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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,228 | $69.8B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.8B |
| Q3 2025 | 1,039 | $59.1B |
| Q2 2025 | 947 | $54.3B |
| Q1 2025 | 872 | $29.8B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $20.7B |
| Q2 2024 | 652 | $21.1B |
| Q1 2024 | 709 | $24.2B |
| Q4 2023 | 678 | $20.7B |
| Q3 2023 | 573 | $15.8B |
| Q2 2023 | 560 | $16.0B |
| Q1 2023 | 572 | $15.1B |
| Q4 2022 | 550 | $10.9B |
| Q3 2022 | 563 | $12.9B |
| Q2 2022 | 550 | $10.3B |
| 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 |
|---|---|---|---|---|---|
| EFG Asset Management (Americas) Corp. | 21,793 | $4.27M | 0.79% | −3,455−13.7% | Reduced |
| Vinva Investment Management Ltd | 21,405 | $4.15M | 0.11% | −35−0.2% | Reduced |
| TrueMark Investments, LLC | 21,180 | $4.15M | 0.90% | −813−3.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 21,053 | $4.13M | 0.02% | −4,273−16.9% | Reduced |
| Viking Fund Management LLC | 21,000 | $4.11M | 0.56% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 20,981 | $4.11M | 0.01% | −14,529−40.9% | Reduced |
| Foundations Investment Advisors, LLC | 20,971 | $4.11M | 0.06% | +3,112+17.4% | Added |
| Prudential Financial Inc | 20,685 | $4.05M | 0.01% | +6,972+50.8% | Added |
| Nicholas Investment Partners, LP | 20,472 | $4.01M | 0.36% | −1,637−7.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 20,300 | $3.98M | 0.05% | −2,800−12.1% | Reduced |
| D.A. Davidson & Co. | 20,023 | $3.92M | 0.03% | −263−1.3% | Reduced |
| Beacon Pointe Advisors, LLC | 19,852 | $3.89M | 0.04% | +562+2.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 19,650 | $3.85M | 1.08% | −1,320−6.3% | Reduced |
| RFG Advisory, LLC | 19,609 | $3.84M | 0.09% | +2,637+15.5% | Added |
| Kentucky Retirement Systems | 19,510 | $3.82M | 0.11% | −1,278−6.1% | Reduced |
| Entropy Technologies, LP | 19,427 | $3.80M | 0.30% | −6,617−25.4% | Reduced |
| Mackenzie Financial Corp | 19,345 | $3.79M | 0.00% | +1,257+6.9% | Added |
| SWS Partners | 19,277 | $3.78M | 1.02% | −3,671−16.0% | Reduced |
| MetLife Investment Management | 19,188 | $3.76M | 0.02% | +459+2.5% | Added |
| Consolidated Press International Holdings Ltd | 18,360 | $3.60M | 0.60% | −3,797−17.1% | Reduced |
| Azzad Asset Management Inc | 18,298 | $3.58M | 0.38% | +3,375+22.6% | Added |
| Numerai GP LLC | 18,020 | $3.53M | 0.51% | +3,515+24.2% | Added |
| Nwi Management LP | 18,000 | $3.52M | 0.32% | 00.0% | Unchanged |
| Vident Advisory, LLC | 17,783 | $3.48M | 0.04% | −886−4.7% | Reduced |
| Motley Fool Asset Management LLC | 17,752 | $3.48M | 0.16% | +1,691+10.5% | Added |
| Fortis Group Advisors, LLC | 16,721 | $3.47M | 0.63% | −7,960−32.3% | Reduced |
| Sanctuary Advisors, LLC | 17,686 | $3.46M | 0.02% | +5,861+49.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 17,572 | $3.44M | 0.03% | +3,114+21.5% | Added |
| Taylor Frigon Capital Management LLC | 17,229 | $3.37M | 1.79% | −1,112−6.1% | Reduced |
| TCG Advisory Services, LLC | 17,177 | $3.36M | 0.12% | +14,373+512.6% | Added |
| Highland Capital Management, LLC | 17,050 | $3.34M | 0.18% | +509+3.1% | Added |
| Intech Investment Management LLC | 16,925 | $3.31M | 0.03% | +6,605+64.0% | Added |
| Newbridge Financial Services Group, Inc. | 16,916 | $3.31M | 0.54% | +7,568+81.0% | Added |
| Lido Advisors, LLC | 16,849 | $3.30M | 0.02% | +1,283+8.2% | Added |
| Knollwood Investment Advisory, LLC | 16,800 | $3.29M | 0.32% | 00.0% | Unchanged |
| Woodline Partners LP | 16,654 | $3.26M | 0.02% | +16,654 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 16,500 | $3.23M | 1.69% | −6,300−27.6% | Reduced |
| Cannon Advisors, Inc. | 16,471 | $3.23M | 2.60% | +16,471 | New |
| Manufacturers Life Insurance Company, The | 16,461 | $3.22M | 0.00% | +2,093+14.6% | Added |
| Rafferty Asset Management, LLC | 16,166 | $3.17M | 0.01% | +133+0.8% | Added |
| Nia Impact Advisors, LLC | 15,904 | $3.11M | 1.08% | −690−4.2% | Reduced |
| PDT Partners, LLC | 15,892 | $3.11M | 0.18% | +13,300+513.1% | Added |
| CWM, LLC | 15,855 | $3.10M | 0.01% | +4,163+35.6% | Added |
| Balyasny Asset Management LLC | 15,814 | $3.10M | 0.01% | −111,998−87.6% | Reduced |
| Gulf International Bank (UK) Ltd | 15,544 | $3.04M | 0.11% | −2,115−12.0% | Reduced |
| Allianz Asset Management GmbH | 15,433 | $3.02M | 0.00% | −10,267−39.9% | Reduced |
| Hancock Whitney Corp | 15,267 | $2.99M | 0.06% | +1,857+13.8% | Added |
| Black Swift Group, LLC | 15,250 | $2.99M | 0.60% | +900+6.3% | Added |
| Colony Group, LLC | 15,101 | $2.96M | 0.01% | −220−1.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 15,059 | $2.95M | 0.58% | +11,230+293.3% | Added |
| Donoghue Forlines LLC | 15,042 | $2.95M | 0.84% | −3,814−20.2% | Reduced |
| Cushing Asset Management, LP | 15,000 | $2.94M | 0.18% | +15,000 | New |
| Maryland State Retirement & Pension System | 14,999 | $2.94M | 0.06% | +982+7.0% | Added |
| Sandler Capital Management | 14,678 | $2.87M | 1.00% | −6,915−32.0% | Reduced |
| Blue Barn Wealth, LLC | 14,674 | $2.87M | 1.35% | +352+2.5% | Added |
| Summit Trail Advisors, LLC | 14,621 | $2.86M | 0.05% | +2,517+20.8% | Added |
| Brinker Capital Investments, LLC | 13,957 | $2.73M | 0.02% | +7,585+119.0% | Added |
| Alps Advisors Inc | 13,949 | $2.73M | 0.02% | −3,256−18.9% | Reduced |
| MBM Wealth Consultants, LLC | 13,480 | $2.64M | 0.71% | −2,489−15.6% | Reduced |
| Jones Financial Companies LLLP | 13,578 | $2.63M | 0.00% | +4,832+55.2% | Added |
| Park Avenue Securities LLC | 13,424 | $2.63M | 0.02% | +2,772+26.0% | Added |
| NTV Asset Management LLC | 13,400 | $2.62M | 0.31% | −300−2.2% | Reduced |
| M&T Bank Corp | 13,396 | $2.62M | 0.01% | +667+5.2% | Added |
| Grandview Asset Management LLC | 13,356 | $2.62M | 0.84% | +150+1.1% | Added |
| Castle Rock Wealth Management, LLC | 12,943 | $2.57M | 0.60% | +1,229+10.5% | Added |
| Northwestern Mutual Wealth Management Co | 12,962 | $2.54M | 0.00% | +321+2.5% | Added |
| CIBC Asset Management Inc | 12,961 | $2.54M | 0.01% | +86+0.7% | Added |
| CIBC World Markets Corp | 12,857 | $2.52M | 0.02% | −1,054−7.6% | Reduced |
| Engineers Gate Manager LP | 12,807 | $2.51M | 0.03% | −97,375−88.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 12,742 | $2.50M | 0.02% | +2,941+30.0% | Added |
| Bulltick Wealth Management, LLC | 12,524 | $2.45M | 0.61% | +12,524 | New |
| Global Wealth Management Investment Advisory, Inc. | 12,511 | $2.45M | 0.46% | −3,798−23.3% | Reduced |
| Profund Advisors LLC | 12,222 | $2.39M | 0.09% | −5,726−31.9% | Reduced |
| Keystone Investors Pte Ltd | 12,138 | $2.38M | 0.49% | +12,138 | New |
| Geneos Wealth Management Inc. | 12,136 | $2.38M | 0.06% | −2,976−19.7% | Reduced |
| Farther Finance Advisors, LLC | 12,076 | $2.36M | 0.05% | −38−0.3% | Reduced |
| Creekmur Asset Management LLC | 12,042 | $2.36M | 0.42% | +12,042 | New |
| Keybank National Association | 12,024 | $2.35M | 0.01% | +8,608+252.0% | Added |
| AG2R la Mondiale Gestion D'Actifs | 11,975 | $2.35M | 0.12% | −289−2.4% | Reduced |
| STRS Ohio | 11,779 | $2.31M | 0.01% | +5,673+92.9% | Added |
| Ocean Capital Management, LLC | 11,668 | $2.28M | 0.50% | +2,060+21.4% | Added |
| Malaga Cove Capital, LLC | 11,654 | $2.28M | 0.90% | −383−3.2% | Reduced |
| E Fund Management Co., Ltd. | 11,594 | $2.27M | 0.11% | +11,594 | New |
| Investment Management Corp of Ontario | 11,508 | $2.25M | 0.03% | −1,000−8.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 11,357 | $2.22M | 0.06% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 11,220 | $2.20M | 0.08% | +532+5.0% | Added |
| Generali Asset Management SPA SGR | 11,117 | $2.18M | 0.05% | +128+1.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 11,106 | $2.17M | 0.01% | −2,326−17.3% | Reduced |
| ExodusPoint Capital Management, LP | 11,051 | $2.16M | 0.03% | +11,051 | New |
| Joel Isaacson & Co., LLC | 10,885 | $2.13M | 0.09% | +10+0.1% | Added |
| Index Fund Advisors, Inc. | 10,729 | $2.10M | 0.12% | +10,729 | New |
| Omers Administration Corp | 10,715 | $2.10M | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 10,689 | $2.09M | 0.02% | +8,027+301.5% | Added |
| Proactive Wealth Strategies LLC | 10,615 | $2.08M | 0.98% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10,407 | $2.04M | 0.01% | +3,705+55.3% | Added |
| Jupiter Asset Management Ltd | 10,384 | $2.03M | 0.02% | +10,384 | New |
| Oppenheimer & Co Inc | 10,383 | $2.03M | 0.03% | −5,961−36.5% | Reduced |
| SBI Securities Co., Ltd. | 10,368 | $2.03M | 0.06% | +26+0.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,237 | $2.00M | 0.02% | −10,810−51.4% | Reduced |
| Signaturefd, LLC | 10,221 | $2.00M | 0.03% | +159+1.6% | Added |