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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
Greenleaf Trust1,422$278.5K0.00%+1,422New
Stonekeep Investments, LLC1,403$274.7K0.18%+1,403New
Fortis Capital Management LLC1,398$273.8K0.04%+1,398New
Generali Investments, Management Co LLC1,393$272.4K0.06%+1,393New
JT Stratford LLC1,388$271.8K0.04%−674−32.7%Reduced
Benjamin Edwards Inc1,368$267.9K0.00%+1,368New
Flputnam Investment Management Co1,365$267.3K0.00%+1,365New
Nwam LLC1,275$264.8K0.02%+1,275New
Strategy Asset Managers LLC1,351$264.6K0.05%+1,351New
Liberty One Investment Management, LLC1,345$263.4K0.03%−830−38.2%Reduced
Paragon Advisors, LLC1,342$262.8K0.07%+1,342New
L2 Asset Management, LLC1,331$260.6K0.04%+1,331New
Quotient Wealth Partners, LLC1,320$258.5K0.01%+1,320New
Warren Averett Asset Management, LLC1,305$255.6K0.00%+1,305New
Advisor OS, LLC1,305$255.6K0.03%+1,305New
Paradigm Financial Partners, LLC1,303$255.2K0.03%+1,303New
Pensionmark Financial Group, LLC1,301$254.8K0.01%+1,301New
Centaurus Financial, Inc.1,296$254.0K0.01%−8−0.6%Reduced
FIL Ltd1,295$253.6K0.00%+1,061+453.4%Added
Legacy Advisory Services, LLC1,290$252.6K0.20%+1,290New
Mayflower Financial Advisors, LLC1,289$252.4K0.04%−2,248−63.6%Reduced
Ameliora Wealth Management Ltd.1,289$252.4K0.09%−22−1.7%Reduced
Waterloo Capital, L.P.1,289$252.4K0.02%+1,289New
Alphadyne Asset Management LP1,286$251.8K0.76%+1,286New
Clearstead Advisors, LLC1,282$251.1K0.00%+199+18.4%Added
Covenant Partners, LLC1,270$248.7K0.07%+1,270New
Birch Hill Investment Advisors LLC1,260$246.8K0.01%+1,260New
Smartleaf Asset Management LLC1,272$246.8K0.02%−48−3.6%Reduced
New Republic Capital, LLC1,255$245.8K0.09%+1,255New
Kazazian Asset Management, LLC1,250$244.8K0.34%−1,250−50.0%Reduced
Revisor Wealth Management LLC1,337$243.3K0.09%+1,337New
Quadrant Private Wealth Management, LLC1,226$240.1K0.05%+1,226New
Real Talk Capital, LLC1,226$240.1K0.29%+1,226New
Total Clarity Wealth Management, Inc.1,220$238.9K0.07%+1,220New
Proficio Capital Partners LLC1,204$235.8K0.01%+1,204New
GAMMA Investing LLC1,202$235.4K0.01%+109+10.0%Added
Objective Capital Management, LLC1,200$235.0K0.26%+1,200New
Aptus Capital Advisors, LLC1,189$232.8K0.00%+1,189New
Oak Thistle LLC1,185$232.1K0.03%+1,185New
Ritholtz Wealth Management1,185$232.0K0.01%+1,185New
Masso Torrence Wealth Management Inc.1,181$231.3K0.11%+1,181New
Archetype Wealth Partners1,180$231.0K0.03%+1,180New
Resonant Capital Advisors, LLC1,168$228.7K0.01%+1,168New
Financiere des Professionnels - Fonds d,investissement inc.1,156$226.4K0.01%+1,156New
Lion Street Advisors, LLC1,150$225.2K0.07%+1,150New
Polymer Capital Management (HK) LTD1,150$225.2K0.04%+1,150New
Diversified Enterprises, LLC1,149$225.0K0.02%+1,149New
Calton & Associates, Inc.1,147$224.6K0.04%+1,147New
Johnson Investment Counsel Inc1,144$224.0K0.00%+1,144New
MCF Advisors LLC1,139$223.1K0.01%00.0%Unchanged
AE Wealth Management LLC1,135$222.3K0.00%−744−39.6%Reduced
Prospect Financial Services LLC1,134$222.1K0.14%+1,134New
Spire Wealth Management1,120$219.3K0.01%+158+16.4%Added
Integrity Wealth Solutions LLC1,120$219.3K0.11%+1,120New
SeaCrest Wealth Management, LLC1,113$218.0K0.02%−970−46.6%Reduced
TABR Capital Management, LLC1,108$217.0K0.19%+1,108New
QTR Family Wealth, LLC1,107$216.8K0.13%+1,107New
Optas, LLC1,107$216.8K0.04%+1,107New
Naviter Wealth, LLC1,101$215.6K0.03%+1,101New
Sava Infond d.o.o.1,100$215.4K0.03%+100+10.0%Added
Consolidated Capital Management, LLC1,100$215.4K0.08%+1,100New
Tripletail Wealth Management, LLC1,062$214.5K0.31%+1,062New
Security National Bank1,074$210.3K0.04%+26+2.5%Added
FSM Wealth Advisors, LLC1,087$209.6K0.03%+1,087New
Willis Johnson & Associates, Inc.1,061$207.8K0.01%+1,061New
U.S. Capital Wealth Advisors, LLC1,055$206.6K0.01%+1,055New
PFG Investments, LLC1,049$205.4K0.01%+1,049New
TD Private Client Wealth LLC1,044$204.4K0.01%+414+65.7%Added
Fidelis Capital Partners, LLC948$204.3K0.02%+948New
Adams Wealth Management1,044$204.1K0.04%+1,044New
CacheTech Inc.1,044$204.1K0.04%+1,044New
Teza Capital Management LLC1,040$203.7K0.15%−2,041−66.2%Reduced
Shearwater Capital LLC1,040$203.7K0.13%+1,040New
Paces Ferry Wealth Advisors, LLC1,028$201.3K0.09%+1,028New
Global Retirement Partners, LLC1,023$200.3K0.00%+1,023New
Manchester Capital Management LLC1,013$198.4K0.03%−110−9.8%Reduced
IMA Wealth, Inc.999$195.6K0.02%+3+0.3%Added
Atlantic Union Bankshares Corp900$176.2K0.00%+900New
Sunbelt Securities, Inc.1,496$161.1K0.01%00.0%Unchanged
Financial Perspectives, Inc778$152.4K0.05%00.0%Unchanged
GeoWealth Management, LLC768$150.4K0.01%−11−1.4%Reduced
Pacer Advisors, Inc.756$148.0K0.00%+690+1,045.5%Added
Creative Financial Designs Inc751$147.1K0.01%+94+14.3%Added
Financially Speaking Inc700$137.1K0.09%+700New
AlphaCore Capital LLC686$134.3K0.01%+686New
CoreCap Advisors, LLC664$130.0K0.01%+290+77.5%Added
Murphy & Mullick Capital Management Corp608$126.3K0.10%00.0%Unchanged
Adalta Capital Management LLC615$120.4K0.06%00.0%Unchanged
Versant Capital Management, Inc601$117.7K0.02%−54−8.2%Reduced
Covestor Ltd591$116.0K0.07%−508−46.2%Reduced
First Horizon Advisors, Inc.591$115.7K0.00%+140+31.0%Added
SRS Capital Advisors, Inc.570$111.6K0.01%+119+26.4%Added
Keystone Global Partners, LLC563$110.3K0.06%00.0%Unchanged
Grove Bank & Trust553$108.3K0.01%+553New
Parkside Financial Bank & Trust550$107.7K0.01%+451+455.6%Added
Fifth Third Bancorp547$107.1K0.00%+106+24.0%Added
FNY Investment Advisers, LLC518$101.0K0.04%−402−43.7%Reduced
Pingora Partners LLC500$97.9K0.07%00.0%Unchanged
Montag A & Associates Inc488$95.6K0.00%−1,157−70.3%Reduced
Park Square Financial Group, LLC478$93.7K0.07%00.0%Unchanged