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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.

Q4 2025 vs. Q3 2025

How the institutions holding Cloudflare, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of NET: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders1,039181,091+70
Shares276.0M604.7K278.1M+2.74M (+1.0%)
Value$59.1B$129.8M$54.8B−$4.19B (−7.1%)

18 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (184)

Institutions that held Cloudflare, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 184 by value.

Institutions new to NET in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank3,643,501$718.3M0.08%
Nomura Asset Management International Inc.771,636$152.1M0.23%
Defiance ETFs, LLC187,106$37.4M1.22%
Tremblant Capital Group187,125$36.9M0.94%
Pinebridge Investments LLC183,827$36.2M0.27%
Exor Capital LLP175,635$34.6M0.61%
Mizuho Markets Cayman LP160,000$31.5M1.59%
PFA Pension, Forsikringsaktieselskab146,565$29.3M0.08%
Tudor Investment Corp Et Al114,116$22.5M0.12%
D. E. Shaw & Co., Inc.112,833$22.2M0.02%
Schonfeld Strategic Advisors LLC107,509$21.2M0.11%
MUFG Securities EMEA plc73,514$14.5M0.17%
Jump Financial, LLC69,040$13.6M0.17%
Meridiem Capital Partners LP68,634$13.5M0.85%
Twinbeech Capital LP67,825$13.4M0.95%
EFG International AG66,415$13.1M0.25%
IMC-Chicago, LLC63,835$12.6M0.22%
Cookson Peirce & Co Inc56,014$11.0M0.46%
Eurizon Capital SGR S.p.A.54,867$10.8M0.03%
PensionDanmark Pensionsforsikringsaktieselskab52,374$10.3M0.09%
Quantbot Technologies LP51,083$10.1M0.33%
Capelight Capital Asset Management LP45,000$8.87M8.79%
Public Sector Pension Investment Board41,000$8.08M0.03%
Cypress Point Investment Management LP31,079$6.13M1.32%
Spear Advisors LLC29,640$5.84M4.10%
VMS Asset Management Limited29,060$5.73M2.21%
Holocene Advisors, LP28,412$5.60M0.01%
Thrivent Financial for Lutherans28,114$5.54M0.01%
Alberta Investment Management Corp26,900$5.30M0.03%
NLB Skladi, upravljanje premozenja, d.o.o.22,252$4.39M0.20%
Trexquant Investment LP21,879$4.31M0.04%
Intesa Sanpaolo S.p.A.19,626$3.92M0.25%
Occudo Quantitative Strategies LP19,853$3.91M0.26%
Osmosis Investment Management UK Ltd16,181$3.19M0.08%
Entropy Technologies, LP15,988$3.15M0.17%
Edgestream Partners, L.P.14,779$2.91M0.08%
Livet Wealth, LLC14,481$2.85M1.76%
Optiver Holding B.V.12,767$2.52M0.05%
Osbon Capital Management LLC12,456$2.46M2.30%
North Dakota State Investment Board11,379$2.24M0.08%
CIBC World Markets Corp10,856$2.14M0.01%
Lombard Odier Asset Management (Switzerland) SA10,036$1.98M0.08%
Fund Advisors of America Inc9,639$1.90M1.74%
BCJ Capital Management, LLC9,094$1.79M0.10%
Blue Jean Financial LLC8,809$1.74M1.41%
Royal Fund Management, LLC8,006$1.58M0.14%
EP Wealth Advisors, LLC7,855$1.55M0.01%
E. Ohman J:or Asset Management AB7,764$1.53M0.04%
State of Alaska, Department of Revenue7,298$1.44M0.02%
SBI Okasan Asset Management Co.Ltd.6,610$1.33M0.07%
Laird Norton Trust Company, LLC6,051$1.19M0.02%
Maytus Capital Management, LLC6,000$1.18M0.28%
Lighthouse Investment Partners, LLC5,387$1.06M0.04%
Stableford Capital II LLC5,377$1.06M0.38%
TCW Group Inc4,872$960.5K0.01%
Aquatic Capital Management LLC4,799$946.1K0.03%
WD Rutherford LLC4,692$925.0K0.39%
Kepler Cheuvreux (Suisse) SA4,410$869.4K0.05%
Dara Capital US, Inc.3,968$782.3K0.69%
OpenArc Corporate Advisory, LLC3,894$767.7K0.01%
J. Safra Sarasin Holding AG3,731$735.6K0.01%
Hill Island Financial LLC3,677$724.9K0.17%
Odyssean, LLC3,672$723.9K0.52%
Purpose Unlimited Inc.3,655$720.6K0.03%
R Squared Ltd3,379$666.2K0.31%
Avanza Fonder AB3,323$655.1K0.02%
Argos Wealth Advisors, LLC3,208$632.5K0.18%
Clear Street Group Inc.3,187$628.3K0.00%
Focused Alpha, LLC3,144$619.8K0.18%
Pacific Point Advisors, LLC3,000$591.5K0.32%
DRW Securities, LLC2,933$578.2K0.04%
Prosperity Wealth Management, Inc.2,845$560.9K0.19%
Capital CS Group, LLC2,834$558.7K0.89%
Eddie Patel Inc2,643$521.0K0.39%
Rooted Wealth Advisors, Inc.3,080$514.0K0.14%
Legato Capital Management LLC2,438$480.7K0.04%
Havemeyer Place LP2,372$467.6K0.09%
Mosley Wealth Management2,075$456.5K0.21%
BankChampaign, National Association2,256$444.8K0.44%
MidFirst Bank4,062$424.3K0.03%
Kornitzer Capital Management Inc2,150$423.9K0.01%
Shepherd Street Advisors LLC2,082$410.5K0.39%
Keystone Investors Pte Ltd2,064$406.9K0.04%
Capital Performance Advisors LLP2,059$405.9K0.03%
Van Eck Associates Corp2,045$403.0K0.00%
Indivisible Partners1,992$392.7K0.04%
Arista Wealth Management, LLC1,923$379.1K0.05%
Fifth Lane Capital, LP1,900$374.6K0.44%
Baird Financial Group, Inc.1,860$366.7K0.00%
Lotus Technology Management, LP1,815$357.8K0.20%
ZEGA Investments, LLC1,794$353.7K0.07%
Journey Retirement Planning & Investment Management LLC1,683$331.8K0.07%
Cambria Investment Management, L.P.1,680$331.2K0.02%
Lecap Asset Management Ltd1,637$322.7K0.13%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.1,594$314.3K0.01%
Abel Hall, LLC1,582$311.9K0.07%
Net Worth Advisory Group1,572$310.0K0.06%
Timothy G. Youngquist 2020 Irrevocable Trust1,537$303.0K0.26%
VGI Partners Ltd1,500$295.7K0.02%
Gateway Wealth Partners, LLC1,493$294.3K0.03%

Sold out (114)

Institutions that held Cloudflare, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Showing the largest 100 of 114 by value.

Institutions that sold out of NET in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Alfreton Capital LLP180,000$38.6M
Generate Investment Management Ltd63,777$13.7M
Agf Management Ltd46,986$10.1M
Virtu Financial LLC38,362$8.23M
Tredje AP-fonden30,920$6.64M
Science & Technology Partners, L.P.24,312$5.22M
Rokos Capital Management LLP23,523$5.05M
Lee Johnson Capital Management, LLC22,537$4.84M
Vinva Investment Management Ltd21,157$4.62M
Black Swift Group, LLC17,750$3.81M
Blue Barn Wealth, LLC14,650$3.14M
Winton Group Ltd13,972$3.00M
Insight Holdings Group, LLC12,000$2.58M
Groupama Asset Managment–$2.41M
Susquehanna Fundamental Investments, LLC10,086$2.16M
Qsemble Capital Management, LP8,659$1.86M
Altrafin AG7,700$1.65M
Caisse des Depots Et Consignations7,624$1.64M
Castle Hook Partners LP7,052$1.51M
Artemis Wealth Advisors, LLC7,000$1.50M
Retireful, LLC6,277$1.35M
Polar Asset Management Partners Inc.6,057$1.30M
Connor, Clark & Lunn Investment Management Ltd.6,048$1.30M
Sphera Management Technology Funds Ltd6,000$1.29M
Triglav Skladi, D.O.O.6,000$1.29M
Baader Bank INC5,942$1.25M
Scientech Research LLC5,101$1.09M
Pinkerton Retirement Specialists, LLC4,772$1.02M
APG Asset Management US Inc.4,591$996.5K
Oak Thistle LLC4,065$872.3K
Pitcairn Co3,977$853.4K
Dynamic Technology Lab Private Ltd3,420$734.0K
Barings LLC3,325$713.5K
Banque Pictet & Cie SA3,250$697.4K
Brighton Jones LLC3,132$672.0K
Caxton Associates LLP2,923$627.2K
Archer Investment Corp2,900$622.3K
Hel Ved Capital Management Ltd2,570$551.5K
Asahi Life Asset Management Co., Ltd.2,099$450.4K
TownSquare Capital, LLC1,970$422.7K
Versor Investments LP1,896$406.9K
Brookwood Investment Group LLC1,887$405.0K
Volterra Technologies LP1,841$395.1K
Accel Wealth Management1,826$391.8K
SummitTX Capital, L.P.1,774$380.7K
Alliance Wealth Advisors, LLC1,627$349.1K
Sanders Morris Harris LLC1,530$328.3K
Clear Street Markets LLC1,350$289.7K
Moran Wealth Management, LLC1,333$286.0K
Principal Street Partners, LLC1,329$285.2K
NorthRock Partners, LLC1,328$285.0K
Real Talk Capital, LLC1,320$283.3K
New Republic Capital, LLC1,275$273.6K
AE Wealth Management LLC1,273$273.2K
Objective Capital Management, LLC1,200$257.5K
FSM Wealth Advisors, LLC1,196$256.8K
Coastal Bridge Advisors, LLC1,185$254.3K
Readystate Asset Management LP1,163$249.6K
Adviser Investments LLC1,150$246.8K
QTR Family Wealth, LLC1,140$244.6K
TABR Capital Management, LLC1,075$235.0K
Drucker Wealth 3.0, LLC1,065$228.5K
Caerus Investment Advisors, LLC1,053$226.0K
SeaCrest Wealth Management, LLC995$218.9K
Diversified Trust Co1,015$217.8K
BG Investment Services, Inc.1,014$217.6K
Tradewinds, LLC.1,008$216.3K
Fulton Breakefield Broenniman LLC1,005$215.7K
Chilton Investment Co LLC1,005$215.7K
Pacific Sun Financial Corp1,000$214.6K
Greatmark Investment Partners, Inc.1,000$214.6K
Bell & Brown Wealth Advisors, LLC1,000$214.6K
Birchcreek Wealth Management, LLC1,000$214.6K
Gordian Capital Singapore Pte Ltd1,000$214.6K
Corient IA LLC1,000$214.6K
Jacobi Capital Management LLC996$213.7K
Naviter Wealth, LLC994$213.3K
Burr Financial Services, LLC980$210.3K
Fi3 FINANCIAL ADVISORS, LLC972$208.6K
CWS Financial Advisors, LLC966$207.3K
Fisher Asset Management, LLC964$207.0K
KRS Capital Management, LLC962$206.4K
Synergy Financial Management, LLC960$206.0K
Calton & Associates, Inc.949$203.6K
Sherman Porfolios, LLC946$203.0K
JT Stratford LLC940$201.7K
Integrity Alliance, LLC.939$201.5K
Paradigm Financial Partners, LLC935$200.6K
Vinland Capital Management Gestora de Recursos LTDA.820$176.0K
Financial Life Planners670$143.8K
Adalta Capital Management LLC615$132.0K
Cary Street Partners Financial LLC603$129.4K
Cary Street Partner Investment Advisory LLC330$70.8K
Mather Group, LLC.219$46.9K
JPL Wealth Management, LLC209$44.9K
Cloud Capital Management, LLC147$31.0K
Wexford Capital LP140$30.0K
Edmond de Rothschild Holding S.A.132$28.3K
GPS Wealth Strategies Group, LLC129$27.7K
Provenance Wealth Advisors, LLC100$21.5K

Not filed for Q4 2025 yet (18)

Institutions that held Cloudflare, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NET in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
AXA Investment Managers S.A.296,401$63.6M
Pinebridge Investments, L.P.226,099$48.5M
EFG Asset Management (North America) Corp.21,211$4.55M
EFG Asset Management (Americas) Corp.17,552$3.77M
Creekmur Asset Management LLC15,829$3.40M
CIBC Bancorp USA Inc.11,135$2.39M
Shell Asset Management Co2,925$628.0K
Moloney Securities Asset Management, LLC2,675$574.0K
Wetherby Asset Management Inc2,452$526.2K
Full Sail Capital, LLC2,126$456.2K
Masso Torrence Wealth Management Inc.1,256$269.5K
LexAurum Advisors, LLC1,052$225.7K
Glenmede Investment Management, LP1,013$217.4K
Chiron Capital Management, LLC1,000$214.6K
IFS Group,LLC980$212.7K
Abich Financial Wealth Management LLC758$162.7K
Hemington Wealth Management229$49.0K
Guerra Advisors Inc46$9.87K