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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
Huntleigh Advisors, Inc.2,612$511.5K0.10%+8+0.3%Added
Ostrum Asset Management2,571$503.5K0.02%+1,356+111.6%Added
Sovran Advisors, LLC2,606$502.5K0.05%−384−12.8%Reduced
TownSquare Capital, LLC2,565$502.3K0.05%−23,772−90.3%Reduced
Gill Capital Partners, LLC2,544$498.2K0.16%−217−7.9%Reduced
Truvestments Capital LLC2,521$493.7K0.10%+203+8.8%Added
Evoke Wealth, LLC2,507$490.9K0.01%+183+7.9%Added
Cardiff Park Advisors, LLC2,506$490.8K0.04%−220−8.1%Reduced
Bokf, NA2,500$489.6K0.01%00.0%Unchanged
Harbour Investments, Inc.2,479$485.5K0.01%+98+4.1%Added
Mirae Asset Global ETFs Holdings Ltd.2,468$483.3K0.00%+250+11.3%Added
Umb Bank N A2,464$482.5K0.01%+17+0.7%Added
Premier Path Wealth Partners, LLC2,462$482.1K0.07%+139+6.0%Added
West Michigan Advisors, LLC2,438$477.4K0.13%+2,438New
Graham Capital Management, L.P.2,410$471.9K0.01%+2,410New
Avant Financial Advisors LLC2,400$470.0K0.39%00.0%Unchanged
Aaron Wealth Advisors2,382$466.5K0.05%+496+26.3%Added
Snowden Capital Advisors LLC2,361$462.4K0.01%+2,361New
EP Wealth Advisors, LLC2,341$458.4K0.00%+240+11.4%Added
Blueshift Asset Management, LLC2,336$457.5K0.14%−7,572−76.4%Reduced
Pinnacle Associates Ltd2,318$453.9K0.01%−229−9.0%Reduced
Challenger Wealth Management2,318$453.9K0.31%+18+0.8%Added
LeConte Wealth Management, LLC2,308$452.0K0.31%+2,308New
West Family Investments, Inc.2,304$451.2K0.12%+2,304New
Livforsakringsbolaget Skandia, Omsesidigt2,296$449.4K0.02%00.0%Unchanged
Kingswood Wealth Advisors, LLC2,284$447.3K0.04%+366+19.1%Added
Chicago Partners Investment Group LLC2,347$443.9K0.01%+280+13.5%Added
Ascent Group, LLC2,264$443.4K0.02%+2,264New
Wetherby Asset Management Inc2,241$438.9K0.02%+2,241New
Kovack Advisors, Inc.2,240$438.7K0.04%−175−7.2%Reduced
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna2,204$431.6K0.17%+269+13.9%Added
Steward Partners Investment Advisory, LLC2,198$430.4K0.00%+144+7.0%Added
Portside Wealth Group, LLC2,179$426.7K0.06%+2,179New
Sivia Capital Partners, LLC2,164$423.8K0.14%+2,164New
Souders Financial Advisors2,154$421.8K0.05%−607−22.0%Reduced
ICONIQ Capital, LLC2,136$418.3K0.01%+126+6.3%Added
Stock Yards Bank & Trust Co2,133$417.7K0.01%−1,801−45.8%Reduced
Pacific Wealth Strategies Group, Inc.2,000$415.4K0.27%00.0%Unchanged
Silvercrest Asset Management Group LLC2,115$414.2K0.00%00.0%Unchanged
Full Sail Capital, LLC2,106$412.4K0.02%−2−0.1%Reduced
Bridges Investment Management Inc2,100$411.2K0.01%+26+1.3%Added
Howard Capital Management Inc.2,076$406.5K0.01%+294+16.5%Added
Savant Capital, LLC2,063$404.0K0.00%+2,063New
IFP Advisors, Inc2,049$401.4K0.01%+505+32.7%Added
Capital Asset Advisory Services LLC2,168$401.0K0.02%+50+2.4%Added
Avestar Capital, LLC2,033$398.1K0.03%−50−2.4%Reduced
Moors & Cabot, Inc.2,026$396.8K0.02%+2,026New
Sterling Investment Advisors, Ltd.2,018$395.2K0.09%00.0%Unchanged
Lodestone Wealth Management LLC2,015$394.6K0.19%+192+10.5%Added
Larson Financial Group LLC2,012$394.0K0.02%+147+7.9%Added
Panagora Asset Management Inc2,006$392.8K0.00%−140−6.5%Reduced
BOCHK Asset Management Ltd2,000$391.7K0.11%−95,155−97.9%Reduced
Strategic Blueprint, LLC1,997$391.1K0.02%−3−0.2%Reduced
LVW Advisors, LLC1,975$386.8K0.04%+1,975New
Skopos Labs, Inc.1,972$386.2K0.05%+469+31.2%Added
Teamwork Financial Advisors, LLC1,959$383.6K0.05%+1,959New
Quent Capital, LLC1,946$381.1K0.04%−86−4.2%Reduced
We Are One Seven, LLC1,933$378.5K0.01%+1,933New
Alamea Verwaltungs GmbH1,929$377.8K0.28%00.0%Unchanged
Leonteq Securities AG1,926$377.2K0.02%−16,264−89.4%Reduced
Peak Asset Management, LLC1,920$376.0K0.07%00.0%Unchanged
Rakuten Securities, Inc.1,900$372.1K0.15%−256−11.9%Reduced
Flagship Harbor Advisors, LLC1,896$371.3K0.02%00.0%Unchanged
FineMark National Bank & Trust1,891$370.3K0.01%−150−7.3%Reduced
Rockbridge Investment Management, LCC1,854$363.1K0.04%00.0%Unchanged
Fiduciary Planning LLC1,854$363.1K0.12%+54+3.0%Added
Mutual Advisors, LLC1,819$360.9K0.01%+145+8.7%Added
KPP Advisory Services LLC1,836$359.5K0.06%00.0%Unchanged
Accel Wealth Management1,825$357.4K0.12%−5−0.3%Reduced
Summit Financial, LLC1,815$355.4K0.01%+1,815New
Sigma Planning Corp1,800$352.5K0.01%−484−21.2%Reduced
Boothbay Fund Management, LLC1,792$350.9K0.01%−4,000−69.1%Reduced
Alliance Wealth Advisors, LLC1,761$344.9K0.08%+1,761New
Alta Advisers Ltd1,735$339.8K0.12%+1,735New
Conestoga Capital Advisors, LLC1,730$338.8K0.01%+1,730New
Axq Capital, LP1,725$337.8K0.11%−376−17.9%Reduced
Fukoku Mutual Life Insurance Co1,720$336.8K0.02%+1,720New
Pinnacle Wealth Management Advisory Group, LLC1,671$327.2K0.03%−239−12.5%Reduced
Graypoint LLC1,659$324.9K0.02%−266−13.8%Reduced
Abacus Planning Group, Inc.1,657$324.5K0.05%+1,657New
Hummer Financial Advisory Services Inc1,650$323.1K0.24%+1,650New
Insigneo Advisory Services, LLC1,647$322.5K0.03%+1,647New
Aprio Wealth Management, LLC1,620$317.2K0.04%+1,620New
180 Wealth Advisors, LLC1,607$314.7K0.04%+1,607New
Fourth Dimension Wealth, LLC1,540$301.6K0.13%+899+140.2%Added
Argent Trust Co1,535$300.6K0.01%+1,535New
Dynamic Advisor Solutions LLC1,528$299.2K0.01%−454−22.9%Reduced
1776 Wealth LLC1,527$299.0K0.12%+1,527New
PDS Planning, Inc1,523$298.2K0.02%+1,523New
Herold Advisors, Inc.1,520$297.7K0.06%+1,520New
Focused Wealth Management, Inc1,513$296.3K0.04%+1,513New
Buckingham Strategic Partners1,508$294.9K0.00%+1,508New
Moseley Investment Management Inc1,506$294.9K0.10%+1,506New
TD Waterhouse Canada Inc.1,593$294.7K0.00%+101+6.8%Added
Sanders Morris Harris LLC1,500$293.7K0.07%+1,500New
Balboa Wealth Partners1,500$293.7K0.06%+1,500New
J. Goldman & Co LP1,451$284.1K0.01%+1,451New
Advisors Asset Management, Inc.1,443$282.6K0.01%−125−8.0%Reduced
Core Wealth Partners LLC1,440$282.0K0.14%+1,440New
Westpac Banking Corp1,425$279.1K0.02%+219+18.2%Added