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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 $75.0B in total; superinvestors ARK Invest and Soros Fund Management hold it.

13F holders, Q4 2025

Institutional positions in Cloudflare, Inc. as of Dec 31, 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
1,091
+70 vs. Q3 2025
Shares held
279.8M
−6.30M (−2.2%) vs. Q3 2025
Total value
$54.9B
−$6.43B (−10.5%) vs. Q3 2025
New holders
184
433 more added
Sold out
114
343 more reduced

18 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 1,091 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 heldQ4 2025: $54.9B
Q1 2021: $13.7BQ2 2021: $22.6BQ3 2021: $24.6BQ4 2021: $29.8BQ1 2022: $28.0BQ2 2022: $10.4BQ3 2022: $12.9BQ4 2022: $11.0BQ1 2023: $16.2BQ2 2023: $16.0BQ3 2023: $15.8BQ4 2023: $23.3BQ1 2024: $29.6BQ2 2024: $21.2BQ3 2024: $20.8BQ4 2024: $28.4BQ1 2025: $30.1BQ2 2025: $54.6BQ3 2025: $61.4BQ4 2025: $54.9BQ1 2026: $57.1BQ2 2026: $75.0B
Institutions holding NET and their total value by quarter
QuarterHoldersValue
Q2 20261,228$75.0B
Q1 20261,139$57.1B
Q4 20251,091$54.9B
Q3 20251,039$61.4B
Q2 2025947$54.6B
Q1 2025872$30.1B
Q4 2024772$28.4B
Q3 2024680$20.8B
Q2 2024652$21.2B
Q1 2024709$29.6B
Q4 2023678$23.3B
Q3 2023573$15.8B
Q2 2023560$16.0B
Q1 2023572$16.2B
Q4 2022550$11.0B
Q3 2022563$12.9B
Q2 2022550$10.4B
Q1 2022641$28.0B
Q4 2021681$29.8B
Q3 2021620$24.6B
Q2 2021537$22.6B
Q1 2021507$13.7B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q3 2025.

Institutions holding NET in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
ROSS\JOHNSON & Associates LLC1$1970.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.1$1970.00%+1New
Abound Wealth Management2$3280.00%+2New
Ameriflex Group, Inc.2$3940.00%−146−98.6%Reduced
Eastern Bank2$3940.00%+2New
Whipplewood Advisors, LLC2$3940.00%+2New
Seneschal Advisors, LLC2$3950.00%00.0%Unchanged
Legacy Wealth Managment, LLC2$3950.00%+2New
Godfrey Financial Associates, Inc.3$5910.00%+3New
McGuire Capital Advisors Inc3$5910.00%+3New
Johnson Financial Group, Inc.3$5920.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC3$5920.00%00.0%Unchanged
DecisionPoint Financial, LLC4$7890.00%00.0%Unchanged
Delta Asset Management LLC4$7890.00%00.0%Unchanged
High Note Wealth, LLC4$7890.00%+2+100.0%Added
Torren Management, LLC4$7890.00%+4New
JNBA Financial Advisors5$9860.00%+5New
Atlantic Private Wealth, LLC5$9860.00%+5New
Ritter Daniher Financial Advisory LLC5$9860.00%+5New
Copia Wealth Management5$9860.00%+5New
1015 Capital Partners, LLC5$9860.00%+5New
PEAK6 LLC6$1.03K0.00%−10,448−99.9%Reduced
Stephens Consulting, LLC6$1.18K0.00%00.0%Unchanged
PayPay Securities Corp6$1.18K0.03%+1+20.0%Added
Align Financial, LLC1,183$1.18K0.00%+1,183New
Cedar Mountain Advisors, LLC7$1.38K0.00%00.0%Unchanged
Trust Co7$1.38K0.00%+7New
Godsey & Gibb Associates7$1.38K0.00%−7−50.0%Reduced
Lloyd Advisory Services, LLC.8$1.58K0.00%+8New
Retirement Wealth Solutions LLC8$1.58K0.00%−19−70.4%Reduced
Bare Financial Services, Inc9$1.77K0.00%−12−57.1%Reduced
Horrell Capital Management, Inc.9$1.77K0.00%00.0%Unchanged
American Capital Advisory, LLC9$1.77K0.00%+1+12.5%Added
Berkshire Capital Holdings Inc10$1.97K0.00%−72,980−100.0%Reduced
Valley National Advisers Inc14$2.00K0.00%+9+180.0%Added
Maseco LLP11$2.17K0.00%00.0%Unchanged
Rialto Wealth Management, LLC12$2.37K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.13$2.56K0.00%00.0%Unchanged
Battery Global Advisors, LLC46$2.69K0.00%+46New
IMG Wealth Management, Inc.15$2.96K0.00%00.0%Unchanged
Millstone Evans Group, LLC15$2.96K0.00%00.0%Unchanged
Colonial Trust Co15$2.97K0.00%00.0%Unchanged
Motiv8 Investments LLC16$3.00K0.00%+16New
Strategic Wealth Advisors LLC18$3.00K0.00%+18New
S&T Bank16$3.15K0.00%−7−30.4%Reduced
HHM Wealth Advisors, LLC16$3.15K0.00%00.0%Unchanged
Insight Financial Services17$3.35K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC17$3.35K0.00%+5+41.7%Added
Winnow Wealth LLC18$3.56K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC19$3.75K0.00%+1+5.6%Added
Optima Capital LLC19$3.75K0.00%+19New
Oakworth Capital, Inc.20$3.94K0.00%+20New
Triumph Capital Management20$3.94K0.00%+20New
Key Capital Management, INC20$3.94K0.00%+20New
Prestige Wealth Management Group LLC21$4.14K0.00%00.0%Unchanged
West Branch Capital LLC24$4.73K0.00%00.0%Unchanged
Fairscale Capital, LLC24$4.73K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC25$4.93K0.00%00.0%Unchanged
BankPlus Trust Department25$4.93K0.00%00.0%Unchanged
Hurley Capital, LLC25$4.93K0.00%+25New
Wealth Enhancement Trust Services, Inc.25$4.93K0.00%+25New
Accent Capital Management, LLC26$5.13K0.00%00.0%Unchanged
Princeton Global Asset Management LLC26$5.13K0.00%+26New
Bank of Jackson Hole Trust27$5.32K0.00%+27New
Wilkerson Advisory Group LLC28$5.52K0.00%+28New
Basepoint Wealth LLC28$5.52K0.00%+28New
Tidemark, LLC30$5.92K0.00%00.0%Unchanged
Kilter Group LLC32$6.31K0.00%−4−11.1%Reduced
North Star Investment Management Corp.33$6.51K0.00%+33New
Signature Resources Capital Management, LLC35$6.90K0.00%00.0%Unchanged
Motco36$7.10K0.00%00.0%Unchanged
Fideuram Asset Management (Ireland) dac57$7.44K0.00%+57New
Hughes Financial Services, LLC39$7.69K0.00%−2−4.9%Reduced
Trust Co of Vermont39$7.69K0.00%00.0%Unchanged
Cornerstone Financial Management LLC39$7.69K0.01%+39New
Raffa Wealth Management, LLC40$7.89K0.00%+2+5.3%Added
Private Trust Co NA41$8.08K0.00%−1,178−96.6%Reduced
First Command Advisory Services, Inc.41$8.08K0.00%+41New
Activest Wealth Management42$8.28K0.00%−280−87.0%Reduced
Sittner & Nelson, LLC51$8.83K0.00%00.0%Unchanged
Wolff Wiese Magana LLC45$8.87K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.45$8.87K0.00%+45New
Nemes Rush Group LLC46$9.07K0.00%+5+12.2%Added
Quarry LP49$9.66K0.00%−205−80.7%Reduced
Highline Wealth Partners LLC49$9.66K0.00%−2−3.9%Reduced
Cromwell Holdings LLC52$10.3K0.01%00.0%Unchanged
Central Trust Co54$10.6K0.00%+1+1.9%Added
American National Bank54$10.6K0.00%+54New
South State Corp.54$10.6K0.00%−58−51.8%Reduced
Toth Financial Advisory Corp56$11.0K0.00%+6+12.0%Added
HFM Investment Advisors, LLC57$11.2K0.00%+55+2,750.0%Added
Strategic Investment Solutions, Inc.60$11.8K0.00%00.0%Unchanged
Vision Retirement, LLC60$11.8K0.00%+60New
Capital Advisors, Ltd. LLC59$12.0K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC62$12.2K0.00%+62New
Manchester Capital Management LLC62$12.2K0.00%−537−89.6%Reduced
Financial Network Wealth Advisors LLC63$12.4K0.01%−20−24.1%Reduced
SJS Investment Consulting Inc.67$13.2K0.00%+52+346.7%Added
Financial Consulate, Inc70$13.8K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC71$14.0K0.01%00.0%Unchanged