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 |
|---|---|---|---|---|---|
| Rokos Capital Management LLP | 23,523 | $5.05M | 0.06% | +23,523 | New |
| Federation des caisses Desjardins du Quebec | 23,373 | $5.02M | 0.02% | +2,320+11.0% | Added |
| ICONIQ Capital, LLC | 23,136 | $4.96M | 0.06% | +21,000+983.1% | Added |
| TCG Advisory Services, LLC | 22,634 | $4.86M | 0.18% | +5,457+31.8% | Added |
| Lee Johnson Capital Management, LLC | 22,537 | $4.84M | 1.61% | +22,537 | New |
| Nisa Investment Advisors, LLC | 22,275 | $4.78M | 0.02% | +100+0.5% | Added |
| Warm Springs Advisors Inc. | 22,198 | $4.76M | 3.62% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 22,178 | $4.76M | 1.68% | −4,092−15.6% | Reduced |
| Group One Trading, L.P. | 22,127 | $4.75M | 0.14% | −42,456−65.7% | Reduced |
| Verition Fund Management LLC | 21,590 | $4.63M | 0.03% | −2,179−9.2% | Reduced |
| Vinva Investment Management Ltd | 21,157 | $4.62M | 0.09% | −248−1.2% | Reduced |
| Beacon Pointe Advisors, LLC | 21,301 | $4.57M | 0.04% | +1,449+7.3% | Added |
| EFG Asset Management (North America) Corp. | 21,211 | $4.55M | 0.59% | −5,820−21.5% | Reduced |
| Brinker Capital Investments, LLC | 21,202 | $4.55M | 0.04% | +7,245+51.9% | Added |
| Nia Impact Advisors, LLC | 21,155 | $4.54M | 1.48% | +5,251+33.0% | Added |
| Viking Fund Management LLC | 21,000 | $4.51M | 0.54% | 00.0% | Unchanged |
| Spire Wealth Management | 20,815 | $4.47M | 0.15% | +19,695+1,758.5% | Added |
| Mackenzie Financial Corp | 20,714 | $4.45M | 0.01% | +1,369+7.1% | Added |
| Nicholas Investment Partners, LP | 20,472 | $4.39M | 0.34% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 19,921 | $4.27M | 0.63% | +19,921 | New |
| Newbridge Financial Services Group, Inc. | 19,762 | $4.24M | 0.63% | +2,846+16.8% | Added |
| MetLife Investment Management | 19,758 | $4.24M | 0.02% | +570+3.0% | Added |
| Investment Management Corp of Ontario | 19,730 | $4.23M | 0.06% | +8,222+71.4% | Added |
| TrueMark Investments, LLC | 19,548 | $4.19M | 0.73% | −1,632−7.7% | Reduced |
| Kentucky Retirement Systems | 19,375 | $4.16M | 0.11% | −135−0.7% | Reduced |
| Summit Trail Advisors, LLC | 19,232 | $4.13M | 0.06% | +4,611+31.5% | Added |
| Robeco Institutional Asset Management B.V. | 19,175 | $4.11M | 0.01% | +14,701+328.6% | Added |
| Azzad Asset Management Inc | 19,066 | $4.09M | 0.40% | +768+4.2% | Added |
| Fortis Group Advisors, LLC | 16,097 | $4.07M | 0.70% | −624−3.7% | Reduced |
| RFG Advisory, LLC | 18,906 | $4.06M | 0.08% | −703−3.6% | Reduced |
| Voleon Capital Management LP | 18,802 | $4.03M | 0.10% | +18,802 | New |
| Prudential Financial Inc | 18,546 | $3.98M | 0.00% | −2,139−10.3% | Reduced |
| Nwi Management LP | 18,000 | $3.86M | 0.38% | 00.0% | Unchanged |
| Black Swift Group, LLC | 17,750 | $3.81M | 0.67% | +2,500+16.4% | Added |
| EFG Asset Management (Americas) Corp. | 17,552 | $3.77M | 0.65% | −4,241−19.5% | Reduced |
| Manufacturers Life Insurance Company, The | 17,290 | $3.71M | 0.00% | +829+5.0% | Added |
| Triasima Portfolio Management inc. | 17,227 | $3.70M | 0.56% | +17,227 | New |
| CIBC World Markets Inc. | 17,202 | $3.69M | 0.01% | −3,779−18.0% | Reduced |
| D.A. Davidson & Co. | 17,133 | $3.68M | 0.02% | −2,890−14.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 16,972 | $3.64M | 0.65% | +1,913+12.7% | Added |
| Knollwood Investment Advisory, LLC | 16,800 | $3.61M | 0.32% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 16,631 | $3.60M | 0.00% | +3,053+22.5% | Added |
| SWS Partners | 16,706 | $3.58M | 0.88% | −2,571−13.3% | Reduced |
| SG Americas Securities, LLC | 16,301 | $3.50M | 0.01% | −5,804−26.3% | Reduced |
| Cannon Advisors, Inc. | 16,084 | $3.49M | 2.35% | −387−2.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 16,171 | $3.47M | 0.03% | −1,401−8.0% | Reduced |
| CWM, LLC | 16,119 | $3.46M | 0.01% | +264+1.7% | Added |
| Highland Capital Management, LLC | 16,044 | $3.44M | 0.17% | −1,006−5.9% | Reduced |
| Taylor Frigon Capital Management LLC | 16,017 | $3.44M | 1.71% | −1,212−7.0% | Reduced |
| Gulf International Bank (UK) Ltd | 15,898 | $3.41M | 0.11% | +354+2.3% | Added |
| PDT Partners, LLC | 15,892 | $3.41M | 0.22% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 15,829 | $3.40M | 0.56% | +3,787+31.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 15,600 | $3.35M | 0.04% | −4,700−23.2% | Reduced |
| Sterling Capital Management LLC | 15,599 | $3.35M | 0.05% | −14,435−48.1% | Reduced |
| Farther Finance Advisors, LLC | 15,558 | $3.34M | 0.05% | +3,482+28.8% | Added |
| Maryland State Retirement & Pension System | 15,221 | $3.27M | 0.07% | +222+1.5% | Added |
| Hancock Whitney Corp | 15,111 | $3.24M | 0.06% | −156−1.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 15,037 | $3.23M | 0.03% | +2,295+18.0% | Added |
| Bridgewater Associates, LP | 15,015 | $3.22M | 0.01% | +15,015 | New |
| Prudential PLC | 14,768 | $3.17M | 0.02% | +9,156+163.2% | Added |
| Blue Barn Wealth, LLC | 14,650 | $3.14M | 1.38% | −24−0.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 14,424 | $3.10M | 0.52% | +1,913+15.3% | Added |
| Winton Group Ltd | 13,972 | $3.00M | 0.11% | +13,972 | New |
| Colony Group, LLC | 14,969 | $3.00M | 0.00% | −132−0.9% | Reduced |
| RDA Financial Network | 13,647 | $2.93M | 0.72% | +13,647 | New |
| Grandview Asset Management LLC | 13,606 | $2.92M | 0.82% | +250+1.9% | Added |
| Coastal Investment Advisors, Inc. | 13,511 | $2.90M | 0.97% | +5,895+77.4% | Added |
| Castle Rock Wealth Management, LLC | 12,990 | $2.87M | 0.63% | +47+0.4% | Added |
| NTV Asset Management LLC | 13,342 | $2.86M | 0.31% | −58−0.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 13,304 | $2.85M | 0.00% | +342+2.6% | Added |
| Alps Advisors Inc | 13,195 | $2.83M | 0.02% | −754−5.4% | Reduced |
| Park Avenue Securities LLC | 13,120 | $2.81M | 0.02% | −304−2.3% | Reduced |
| CIBC Asset Management Inc | 13,055 | $2.80M | 0.01% | +94+0.7% | Added |
| Oppenheimer & Co Inc | 12,828 | $2.75M | 0.03% | +2,445+23.5% | Added |
| Vident Advisory, LLC | 12,726 | $2.73M | 0.03% | −5,057−28.4% | Reduced |
| Independent Advisor Alliance | 12,519 | $2.69M | 0.07% | −14,025−52.8% | Reduced |
| FORA Capital, LLC | 12,382 | $2.66M | 0.47% | −18,643−60.1% | Reduced |
| Rafferty Asset Management, LLC | 12,313 | $2.64M | 0.01% | −3,853−23.8% | Reduced |
| Profund Advisors LLC | 12,117 | $2.60M | 0.08% | −105−0.9% | Reduced |
| Insight Holdings Group, LLC | 12,000 | $2.58M | 0.16% | +12,000 | New |
| Amitell Capital Pte Ltd | 11,894 | $2.55M | 1.89% | +11,894 | New |
| Allstate Corp | 11,644 | $2.50M | 0.06% | +11,644 | New |
| West Michigan Advisors, LLC | 11,599 | $2.49M | 0.60% | +9,161+375.8% | Added |
| 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 |
| Malaga Cove Capital, LLC | 11,484 | $2.46M | 0.89% | −170−1.5% | Reduced |
| Geneos Wealth Management Inc. | 11,474 | $2.46M | 0.06% | −662−5.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 11,357 | $2.44M | 0.06% | 00.0% | Unchanged |
| Groupama Asset Managment | – | $2.41M | 0.04% | – | – |
| CIBC Bancorp USA Inc. | 11,135 | $2.39M | 0.01% | +11,135 | New |
| Illinois Municipal Retirement Fund | 11,118 | $2.39M | 0.03% | +4,294+62.9% | Added |
| The PNC Financial Services Group, Inc. | 10,946 | $2.35M | 0.00% | +985+9.9% | Added |
| Keybank National Association | 10,929 | $2.35M | 0.01% | −1,095−9.1% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 11,975 | $2.35M | 0.12% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 10,875 | $2.33M | 0.08% | −10−0.1% | Reduced |
| Keystone Wealth Services, LLC | 10,829 | $2.32M | 0.51% | +700+6.9% | Added |
| MAI Capital Management | 10,770 | $2.31M | 0.01% | +2,818+35.4% | Added |
| Index Fund Advisors, Inc. | 10,733 | $2.30M | 0.11% | +40.0% | Added |
| Omers Administration Corp | 10,715 | $2.30M | 0.02% | 00.0% | Unchanged |
| Intech Investment Management LLC | 10,667 | $2.29M | 0.02% | −6,258−37.0% | Reduced |