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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.

Q3 2025 vs. Q2 2025

How the institutions holding Cloudflare, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of NET: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders947141,039+106
Shares277.6M2.99M276.0M+1.39M (+0.5%)
Value$54.3B$585.1M$59.1B+$5.40B (+10.0%)

14 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (176)

Institutions that held Cloudflare, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 176 by value.

Institutions new to NET in Q3 2025
InstitutionSharesValue% of portfolio
Credit Agricole S A411,208$88.2M0.29%
AXA Investment Managers S.A.296,401$63.6M0.17%
Rakuten Investment Management, Inc.646,163$43.8M0.17%
Parkwood LLC87,750$18.8M1.84%
Natixis83,626$17.9M0.10%
Stony Point Capital LLC66,353$14.2M1.00%
M&G Plc59,212$12.7M0.07%
Virtu Financial LLC38,362$8.23M0.46%
Brevan Howard Capital Management LP35,238$7.56M0.11%
Interval Partners, LP30,000$6.44M0.14%
Science & Technology Partners, L.P.24,312$5.22M1.48%
Rokos Capital Management LLP23,523$5.05M0.06%
Lee Johnson Capital Management, LLC22,537$4.84M1.61%
Affinity Wealth Management LLC19,921$4.27M0.63%
Voleon Capital Management LP18,802$4.03M0.10%
Triasima Portfolio Management inc.17,227$3.70M0.56%
Bridgewater Associates, LP15,015$3.22M0.01%
Winton Group Ltd13,972$3.00M0.11%
RDA Financial Network13,647$2.93M0.72%
Insight Holdings Group, LLC12,000$2.58M0.16%
Amitell Capital Pte Ltd11,894$2.55M1.89%
Allstate Corp11,644$2.50M0.06%
CIBC Bancorp USA Inc.11,135$2.39M0.01%
Kassira Wealth Management LLC10,379$2.23M2.15%
Qsemble Capital Management, LP8,659$1.86M0.18%
CSM Advisors, LLC8,635$1.85M0.05%
Caisse des Depots Et Consignations7,624$1.64M0.07%
Massar Capital Management, LP7,514$1.61M0.58%
Capula Management Ltd7,272$1.56M0.01%
Williamson Legacy Group, LLC7,140$1.53M1.18%
Artemis Wealth Advisors, LLC7,000$1.50M0.26%
Polar Asset Management Partners Inc.6,057$1.30M0.03%
Connor, Clark & Lunn Investment Management Ltd.6,048$1.30M0.00%
Fox Run Management, L.L.C.5,879$1.26M0.20%
Baader Bank INC5,942$1.25M0.10%
PEAK6 LLC5,227$1.12M0.03%
Scientech Research LLC5,101$1.09M0.38%
Gibbs Wealth Management4,689$1.01M0.23%
Sciencast Management LP4,560$978.5K0.18%
Davis Capital Management4,353$934.1K0.65%
Friedenthal Financial4,294$921.5K0.48%
Grant Private Wealth Management Inc4,206$902.6K0.56%
United Advisor Group, LLC4,165$893.8K0.12%
Florida Financial Advisors, LLC4,092$878.1K0.27%
Grimes & Company, Inc.4,060$871.3K0.02%
Capstone Investment Advisors, LLC4,027$864.2K0.01%
Dark Forest Capital Management LP3,811$817.8K0.03%
AXS Investments LLC3,559$763.7K0.24%
Dynamic Technology Lab Private Ltd3,420$734.0K0.12%
Banque Pictet & Cie SA3,250$697.4K0.01%
Circle Wealth Management, LLC3,196$685.8K0.01%
Aigen Investment Management, LP3,127$671.0K0.10%
Dynasty Wealth Management, LLC3,038$651.9K0.01%
Caxton Associates LLP2,923$627.2K0.02%
Moloney Securities Asset Management, LLC2,675$574.0K0.07%
Chesapeake Capital Corp2,587$555.1K0.50%
Hel Ved Capital Management Ltd2,570$551.5K0.30%
GTS Securities LLC2,263$485.6K0.02%
XTX Topco Ltd2,233$479.2K0.02%
Gsa Capital Partners LLP2,148$461.0K0.04%
Asahi Life Asset Management Co., Ltd.2,099$450.4K0.25%
Savvy Advisors, Inc.1,920$412.0K0.02%
Versor Investments LP1,896$406.9K0.07%
Brookwood Investment Group LLC1,887$405.0K0.05%
Jamison Private Wealth Management, Inc.1,851$397.2K0.05%
Volterra Technologies LP1,841$395.1K0.26%
SummitTX Capital, L.P.1,774$380.7K0.02%
PFG Advisors1,759$377.5K0.02%
Spirepoint Private Client, LLC1,747$374.9K0.04%
Nomura Holdings Inc1,654$354.9K0.00%
Krilogy Financial LLC1,552$354.6K0.01%
Clark Capital Management Group, Inc.1,613$346.2K0.00%
Campbell & CO Investment Adviser LLC1,517$325.5K0.02%
Gladstone Institutional Advisory LLC1,513$324.7K0.01%
Marex Group plc1,485$318.7K0.00%
Brooktree Capital Management1,460$313.3K0.20%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,443$309.7K0.01%
Clear Street Markets LLC1,350$289.7K0.10%
Harbour Capital Advisors, LLC1,320$287.0K0.06%
Moran Wealth Management, LLC1,333$286.0K0.01%
NorthRock Partners, LLC1,328$285.0K0.01%
Simplify Asset Management Inc.1,315$282.2K0.01%
GAM Holding AG1,303$279.6K0.02%
Oarsman Capital, Inc.1,218$261.4K0.04%
Wesbanco Bank Inc1,185$254.3K0.01%
Coastal Bridge Advisors, LLC1,185$254.3K0.02%
CBOE Vest Financial, LLC1,165$250.0K0.00%
Readystate Asset Management LP1,163$249.6K0.01%
Adviser Investments LLC1,150$246.8K0.00%
Cornerstone Wealth Management, LLC1,135$243.6K0.01%
McAdam, LLC1,106$237.3K0.01%
Bedell Frazier Investment Counseling, LLC1,084$232.6K0.05%
Capital Advisors Inc1,074$230.5K0.00%
Drucker Wealth 3.0, LLC1,065$228.5K0.04%
Caerus Investment Advisors, LLC1,053$226.0K0.09%
LexAurum Advisors, LLC1,052$225.7K0.03%
Wedbush Securities Inc1,043$224.0K0.01%
Silver Oak Securities, Inc1,033$221.7K0.02%
Voloridge Investment Management, LLC1,033$221.7K0.00%
Americana Partners, LLC1,015$217.8K0.01%

Sold out (70)

Institutions that held Cloudflare, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of NET in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
AXA S.A.259,364$50.8M
Linden Advisors LP248,523$48.7M
D. E. Shaw & Co., Inc.247,726$48.5M
Susquehanna Advisors Group, Inc.81,790$16.0M
Long Walk Management LP81,765$16.0M
Maytus Capital Management, LLC45,464$8.90M
Square Peg Capital Pty Ltd42,259$8.28M
NWK Group, Inc.31,663$6.20M
LMR Partners LLP30,000$5.87M
Aequim Alternative Investments LP23,519$4.61M
Entropy Technologies, LP19,427$3.80M
Consolidated Press International Holdings Ltd18,360$3.60M
Donoghue Forlines LLC15,042$2.95M
Sandler Capital Management14,678$2.87M
Bulltick Wealth Management, LLC12,524$2.45M
Keystone Investors Pte Ltd12,138$2.38M
ExodusPoint Capital Management, LP11,051$2.16M
Integrated Advisors Network LLC8,264$1.62M
Bank of Hawaii7,415$1.45M
Ewing Morris & Co. Investment Partners Ltd.6,346$1.24M
SPX Equities Gestao de Recursos Ltda6,000$1.17M
Schonfeld Strategic Advisors LLC5,980$1.17M
Flow Traders U.S. LLC5,875$1.15M
MYDA Advisors LLC5,500$1.08M
ASB Consultores, LLC4,555$892.0K
Pacific Capital Partners Ltd4,285$839.1K
Bryce Point Capital, LLC4,161$814.8K
Mount Yale Investment Advisors, LLC4,091$801.1K
DRW Securities, LLC3,739$732.2K
Sender Co & Partners, Inc.3,373$660.5K
Morse Asset Management, Inc3,300$646.2K
Colonial River Wealth Management, LLC3,099$563.8K
Challenger Wealth Management2,318$453.9K
BOCHK Asset Management Ltd2,000$391.7K
J. Goldman & Co LP1,451$284.1K
Nwam LLC1,275$264.8K
Strategy Asset Managers LLC1,351$264.6K
Pensionmark Financial Group, LLC1,301$254.8K
Proficio Capital Partners LLC1,204$235.8K
Aptus Capital Advisors, LLC1,189$232.8K
Archetype Wealth Partners1,180$231.0K
Lion Street Advisors, LLC1,150$225.2K
Polymer Capital Management (HK) LTD1,150$225.2K
Diversified Enterprises, LLC1,149$225.0K
Integrity Wealth Solutions LLC1,120$219.3K
Security National Bank1,074$210.3K
GeoWealth Management, LLC768$150.4K
Keystone Global Partners, LLC563$110.3K
FNY Investment Advisers, LLC518$101.0K
Park Square Financial Group, LLC478$93.7K
Symmetry Peak Management LLC290$56.8K
Whipplewood Advisors, LLC253$49.5K
Twin Peaks Wealth Advisors, LLC143$29.0K
V-Square Quantitative Management LLC118$23.1K
Riggs Asset Managment Co. Inc.115$22.5K
Total Investment Management Inc101$19.8K
Vermillion Wealth Management, Inc.100$19.6K
Sierra Ocean, LLC86$16.8K
Briaud Financial Planning, Inc85$16.0K
Fuller & Thaler Asset Management, Inc.55$10.8K
Vision Financial Markets LLC50$9.79K
Transce3nd, LLC50$9.79K
a16z Perennial Management, L.P.40$7.83K
NewSquare Capital LLC31$6.07K
Beacon Capital Management, LLC27$5.29K
WealthTrak Capital Management LLC25$4.90K
Traub Capital Management LLC25$4.90K
GFG Capital, LLC21$4.11K
Plante Moran Financial Advisors, LLC5$979
Trifecta Capital Advisors, LLC2$392

Not filed for Q3 2025 yet (14)

Institutions that held Cloudflare, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NET in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank2,764,959$541.5M
Forte Capital LLC118,334$23.2M
Congress Wealth Management LLC54,131$10.6M
CIBC World Markets Corp12,857$2.52M
E Fund Management Co., Ltd.11,594$2.27M
Avantax Advisory Services, Inc.10,407$2.04M
Capital Market Strategies LLC7,048$1.38M
Atria Wealth Solutions, Inc.3,682$719.1K
EP Wealth Advisors, LLC2,341$458.4K
Graypoint LLC1,659$324.9K
First Horizon Advisors, Inc.591$115.7K
Safe Harbor Fiduciary, LLC65$12.7K
Oliver Lagore Vanvalin Investment Group104$11.7K
Parkworth Wealth Management, Inc.5$979