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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 $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
Aigen Investment Management, LP3,127$671.0K0.10%+3,127New
Portside Wealth Group, LLC3,112$667.8K0.09%+933+42.8%Added
LRT Capital Management, LLC3,112$667.8K0.44%−3,204−50.7%Reduced
Camden Capital, LLC3,099$665.0K0.05%−372−10.7%Reduced
Kingsview Wealth Management, LLC3,097$664.6K0.01%−816−20.9%Reduced
Jefferies Financial Group Inc.3,082$661.4K0.01%−44,774−93.6%Reduced
OV Management LLC3,062$657.1K0.56%+30+1.0%Added
Dynasty Wealth Management, LLC3,038$651.9K0.01%+3,038New
Walleye Capital LLC3,037$651.7K0.01%−3,702−54.9%Reduced
Sovran Advisors, LLC2,895$644.1K0.06%+289+11.1%Added
Cigna Investments Inc3,001$644.0K0.09%−48−1.6%Reduced
Farmers Trust Co3,000$643.8K0.11%00.0%Unchanged
Evoke Wealth, LLC2,963$635.8K0.01%+456+18.2%Added
Shell Asset Management Co2,925$628.0K0.06%−1,376−32.0%Reduced
Caxton Associates LLP2,923$627.2K0.02%+2,923New
Crossmark Global Holdings, Inc.2,916$625.7K0.01%−746−20.4%Reduced
Archer Investment Corp2,900$622.3K0.14%00.0%Unchanged
International Assets Investment Management, LLC3,359$621.2K0.05%00.0%Unchanged
Ronald Blue Trust, Inc.2,883$618.7K0.01%+81+2.9%Added
Frank, Rimerman Advisors LLC2,821$605.4K0.04%+51+1.8%Added
LVW Advisors, LLC2,807$602.4K0.06%+832+42.1%Added
Qtron Investments LLC2,793$599.4K0.07%00.0%Unchanged
Ring Mountain Capital, LLC2,793$599.0K0.33%−633−18.5%Reduced
Axq Capital, LP2,763$592.9K0.23%+1,038+60.2%Added
Harbour Investments, Inc.2,742$588.4K0.01%+263+10.6%Added
Truvestments Capital LLC2,727$585.2K0.11%+206+8.2%Added
Clarendon Private LLC2,693$577.9K0.52%−10−0.4%Reduced
Moloney Securities Asset Management, LLC2,675$574.0K0.07%+2,675New
Fiduciary Planning LLC2,666$572.1K0.17%+812+43.8%Added
Buckingham Strategic Partners2,414$565.5K0.01%+906+60.1%Added
Huntleigh Advisors, Inc.2,619$562.0K0.10%+7+0.3%Added
Chesapeake Capital Corp2,587$555.1K0.50%+2,587New
Hel Ved Capital Management Ltd2,570$551.5K0.30%+2,570New
Moors & Cabot, Inc.2,556$548.5K0.02%+530+26.2%Added
Gill Capital Partners, LLC2,544$545.9K0.17%00.0%Unchanged
Chicago Partners Investment Group LLC2,423$542.7K0.01%+76+3.2%Added
Premier Path Wealth Partners, LLC2,524$541.5K0.07%+62+2.5%Added
Driehaus Capital Management LLC2,521$541.0K0.00%−2,369−48.4%Reduced
Bokf, NA2,506$537.8K0.01%+6+0.2%Added
Ostrum Asset Management2,494$535.2K0.02%−77−3.0%Reduced
Snowden Capital Advisors LLC2,487$533.7K0.01%+126+5.3%Added
FIL Ltd2,473$530.7K0.00%+1,178+91.0%Added
Wetherby Asset Management Inc2,452$526.2K0.02%+211+9.4%Added
Umb Bank N A2,430$521.5K0.01%−34−1.4%Reduced
Avestar Capital, LLC2,407$516.7K0.04%+374+18.4%Added
Avant Financial Advisors LLC2,400$515.0K0.39%00.0%Unchanged
Kingswood Wealth Advisors, LLC2,355$505.4K0.03%+71+3.1%Added
IFP Advisors, Inc2,353$504.9K0.01%+304+14.8%Added
Cardiff Park Advisors, LLC2,326$499.1K0.04%−180−7.2%Reduced
Personal Cfo Solutions, LLC2,311$495.9K0.09%−317−12.1%Reduced
West Family Investments, Inc.2,304$494.4K0.11%00.0%Unchanged
Souders Financial Advisors2,282$489.7K0.06%+128+5.9%Added
Insigneo Advisory Services, LLC2,274$488.0K0.03%+627+38.1%Added
GTS Securities LLC2,263$485.6K0.02%+2,263New
Boothbay Fund Management, LLC2,234$479.4K0.01%+442+24.7%Added
XTX Topco Ltd2,233$479.2K0.02%+2,233New
Smartleaf Asset Management LLC2,180$476.5K0.03%+908+71.4%Added
Pinnacle Associates Ltd2,219$476.2K0.01%−99−4.3%Reduced
Kovack Advisors, Inc.2,205$473.2K0.04%−35−1.6%Reduced
Livforsakringsbolaget Skandia, Omsesidigt2,196$471.0K0.02%−100−4.4%Reduced
Liberty One Investment Management, LLC2,198$470.2K0.03%+853+63.4%Added
Sivia Capital Partners, LLC2,170$465.7K0.13%+6+0.3%Added
Savant Capital, LLC2,165$464.5K0.00%+102+4.9%Added
Ascent Group, LLC2,149$461.2K0.02%−115−5.1%Reduced
Gsa Capital Partners LLP2,148$461.0K0.04%+2,148New
Teamwork Financial Advisors, LLC2,144$460.1K0.05%+185+9.4%Added
Howard Capital Management Inc.2,142$459.7K0.01%+66+3.2%Added
Full Sail Capital, LLC2,126$456.2K0.03%+20+0.9%Added
Silvercrest Asset Management Group LLC2,115$453.9K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC2,110$452.8K0.04%+256+13.8%Added
Asahi Life Asset Management Co., Ltd.2,099$450.4K0.25%+2,099New
Bridges Investment Management Inc2,095$449.6K0.01%−5−0.2%Reduced
Centaurus Financial, Inc.2,083$447.0K0.02%+787+60.7%Added
Steward Partners Investment Advisory, LLC2,069$444.0K0.00%−129−5.9%Reduced
Lodestone Wealth Management LLC2,060$442.1K0.20%+45+2.2%Added
Sterling Investment Advisors, Ltd.2,018$433.0K0.08%00.0%Unchanged
Pacific Wealth Strategies Group, Inc.2,000$429.2K0.26%00.0%Unchanged
Flagship Harbor Advisors, LLC1,991$427.3K0.02%+95+5.0%Added
Allworth Financial LP1,978$424.4K0.00%−1,016−33.9%Reduced
TownSquare Capital, LLC1,970$422.7K0.06%−595−23.2%Reduced
Quent Capital, LLC1,965$421.7K0.04%+19+1.0%Added
National Asset Management, Inc.1,932$414.6K0.02%−1,034−34.9%Reduced
Alamea Verwaltungs GmbH1,929$413.9K0.28%00.0%Unchanged
Savvy Advisors, Inc.1,920$412.0K0.02%+1,920New
Axxcess Wealth Management, LLC1,897$407.1K0.01%−3,306−63.5%Reduced
Capital Asset Advisory Services LLC1,897$407.1K0.02%−271−12.5%Reduced
Versor Investments LP1,896$406.9K0.07%+1,896New
Ritholtz Wealth Management1,895$406.6K0.01%+710+59.9%Added
FineMark National Bank & Trust1,891$405.8K0.01%00.0%Unchanged
Brookwood Investment Group LLC1,887$405.0K0.05%+1,887New
Jamison Private Wealth Management, Inc.1,851$397.2K0.05%+1,851New
Volterra Technologies LP1,841$395.1K0.26%+1,841New
KPP Advisory Services LLC1,836$394.0K0.06%00.0%Unchanged
Accel Wealth Management1,826$391.8K0.11%+1+0.1%Added
Balboa Wealth Partners1,812$388.8K0.07%+312+20.8%Added
Skopos Labs, Inc.1,977$383.6K0.05%+5+0.3%Added
Panagora Asset Management Inc1,786$383.3K0.00%−220−11.0%Reduced
SummitTX Capital, L.P.1,774$380.7K0.02%+1,774New
Bryn Mawr Trust Co1,771$380.0K0.01%−2,912−62.2%Reduced
PFG Advisors1,759$377.5K0.02%+1,759New