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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,228 | $75.0B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.9B |
| Q3 2025 | 1,039 | $61.4B |
| Q2 2025 | 947 | $54.6B |
| Q1 2025 | 872 | $30.1B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $20.8B |
| Q2 2024 | 652 | $21.2B |
| Q1 2024 | 709 | $29.6B |
| Q4 2023 | 678 | $23.3B |
| Q3 2023 | 573 | $15.8B |
| Q2 2023 | 560 | $16.0B |
| Q1 2023 | 572 | $16.2B |
| Q4 2022 | 550 | $11.0B |
| Q3 2022 | 563 | $12.9B |
| Q2 2022 | 550 | $10.4B |
| Q1 2022 | 641 | $28.0B |
| Q4 2021 | 681 | $29.8B |
| Q3 2021 | 620 | $24.6B |
| Q2 2021 | 537 | $22.6B |
| Q1 2021 | 507 | $13.7B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clarus Wealth Advisors | 7,904 | $1.71M | 0.76% | +143+1.8% | Added |
| Assenagon Asset Management S.A. | 8,011 | $1.72M | 0.00% | +1,020+14.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,121 | $1.74M | 0.12% | −159−1.9% | Reduced |
| SlateStone Wealth, LLC | 8,191 | $1.76M | 0.15% | +1,520+22.8% | Added |
| Western Wealth Management, LLC | 8,272 | $1.78M | 0.09% | −731−8.1% | Reduced |
| United Capital Financial Advisers, LLC | 8,330 | $1.79M | 0.01% | +3,757+82.2% | Added |
| Equitable Holdings, Inc. | 8,438 | $1.81M | 0.01% | −40.0% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 8,500 | $1.82M | 0.97% | −8,000−48.5% | Reduced |
| Harvest Fund Management Co., Ltd | 8,531 | $1.83M | 0.08% | +1,564+22.4% | Added |
| NewEdge Wealth, LLC | 8,053 | $1.84M | 0.03% | +5,049+168.1% | Added |
| CSM Advisors, LLC | 8,635 | $1.85M | 0.05% | +8,635 | New |
| Qsemble Capital Management, LP | 8,659 | $1.86M | 0.18% | +8,659 | New |
| Mission Wealth Management, LP | 8,679 | $1.86M | 0.04% | −664−7.1% | Reduced |
| Oribel Capital Management, LP | 8,700 | $1.87M | 0.22% | +400+4.8% | Added |
| Change Path, LLC | 8,781 | $1.88M | 0.05% | +1,180+15.5% | Added |
| Atlas Brown,Inc. | 8,827 | $1.89M | 0.56% | −20−0.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,880 | $1.91M | 0.07% | +1,109+14.3% | Added |
| Mutual Advisors, LLC | 9,072 | $1.97M | 0.04% | +7,253+398.7% | Added |
| Calamos Wealth Management LLC | 9,248 | $1.98M | 0.07% | +78+0.9% | Added |
| EverSource Wealth Advisors, LLC | 9,288 | $1.99M | 0.08% | +722+8.4% | Added |
| Everence Capital Management Inc | 9,380 | $2.01M | 0.12% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 9,455 | $2.03M | 0.50% | −4,025−29.9% | Reduced |
| Jupiter Asset Management Ltd | 9,484 | $2.04M | 0.02% | −900−8.7% | Reduced |
| Numerai GP LLC | 9,490 | $2.04M | 0.29% | −8,530−47.3% | Reduced |
| Oppenheimer Asset Management Inc. | 9,781 | $2.10M | 0.02% | −908−8.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 9,870 | $2.12M | 0.01% | −1,236−11.1% | Reduced |
| Brandywine Managers, LLC | 9,906 | $2.13M | 2.04% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 9,934 | $2.13M | 0.19% | −258−2.5% | Reduced |
| Ocean Capital Management, LLC | 10,064 | $2.16M | 0.43% | −1,604−13.7% | Reduced |
| Steel Peak Wealth Management LLC | 10,082 | $2.16M | 0.07% | −102−1.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 10,086 | $2.16M | 0.08% | −56−0.6% | Reduced |
| Signaturefd, LLC | 10,197 | $2.19M | 0.03% | −24−0.2% | Reduced |
| Kirtland Hills Capital Management, LLC | 10,317 | $2.21M | 0.88% | +1,149+12.5% | Added |
| SBI Securities Co., Ltd. | 10,327 | $2.22M | 0.06% | −41−0.4% | Reduced |
| Atria Investments LLC | 10,371 | $2.23M | 0.03% | +2,089+25.2% | Added |
| Kassira Wealth Management LLC | 10,379 | $2.23M | 2.15% | +10,379 | New |
| Integrated Wealth Concepts LLC | 10,430 | $2.24M | 0.02% | +309+3.1% | Added |
| M&T Bank Corp | 10,532 | $2.26M | 0.01% | −2,864−21.4% | Reduced |
| Proactive Wealth Strategies LLC | 10,615 | $2.28M | 0.98% | 00.0% | Unchanged |
| Intech Investment Management LLC | 10,667 | $2.29M | 0.02% | −6,258−37.0% | Reduced |
| Omers Administration Corp | 10,715 | $2.30M | 0.02% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 10,733 | $2.30M | 0.11% | +40.0% | Added |
| MAI Capital Management | 10,770 | $2.31M | 0.01% | +2,818+35.4% | Added |
| Keystone Wealth Services, LLC | 10,829 | $2.32M | 0.51% | +700+6.9% | Added |
| Joel Isaacson & Co., LLC | 10,875 | $2.33M | 0.08% | −10−0.1% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 11,975 | $2.35M | 0.12% | 00.0% | Unchanged |
| Keybank National Association | 10,929 | $2.35M | 0.01% | −1,095−9.1% | Reduced |
| The PNC Financial Services Group, Inc. | 10,946 | $2.35M | 0.00% | +985+9.9% | Added |
| Illinois Municipal Retirement Fund | 11,118 | $2.39M | 0.03% | +4,294+62.9% | Added |
| CIBC Bancorp USA Inc. | 11,135 | $2.39M | 0.01% | +11,135 | New |
| Groupama Asset Managment | – | $2.41M | 0.04% | – | – |
| Dai-Ichi Life Insurance Company, Ltd | 11,357 | $2.44M | 0.06% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 11,474 | $2.46M | 0.06% | −662−5.5% | Reduced |
| Malaga Cove Capital, LLC | 11,484 | $2.46M | 0.89% | −170−1.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 11,519 | $2.47M | 0.09% | +299+2.7% | Added |
| Generali Asset Management SPA SGR | 11,519 | $2.47M | 0.05% | +402+3.6% | Added |
| West Michigan Advisors, LLC | 11,599 | $2.49M | 0.60% | +9,161+375.8% | Added |
| Allstate Corp | 11,644 | $2.50M | 0.06% | +11,644 | New |
| Amitell Capital Pte Ltd | 11,894 | $2.55M | 1.89% | +11,894 | New |
| Insight Holdings Group, LLC | 12,000 | $2.58M | 0.16% | +12,000 | New |
| Profund Advisors LLC | 12,117 | $2.60M | 0.08% | −105−0.9% | Reduced |
| Rafferty Asset Management, LLC | 12,313 | $2.64M | 0.01% | −3,853−23.8% | Reduced |
| FORA Capital, LLC | 12,382 | $2.66M | 0.47% | −18,643−60.1% | Reduced |
| Independent Advisor Alliance | 12,519 | $2.69M | 0.07% | −14,025−52.8% | Reduced |
| Vident Advisory, LLC | 12,726 | $2.73M | 0.03% | −5,057−28.4% | Reduced |
| Oppenheimer & Co Inc | 12,828 | $2.75M | 0.03% | +2,445+23.5% | Added |
| CIBC Asset Management Inc | 13,055 | $2.80M | 0.01% | +94+0.7% | Added |
| Park Avenue Securities LLC | 13,120 | $2.81M | 0.02% | −304−2.3% | Reduced |
| Alps Advisors Inc | 13,195 | $2.83M | 0.02% | −754−5.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 13,304 | $2.85M | 0.00% | +342+2.6% | Added |
| NTV Asset Management LLC | 13,342 | $2.86M | 0.31% | −58−0.4% | Reduced |
| Castle Rock Wealth Management, LLC | 12,990 | $2.87M | 0.63% | +47+0.4% | Added |
| Coastal Investment Advisors, Inc. | 13,511 | $2.90M | 0.97% | +5,895+77.4% | Added |
| Grandview Asset Management LLC | 13,606 | $2.92M | 0.82% | +250+1.9% | Added |
| RDA Financial Network | 13,647 | $2.93M | 0.72% | +13,647 | New |
| Colony Group, LLC | 14,969 | $3.00M | 0.00% | −132−0.9% | Reduced |
| Winton Group Ltd | 13,972 | $3.00M | 0.11% | +13,972 | New |
| Global Wealth Management Investment Advisory, Inc. | 14,424 | $3.10M | 0.52% | +1,913+15.3% | Added |
| Blue Barn Wealth, LLC | 14,650 | $3.14M | 1.38% | −24−0.2% | Reduced |
| Prudential PLC | 14,768 | $3.17M | 0.02% | +9,156+163.2% | Added |
| Bridgewater Associates, LP | 15,015 | $3.22M | 0.01% | +15,015 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 15,037 | $3.23M | 0.03% | +2,295+18.0% | Added |
| Hancock Whitney Corp | 15,111 | $3.24M | 0.06% | −156−1.0% | Reduced |
| Maryland State Retirement & Pension System | 15,221 | $3.27M | 0.07% | +222+1.5% | Added |
| Farther Finance Advisors, LLC | 15,558 | $3.34M | 0.05% | +3,482+28.8% | Added |
| Sterling Capital Management LLC | 15,599 | $3.35M | 0.05% | −14,435−48.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 15,600 | $3.35M | 0.04% | −4,700−23.2% | Reduced |
| Creekmur Asset Management LLC | 15,829 | $3.40M | 0.56% | +3,787+31.4% | Added |
| PDT Partners, LLC | 15,892 | $3.41M | 0.22% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 15,898 | $3.41M | 0.11% | +354+2.3% | Added |
| Taylor Frigon Capital Management LLC | 16,017 | $3.44M | 1.71% | −1,212−7.0% | Reduced |
| Highland Capital Management, LLC | 16,044 | $3.44M | 0.17% | −1,006−5.9% | Reduced |
| CWM, LLC | 16,119 | $3.46M | 0.01% | +264+1.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 16,171 | $3.47M | 0.03% | −1,401−8.0% | Reduced |
| Cannon Advisors, Inc. | 16,084 | $3.49M | 2.35% | −387−2.3% | Reduced |
| SG Americas Securities, LLC | 16,301 | $3.50M | 0.01% | −5,804−26.3% | Reduced |
| SWS Partners | 16,706 | $3.58M | 0.88% | −2,571−13.3% | Reduced |
| Jones Financial Companies LLLP | 16,631 | $3.60M | 0.00% | +3,053+22.5% | Added |
| Knollwood Investment Advisory, LLC | 16,800 | $3.61M | 0.32% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 16,972 | $3.64M | 0.65% | +1,913+12.7% | Added |