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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,228 | $75.0B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.9B |
| Q3 2025 | 1,039 | $61.4B |
| Q2 2025 | 947 | $54.6B |
| Q1 2025 | 872 | $30.1B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $20.8B |
| Q2 2024 | 652 | $21.2B |
| Q1 2024 | 709 | $29.6B |
| Q4 2023 | 678 | $23.3B |
| Q3 2023 | 573 | $15.8B |
| Q2 2023 | 560 | $16.0B |
| Q1 2023 | 572 | $16.2B |
| Q4 2022 | 550 | $11.0B |
| Q3 2022 | 563 | $12.9B |
| Q2 2022 | 550 | $10.4B |
| Q1 2022 | 641 | $28.0B |
| Q4 2021 | 681 | $29.8B |
| Q3 2021 | 620 | $24.6B |
| Q2 2021 | 537 | $22.6B |
| Q1 2021 | 507 | $13.7B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DV Trading LLC | 493 | $97.2K | 0.01% | +493 | New |
| Pingora Partners LLC | 500 | $98.6K | 0.06% | 00.0% | Unchanged |
| First Horizon Corp | 501 | $98.8K | 0.00% | +211+72.8% | Added |
| AlphaCentric Advisors LLC | 520 | $102.5K | 0.10% | +520 | New |
| Zions Bancorporation, National Association | 549 | $108.2K | 0.01% | +416+312.8% | Added |
| Financially Speaking Inc | 550 | $108.4K | 0.07% | 00.0% | Unchanged |
| Grove Bank & Trust | 553 | $109.0K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 608 | $119.9K | 0.09% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 614 | $121.0K | 0.02% | +4+0.7% | Added |
| Tower Research Capital LLC (TRC) | 649 | $128.0K | 0.00% | −72−10.0% | Reduced |
| Parkside Financial Bank & Trust | 654 | $128.9K | 0.01% | −94−12.6% | Reduced |
| Quadrant Capital Group LLC | 683 | $134.7K | 0.00% | −15−2.1% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 691 | $136.2K | 0.14% | +173+33.4% | Added |
| ORG Partners LLC | 699 | $137.8K | 0.02% | +84+13.7% | Added |
| Fifth Third Bancorp | 715 | $141.0K | 0.00% | +168+30.7% | Added |
| Generali Investments, Management Co LLC | 726 | $143.1K | 0.03% | −4,537−86.2% | Reduced |
| SRS Capital Advisors, Inc. | 766 | $151.0K | 0.00% | −4,102−84.3% | Reduced |
| Creative Financial Designs Inc | 776 | $153.0K | 0.01% | +25+3.3% | Added |
| Sava Infond d.o.o. | 800 | $157.7K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 811 | $159.9K | 0.07% | +811 | New |
| Greenline Wealth Management LLC | 853 | $168.2K | 0.17% | +853 | New |
| Liberty One Investment Management, LLC | 902 | $177.8K | 0.02% | −1,296−59.0% | Reduced |
| Tripletail Wealth Management, LLC | 920 | $181.4K | 0.23% | 00.0% | Unchanged |
| Apriem Advisors | 1,016 | $200.3K | 0.02% | +11+1.1% | Added |
| SageView Advisory Group, LLC | 1,023 | $201.7K | 0.01% | +1,023 | New |
| Shearwater Capital LLC | 1,040 | $205.0K | 0.12% | 00.0% | Unchanged |
| Capital Advisors Inc | 1,048 | $206.6K | 0.00% | −26−2.4% | Reduced |
| Strategic Blueprint, LLC | 1,058 | $208.6K | 0.01% | −693−39.6% | Reduced |
| Adams Wealth Management | 1,044 | $208.6K | 0.04% | 00.0% | Unchanged |
| CacheTech Inc. | 1,044 | $208.6K | 0.04% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 1,060 | $209.1K | 0.01% | −200−15.9% | Reduced |
| IFG Advisory, LLC | 1,067 | $210.4K | 0.01% | +1,067 | New |
| Harbour Capital Advisors, LLC | 1,080 | $211.7K | 0.04% | −240−18.2% | Reduced |
| Willis Johnson & Associates, Inc. | 1,074 | $211.7K | 0.01% | +4+0.4% | Added |
| Paragon Advisors, LLC | 1,074 | $211.7K | 0.06% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,077 | $212.3K | 0.00% | −237−18.0% | Reduced |
| Flow Traders U.S. LLC | 1,079 | $213.0K | 0.01% | +1,079 | New |
| Cornerstone Wealth Management, LLC | 1,095 | $215.9K | 0.01% | −40−3.5% | Reduced |
| Consolidated Capital Management, LLC | 1,100 | $216.9K | 0.07% | 00.0% | Unchanged |
| Intrust Bank NA | 1,100 | $216.9K | 0.02% | +1,100 | New |
| Silver Oak Securities, Inc | 1,090 | $217.6K | 0.01% | +57+5.5% | Added |
| Johnson Investment Counsel Inc | 1,107 | $218.2K | 0.00% | −20−1.8% | Reduced |
| Fidelis Capital Partners, LLC | 1,120 | $220.8K | 0.02% | +85+8.2% | Added |
| MCF Advisors LLC | 1,139 | $224.6K | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 1,142 | $225.1K | 0.00% | +1,142 | New |
| Kestra Investment Management, LLC | 1,143 | $225.3K | 0.01% | +90+8.5% | Added |
| Kazazian Asset Management, LLC | 1,150 | $226.7K | 0.24% | −100−8.0% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,156 | $227.9K | 0.01% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 1,160 | $228.7K | 0.00% | −585−33.5% | Reduced |
| Legacy Advisory Services, LLC | 1,175 | $231.7K | 0.17% | −115−8.9% | Reduced |
| Revisor Wealth Management LLC | 1,337 | $231.7K | 0.06% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,177 | $232.0K | 0.06% | −8−0.7% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 1,177 | $232.0K | 0.12% | +1,177 | New |
| Prospect Financial Services LLC | 1,179 | $232.4K | 0.13% | −26−2.2% | Reduced |
| Wesbanco Bank Inc | 1,185 | $233.6K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,188 | $234.2K | 0.02% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,191 | $234.8K | 0.00% | −252−17.5% | Reduced |
| Gsa Capital Partners LLP | 1,202 | $237.0K | 0.02% | −946−44.0% | Reduced |
| Good Steward Wealth Advisors,LLC | 1,212 | $238.9K | 0.16% | +1,212 | New |
| Oarsman Capital, Inc. | 1,218 | $240.1K | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,220 | $240.5K | 0.00% | +1,220 | New |
| Horizon Investments, LLC | 1,222 | $240.9K | 0.00% | +375+44.3% | Added |
| Evolve Private Wealth, LLC | 1,223 | $241.1K | 0.01% | +1,223 | New |
| Bedell Frazier Investment Counseling, LLC | 1,228 | $242.1K | 0.05% | +144+13.3% | Added |
| Quotient Wealth Partners, LLC | 1,230 | $242.6K | 0.01% | −108−8.1% | Reduced |
| CoreCap Advisors, LLC | 1,231 | $242.7K | 0.01% | +91+8.0% | Added |
| Basecamp Wealth Advisors LLC | 1,234 | $243.3K | 0.05% | +1,234 | New |
| Alta Advisers Ltd | 1,235 | $243.5K | 0.09% | −500−28.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,241 | $244.7K | 0.01% | +1,241 | New |
| Resonant Capital Advisors, LLC | 1,255 | $247.4K | 0.01% | +80+6.8% | Added |
| Diligent Investors, LLC | 1,261 | $248.6K | 0.06% | +1,261 | New |
| Wedbush Securities Inc | 1,262 | $249.0K | 0.01% | +219+21.0% | Added |
| Thompson David Blair | 1,275 | $251.4K | 0.14% | +1,275 | New |
| IMA Wealth, Inc. | 1,290 | $254.3K | 0.02% | +55+4.5% | Added |
| SFMG, LLC | 1,292 | $254.7K | 0.02% | +1,292 | New |
| U.S. Capital Wealth Advisors, LLC | 1,295 | $255.3K | 0.01% | +132+11.3% | Added |
| Flagship Harbor Advisors, LLC | 1,299 | $256.1K | 0.01% | −692−34.8% | Reduced |
| Waterloo Capital, L.P. | 1,306 | $257.5K | 0.02% | −145−10.0% | Reduced |
| Aptus Capital Advisors, LLC | 1,306 | $257.5K | 0.00% | +1,306 | New |
| Drive Wealth Management, LLC | 1,330 | $262.2K | 0.05% | +323+32.1% | Added |
| Covenant Partners, LLC | 1,335 | $263.2K | 0.08% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,336 | $263.4K | 0.01% | +102+8.3% | Added |
| Advisor OS, LLC | 1,344 | $265.0K | 0.02% | +36+2.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 1,321 | $265.1K | 0.01% | +1,321 | New |
| CBOE Vest Financial, LLC | 1,354 | $266.9K | 0.00% | +189+16.2% | Added |
| Ameliora Wealth Management Ltd. | 1,369 | $269.9K | 0.08% | 00.0% | Unchanged |
| Krilogy Financial LLC | 1,429 | $270.6K | 0.01% | −123−7.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,375 | $271.1K | 0.02% | −21−1.5% | Reduced |
| LRI Investments, LLC | 1,375 | $271.1K | 0.02% | +930+209.0% | Added |
| Stonekeep Investments, LLC | 1,390 | $274.0K | 0.18% | +3+0.2% | Added |
| Mayflower Financial Advisors, LLC | 1,409 | $277.8K | 0.03% | +102+7.8% | Added |
| Sunbelt Securities, Inc. | 1,409 | $277.8K | 0.02% | +219+18.4% | Added |
| Fortis Capital Management LLC | 1,415 | $279.0K | 0.04% | +22+1.6% | Added |
| London & Capital Asset Management Ltd | 1,417 | $279.4K | 0.00% | +1,417 | New |
| Fiduciary Trust Co | 1,418 | $279.6K | 0.00% | +1,418 | New |
| Core Wealth Partners LLC | 1,440 | $283.9K | 0.13% | 00.0% | Unchanged |
| Brooktree Capital Management | 1,445 | $284.9K | 0.19% | −15−1.0% | Reduced |
| GAMMA Investing LLC | 1,446 | $285.1K | 0.01% | +117+8.8% | Added |
| Glenmede Trust Co NA | 1,457 | $287.2K | 0.00% | +1,457 | New |
| Aaron Wealth Advisors | 1,461 | $288.0K | 0.02% | −94−6.0% | Reduced |