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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.

Q2 2025 vs. Q1 2025

How the institutions holding Cloudflare, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of NET: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders8728947+83
Shares264.1M298.0K277.6M+13.8M (+5.2%)
Value$29.8B$33.6M$54.3B+$24.6B (+82.8%)

8 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (190)

Institutions that held Cloudflare, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Showing the largest 100 of 190 by value.

Institutions new to NET in Q2 2025
InstitutionSharesValue% of portfolio
Westfield Capital Management Co LP448,696$87.9M0.37%
Congress Asset Management Co430,400$84.3M0.58%
Linden Advisors LP248,523$48.7M0.30%
Jennison Associates LLC196,750$38.5M0.02%
Agf Management Ltd99,919$19.6M0.09%
Susquehanna Advisors Group, Inc.81,790$16.0M0.64%
Fiera Capital Corp76,184$14.9M0.05%
Manchester Global Management (UK) Ltd64,000$12.5M1.81%
Alyeska Investment Group, L.P.58,891$11.5M0.04%
Varma Mutual Pension Insurance Co55,100$10.8M0.08%
Renaissance Technologies LLC54,600$10.7M0.01%
Congress Wealth Management LLC54,131$10.6M0.10%
Caisse de Depot Et Placement du Quebec51,672$10.1M0.02%
Premier Fund Managers Ltd43,600$8.46M0.31%
Simplex Trading, LLC38,235$7.49M0.20%
Natixis Advisors, L.P.35,173$6.89M0.01%
Swedbank AB34,351$6.73M0.01%
NWK Group, Inc.31,663$6.20M2.18%
Goldstream Capital Management Ltd26,270$5.14M2.21%
Generate Investment Management Ltd25,293$4.95M0.27%
Woodline Partners LP16,654$3.26M0.02%
Cannon Advisors, Inc.16,471$3.23M2.60%
Cushing Asset Management, LP15,000$2.94M0.18%
Bulltick Wealth Management, LLC12,524$2.45M0.61%
Keystone Investors Pte Ltd12,138$2.38M0.49%
Creekmur Asset Management LLC12,042$2.36M0.42%
E Fund Management Co., Ltd.11,594$2.27M0.11%
ExodusPoint Capital Management, LP11,051$2.16M0.03%
Index Fund Advisors, Inc.10,729$2.10M0.12%
Jupiter Asset Management Ltd10,384$2.03M0.02%
Atria Investments LLC8,282$1.62M0.02%
Integrated Advisors Network LLC8,264$1.62M0.07%
MASTERINVEST Kapitalanlage GmbH8,006$1.57M0.16%
Clearbridge Investments, LLC7,630$1.49M0.00%
Stance Capital LLC7,563$1.48M0.56%
Shelton Wealth Management, LLC7,013$1.37M0.69%
Illinois Municipal Retirement Fund6,824$1.34M0.02%
Groupama Asset Managment–$1.32M0.02%
Ewing Morris & Co. Investment Partners Ltd.6,346$1.24M0.56%
Seven Springs Wealth Group, LLC6,236$1.22M0.30%
Burling Wealth Partners, LLC6,107$1.20M0.22%
Vise Technologies, Inc.5,985$1.17M0.05%
Flow Traders U.S. LLC5,875$1.15M0.04%
Paradigm Asset Management Co LLC5,600$1.10M0.27%
Mutual of America Capital Management LLC5,454$1.07M0.01%
Castle Hook Partners LP5,365$1.05M0.02%
Moore Capital Management, LP5,036$986.2K0.02%
Callan Family Office, LLC4,731$926.5K0.03%
Pinkerton Retirement Specialists, LLC4,627$906.1K0.11%
Jacobs Levy Equity Management, Inc4,447$870.9K0.00%
Bryce Point Capital, LLC4,161$814.8K0.69%
Cornerstone Enterprises, LLC4,040$791.2K0.43%
DRW Securities, LLC3,739$732.2K0.05%
Cache Advisors, LLC3,650$714.8K0.19%
Diversify Advisory Services, LLC3,407$689.4K0.03%
Morse Asset Management, Inc3,300$646.2K0.14%
Reliant Investment Partners, LLC3,266$639.6K0.56%
Colonial River Wealth Management, LLC3,099$563.8K0.24%
Principal Street Partners, LLC2,630$515.0K0.05%
West Michigan Advisors, LLC2,438$477.4K0.13%
Graham Capital Management, L.P.2,410$471.9K0.01%
Snowden Capital Advisors LLC2,361$462.4K0.01%
LeConte Wealth Management, LLC2,308$452.0K0.31%
West Family Investments, Inc.2,304$451.2K0.12%
Ascent Group, LLC2,264$443.4K0.02%
Wetherby Asset Management Inc2,241$438.9K0.02%
Portside Wealth Group, LLC2,179$426.7K0.06%
Sivia Capital Partners, LLC2,164$423.8K0.14%
Savant Capital, LLC2,063$404.0K0.00%
Moors & Cabot, Inc.2,026$396.8K0.02%
LVW Advisors, LLC1,975$386.8K0.04%
Teamwork Financial Advisors, LLC1,959$383.6K0.05%
We Are One Seven, LLC1,933$378.5K0.01%
Summit Financial, LLC1,815$355.4K0.01%
Alliance Wealth Advisors, LLC1,761$344.9K0.08%
Alta Advisers Ltd1,735$339.8K0.12%
Conestoga Capital Advisors, LLC1,730$338.8K0.01%
Fukoku Mutual Life Insurance Co1,720$336.8K0.02%
Abacus Planning Group, Inc.1,657$324.5K0.05%
Hummer Financial Advisory Services Inc1,650$323.1K0.24%
Insigneo Advisory Services, LLC1,647$322.5K0.03%
Aprio Wealth Management, LLC1,620$317.2K0.04%
180 Wealth Advisors, LLC1,607$314.7K0.04%
Argent Trust Co1,535$300.6K0.01%
1776 Wealth LLC1,527$299.0K0.12%
PDS Planning, Inc1,523$298.2K0.02%
Herold Advisors, Inc.1,520$297.7K0.06%
Focused Wealth Management, Inc1,513$296.3K0.04%
Buckingham Strategic Partners1,508$294.9K0.00%
Moseley Investment Management Inc1,506$294.9K0.10%
Sanders Morris Harris LLC1,500$293.7K0.07%
Balboa Wealth Partners1,500$293.7K0.06%
J. Goldman & Co LP1,451$284.1K0.01%
Core Wealth Partners LLC1,440$282.0K0.14%
Greenleaf Trust1,422$278.5K0.00%
Stonekeep Investments, LLC1,403$274.7K0.18%
Fortis Capital Management LLC1,398$273.8K0.04%
Generali Investments, Management Co LLC1,393$272.4K0.06%
Benjamin Edwards Inc1,368$267.9K0.00%
Flputnam Investment Management Co1,365$267.3K0.00%

Sold out (107)

Institutions that held Cloudflare, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Showing the largest 100 of 107 by value.

Institutions that sold out of NET in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Voloridge Investment Management, LLC804,645$90.7M
Twinbeech Capital LP328,156$37.0M
Point72 Asset Management, L.P.281,483$31.7M
Capital Fund Management S.A.274,107$30.9M
Trexquant Investment LP174,042$19.6M
Aquatic Capital Management LLC170,568$19.2M
Alberta Investment Management Corp153,405$17.3M
Twin Tree Management, LP108,012$12.2M
Quadrature Capital Ltd99,579$11.2M
Readystate Asset Management LP93,768$10.6M
Tudor Investment Corp Et Al91,525$10.3M
Cubist Systematic Strategies, LLC80,844$9.11M
Jump Financial, LLC72,057$8.12M
Point72 Hong Kong Ltd66,065$7.44M
Privium Fund Management B.V.60,000$6.76M
Y-Intercept (Hong Kong) Ltd40,503$4.56M
Interval Partners, LP37,914$4.27M
Point72 (DIFC) Ltd30,008$3.38M
Estate Counselors, LLC28,025$3.16M
Wolverine Asset Management LLC28,002$3.16M
IMC-Chicago, LLC27,699$3.12M
Sciencast Management LP25,800$2.91M
Qsemble Capital Management, LP23,734$2.67M
BCJ Capital Management, LLC22,986$2.59M
Soros Fund Management LLCSuperinvestorSoros Fund Management22,951$2.59M
Moody Lynn & Lieberson, LLC20,936$2.36M
Sona Asset Management (US) LLC17,600$1.98M
Aster Capital Management (DIFC) Ltd12,509$1.82M
Bayesian Capital Management, LP15,884$1.79M
ARS Investment Partners, LLC16,376$1.76M
Ilex Capital Partners (UK) LLP15,140$1.71M
Soviero Asset Management, LP15,000$1.69M
Connective Capital Management, LLC12,682$1.43M
Aigen Investment Management, LP12,119$1.37M
Allstate Corp11,471$1.29M
Maxi Investments CY Ltd11,457$1.29M
Dakota Wealth Management11,268$1.27M
Dynamic Technology Lab Private Ltd10,560$1.19M
Capstone Investment Advisors, LLC10,306$1.16M
Semanteon Capital Management, LP10,250$1.16M
Board of the Pension Protection Fund9,400$1.06M
AXS Investments LLC9,095$1.02M
Natixis9,080$1.00M
Scientech Research LLC8,481$955.7K
Royal Fund Management, LLC8,136$916.8K
Centiva Capital, LP6,682$753.0K
Caption Management, LLC6,300$709.9K
Wexford Capital LP6,000$676.1K
V2 Financial group LLC5,516$621.6K
Corebridge Financial, Inc.5,407$609.3K
Magnetar Financial LLC5,335$601.2K
Encompass More Asset Management5,026$566.4K
Gsa Capital Partners LLP4,945$557.0K
BIT Capital GmbH4,129$465.3K
Meiji Yasuda Asset Management Co Ltd.4,050$456.4K
Dark Forest Capital Management LP3,893$438.7K
Grant Private Wealth Management Inc3,576$403.0K
GTS Securities LLC3,525$397.2K
Petrus Trust Company, LTA3,364$379.1K
Fox Run Management, L.L.C.3,115$351.0K
XTX Topco Ltd3,034$341.9K
Diversified Trust Co3,011$339.3K
Aspiriant, LLC3,010$339.2K
Cary Street Partners Financial LLC2,863$322.6K
Versor Investments LP2,637$297.2K
Sherbrooke Park Advisers LLC2,579$290.6K
SummitTX Capital, L.P.2,485$280.0K
Van Eck Associates Corp2,216$250.0K
Nomura Holdings Inc2,119$238.8K
Birchcreek Wealth Management, LLC2,000$225.4K
Arrowpoint Investment Partners (Singapore) Pte. Ltd.1,994$224.7K
Hudson Bay Capital Management LP1,880$211.9K
Baader Bank INC2,364$210.6K
Boston Private Wealth LLC1,835$206.8K
Capula Management Ltd1,109$125.0K
Ramirez Asset Management, Inc.1,000$112.7K
PGGM Investments899$101.0K
Caitong International Asset Management Co., Ltd703$79.2K
Headlands Technologies LLC509$57.4K
Quadrant Capital Group LLC412$46.4K
Global Financial Private Client, LLC382$43.0K
Riverview Trust Co274$30.9K
Mather Group, LLC.219$24.6K
Stonebridge Financial Group, LLC200$22.5K
Cohen & Steers, Inc.149$17.0K
Ravenstone Capital Management Inc.125$14.1K
Wiser Advisor Group LLC121$13.6K
Saudi Central Bank120$13.5K
Thurston, Springer, Miller, Herd & Titak, Inc.100$11.3K
Cloud Capital Management, LLC98$11.0K
Glass Jacobson Investment Advisors llc100$10.8K
Deane Retirement Strategies, Inc.85$9.58K
Cary Street Partner Investment Advisory LLC59$6.65K
Continuum Advisory, LLC31$3.49K
Marshall Investment Management, LLC30$3.38K
Carolina Wealth Advisors, LLC25$2.82K
Carolinas Wealth Consulting LLC22$2.48K
Garde Capital, Inc.20$2.25K
Hexagon Capital Partners LLC16$1.80K
Global Wealth Strategies & Associates11$1.24K

Not filed for Q2 2025 yet (8)

Institutions that held Cloudflare, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NET in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Kodai Capital Management LP254,642$28.7M
Credit Agricole S A19,178$2.16M
Rakuten Investment Management, Inc.8,435$969.4K
Orion Portfolio Solutions, LLC6,372$718.1K
Davis Capital Management4,350$490.2K
Impact Asset Management GmbH2,977$335.5K
Lindbrook Capital, LLC1,280$144.2K
Sandy Spring Bank800$90.2K