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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
Bedell Frazier Investment Counseling, LLC1,084$232.6K0.05%+1,084New
Paragon Advisors, LLC1,074$230.5K0.06%−268−20.0%Reduced
Capital Advisors Inc1,074$230.5K0.00%+1,074New
Willis Johnson & Associates, Inc.1,070$229.7K0.01%+9+0.8%Added
Drucker Wealth 3.0, LLC1,065$228.5K0.04%+1,065New
Teza Capital Management LLC1,056$226.6K1.22%+16+1.5%Added
Kestra Investment Management, LLC1,053$226.0K0.01%+799+314.6%Added
Caerus Investment Advisors, LLC1,053$226.0K0.09%+1,053New
LexAurum Advisors, LLC1,052$225.7K0.03%+1,052New
Wedbush Securities Inc1,043$224.0K0.01%+1,043New
Shearwater Capital LLC1,040$223.2K0.13%00.0%Unchanged
Adams Wealth Management1,044$222.2K0.05%00.0%Unchanged
CacheTech Inc.1,044$222.2K0.04%00.0%Unchanged
Fidelis Capital Partners, LLC1,035$222.1K0.02%+87+9.2%Added
Silver Oak Securities, Inc1,033$221.7K0.02%+1,033New
Voloridge Investment Management, LLC1,033$221.7K0.00%+1,033New
SeaCrest Wealth Management, LLC995$218.9K0.02%−118−10.6%Reduced
Americana Partners, LLC1,015$217.8K0.01%+1,015New
Diversified Trust Co1,015$217.8K0.00%+1,015New
BG Investment Services, Inc.1,014$217.6K0.21%+1,014New
Glenmede Investment Management, LP1,013$217.4K0.00%+1,013New
Altshuler Shaham Ltd1,012$217.2K0.00%+1,012New
Two Sigma Securities, LLC1,011$216.9K0.03%+1,011New
Tradewinds, LLC.1,008$216.3K0.05%+1,008New
Drive Wealth Management, LLC1,007$216.1K0.05%+1,007New
Fulton Breakefield Broenniman LLC1,005$215.7K0.01%+1,005New
Chilton Investment Co LLC1,005$215.7K0.00%+1,005New
Apriem Advisors1,005$215.7K0.02%+1,005New
Gordian Capital Singapore Pte Ltd1,000$214.6K0.29%+600+150.0%Added
Pacific Sun Financial Corp1,000$214.6K0.10%+1,000New
Greatmark Investment Partners, Inc.1,000$214.6K0.03%+1,000New
Bell & Brown Wealth Advisors, LLC1,000$214.6K0.07%+1,000New
Chiron Capital Management, LLC1,000$214.6K0.18%+1,000New
Birchcreek Wealth Management, LLC1,000$214.6K0.11%+1,000New
Corient IA LLC1,000$214.6K0.16%+1,000New
Jacobi Capital Management LLC996$213.7K0.01%+996New
Naviter Wealth, LLC994$213.3K0.02%−107−9.7%Reduced
IFS Group,LLC980$212.7K0.19%+980New
Burr Financial Services, LLC980$210.3K0.16%+980New
Fi3 FINANCIAL ADVISORS, LLC972$208.6K0.07%+972New
CWS Financial Advisors, LLC966$207.3K0.06%+966New
Fisher Asset Management, LLC964$207.0K0.00%+964New
KRS Capital Management, LLC962$206.4K0.12%+962New
Synergy Financial Management, LLC960$206.0K0.01%+960New
Calton & Associates, Inc.949$203.6K0.03%−198−17.3%Reduced
Sherman Porfolios, LLC946$203.0K0.07%+946New
PFG Investments, LLC941$201.9K0.01%−108−10.3%Reduced
Impact Partnership Wealth, LLC941$201.9K0.03%+941New
Tripletail Wealth Management, LLC920$201.7K0.24%−142−13.4%Reduced
JT Stratford LLC940$201.7K0.03%−448−32.3%Reduced
Integrity Alliance, LLC.939$201.5K0.01%+939New
Focus Financial Network, Inc.938$201.3K0.01%+938New
Paradigm Financial Partners, LLC935$200.6K0.02%−368−28.2%Reduced
Pacer Advisors, Inc.870$186.7K0.00%+114+15.1%Added
Horizon Investments, LLC847$181.8K0.00%+845+42,250.0%Added
Vinland Capital Management Gestora de Recursos LTDA.820$176.0K2.27%+820New
Wealthspire Advisors, LLC814$174.7K0.00%+814New
Sava Infond d.o.o.800$171.7K0.02%−300−27.3%Reduced
Financial Perspectives, Inc778$167.0K0.05%00.0%Unchanged
Abich Financial Wealth Management LLC758$162.7K0.06%+758New
Creative Financial Designs Inc751$161.2K0.01%00.0%Unchanged
Parkside Financial Bank & Trust748$160.5K0.01%+198+36.0%Added
Tower Research Capital LLC (TRC)721$154.7K0.00%+575+393.8%Added
Quadrant Capital Group LLC698$149.8K0.00%+698New
Financial Life Planners670$143.8K0.10%+670New
Adalta Capital Management LLC615$132.0K0.06%00.0%Unchanged
ORG Partners LLC615$132.0K0.02%+117+23.5%Added
Versant Capital Management, Inc610$130.9K0.02%+9+1.5%Added
Murphy & Mullick Capital Management Corp608$130.5K0.10%00.0%Unchanged
Cary Street Partners Financial LLC603$129.4K0.00%+603New
Manchester Capital Management LLC599$128.5K0.02%−414−40.9%Reduced
Essential Partners LLC578$124.0K0.04%+244+73.1%Added
Grove Bank & Trust553$118.7K0.01%00.0%Unchanged
Financially Speaking Inc550$118.0K0.08%−150−21.4%Reduced
Fifth Third Bancorp547$117.4K0.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC518$111.2K0.12%+507+4,609.1%Added
Pingora Partners LLC500$107.3K0.07%00.0%Unchanged
Fourth Dimension Wealth, LLC486$104.3K0.04%−1,054−68.4%Reduced
Richard W. Paul & Associates, LLC456$97.9K0.03%00.0%Unchanged
LRI Investments, LLC445$95.4K0.01%+125+39.1%Added
Montag A & Associates Inc442$94.8K0.00%−46−9.4%Reduced
Covestor Ltd439$94.0K0.05%−152−25.7%Reduced
Crewe Advisors LLC438$94.0K0.01%+435+14,500.0%Added
CVA Family Office, LLC422$90.6K0.01%00.0%Unchanged
New Millennium Group LLC403$86.5K0.04%+75+22.9%Added
Hollencrest Capital Management381$81.8K0.00%−57−13.0%Reduced
Park Place Capital Corp358$76.8K0.02%−72−16.7%Reduced
Game Plan Financial Advisors, LLC350$75.1K0.03%00.0%Unchanged
Noble Wealth Management PBC330$70.8K0.04%+330New
Cary Street Partner Investment Advisory LLC330$70.8K0.03%+330New
TFC Financial Management327$70.2K0.01%−134−29.1%Reduced
Activest Wealth Management322$69.1K0.01%+322New
Root Financial Partners, LLC321$68.9K0.00%+321New
Massmutual Trust Co FSB311$66.7K0.00%+38+13.9%Added
Stonehage Fleming Financial Services Holdings Ltd301$64.6K0.00%00.0%Unchanged
First Horizon Corp290$62.2K0.00%+290New
Vestor Capital, LLC290$62.0K0.00%−107,054−99.7%Reduced
Hilltop National Bank280$60.1K0.01%+97+53.0%Added
REAP Financial Group, LLC275$59.0K0.01%+75+37.5%Added
Bogart Wealth, LLC270$57.9K0.00%+59+28.0%Added