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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 1,466 | $289.2K | 0.00% | −948−39.3% | Reduced |
| Cordoba Advisory Partners LLC | 1,467 | $289.2K | 0.07% | +1,467 | New |
| L2 Asset Management, LLC | 1,474 | $290.6K | 0.04% | +110+8.1% | Added |
| Abacus Planning Group, Inc. | 1,485 | $292.8K | 0.04% | −172−10.4% | Reduced |
| Warren Averett Asset Management, LLC | 1,490 | $293.8K | 0.00% | +14+0.9% | Added |
| Gateway Wealth Partners, LLC | 1,493 | $294.3K | 0.03% | +1,493 | New |
| Peak Asset Management, LLC | 1,500 | $295.7K | 0.05% | −60−3.8% | Reduced |
| VGI Partners Ltd | 1,500 | $295.7K | 0.02% | +1,500 | New |
| Moors & Cabot, Inc. | 1,503 | $296.3K | 0.01% | −1,053−41.2% | Reduced |
| PDS Planning, Inc | 1,506 | $296.9K | 0.02% | +138+10.1% | Added |
| Gladstone Institutional Advisory LLC | 1,507 | $297.1K | 0.01% | −6−0.4% | Reduced |
| Herold Advisors, Inc. | 1,520 | $299.7K | 0.07% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,527 | $301.0K | 0.11% | 00.0% | Unchanged |
| FORA Capital, LLC | 1,033 | $302.6K | 0.04% | −11,349−91.7% | Reduced |
| Atlantic Union Bankshares Corp | 1,536 | $302.8K | 0.01% | +52+3.5% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,537 | $303.0K | 0.12% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 1,537 | $303.0K | 0.26% | +1,537 | New |
| Net Worth Advisory Group | 1,572 | $310.0K | 0.06% | +1,572 | New |
| West Family Investments, Inc. | 1,574 | $310.3K | 0.07% | −730−31.7% | Reduced |
| Abel Hall, LLC | 1,582 | $311.9K | 0.07% | +1,582 | New |
| Argent Trust Co | 1,584 | $312.3K | 0.01% | +49+3.2% | Added |
| Focus Financial Network, Inc. | 1,585 | $312.5K | 0.01% | +647+69.0% | Added |
| Moseley Investment Management Inc | 1,593 | $314.1K | 0.10% | −38−2.3% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 1,594 | $314.3K | 0.01% | +1,594 | New |
| TD Waterhouse Canada Inc. | 1,599 | $315.2K | 0.00% | +1+0.1% | Added |
| Quadrant Private Wealth Management, LLC | 1,602 | $315.8K | 0.05% | +237+17.4% | Added |
| 180 Wealth Advisors, LLC | 1,608 | $317.0K | 0.04% | +11+0.7% | Added |
| PFG Advisors | 1,631 | $321.6K | 0.02% | −128−7.3% | Reduced |
| Impact Partnership Wealth, LLC | 1,635 | $322.3K | 0.04% | +694+73.8% | Added |
| Lecap Asset Management Ltd | 1,637 | $322.7K | 0.13% | +1,637 | New |
| Hummer Financial Advisory Services Inc | 1,650 | $325.3K | 0.23% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 1,664 | $328.1K | 0.01% | +326+24.4% | Added |
| Bryn Mawr Trust Co | 1,665 | $328.3K | 0.01% | −106−6.0% | Reduced |
| Dynamic Advisor Solutions LLC | 1,669 | $329.1K | 0.01% | −30−1.8% | Reduced |
| Cambria Investment Management, L.P. | 1,680 | $331.2K | 0.02% | +1,680 | New |
| Journey Retirement Planning & Investment Management LLC | 1,683 | $331.8K | 0.07% | +1,683 | New |
| Teza Capital Management LLC | 1,685 | $332.2K | 1.07% | +629+59.6% | Added |
| Wealthspire Advisors, LLC | 1,694 | $333.9K | 0.00% | +880+108.1% | Added |
| Prospera Financial Services Inc | 1,699 | $334.9K | 0.01% | −3,239−65.6% | Reduced |
| Centaurus Financial, Inc. | 1,698 | $335.0K | 0.02% | −385−18.5% | Reduced |
| AlphaCore Capital LLC | 1,725 | $340.2K | 0.01% | +336+24.2% | Added |
| Americana Partners, LLC | 1,739 | $342.8K | 0.01% | +724+71.3% | Added |
| Spirepoint Private Client, LLC | 1,747 | $344.4K | 0.03% | 00.0% | Unchanged |
| Greenleaf Trust | 1,752 | $345.4K | 0.00% | +248+16.5% | Added |
| Axxcess Wealth Management, LLC | 1,759 | $346.8K | 0.01% | −138−7.3% | Reduced |
| Capital Asset Advisory Services LLC | 1,759 | $348.3K | 0.01% | −138−7.3% | Reduced |
| Aprio Wealth Management, LLC | 1,778 | $350.5K | 0.02% | +117+7.0% | Added |
| ZEGA Investments, LLC | 1,794 | $353.7K | 0.07% | +1,794 | New |
| Westpac Banking Corp | 1,810 | $356.8K | 0.02% | +385+27.0% | Added |
| We Are One Seven, LLC | 1,814 | $357.6K | 0.01% | +96+5.6% | Added |
| Lotus Technology Management, LP | 1,815 | $357.8K | 0.20% | +1,815 | New |
| Clark Capital Management Group, Inc. | 1,821 | $359.1K | 0.00% | +208+12.9% | Added |
| Balboa Wealth Partners | 1,825 | $359.8K | 0.06% | +13+0.7% | Added |
| Massar Capital Management, LP | 1,832 | $361.2K | 0.07% | −5,682−75.6% | Reduced |
| Ritholtz Wealth Management | 1,849 | $364.5K | 0.01% | −46−2.4% | Reduced |
| Baird Financial Group, Inc. | 1,860 | $366.7K | 0.00% | +1,860 | New |
| Seven Springs Wealth Group, LLC | 1,869 | $368.5K | 0.11% | −4,367−70.0% | Reduced |
| Ostrum Asset Management | 1,873 | $369.3K | 0.02% | −621−24.9% | Reduced |
| Simplify Asset Management Inc. | 1,873 | $369.3K | 0.01% | +558+42.4% | Added |
| FineMark National Bank & Trust | 1,891 | $372.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,894 | $373.4K | 0.00% | −175−8.5% | Reduced |
| Fifth Lane Capital, LP | 1,900 | $374.6K | 0.44% | +1,900 | New |
| Ameritas Advisory Services, LLC | 1,901 | $374.8K | 0.01% | +801+72.8% | Added |
| Hilltop Holdings Inc. | 1,902 | $375.0K | 0.02% | −3,018−61.3% | Reduced |
| Arista Wealth Management, LLC | 1,923 | $379.1K | 0.05% | +1,923 | New |
| McAdam, LLC | 1,940 | $382.5K | 0.02% | +834+75.4% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,941 | $382.7K | 0.14% | +483+33.1% | Added |
| Flputnam Investment Management Co | 1,952 | $384.8K | 0.01% | +687+54.3% | Added |
| Savvy Advisors, Inc. | 1,953 | $385.0K | 0.01% | +33+1.7% | Added |
| Sigma Planning Corp | 1,575 | $385.4K | 0.01% | −51−3.1% | Reduced |
| Quent Capital, LLC | 1,985 | $391.3K | 0.03% | +20+1.0% | Added |
| Indivisible Partners | 1,992 | $392.7K | 0.04% | +1,992 | New |
| Lodestone Wealth Management LLC | 1,995 | $393.3K | 0.16% | −65−3.2% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 2,000 | $394.3K | 0.22% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 2,012 | $396.7K | 0.05% | +161+8.7% | Added |
| Sterling Investment Advisors, Ltd. | 2,018 | $397.8K | 0.07% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,028 | $399.8K | 0.11% | +1,250+160.7% | Added |
| Van Eck Associates Corp | 2,045 | $403.0K | 0.00% | +2,045 | New |
| Capital Performance Advisors LLP | 2,059 | $405.9K | 0.03% | +2,059 | New |
| Chicago Partners Investment Group LLC | 2,343 | $406.4K | 0.01% | −80−3.3% | Reduced |
| Keystone Investors Pte Ltd | 2,064 | $406.9K | 0.04% | +2,064 | New |
| Fox Run Management, L.L.C. | 2,070 | $408.1K | 0.06% | −3,809−64.8% | Reduced |
| Benjamin Edwards Inc | 2,081 | $410.3K | 0.00% | +563+37.1% | Added |
| Shepherd Street Advisors LLC | 2,082 | $410.5K | 0.39% | +2,082 | New |
| Cardiff Park Advisors, LLC | 2,106 | $415.2K | 0.03% | −220−9.5% | Reduced |
| Rockbridge Investment Management, LCC | 2,110 | $416.0K | 0.04% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,115 | $417.0K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,135 | $420.9K | 0.07% | −176−7.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,143 | $422.5K | 0.03% | +546+34.2% | Added |
| Kornitzer Capital Management Inc | 2,150 | $423.9K | 0.01% | +2,150 | New |
| MidFirst Bank | 4,062 | $424.3K | 0.03% | +4,062 | New |
| Howard Capital Management Inc. | 2,153 | $424.5K | 0.01% | +11+0.5% | Added |
| Ascent Group, LLC | 2,194 | $432.5K | 0.01% | +45+2.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,196 | $432.9K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,223 | $438.3K | 0.00% | −1,804−44.8% | Reduced |
| Qtron Investments LLC | 2,245 | $442.6K | 0.06% | −548−19.6% | Reduced |
| Souders Financial Advisors | 2,253 | $444.2K | 0.05% | −29−1.3% | Reduced |
| Nomura Holdings Inc | 2,255 | $444.6K | 0.00% | +601+36.3% | Added |
| BankChampaign, National Association | 2,256 | $444.8K | 0.44% | +2,256 | New |
| Alamea Verwaltungs GmbH | 2,519 | $446.7K | 0.30% | +590+30.6% | Added |