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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 $75.0B in total; superinvestors ARK Invest and Soros Fund Management hold it.

13F holders, Q3 2025

Institutional positions in Cloudflare, Inc. as of Sep 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
1,039
+106 vs. Q2 2025
Shares held
276.0M
+1.39M (+0.5%) vs. Q2 2025
Total value
$59.1B
+$5.40B (+10.0%) vs. Q2 2025
New holders
176
407 more added
Sold out
70
320 more reduced

14 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 1,039 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 heldQ3 2025: $61.4B
Q1 2021: $13.7BQ2 2021: $22.6BQ3 2021: $24.6BQ4 2021: $29.8BQ1 2022: $28.0BQ2 2022: $10.4BQ3 2022: $12.9BQ4 2022: $11.0BQ1 2023: $16.2BQ2 2023: $16.0BQ3 2023: $15.8BQ4 2023: $23.3BQ1 2024: $29.6BQ2 2024: $21.2BQ3 2024: $20.8BQ4 2024: $28.4BQ1 2025: $30.1BQ2 2025: $54.6BQ3 2025: $61.4BQ4 2025: $54.9BQ1 2026: $57.1BQ2 2026: $75.0B
Institutions holding NET and their total value by quarter
QuarterHoldersValue
Q2 20261,228$75.0B
Q1 20261,139$57.1B
Q4 20251,091$54.9B
Q3 20251,039$61.4B
Q2 2025947$54.6B
Q1 2025872$30.1B
Q4 2024772$28.4B
Q3 2024680$20.8B
Q2 2024652$21.2B
Q1 2024709$29.6B
Q4 2023678$23.3B
Q3 2023573$15.8B
Q2 2023560$16.0B
Q1 2023572$16.2B
Q4 2022550$11.0B
Q3 2022563$12.9B
Q2 2022550$10.4B
Q1 2022641$28.0B
Q4 2021681$29.8B
Q3 2021620$24.6B
Q2 2021537$22.6B
Q1 2021507$13.7B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q2 2025.

Institutions holding NET in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Core Alternative Capital1$2150.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC1$2150.00%00.0%Unchanged
Turning Point Benefit Group, Inc.1$2170.00%+1New
HFM Investment Advisors, LLC2$4290.00%00.0%Unchanged
High Note Wealth, LLC2$4290.00%+2New
Seneschal Advisors, LLC2$4300.00%+2New
Johnson Financial Group, Inc.3$6440.00%+3New
Beaird Harris Wealth Management, LLC3$6440.00%+3New
Breakwater Investment Management3$6440.00%+3New
Delta Asset Management LLC4$8580.00%00.0%Unchanged
DecisionPoint Financial, LLC4$8690.00%−25−86.2%Reduced
PayPay Securities Corp5$9780.04%+2+66.7%Added
Valley National Advisers Inc5$1.00K0.00%+5New
Strategic Advocates LLC5$1.07K0.00%+5New
Stephens Consulting, LLC6$1.29K0.00%−7−53.8%Reduced
Cedar Mountain Advisors, LLC7$1.50K0.00%+7New
American Capital Advisory, LLC8$1.72K0.00%00.0%Unchanged
Heartwood Wealth Advisors LLC8$1.72K0.00%+8New
Horrell Capital Management, Inc.9$1.93K0.00%00.0%Unchanged
Maseco LLP11$2.36K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC12$2.58K0.00%+3+33.3%Added
Rialto Wealth Management, LLC12$2.58K0.00%+1+9.1%Added
DiNuzzo Private Wealth, Inc.13$2.71K0.00%00.0%Unchanged
Clear Investment Research, LLC13$2.79K0.00%00.0%Unchanged
Rise Advisors, LLC13$2.79K0.00%00.0%Unchanged
Godsey & Gibb Associates14$3.00K0.00%+14New
IMG Wealth Management, Inc.15$3.22K0.00%00.0%Unchanged
Millstone Evans Group, LLC15$3.22K0.00%00.0%Unchanged
SJS Investment Consulting Inc.15$3.22K0.00%00.0%Unchanged
Colonial Trust Co15$3.24K0.00%+1+7.1%Added
Tortoise Investment Management, LLC16$3.43K0.00%+4+33.3%Added
HHM Wealth Advisors, LLC16$3.43K0.00%00.0%Unchanged
Insight Financial Services17$3.65K0.00%00.0%Unchanged
Evergreen Private Wealth LLC17$3.65K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC17$3.65K0.00%+17New
Principia Wealth Advisory, LLC18$3.86K0.00%+2+12.5%Added
Winnow Wealth LLC18$3.87K0.00%+18New
Salem Investment Counselors Inc20$4.29K0.00%00.0%Unchanged
Bare Financial Services, Inc21$4.51K0.00%+13+162.5%Added
Prestige Wealth Management Group LLC21$4.51K0.00%00.0%Unchanged
S&T Bank23$4.94K0.00%+7+43.8%Added
Fairscale Capital, LLC24$5.15K0.00%00.0%Unchanged
West Branch Capital LLC24$5.15K0.00%00.0%Unchanged
BankPlus Trust Department25$5.37K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC25$5.37K0.00%+25New
Accent Capital Management, LLC26$5.58K0.00%+26New
Wealth Watch Advisors, INC26$5.58K0.00%+26New
Retirement Wealth Solutions LLC27$5.79K0.00%+27New
Tidemark, LLC30$6.44K0.00%00.0%Unchanged
United Community Bank34$7.30K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC35$7.51K0.00%00.0%Unchanged
Motco36$7.72K0.00%+36New
Kilter Group LLC36$7.73K0.00%+4+12.5%Added
Raffa Wealth Management, LLC38$8.15K0.00%+10+35.7%Added
Trust Co of Vermont39$8.37K0.00%00.0%Unchanged
Nemes Rush Group LLC41$8.80K0.00%−3−6.8%Reduced
CX Institutional43$9.00K0.00%+15+53.6%Added
Dogwood Wealth Management LLC43$9.23K0.00%+1+2.4%Added
Wolff Wiese Magana LLC45$9.66K0.01%−15−25.0%Reduced
Hughes Financial Services, LLC41$9.86K0.00%+2+5.1%Added
Marshall & Sterling Wealth Advisors Inc.46$9.87K0.01%−15−24.6%Reduced
Guerra Advisors Inc46$9.87K0.00%+46New
Toth Financial Advisory Corp50$10.7K0.00%00.0%Unchanged
Sittner & Nelson, LLC51$10.9K0.00%00.0%Unchanged
Highline Wealth Partners LLC51$10.9K0.00%+22+75.9%Added
Cromwell Holdings LLC52$11.2K0.01%00.0%Unchanged
Alphadyne Asset Management LP53$11.4K0.01%−1,233−95.9%Reduced
Central Trust Co53$11.4K0.00%+3+6.0%Added
Quest Partners LLC54$11.6K0.00%+54New
JFS Wealth Advisors, LLC59$12.7K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.60$12.9K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC59$13.0K0.00%00.0%Unchanged
Aventura Private Wealth, LLC66$14.2K0.01%+66New
Sound Income Strategies, LLC67$14.8K0.00%00.0%Unchanged
Financial Consulate, Inc70$15.0K0.00%+70New
Vermillion & White Wealth Management Group, LLC71$15.2K0.01%+35+97.2%Added
Reyes Financial Architecture, Inc.74$15.9K0.01%+74New
GHP Investment Advisors, Inc.75$16.1K0.00%00.0%Unchanged
Marquette Asset Management, LLC76$16.3K0.00%+76New
Financial Management Professionals, Inc.77$16.5K0.00%00.0%Unchanged
MV Capital Management, Inc.81$17.4K0.00%00.0%Unchanged
Adirondack Trust Co82$17.6K0.01%+82New
Atlantic Trust, LLC83$17.8K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC83$17.8K0.02%+72+654.5%Added
Hazlett, Burt & Watson, Inc.82$18.0K0.01%00.0%Unchanged
Sachetta, LLC85$18.2K0.01%+11+14.9%Added
Close Asset Management Ltd88$19.0K0.00%+88New
Glen Eagle Advisors, LLC90$19.3K0.00%00.0%Unchanged
Groupe la Francaise107$19.9K0.00%+107New
Cape Investment Advisory, Inc.93$20.0K0.02%+14+17.7%Added
Addison Advisors LLC100$21.5K0.00%−7−6.5%Reduced
Inlight Wealth Management, LLC100$21.5K0.01%00.0%Unchanged
Center for Financial Planning, Inc.100$21.5K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC100$21.5K0.00%+100New
Transamerica Financial Advisors, Inc.101$21.7K0.00%+101New
Capital Analysts, LLC103$22.0K0.00%+103New
Berbice Capital Management LLC105$22.5K0.01%00.0%Unchanged
Avion Wealth115$24.0K0.01%+5+4.5%Added
South State Corp.112$24.0K0.00%−126−52.9%Reduced
Fortitude Family Office, LLC113$24.2K0.01%00.0%Unchanged