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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
Daymark Wealth Partners, LLC4,443$953.4K0.03%−113−2.5%Reduced
Cynosure Management, LLC4,494$964.4K0.10%00.0%Unchanged
Dorsey & Whitney Trust CO LLC4,541$974.5K0.05%+46+1.0%Added
Sciencast Management LP4,560$978.5K0.18%+4,560New
Abn Amro Investment Solutions4,578$982.4K0.02%+21+0.5%Added
Resources Investment Advisors, LLC.4,618$991.0K0.01%−389−7.8%Reduced
Gerber Kawasaki Wealth & Investment Management4,642$996.1K0.03%+71+1.6%Added
APG Asset Management US Inc.4,591$996.5K0.01%00.0%Unchanged
Gibbs Wealth Management4,689$1.01M0.23%+4,689New
J.W. Cole Advisors, Inc.4,708$1.01M0.02%−532−10.2%Reduced
Graham Capital Management, L.P.4,719$1.01M0.04%+2,309+95.8%Added
Prime Capital Investment Advisors, LLC4,758$1.02M0.01%−633−11.7%Reduced
Pinkerton Retirement Specialists, LLC4,772$1.02M0.11%+145+3.1%Added
Atomi Financial Group, Inc.4,781$1.03M0.03%+596+14.2%Added
SRS Capital Advisors, Inc.4,868$1.04M0.02%+4,298+754.0%Added
Hilltop Holdings Inc.4,920$1.06M0.06%−768−13.5%Reduced
Prospera Financial Services Inc4,938$1.06M0.02%+1,467+42.3%Added
Left Brain Wealth Management, LLC4,953$1.06M0.33%+188+3.9%Added
Coldstream Capital Management Inc5,077$1.09M0.01%+776+18.0%Added
Portman Square Capital LLP5,090$1.09M0.14%−4,005−44.0%Reduced
Scientech Research LLC5,101$1.09M0.38%+5,101New
UniSuper Management Pty Ltd5,200$1.12M0.01%00.0%Unchanged
PEAK6 LLC5,227$1.12M0.03%+5,227New
Parallel Advisors, LLC5,230$1.12M0.02%−140−2.6%Reduced
Wedmont Private Capital5,182$1.13M0.04%+149+3.0%Added
Van Hulzen Asset Management, LLC5,255$1.13M0.08%−150−2.8%Reduced
Generali Investments, Management Co LLC5,263$1.13M0.24%+3,870+277.8%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA5,345$1.15M0.27%−14,305−72.8%Reduced
Plato Investment Management Ltd5,402$1.15M0.08%+341+6.7%Added
Ellevest, Inc.5,380$1.15M0.16%+2,272+73.1%Added
Freestone Capital Holdings, LLC5,387$1.16M0.04%−66−1.2%Reduced
Miracle Mile Advisors, LLC5,417$1.16M0.02%−230−4.1%Reduced
Cresset Asset Management, LLC5,422$1.16M0.01%−640−10.6%Reduced
Pier 88 Investment Partners LLC5,450$1.17M0.22%−2,730−33.4%Reduced
Knights of Columbus Asset Advisors LLC5,487$1.18M0.07%−83−1.5%Reduced
DC Investments Management, LLC5,532$1.19M0.49%00.0%Unchanged
Paradigm Asset Management Co LLC5,600$1.20M0.28%00.0%Unchanged
Metis Global Partners, LLC5,629$1.21M0.03%−510−8.3%Reduced
Moneta Group Investment Advisors LLC5,707$1.22M0.01%+283+5.2%Added
BNP Paribas5,748$1.23M0.04%−1,671−22.5%Reduced
Baader Bank INC5,942$1.25M0.10%+5,942New
Burling Wealth Partners, LLC5,823$1.25M0.21%−284−4.7%Reduced
Principal Securities, Inc.5,848$1.25M0.02%+590+11.2%Added
Putney Financial Group LLC5,859$1.26M1.25%−35−0.6%Reduced
Fox Run Management, L.L.C.5,879$1.26M0.20%+5,879New
Wealthedge Investment Advisors, LLC5,910$1.27M0.48%+108+1.9%Added
Wealth Management Partners, LLC5,926$1.27M0.40%+499+9.2%Added
Calamos Advisors LLC5,950$1.28M0.01%−1,900−24.2%Reduced
Shelton Wealth Management, LLC5,960$1.28M0.60%−1,053−15.0%Reduced
Advisory Services Network, LLC5,972$1.28M0.02%+1,282+27.3%Added
Sphera Management Technology Funds Ltd6,000$1.29M0.65%−1,000−14.3%Reduced
Triglav Skladi, D.O.O.6,000$1.29M0.08%00.0%Unchanged
Private Advisor Group, LLC6,016$1.29M0.01%+136+2.3%Added
Connor, Clark & Lunn Investment Management Ltd.6,048$1.30M0.00%+6,048New
Polar Asset Management Partners Inc.6,057$1.30M0.03%+6,057New
Stance Capital LLC6,071$1.30M0.48%−1,492−19.7%Reduced
Northwest & Ethical Investments L.P.5,969$1.30M0.03%−2,900−32.7%Reduced
Vestcor Inc6,087$1.31M0.04%00.0%Unchanged
Bridgewater Advisors Inc.5,881$1.33M0.09%+64+1.1%Added
Seven Springs Wealth Group, LLC6,236$1.34M0.32%00.0%Unchanged
Afg Fiduciary Services Limited Partnership6,183$1.34M0.78%−758−10.9%Reduced
Retireful, LLC6,277$1.35M1.30%−609−8.8%Reduced
Miller Financial Services LLC6,279$1.35M1.56%−208−3.2%Reduced
Lazard Asset Management LLC6,319$1.36M0.00%+1,794+39.6%Added
RSM US Wealth Management LLC6,337$1.36M0.02%+168+2.7%Added
Sequoia Financial Advisors, LLC6,401$1.37M0.01%+942+17.3%Added
Vise Technologies, Inc.6,431$1.38M0.05%+446+7.5%Added
Everhart Financial Group, Inc.6,460$1.39M0.14%+825+14.6%Added
Advisory Resource Group6,465$1.39M0.25%−467−6.7%Reduced
Krane Funds Advisors LLC6,728$1.39M0.04%+3,393+101.7%Added
Meeder Advisory Services, Inc.6,522$1.40M0.07%+1,352+26.2%Added
Envestnet Portfolio Solutions, Inc.6,623$1.42M0.01%−1,796−21.3%Reduced
Thoma Capital Management LLC6,641$1.43M0.82%−225−3.3%Reduced
Diversify Wealth Management, LLC5,775$1.43M0.08%+108+1.9%Added
Peapack Gladstone Financial Corp6,682$1.43M0.02%−1,498−18.3%Reduced
Financial Advisory Service, Inc.6,701$1.44M0.10%−454−6.3%Reduced
Meridian Wealth Management, LLC6,786$1.46M0.06%−45−0.7%Reduced
Western Financial Corp6,793$1.46M0.63%−1,584−18.9%Reduced
Artemis Wealth Advisors, LLC7,000$1.50M0.26%+7,000New
Institute for Wealth Management, LLC.7,045$1.51M0.16%−53−0.7%Reduced
Ofi Invest Asset Management8,285$1.51M0.03%00.0%Unchanged
Castle Hook Partners LP7,052$1.51M0.02%+1,687+31.4%Added
Sowell Financial Services LLC7,078$1.52M0.06%+3,483+96.9%Added
LJI Wealth Management, LLC7,100$1.52M0.27%00.0%Unchanged
Guggenheim Capital LLC7,134$1.53M0.01%+1,663+30.4%Added
Williamson Legacy Group, LLC7,140$1.53M1.18%+7,140New
Capula Management Ltd7,272$1.56M0.01%+7,272New
Stratos Wealth Partners, LTD.7,292$1.56M0.02%+621+9.3%Added
Ballentine Partners, LLC7,305$1.57M0.02%+33+0.5%Added
STRS Ohio7,379$1.58M0.01%−4,400−37.4%Reduced
Mediolanum International Funds Ltd7,363$1.61M0.02%−950−11.4%Reduced
Massar Capital Management, LP7,514$1.61M0.58%+7,514New
Caisse des Depots Et Consignations7,624$1.64M0.07%+7,624New
Altrafin AG7,700$1.65M0.52%00.0%Unchanged
Mutual of America Capital Management LLC7,746$1.66M0.02%+2,292+42.0%Added
Belpointe Asset Management LLC7,768$1.67M0.06%−1,350−14.8%Reduced
Fortis Capital Advisors, LLC7,768$1.67M0.26%−1,350−14.8%Reduced
Clearbridge Investments, LLC7,832$1.68M0.00%+202+2.6%Added
MASTERINVEST Kapitalanlage GmbH7,933$1.70M0.17%−73−0.9%Reduced
Green Alpha Advisors, LLC7,956$1.71M1.65%−481−5.7%Reduced