Skip to main content

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
Van Hulzen Asset Management, LLC5,405$1.06M0.09%+80+1.5%Added
Prime Capital Investment Advisors, LLC5,391$1.06M0.01%−1,071−16.6%Reduced
Parallel Advisors, LLC5,370$1.05M0.02%+1,499+38.7%Added
Castle Hook Partners LP5,365$1.05M0.02%+5,365New
Wealth Management Partners, LLC5,427$1.05M0.37%+1,168+27.4%Added
Principal Securities, Inc.5,258$1.03M0.02%+3,344+174.7%Added
J.W. Cole Advisors, Inc.5,240$1.03M0.02%+967+22.6%Added
Axxcess Wealth Management, LLC5,203$1.02M0.02%+3,085+145.7%Added
UniSuper Management Pty Ltd5,200$1.02M0.01%−600−10.3%Reduced
Meeder Advisory Services, Inc.5,170$1.01M0.05%+704+15.8%Added
Plato Investment Management Ltd5,061$987.5K0.07%+1,979+64.2%Added
Moore Capital Management, LP5,036$986.2K0.02%+5,036New
Emerald Advisers, LLC5,029$984.8K0.04%+94+1.9%Added
Resources Investment Advisors, LLC.5,007$980.5K0.01%+707+16.4%Added
Advisory Services Network, LLC4,690$974.0K0.02%−3,232−40.8%Reduced
Wedmont Private Capital5,033$973.8K0.04%−118−2.3%Reduced
Driehaus Capital Management LLC4,890$957.6K0.01%−1,004−17.0%Reduced
Left Brain Wealth Management, LLC4,765$933.1K0.33%+1,460+44.2%Added
Callan Family Office, LLC4,731$926.5K0.03%+4,731New
Bryn Mawr Trust Co4,683$917.1K0.02%−296−5.9%Reduced
Pinkerton Retirement Specialists, LLC4,627$906.1K0.11%+4,627New
United Capital Financial Advisers, LLC4,573$895.5K0.01%−87−1.9%Reduced
Gerber Kawasaki Wealth & Investment Management4,571$895.1K0.03%+221+5.1%Added
Abn Amro Investment Solutions4,557$892.4K0.02%+511+12.6%Added
Daymark Wealth Partners, LLC4,556$892.2K0.03%+51+1.1%Added
ASB Consultores, LLC4,555$892.0K0.60%00.0%Unchanged
Lazard Asset Management LLC4,525$885.0K0.00%+3,148+228.6%Added
Dorsey & Whitney Trust CO LLC4,495$880.2K0.05%+258+6.1%Added
Cynosure Management, LLC4,494$880.1K0.10%−86−1.9%Reduced
Robeco Institutional Asset Management B.V.4,474$876.1K0.00%−564−11.2%Reduced
Jacobs Levy Equity Management, Inc4,447$870.9K0.00%+4,447New
Cravens & Co Advisors, LLC4,389$859.5K0.64%−107−2.4%Reduced
Siemens Fonds Invest GmbH4,336$849.1K0.05%+804+22.8%Added
APG Asset Management US Inc.4,591$849.1K0.01%00.0%Unchanged
GraniteShares Advisors LLC4,310$844.0K0.52%−233−5.1%Reduced
Coldstream Capital Management Inc4,301$842.2K0.01%+681+18.8%Added
Shell Asset Management Co4,301$842.0K0.03%+2,269+111.7%Added
Pacific Capital Partners Ltd4,285$839.1K0.79%00.0%Unchanged
Atomi Financial Group, Inc.4,185$819.6K0.03%+568+15.7%Added
Bryce Point Capital, LLC4,161$814.8K0.69%+4,161New
Merit Financial Group, LLC4,109$804.7K0.01%+1,651+67.2%Added
Pallas Capital Advisors LLC4,104$803.7K0.03%+1,178+40.3%Added
Mount Yale Investment Advisors, LLC4,091$801.1K0.06%+1,644+67.2%Added
Menard Financial Group LLC4,044$791.9K0.47%−105−2.5%Reduced
Yousif Capital Management, LLC4,044$791.9K0.01%+75+1.9%Added
Cornerstone Enterprises, LLC4,040$791.2K0.43%+4,040New
Thoroughbred Financial Services, LLC4,012$785.0K0.05%−1,034−20.5%Reduced
Greycroft LP4,000$783.3K0.57%00.0%Unchanged
Forum Financial Management, LP3,978$779.0K0.01%+311+8.5%Added
Main Street Financial Solutions, LLC3,929$769.4K0.06%00.0%Unchanged
Kingsview Wealth Management, LLC3,913$766.3K0.01%+2,081+113.6%Added
DRW Securities, LLC3,739$732.2K0.05%+3,739New
Apollon Wealth Management, LLC3,696$723.8K0.01%+761+25.9%Added
HighPoint Advisor Group LLC3,691$722.8K0.04%+642+21.1%Added
Mount Lucas Management LP3,687$722.0K0.34%+1,314+55.4%Added
Atria Wealth Solutions, Inc.3,682$719.1K0.02%−3,360−47.7%Reduced
Crossmark Global Holdings, Inc.3,662$717.1K0.01%+1,027+39.0%Added
Cache Advisors, LLC3,650$714.8K0.19%+3,650New
Sowell Financial Services LLC3,595$704.0K0.03%+1,585+78.9%Added
Powell Investment Advisors, LLC3,583$701.7K0.26%+500+16.2%Added
Raiffeisen Bank International AG3,534$692.1K0.01%00.0%Unchanged
Diversify Advisory Services, LLC3,407$689.4K0.03%+3,407New
Wealthcare Advisory Partners LLC3,484$682.3K0.02%+232+7.1%Added
Camden Capital, LLC3,471$679.7K0.06%+578+20.0%Added
Prospera Financial Services Inc3,471$679.7K0.01%+13+0.4%Added
Brookstone Capital Management3,468$679.1K0.01%−77−2.2%Reduced
Ring Mountain Capital, LLC3,426$676.1K0.41%−434−11.2%Reduced
Synergy Financial Group, LTD3,444$674.4K0.50%−101−2.8%Reduced
Independence Bank of Kentucky3,385$662.9K0.09%−200−5.6%Reduced
Sender Co & Partners, Inc.3,373$660.5K0.19%−2,707−44.5%Reduced
International Assets Investment Management, LLC3,359$657.8K0.05%+978+41.1%Added
Ossiam3,343$654.7K0.01%+64+2.0%Added
Krane Funds Advisors LLC3,335$653.1K0.03%+461+16.0%Added
Barings LLC3,325$651.1K0.02%−4,700−58.6%Reduced
Morse Asset Management, Inc3,300$646.2K0.14%+3,300New
Reliant Investment Partners, LLC3,266$639.6K0.56%+3,266New
NewEdge Wealth, LLC3,004$632.1K0.01%−539−15.2%Reduced
Palumbo Wealth Management LLC3,193$625.3K0.19%−72−2.2%Reduced
Central Pacific Bank - Trust Division3,192$625.1K0.08%−841−20.9%Reduced
Fedenia Advisers LLC3,160$618.8K0.29%+90+2.9%Added
Ellevest, Inc.3,108$608.6K0.10%−1,426−31.5%Reduced
Cigna Investments Inc3,049$597.0K0.10%+10+0.3%Added
OV Management LLC3,032$593.8K0.50%−5,055−62.5%Reduced
Farmers Trust Co3,000$587.5K0.11%00.0%Unchanged
Allworth Financial LP2,994$586.4K0.00%+213+7.7%Added
Sagespring Wealth Partners, LLC2,974$582.3K0.01%+350+13.3%Added
National Asset Management, Inc.2,966$580.8K0.03%+49+1.7%Added
Archer Investment Corp2,900$567.9K0.14%00.0%Unchanged
HB Wealth Management, LLC2,888$565.6K0.00%−206−6.7%Reduced
Colonial River Wealth Management, LLC3,099$563.8K0.24%+3,099New
Concurrent Investment Advisors, LLC2,875$562.9K0.01%−4,144−59.0%Reduced
Kestra Private Wealth Services, LLC2,813$550.9K0.01%−411−12.7%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,811$550.5K0.00%+11+0.4%Added
Ronald Blue Trust, Inc.2,802$548.7K0.01%+2,228+388.2%Added
Qtron Investments LLC2,793$547.0K0.07%00.0%Unchanged
Brighton Jones LLC2,775$543.5K0.01%−1,398−33.5%Reduced
Frank, Rimerman Advisors LLC2,770$542.4K0.04%+527+23.5%Added
Clarendon Private LLC2,703$529.3K0.51%−20−0.7%Reduced
Principal Street Partners, LLC2,630$515.0K0.05%+2,630New
Personal Cfo Solutions, LLC2,628$514.6K0.10%+107+4.2%Added