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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
Westpac Banking Corp1,425$305.8K0.02%00.0%Unchanged
Core Wealth Partners LLC1,440$309.0K0.14%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,443$309.7K0.01%+1,443New
Waterloo Capital, L.P.1,451$311.4K0.02%+162+12.6%Added
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna1,458$312.9K0.13%−746−33.8%Reduced
Brooktree Capital Management1,460$313.3K0.20%+1,460New
Warren Averett Asset Management, LLC1,476$316.8K0.00%+171+13.1%Added
Atlantic Union Bankshares Corp1,484$318.5K0.01%+584+64.9%Added
Marex Group plc1,485$318.7K0.00%+1,485New
Greenleaf Trust1,504$322.7K0.00%+82+5.8%Added
Gladstone Institutional Advisory LLC1,513$324.7K0.01%+1,513New
Campbell & CO Investment Adviser LLC1,517$325.5K0.02%+1,517New
Benjamin Edwards Inc1,518$325.7K0.00%+150+11.0%Added
Herold Advisors, Inc.1,520$326.2K0.08%00.0%Unchanged
1776 Wealth LLC1,527$327.7K0.13%00.0%Unchanged
Sanders Morris Harris LLC1,530$328.3K0.04%+30+2.0%Added
Argent Trust Co1,535$329.4K0.01%00.0%Unchanged
Paces Ferry Wealth Advisors, LLC1,537$329.8K0.14%+509+49.5%Added
Aaron Wealth Advisors1,555$333.7K0.02%−827−34.7%Reduced
Peak Asset Management, LLC1,560$334.8K0.06%−360−18.8%Reduced
Pinnacle Wealth Management Advisory Group, LLC1,597$342.7K0.03%−74−4.4%Reduced
180 Wealth Advisors, LLC1,597$342.7K0.04%−10−0.6%Reduced
Clark Capital Management Group, Inc.1,613$346.2K0.00%+1,613New
TD Waterhouse Canada Inc.1,598$347.0K0.00%+5+0.3%Added
Sigma Planning Corp1,626$348.9K0.01%−174−9.7%Reduced
Alliance Wealth Advisors, LLC1,627$349.1K0.08%−134−7.6%Reduced
Moseley Investment Management Inc1,631$350.0K0.11%+125+8.3%Added
Hummer Financial Advisory Services Inc1,650$354.1K0.26%00.0%Unchanged
Krilogy Financial LLC1,552$354.6K0.01%+1,552New
Nomura Holdings Inc1,654$354.9K0.00%+1,654New
Abacus Planning Group, Inc.1,657$355.6K0.05%00.0%Unchanged
Global Retirement Partners, LLC1,657$355.6K0.01%+634+62.0%Added
Aprio Wealth Management, LLC1,661$356.4K0.04%+41+2.5%Added
Dynamic Advisor Solutions LLC1,699$364.6K0.01%+171+11.2%Added
We Are One Seven, LLC1,718$368.7K0.01%−215−11.1%Reduced
Alta Advisers Ltd1,735$372.3K0.11%00.0%Unchanged
Conestoga Capital Advisors, LLC1,745$374.5K0.01%+15+0.9%Added
Spirepoint Private Client, LLC1,747$374.9K0.04%+1,747New
Strategic Blueprint, LLC1,751$375.7K0.02%−246−12.3%Reduced
PFG Advisors1,759$377.5K0.02%+1,759New
Bryn Mawr Trust Co1,771$380.0K0.01%−2,912−62.2%Reduced
SummitTX Capital, L.P.1,774$380.7K0.02%+1,774New
Panagora Asset Management Inc1,786$383.3K0.00%−220−11.0%Reduced
Skopos Labs, Inc.1,977$383.6K0.05%+5+0.3%Added
Balboa Wealth Partners1,812$388.8K0.07%+312+20.8%Added
Accel Wealth Management1,826$391.8K0.11%+1+0.1%Added
KPP Advisory Services LLC1,836$394.0K0.06%00.0%Unchanged
Volterra Technologies LP1,841$395.1K0.26%+1,841New
Jamison Private Wealth Management, Inc.1,851$397.2K0.05%+1,851New
Brookwood Investment Group LLC1,887$405.0K0.05%+1,887New
FineMark National Bank & Trust1,891$405.8K0.01%00.0%Unchanged
Ritholtz Wealth Management1,895$406.6K0.01%+710+59.9%Added
Versor Investments LP1,896$406.9K0.07%+1,896New
Axxcess Wealth Management, LLC1,897$407.1K0.01%−3,306−63.5%Reduced
Capital Asset Advisory Services LLC1,897$407.1K0.02%−271−12.5%Reduced
Savvy Advisors, Inc.1,920$412.0K0.02%+1,920New
Alamea Verwaltungs GmbH1,929$413.9K0.28%00.0%Unchanged
National Asset Management, Inc.1,932$414.6K0.02%−1,034−34.9%Reduced
Quent Capital, LLC1,965$421.7K0.04%+19+1.0%Added
TownSquare Capital, LLC1,970$422.7K0.06%−595−23.2%Reduced
Allworth Financial LP1,978$424.4K0.00%−1,016−33.9%Reduced
Flagship Harbor Advisors, LLC1,991$427.3K0.02%+95+5.0%Added
Pacific Wealth Strategies Group, Inc.2,000$429.2K0.26%00.0%Unchanged
Sterling Investment Advisors, Ltd.2,018$433.0K0.08%00.0%Unchanged
Lodestone Wealth Management LLC2,060$442.1K0.20%+45+2.2%Added
Steward Partners Investment Advisory, LLC2,069$444.0K0.00%−129−5.9%Reduced
Centaurus Financial, Inc.2,083$447.0K0.02%+787+60.7%Added
Bridges Investment Management Inc2,095$449.6K0.01%−5−0.2%Reduced
Asahi Life Asset Management Co., Ltd.2,099$450.4K0.25%+2,099New
Rockbridge Investment Management, LCC2,110$452.8K0.04%+256+13.8%Added
Silvercrest Asset Management Group LLC2,115$453.9K0.00%00.0%Unchanged
Full Sail Capital, LLC2,126$456.2K0.03%+20+0.9%Added
Howard Capital Management Inc.2,142$459.7K0.01%+66+3.2%Added
Teamwork Financial Advisors, LLC2,144$460.1K0.05%+185+9.4%Added
Gsa Capital Partners LLP2,148$461.0K0.04%+2,148New
Ascent Group, LLC2,149$461.2K0.02%−115−5.1%Reduced
Savant Capital, LLC2,165$464.5K0.00%+102+4.9%Added
Sivia Capital Partners, LLC2,170$465.7K0.13%+6+0.3%Added
Liberty One Investment Management, LLC2,198$470.2K0.03%+853+63.4%Added
Livforsakringsbolaget Skandia, Omsesidigt2,196$471.0K0.02%−100−4.4%Reduced
Kovack Advisors, Inc.2,205$473.2K0.04%−35−1.6%Reduced
Pinnacle Associates Ltd2,219$476.2K0.01%−99−4.3%Reduced
Smartleaf Asset Management LLC2,180$476.5K0.03%+908+71.4%Added
XTX Topco Ltd2,233$479.2K0.02%+2,233New
Boothbay Fund Management, LLC2,234$479.4K0.01%+442+24.7%Added
GTS Securities LLC2,263$485.6K0.02%+2,263New
Insigneo Advisory Services, LLC2,274$488.0K0.03%+627+38.1%Added
Souders Financial Advisors2,282$489.7K0.06%+128+5.9%Added
West Family Investments, Inc.2,304$494.4K0.11%00.0%Unchanged
Personal Cfo Solutions, LLC2,311$495.9K0.09%−317−12.1%Reduced
Cardiff Park Advisors, LLC2,326$499.1K0.04%−180−7.2%Reduced
IFP Advisors, Inc2,353$504.9K0.01%+304+14.8%Added
Kingswood Wealth Advisors, LLC2,355$505.4K0.03%+71+3.1%Added
Avant Financial Advisors LLC2,400$515.0K0.39%00.0%Unchanged
Avestar Capital, LLC2,407$516.7K0.04%+374+18.4%Added
Umb Bank N A2,430$521.5K0.01%−34−1.4%Reduced
Wetherby Asset Management Inc2,452$526.2K0.02%+211+9.4%Added
FIL Ltd2,473$530.7K0.00%+1,178+91.0%Added
Snowden Capital Advisors LLC2,487$533.7K0.01%+126+5.3%Added
Ostrum Asset Management2,494$535.2K0.02%−77−3.0%Reduced