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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 $75.0B 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
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: 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: $54.6B
Q1 2021: $13.7BQ2 2021: $22.6BQ3 2021: $24.6BQ4 2021: $29.8BQ1 2022: $28.0BQ2 2022: $10.4BQ3 2022: $12.9BQ4 2022: $11.0BQ1 2023: $16.2BQ2 2023: $16.0BQ3 2023: $15.8BQ4 2023: $23.3BQ1 2024: $29.6BQ2 2024: $21.2BQ3 2024: $20.8BQ4 2024: $28.4BQ1 2025: $30.1BQ2 2025: $54.6BQ3 2025: $61.4BQ4 2025: $54.9BQ1 2026: $57.1BQ2 2026: $75.0B
Institutions holding NET and their total value by quarter
QuarterHoldersValue
Q2 20261,228$75.0B
Q1 20261,139$57.1B
Q4 20251,091$54.9B
Q3 20251,039$61.4B
Q2 2025947$54.6B
Q1 2025872$30.1B
Q4 2024772$28.4B
Q3 2024680$20.8B
Q2 2024652$21.2B
Q1 2024709$29.6B
Q4 2023678$23.3B
Q3 2023573$15.8B
Q2 2023560$16.0B
Q1 2023572$16.2B
Q4 2022550$11.0B
Q3 2022563$12.9B
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
Diversified Enterprises, LLC1,149$225.0K0.02%+1,149New
Lion Street Advisors, LLC1,150$225.2K0.07%+1,150New
Polymer Capital Management (HK) LTD1,150$225.2K0.04%+1,150New
Financiere des Professionnels - Fonds d,investissement inc.1,156$226.4K0.01%+1,156New
Resonant Capital Advisors, LLC1,168$228.7K0.01%+1,168New
Archetype Wealth Partners1,180$231.0K0.03%+1,180New
Masso Torrence Wealth Management Inc.1,181$231.3K0.11%+1,181New
Ritholtz Wealth Management1,185$232.0K0.01%+1,185New
Oak Thistle LLC1,185$232.1K0.03%+1,185New
Aptus Capital Advisors, LLC1,189$232.8K0.00%+1,189New
Objective Capital Management, LLC1,200$235.0K0.26%+1,200New
GAMMA Investing LLC1,202$235.4K0.01%+109+10.0%Added
Proficio Capital Partners LLC1,204$235.8K0.01%+1,204New
Total Clarity Wealth Management, Inc.1,220$238.9K0.07%+1,220New
Quadrant Private Wealth Management, LLC1,226$240.1K0.05%+1,226New
Real Talk Capital, LLC1,226$240.1K0.29%+1,226New
Revisor Wealth Management LLC1,337$243.3K0.09%+1,337New
Kazazian Asset Management, LLC1,250$244.8K0.34%−1,250−50.0%Reduced
New Republic Capital, LLC1,255$245.8K0.09%+1,255New
Smartleaf Asset Management LLC1,272$246.8K0.02%−48−3.6%Reduced
Birch Hill Investment Advisors LLC1,260$246.8K0.01%+1,260New
Covenant Partners, LLC1,270$248.7K0.07%+1,270New
Clearstead Advisors, LLC1,282$251.1K0.00%+199+18.4%Added
Alphadyne Asset Management LP1,286$251.8K0.76%+1,286New
Mayflower Financial Advisors, LLC1,289$252.4K0.04%−2,248−63.6%Reduced
Ameliora Wealth Management Ltd.1,289$252.4K0.09%−22−1.7%Reduced
Waterloo Capital, L.P.1,289$252.4K0.02%+1,289New
Legacy Advisory Services, LLC1,290$252.6K0.20%+1,290New
FIL Ltd1,295$253.6K0.00%+1,061+453.4%Added
Centaurus Financial, Inc.1,296$254.0K0.01%−8−0.6%Reduced
Pensionmark Financial Group, LLC1,301$254.8K0.01%+1,301New
Paradigm Financial Partners, LLC1,303$255.2K0.03%+1,303New
Advisor OS, LLC1,305$255.6K0.03%+1,305New
Warren Averett Asset Management, LLC1,305$255.6K0.00%+1,305New
Quotient Wealth Partners, LLC1,320$258.5K0.01%+1,320New
L2 Asset Management, LLC1,331$260.6K0.04%+1,331New
Paragon Advisors, LLC1,342$262.8K0.07%+1,342New
Liberty One Investment Management, LLC1,345$263.4K0.03%−830−38.2%Reduced
Strategy Asset Managers LLC1,351$264.6K0.05%+1,351New
Nwam LLC1,275$264.8K0.02%+1,275New
Flputnam Investment Management Co1,365$267.3K0.00%+1,365New
Benjamin Edwards Inc1,368$267.9K0.00%+1,368New
JT Stratford LLC1,388$271.8K0.04%−674−32.7%Reduced
Generali Investments, Management Co LLC1,393$272.4K0.06%+1,393New
Fortis Capital Management LLC1,398$273.8K0.04%+1,398New
Stonekeep Investments, LLC1,403$274.7K0.18%+1,403New
Greenleaf Trust1,422$278.5K0.00%+1,422New
Westpac Banking Corp1,425$279.1K0.02%+219+18.2%Added
Core Wealth Partners LLC1,440$282.0K0.14%+1,440New
Advisors Asset Management, Inc.1,443$282.6K0.01%−125−8.0%Reduced
J. Goldman & Co LP1,451$284.1K0.01%+1,451New
Sanders Morris Harris LLC1,500$293.7K0.07%+1,500New
Balboa Wealth Partners1,500$293.7K0.06%+1,500New
TD Waterhouse Canada Inc.1,593$294.7K0.00%+101+6.8%Added
Moseley Investment Management Inc1,506$294.9K0.10%+1,506New
Buckingham Strategic Partners1,508$294.9K0.00%+1,508New
Focused Wealth Management, Inc1,513$296.3K0.04%+1,513New
Herold Advisors, Inc.1,520$297.7K0.06%+1,520New
PDS Planning, Inc1,523$298.2K0.02%+1,523New
1776 Wealth LLC1,527$299.0K0.12%+1,527New
Dynamic Advisor Solutions LLC1,528$299.2K0.01%−454−22.9%Reduced
Argent Trust Co1,535$300.6K0.01%+1,535New
Fourth Dimension Wealth, LLC1,540$301.6K0.13%+899+140.2%Added
180 Wealth Advisors, LLC1,607$314.7K0.04%+1,607New
Aprio Wealth Management, LLC1,620$317.2K0.04%+1,620New
Insigneo Advisory Services, LLC1,647$322.5K0.03%+1,647New
Hummer Financial Advisory Services Inc1,650$323.1K0.24%+1,650New
Abacus Planning Group, Inc.1,657$324.5K0.05%+1,657New
Graypoint LLC1,659$324.9K0.02%−266−13.8%Reduced
Pinnacle Wealth Management Advisory Group, LLC1,671$327.2K0.03%−239−12.5%Reduced
Fukoku Mutual Life Insurance Co1,720$336.8K0.02%+1,720New
Axq Capital, LP1,725$337.8K0.11%−376−17.9%Reduced
Conestoga Capital Advisors, LLC1,730$338.8K0.01%+1,730New
Alta Advisers Ltd1,735$339.8K0.12%+1,735New
Alliance Wealth Advisors, LLC1,761$344.9K0.08%+1,761New
Boothbay Fund Management, LLC1,792$350.9K0.01%−4,000−69.1%Reduced
Sigma Planning Corp1,800$352.5K0.01%−484−21.2%Reduced
Summit Financial, LLC1,815$355.4K0.01%+1,815New
Accel Wealth Management1,825$357.4K0.12%−5−0.3%Reduced
KPP Advisory Services LLC1,836$359.5K0.06%00.0%Unchanged
Mutual Advisors, LLC1,819$360.9K0.01%+145+8.7%Added
Rockbridge Investment Management, LCC1,854$363.1K0.04%00.0%Unchanged
Fiduciary Planning LLC1,854$363.1K0.12%+54+3.0%Added
FineMark National Bank & Trust1,891$370.3K0.01%−150−7.3%Reduced
Flagship Harbor Advisors, LLC1,896$371.3K0.02%00.0%Unchanged
Rakuten Securities, Inc.1,900$372.1K0.15%−256−11.9%Reduced
Peak Asset Management, LLC1,920$376.0K0.07%00.0%Unchanged
Leonteq Securities AG1,926$377.2K0.02%−16,264−89.4%Reduced
Alamea Verwaltungs GmbH1,929$377.8K0.28%00.0%Unchanged
We Are One Seven, LLC1,933$378.5K0.01%+1,933New
Quent Capital, LLC1,946$381.1K0.04%−86−4.2%Reduced
Teamwork Financial Advisors, LLC1,959$383.6K0.05%+1,959New
Skopos Labs, Inc.1,972$386.2K0.05%+469+31.2%Added
LVW Advisors, LLC1,975$386.8K0.04%+1,975New
Strategic Blueprint, LLC1,997$391.1K0.02%−3−0.2%Reduced
BOCHK Asset Management Ltd2,000$391.7K0.11%−95,155−97.9%Reduced
Panagora Asset Management Inc2,006$392.8K0.00%−140−6.5%Reduced
Larson Financial Group LLC2,012$394.0K0.02%+147+7.9%Added
Lodestone Wealth Management LLC2,015$394.6K0.19%+192+10.5%Added
Sterling Investment Advisors, Ltd.2,018$395.2K0.09%00.0%Unchanged