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Livermore
ZHEN

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
Strategic Blueprint, LLC1,751$375.7K0.02%−246−12.3%Reduced
Spirepoint Private Client, LLC1,747$374.9K0.04%+1,747New
Conestoga Capital Advisors, LLC1,745$374.5K0.01%+15+0.9%Added
Alta Advisers Ltd1,735$372.3K0.11%00.0%Unchanged
We Are One Seven, LLC1,718$368.7K0.01%−215−11.1%Reduced
Dynamic Advisor Solutions LLC1,699$364.6K0.01%+171+11.2%Added
Aprio Wealth Management, LLC1,661$356.4K0.04%+41+2.5%Added
Abacus Planning Group, Inc.1,657$355.6K0.05%00.0%Unchanged
Global Retirement Partners, LLC1,657$355.6K0.01%+634+62.0%Added
Nomura Holdings Inc1,654$354.9K0.00%+1,654New
Krilogy Financial LLC1,552$354.6K0.01%+1,552New
Hummer Financial Advisory Services Inc1,650$354.1K0.26%00.0%Unchanged
Moseley Investment Management Inc1,631$350.0K0.11%+125+8.3%Added
Alliance Wealth Advisors, LLC1,627$349.1K0.08%−134−7.6%Reduced
Sigma Planning Corp1,626$348.9K0.01%−174−9.7%Reduced
TD Waterhouse Canada Inc.1,598$347.0K0.00%+5+0.3%Added
Clark Capital Management Group, Inc.1,613$346.2K0.00%+1,613New
Pinnacle Wealth Management Advisory Group, LLC1,597$342.7K0.03%−74−4.4%Reduced
180 Wealth Advisors, LLC1,597$342.7K0.04%−10−0.6%Reduced
Peak Asset Management, LLC1,560$334.8K0.06%−360−18.8%Reduced
Aaron Wealth Advisors1,555$333.7K0.02%−827−34.7%Reduced
Paces Ferry Wealth Advisors, LLC1,537$329.8K0.14%+509+49.5%Added
Argent Trust Co1,535$329.4K0.01%00.0%Unchanged
Sanders Morris Harris LLC1,530$328.3K0.04%+30+2.0%Added
1776 Wealth LLC1,527$327.7K0.13%00.0%Unchanged
Herold Advisors, Inc.1,520$326.2K0.08%00.0%Unchanged
Benjamin Edwards Inc1,518$325.7K0.00%+150+11.0%Added
Campbell & CO Investment Adviser LLC1,517$325.5K0.02%+1,517New
Gladstone Institutional Advisory LLC1,513$324.7K0.01%+1,513New
Greenleaf Trust1,504$322.7K0.00%+82+5.8%Added
Marex Group plc1,485$318.7K0.00%+1,485New
Atlantic Union Bankshares Corp1,484$318.5K0.01%+584+64.9%Added
Warren Averett Asset Management, LLC1,476$316.8K0.00%+171+13.1%Added
Brooktree Capital Management1,460$313.3K0.20%+1,460New
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna1,458$312.9K0.13%−746−33.8%Reduced
Waterloo Capital, L.P.1,451$311.4K0.02%+162+12.6%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,443$309.7K0.01%+1,443New
Core Wealth Partners LLC1,440$309.0K0.14%00.0%Unchanged
Westpac Banking Corp1,425$305.8K0.02%00.0%Unchanged
Fukoku Mutual Life Insurance Co1,396$299.6K0.02%−324−18.8%Reduced
Fortis Capital Management LLC1,393$298.9K0.04%−5−0.4%Reduced
AlphaCore Capital LLC1,389$298.1K0.01%+703+102.5%Added
Stonekeep Investments, LLC1,387$297.5K0.19%−16−1.1%Reduced
Revisor Wealth Management LLC1,337$295.5K0.10%00.0%Unchanged
Ameliora Wealth Management Ltd.1,369$293.8K0.10%+80+6.2%Added
PDS Planning, Inc1,368$293.6K0.02%−155−10.2%Reduced
Quadrant Private Wealth Management, LLC1,365$292.9K0.05%+139+11.3%Added
Advisors Asset Management, Inc.1,364$292.7K0.00%−79−5.5%Reduced
L2 Asset Management, LLC1,364$292.7K0.04%+33+2.5%Added
Clear Street Markets LLC1,350$289.7K0.10%+1,350New
Quotient Wealth Partners, LLC1,338$287.2K0.01%+18+1.4%Added
Stock Yards Bank & Trust Co1,338$287.1K0.01%−795−37.3%Reduced
Harbour Capital Advisors, LLC1,320$287.0K0.06%+1,320New
Covenant Partners, LLC1,335$286.5K0.08%+65+5.1%Added
Moran Wealth Management, LLC1,333$286.0K0.01%+1,333New
Principal Street Partners, LLC1,329$285.2K0.05%−1,301−49.5%Reduced
GAMMA Investing LLC1,329$285.2K0.02%+127+10.6%Added
NorthRock Partners, LLC1,328$285.0K0.01%+1,328New
Real Talk Capital, LLC1,320$283.3K0.30%+94+7.7%Added
Simplify Asset Management Inc.1,315$282.2K0.01%+1,315New
Clearstead Advisors, LLC1,314$282.0K0.00%+32+2.5%Added
Advisor OS, LLC1,308$280.7K0.02%+3+0.2%Added
Mayflower Financial Advisors, LLC1,307$280.5K0.04%+18+1.4%Added
GAM Holding AG1,303$279.6K0.02%+1,303New
Legacy Advisory Services, LLC1,290$276.8K0.21%00.0%Unchanged
Moore Capital Management, LP1,289$276.6K0.01%−3,747−74.4%Reduced
New Republic Capital, LLC1,275$273.6K0.08%+20+1.6%Added
AE Wealth Management LLC1,273$273.2K0.00%+138+12.2%Added
Flputnam Investment Management Co1,265$271.5K0.00%−100−7.3%Reduced
Birch Hill Investment Advisors LLC1,260$270.5K0.01%00.0%Unchanged
Masso Torrence Wealth Management Inc.1,256$269.5K0.11%+75+6.4%Added
Kazazian Asset Management, LLC1,250$268.2K0.32%00.0%Unchanged
IMA Wealth, Inc.1,235$265.0K0.03%+236+23.6%Added
Optas, LLC1,235$265.0K0.04%+128+11.6%Added
TD Private Client Wealth LLC1,234$264.8K0.01%+190+18.2%Added
Private Trust Co NA1,219$261.6K0.02%+1,165+2,157.4%Added
Oarsman Capital, Inc.1,218$261.4K0.04%+1,218New
Prospect Financial Services LLC1,205$258.6K0.15%+71+6.3%Added
Objective Capital Management, LLC1,200$257.5K0.27%00.0%Unchanged
FSM Wealth Advisors, LLC1,196$256.8K0.04%+109+10.0%Added
Sunbelt Securities, Inc.1,190$255.4K0.02%−306−20.5%Reduced
Focused Wealth Management, Inc1,188$254.9K0.03%−325−21.5%Reduced
Wesbanco Bank Inc1,185$254.3K0.01%+1,185New
Total Clarity Wealth Management, Inc.1,185$254.3K0.07%−35−2.9%Reduced
Coastal Bridge Advisors, LLC1,185$254.3K0.02%+1,185New
Resonant Capital Advisors, LLC1,175$252.1K0.01%+7+0.6%Added
CBOE Vest Financial, LLC1,165$250.0K0.00%+1,165New
U.S. Capital Wealth Advisors, LLC1,163$249.6K0.01%+108+10.2%Added
Readystate Asset Management LP1,163$249.6K0.01%+1,163New
Financiere des Professionnels - Fonds d,investissement inc.1,156$248.1K0.01%00.0%Unchanged
Adviser Investments LLC1,150$246.8K0.00%+1,150New
QTR Family Wealth, LLC1,140$244.6K0.12%+33+3.0%Added
CoreCap Advisors, LLC1,140$244.6K0.01%+476+71.7%Added
MCF Advisors LLC1,139$244.4K0.01%00.0%Unchanged
Cornerstone Wealth Management, LLC1,135$243.6K0.01%+1,135New
Johnson Investment Counsel Inc1,127$241.8K0.00%−17−1.5%Reduced
McAdam, LLC1,106$237.3K0.01%+1,106New
Consolidated Capital Management, LLC1,100$236.0K0.08%00.0%Unchanged
Ameritas Advisory Services, LLC1,100$236.0K0.02%+900+450.0%Added
TABR Capital Management, LLC1,075$235.0K0.16%−33−3.0%Reduced