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 |
|---|---|---|---|---|---|
| Titleist Asset Management, LLC | 10,192 | $2.00M | 0.20% | −138−1.3% | Reduced |
| Steel Peak Wealth Management LLC | 10,184 | $1.99M | 0.08% | +102+1.0% | Added |
| Susquehanna Fundamental Investments, LLC | 10,142 | $1.99M | 0.05% | −69,485−87.3% | Reduced |
| Keystone Wealth Services, LLC | 10,129 | $1.98M | 0.48% | +1,474+17.0% | Added |
| Integrated Wealth Concepts LLC | 10,121 | $1.98M | 0.02% | +1,176+13.1% | Added |
| The PNC Financial Services Group, Inc. | 9,961 | $1.95M | 0.00% | +2,722+37.6% | Added |
| Brandywine Managers, LLC | 9,906 | $1.94M | 1.93% | 00.0% | Unchanged |
| Bank of Nova Scotia | 9,442 | $1.85M | 0.00% | +4,757+101.5% | Added |
| Everence Capital Management Inc | 9,380 | $1.84M | 0.12% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 9,343 | $1.83M | 0.04% | −2,750−22.7% | Reduced |
| Calamos Wealth Management LLC | 9,170 | $1.80M | 0.08% | +7,004+323.4% | Added |
| Kirtland Hills Capital Management, LLC | 9,168 | $1.80M | 0.83% | +3,269+55.4% | Added |
| 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 |
| Portman Square Capital LLP | 9,095 | $1.78M | 0.19% | −1,027−10.1% | Reduced |
| Western Wealth Management, LLC | 9,003 | $1.76M | 0.10% | +2,228+32.9% | Added |
| Atlas Brown,Inc. | 8,847 | $1.73M | 0.56% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 8,869 | $1.72M | 0.04% | −1,100−11.0% | Reduced |
| National Bank of Canada | 8,726 | $1.71M | 0.00% | −2,474−22.1% | Reduced |
| EverSource Wealth Advisors, LLC | 8,566 | $1.68M | 0.08% | +7,933+1,253.2% | Added |
| Equitable Holdings, Inc. | 8,442 | $1.65M | 0.01% | +6,516+338.3% | Added |
| Green Alpha Advisors, LLC | 8,437 | $1.65M | 1.58% | −599−6.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,419 | $1.65M | 0.01% | +1,822+27.6% | Added |
| Western Financial Corp | 8,377 | $1.64M | 0.88% | −150−1.8% | Reduced |
| Oribel Capital Management, LP | 8,300 | $1.63M | 0.09% | −20,800−71.5% | Reduced |
| Atria Investments LLC | 8,282 | $1.62M | 0.02% | +8,282 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 8,280 | $1.62M | 0.11% | −574−6.5% | Reduced |
| Integrated Advisors Network LLC | 8,264 | $1.62M | 0.07% | +8,264 | New |
| Mediolanum International Funds Ltd | 8,313 | $1.61M | 0.02% | +1,896+29.5% | Added |
| Peapack Gladstone Financial Corp | 8,180 | $1.60M | 0.02% | −100−1.2% | Reduced |
| Pier 88 Investment Partners LLC | 8,180 | $1.60M | 0.30% | −4,540−35.7% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 8,006 | $1.57M | 0.16% | +8,006 | New |
| MAI Capital Management | 7,952 | $1.56M | 0.01% | −100−1.2% | Reduced |
| Calamos Advisors LLC | 7,850 | $1.54M | 0.01% | +1,850+30.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,771 | $1.52M | 0.06% | +1,530+24.5% | Added |
| Altrafin AG | 7,700 | $1.51M | 0.51% | +425+5.8% | Added |
| Clarus Wealth Advisors | 7,761 | $1.50M | 0.69% | +330+4.4% | Added |
| Clearbridge Investments, LLC | 7,630 | $1.49M | 0.00% | +7,630 | New |
| Coastal Investment Advisors, Inc. | 7,616 | $1.49M | 0.59% | +2,727+55.8% | Added |
| Change Path, LLC | 7,601 | $1.49M | 0.04% | +364+5.0% | Added |
| Stance Capital LLC | 7,563 | $1.48M | 0.56% | +7,563 | New |
| BNP Paribas | 7,419 | $1.45M | 0.05% | −111−1.5% | Reduced |
| Bank of Hawaii | 7,415 | $1.45M | 0.08% | +1,322+21.7% | Added |
| Virtue Capital Management, LLC | 7,376 | $1.44M | 0.27% | −1,573−17.6% | Reduced |
| Ballentine Partners, LLC | 7,272 | $1.42M | 0.02% | +3,223+79.6% | Added |
| Financial Advisory Service, Inc. | 7,155 | $1.40M | 0.10% | −137−1.9% | Reduced |
| Westwood Holdings Group Inc. | 7,112 | $1.39M | 0.01% | −2,173−23.4% | Reduced |
| LJI Wealth Management, LLC | 7,100 | $1.39M | 0.24% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 7,098 | $1.39M | 0.16% | −583−7.6% | Reduced |
| Ofi Invest Asset Management | 8,285 | $1.38M | 0.03% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 7,048 | $1.38M | 0.96% | −1,090−13.4% | Reduced |
| Shelton Wealth Management, LLC | 7,013 | $1.37M | 0.69% | +7,013 | New |
| Sphera Management Technology Funds Ltd | 7,000 | $1.37M | 0.84% | +1,000+16.7% | Added |
| Assenagon Asset Management S.A. | 6,991 | $1.37M | 0.00% | +533+8.3% | Added |
| Harvest Fund Management Co., Ltd | 6,967 | $1.36M | 0.06% | +2,187+45.8% | Added |
| Advisory Resource Group | 6,932 | $1.36M | 0.26% | −1,863−21.2% | Reduced |
| Retireful, LLC | 6,886 | $1.35M | 0.93% | −4,043−37.0% | Reduced |
| Thoma Capital Management LLC | 6,866 | $1.34M | 0.86% | +96+1.4% | Added |
| Meridian Wealth Management, LLC | 6,831 | $1.34M | 0.06% | +323+5.0% | Added |
| Illinois Municipal Retirement Fund | 6,824 | $1.34M | 0.02% | +6,824 | New |
| Groupama Asset Managment | – | $1.32M | 0.02% | – | New |
| Walleye Capital LLC | 6,739 | $1.32M | 0.01% | −28,312−80.8% | Reduced |
| Stratos Wealth Partners, LTD. | 6,671 | $1.31M | 0.02% | +44+0.7% | Added |
| SlateStone Wealth, LLC | 6,671 | $1.31M | 0.12% | +3,490+109.7% | Added |
| Afg Fiduciary Services Limited Partnership | 6,941 | $1.28M | 0.83% | −3,013−30.3% | Reduced |
| Miller Financial Services LLC | 6,487 | $1.27M | 1.62% | +625+10.7% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 6,346 | $1.24M | 0.56% | +6,346 | New |
| LRT Capital Management, LLC | 6,316 | $1.24M | 0.73% | +610+10.7% | Added |
| Seven Springs Wealth Group, LLC | 6,236 | $1.22M | 0.30% | +6,236 | New |
| RSM US Wealth Management LLC | 6,169 | $1.21M | 0.02% | +1,064+20.8% | Added |
| Metis Global Partners, LLC | 6,139 | $1.20M | 0.03% | −1,357−18.1% | Reduced |
| 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 |
| Vestcor Inc | 6,087 | $1.19M | 0.04% | +191+3.2% | Added |
| Cresset Asset Management, LLC | 6,062 | $1.19M | 0.01% | −4,165−40.7% | Reduced |
| 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 |
| Vise Technologies, Inc. | 5,985 | $1.17M | 0.05% | +5,985 | New |
| Schonfeld Strategic Advisors LLC | 5,980 | $1.17M | 0.01% | −248,219−97.6% | Reduced |
| Bridgewater Advisors Inc. | 5,817 | $1.16M | 0.09% | +21+0.4% | Added |
| Putney Financial Group LLC | 5,894 | $1.15M | 1.17% | −298−4.8% | Reduced |
| Private Advisor Group, LLC | 5,880 | $1.15M | 0.01% | +677+13.0% | Added |
| Flow Traders U.S. LLC | 5,875 | $1.15M | 0.04% | +5,875 | New |
| Diversify Wealth Management, LLC | 5,667 | $1.15M | 0.07% | +2,285+67.6% | Added |
| Wealthedge Investment Advisors, LLC | 5,802 | $1.14M | 0.47% | −6,330−52.2% | Reduced |
| Pitcairn Co | 5,751 | $1.13M | 0.07% | −776−11.9% | Reduced |
| Hilltop Holdings Inc. | 5,688 | $1.11M | 0.07% | +45+0.8% | Added |
| Miracle Mile Advisors, LLC | 5,647 | $1.11M | 0.02% | +590+11.7% | Added |
| Everhart Financial Group, Inc. | 5,635 | $1.10M | 0.13% | +436+8.4% | Added |
| Prudential PLC | 5,612 | $1.10M | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 5,600 | $1.10M | 0.27% | +5,600 | New |
| Knights of Columbus Asset Advisors LLC | 5,570 | $1.09M | 0.07% | −3,212−36.6% | Reduced |
| DC Investments Management, LLC | 5,532 | $1.08M | 0.45% | 00.0% | Unchanged |
| MYDA Advisors LLC | 5,500 | $1.08M | 0.30% | −1,500−21.4% | Reduced |
| Guggenheim Capital LLC | 5,471 | $1.07M | 0.01% | −38−0.7% | Reduced |
| Sequoia Financial Advisors, LLC | 5,459 | $1.07M | 0.01% | +1,002+22.5% | Added |
| Mutual of America Capital Management LLC | 5,454 | $1.07M | 0.01% | +5,454 | New |
| Freestone Capital Holdings, LLC | 5,453 | $1.07M | 0.04% | +190+3.6% | Added |
| Prelude Capital Management, LLC | 5,443 | $1.07M | 0.10% | −1,182−17.8% | Reduced |
| Moneta Group Investment Advisors LLC | 5,424 | $1.06M | 0.01% | +170+3.2% | Added |