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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
947
+83 vs. Q1 2025
Shares held
278.9M
+12.5M (+4.7%) vs. Q1 2025
Total value
$54.6B
+$24.6B (+81.8%) vs. Q1 2025
New holders
190
400 more added
Sold out
107
264 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: 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
V-Square Quantitative Management LLC118$23.1K0.00%+118New
C M Bidwell & Associates Ltd121$23.7K0.01%00.0%Unchanged
Armstrong Advisory Group, Inc125$24.5K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC129$25.3K0.00%−128−49.8%Reduced
Edmond de Rothschild Holding S.A.132$25.9K0.00%−106−44.5%Reduced
CBIZ Investment Advisory Services, LLC132$25.9K0.00%+28+26.9%Added
Private Wealth Asset Management, LLC138$27.0K0.00%−7−4.8%Reduced
Tower Research Capital LLC (TRC)146$28.6K0.00%−678−82.3%Reduced
Kestra Investment Management, LLC254$28.6K0.00%00.0%Unchanged
Zions Bancorporation, National Association148$29.0K0.00%+133+886.7%Added
Twin Peaks Wealth Advisors, LLC143$29.0K0.01%+143New
Mark Sheptoff Financial Planning, LLC150$29.4K0.02%00.0%Unchanged
Legacy Bridge, LLC150$29.4K0.01%+150New
Bell Investment Advisors, Inc151$29.6K0.01%+25+19.8%Added
Rothschild Investment LLC163$31.9K0.00%+7+4.5%Added
Quaker Wealth Management, LLC166$32.5K0.01%+166New
WealthCollab, LLC173$33.9K0.02%+30+21.0%Added
Meeder Asset Management Inc178$34.9K0.00%−7−3.8%Reduced
Ancora Advisors, LLC180$35.2K0.00%+100+125.0%Added
Hilltop National Bank183$35.8K0.01%+183New
REAP Financial Group, LLC200$39.2K0.01%00.0%Unchanged
Ameritas Advisory Services, LLC200$39.2K0.00%+200New
Bogart Wealth, LLC211$41.3K0.00%−2−0.9%Reduced
Hemington Wealth Management215$42.0K0.01%+6+2.9%Added
WPG Advisers, LLC227$44.5K0.04%+106+87.6%Added
Cullen/Frost Bankers, Inc.230$45.0K0.00%+230New
South State Corp.238$46.6K0.00%−380−61.5%Reduced
Aspect Partners, LLC250$49.0K0.02%00.0%Unchanged
Whipplewood Advisors, LLC253$49.5K0.03%+186+277.6%Added
NBC Securities, Inc.265$51.0K0.00%+17+6.9%Added
True Wealth Design, LLC262$51.4K0.02%+19+7.8%Added
Massmutual Trust Co FSB273$53.5K0.00%+8+3.0%Added
Huntington National Bank280$54.8K0.00%+52+22.8%Added
Symmetry Peak Management LLC290$56.8K0.64%+290New
Stonehage Fleming Financial Services Holdings Ltd301$58.9K0.00%00.0%Unchanged
LRI Investments, LLC320$62.7K0.01%+279+680.5%Added
New Millennium Group LLC328$64.2K0.04%+190+137.7%Added
Essential Partners LLC334$65.4K0.03%+334New
AdvisorNet Financial, Inc347$68.0K0.00%+27+8.4%Added
Game Plan Financial Advisors, LLC350$68.5K0.03%00.0%Unchanged
Gordian Capital Singapore Pte Ltd400$78.3K0.11%−1,000−71.4%Reduced
Park Place Capital Corp430$79.5K0.02%+403+1,492.6%Added
CVA Family Office, LLC422$82.6K0.01%+30+7.7%Added
Hollencrest Capital Management438$85.8K0.00%−503−53.5%Reduced
Richard W. Paul & Associates, LLC456$89.3K0.03%00.0%Unchanged
TFC Financial Management461$90.3K0.01%+3+0.7%Added
ORG Partners LLC498$92.1K0.02%+53+11.9%Added
Park Square Financial Group, LLC478$93.7K0.07%00.0%Unchanged
Montag A & Associates Inc488$95.6K0.00%−1,157−70.3%Reduced
Pingora Partners LLC500$97.9K0.07%00.0%Unchanged
FNY Investment Advisers, LLC518$101.0K0.04%−402−43.7%Reduced
Fifth Third Bancorp547$107.1K0.00%+106+24.0%Added
Parkside Financial Bank & Trust550$107.7K0.01%+451+455.6%Added
Grove Bank & Trust553$108.3K0.01%+553New
Keystone Global Partners, LLC563$110.3K0.06%00.0%Unchanged
SRS Capital Advisors, Inc.570$111.6K0.01%+119+26.4%Added
First Horizon Advisors, Inc.591$115.7K0.00%+140+31.0%Added
Covestor Ltd591$116.0K0.07%−508−46.2%Reduced
Versant Capital Management, Inc601$117.7K0.02%−54−8.2%Reduced
Adalta Capital Management LLC615$120.4K0.06%00.0%Unchanged
Murphy & Mullick Capital Management Corp608$126.3K0.10%00.0%Unchanged
CoreCap Advisors, LLC664$130.0K0.01%+290+77.5%Added
AlphaCore Capital LLC686$134.3K0.01%+686New
Financially Speaking Inc700$137.1K0.09%+700New
Creative Financial Designs Inc751$147.1K0.01%+94+14.3%Added
Pacer Advisors, Inc.756$148.0K0.00%+690+1,045.5%Added
GeoWealth Management, LLC768$150.4K0.01%−11−1.4%Reduced
Financial Perspectives, Inc778$152.4K0.05%00.0%Unchanged
Sunbelt Securities, Inc.1,496$161.1K0.01%00.0%Unchanged
Atlantic Union Bankshares Corp900$176.2K0.00%+900New
IMA Wealth, Inc.999$195.6K0.02%+3+0.3%Added
Manchester Capital Management LLC1,013$198.4K0.03%−110−9.8%Reduced
Global Retirement Partners, LLC1,023$200.3K0.00%+1,023New
Paces Ferry Wealth Advisors, LLC1,028$201.3K0.09%+1,028New
Teza Capital Management LLC1,040$203.7K0.15%−2,041−66.2%Reduced
Shearwater Capital LLC1,040$203.7K0.13%+1,040New
Adams Wealth Management1,044$204.1K0.04%+1,044New
CacheTech Inc.1,044$204.1K0.04%+1,044New
Fidelis Capital Partners, LLC948$204.3K0.02%+948New
TD Private Client Wealth LLC1,044$204.4K0.01%+414+65.7%Added
PFG Investments, LLC1,049$205.4K0.01%+1,049New
U.S. Capital Wealth Advisors, LLC1,055$206.6K0.01%+1,055New
Willis Johnson & Associates, Inc.1,061$207.8K0.01%+1,061New
FSM Wealth Advisors, LLC1,087$209.6K0.03%+1,087New
Security National Bank1,074$210.3K0.04%+26+2.5%Added
Tripletail Wealth Management, LLC1,062$214.5K0.31%+1,062New
Sava Infond d.o.o.1,100$215.4K0.03%+100+10.0%Added
Consolidated Capital Management, LLC1,100$215.4K0.08%+1,100New
Naviter Wealth, LLC1,101$215.6K0.03%+1,101New
Optas, LLC1,107$216.8K0.04%+1,107New
QTR Family Wealth, LLC1,107$216.8K0.13%+1,107New
TABR Capital Management, LLC1,108$217.0K0.19%+1,108New
SeaCrest Wealth Management, LLC1,113$218.0K0.02%−970−46.6%Reduced
Spire Wealth Management1,120$219.3K0.01%+158+16.4%Added
Integrity Wealth Solutions LLC1,120$219.3K0.11%+1,120New
Prospect Financial Services LLC1,134$222.1K0.14%+1,134New
AE Wealth Management LLC1,135$222.3K0.00%−744−39.6%Reduced
MCF Advisors LLC1,139$223.1K0.01%00.0%Unchanged
Johnson Investment Counsel Inc1,144$224.0K0.00%+1,144New
Calton & Associates, Inc.1,147$224.6K0.04%+1,147New