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 |
|---|---|---|---|---|---|
| Dai-Ichi Life Insurance Company, Ltd | 13,457 | $2.65M | 0.07% | +2,100+18.5% | Added |
| Robeco Institutional Asset Management B.V. | 13,482 | $2.66M | 0.00% | −5,693−29.7% | Reduced |
| Rakuten Investment Management, Inc. | 13,254 | $2.66M | 0.01% | −632,909−97.9% | Reduced |
| Natixis | 13,562 | $2.67M | 0.01% | −70,064−83.8% | Reduced |
| Comerica Bank | 13,587 | $2.68M | 0.01% | −44,386−76.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 13,800 | $2.72M | 0.02% | −1,800−11.5% | Reduced |
| Mutual of America Capital Management LLC | 13,857 | $2.73M | 0.03% | +6,111+78.9% | Added |
| Vident Advisory, LLC | 13,869 | $2.73M | 0.03% | +1,143+9.0% | Added |
| RDA Financial Network | 13,898 | $2.74M | 0.66% | +251+1.8% | Added |
| Coastal Investment Advisors, Inc. | 13,933 | $2.75M | 0.90% | +422+3.1% | Added |
| Intech Investment Management LLC | 13,938 | $2.75M | 0.02% | +3,271+30.7% | Added |
| Cannon Advisors, Inc. | 14,732 | $2.78M | 1.96% | −1,352−8.4% | Reduced |
| CIBC Asset Management Inc | 14,238 | $2.81M | 0.01% | +1,183+9.1% | Added |
| Livet Wealth, LLC | 14,481 | $2.85M | 1.76% | +14,481 | New |
| B. Metzler seel. Sohn & Co. AG | 14,509 | $2.86M | 0.02% | −1,662−10.3% | Reduced |
| Goldstream Capital Management Ltd | 14,600 | $2.88M | 1.18% | −7,578−34.2% | Reduced |
| Manufacturers Life Insurance Company, The | 14,669 | $2.89M | 0.00% | −2,621−15.2% | Reduced |
| Edgestream Partners, L.P. | 14,779 | $2.91M | 0.08% | +14,779 | New |
| Prudential PLC | 14,881 | $2.93M | 0.02% | +113+0.8% | Added |
| Hancock Whitney Corp | 15,062 | $2.97M | 0.05% | −49−0.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 15,227 | $3.00M | 0.48% | +803+5.6% | Added |
| PDT Partners, LLC | 15,292 | $3.01M | 0.20% | −600−3.8% | Reduced |
| Optas, LLC | 15,298 | $3.02M | 0.47% | +14,063+1,138.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 15,385 | $3.03M | 0.03% | +348+2.3% | Added |
| Maryland State Retirement & Pension System | 15,621 | $3.08M | 0.06% | +400+2.6% | Added |
| Taylor Frigon Capital Management LLC | 15,750 | $3.11M | 1.57% | −267−1.7% | Reduced |
| Abn Amro Investment Solutions | 15,803 | $3.12M | 0.05% | +11,225+245.2% | Added |
| GWM Advisors LLC | 15,850 | $3.12M | 0.01% | −10,178−39.1% | Reduced |
| Gulf International Bank (UK) Ltd | 15,898 | $3.13M | 0.10% | 00.0% | Unchanged |
| Entropy Technologies, LP | 15,988 | $3.15M | 0.17% | +15,988 | New |
| CWM, LLC | 16,123 | $3.18M | 0.01% | +40.0% | Added |
| Osmosis Investment Management UK Ltd | 16,181 | $3.19M | 0.08% | +16,181 | New |
| Independent Solutions Wealth Management, LLC | 16,242 | $3.20M | 0.59% | −730−4.3% | Reduced |
| Farther Finance Advisors, LLC | 16,388 | $3.23M | 0.03% | +830+5.3% | Added |
| Robocap Asset Management Ltd | 16,401 | $3.23M | 2.89% | −7,760−32.1% | Reduced |
| SWS Partners | 16,631 | $3.28M | 0.79% | −75−0.4% | Reduced |
| D.A. Davidson & Co. | 16,748 | $3.30M | 0.02% | −385−2.2% | Reduced |
| Knollwood Investment Advisory, LLC | 16,800 | $3.31M | 0.31% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 17,060 | $3.36M | 0.00% | +429+2.6% | Added |
| Sterling Capital Management LLC | 17,390 | $3.43M | 0.06% | +1,791+11.5% | Added |
| Nwi Management LP | 18,000 | $3.55M | 0.22% | 00.0% | Unchanged |
| RFG Advisory, LLC | 18,766 | $3.70M | 0.07% | −140−0.7% | Reduced |
| TrueMark Investments, LLC | 19,005 | $3.75M | 0.72% | −543−2.8% | Reduced |
| Azzad Asset Management Inc | 19,083 | $3.76M | 0.37% | +17+0.1% | Added |
| Kentucky Retirement Systems | 19,375 | $3.82M | 0.10% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 19,441 | $3.83M | 0.01% | −3,932−16.8% | Reduced |
| Meridian Wealth Management, LLC | 19,561 | $3.86M | 0.14% | +12,775+188.3% | Added |
| Summit Trail Advisors, LLC | 19,713 | $3.89M | 0.07% | +481+2.5% | Added |
| Occudo Quantitative Strategies LP | 19,853 | $3.91M | 0.26% | +19,853 | New |
| Intesa Sanpaolo S.p.A. | 19,626 | $3.92M | 0.25% | +19,626 | New |
| Oribel Capital Management, LP | 20,100 | $3.96M | 0.39% | +11,400+131.0% | Added |
| MetLife Investment Management | 20,248 | $3.99M | 0.02% | +490+2.5% | Added |
| Nicholas Investment Partners, LP | 20,472 | $4.04M | 0.29% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 20,753 | $4.09M | 0.58% | +832+4.2% | Added |
| Viking Fund Management LLC | 21,000 | $4.14M | 0.48% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 21,167 | $4.17M | 0.03% | −134−0.6% | Reduced |
| Brinker Capital Investments, LLC | 21,297 | $4.20M | 0.03% | +95+0.4% | Added |
| Nia Impact Advisors, LLC | 21,392 | $4.22M | 1.42% | +237+1.1% | Added |
| Janney Montgomery Scott LLC | 21,732 | $4.28M | 0.01% | −2,375−9.9% | Reduced |
| Trexquant Investment LP | 21,879 | $4.31M | 0.04% | +21,879 | New |
| Warm Springs Advisors Inc. | 22,198 | $4.38M | 3.39% | 00.0% | Unchanged |
| NLB Skladi, upravljanje premozenja, d.o.o. | 22,252 | $4.39M | 0.20% | +22,252 | New |
| TCG Advisory Services, LLC | 22,358 | $4.41M | 0.12% | −276−1.2% | Reduced |
| Numerai GP LLC | 22,867 | $4.51M | 0.54% | +13,377+141.0% | Added |
| ICONIQ Capital, LLC | 23,136 | $4.56M | 0.07% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 23,516 | $4.64M | 0.02% | +22,483+2,176.5% | Added |
| Mackenzie Financial Corp | 23,381 | $4.66M | 0.01% | +2,667+12.9% | Added |
| Perigon Wealth Management, LLC | 23,889 | $4.71M | 0.08% | −4,792−16.7% | Reduced |
| Norden Group LLC | 24,036 | $4.74M | 0.46% | −458−1.9% | Reduced |
| Engineers Gate Manager LP | 24,073 | $4.75M | 0.06% | −35,545−59.6% | Reduced |
| Allstate Corp | 24,080 | $4.75M | 0.06% | +12,436+106.8% | Added |
| Newbridge Financial Services Group, Inc. | 24,364 | $4.80M | 0.75% | +4,602+23.3% | Added |
| Banque Cantonale Vaudoise | 24,384 | $4.81M | 0.17% | −8,726−26.4% | Reduced |
| Spire Wealth Management | 24,671 | $4.86M | 0.16% | +3,856+18.5% | Added |
| Commerce Bank | 25,100 | $4.95M | 0.03% | −3,826−13.2% | Reduced |
| Clear Harbor Asset Management, LLC | 25,367 | $5.00M | 0.34% | −513−2.0% | Reduced |
| CI Private Wealth, LLC | 25,449 | $5.01M | 0.01% | +1,673+7.0% | Added |
| Rockefeller Capital Management L.P. | 25,571 | $5.04M | 0.01% | −6,229−19.6% | Reduced |
| Evercore Wealth Management, LLC | 25,580 | $5.04M | 0.07% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 25,825 | $5.09M | 0.02% | +24,039+1,346.0% | Added |
| Swiss Life Asset Management Ltd | 25,858 | $5.10M | 0.03% | −2,851−9.9% | Reduced |
| Nisa Investment Advisors, LLC | 25,933 | $5.11M | 0.02% | +3,658+16.4% | Added |
| Y.D. More Investments Ltd | 26,007 | $5.13M | 0.25% | −1,587−5.8% | Reduced |
| Kestra Advisory Services, LLC | 26,057 | $5.14M | 0.02% | +228+0.9% | Added |
| Amalgamated Bank | 26,649 | $5.25M | 0.04% | +1,764+7.1% | Added |
| Mercer Global Advisors Inc | 26,768 | $5.28M | 0.01% | +313+1.2% | Added |
| Alberta Investment Management Corp | 26,900 | $5.30M | 0.03% | +26,900 | New |
| Lountzis Asset Management, LLC | 26,948 | $5.31M | 1.89% | −1,609−5.6% | Reduced |
| Tiaa Trust, National Association | 27,488 | $5.42M | 0.01% | −1,883−6.4% | Reduced |
| DekaBank Deutsche Girozentrale | 55,984 | $5.47M | 0.01% | 00.0% | Unchanged |
| KP Management LLC | 27,786 | $5.48M | 1.71% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 27,835 | $5.49M | 0.12% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 27,863 | $5.49M | 0.07% | +8,133+41.2% | Added |
| Thrivent Financial for Lutherans | 28,114 | $5.54M | 0.01% | +28,114 | New |
| Holocene Advisors, LP | 28,412 | $5.60M | 0.01% | +28,412 | New |
| ASR Vermogensbeheer N.V. | 28,637 | $5.65M | 0.07% | +3,196+12.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 28,942 | $5.71M | 0.03% | −5,073−14.9% | Reduced |
| VMS Asset Management Limited | 29,060 | $5.73M | 2.21% | +29,060 | New |
| Spear Advisors LLC | 29,640 | $5.84M | 4.10% | +29,640 | New |
| Sepio Capital, LP | 29,924 | $5.90M | 0.32% | +648+2.2% | Added |