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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 $69.8B 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.

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: $54.3B
Q1 2021: $13.7BQ2 2021: $22.6BQ3 2021: $24.6BQ4 2021: $29.8BQ1 2022: $28.0BQ2 2022: $10.3BQ3 2022: $12.9BQ4 2022: $10.9BQ1 2023: $15.1BQ2 2023: $16.0BQ3 2023: $15.8BQ4 2023: $20.7BQ1 2024: $24.2BQ2 2024: $21.1BQ3 2024: $20.7BQ4 2024: $28.4BQ1 2025: $29.8BQ2 2025: $54.3BQ3 2025: $59.1BQ4 2025: $54.8BQ1 2026: $57.1BQ2 2026: $69.8B
Institutions holding NET and their total value by quarter
QuarterHoldersValue
Q2 20261,228$69.8B
Q1 20261,139$57.1B
Q4 20251,091$54.8B
Q3 20251,039$59.1B
Q2 2025947$54.3B
Q1 2025872$29.8B
Q4 2024772$28.4B
Q3 2024680$20.7B
Q2 2024652$21.1B
Q1 2024709$24.2B
Q4 2023678$20.7B
Q3 2023573$15.8B
Q2 2023560$16.0B
Q1 2023572$15.1B
Q4 2022550$10.9B
Q3 2022563$12.9B
Q2 2022550$10.3B
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
Highline Wealth Partners LLC29$5.68K0.00%+15+107.1%Added
Raffa Wealth Management, LLC28$5.48K0.00%00.0%Unchanged
DecisionPoint Financial, LLC29$5.36K0.00%+20+222.2%Added
Beacon Capital Management, LLC27$5.29K0.00%−50−64.9%Reduced
CX Institutional28$5.00K0.00%00.0%Unchanged
Fairscale Capital, LLC24$4.98K0.00%+24New
BankPlus Trust Department25$4.90K0.00%00.0%Unchanged
WealthTrak Capital Management LLC25$4.90K0.00%+14+127.3%Added
Traub Capital Management LLC25$4.90K0.00%+25New
West Branch Capital LLC24$4.70K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC21$4.11K0.00%+21New
GFG Capital, LLC21$4.11K0.00%+21New
Stone House Investment Management, LLC20$3.92K0.00%−10−33.3%Reduced
Salem Investment Counselors Inc20$3.92K0.00%00.0%Unchanged
Insight Financial Services17$3.33K0.00%00.0%Unchanged
Evergreen Private Wealth LLC17$3.33K0.00%+17New
HHM Wealth Advisors, LLC16$3.13K0.00%00.0%Unchanged
S&T Bank16$3.13K0.00%−11−40.7%Reduced
Principia Wealth Advisory, LLC16$3.13K0.00%+2+14.3%Added
SJS Investment Consulting Inc.15$2.94K0.00%−3−16.7%Reduced
UMA Financial Services, Inc.15$2.94K0.00%−17−53.1%Reduced
IMG Wealth Management, Inc.15$2.94K0.00%+15New
Millstone Evans Group, LLC15$2.94K0.00%+15New
Colonial Trust Co14$2.68K0.00%+14New
Clear Investment Research, LLC13$2.55K0.00%−4−23.5%Reduced
DiNuzzo Private Wealth, Inc.13$2.55K0.00%00.0%Unchanged
Rise Advisors, LLC13$2.55K0.00%+3+30.0%Added
Stephens Consulting, LLC13$2.55K0.00%+7+116.7%Added
Tortoise Investment Management, LLC12$2.35K0.00%+12New
Rialto Wealth Management, LLC11$2.15K0.00%+11New
Financial Network Wealth Advisors LLC11$2.15K0.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC11$2.15K0.00%00.0%Unchanged
Maseco LLP11$2.15K0.00%+11New
Horrell Capital Management, Inc.9$1.76K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC9$1.76K0.00%+5+125.0%Added
Bare Financial Services, Inc8$1.57K0.00%+8New
American Capital Advisory, LLC8$1.57K0.00%+8New
Plante Moran Financial Advisors, LLC5$9790.00%00.0%Unchanged
Parkworth Wealth Management, Inc.5$9790.00%+3+150.0%Added
Delta Asset Management LLC4$7830.00%00.0%Unchanged
Crewe Advisors LLC3$5880.00%+3New
PayPay Securities Corp3$5870.03%−2−40.0%Reduced
Horizon Investments, LLC2$3920.00%−1−33.3%Reduced
HFM Investment Advisors, LLC2$3920.00%+1+100.0%Added
Trifecta Capital Advisors, LLC2$3920.00%+2New
Core Alternative Capital1$1960.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC1$1960.00%00.0%Unchanged
Activest Wealth Management0$00.00%−7−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−804,645−100.0%Sold out
Twinbeech Capital LP0$00.00%−328,156−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−281,483−100.0%Sold out
Capital Fund Management S.A.0$00.00%−274,107−100.0%Sold out
Trexquant Investment LP0$00.00%−174,042−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−170,568−100.0%Sold out
Alberta Investment Management Corp0$00.00%−153,405−100.0%Sold out
Twin Tree Management, LP0$00.00%−108,012−100.0%Sold out
Quadrature Capital Ltd0$00.00%−99,579−100.0%Sold out
Readystate Asset Management LP0$00.00%−93,768−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−91,525−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−80,844−100.0%Sold out
Jump Financial, LLC0$00.00%−72,057−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−66,065−100.0%Sold out
Privium Fund Management B.V.0$00.00%−60,000−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−40,503−100.0%Sold out
Interval Partners, LP0$00.00%−37,914−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−30,008−100.0%Sold out
Estate Counselors, LLC0$00.00%−28,025−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−28,002−100.0%Sold out
IMC-Chicago, LLC0$00.00%−27,699−100.0%Sold out
Sciencast Management LP0$00.00%−25,800−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−23,734−100.0%Sold out
BCJ Capital Management, LLC0$00.00%−22,986−100.0%Sold out
Soros Fund Management LLCSuperinvestorSoros Fund Management0$00.00%−22,951−100.0%Sold out
Moody Lynn & Lieberson, LLC0$00.00%−20,936−100.0%Sold out
Sona Asset Management (US) LLC0$00.00%−17,600−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−12,509−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−15,884−100.0%Sold out
ARS Investment Partners, LLC0$00.00%−16,376−100.0%Sold out
Ilex Capital Partners (UK) LLP0$00.00%−15,140−100.0%Sold out
Soviero Asset Management, LP0$00.00%−15,000−100.0%Sold out
Connective Capital Management, LLC0$00.00%−12,682−100.0%Sold out
Aigen Investment Management, LP0$00.00%−12,119−100.0%Sold out
Allstate Corp0$00.00%−11,471−100.0%Sold out
Maxi Investments CY Ltd0$00.00%−11,457−100.0%Sold out
Dakota Wealth Management0$00.00%−11,268−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−10,560−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−10,306−100.0%Sold out
Semanteon Capital Management, LP0$00.00%−10,250−100.0%Sold out
Board of the Pension Protection Fund0$00.00%−9,400−100.0%Sold out
AXS Investments LLC0$00.00%−9,095−100.0%Sold out
Natixis0$00.00%−9,080−100.0%Sold out
Scientech Research LLC0$00.00%−8,481−100.0%Sold out
Royal Fund Management, LLC0$00.00%−8,136−100.0%Sold out
Centiva Capital, LP0$00.00%−6,682−100.0%Sold out
Caption Management, LLC0$00.00%−6,300−100.0%Sold out
Wexford Capital LP0$00.00%−6,000−100.0%Sold out
V2 Financial group LLC0$00.00%−5,516−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−5,407−100.0%Sold out
Magnetar Financial LLC0$00.00%−5,335−100.0%Sold out
Encompass More Asset Management0$00.00%−5,026−100.0%Sold out