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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
Moors & Cabot, Inc.2,026$396.8K0.02%+2,026New
Avestar Capital, LLC2,033$398.1K0.03%−50−2.4%Reduced
Capital Asset Advisory Services LLC2,168$401.0K0.02%+50+2.4%Added
IFP Advisors, Inc2,049$401.4K0.01%+505+32.7%Added
Savant Capital, LLC2,063$404.0K0.00%+2,063New
Howard Capital Management Inc.2,076$406.5K0.01%+294+16.5%Added
Bridges Investment Management Inc2,100$411.2K0.01%+26+1.3%Added
Full Sail Capital, LLC2,106$412.4K0.02%−2−0.1%Reduced
Silvercrest Asset Management Group LLC2,115$414.2K0.00%00.0%Unchanged
Pacific Wealth Strategies Group, Inc.2,000$415.4K0.27%00.0%Unchanged
Stock Yards Bank & Trust Co2,133$417.7K0.01%−1,801−45.8%Reduced
ICONIQ Capital, LLC2,136$418.3K0.01%+126+6.3%Added
Souders Financial Advisors2,154$421.8K0.05%−607−22.0%Reduced
Sivia Capital Partners, LLC2,164$423.8K0.14%+2,164New
Portside Wealth Group, LLC2,179$426.7K0.06%+2,179New
Steward Partners Investment Advisory, LLC2,198$430.4K0.00%+144+7.0%Added
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna2,204$431.6K0.17%+269+13.9%Added
Kovack Advisors, Inc.2,240$438.7K0.04%−175−7.2%Reduced
Wetherby Asset Management Inc2,241$438.9K0.02%+2,241New
Ascent Group, LLC2,264$443.4K0.02%+2,264New
Chicago Partners Investment Group LLC2,347$443.9K0.01%+280+13.5%Added
Kingswood Wealth Advisors, LLC2,284$447.3K0.04%+366+19.1%Added
Livforsakringsbolaget Skandia, Omsesidigt2,296$449.4K0.02%00.0%Unchanged
West Family Investments, Inc.2,304$451.2K0.12%+2,304New
LeConte Wealth Management, LLC2,308$452.0K0.31%+2,308New
Pinnacle Associates Ltd2,318$453.9K0.01%−229−9.0%Reduced
Challenger Wealth Management2,318$453.9K0.31%+18+0.8%Added
Blueshift Asset Management, LLC2,336$457.5K0.14%−7,572−76.4%Reduced
EP Wealth Advisors, LLC2,341$458.4K0.00%+240+11.4%Added
Snowden Capital Advisors LLC2,361$462.4K0.01%+2,361New
Aaron Wealth Advisors2,382$466.5K0.05%+496+26.3%Added
Avant Financial Advisors LLC2,400$470.0K0.39%00.0%Unchanged
Graham Capital Management, L.P.2,410$471.9K0.01%+2,410New
West Michigan Advisors, LLC2,438$477.4K0.13%+2,438New
Premier Path Wealth Partners, LLC2,462$482.1K0.07%+139+6.0%Added
Umb Bank N A2,464$482.5K0.01%+17+0.7%Added
Mirae Asset Global ETFs Holdings Ltd.2,468$483.3K0.00%+250+11.3%Added
Harbour Investments, Inc.2,479$485.5K0.01%+98+4.1%Added
Bokf, NA2,500$489.6K0.01%00.0%Unchanged
Cardiff Park Advisors, LLC2,506$490.8K0.04%−220−8.1%Reduced
Evoke Wealth, LLC2,507$490.9K0.01%+183+7.9%Added
Truvestments Capital LLC2,521$493.7K0.10%+203+8.8%Added
Gill Capital Partners, LLC2,544$498.2K0.16%−217−7.9%Reduced
TownSquare Capital, LLC2,565$502.3K0.05%−23,772−90.3%Reduced
Sovran Advisors, LLC2,606$502.5K0.05%−384−12.8%Reduced
Ostrum Asset Management2,571$503.5K0.02%+1,356+111.6%Added
Huntleigh Advisors, Inc.2,612$511.5K0.10%+8+0.3%Added
Personal Cfo Solutions, LLC2,628$514.6K0.10%+107+4.2%Added
Principal Street Partners, LLC2,630$515.0K0.05%+2,630New
Clarendon Private LLC2,703$529.3K0.51%−20−0.7%Reduced
Frank, Rimerman Advisors LLC2,770$542.4K0.04%+527+23.5%Added
Brighton Jones LLC2,775$543.5K0.01%−1,398−33.5%Reduced
Qtron Investments LLC2,793$547.0K0.07%00.0%Unchanged
Ronald Blue Trust, Inc.2,802$548.7K0.01%+2,228+388.2%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,811$550.5K0.00%+11+0.4%Added
Kestra Private Wealth Services, LLC2,813$550.9K0.01%−411−12.7%Reduced
Concurrent Investment Advisors, LLC2,875$562.9K0.01%−4,144−59.0%Reduced
Colonial River Wealth Management, LLC3,099$563.8K0.24%+3,099New
HB Wealth Management, LLC2,888$565.6K0.00%−206−6.7%Reduced
Archer Investment Corp2,900$567.9K0.14%00.0%Unchanged
National Asset Management, Inc.2,966$580.8K0.03%+49+1.7%Added
Sagespring Wealth Partners, LLC2,974$582.3K0.01%+350+13.3%Added
Allworth Financial LP2,994$586.4K0.00%+213+7.7%Added
Farmers Trust Co3,000$587.5K0.11%00.0%Unchanged
OV Management LLC3,032$593.8K0.50%−5,055−62.5%Reduced
Cigna Investments Inc3,049$597.0K0.10%+10+0.3%Added
Ellevest, Inc.3,108$608.6K0.10%−1,426−31.5%Reduced
Fedenia Advisers LLC3,160$618.8K0.29%+90+2.9%Added
Central Pacific Bank - Trust Division3,192$625.1K0.08%−841−20.9%Reduced
Palumbo Wealth Management LLC3,193$625.3K0.19%−72−2.2%Reduced
NewEdge Wealth, LLC3,004$632.1K0.01%−539−15.2%Reduced
Reliant Investment Partners, LLC3,266$639.6K0.56%+3,266New
Morse Asset Management, Inc3,300$646.2K0.14%+3,300New
Barings LLC3,325$651.1K0.02%−4,700−58.6%Reduced
Krane Funds Advisors LLC3,335$653.1K0.03%+461+16.0%Added
Ossiam3,343$654.7K0.01%+64+2.0%Added
International Assets Investment Management, LLC3,359$657.8K0.05%+978+41.1%Added
Sender Co & Partners, Inc.3,373$660.5K0.19%−2,707−44.5%Reduced
Independence Bank of Kentucky3,385$662.9K0.09%−200−5.6%Reduced
Synergy Financial Group, LTD3,444$674.4K0.50%−101−2.8%Reduced
Ring Mountain Capital, LLC3,426$676.1K0.41%−434−11.2%Reduced
Brookstone Capital Management3,468$679.1K0.01%−77−2.2%Reduced
Prospera Financial Services Inc3,471$679.7K0.01%+13+0.4%Added
Camden Capital, LLC3,471$679.7K0.06%+578+20.0%Added
Wealthcare Advisory Partners LLC3,484$682.3K0.02%+232+7.1%Added
Diversify Advisory Services, LLC3,407$689.4K0.03%+3,407New
Raiffeisen Bank International AG3,534$692.1K0.01%00.0%Unchanged
Powell Investment Advisors, LLC3,583$701.7K0.26%+500+16.2%Added
Sowell Financial Services LLC3,595$704.0K0.03%+1,585+78.9%Added
Cache Advisors, LLC3,650$714.8K0.19%+3,650New
Crossmark Global Holdings, Inc.3,662$717.1K0.01%+1,027+39.0%Added
Atria Wealth Solutions, Inc.3,682$719.1K0.02%−3,360−47.7%Reduced
Mount Lucas Management LP3,687$722.0K0.34%+1,314+55.4%Added
HighPoint Advisor Group LLC3,691$722.8K0.04%+642+21.1%Added
Apollon Wealth Management, LLC3,696$723.8K0.01%+761+25.9%Added
DRW Securities, LLC3,739$732.2K0.05%+3,739New
Kingsview Wealth Management, LLC3,913$766.3K0.01%+2,081+113.6%Added
Main Street Financial Solutions, LLC3,929$769.4K0.06%00.0%Unchanged
Forum Financial Management, LP3,978$779.0K0.01%+311+8.5%Added
Greycroft LP4,000$783.3K0.57%00.0%Unchanged