Skip to main content

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, 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
947
+83 vs. Q1 2025
Shares held
277.6M
+13.8M (+5.2%) vs. Q1 2025
Total value
$54.3B
+$24.6B (+82.8%) vs. Q1 2025
New holders
190
400 more added
Sold out
107
263 more reduced

8 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: 947 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 heldQ2 2025: $54.3B
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, 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
Gsa Capital Partners LLP0$00.00%−4,945−100.0%Sold out
BIT Capital GmbH0$00.00%−4,129−100.0%Sold out
Meiji Yasuda Asset Management Co Ltd.0$00.00%−4,050−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−3,893−100.0%Sold out
Grant Private Wealth Management Inc0$00.00%−3,576−100.0%Sold out
GTS Securities LLC0$00.00%−3,525−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−3,364−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−3,115−100.0%Sold out
XTX Topco Ltd0$00.00%−3,034−100.0%Sold out
Diversified Trust Co0$00.00%−3,011−100.0%Sold out
Aspiriant, LLC0$00.00%−3,010−100.0%Sold out
Cary Street Partners Financial LLC0$00.00%−2,863−100.0%Sold out
Versor Investments LP0$00.00%−2,637−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−2,579−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−2,485−100.0%Sold out
Van Eck Associates Corp0$00.00%−2,216−100.0%Sold out
Nomura Holdings Inc0$00.00%−2,119−100.0%Sold out
Birchcreek Wealth Management, LLC0$00.00%−2,000−100.0%Sold out
Arrowpoint Investment Partners (Singapore) Pte. Ltd.0$00.00%−1,994−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−1,880−100.0%Sold out
Baader Bank INC0$00.00%−2,364−100.0%Sold out
Boston Private Wealth LLC0$00.00%−1,835−100.0%Sold out
Capula Management Ltd0$00.00%−1,109−100.0%Sold out
Ramirez Asset Management, Inc.0$00.00%−1,000−100.0%Sold out
PGGM Investments0$00.00%−899−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−703−100.0%Sold out
Headlands Technologies LLC0$00.00%−509−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−412−100.0%Sold out
Global Financial Private Client, LLC0$00.00%−382−100.0%Sold out
Riverview Trust Co0$00.00%−274−100.0%Sold out
Mather Group, LLC.0$00.00%−219−100.0%Sold out
Stonebridge Financial Group, LLC0$00.00%−200−100.0%Sold out
Cohen & Steers, Inc.0$00.00%−149−100.0%Sold out
Ravenstone Capital Management Inc.0$00.00%−125−100.0%Sold out
Wiser Advisor Group LLC0$00.00%−121−100.0%Sold out
Saudi Central Bank0$00.00%−120−100.0%Sold out
Thurston, Springer, Miller, Herd & Titak, Inc.0$00.00%−100−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−98−100.0%Sold out
Glass Jacobson Investment Advisors llc0$00.00%−100−100.0%Sold out
Deane Retirement Strategies, Inc.0$00.00%−85−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−59−100.0%Sold out
Continuum Advisory, LLC0$00.00%−31−100.0%Sold out
Marshall Investment Management, LLC0$00.00%−30−100.0%Sold out
Carolina Wealth Advisors, LLC0$00.00%−25−100.0%Sold out
Carolinas Wealth Consulting LLC0$00.00%−22−100.0%Sold out
Garde Capital, Inc.0$00.00%−20−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−16−100.0%Sold out
Global Wealth Strategies & Associates0$00.00%−11−100.0%Sold out
Winnow Wealth LLC0$00.00%−7−100.0%Sold out
Painted Porch Advisors LLC0$00.00%−6−100.0%Sold out
Halbert Hargrove Global Advisors, LLC0$00.00%−5−100.0%Sold out
Bear Mountain Capital, Inc.0$00.00%−4−100.0%Sold out
TD Capital Management LLC0$00.00%−3−100.0%Sold out
Bartlett & Co. Wealth Management LLC0$00.00%−3−100.0%Sold out
Kodai Capital Management LP––––Not filed
Credit Agricole S A––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Orion Portfolio Solutions, LLC––––Not filed
Davis Capital Management––––Not filed
Impact Asset Management GmbH––––Not filed
Lindbrook Capital, LLC––––Not filed
Sandy Spring Bank––––Not filed