8.8%Added
Lindbrook Capital, LLC1,280$144.2K0.01%+500+64.1%Added
Ostrum Asset Management1,215$136.9K0.01%−32−2.6%Reduced
Westpac Banking Corp1,206$135.9K0.01%−693−36.5%Reduced
MCF Advisors LLC1,139$128.4K0.01%00.0%Unchanged
Manchester Capital Management LLC1,123$126.6K0.02%00.0%Unchanged
Capula Management Ltd1,109$125.0K0.00%+450+68.3%Added
Covestor Ltd1,099$124.0K0.08%−103−8.6%Reduced
GAMMA Investing LLC1,093$123.2K0.01%+508+86.8%Added
Clearstead Advisors, LLC1,083$122.0K0.00%+46+4.4%Added