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
- 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,228 | $75.0B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.9B |
| Q3 2025 | 1,039 | $61.4B |
| Q2 2025 | 947 | $54.6B |
| Q1 2025 | 872 | $30.1B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $20.8B |
| Q2 2024 | 652 | $21.2B |
| Q1 2024 | 709 | $29.6B |
| Q4 2023 | 678 | $23.3B |
| Q3 2023 | 573 | $15.8B |
| Q2 2023 | 560 | $16.0B |
| Q1 2023 | 572 | $16.2B |
| Q4 2022 | 550 | $11.0B |
| Q3 2022 | 563 | $12.9B |
| Q2 2022 | 550 | $10.4B |
| Q1 2022 | 641 | $28.0B |
| Q4 2021 | 681 | $29.8B |
| Q3 2021 | 620 | $24.6B |
| Q2 2021 | 537 | $22.6B |
| Q1 2021 | 507 | $13.7B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 4,012 | $785.0K | 0.05% | −1,034−20.5% | Reduced |
| Cornerstone Enterprises, LLC | 4,040 | $791.2K | 0.43% | +4,040 | New |
| Menard Financial Group LLC | 4,044 | $791.9K | 0.47% | −105−2.5% | Reduced |
| Yousif Capital Management, LLC | 4,044 | $791.9K | 0.01% | +75+1.9% | Added |
| Mount Yale Investment Advisors, LLC | 4,091 | $801.1K | 0.06% | +1,644+67.2% | Added |
| Pallas Capital Advisors LLC | 4,104 | $803.7K | 0.03% | +1,178+40.3% | Added |
| Merit Financial Group, LLC | 4,109 | $804.7K | 0.01% | +1,651+67.2% | Added |
| Bryce Point Capital, LLC | 4,161 | $814.8K | 0.69% | +4,161 | New |
| Atomi Financial Group, Inc. | 4,185 | $819.6K | 0.03% | +568+15.7% | Added |
| Pacific Capital Partners Ltd | 4,285 | $839.1K | 0.79% | 00.0% | Unchanged |
| Shell Asset Management Co | 4,301 | $842.0K | 0.03% | +2,269+111.7% | Added |
| Coldstream Capital Management Inc | 4,301 | $842.2K | 0.01% | +681+18.8% | Added |
| GraniteShares Advisors LLC | 4,310 | $844.0K | 0.52% | −233−5.1% | Reduced |
| APG Asset Management US Inc. | 4,591 | $849.1K | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 4,336 | $849.1K | 0.05% | +804+22.8% | Added |
| Cravens & Co Advisors, LLC | 4,389 | $859.5K | 0.64% | −107−2.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 4,447 | $870.9K | 0.00% | +4,447 | New |
| Robeco Institutional Asset Management B.V. | 4,474 | $876.1K | 0.00% | −564−11.2% | Reduced |
| Cynosure Management, LLC | 4,494 | $880.1K | 0.10% | −86−1.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,495 | $880.2K | 0.05% | +258+6.1% | Added |
| Lazard Asset Management LLC | 4,525 | $885.0K | 0.00% | +3,148+228.6% | Added |
| ASB Consultores, LLC | 4,555 | $892.0K | 0.60% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 4,556 | $892.2K | 0.03% | +51+1.1% | Added |
| Abn Amro Investment Solutions | 4,557 | $892.4K | 0.02% | +511+12.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 4,571 | $895.1K | 0.03% | +221+5.1% | Added |
| United Capital Financial Advisers, LLC | 4,573 | $895.5K | 0.01% | −87−1.9% | Reduced |
| Pinkerton Retirement Specialists, LLC | 4,627 | $906.1K | 0.11% | +4,627 | New |
| Bryn Mawr Trust Co | 4,683 | $917.1K | 0.02% | −296−5.9% | Reduced |
| Callan Family Office, LLC | 4,731 | $926.5K | 0.03% | +4,731 | New |
| Left Brain Wealth Management, LLC | 4,765 | $933.1K | 0.33% | +1,460+44.2% | Added |
| Driehaus Capital Management LLC | 4,890 | $957.6K | 0.01% | −1,004−17.0% | Reduced |
| Wedmont Private Capital | 5,033 | $973.8K | 0.04% | −118−2.3% | Reduced |
| Advisory Services Network, LLC | 4,690 | $974.0K | 0.02% | −3,232−40.8% | Reduced |
| Resources Investment Advisors, LLC. | 5,007 | $980.5K | 0.01% | +707+16.4% | Added |
| Emerald Advisers, LLC | 5,029 | $984.8K | 0.04% | +94+1.9% | Added |
| Moore Capital Management, LP | 5,036 | $986.2K | 0.02% | +5,036 | New |
| Plato Investment Management Ltd | 5,061 | $987.5K | 0.07% | +1,979+64.2% | Added |
| Meeder Advisory Services, Inc. | 5,170 | $1.01M | 0.05% | +704+15.8% | Added |
| UniSuper Management Pty Ltd | 5,200 | $1.02M | 0.01% | −600−10.3% | Reduced |
| Axxcess Wealth Management, LLC | 5,203 | $1.02M | 0.02% | +3,085+145.7% | Added |
| J.W. Cole Advisors, Inc. | 5,240 | $1.03M | 0.02% | +967+22.6% | Added |
| Principal Securities, Inc. | 5,258 | $1.03M | 0.02% | +3,344+174.7% | Added |
| Wealth Management Partners, LLC | 5,427 | $1.05M | 0.37% | +1,168+27.4% | Added |
| Castle Hook Partners LP | 5,365 | $1.05M | 0.02% | +5,365 | New |
| Parallel Advisors, LLC | 5,370 | $1.05M | 0.02% | +1,499+38.7% | Added |
| Prime Capital Investment Advisors, LLC | 5,391 | $1.06M | 0.01% | −1,071−16.6% | Reduced |
| Van Hulzen Asset Management, LLC | 5,405 | $1.06M | 0.09% | +80+1.5% | Added |
| Moneta Group Investment Advisors LLC | 5,424 | $1.06M | 0.01% | +170+3.2% | Added |
| Prelude Capital Management, LLC | 5,443 | $1.07M | 0.10% | −1,182−17.8% | Reduced |
| Freestone Capital Holdings, LLC | 5,453 | $1.07M | 0.04% | +190+3.6% | Added |
| Mutual of America Capital Management LLC | 5,454 | $1.07M | 0.01% | +5,454 | New |
| Sequoia Financial Advisors, LLC | 5,459 | $1.07M | 0.01% | +1,002+22.5% | Added |
| Guggenheim Capital LLC | 5,471 | $1.07M | 0.01% | −38−0.7% | Reduced |
| MYDA Advisors LLC | 5,500 | $1.08M | 0.30% | −1,500−21.4% | Reduced |
| DC Investments Management, LLC | 5,532 | $1.08M | 0.45% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 5,570 | $1.09M | 0.07% | −3,212−36.6% | Reduced |
| Paradigm Asset Management Co LLC | 5,600 | $1.10M | 0.27% | +5,600 | New |
| Prudential PLC | 5,612 | $1.10M | 0.01% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 5,635 | $1.10M | 0.13% | +436+8.4% | Added |
| Miracle Mile Advisors, LLC | 5,647 | $1.11M | 0.02% | +590+11.7% | Added |
| Hilltop Holdings Inc. | 5,688 | $1.11M | 0.07% | +45+0.8% | Added |
| Pitcairn Co | 5,751 | $1.13M | 0.07% | −776−11.9% | Reduced |
| Wealthedge Investment Advisors, LLC | 5,802 | $1.14M | 0.47% | −6,330−52.2% | Reduced |
| Diversify Wealth Management, LLC | 5,667 | $1.15M | 0.07% | +2,285+67.6% | Added |
| Flow Traders U.S. LLC | 5,875 | $1.15M | 0.04% | +5,875 | New |
| Private Advisor Group, LLC | 5,880 | $1.15M | 0.01% | +677+13.0% | Added |
| Putney Financial Group LLC | 5,894 | $1.15M | 1.17% | −298−4.8% | Reduced |
| Bridgewater Advisors Inc. | 5,817 | $1.16M | 0.09% | +21+0.4% | Added |
| Schonfeld Strategic Advisors LLC | 5,980 | $1.17M | 0.01% | −248,219−97.6% | Reduced |
| Vise Technologies, Inc. | 5,985 | $1.17M | 0.05% | +5,985 | New |
| SPX Equities Gestao de Recursos Ltda | 6,000 | $1.17M | 0.11% | −19,000−76.0% | Reduced |
| Triglav Skladi, D.O.O. | 6,000 | $1.17M | 0.08% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 6,062 | $1.19M | 0.01% | −4,165−40.7% | Reduced |
| Vestcor Inc | 6,087 | $1.19M | 0.04% | +191+3.2% | Added |
| Vestmark Advisory Solutions, Inc. | 6,107 | $1.20M | 0.02% | −857−12.3% | Reduced |
| Burling Wealth Partners, LLC | 6,107 | $1.20M | 0.22% | +6,107 | New |
| Metis Global Partners, LLC | 6,139 | $1.20M | 0.03% | −1,357−18.1% | Reduced |
| RSM US Wealth Management LLC | 6,169 | $1.21M | 0.02% | +1,064+20.8% | Added |
| Seven Springs Wealth Group, LLC | 6,236 | $1.22M | 0.30% | +6,236 | New |
| LRT Capital Management, LLC | 6,316 | $1.24M | 0.73% | +610+10.7% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 6,346 | $1.24M | 0.56% | +6,346 | New |
| Miller Financial Services LLC | 6,487 | $1.27M | 1.62% | +625+10.7% | Added |
| Afg Fiduciary Services Limited Partnership | 6,941 | $1.28M | 0.83% | −3,013−30.3% | Reduced |
| SlateStone Wealth, LLC | 6,671 | $1.31M | 0.12% | +3,490+109.7% | Added |
| Stratos Wealth Partners, LTD. | 6,671 | $1.31M | 0.02% | +44+0.7% | Added |
| Walleye Capital LLC | 6,739 | $1.32M | 0.01% | −28,312−80.8% | Reduced |
| Groupama Asset Managment | – | $1.32M | 0.02% | – | New |
| Illinois Municipal Retirement Fund | 6,824 | $1.34M | 0.02% | +6,824 | New |
| Meridian Wealth Management, LLC | 6,831 | $1.34M | 0.06% | +323+5.0% | Added |
| Thoma Capital Management LLC | 6,866 | $1.34M | 0.86% | +96+1.4% | Added |
| Retireful, LLC | 6,886 | $1.35M | 0.93% | −4,043−37.0% | Reduced |
| Advisory Resource Group | 6,932 | $1.36M | 0.26% | −1,863−21.2% | Reduced |
| Harvest Fund Management Co., Ltd | 6,967 | $1.36M | 0.06% | +2,187+45.8% | Added |
| Assenagon Asset Management S.A. | 6,991 | $1.37M | 0.00% | +533+8.3% | Added |
| Sphera Management Technology Funds Ltd | 7,000 | $1.37M | 0.84% | +1,000+16.7% | Added |
| Shelton Wealth Management, LLC | 7,013 | $1.37M | 0.69% | +7,013 | New |
| Capital Market Strategies LLC | 7,048 | $1.38M | 0.96% | −1,090−13.4% | Reduced |
| Ofi Invest Asset Management | 8,285 | $1.38M | 0.03% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 7,098 | $1.39M | 0.16% | −583−7.6% | Reduced |
| LJI Wealth Management, LLC | 7,100 | $1.39M | 0.24% | 00.0% | Unchanged |