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 |
|---|---|---|---|---|---|
| KP Management LLC | 27,786 | $5.48M | 1.71% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 55,984 | $5.47M | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 27,488 | $5.42M | 0.01% | −1,883−6.4% | Reduced |
| Lountzis Asset Management, LLC | 26,948 | $5.31M | 1.89% | −1,609−5.6% | Reduced |
| Alberta Investment Management Corp | 26,900 | $5.30M | 0.03% | +26,900 | New |
| Mercer Global Advisors Inc | 26,768 | $5.28M | 0.01% | +313+1.2% | Added |
| Amalgamated Bank | 26,649 | $5.25M | 0.04% | +1,764+7.1% | Added |
| Kestra Advisory Services, LLC | 26,057 | $5.14M | 0.02% | +228+0.9% | Added |
| Y.D. More Investments Ltd | 26,007 | $5.13M | 0.25% | −1,587−5.8% | Reduced |
| Nisa Investment Advisors, LLC | 25,933 | $5.11M | 0.02% | +3,658+16.4% | Added |
| Swiss Life Asset Management Ltd | 25,858 | $5.10M | 0.03% | −2,851−9.9% | Reduced |
| Panagora Asset Management Inc | 25,825 | $5.09M | 0.02% | +24,039+1,346.0% | Added |
| Evercore Wealth Management, LLC | 25,580 | $5.04M | 0.07% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 25,571 | $5.04M | 0.01% | −6,229−19.6% | Reduced |
| CI Private Wealth, LLC | 25,449 | $5.01M | 0.01% | +1,673+7.0% | Added |
| Clear Harbor Asset Management, LLC | 25,367 | $5.00M | 0.34% | −513−2.0% | Reduced |
| Commerce Bank | 25,100 | $4.95M | 0.03% | −3,826−13.2% | Reduced |
| Spire Wealth Management | 24,671 | $4.86M | 0.16% | +3,856+18.5% | Added |
| Banque Cantonale Vaudoise | 24,384 | $4.81M | 0.17% | −8,726−26.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 24,364 | $4.80M | 0.75% | +4,602+23.3% | Added |
| Allstate Corp | 24,080 | $4.75M | 0.06% | +12,436+106.8% | Added |
| Engineers Gate Manager LP | 24,073 | $4.75M | 0.06% | −35,545−59.6% | Reduced |
| Norden Group LLC | 24,036 | $4.74M | 0.46% | −458−1.9% | Reduced |
| Perigon Wealth Management, LLC | 23,889 | $4.71M | 0.08% | −4,792−16.7% | Reduced |
| Mackenzie Financial Corp | 23,381 | $4.66M | 0.01% | +2,667+12.9% | Added |
| Voloridge Investment Management, LLC | 23,516 | $4.64M | 0.02% | +22,483+2,176.5% | Added |
| ICONIQ Capital, LLC | 23,136 | $4.56M | 0.07% | 00.0% | Unchanged |
| Numerai GP LLC | 22,867 | $4.51M | 0.54% | +13,377+141.0% | Added |
| TCG Advisory Services, LLC | 22,358 | $4.41M | 0.12% | −276−1.2% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 22,252 | $4.39M | 0.20% | +22,252 | New |
| Warm Springs Advisors Inc. | 22,198 | $4.38M | 3.39% | 00.0% | Unchanged |
| Trexquant Investment LP | 21,879 | $4.31M | 0.04% | +21,879 | New |
| Janney Montgomery Scott LLC | 21,732 | $4.28M | 0.01% | −2,375−9.9% | Reduced |
| Nia Impact Advisors, LLC | 21,392 | $4.22M | 1.42% | +237+1.1% | Added |
| Brinker Capital Investments, LLC | 21,297 | $4.20M | 0.03% | +95+0.4% | Added |
| Beacon Pointe Advisors, LLC | 21,167 | $4.17M | 0.03% | −134−0.6% | Reduced |
| Viking Fund Management LLC | 21,000 | $4.14M | 0.48% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 20,753 | $4.09M | 0.58% | +832+4.2% | Added |
| Nicholas Investment Partners, LP | 20,472 | $4.04M | 0.29% | 00.0% | Unchanged |
| MetLife Investment Management | 20,248 | $3.99M | 0.02% | +490+2.5% | Added |
| Oribel Capital Management, LP | 20,100 | $3.96M | 0.39% | +11,400+131.0% | Added |
| Intesa Sanpaolo S.p.A. | 19,626 | $3.92M | 0.25% | +19,626 | New |
| Occudo Quantitative Strategies LP | 19,853 | $3.91M | 0.26% | +19,853 | New |
| Summit Trail Advisors, LLC | 19,713 | $3.89M | 0.07% | +481+2.5% | Added |
| Meridian Wealth Management, LLC | 19,561 | $3.86M | 0.14% | +12,775+188.3% | Added |
| Federation des caisses Desjardins du Quebec | 19,441 | $3.83M | 0.01% | −3,932−16.8% | Reduced |
| Kentucky Retirement Systems | 19,375 | $3.82M | 0.10% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 19,083 | $3.76M | 0.37% | +17+0.1% | Added |
| TrueMark Investments, LLC | 19,005 | $3.75M | 0.72% | −543−2.8% | Reduced |
| RFG Advisory, LLC | 18,766 | $3.70M | 0.07% | −140−0.7% | Reduced |
| Nwi Management LP | 18,000 | $3.55M | 0.22% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 17,390 | $3.43M | 0.06% | +1,791+11.5% | Added |
| Jones Financial Companies LLLP | 17,060 | $3.36M | 0.00% | +429+2.6% | Added |
| Knollwood Investment Advisory, LLC | 16,800 | $3.31M | 0.31% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 16,748 | $3.30M | 0.02% | −385−2.2% | Reduced |
| SWS Partners | 16,631 | $3.28M | 0.79% | −75−0.4% | Reduced |
| Robocap Asset Management Ltd | 16,401 | $3.23M | 2.89% | −7,760−32.1% | Reduced |
| Farther Finance Advisors, LLC | 16,388 | $3.23M | 0.03% | +830+5.3% | Added |
| Independent Solutions Wealth Management, LLC | 16,242 | $3.20M | 0.59% | −730−4.3% | Reduced |
| Osmosis Investment Management UK Ltd | 16,181 | $3.19M | 0.08% | +16,181 | New |
| CWM, LLC | 16,123 | $3.18M | 0.01% | +40.0% | Added |
| Entropy Technologies, LP | 15,988 | $3.15M | 0.17% | +15,988 | New |
| Gulf International Bank (UK) Ltd | 15,898 | $3.13M | 0.10% | 00.0% | Unchanged |
| GWM Advisors LLC | 15,850 | $3.12M | 0.01% | −10,178−39.1% | Reduced |
| Abn Amro Investment Solutions | 15,803 | $3.12M | 0.05% | +11,225+245.2% | Added |
| Taylor Frigon Capital Management LLC | 15,750 | $3.11M | 1.57% | −267−1.7% | Reduced |
| Maryland State Retirement & Pension System | 15,621 | $3.08M | 0.06% | +400+2.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 15,385 | $3.03M | 0.03% | +348+2.3% | Added |
| Optas, LLC | 15,298 | $3.02M | 0.47% | +14,063+1,138.7% | Added |
| PDT Partners, LLC | 15,292 | $3.01M | 0.20% | −600−3.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 15,227 | $3.00M | 0.48% | +803+5.6% | Added |
| Hancock Whitney Corp | 15,062 | $2.97M | 0.05% | −49−0.3% | Reduced |
| Prudential PLC | 14,881 | $2.93M | 0.02% | +113+0.8% | Added |
| Edgestream Partners, L.P. | 14,779 | $2.91M | 0.08% | +14,779 | New |
| Manufacturers Life Insurance Company, The | 14,669 | $2.89M | 0.00% | −2,621−15.2% | Reduced |
| Goldstream Capital Management Ltd | 14,600 | $2.88M | 1.18% | −7,578−34.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 14,509 | $2.86M | 0.02% | −1,662−10.3% | Reduced |
| Livet Wealth, LLC | 14,481 | $2.85M | 1.76% | +14,481 | New |
| CIBC Asset Management Inc | 14,238 | $2.81M | 0.01% | +1,183+9.1% | Added |
| Cannon Advisors, Inc. | 14,732 | $2.78M | 1.96% | −1,352−8.4% | Reduced |
| Intech Investment Management LLC | 13,938 | $2.75M | 0.02% | +3,271+30.7% | Added |
| Coastal Investment Advisors, Inc. | 13,933 | $2.75M | 0.90% | +422+3.1% | Added |
| RDA Financial Network | 13,898 | $2.74M | 0.66% | +251+1.8% | Added |
| Vident Advisory, LLC | 13,869 | $2.73M | 0.03% | +1,143+9.0% | Added |
| Mutual of America Capital Management LLC | 13,857 | $2.73M | 0.03% | +6,111+78.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 13,800 | $2.72M | 0.02% | −1,800−11.5% | Reduced |
| Comerica Bank | 13,587 | $2.68M | 0.01% | −44,386−76.6% | Reduced |
| Natixis | 13,562 | $2.67M | 0.01% | −70,064−83.8% | Reduced |
| Rakuten Investment Management, Inc. | 13,254 | $2.66M | 0.01% | −632,909−97.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 13,482 | $2.66M | 0.00% | −5,693−29.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 13,457 | $2.65M | 0.07% | +2,100+18.5% | Added |
| Amitell Capital Pte Ltd | 13,341 | $2.63M | 2.94% | +1,447+12.2% | Added |
| Grandview Asset Management LLC | 13,309 | $2.62M | 0.72% | −297−2.2% | Reduced |
| M&T Bank Corp | 13,122 | $2.59M | 0.01% | +2,590+24.6% | Added |
| Park Avenue Securities LLC | 13,058 | $2.57M | 0.02% | −62−0.5% | Reduced |
| National Bank of Canada | 13,040 | $2.57M | 0.00% | −131,178−91.0% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 12,941 | $2.55M | 0.11% | +966+8.1% | Added |
| Optiver Holding B.V. | 12,767 | $2.52M | 0.05% | +12,767 | New |
| Interval Partners, LP | 12,548 | $2.47M | 0.06% | −17,452−58.2% | Reduced |
| Osbon Capital Management LLC | 12,456 | $2.46M | 2.30% | +12,456 | New |