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Livermore
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, 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
278.1M
+2.74M (+1.0%) vs. Q3 2025
Total value
$54.8B
−$4.19B (−7.1%) vs. Q3 2025
New holders
184
435 more added
Sold out
114
341 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: $54.8B
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, 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
Vinva Investment Management Ltd0$00.00%−21,157−100.0%Sold out
Black Swift Group, LLC0$00.00%−17,750−100.0%Sold out
Blue Barn Wealth, LLC0$00.00%−14,650−100.0%Sold out
Winton Group Ltd0$00.00%−13,972−100.0%Sold out
Insight Holdings Group, LLC0$00.00%−12,000−100.0%Sold out
Groupama Asset Managment0$00.00%–Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−10,086−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−8,659−100.0%Sold out
Altrafin AG0$00.00%−7,700−100.0%Sold out
Caisse des Depots Et Consignations0$00.00%−7,624−100.0%Sold out
Castle Hook Partners LP0$00.00%−7,052−100.0%Sold out
Artemis Wealth Advisors, LLC0$00.00%−7,000−100.0%Sold out
Retireful, LLC0$00.00%−6,277−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−6,057−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−6,048−100.0%Sold out
Sphera Management Technology Funds Ltd0$00.00%−6,000−100.0%Sold out
Triglav Skladi, D.O.O.0$00.00%−6,000−100.0%Sold out
Baader Bank INC0$00.00%−5,942−100.0%Sold out
Scientech Research LLC0$00.00%−5,101−100.0%Sold out
Pinkerton Retirement Specialists, LLC0$00.00%−4,772−100.0%Sold out
APG Asset Management US Inc.0$00.00%−4,591−100.0%Sold out
Oak Thistle LLC0$00.00%−4,065−100.0%Sold out
Pitcairn Co0$00.00%−3,977−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−3,420−100.0%Sold out
Barings LLC0$00.00%−3,325−100.0%Sold out
Banque Pictet & Cie SA0$00.00%−3,250−100.0%Sold out
Brighton Jones LLC0$00.00%−3,132−100.0%Sold out
Caxton Associates LLP0$00.00%−2,923−100.0%Sold out
Archer Investment Corp0$00.00%−2,900−100.0%Sold out
Hel Ved Capital Management Ltd0$00.00%−2,570−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−2,099−100.0%Sold out
TownSquare Capital, LLC0$00.00%−1,970−100.0%Sold out
Versor Investments LP0$00.00%−1,896−100.0%Sold out
Brookwood Investment Group LLC0$00.00%−1,887−100.0%Sold out
Volterra Technologies LP0$00.00%−1,841−100.0%Sold out
Accel Wealth Management0$00.00%−1,826−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−1,774−100.0%Sold out
Alliance Wealth Advisors, LLC0$00.00%−1,627−100.0%Sold out
Sanders Morris Harris LLC0$00.00%−1,530−100.0%Sold out
Clear Street Markets LLC0$00.00%−1,350−100.0%Sold out
Moran Wealth Management, LLC0$00.00%−1,333−100.0%Sold out
Principal Street Partners, LLC0$00.00%−1,329−100.0%Sold out
NorthRock Partners, LLC0$00.00%−1,328−100.0%Sold out
Real Talk Capital, LLC0$00.00%−1,320−100.0%Sold out
New Republic Capital, LLC0$00.00%−1,275−100.0%Sold out
AE Wealth Management LLC0$00.00%−1,273−100.0%Sold out
Objective Capital Management, LLC0$00.00%−1,200−100.0%Sold out
FSM Wealth Advisors, LLC0$00.00%−1,196−100.0%Sold out
Coastal Bridge Advisors, LLC0$00.00%−1,185−100.0%Sold out
Readystate Asset Management LP0$00.00%−1,163−100.0%Sold out
Adviser Investments LLC0$00.00%−1,150−100.0%Sold out
QTR Family Wealth, LLC0$00.00%−1,140−100.0%Sold out
TABR Capital Management, LLC0$00.00%−1,075−100.0%Sold out
Drucker Wealth 3.0, LLC0$00.00%−1,065−100.0%Sold out
Caerus Investment Advisors, LLC0$00.00%−1,053−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−995−100.0%Sold out
Diversified Trust Co0$00.00%−1,015−100.0%Sold out
BG Investment Services, Inc.0$00.00%−1,014−100.0%Sold out
Tradewinds, LLC.0$00.00%−1,008−100.0%Sold out
Fulton Breakefield Broenniman LLC0$00.00%−1,005−100.0%Sold out
Chilton Investment Co LLC0$00.00%−1,005−100.0%Sold out
Pacific Sun Financial Corp0$00.00%−1,000−100.0%Sold out
Greatmark Investment Partners, Inc.0$00.00%−1,000−100.0%Sold out
Bell & Brown Wealth Advisors, LLC0$00.00%−1,000−100.0%Sold out
Birchcreek Wealth Management, LLC0$00.00%−1,000−100.0%Sold out
Gordian Capital Singapore Pte Ltd0$00.00%−1,000−100.0%Sold out
Corient IA LLC0$00.00%−1,000−100.0%Sold out
Jacobi Capital Management LLC0$00.00%−996−100.0%Sold out
Naviter Wealth, LLC0$00.00%−994−100.0%Sold out
Burr Financial Services, LLC0$00.00%−980−100.0%Sold out
Fi3 FINANCIAL ADVISORS, LLC0$00.00%−972−100.0%Sold out
CWS Financial Advisors, LLC0$00.00%−966−100.0%Sold out
Fisher Asset Management, LLC0$00.00%−964−100.0%Sold out
KRS Capital Management, LLC0$00.00%−962−100.0%Sold out
Synergy Financial Management, LLC0$00.00%−960−100.0%Sold out
Calton & Associates, Inc.0$00.00%−949−100.0%Sold out
Sherman Porfolios, LLC0$00.00%−946−100.0%Sold out
JT Stratford LLC0$00.00%−940−100.0%Sold out
Integrity Alliance, LLC.0$00.00%−939−100.0%Sold out
Paradigm Financial Partners, LLC0$00.00%−935−100.0%Sold out
Financial Life Planners0$00.00%−670−100.0%Sold out
Adalta Capital Management LLC0$00.00%−615−100.0%Sold out
Cary Street Partners Financial LLC0$00.00%−603−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−330−100.0%Sold out
Mather Group, LLC.0$00.00%−219−100.0%Sold out
JPL Wealth Management, LLC0$00.00%−209−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−147−100.0%Sold out
Wexford Capital LP0$00.00%−140−100.0%Sold out
Edmond de Rothschild Holding S.A.0$00.00%−132−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−129−100.0%Sold out
Provenance Wealth Advisors, LLC0$00.00%−100−100.0%Sold out
Groupe la Francaise0$00.00%−107−100.0%Sold out
Marquette Asset Management, LLC0$00.00%−76−100.0%Sold out
Marshall & Sterling Wealth Advisors Inc.0$00.00%−46−100.0%Sold out
Wealth Watch Advisors, INC0$00.00%−26−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−20−100.0%Sold out
Halbert Hargrove Global Advisors, LLC0$00.00%−17−100.0%Sold out
Evergreen Private Wealth LLC0$00.00%−17−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−16−100.0%Sold out
Clear Investment Research, LLC0$00.00%−13−100.0%Sold out