Skip to main content

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
Bokf, NA2,506$537.8K0.01%+6+0.2%Added
Driehaus Capital Management LLC2,521$541.0K0.00%−2,369−48.4%Reduced
Premier Path Wealth Partners, LLC2,524$541.5K0.07%+62+2.5%Added
Chicago Partners Investment Group LLC2,423$542.7K0.01%+76+3.2%Added
Gill Capital Partners, LLC2,544$545.9K0.17%00.0%Unchanged
Moors & Cabot, Inc.2,556$548.5K0.02%+530+26.2%Added
Hel Ved Capital Management Ltd2,570$551.5K0.30%+2,570New
Chesapeake Capital Corp2,587$555.1K0.50%+2,587New
Huntleigh Advisors, Inc.2,619$562.0K0.10%+7+0.3%Added
Buckingham Strategic Partners2,414$565.5K0.01%+906+60.1%Added
Fiduciary Planning LLC2,666$572.1K0.17%+812+43.8%Added
Moloney Securities Asset Management, LLC2,675$574.0K0.07%+2,675New
Clarendon Private LLC2,693$577.9K0.52%−10−0.4%Reduced
Truvestments Capital LLC2,727$585.2K0.11%+206+8.2%Added
Harbour Investments, Inc.2,742$588.4K0.01%+263+10.6%Added
Axq Capital, LP2,763$592.9K0.23%+1,038+60.2%Added
Ring Mountain Capital, LLC2,793$599.0K0.33%−633−18.5%Reduced
Qtron Investments LLC2,793$599.4K0.07%00.0%Unchanged
LVW Advisors, LLC2,807$602.4K0.06%+832+42.1%Added
Frank, Rimerman Advisors LLC2,821$605.4K0.04%+51+1.8%Added
Ronald Blue Trust, Inc.2,883$618.7K0.01%+81+2.9%Added
International Assets Investment Management, LLC3,359$621.2K0.05%00.0%Unchanged
Archer Investment Corp2,900$622.3K0.14%00.0%Unchanged
Crossmark Global Holdings, Inc.2,916$625.7K0.01%−746−20.4%Reduced
Caxton Associates LLP2,923$627.2K0.02%+2,923New
Shell Asset Management Co2,925$628.0K0.06%−1,376−32.0%Reduced
Evoke Wealth, LLC2,963$635.8K0.01%+456+18.2%Added
Farmers Trust Co3,000$643.8K0.11%00.0%Unchanged
Cigna Investments Inc3,001$644.0K0.09%−48−1.6%Reduced
Sovran Advisors, LLC2,895$644.1K0.06%+289+11.1%Added
Walleye Capital LLC3,037$651.7K0.01%−3,702−54.9%Reduced
Dynasty Wealth Management, LLC3,038$651.9K0.01%+3,038New
OV Management LLC3,062$657.1K0.56%+30+1.0%Added
Jefferies Financial Group Inc.3,082$661.4K0.01%−44,774−93.6%Reduced
Kingsview Wealth Management, LLC3,097$664.6K0.01%−816−20.9%Reduced
Camden Capital, LLC3,099$665.0K0.05%−372−10.7%Reduced
LRT Capital Management, LLC3,112$667.8K0.44%−3,204−50.7%Reduced
Portside Wealth Group, LLC3,112$667.8K0.09%+933+42.8%Added
Aigen Investment Management, LP3,127$671.0K0.10%+3,127New
Brighton Jones LLC3,132$672.0K0.02%+357+12.9%Added
Rakuten Securities, Inc.3,153$676.6K0.25%+1,253+65.9%Added
Vestmark Advisory Solutions, Inc.3,155$677.0K0.01%−2,952−48.3%Reduced
Central Pacific Bank - Trust Division3,155$677.0K0.08%−37−1.2%Reduced
Fedenia Advisers LLC3,160$678.1K0.27%00.0%Unchanged
Circle Wealth Management, LLC3,196$685.8K0.01%+3,196New
Banque Pictet & Cie SA3,250$697.4K0.01%+3,250New
Independence Bank of Kentucky3,260$699.6K0.09%−125−3.7%Reduced
LeConte Wealth Management, LLC3,275$702.8K0.47%+967+41.9%Added
Mirae Asset Global ETFs Holdings Ltd.3,290$706.0K0.00%+822+33.3%Added
Barings LLC3,325$713.5K0.01%00.0%Unchanged
Wealthcare Advisory Partners LLC3,337$716.1K0.01%−147−4.2%Reduced
Kestra Private Wealth Services, LLC3,340$716.7K0.01%+527+18.7%Added
Summit Financial, LLC3,348$718.4K0.01%+1,533+84.5%Added
Reliant Investment Partners, LLC3,316$718.5K0.56%+50+1.5%Added
Diversify Advisory Services, LLC2,897$718.7K0.02%−510−15.0%Reduced
Synergy Financial Group, LTD3,356$720.2K0.49%−88−2.6%Reduced
Blueshift Asset Management, LLC3,357$720.4K0.22%+1,021+43.7%Added
Westwood Holdings Group Inc.3,384$726.0K0.01%−3,728−52.4%Reduced
Mount Lucas Management LP3,420$733.9K0.33%−267−7.2%Reduced
Dynamic Technology Lab Private Ltd3,420$734.0K0.12%+3,420New
Larson Financial Group LLC3,430$736.0K0.03%+1,418+70.5%Added
Sagespring Wealth Partners, LLC3,468$744.2K0.01%+494+16.6%Added
Ossiam3,468$744.2K0.01%+125+3.7%Added
HighPoint Advisor Group LLC3,481$747.0K0.04%−210−5.7%Reduced
AXS Investments LLC3,559$763.7K0.24%+3,559New
Palumbo Wealth Management LLC3,562$764.4K0.24%+369+11.6%Added
Powell Investment Advisors, LLC3,583$768.9K0.27%00.0%Unchanged
Cache Advisors, LLC3,650$783.3K0.14%00.0%Unchanged
Virtue Capital Management, LLC847$784.0K0.17%−6,529−88.5%Reduced
Apollon Wealth Management, LLC3,714$797.0K0.01%+18+0.5%Added
Concurrent Investment Advisors, LLC3,751$804.8K0.01%+876+30.5%Added
Cravens & Co Advisors, LLC3,777$810.5K0.55%−612−13.9%Reduced
Brookstone Capital Management3,807$816.9K0.01%+339+9.8%Added
Dark Forest Capital Management LP3,811$817.8K0.03%+3,811New
Merit Financial Group, LLC3,849$826.2K0.01%−260−6.3%Reduced
GraniteShares Advisors LLC3,923$841.8K0.49%−387−9.0%Reduced
Pitcairn Co3,977$853.4K0.07%−1,774−30.8%Reduced
Main Street Financial Solutions, LLC3,984$854.9K0.05%+55+1.4%Added
Greycroft LP4,000$858.4K0.76%00.0%Unchanged
Yousif Capital Management, LLC4,002$858.8K0.01%−42−1.0%Reduced
Capstone Investment Advisors, LLC4,027$864.2K0.01%+4,027New
Menard Financial Group LLC4,032$865.2K0.58%−12−0.3%Reduced
Thoroughbred Financial Services, LLC4,037$866.0K0.05%+25+0.6%Added
Forum Financial Management, LP4,056$870.4K0.01%+78+2.0%Added
Grimes & Company, Inc.4,060$871.3K0.02%+4,060New
Oak Thistle LLC4,065$872.3K0.13%+2,880+243.0%Added
Florida Financial Advisors, LLC4,092$878.1K0.27%+4,092New
HB Wealth Management, LLC4,094$878.5K0.01%+1,206+41.8%Added
Pallas Capital Advisors LLC4,112$882.4K0.03%+8+0.2%Added
Raiffeisen Bank International AG4,046$884.4K0.01%+512+14.5%Added
United Advisor Group, LLC4,165$893.8K0.12%+4,165New
Callan Family Office, LLC4,177$896.3K0.03%−554−11.7%Reduced
Cornerstone Enterprises, LLC4,202$901.7K0.44%+162+4.0%Added
Grant Private Wealth Management Inc4,206$902.6K0.56%+4,206New
Friedenthal Financial4,294$921.5K0.48%+4,294New
Siemens Fonds Invest GmbH4,346$932.6K0.05%+10+0.2%Added
Davis Capital Management4,353$934.1K0.65%+4,353New
Prelude Capital Management, LLC4,357$935.0K0.07%−1,086−20.0%Reduced
Emerald Advisers, LLC4,383$940.5K0.03%−646−12.8%Reduced
Leonteq Securities AG4,431$950.8K0.05%+2,505+130.1%Added