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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 2,276 | $448.7K | 0.01% | −211−8.5% | Reduced |
| KPP Advisory Services LLC | 2,305 | $454.4K | 0.07% | +469+25.5% | Added |
| Mosley Wealth Management | 2,075 | $456.5K | 0.21% | +2,075 | New |
| LVW Advisors, LLC | 2,349 | $463.1K | 0.05% | −458−16.3% | Reduced |
| Ossiam | 2,360 | $465.3K | 0.01% | −1,108−31.9% | Reduced |
| Havemeyer Place LP | 2,372 | $467.6K | 0.09% | +2,372 | New |
| Rakuten Securities, Inc. | 2,386 | $470.4K | 0.15% | −767−24.3% | Reduced |
| Avant Financial Advisors LLC | 2,400 | $473.2K | 0.34% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,434 | $479.9K | 0.01% | +1,070+78.4% | Added |
| Legato Capital Management LLC | 2,438 | $480.7K | 0.04% | +2,438 | New |
| Umb Bank N A | 2,456 | $484.2K | 0.01% | +26+1.1% | Added |
| Smartleaf Asset Management LLC | 2,454 | $489.9K | 0.02% | +274+12.6% | Added |
| Prime Capital Investment Advisors, LLC | 2,498 | $492.5K | 0.01% | −2,260−47.5% | Reduced |
| Bokf, NA | 2,506 | $494.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,511 | $495.0K | 0.01% | +158+6.7% | Added |
| Gill Capital Partners, LLC | 2,544 | $501.6K | 0.15% | 00.0% | Unchanged |
| Savant Capital, LLC | 2,565 | $505.7K | 0.00% | +400+18.5% | Added |
| Chesapeake Capital Corp | 2,587 | $510.0K | 0.43% | 00.0% | Unchanged |
| Fiduciary Planning LLC | 2,590 | $510.6K | 0.15% | −76−2.9% | Reduced |
| Rooted Wealth Advisors, Inc. | 3,080 | $514.0K | 0.14% | +3,080 | New |
| Ring Mountain Capital, LLC | 2,793 | $514.0K | 0.26% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,630 | $518.5K | 0.04% | +356+15.7% | Added |
| Eddie Patel Inc | 2,643 | $521.0K | 0.39% | +2,643 | New |
| Premier Path Wealth Partners, LLC | 2,646 | $521.6K | 0.07% | +122+4.8% | Added |
| GTS Securities LLC | 2,652 | $522.8K | 0.02% | +389+17.2% | Added |
| Diversify Advisory Services, LLC | 2,851 | $525.0K | 0.02% | −46−1.6% | Reduced |
| Clarendon Private LLC | 2,687 | $529.7K | 0.45% | −6−0.2% | Reduced |
| Portside Wealth Group, LLC | 2,721 | $536.4K | 0.07% | −391−12.6% | Reduced |
| Huntleigh Advisors, Inc. | 2,747 | $541.6K | 0.09% | +128+4.9% | Added |
| Pinnacle Associates Ltd | 2,755 | $543.1K | 0.01% | +536+24.2% | Added |
| Ronald Blue Trust, Inc. | 2,774 | $546.8K | 0.01% | −109−3.8% | Reduced |
| Sovran Advisors, LLC | 3,004 | $553.2K | 0.05% | +109+3.8% | Added |
| Capital CS Group, LLC | 2,834 | $558.7K | 0.89% | +2,834 | New |
| Allworth Financial LP | 2,835 | $558.9K | 0.00% | +857+43.3% | Added |
| Prosperity Wealth Management, Inc. | 2,845 | $560.9K | 0.19% | +2,845 | New |
| Stony Point Capital LLC | 2,847 | $561.3K | 0.04% | −63,506−95.7% | Reduced |
| Two Sigma Securities, LLC | 2,865 | $564.8K | 0.08% | +1,854+183.4% | Added |
| Evoke Wealth, LLC | 2,868 | $565.4K | 0.01% | −95−3.2% | Reduced |
| Frank, Rimerman Advisors LLC | 2,873 | $566.4K | 0.04% | +52+1.8% | Added |
| National Asset Management, Inc. | 2,914 | $574.5K | 0.03% | +982+50.8% | Added |
| DRW Securities, LLC | 2,933 | $578.2K | 0.04% | +2,933 | New |
| Bridges Investment Management Inc | 2,935 | $578.6K | 0.01% | +840+40.1% | Added |
| Cravens & Co Advisors, LLC | 3,072 | $579.7K | 0.38% | −705−18.7% | Reduced |
| Driehaus Capital Management LLC | 2,974 | $586.3K | 0.00% | +453+18.0% | Added |
| FIL Ltd | 2,995 | $590.5K | 0.00% | +522+21.1% | Added |
| Farmers Trust Co | 3,000 | $591.5K | 0.10% | 00.0% | Unchanged |
| Pacific Point Advisors, LLC | 3,000 | $591.5K | 0.32% | +3,000 | New |
| OV Management LLC | 3,015 | $594.4K | 0.51% | −47−1.5% | Reduced |
| Independence Bank of Kentucky | 3,020 | $595.4K | 0.07% | −240−7.4% | Reduced |
| Cigna Investments Inc | 3,062 | $604.0K | 0.09% | +61+2.0% | Added |
| GAM Holding AG | 3,085 | $608.2K | 0.04% | +1,782+136.8% | Added |
| Wealthcare Advisory Partners LLC | 3,098 | $610.8K | 0.01% | −239−7.2% | Reduced |
| Truvestments Capital LLC | 3,112 | $613.6K | 0.11% | +385+14.1% | Added |
| Focused Alpha, LLC | 3,144 | $619.8K | 0.18% | +3,144 | New |
| Camden Capital, LLC | 3,156 | $622.3K | 0.04% | +57+1.8% | Added |
| Dynasty Wealth Management, LLC | 3,179 | $626.7K | 0.01% | +141+4.6% | Added |
| Clear Street Group Inc. | 3,187 | $628.3K | 0.00% | +3,187 | New |
| Gibbs Wealth Management | 3,441 | $628.9K | 0.15% | −1,248−26.6% | Reduced |
| Fedenia Advisers LLC | 3,192 | $629.3K | 0.24% | +32+1.0% | Added |
| Argos Wealth Advisors, LLC | 3,208 | $632.5K | 0.18% | +3,208 | New |
| International Assets Investment Management, LLC | 3,234 | $637.6K | 0.04% | −125−3.7% | Reduced |
| Westwood Holdings Group Inc. | 3,235 | $637.8K | 0.01% | −149−4.4% | Reduced |
| Brookstone Capital Management | 3,274 | $645.5K | 0.01% | −533−14.0% | Reduced |
| Crossmark Global Holdings, Inc. | 3,320 | $654.5K | 0.01% | +404+13.9% | Added |
| Avanza Fonder AB | 3,323 | $655.1K | 0.02% | +3,323 | New |
| Synergy Financial Group, LTD | 3,327 | $655.9K | 0.46% | −29−0.9% | Reduced |
| Sivia Capital Partners, LLC | 3,327 | $655.9K | 0.13% | +1,157+53.3% | Added |
| United Advisor Group, LLC | 3,337 | $657.9K | 0.08% | −828−19.9% | Reduced |
| Mount Lucas Management LP | 3,358 | $662.0K | 0.29% | −62−1.8% | Reduced |
| Reliant Investment Partners, LLC | 3,377 | $665.8K | 0.52% | +61+1.8% | Added |
| R Squared Ltd | 3,379 | $666.2K | 0.31% | +3,379 | New |
| Dark Forest Capital Management LP | 3,389 | $668.1K | 0.03% | −422−11.1% | Reduced |
| Sagespring Wealth Partners, LLC | 3,482 | $686.5K | 0.01% | +14+0.4% | Added |
| Central Pacific Bank - Trust Division | 3,503 | $690.6K | 0.08% | +348+11.0% | Added |
| AXS Investments LLC | 3,558 | $701.5K | 0.24% | −10.0% | Reduced |
| Powell Investment Advisors, LLC | 3,583 | $706.4K | 0.24% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,590 | $707.8K | 0.00% | +300+9.1% | Added |
| Cache Advisors, LLC | 3,650 | $719.6K | 0.09% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 3,655 | $720.6K | 0.03% | +3,655 | New |
| Kingswood Wealth Advisors, LLC | 3,667 | $722.9K | 0.03% | +1,312+55.7% | Added |
| Altshuler Shaham Ltd | 3,671 | $723.7K | 0.01% | +2,659+262.7% | Added |
| Odyssean, LLC | 3,672 | $723.9K | 0.52% | +3,672 | New |
| Hill Island Financial LLC | 3,677 | $724.9K | 0.17% | +3,677 | New |
| Cynosure Management, LLC | 3,682 | $725.9K | 0.07% | −812−18.1% | Reduced |
| Apollon Wealth Management, LLC | 3,695 | $728.5K | 0.01% | −19−0.5% | Reduced |
| Yousif Capital Management, LLC | 4,111 | $729.4K | 0.01% | +109+2.7% | Added |
| LRT Capital Management, LLC | 3,703 | $730.0K | 0.63% | +591+19.0% | Added |
| Alphadyne Asset Management LP | 3,706 | $730.6K | 0.07% | +3,653+6,892.5% | Added |
| J. Safra Sarasin Holding AG | 3,731 | $735.6K | 0.01% | +3,731 | New |
| LeConte Wealth Management, LLC | 3,794 | $748.0K | 0.49% | +519+15.8% | Added |
| Prelude Capital Management, LLC | 3,808 | $750.7K | 0.06% | −549−12.6% | Reduced |
| Harbour Investments, Inc. | 3,870 | $763.0K | 0.02% | +1,128+41.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 3,886 | $766.1K | 0.03% | −756−16.3% | Reduced |
| Palumbo Wealth Management LLC | 3,888 | $766.5K | 0.19% | +326+9.2% | Added |
| OpenArc Corporate Advisory, LLC | 3,894 | $767.7K | 0.01% | +3,894 | New |
| Northwest & Ethical Investments L.P. | 3,883 | $775.1K | 0.02% | −2,086−34.9% | Reduced |
| Dara Capital US, Inc. | 3,968 | $782.3K | 0.69% | +3,968 | New |
| Main Street Financial Solutions, LLC | 3,979 | $784.5K | 0.06% | −5−0.1% | Reduced |
| PFG Investments, LLC | 3,987 | $786.0K | 0.04% | +3,046+323.7% | Added |
| Raiffeisen Bank International AG | 3,956 | $789.7K | 0.01% | −90−2.2% | Reduced |