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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
ORG Partners LLC498$92.1K0.02%+53+11.9%Added
TFC Financial Management461$90.3K0.01%+3+0.7%Added
Richard W. Paul & Associates, LLC456$89.3K0.03%00.0%Unchanged
Hollencrest Capital Management438$85.8K0.00%−503−53.5%Reduced
CVA Family Office, LLC422$82.6K0.01%+30+7.7%Added
Park Place Capital Corp430$79.5K0.02%+403+1,492.6%Added
Gordian Capital Singapore Pte Ltd400$78.3K0.12%−1,000−71.4%Reduced
Game Plan Financial Advisors, LLC350$68.5K0.03%00.0%Unchanged
AdvisorNet Financial, Inc347$68.0K0.00%+27+8.4%Added
Essential Partners LLC334$65.4K0.03%+334New
New Millennium Group LLC328$64.2K0.04%+190+137.7%Added
LRI Investments, LLC320$62.7K0.01%+279+680.5%Added
Stonehage Fleming Financial Services Holdings Ltd301$58.9K0.00%00.0%Unchanged
Symmetry Peak Management LLC290$56.8K0.64%+290New
Huntington National Bank280$54.8K0.00%+52+22.8%Added
Massmutual Trust Co FSB273$53.5K0.00%+8+3.0%Added
True Wealth Design, LLC262$51.4K0.02%+19+7.8%Added
NBC Securities, Inc.265$51.0K0.00%+17+6.9%Added
Whipplewood Advisors, LLC253$49.5K0.03%+186+277.6%Added
Aspect Partners, LLC250$49.0K0.02%00.0%Unchanged
South State Corp.238$46.6K0.00%−380−61.5%Reduced
Cullen/Frost Bankers, Inc.230$45.0K0.00%+230New
WPG Advisers, LLC227$44.5K0.04%+106+87.6%Added
Hemington Wealth Management215$42.0K0.01%+6+2.9%Added
Bogart Wealth, LLC211$41.3K0.00%−2−0.9%Reduced
REAP Financial Group, LLC200$39.2K0.01%00.0%Unchanged
Ameritas Advisory Services, LLC200$39.2K0.00%+200New
Hilltop National Bank183$35.8K0.01%+183New
Ancora Advisors, LLC180$35.2K0.00%+100+125.0%Added
Meeder Asset Management Inc178$34.9K0.00%−7−3.8%Reduced
WealthCollab, LLC173$33.9K0.02%+30+21.0%Added
Quaker Wealth Management, LLC166$32.5K0.01%+166New
Rothschild Investment LLC163$31.9K0.00%+7+4.5%Added
Bell Investment Advisors, Inc151$29.6K0.01%+25+19.8%Added
Mark Sheptoff Financial Planning, LLC150$29.4K0.02%00.0%Unchanged
Legacy Bridge, LLC150$29.4K0.01%+150New
Twin Peaks Wealth Advisors, LLC143$29.0K0.01%+143New
Zions Bancorporation, National Association148$29.0K0.00%+133+886.7%Added
Kestra Investment Management, LLC254$28.6K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)146$28.6K0.00%−678−82.3%Reduced
Private Wealth Asset Management, LLC138$27.0K0.00%−7−4.8%Reduced
Edmond de Rothschild Holding S.A.132$25.9K0.00%−106−44.5%Reduced
CBIZ Investment Advisory Services, LLC132$25.9K0.00%+28+26.9%Added
GPS Wealth Strategies Group, LLC129$25.3K0.00%−128−49.8%Reduced
Armstrong Advisory Group, Inc125$24.5K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd121$23.7K0.01%00.0%Unchanged
V-Square Quantitative Management LLC118$23.1K0.00%+118New
Riggs Asset Managment Co. Inc.115$22.5K0.01%+10+9.5%Added
Fortitude Family Office, LLC113$22.1K0.01%+48+73.8%Added
Avion Wealth110$21.0K0.00%+35+46.7%Added
Addison Advisors LLC107$21.0K0.01%−6−5.3%Reduced
Berbice Capital Management LLC105$20.6K0.01%00.0%Unchanged
Rossby Financial, LCC103$20.2K0.01%+103New
Brown Brothers Harriman & Co101$19.8K0.00%+101New
Total Investment Management Inc101$19.8K0.00%+101New
Inlight Wealth Management, LLC100$19.6K0.01%00.0%Unchanged
Center for Financial Planning, Inc.100$19.6K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.100$19.6K0.01%+100New
Cornerstone Planning Group LLC94$19.5K0.00%+10+11.9%Added
Quarry LP96$18.8K0.00%−78−44.8%Reduced
Glen Eagle Advisors, LLC90$17.6K0.00%00.0%Unchanged
Sierra Ocean, LLC86$16.8K0.01%−10−10.4%Reduced
Atlantic Trust, LLC83$16.3K0.00%−1−1.2%Reduced
Hazlett, Burt & Watson, Inc.82$16.0K0.01%−74−47.4%Reduced
Briaud Financial Planning, Inc85$16.0K0.01%+85New
MV Capital Management, Inc.81$15.9K0.00%+20+32.8%Added
Cape Investment Advisory, Inc.79$15.5K0.01%+24+43.6%Added
Financial Management Professionals, Inc.77$15.1K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.75$14.7K0.00%00.0%Unchanged
Sachetta, LLC74$14.5K0.01%+23+45.1%Added
Ameriflex Group, Inc.72$13.7K0.01%00.0%Unchanged
Sound Income Strategies, LLC67$13.1K0.00%+67New
ORG Wealth Partners, LLC69$12.8K0.00%+9+15.0%Added
Safe Harbor Fiduciary, LLC65$12.7K0.01%+65New
Westside Investment Management, Inc.65$12.0K0.00%+65New
Capital Advisors, Ltd. LLC59$12.0K0.00%+3+5.4%Added
Marshall & Sterling Wealth Advisors Inc.61$11.9K0.01%00.0%Unchanged
Wolff Wiese Magana LLC60$11.8K0.01%+5+9.1%Added
Strategic Investment Solutions, Inc.60$11.8K0.00%+10+20.0%Added
Oliver Lagore Vanvalin Investment Group104$11.7K0.00%+104New
JFS Wealth Advisors, LLC59$11.6K0.00%+10+20.4%Added
Fuller & Thaler Asset Management, Inc.55$10.8K0.00%−90−62.1%Reduced
Private Trust Co NA54$10.6K0.00%−1,291−96.0%Reduced
Cromwell Holdings LLC52$10.2K0.01%+38+271.4%Added
Sittner & Nelson, LLC51$9.99K0.00%00.0%Unchanged
Central Trust Co50$9.79K0.00%00.0%Unchanged
Toth Financial Advisory Corp50$9.79K0.00%00.0%Unchanged
Vision Financial Markets LLC50$9.79K0.01%00.0%Unchanged
Transce3nd, LLC50$9.79K0.00%00.0%Unchanged
Nemes Rush Group LLC44$8.62K0.00%+3+7.3%Added
Hughes Financial Services, LLC39$8.41K0.00%+5+14.7%Added
Dogwood Wealth Management LLC42$8.10K0.00%+29+223.1%Added
a16z Perennial Management, L.P.40$7.83K0.00%00.0%Unchanged
Trust Co of Vermont39$7.64K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC36$7.05K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC35$6.85K0.00%00.0%Unchanged
United Community Bank34$6.66K0.00%+34New
Kilter Group LLC32$6.27K0.00%+32New
NewSquare Capital LLC31$6.07K0.00%00.0%Unchanged
Tidemark, LLC30$5.88K0.00%00.0%Unchanged