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 |
|---|---|---|---|---|---|
| Change Path, LLC | 7,362 | $1.45M | 0.04% | −1,419−16.2% | Reduced |
| Belpointe Asset Management LLC | 7,442 | $1.47M | 0.05% | −326−4.2% | Reduced |
| Fortis Capital Advisors, LLC | 7,442 | $1.47M | 0.22% | −326−4.2% | Reduced |
| STRS Ohio | 7,510 | $1.48M | 0.01% | +131+1.8% | Added |
| Skopos Labs, Inc. | 7,391 | $1.48M | 0.07% | +5,414+273.8% | Added |
| Krane Funds Advisors LLC | 7,554 | $1.49M | 0.05% | +826+12.3% | Added |
| Green Alpha Advisors, LLC | 7,558 | $1.49M | 1.37% | −398−5.0% | Reduced |
| Portman Square Capital LLP | 7,698 | $1.52M | 0.26% | +2,608+51.2% | Added |
| Virtue Capital Management, LLC | 7,746 | $1.52M | 0.23% | +6,899+814.5% | Added |
| E. Ohman J:or Asset Management AB | 7,764 | $1.53M | 0.04% | +7,764 | New |
| Clearbridge Investments, LLC | 7,832 | $1.54M | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 7,855 | $1.55M | 0.01% | +7,855 | New |
| Sowell Financial Services LLC | 7,860 | $1.55M | 0.06% | +782+11.0% | Added |
| Greycroft LP | 8,000 | $1.58M | 1.00% | +4,000+100.0% | Added |
| Royal Fund Management, LLC | 8,006 | $1.58M | 0.14% | +8,006 | New |
| Moore Capital Management, LP | 8,044 | $1.59M | 0.03% | +6,755+524.0% | Added |
| BNP Paribas | 8,060 | $1.59M | 0.05% | +2,312+40.2% | Added |
| Private Advisor Group, LLC | 8,068 | $1.59M | 0.01% | +2,052+34.1% | Added |
| Peapack Gladstone Financial Corp | 8,120 | $1.60M | 0.02% | +1,438+21.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,121 | $1.60M | 0.10% | 00.0% | Unchanged |
| Leonteq Securities AG | 8,172 | $1.61M | 0.09% | +3,741+84.4% | Added |
| Atlas Brown,Inc. | 8,301 | $1.64M | 0.49% | −526−6.0% | Reduced |
| Clarus Wealth Advisors | 8,733 | $1.65M | 0.68% | +829+10.5% | Added |
| Brevan Howard Capital Management LP | 8,485 | $1.67M | 0.03% | −26,753−75.9% | Reduced |
| Western Wealth Management, LLC | 8,495 | $1.67M | 0.08% | +223+2.7% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 8,500 | $1.68M | 0.82% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 9,987 | $1.70M | 0.02% | +1,702+20.5% | Added |
| Mission Wealth Management, LP | 8,649 | $1.71M | 0.03% | −30−0.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 8,677 | $1.71M | 0.01% | −29,113−77.0% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 8,600 | $1.72M | 0.16% | +667+8.4% | Added |
| NewEdge Wealth, LLC | 8,720 | $1.72M | 0.02% | +667+8.3% | Added |
| Blue Jean Financial LLC | 8,809 | $1.74M | 1.41% | +8,809 | New |
| Prudential Financial Inc | 8,716 | $1.74M | 0.00% | −9,830−53.0% | Reduced |
| Kovack Advisors, Inc. | 8,829 | $1.74M | 0.08% | +6,624+300.4% | Added |
| Campbell & CO Investment Adviser LLC | 8,910 | $1.76M | 0.08% | +7,393+487.3% | Added |
| NTV Asset Management LLC | 8,930 | $1.76M | 0.19% | −4,412−33.1% | Reduced |
| Titleist Asset Management, LLC | 8,935 | $1.76M | 0.14% | −999−10.1% | Reduced |
| United Capital Financial Advisers, LLC | 8,941 | $1.76M | 0.01% | +611+7.3% | Added |
| MAI Capital Management | 8,985 | $1.77M | 0.01% | −1,785−16.6% | Reduced |
| BCJ Capital Management, LLC | 9,094 | $1.79M | 0.10% | +9,094 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 9,100 | $1.79M | 0.45% | +3,755+70.3% | Added |
| Calamos Wealth Management LLC | 9,270 | $1.83M | 0.06% | +22+0.2% | Added |
| Institute for Wealth Management, LLC. | 9,317 | $1.84M | 0.19% | +2,272+32.2% | Added |
| Everence Capital Management Inc | 9,380 | $1.85M | 0.11% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 9,426 | $1.86M | 0.02% | −355−3.6% | Reduced |
| MBM Wealth Consultants, LLC | 9,495 | $1.87M | 0.45% | +40+0.4% | Added |
| Mutual Advisors, LLC | 9,543 | $1.88M | 0.04% | +471+5.2% | Added |
| Fund Advisors of America Inc | 9,639 | $1.90M | 1.74% | +9,639 | New |
| Vestmark Advisory Solutions, Inc. | 9,733 | $1.92M | 0.03% | +6,578+208.5% | Added |
| Assenagon Asset Management S.A. | 9,859 | $1.94M | 0.00% | +1,848+23.1% | Added |
| Brandywine Managers, LLC | 9,906 | $1.95M | 0.97% | 00.0% | Unchanged |
| Signaturefd, LLC | 9,960 | $1.96M | 0.03% | −237−2.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,982 | $1.97M | 0.00% | −3,322−25.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,987 | $1.97M | 0.07% | +1,107+12.5% | Added |
| Steel Peak Wealth Management LLC | 10,017 | $1.97M | 0.06% | −65−0.6% | Reduced |
| Williamson Legacy Group, LLC | 10,021 | $1.98M | 1.54% | +2,881+40.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 10,036 | $1.98M | 0.08% | +10,036 | New |
| Kassira Wealth Management LLC | 10,045 | $1.98M | 1.88% | −334−3.2% | Reduced |
| Rafferty Asset Management, LLC | 10,059 | $1.98M | 0.01% | −2,254−18.3% | Reduced |
| Axq Capital, LP | 10,068 | $1.98M | 0.45% | +7,305+264.4% | Added |
| Equitable Holdings, Inc. | 10,119 | $1.99M | 0.01% | +1,681+19.9% | Added |
| Fortis Group Advisors, LLC | 11,368 | $2.02M | 0.34% | −4,729−29.4% | Reduced |
| Kirtland Hills Capital Management, LLC | 10,493 | $2.07M | 0.73% | +176+1.7% | Added |
| CSM Advisors, LLC | 10,585 | $2.09M | 0.06% | +1,950+22.6% | Added |
| Geneos Wealth Management Inc. | 10,625 | $2.09M | 0.05% | −849−7.4% | Reduced |
| Joel Isaacson & Co., LLC | 10,692 | $2.11M | 0.07% | −183−1.7% | Reduced |
| Omers Administration Corp | 10,715 | $2.11M | 0.02% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 10,732 | $2.12M | 0.10% | −10.0% | Reduced |
| Proactive Wealth Strategies LLC | 10,750 | $2.12M | 0.84% | +135+1.3% | Added |
| Keybank National Association | 10,838 | $2.14M | 0.01% | −91−0.8% | Reduced |
| CIBC World Markets Corp | 10,856 | $2.14M | 0.01% | +10,856 | New |
| SlateStone Wealth, LLC | 10,861 | $2.14M | 0.18% | +2,670+32.6% | Added |
| Ocean Capital Management, LLC | 11,079 | $2.18M | 0.43% | +1,015+10.1% | Added |
| SBI Securities Co., Ltd. | 11,107 | $2.19M | 0.06% | +780+7.6% | Added |
| Keystone Wealth Services, LLC | 11,161 | $2.20M | 0.46% | +332+3.1% | Added |
| Illinois Municipal Retirement Fund | 11,167 | $2.20M | 0.03% | +49+0.4% | Added |
| Castle Rock Wealth Management, LLC | 13,262 | $2.22M | 0.48% | +272+2.1% | Added |
| Oppenheimer & Co Inc | 11,250 | $2.22M | 0.03% | −1,578−12.3% | Reduced |
| Independent Advisor Alliance | 11,279 | $2.22M | 0.05% | −1,240−9.9% | Reduced |
| Atria Investments LLC | 11,304 | $2.23M | 0.03% | +933+9.0% | Added |
| North Dakota State Investment Board | 11,379 | $2.24M | 0.08% | +11,379 | New |
| Profund Advisors LLC | 11,477 | $2.26M | 0.07% | −640−5.3% | Reduced |
| Malaga Cove Capital, LLC | 11,511 | $2.27M | 0.79% | +27+0.2% | Added |
| Generali Asset Management SPA SGR | 11,520 | $2.27M | 0.05% | +10.0% | Added |
| Marex Group plc | 11,603 | $2.29M | 0.02% | +10,118+681.3% | Added |
| The PNC Financial Services Group, Inc. | 11,869 | $2.34M | 0.00% | +923+8.4% | Added |
| Tokio Marine Asset Management Co Ltd | 11,901 | $2.35M | 0.08% | +382+3.3% | Added |
| Triasima Portfolio Management inc. | 12,052 | $2.38M | 0.36% | −5,175−30.0% | Reduced |
| West Michigan Advisors, LLC | 12,225 | $2.41M | 0.55% | +626+5.4% | Added |
| Colony Group, LLC | 12,249 | $2.42M | 0.00% | −2,720−18.2% | Reduced |
| Alps Advisors Inc | 12,434 | $2.45M | 0.01% | −761−5.8% | Reduced |
| Osbon Capital Management LLC | 12,456 | $2.46M | 2.30% | +12,456 | New |
| Interval Partners, LP | 12,548 | $2.47M | 0.06% | −17,452−58.2% | Reduced |
| Optiver Holding B.V. | 12,767 | $2.52M | 0.05% | +12,767 | New |
| AG2R la Mondiale Gestion D'Actifs | 12,941 | $2.55M | 0.11% | +966+8.1% | Added |
| National Bank of Canada | 13,040 | $2.57M | 0.00% | −131,178−91.0% | Reduced |
| Park Avenue Securities LLC | 13,058 | $2.57M | 0.02% | −62−0.5% | Reduced |
| M&T Bank Corp | 13,122 | $2.59M | 0.01% | +2,590+24.6% | Added |
| Grandview Asset Management LLC | 13,309 | $2.62M | 0.72% | −297−2.2% | Reduced |
| Amitell Capital Pte Ltd | 13,341 | $2.63M | 2.94% | +1,447+12.2% | Added |