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 $69.8B 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 | $69.8B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.8B |
| Q3 2025 | 1,039 | $59.1B |
| Q2 2025 | 947 | $54.3B |
| Q1 2025 | 872 | $29.8B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $20.7B |
| Q2 2024 | 652 | $21.1B |
| Q1 2024 | 709 | $24.2B |
| Q4 2023 | 678 | $20.7B |
| Q3 2023 | 573 | $15.8B |
| Q2 2023 | 560 | $16.0B |
| Q1 2023 | 572 | $15.1B |
| Q4 2022 | 550 | $10.9B |
| Q3 2022 | 563 | $12.9B |
| Q2 2022 | 550 | $10.3B |
| 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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 17,133 | $3.68M | 0.02% | −2,890−14.4% | Reduced |
| CIBC World Markets Inc. | 17,202 | $3.69M | 0.01% | −3,779−18.0% | Reduced |
| Triasima Portfolio Management inc. | 17,227 | $3.70M | 0.56% | +17,227 | New |
| Manufacturers Life Insurance Company, The | 17,290 | $3.71M | 0.00% | +829+5.0% | Added |
| EFG Asset Management (Americas) Corp. | 17,552 | $3.77M | 0.65% | −4,241−19.5% | Reduced |
| Black Swift Group, LLC | 17,750 | $3.81M | 0.67% | +2,500+16.4% | Added |
| Nwi Management LP | 18,000 | $3.86M | 0.38% | 00.0% | Unchanged |
| Prudential Financial Inc | 18,546 | $3.98M | 0.00% | −2,139−10.3% | Reduced |
| Voleon Capital Management LP | 18,802 | $4.03M | 0.10% | +18,802 | New |
| RFG Advisory, LLC | 18,906 | $4.06M | 0.08% | −703−3.6% | Reduced |
| Fortis Group Advisors, LLC | 16,097 | $4.07M | 0.70% | −624−3.7% | Reduced |
| Azzad Asset Management Inc | 19,066 | $4.09M | 0.40% | +768+4.2% | Added |
| Robeco Institutional Asset Management B.V. | 19,175 | $4.11M | 0.01% | +14,701+328.6% | Added |
| Summit Trail Advisors, LLC | 19,232 | $4.13M | 0.06% | +4,611+31.5% | Added |
| Kentucky Retirement Systems | 19,375 | $4.16M | 0.11% | −135−0.7% | Reduced |
| TrueMark Investments, LLC | 19,548 | $4.19M | 0.73% | −1,632−7.7% | Reduced |
| Investment Management Corp of Ontario | 19,730 | $4.23M | 0.06% | +8,222+71.4% | Added |
| MetLife Investment Management | 19,758 | $4.24M | 0.02% | +570+3.0% | Added |
| Newbridge Financial Services Group, Inc. | 19,762 | $4.24M | 0.63% | +2,846+16.8% | Added |
| Affinity Wealth Management LLC | 19,921 | $4.27M | 0.63% | +19,921 | New |
| Nicholas Investment Partners, LP | 20,472 | $4.39M | 0.34% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 20,714 | $4.45M | 0.01% | +1,369+7.1% | Added |
| Spire Wealth Management | 20,815 | $4.47M | 0.15% | +19,695+1,758.5% | Added |
| Viking Fund Management LLC | 21,000 | $4.51M | 0.54% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 21,155 | $4.54M | 1.48% | +5,251+33.0% | Added |
| Brinker Capital Investments, LLC | 21,202 | $4.55M | 0.04% | +7,245+51.9% | Added |
| EFG Asset Management (North America) Corp. | 21,211 | $4.55M | 0.59% | −5,820−21.5% | Reduced |
| Beacon Pointe Advisors, LLC | 21,301 | $4.57M | 0.04% | +1,449+7.3% | Added |
| Vinva Investment Management Ltd | 21,157 | $4.62M | 0.09% | −248−1.2% | Reduced |
| Verition Fund Management LLC | 21,590 | $4.63M | 0.03% | −2,179−9.2% | Reduced |
| Group One Trading, L.P. | 22,127 | $4.75M | 0.14% | −42,456−65.7% | Reduced |
| Goldstream Capital Management Ltd | 22,178 | $4.76M | 1.68% | −4,092−15.6% | Reduced |
| Warm Springs Advisors Inc. | 22,198 | $4.76M | 3.62% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 22,275 | $4.78M | 0.02% | +100+0.5% | Added |
| Lee Johnson Capital Management, LLC | 22,537 | $4.84M | 1.61% | +22,537 | New |
| TCG Advisory Services, LLC | 22,634 | $4.86M | 0.18% | +5,457+31.8% | Added |
| ICONIQ Capital, LLC | 23,136 | $4.96M | 0.06% | +21,000+983.1% | Added |
| Federation des caisses Desjardins du Quebec | 23,373 | $5.02M | 0.02% | +2,320+11.0% | Added |
| Rokos Capital Management LLP | 23,523 | $5.05M | 0.06% | +23,523 | New |
| CI Private Wealth, LLC | 23,776 | $5.10M | 0.01% | −924−3.7% | Reduced |
| Janus Henderson Group PLC | 23,972 | $5.14M | 0.00% | +276+1.2% | Added |
| Foundations Investment Advisors, LLC | 23,969 | $5.14M | 0.07% | +2,998+14.3% | Added |
| Motley Fool Asset Management LLC | 24,052 | $5.16M | 0.21% | +6,300+35.5% | Added |
| Janney Montgomery Scott LLC | 24,107 | $5.17M | 0.01% | −4,324−15.2% | Reduced |
| Robocap Asset Management Ltd | 24,161 | $5.18M | 3.30% | −9,464−28.1% | Reduced |
| Simplex Trading, LLC | 24,256 | $5.21M | 0.11% | −13,979−36.6% | Reduced |
| Science & Technology Partners, L.P. | 24,312 | $5.22M | 1.48% | +24,312 | New |
| Norden Group LLC | 24,494 | $5.26M | 0.53% | −240−1.0% | Reduced |
| Amalgamated Bank | 24,885 | $5.34M | 0.04% | +1,737+7.5% | Added |
| Brown Advisory Inc | 24,927 | $5.35M | 0.01% | −10,228−29.1% | Reduced |
| ASR Vermogensbeheer N.V. | 25,441 | $5.46M | 0.07% | −89−0.3% | Reduced |
| Evercore Wealth Management, LLC | 25,580 | $5.49M | 0.08% | −2,750−9.7% | Reduced |
| Kestra Advisory Services, LLC | 25,829 | $5.54M | 0.03% | −1,429−5.2% | Reduced |
| Clear Harbor Asset Management, LLC | 25,880 | $5.55M | 0.39% | +1,090+4.4% | Added |
| GWM Advisors LLC | 26,028 | $5.59M | 0.03% | +2,167+9.1% | Added |
| Mercer Global Advisors Inc | 26,455 | $5.68M | 0.01% | −6,656−20.1% | Reduced |
| KP Management LLC | 27,786 | $5.96M | 2.09% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 27,835 | $5.97M | 0.13% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 27,594 | $6.01M | 0.34% | −1,882−6.4% | Reduced |
| Lountzis Asset Management, LLC | 28,557 | $6.13M | 2.00% | −10.0% | Reduced |
| Perigon Wealth Management, LLC | 28,681 | $6.15M | 0.13% | +1,074+3.9% | Added |
| Swiss Life Asset Management Ltd | 28,709 | $6.16M | 0.03% | −659−2.2% | Reduced |
| Commerce Bank | 28,926 | $6.21M | 0.03% | +79+0.3% | Added |
| Sepio Capital, LP | 29,276 | $6.28M | 0.37% | +1,495+5.4% | Added |
| Tiaa Trust, National Association | 29,371 | $6.30M | 0.02% | −56,166−65.7% | Reduced |
| Public Employees Retirement Association of Colorado | 29,754 | $6.38M | 0.02% | −837−2.7% | Reduced |
| Cushing Asset Management, LP | 30,000 | $6.44M | 0.37% | +15,000+100.0% | Added |
| Interval Partners, LP | 30,000 | $6.44M | 0.14% | +30,000 | New |
| Mirae Asset Global Investments Co., Ltd. | 30,204 | $6.48M | 0.02% | +2,215+7.9% | Added |
| Lido Advisors, LLC | 30,224 | $6.49M | 0.03% | +13,375+79.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,732 | $6.59M | 0.05% | −65−0.2% | Reduced |
| Tredje AP-fonden | 30,920 | $6.64M | 0.05% | +6,187+25.0% | Added |
| Sanctuary Advisors, LLC | 31,313 | $6.72M | 0.04% | +13,627+77.0% | Added |
| Robeco Schweiz AG | 31,500 | $6.76M | 0.15% | −6,900−18.0% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 31,724 | $6.81M | 1.14% | −1,571−4.7% | Reduced |
| Rockefeller Capital Management L.P. | 31,800 | $6.82M | 0.01% | −49,274−60.8% | Reduced |
| Soltis Investment Advisors LLC | 31,990 | $6.86M | 0.47% | +54+0.2% | Added |
| Daiwa Securities Group Inc. | 32,752 | $7.03M | 0.02% | +7,700+30.7% | Added |
| Banque Cantonale Vaudoise | 33,110 | $7.10M | 0.27% | −5,207−13.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 33,134 | $7.11M | 0.26% | +39+0.1% | Added |
| Cerity Partners LLC | 33,536 | $7.20M | 0.01% | +6,005+21.8% | Added |
| OP Asset Management Ltd | 33,836 | $7.26M | 0.10% | +28+0.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 34,015 | $7.30M | 0.05% | +1,714+5.3% | Added |
| Brevan Howard Capital Management LP | 35,238 | $7.56M | 0.11% | +35,238 | New |
| Wealthfront Advisers LLC | 35,264 | $7.57M | 0.02% | +4,261+13.7% | Added |
| Millennium Management LLC | 35,267 | $7.57M | 0.01% | +7,229+25.8% | Added |
| US Bancorp | 35,655 | $7.65M | 0.01% | +1,894+5.6% | Added |
| O'Shaughnessy Asset Management, LLC | 36,201 | $7.77M | 0.05% | +5,067+16.3% | Added |
| Caisse de Depot Et Placement du Quebec | 36,669 | $7.87M | 0.01% | −15,003−29.0% | Reduced |
| Acadian Asset Management LLC | 37,683 | $8.08M | 0.01% | −89,994−70.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 37,253 | $8.10M | 0.01% | +1,208+3.4% | Added |
| Jacobs Levy Equity Management, Inc | 37,790 | $8.11M | 0.03% | +33,343+749.8% | Added |
| Virtu Financial LLC | 38,362 | $8.23M | 0.46% | +38,362 | New |
| Ethic Inc. | 38,373 | $8.23M | 0.14% | +3,842+11.1% | Added |
| Natixis Advisors, L.P. | 38,446 | $8.25M | 0.01% | +3,273+9.3% | Added |
| Strategic Planning Group, LLC | 38,557 | $8.27M | 1.12% | +922+2.4% | Added |
| Nissay Asset Management Corp | 39,217 | $8.42M | 0.05% | +1,030+2.7% | Added |
| Jackson Square Capital, LLC | 39,739 | $8.53M | 1.86% | −1,572−3.8% | Reduced |
| Andra AP-fonden | 39,797 | $8.54M | 0.11% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 39,908 | $8.56M | 1.27% | −2,633−6.2% | Reduced |