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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,228 | $69.8B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.8B |
| Q3 2025 | 1,039 | $59.1B |
| Q2 2025 | 947 | $54.3B |
| Q1 2025 | 872 | $29.8B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $20.7B |
| Q2 2024 | 652 | $21.1B |
| Q1 2024 | 709 | $24.2B |
| Q4 2023 | 678 | $20.7B |
| Q3 2023 | 573 | $15.8B |
| Q2 2023 | 560 | $16.0B |
| Q1 2023 | 572 | $15.1B |
| Q4 2022 | 550 | $10.9B |
| Q3 2022 | 563 | $12.9B |
| Q2 2022 | 550 | $10.3B |
| 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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 4,012 | $790.0K | 0.05% | −25−0.6% | Reduced |
| Avestar Capital, LLC | 4,026 | $793.9K | 0.05% | +1,619+67.3% | Added |
| Menard Financial Group LLC | 4,031 | $794.7K | 0.55% | −10.0% | Reduced |
| Davis Capital Management | 4,052 | $798.9K | 0.55% | −301−6.9% | Reduced |
| Moneta Group Investment Advisors LLC | 4,105 | $809.3K | 0.01% | −1,602−28.1% | Reduced |
| Kingsview Wealth Management, LLC | 4,130 | $814.2K | 0.01% | +1,033+33.4% | Added |
| Pallas Capital Advisors LLC | 4,163 | $820.8K | 0.03% | +51+1.2% | Added |
| Emerald Advisers, LLC | 4,196 | $827.2K | 0.03% | −187−4.3% | Reduced |
| Forum Financial Management, LP | 4,222 | $832.4K | 0.01% | +166+4.1% | Added |
| Grant Private Wealth Management Inc | 4,236 | $835.1K | 0.50% | +30+0.7% | Added |
| Kestra Private Wealth Services, LLC | 4,294 | $846.6K | 0.01% | +954+28.6% | Added |
| Integrated Wealth Concepts LLC | 4,386 | $864.7K | 0.01% | −6,044−57.9% | Reduced |
| Concurrent Investment Advisors, LLC | 4,394 | $866.2K | 0.01% | +643+17.1% | Added |
| Kepler Cheuvreux (Suisse) SA | 4,410 | $869.4K | 0.05% | +4,410 | New |
| GraniteShares Advisors LLC | 4,413 | $870.0K | 0.53% | +490+12.5% | Added |
| J.W. Cole Advisors, Inc. | 4,519 | $880.5K | 0.02% | −189−4.0% | Reduced |
| Boothbay Fund Management, LLC | 4,496 | $886.4K | 0.02% | +2,262+101.3% | Added |
| Daymark Wealth Partners, LLC | 4,505 | $888.2K | 0.03% | +62+1.4% | Added |
| Dorsey & Whitney Trust CO LLC | 4,538 | $894.7K | 0.05% | −3−0.1% | Reduced |
| Florida Financial Advisors, LLC | 4,586 | $902.8K | 0.25% | +494+12.1% | Added |
| Atomi Financial Group, Inc. | 4,583 | $903.6K | 0.03% | −198−4.1% | Reduced |
| Calamos Advisors LLC | 4,640 | $914.8K | 0.00% | −1,310−22.0% | Reduced |
| Blueshift Asset Management, LLC | 4,671 | $920.9K | 0.27% | +1,314+39.1% | Added |
| Larson Financial Group LLC | 4,679 | $922.5K | 0.03% | +1,249+36.4% | Added |
| WD Rutherford LLC | 4,692 | $925.0K | 0.39% | +4,692 | New |
| Friedenthal Financial | 4,728 | $932.1K | 0.48% | +434+10.1% | Added |
| Graham Capital Management, L.P. | 4,732 | $932.9K | 0.03% | +13+0.3% | Added |
| Aquatic Capital Management LLC | 4,799 | $946.1K | 0.03% | +4,799 | New |
| Van Hulzen Asset Management, LLC | 4,815 | $949.3K | 0.07% | −440−8.4% | Reduced |
| HB Wealth Management, LLC | 4,842 | $954.6K | 0.01% | +748+18.3% | Added |
| HighPoint Advisor Group LLC | 4,864 | $958.9K | 0.02% | +1,383+39.7% | Added |
| TCW Group Inc | 4,872 | $960.5K | 0.01% | +4,872 | New |
| Resources Investment Advisors, LLC. | 4,896 | $965.2K | 0.01% | +278+6.0% | Added |
| EverSource Wealth Advisors, LLC | 4,905 | $967.0K | 0.04% | −4,383−47.2% | Reduced |
| Ellevest, Inc. | 4,932 | $972.3K | 0.13% | −448−8.3% | Reduced |
| Cornerstone Enterprises, LLC | 4,944 | $974.7K | 0.47% | +742+17.7% | Added |
| Coldstream Capital Management Inc | 4,955 | $976.8K | 0.01% | −122−2.4% | Reduced |
| Bridgewater Advisors Inc. | 5,914 | $997.1K | 0.06% | +33+0.6% | Added |
| Global Retirement Partners, LLC | 5,079 | $1.00M | 0.02% | +3,422+206.5% | Added |
| Callan Family Office, LLC | 5,091 | $1.00M | 0.02% | +914+21.9% | Added |
| Parallel Advisors, LLC | 5,104 | $1.01M | 0.02% | −126−2.4% | Reduced |
| Paradigm Asset Management Co LLC | 5,200 | $1.03M | 0.24% | −400−7.1% | Reduced |
| Stableford Capital II LLC | 5,377 | $1.06M | 0.38% | +5,377 | New |
| Knights of Columbus Asset Advisors LLC | 5,387 | $1.06M | 0.06% | −100−1.8% | Reduced |
| Lighthouse Investment Partners, LLC | 5,387 | $1.06M | 0.04% | +5,387 | New |
| Freestone Capital Holdings, LLC | 5,394 | $1.06M | 0.03% | +7+0.1% | Added |
| Miracle Mile Advisors, LLC | 5,409 | $1.07M | 0.02% | −8−0.1% | Reduced |
| Merit Financial Group, LLC | 5,477 | $1.08M | 0.01% | +1,628+42.3% | Added |
| Wedmont Private Capital | 5,348 | $1.08M | 0.04% | +166+3.2% | Added |
| Metis Global Partners, LLC | 5,505 | $1.09M | 0.03% | −124−2.2% | Reduced |
| DC Investments Management, LLC | 5,532 | $1.09M | 0.48% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 5,597 | $1.10M | 0.25% | +147+2.7% | Added |
| Diversify Wealth Management, LLC | 5,851 | $1.10M | 0.05% | +76+1.3% | Added |
| Guggenheim Capital LLC | 5,616 | $1.11M | 0.01% | −1,518−21.3% | Reduced |
| Grimes & Company, Inc. | 5,645 | $1.11M | 0.03% | +1,585+39.0% | Added |
| Highland Capital Management, LLC | 5,766 | $1.14M | 0.06% | −10,278−64.1% | Reduced |
| Harvest Fund Management Co., Ltd | 5,824 | $1.15M | 0.04% | −2,707−31.7% | Reduced |
| Burling Wealth Partners, LLC | 5,831 | $1.15M | 0.18% | +8+0.1% | Added |
| Putney Financial Group LLC | 5,861 | $1.16M | 1.08% | +20.0% | Added |
| Robeco Schweiz AG | 5,900 | $1.16M | 0.03% | −25,600−81.3% | Reduced |
| Mediolanum International Funds Ltd | 5,851 | $1.17M | 0.01% | −1,512−20.5% | Reduced |
| Siemens Fonds Invest GmbH | 5,896 | $1.18M | 0.06% | +1,550+35.7% | Added |
| Cresset Asset Management, LLC | 5,975 | $1.18M | 0.01% | +553+10.2% | Added |
| Wealthedge Investment Advisors, LLC | 5,989 | $1.18M | 0.44% | +79+1.3% | Added |
| UniSuper Management Pty Ltd | 6,000 | $1.18M | 0.01% | +800+15.4% | Added |
| Maytus Capital Management, LLC | 6,000 | $1.18M | 0.28% | +6,000 | New |
| Thoma Capital Management LLC | 6,036 | $1.19M | 0.69% | −605−9.1% | Reduced |
| Laird Norton Trust Company, LLC | 6,051 | $1.19M | 0.02% | +6,051 | New |
| Vestcor Inc | 6,087 | $1.20M | 0.03% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 6,147 | $1.22M | 0.08% | +745+13.8% | Added |
| Miller Financial Services LLC | 6,183 | $1.22M | 1.43% | −96−1.5% | Reduced |
| Circle Wealth Management, LLC | 6,206 | $1.22M | 0.02% | +3,010+94.2% | Added |
| Summit Financial, LLC | 6,214 | $1.23M | 0.02% | +2,866+85.6% | Added |
| Shelton Wealth Management, LLC | 6,295 | $1.24M | 0.54% | +335+5.6% | Added |
| Wealth Management Partners, LLC | 6,350 | $1.25M | 0.36% | +424+7.2% | Added |
| Financial Advisory Service, Inc. | 6,388 | $1.26M | 0.08% | −313−4.7% | Reduced |
| Lazard Asset Management LLC | 6,418 | $1.27M | 0.00% | +99+1.6% | Added |
| Principal Securities, Inc. | 6,421 | $1.27M | 0.02% | +573+9.8% | Added |
| Everhart Financial Group, Inc. | 6,428 | $1.27M | 0.12% | −32−0.5% | Reduced |
| RSM US Wealth Management LLC | 6,422 | $1.28M | 0.02% | +85+1.3% | Added |
| Advisory Services Network, LLC | 6,672 | $1.32M | 0.02% | +700+11.7% | Added |
| Stance Capital LLC | 6,721 | $1.33M | 0.49% | +650+10.7% | Added |
| SBI Okasan Asset Management Co.Ltd. | 6,610 | $1.33M | 0.07% | +6,610 | New |
| Western Financial Corp | 6,760 | $1.33M | 0.53% | −33−0.5% | Reduced |
| Vise Technologies, Inc. | 6,815 | $1.34M | 0.03% | +384+6.0% | Added |
| Left Brain Wealth Management, LLC | 6,822 | $1.34M | 0.47% | +1,869+37.7% | Added |
| Capula Management Ltd | 6,864 | $1.35M | 0.01% | −408−5.6% | Reduced |
| XTX Topco Ltd | 6,867 | $1.35M | 0.04% | +4,634+207.5% | Added |
| Afg Fiduciary Services Limited Partnership | 6,962 | $1.36M | 0.82% | +779+12.6% | Added |
| Advisory Resource Group | 7,010 | $1.38M | 0.24% | +545+8.4% | Added |
| Meeder Advisory Services, Inc. | 7,097 | $1.40M | 0.06% | +575+8.8% | Added |
| LJI Wealth Management, LLC | 7,100 | $1.40M | 0.21% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 7,112 | $1.40M | 0.00% | +489+7.4% | Added |
| Sequoia Financial Advisors, LLC | 7,113 | $1.40M | 0.01% | +712+11.1% | Added |
| Stratos Wealth Partners, LTD. | 7,158 | $1.41M | 0.02% | −134−1.8% | Reduced |
| State of Alaska, Department of Revenue | 7,298 | $1.44M | 0.02% | +7,298 | New |
| Ballentine Partners, LLC | 7,298 | $1.44M | 0.02% | −7−0.1% | Reduced |
| Aigen Investment Management, LP | 7,305 | $1.44M | 0.33% | +4,178+133.6% | Added |
| CIBC World Markets Inc. | 7,318 | $1.44M | 0.00% | −9,884−57.5% | Reduced |
| Sciencast Management LP | 7,321 | $1.44M | 0.20% | +2,761+60.5% | Added |