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 $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.

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: $59.1B
Q1 2021: $13.7BQ2 2021: $22.6BQ3 2021: $24.6BQ4 2021: $29.8BQ1 2022: $28.0BQ2 2022: $10.3BQ3 2022: $12.9BQ4 2022: $10.9BQ1 2023: $15.1BQ2 2023: $16.0BQ3 2023: $15.8BQ4 2023: $20.7BQ1 2024: $24.2BQ2 2024: $21.1BQ3 2024: $20.7BQ4 2024: $28.4BQ1 2025: $29.8BQ2 2025: $54.3BQ3 2025: $59.1BQ4 2025: $54.8BQ1 2026: $57.1BQ2 2026: $69.8B
Institutions holding NET and their total value by quarter
QuarterHoldersValue
Q2 20261,228$69.8B
Q1 20261,139$57.1B
Q4 20251,091$54.8B
Q3 20251,039$59.1B
Q2 2025947$54.3B
Q1 2025872$29.8B
Q4 2024772$28.4B
Q3 2024680$20.7B
Q2 2024652$21.1B
Q1 2024709$24.2B
Q4 2023678$20.7B
Q3 2023573$15.8B
Q2 2023560$16.0B
Q1 2023572$15.1B
Q4 2022550$10.9B
Q3 2022563$12.9B
Q2 2022550$10.3B
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
Moneta Group Investment Advisors LLC5,707$1.22M0.01%+283+5.2%Added
Metis Global Partners, LLC5,629$1.21M0.03%−510−8.3%Reduced
Paradigm Asset Management Co LLC5,600$1.20M0.28%00.0%Unchanged
DC Investments Management, LLC5,532$1.19M0.49%00.0%Unchanged
Knights of Columbus Asset Advisors LLC5,487$1.18M0.07%−83−1.5%Reduced
Pier 88 Investment Partners LLC5,450$1.17M0.22%−2,730−33.4%Reduced
Cresset Asset Management, LLC5,422$1.16M0.01%−640−10.6%Reduced
Miracle Mile Advisors, LLC5,417$1.16M0.02%−230−4.1%Reduced
Freestone Capital Holdings, LLC5,387$1.16M0.04%−66−1.2%Reduced
Ellevest, Inc.5,380$1.15M0.16%+2,272+73.1%Added
Plato Investment Management Ltd5,402$1.15M0.08%+341+6.7%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA5,345$1.15M0.27%−14,305−72.8%Reduced
Generali Investments, Management Co LLC5,263$1.13M0.24%+3,870+277.8%Added
Van Hulzen Asset Management, LLC5,255$1.13M0.08%−150−2.8%Reduced
Wedmont Private Capital5,182$1.13M0.04%+149+3.0%Added
Parallel Advisors, LLC5,230$1.12M0.02%−140−2.6%Reduced
PEAK6 LLC5,227$1.12M0.03%+5,227New
UniSuper Management Pty Ltd5,200$1.12M0.01%00.0%Unchanged
Scientech Research LLC5,101$1.09M0.38%+5,101New
Portman Square Capital LLP5,090$1.09M0.14%−4,005−44.0%Reduced
Coldstream Capital Management Inc5,077$1.09M0.01%+776+18.0%Added
Left Brain Wealth Management, LLC4,953$1.06M0.33%+188+3.9%Added
Prospera Financial Services Inc4,938$1.06M0.02%+1,467+42.3%Added
Hilltop Holdings Inc.4,920$1.06M0.06%−768−13.5%Reduced
SRS Capital Advisors, Inc.4,868$1.04M0.02%+4,298+754.0%Added
Atomi Financial Group, Inc.4,781$1.03M0.03%+596+14.2%Added
Pinkerton Retirement Specialists, LLC4,772$1.02M0.11%+145+3.1%Added
Prime Capital Investment Advisors, LLC4,758$1.02M0.01%−633−11.7%Reduced
Graham Capital Management, L.P.4,719$1.01M0.04%+2,309+95.8%Added
J.W. Cole Advisors, Inc.4,708$1.01M0.02%−532−10.2%Reduced
Gibbs Wealth Management4,689$1.01M0.23%+4,689New
APG Asset Management US Inc.4,591$996.5K0.01%00.0%Unchanged
Gerber Kawasaki Wealth & Investment Management4,642$996.1K0.03%+71+1.6%Added
Resources Investment Advisors, LLC.4,618$991.0K0.01%−389−7.8%Reduced
Abn Amro Investment Solutions4,578$982.4K0.02%+21+0.5%Added
Sciencast Management LP4,560$978.5K0.18%+4,560New
Dorsey & Whitney Trust CO LLC4,541$974.5K0.05%+46+1.0%Added
Cynosure Management, LLC4,494$964.4K0.10%00.0%Unchanged
Daymark Wealth Partners, LLC4,443$953.4K0.03%−113−2.5%Reduced
Leonteq Securities AG4,431$950.8K0.05%+2,505+130.1%Added
Emerald Advisers, LLC4,383$940.5K0.03%−646−12.8%Reduced
Prelude Capital Management, LLC4,357$935.0K0.07%−1,086−20.0%Reduced
Davis Capital Management4,353$934.1K0.65%+4,353New
Siemens Fonds Invest GmbH4,346$932.6K0.05%+10+0.2%Added
Friedenthal Financial4,294$921.5K0.48%+4,294New
Grant Private Wealth Management Inc4,206$902.6K0.56%+4,206New
Cornerstone Enterprises, LLC4,202$901.7K0.44%+162+4.0%Added
Callan Family Office, LLC4,177$896.3K0.03%−554−11.7%Reduced
United Advisor Group, LLC4,165$893.8K0.12%+4,165New
Raiffeisen Bank International AG4,046$884.4K0.01%+512+14.5%Added
Pallas Capital Advisors LLC4,112$882.4K0.03%+8+0.2%Added
HB Wealth Management, LLC4,094$878.5K0.01%+1,206+41.8%Added
Florida Financial Advisors, LLC4,092$878.1K0.27%+4,092New
Oak Thistle LLC4,065$872.3K0.13%+2,880+243.0%Added
Grimes & Company, Inc.4,060$871.3K0.02%+4,060New
Forum Financial Management, LP4,056$870.4K0.01%+78+2.0%Added
Thoroughbred Financial Services, LLC4,037$866.0K0.05%+25+0.6%Added
Menard Financial Group LLC4,032$865.2K0.58%−12−0.3%Reduced
Capstone Investment Advisors, LLC4,027$864.2K0.01%+4,027New
Yousif Capital Management, LLC4,002$858.8K0.01%−42−1.0%Reduced
Greycroft LP4,000$858.4K0.76%00.0%Unchanged
Main Street Financial Solutions, LLC3,984$854.9K0.05%+55+1.4%Added
Pitcairn Co3,977$853.4K0.07%−1,774−30.8%Reduced
GraniteShares Advisors LLC3,923$841.8K0.49%−387−9.0%Reduced
Merit Financial Group, LLC3,849$826.2K0.01%−260−6.3%Reduced
Dark Forest Capital Management LP3,811$817.8K0.03%+3,811New
Brookstone Capital Management3,807$816.9K0.01%+339+9.8%Added
Cravens & Co Advisors, LLC3,777$810.5K0.55%−612−13.9%Reduced
Concurrent Investment Advisors, LLC3,751$804.8K0.01%+876+30.5%Added
Apollon Wealth Management, LLC3,714$797.0K0.01%+18+0.5%Added
Virtue Capital Management, LLC847$784.0K0.17%−6,529−88.5%Reduced
Cache Advisors, LLC3,650$783.3K0.14%00.0%Unchanged
Powell Investment Advisors, LLC3,583$768.9K0.27%00.0%Unchanged
Palumbo Wealth Management LLC3,562$764.4K0.24%+369+11.6%Added
AXS Investments LLC3,559$763.7K0.24%+3,559New
HighPoint Advisor Group LLC3,481$747.0K0.04%−210−5.7%Reduced
Ossiam3,468$744.2K0.01%+125+3.7%Added
Sagespring Wealth Partners, LLC3,468$744.2K0.01%+494+16.6%Added
Larson Financial Group LLC3,430$736.0K0.03%+1,418+70.5%Added
Dynamic Technology Lab Private Ltd3,420$734.0K0.12%+3,420New
Mount Lucas Management LP3,420$733.9K0.33%−267−7.2%Reduced
Westwood Holdings Group Inc.3,384$726.0K0.01%−3,728−52.4%Reduced
Blueshift Asset Management, LLC3,357$720.4K0.22%+1,021+43.7%Added
Synergy Financial Group, LTD3,356$720.2K0.49%−88−2.6%Reduced
Diversify Advisory Services, LLC2,897$718.7K0.02%−510−15.0%Reduced
Reliant Investment Partners, LLC3,316$718.5K0.56%+50+1.5%Added
Summit Financial, LLC3,348$718.4K0.01%+1,533+84.5%Added
Kestra Private Wealth Services, LLC3,340$716.7K0.01%+527+18.7%Added
Wealthcare Advisory Partners LLC3,337$716.1K0.01%−147−4.2%Reduced
Barings LLC3,325$713.5K0.01%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.3,290$706.0K0.00%+822+33.3%Added
LeConte Wealth Management, LLC3,275$702.8K0.47%+967+41.9%Added
Independence Bank of Kentucky3,260$699.6K0.09%−125−3.7%Reduced
Banque Pictet & Cie SA3,250$697.4K0.01%+3,250New
Circle Wealth Management, LLC3,196$685.8K0.01%+3,196New
Fedenia Advisers LLC3,160$678.1K0.27%00.0%Unchanged
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
Rakuten Securities, Inc.3,153$676.6K0.25%+1,253+65.9%Added
Brighton Jones LLC3,132$672.0K0.02%+357+12.9%Added