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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
Burr Financial Services, LLC980$210.3K0.16%+980New
IFS Group,LLC980$212.7K0.19%+980New
Naviter Wealth, LLC994$213.3K0.02%−107−9.7%Reduced
Jacobi Capital Management LLC996$213.7K0.01%+996New
Gordian Capital Singapore Pte Ltd1,000$214.6K0.29%+600+150.0%Added
Pacific Sun Financial Corp1,000$214.6K0.10%+1,000New
Greatmark Investment Partners, Inc.1,000$214.6K0.03%+1,000New
Bell & Brown Wealth Advisors, LLC1,000$214.6K0.07%+1,000New
Chiron Capital Management, LLC1,000$214.6K0.18%+1,000New
Birchcreek Wealth Management, LLC1,000$214.6K0.11%+1,000New
Corient IA LLC1,000$214.6K0.16%+1,000New
Fulton Breakefield Broenniman LLC1,005$215.7K0.01%+1,005New
Chilton Investment Co LLC1,005$215.7K0.00%+1,005New
Apriem Advisors1,005$215.7K0.02%+1,005New
Drive Wealth Management, LLC1,007$216.1K0.05%+1,007New
Tradewinds, LLC.1,008$216.3K0.05%+1,008New
Two Sigma Securities, LLC1,011$216.9K0.03%+1,011New
Altshuler Shaham Ltd1,012$217.2K0.00%+1,012New
Glenmede Investment Management, LP1,013$217.4K0.00%+1,013New
BG Investment Services, Inc.1,014$217.6K0.21%+1,014New
Diversified Trust Co1,015$217.8K0.00%+1,015New
Americana Partners, LLC1,015$217.8K0.01%+1,015New
SeaCrest Wealth Management, LLC995$218.9K0.02%−118−10.6%Reduced
Silver Oak Securities, Inc1,033$221.7K0.02%+1,033New
Voloridge Investment Management, LLC1,033$221.7K0.00%+1,033New
Fidelis Capital Partners, LLC1,035$222.1K0.02%+87+9.2%Added
Adams Wealth Management1,044$222.2K0.05%00.0%Unchanged
CacheTech Inc.1,044$222.2K0.04%00.0%Unchanged
Shearwater Capital LLC1,040$223.2K0.13%00.0%Unchanged
Wedbush Securities Inc1,043$224.0K0.01%+1,043New
LexAurum Advisors, LLC1,052$225.7K0.03%+1,052New
Kestra Investment Management, LLC1,053$226.0K0.01%+799+314.6%Added
Caerus Investment Advisors, LLC1,053$226.0K0.09%+1,053New
Teza Capital Management LLC1,056$226.6K1.22%+16+1.5%Added
Drucker Wealth 3.0, LLC1,065$228.5K0.04%+1,065New
Willis Johnson & Associates, Inc.1,070$229.7K0.01%+9+0.8%Added
Paragon Advisors, LLC1,074$230.5K0.06%−268−20.0%Reduced
Capital Advisors Inc1,074$230.5K0.00%+1,074New
Bedell Frazier Investment Counseling, LLC1,084$232.6K0.05%+1,084New
TABR Capital Management, LLC1,075$235.0K0.16%−33−3.0%Reduced
Consolidated Capital Management, LLC1,100$236.0K0.08%00.0%Unchanged
Ameritas Advisory Services, LLC1,100$236.0K0.02%+900+450.0%Added
McAdam, LLC1,106$237.3K0.01%+1,106New
Johnson Investment Counsel Inc1,127$241.8K0.00%−17−1.5%Reduced
Cornerstone Wealth Management, LLC1,135$243.6K0.01%+1,135New
MCF Advisors LLC1,139$244.4K0.01%00.0%Unchanged
QTR Family Wealth, LLC1,140$244.6K0.12%+33+3.0%Added
CoreCap Advisors, LLC1,140$244.6K0.01%+476+71.7%Added
Adviser Investments LLC1,150$246.8K0.00%+1,150New
Financiere des Professionnels - Fonds d,investissement inc.1,156$248.1K0.01%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC1,163$249.6K0.01%+108+10.2%Added
Readystate Asset Management LP1,163$249.6K0.01%+1,163New
CBOE Vest Financial, LLC1,165$250.0K0.00%+1,165New
Resonant Capital Advisors, LLC1,175$252.1K0.01%+7+0.6%Added
Total Clarity Wealth Management, Inc.1,185$254.3K0.07%−35−2.9%Reduced
Coastal Bridge Advisors, LLC1,185$254.3K0.02%+1,185New
Wesbanco Bank Inc1,185$254.3K0.01%+1,185New
Focused Wealth Management, Inc1,188$254.9K0.03%−325−21.5%Reduced
Sunbelt Securities, Inc.1,190$255.4K0.02%−306−20.5%Reduced
FSM Wealth Advisors, LLC1,196$256.8K0.04%+109+10.0%Added
Objective Capital Management, LLC1,200$257.5K0.27%00.0%Unchanged
Prospect Financial Services LLC1,205$258.6K0.15%+71+6.3%Added
Oarsman Capital, Inc.1,218$261.4K0.04%+1,218New
Private Trust Co NA1,219$261.6K0.02%+1,165+2,157.4%Added
TD Private Client Wealth LLC1,234$264.8K0.01%+190+18.2%Added
Optas, LLC1,235$265.0K0.04%+128+11.6%Added
IMA Wealth, Inc.1,235$265.0K0.03%+236+23.6%Added
Kazazian Asset Management, LLC1,250$268.2K0.32%00.0%Unchanged
Masso Torrence Wealth Management Inc.1,256$269.5K0.11%+75+6.4%Added
Birch Hill Investment Advisors LLC1,260$270.5K0.01%00.0%Unchanged
Flputnam Investment Management Co1,265$271.5K0.00%−100−7.3%Reduced
AE Wealth Management LLC1,273$273.2K0.00%+138+12.2%Added
New Republic Capital, LLC1,275$273.6K0.08%+20+1.6%Added
Moore Capital Management, LP1,289$276.6K0.01%−3,747−74.4%Reduced
Legacy Advisory Services, LLC1,290$276.8K0.21%00.0%Unchanged
GAM Holding AG1,303$279.6K0.02%+1,303New
Mayflower Financial Advisors, LLC1,307$280.5K0.04%+18+1.4%Added
Advisor OS, LLC1,308$280.7K0.02%+3+0.2%Added
Clearstead Advisors, LLC1,314$282.0K0.00%+32+2.5%Added
Simplify Asset Management Inc.1,315$282.2K0.01%+1,315New
Real Talk Capital, LLC1,320$283.3K0.30%+94+7.7%Added
NorthRock Partners, LLC1,328$285.0K0.01%+1,328New
Principal Street Partners, LLC1,329$285.2K0.05%−1,301−49.5%Reduced
GAMMA Investing LLC1,329$285.2K0.02%+127+10.6%Added
Moran Wealth Management, LLC1,333$286.0K0.01%+1,333New
Covenant Partners, LLC1,335$286.5K0.08%+65+5.1%Added
Harbour Capital Advisors, LLC1,320$287.0K0.06%+1,320New
Stock Yards Bank & Trust Co1,338$287.1K0.01%−795−37.3%Reduced
Quotient Wealth Partners, LLC1,338$287.2K0.01%+18+1.4%Added
Clear Street Markets LLC1,350$289.7K0.10%+1,350New
Advisors Asset Management, Inc.1,364$292.7K0.00%−79−5.5%Reduced
L2 Asset Management, LLC1,364$292.7K0.04%+33+2.5%Added
Quadrant Private Wealth Management, LLC1,365$292.9K0.05%+139+11.3%Added
PDS Planning, Inc1,368$293.6K0.02%−155−10.2%Reduced
Ameliora Wealth Management Ltd.1,369$293.8K0.10%+80+6.2%Added
Revisor Wealth Management LLC1,337$295.5K0.10%00.0%Unchanged
Stonekeep Investments, LLC1,387$297.5K0.19%−16−1.1%Reduced
AlphaCore Capital LLC1,389$298.1K0.01%+703+102.5%Added
Fortis Capital Management LLC1,393$298.9K0.04%−5−0.4%Reduced
Fukoku Mutual Life Insurance Co1,396$299.6K0.02%−324−18.8%Reduced