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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; 1,272 institutions reported holding it in 13F filings for Q2 2026, worth $78.5B in total; 3 superinvestors hold it, including ARK Invest and Oaktree Capital.

13F holders, Q2 2025

Institutional positions in Cloudflare, Inc. as of Jun 30, 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
968
+86 vs. Q1 2025
Shares held
298.1M
+16.6M (+5.9%) vs. Q1 2025
Total value
$56.2B
+$24.6B (+78.1%) vs. Q1 2025
New holders
192
399 more added
Sold out
106
266 more reduced

9 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 968 institutions
Q1 2021: 507 institutionsQ2 2021: 537 institutionsQ3 2021: 620 institutionsQ4 2021: 681 institutionsQ1 2022: 641 institutionsQ2 2022: 550 institutionsQ3 2022: 588 institutionsQ4 2022: 573 institutionsQ1 2023: 598 institutionsQ2 2023: 587 institutionsQ3 2023: 603 institutionsQ4 2023: 701 institutionsQ1 2024: 730 institutionsQ2 2024: 680 institutionsQ3 2024: 706 institutionsQ4 2024: 795 institutionsQ1 2025: 891 institutionsQ2 2025: 968 institutionsQ3 2025: 1,056 institutionsQ4 2025: 1,107 institutionsQ1 2026: 1,160 institutionsQ2 2026: 1,272 institutions
Value heldQ2 2025: $56.2B
Q1 2021: $13.7BQ2 2021: $22.6BQ3 2021: $24.6BQ4 2021: $29.8BQ1 2022: $28.0BQ2 2022: $10.4BQ3 2022: $14.1BQ4 2022: $11.9BQ1 2023: $19.9BQ2 2023: $20.6BQ3 2023: $21.5BQ4 2023: $24.4BQ1 2024: $30.9BQ2 2024: $22.4BQ3 2024: $22.0BQ4 2024: $29.7BQ1 2025: $31.6BQ2 2025: $56.2BQ3 2025: $63.0BQ4 2025: $56.4BQ1 2026: $58.5BQ2 2026: $78.5B
Institutions holding NET and their total value by quarter
QuarterHoldersValue
Q2 20261,272$78.5B
Q1 20261,160$58.5B
Q4 20251,107$56.4B
Q3 20251,056$63.0B
Q2 2025968$56.2B
Q1 2025891$31.6B
Q4 2024795$29.7B
Q3 2024706$22.0B
Q2 2024680$22.4B
Q1 2024730$30.9B
Q4 2023701$24.4B
Q3 2023603$21.5B
Q2 2023587$20.6B
Q1 2023598$19.9B
Q4 2022573$11.9B
Q3 2022588$14.1B
Q2 2022550$10.4B
Q1 2022641$28.0B
Q4 2021681$29.8B
Q3 2021620$24.6B
Q2 2021537$22.6B
Q1 2021507$13.7B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q1 2025.

Institutions holding NET in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Core Alternative Capital1$1960.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC1$1960.00%00.0%Unchanged
Horizon Investments, LLC2$3920.00%−1−33.3%Reduced
HFM Investment Advisors, LLC2$3920.00%+1+100.0%Added
Trifecta Capital Advisors, LLC2$3920.00%+2New
PayPay Securities Corp3$5870.03%−2−40.0%Reduced
Crewe Advisors LLC3$5880.00%+3New
Delta Asset Management LLC4$7830.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC5$9790.00%00.0%Unchanged
Parkworth Wealth Management, Inc.5$9790.00%+3+150.0%Added
Bare Financial Services, Inc8$1.57K0.00%+8New
American Capital Advisory, LLC8$1.57K0.00%+8New
Horrell Capital Management, Inc.9$1.76K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC9$1.76K0.00%+5+125.0%Added
Maseco LLP11$2.15K0.00%+11New
Financial Network Wealth Advisors LLC11$2.15K0.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC11$2.15K0.00%00.0%Unchanged
Rialto Wealth Management, LLC11$2.15K0.00%+11New
Tortoise Investment Management, LLC12$2.35K0.00%+12New
Clear Investment Research, LLC13$2.55K0.00%−4−23.5%Reduced
DiNuzzo Private Wealth, Inc.13$2.55K0.00%00.0%Unchanged
Rise Advisors, LLC13$2.55K0.00%+3+30.0%Added
Stephens Consulting, LLC13$2.55K0.00%+7+116.7%Added
Colonial Trust Co14$2.68K0.00%+14New
IMG Wealth Management, Inc.15$2.94K0.00%+15New
Millstone Evans Group, LLC15$2.94K0.00%+15New
UMA Financial Services, Inc.15$2.94K0.00%−17−53.1%Reduced
SJS Investment Consulting Inc.15$2.94K0.00%−3−16.7%Reduced
S&T Bank16$3.13K0.00%−11−40.7%Reduced
Principia Wealth Advisory, LLC16$3.13K0.00%+2+14.3%Added
HHM Wealth Advisors, LLC16$3.13K0.00%00.0%Unchanged
Insight Financial Services17$3.33K0.00%00.0%Unchanged
Evergreen Private Wealth LLC17$3.33K0.00%+17New
Stone House Investment Management, LLC20$3.92K0.00%−10−33.3%Reduced
Salem Investment Counselors Inc20$3.92K0.00%00.0%Unchanged
GFG Capital, LLC21$4.11K0.00%+21New
Prestige Wealth Management Group LLC21$4.11K0.00%+21New
West Branch Capital LLC24$4.70K0.00%00.0%Unchanged
BankPlus Trust Department25$4.90K0.00%00.0%Unchanged
WealthTrak Capital Management LLC25$4.90K0.00%+14+127.3%Added
Traub Capital Management LLC25$4.90K0.00%+25New
Fairscale Capital, LLC24$4.98K0.00%+24New
CX Institutional28$5.00K0.00%00.0%Unchanged
Beacon Capital Management, LLC27$5.29K0.00%−50−64.9%Reduced
DecisionPoint Financial, LLC29$5.36K0.00%+20+222.2%Added
Raffa Wealth Management, LLC28$5.48K0.00%00.0%Unchanged
Highline Wealth Partners LLC29$5.68K0.00%+15+107.1%Added
Tidemark, LLC30$5.88K0.00%00.0%Unchanged
NewSquare Capital LLC31$6.07K0.00%00.0%Unchanged
Kilter Group LLC32$6.27K0.00%+32New
United Community Bank34$6.66K0.00%+34New
Signature Resources Capital Management, LLC35$6.85K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC36$7.05K0.00%00.0%Unchanged
Trust Co of Vermont39$7.64K0.00%00.0%Unchanged
a16z Perennial Management, L.P.40$7.83K0.00%00.0%Unchanged
Dogwood Wealth Management LLC42$8.10K0.00%+29+223.1%Added
Hughes Financial Services, LLC39$8.41K0.00%+5+14.7%Added
Nemes Rush Group LLC44$8.62K0.00%+3+7.3%Added
Central Trust Co50$9.79K0.00%00.0%Unchanged
Toth Financial Advisory Corp50$9.79K0.00%00.0%Unchanged
Vision Financial Markets LLC50$9.79K0.01%00.0%Unchanged
Transce3nd, LLC50$9.79K0.00%00.0%Unchanged
Sittner & Nelson, LLC51$9.99K0.00%00.0%Unchanged
Cromwell Holdings LLC52$10.2K0.01%+38+271.4%Added
Private Trust Co NA54$10.6K0.00%−1,291−96.0%Reduced
Fuller & Thaler Asset Management, Inc.55$10.8K0.00%−90−62.1%Reduced
JFS Wealth Advisors, LLC59$11.6K0.00%+10+20.4%Added
Oliver Lagore Vanvalin Investment Group104$11.7K0.00%+104New
Wolff Wiese Magana LLC60$11.8K0.01%+5+9.1%Added
Strategic Investment Solutions, Inc.60$11.8K0.00%+10+20.0%Added
Marshall & Sterling Wealth Advisors Inc.61$11.9K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC59$12.0K0.00%+3+5.4%Added
Westside Investment Management, Inc.65$12.0K0.00%+65New
Safe Harbor Fiduciary, LLC65$12.7K0.01%+65New
ORG Wealth Partners, LLC69$12.8K0.00%+9+15.0%Added
Sound Income Strategies, LLC67$13.1K0.00%+67New
Ameriflex Group, Inc.72$13.7K0.01%00.0%Unchanged
Sachetta, LLC74$14.5K0.01%+23+45.1%Added
GHP Investment Advisors, Inc.75$14.7K0.00%00.0%Unchanged
Financial Management Professionals, Inc.77$15.1K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.79$15.5K0.01%+24+43.6%Added
MV Capital Management, Inc.81$15.9K0.00%+20+32.8%Added
Hazlett, Burt & Watson, Inc.82$16.0K0.01%−74−47.4%Reduced
Briaud Financial Planning, Inc85$16.0K0.01%+85New
Atlantic Trust, LLC83$16.3K0.00%−1−1.2%Reduced
Sierra Ocean, LLC86$16.8K0.01%−10−10.4%Reduced
Glen Eagle Advisors, LLC90$17.6K0.00%00.0%Unchanged
Quarry LP96$18.8K0.00%−78−44.8%Reduced
Cornerstone Planning Group LLC94$19.5K0.00%+10+11.9%Added
Inlight Wealth Management, LLC100$19.6K0.01%00.0%Unchanged
Center for Financial Planning, Inc.100$19.6K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.100$19.6K0.01%+100New
Brown Brothers Harriman & Co101$19.8K0.00%+101New
Total Investment Management Inc101$19.8K0.00%+101New
Rossby Financial, LCC103$20.2K0.01%+103New
Berbice Capital Management LLC105$20.6K0.01%00.0%Unchanged
Addison Advisors LLC107$21.0K0.01%−6−5.3%Reduced
Avion Wealth110$21.0K0.00%+35+46.7%Added
Fortitude Family Office, LLC113$22.1K0.01%+48+73.8%Added
Riggs Asset Managment Co. Inc.115$22.5K0.01%+10+9.5%Added