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 |
|---|---|---|---|---|---|
| Westwood Holdings Group Inc. | 7,112 | $1.39M | 0.01% | −2,173−23.4% | Reduced |
| Financial Advisory Service, Inc. | 7,155 | $1.40M | 0.10% | −137−1.9% | Reduced |
| Ballentine Partners, LLC | 7,272 | $1.42M | 0.02% | +3,223+79.6% | Added |
| Virtue Capital Management, LLC | 7,376 | $1.44M | 0.27% | −1,573−17.6% | Reduced |
| Bank of Hawaii | 7,415 | $1.45M | 0.08% | +1,322+21.7% | Added |
| BNP Paribas | 7,419 | $1.45M | 0.05% | −111−1.5% | Reduced |
| Stance Capital LLC | 7,563 | $1.48M | 0.56% | +7,563 | New |
| Change Path, LLC | 7,601 | $1.49M | 0.04% | +364+5.0% | Added |
| Coastal Investment Advisors, Inc. | 7,616 | $1.49M | 0.59% | +2,727+55.8% | Added |
| Clearbridge Investments, LLC | 7,630 | $1.49M | 0.00% | +7,630 | New |
| Clarus Wealth Advisors | 7,761 | $1.50M | 0.69% | +330+4.4% | Added |
| Altrafin AG | 7,700 | $1.51M | 0.51% | +425+5.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,771 | $1.52M | 0.06% | +1,530+24.5% | Added |
| Calamos Advisors LLC | 7,850 | $1.54M | 0.01% | +1,850+30.8% | Added |
| MAI Capital Management | 7,952 | $1.56M | 0.01% | −100−1.2% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 8,006 | $1.57M | 0.16% | +8,006 | New |
| Pier 88 Investment Partners LLC | 8,180 | $1.60M | 0.30% | −4,540−35.7% | Reduced |
| Peapack Gladstone Financial Corp | 8,180 | $1.60M | 0.02% | −100−1.2% | Reduced |
| Mediolanum International Funds Ltd | 8,313 | $1.61M | 0.02% | +1,896+29.5% | Added |
| Integrated Advisors Network LLC | 8,264 | $1.62M | 0.07% | +8,264 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 8,280 | $1.62M | 0.11% | −574−6.5% | Reduced |
| Atria Investments LLC | 8,282 | $1.62M | 0.02% | +8,282 | New |
| Oribel Capital Management, LP | 8,300 | $1.63M | 0.09% | −20,800−71.5% | Reduced |
| Western Financial Corp | 8,377 | $1.64M | 0.88% | −150−1.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,419 | $1.65M | 0.01% | +1,822+27.6% | Added |
| Green Alpha Advisors, LLC | 8,437 | $1.65M | 1.58% | −599−6.6% | Reduced |
| Equitable Holdings, Inc. | 8,442 | $1.65M | 0.01% | +6,516+338.3% | Added |
| EverSource Wealth Advisors, LLC | 8,566 | $1.68M | 0.08% | +7,933+1,253.2% | Added |
| National Bank of Canada | 8,726 | $1.71M | 0.00% | −2,474−22.1% | Reduced |
| Northwest & Ethical Investments L.P. | 8,869 | $1.72M | 0.04% | −1,100−11.0% | Reduced |
| Atlas Brown,Inc. | 8,847 | $1.73M | 0.56% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 9,003 | $1.76M | 0.10% | +2,228+32.9% | Added |
| Portman Square Capital LLP | 9,095 | $1.78M | 0.19% | −1,027−10.1% | Reduced |
| Belpointe Asset Management LLC | 9,118 | $1.79M | 0.07% | +1,331+17.1% | Added |
| Fortis Capital Advisors, LLC | 9,118 | $1.79M | 0.32% | +1,331+17.1% | Added |
| Kirtland Hills Capital Management, LLC | 9,168 | $1.80M | 0.83% | +3,269+55.4% | Added |
| Calamos Wealth Management LLC | 9,170 | $1.80M | 0.08% | +7,004+323.4% | Added |
| Mission Wealth Management, LP | 9,343 | $1.83M | 0.04% | −2,750−22.7% | Reduced |
| Everence Capital Management Inc | 9,380 | $1.84M | 0.12% | 00.0% | Unchanged |
| Bank of Nova Scotia | 9,442 | $1.85M | 0.00% | +4,757+101.5% | Added |
| Brandywine Managers, LLC | 9,906 | $1.94M | 1.93% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,961 | $1.95M | 0.00% | +2,722+37.6% | Added |
| Integrated Wealth Concepts LLC | 10,121 | $1.98M | 0.02% | +1,176+13.1% | Added |
| Keystone Wealth Services, LLC | 10,129 | $1.98M | 0.48% | +1,474+17.0% | Added |
| Susquehanna Fundamental Investments, LLC | 10,142 | $1.99M | 0.05% | −69,485−87.3% | Reduced |
| Steel Peak Wealth Management LLC | 10,184 | $1.99M | 0.08% | +102+1.0% | Added |
| Titleist Asset Management, LLC | 10,192 | $2.00M | 0.20% | −138−1.3% | Reduced |
| Signaturefd, LLC | 10,221 | $2.00M | 0.03% | +159+1.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,237 | $2.00M | 0.02% | −10,810−51.4% | Reduced |
| SBI Securities Co., Ltd. | 10,368 | $2.03M | 0.06% | +26+0.3% | Added |
| Oppenheimer & Co Inc | 10,383 | $2.03M | 0.03% | −5,961−36.5% | Reduced |
| Jupiter Asset Management Ltd | 10,384 | $2.03M | 0.02% | +10,384 | New |
| Avantax Advisory Services, Inc. | 10,407 | $2.04M | 0.01% | +3,705+55.3% | Added |
| Proactive Wealth Strategies LLC | 10,615 | $2.08M | 0.98% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 10,689 | $2.09M | 0.02% | +8,027+301.5% | Added |
| Omers Administration Corp | 10,715 | $2.10M | 0.02% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 10,729 | $2.10M | 0.12% | +10,729 | New |
| Joel Isaacson & Co., LLC | 10,885 | $2.13M | 0.09% | +10+0.1% | Added |
| ExodusPoint Capital Management, LP | 11,051 | $2.16M | 0.03% | +11,051 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 11,106 | $2.17M | 0.01% | −2,326−17.3% | Reduced |
| Generali Asset Management SPA SGR | 11,117 | $2.18M | 0.05% | +128+1.2% | Added |
| Tokio Marine Asset Management Co Ltd | 11,220 | $2.20M | 0.08% | +532+5.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 11,357 | $2.22M | 0.06% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 11,508 | $2.25M | 0.03% | −1,000−8.0% | Reduced |
| E Fund Management Co., Ltd. | 11,594 | $2.27M | 0.11% | +11,594 | New |
| Malaga Cove Capital, LLC | 11,654 | $2.28M | 0.90% | −383−3.2% | Reduced |
| Ocean Capital Management, LLC | 11,668 | $2.28M | 0.50% | +2,060+21.4% | Added |
| STRS Ohio | 11,779 | $2.31M | 0.01% | +5,673+92.9% | Added |
| AG2R la Mondiale Gestion D'Actifs | 11,975 | $2.35M | 0.12% | −289−2.4% | Reduced |
| Keybank National Association | 12,024 | $2.35M | 0.01% | +8,608+252.0% | Added |
| Creekmur Asset Management LLC | 12,042 | $2.36M | 0.42% | +12,042 | New |
| Farther Finance Advisors, LLC | 12,076 | $2.36M | 0.05% | −38−0.3% | Reduced |
| Geneos Wealth Management Inc. | 12,136 | $2.38M | 0.06% | −2,976−19.7% | Reduced |
| Keystone Investors Pte Ltd | 12,138 | $2.38M | 0.49% | +12,138 | New |
| Profund Advisors LLC | 12,222 | $2.39M | 0.09% | −5,726−31.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 12,511 | $2.45M | 0.46% | −3,798−23.3% | Reduced |
| Bulltick Wealth Management, LLC | 12,524 | $2.45M | 0.61% | +12,524 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 12,742 | $2.50M | 0.02% | +2,941+30.0% | Added |
| Engineers Gate Manager LP | 12,807 | $2.51M | 0.03% | −97,375−88.4% | Reduced |
| CIBC World Markets Corp | 12,857 | $2.52M | 0.02% | −1,054−7.6% | Reduced |
| CIBC Asset Management Inc | 12,961 | $2.54M | 0.01% | +86+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 12,962 | $2.54M | 0.00% | +321+2.5% | Added |
| Castle Rock Wealth Management, LLC | 12,943 | $2.57M | 0.60% | +1,229+10.5% | Added |
| Grandview Asset Management LLC | 13,356 | $2.62M | 0.84% | +150+1.1% | Added |
| M&T Bank Corp | 13,396 | $2.62M | 0.01% | +667+5.2% | Added |
| NTV Asset Management LLC | 13,400 | $2.62M | 0.31% | −300−2.2% | Reduced |
| Park Avenue Securities LLC | 13,424 | $2.63M | 0.02% | +2,772+26.0% | Added |
| Jones Financial Companies LLLP | 13,578 | $2.63M | 0.00% | +4,832+55.2% | Added |
| MBM Wealth Consultants, LLC | 13,480 | $2.64M | 0.71% | −2,489−15.6% | Reduced |
| Alps Advisors Inc | 13,949 | $2.73M | 0.02% | −3,256−18.9% | Reduced |
| Brinker Capital Investments, LLC | 13,957 | $2.73M | 0.02% | +7,585+119.0% | Added |
| Summit Trail Advisors, LLC | 14,621 | $2.86M | 0.05% | +2,517+20.8% | Added |
| Blue Barn Wealth, LLC | 14,674 | $2.87M | 1.35% | +352+2.5% | Added |
| Sandler Capital Management | 14,678 | $2.87M | 1.00% | −6,915−32.0% | Reduced |
| Maryland State Retirement & Pension System | 14,999 | $2.94M | 0.06% | +982+7.0% | Added |
| Cushing Asset Management, LP | 15,000 | $2.94M | 0.18% | +15,000 | New |
| Donoghue Forlines LLC | 15,042 | $2.95M | 0.84% | −3,814−20.2% | Reduced |
| Independent Solutions Wealth Management, LLC | 15,059 | $2.95M | 0.58% | +11,230+293.3% | Added |
| Colony Group, LLC | 15,101 | $2.96M | 0.01% | −220−1.4% | Reduced |
| Black Swift Group, LLC | 15,250 | $2.99M | 0.60% | +900+6.3% | Added |