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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
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: $54.9B
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
CX Institutional69$14.0K0.00%+26+60.5%Added
GHP Investment Advisors, Inc.75$14.8K0.00%00.0%Unchanged
IFC & Insurance Marketing, Inc.75$15.0K0.01%+75New
Financial Management Professionals, Inc.77$15.2K0.00%00.0%Unchanged
Dogwood Wealth Management LLC78$15.4K0.01%+35+81.4%Added
JFS Wealth Advisors, LLC79$15.6K0.00%+20+33.9%Added
Hazlett, Burt & Watson, Inc.82$16.0K0.01%00.0%Unchanged
Adirondack Trust Co82$16.2K0.01%00.0%Unchanged
Atlantic Trust, LLC83$16.4K0.00%00.0%Unchanged
MV Capital Management, Inc.83$16.4K0.00%+2+2.5%Added
Sachetta, LLC85$16.8K0.01%00.0%Unchanged
Close Asset Management Ltd88$17.0K0.00%00.0%Unchanged
Elyxium Wealth, LLC87$17.2K0.00%+87New
Glen Eagle Advisors, LLC90$17.7K0.00%00.0%Unchanged
Reyes Financial Architecture, Inc.90$17.7K0.01%+16+21.6%Added
Swiss Re Ltd96$18.9K0.00%+96New
MPWM Advisory Solutions, LLC97$19.1K0.01%+97New
Inlight Wealth Management, LLC100$19.7K0.01%00.0%Unchanged
Center for Financial Planning, Inc.100$19.7K0.00%00.0%Unchanged
Capital Analysts, LLC102$20.0K0.00%−1−1.0%Reduced
Smithfield Trust Co102$20.0K0.00%+102New
Quest Partners LLC102$20.1K0.00%+48+88.9%Added
Berbice Capital Management LLC105$20.7K0.01%00.0%Unchanged
Acumen Wealth Advisors, LLC105$20.7K0.01%+105New
Addison Advisors LLC109$21.5K0.00%+9+9.0%Added
Cape Investment Advisory, Inc.109$21.5K0.01%+16+17.2%Added
Avion Wealth113$22.0K0.00%−2−1.7%Reduced
SHP Wealth Management112$22.1K0.00%+112New
Fortitude Family Office, LLC115$22.7K0.01%+2+1.8%Added
Wiser Advisor Group LLC121$23.9K0.03%00.0%Unchanged
C M Bidwell & Associates Ltd121$23.9K0.01%00.0%Unchanged
Avalon Trust Co125$24.6K0.00%+125New
HM Payson & Co127$25.0K0.00%+127New
Ancora Advisors, LLC130$25.6K0.00%−50−27.8%Reduced
CBIZ Investment Advisory Services, LLC134$26.4K0.00%+2+1.5%Added
Armstrong Advisory Group, Inc134$26.4K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC138$27.2K0.00%00.0%Unchanged
Brown Brothers Harriman & Co140$27.6K0.00%−17−10.8%Reduced
Westside Investment Management, Inc.141$27.7K0.00%+11+8.5%Added
Hollencrest Capital Management141$27.8K0.00%−240−63.0%Reduced
Salomon & Ludwin, LLC141$27.9K0.00%−46−24.6%Reduced
Harbor Investment Advisory, LLC147$29.0K0.00%00.0%Unchanged
Quaker Wealth Management, LLC147$29.0K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC150$29.6K0.01%00.0%Unchanged
Legacy Bridge, LLC150$29.6K0.01%00.0%Unchanged
Bell Investment Advisors, Inc157$31.0K0.00%+1+0.6%Added
Stone House Investment Management, LLC160$31.5K0.00%00.0%Unchanged
ORG Wealth Partners, LLC162$31.9K0.01%+23+16.5%Added
WealthCollab, LLC173$34.1K0.01%00.0%Unchanged
WPG Advisers, LLC174$34.3K0.03%+23+15.2%Added
Rachor Investment Advisory Services, LLC176$34.7K0.02%+176New
Covestor Ltd185$37.0K0.02%−254−57.9%Reduced
Rothschild Investment LLC193$38.1K0.00%−31−13.8%Reduced
United Community Bank200$39.4K0.01%+166+488.2%Added
UMA Financial Services, Inc.202$39.8K0.01%+83+69.7%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP200$41.2K0.00%+200New
Montag A & Associates Inc216$42.6K0.00%−226−51.1%Reduced
Bogart Wealth, LLC218$43.0K0.00%−52−19.3%Reduced
Aventura Private Wealth, LLC221$43.6K0.02%+155+234.8%Added
Keating Financial Advisory Services, Inc.221$43.6K0.01%+221New
Elequin Capital LP232$45.7K0.01%+232New
Cornerstone Planning Group LLC250$46.2K0.01%+4+1.6%Added
AdvisorNet Financial, Inc236$46.5K0.00%−10−4.1%Reduced
Huntington National Bank242$47.7K0.00%−6−2.4%Reduced
Vestor Capital, LLC58,347$48.0K0.00%+58,057+20,019.7%Added
Rossby Financial, LCC244$48.1K0.02%+33+15.6%Added
Pacer Advisors, Inc.248$48.9K0.00%−622−71.5%Reduced
FWL Investment Management, LLC252$49.7K0.01%+252New
Strive Financial Group ,LLC253$49.9K0.03%+253New
Cullen/Frost Bankers, Inc.255$50.3K0.00%+19+8.1%Added
Aspect Partners, LLC258$50.9K0.02%00.0%Unchanged
True Wealth Design, LLC260$51.3K0.02%−2−0.8%Reduced
NBC Securities, Inc.260$51.3K0.00%00.0%Unchanged
Meeder Asset Management Inc262$51.7K0.00%+19+7.8%Added
Transamerica Financial Advisors, Inc.265$52.2K0.00%+164+162.4%Added
Wellington-Altus USA Inc.267$52.6K0.04%+267New
Kemnay Advisory Services Inc.268$52.8K0.01%+268New
REAP Financial Group, LLC275$54.2K0.01%00.0%Unchanged
Stonehage Fleming Financial Services Holdings Ltd301$59.3K0.00%00.0%Unchanged
Hilltop National Bank308$60.7K0.01%+28+10.0%Added
V-Square Quantitative Management LLC310$61.1K0.01%+310New
Massmutual Trust Co FSB325$64.1K0.00%+14+4.5%Added
TFC Financial Management327$64.5K0.01%00.0%Unchanged
Noble Wealth Management PBC330$65.1K0.03%00.0%Unchanged
Signature Equity Partners, LLC337$66.4K0.04%+337New
Sound Income Strategies, LLC362$66.7K0.00%+295+440.3%Added
Strategic Advocates LLC343$68.5K0.02%+338+6,760.0%Added
Game Plan Financial Advisors, LLC350$69.0K0.03%00.0%Unchanged
Navalign, LLC350$69.0K0.02%+350New
Essential Partners LLC351$69.2K0.02%−227−39.3%Reduced
Park Place Capital Corp361$71.2K0.01%+3+0.8%Added
New Millennium Group LLC378$74.5K0.03%−25−6.2%Reduced
Root Financial Partners, LLC393$77.5K0.00%+72+22.4%Added
Hamrick Investment Counsel, llc395$77.9K0.06%+395New
Pinnacle Wealth Planning Services, Inc.425$83.8K0.01%+425New
CVA Family Office, LLC426$84.0K0.01%+4+0.9%Added
Reflection Asset Management438$86.4K0.06%+438New
Crewe Advisors LLC448$88.3K0.01%+10+2.3%Added
Richard W. Paul & Associates, LLC456$89.9K0.03%00.0%Unchanged
Fourth Dimension Wealth, LLC486$95.8K0.03%00.0%Unchanged