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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 12,434 | $2.45M | 0.01% | −761−5.8% | Reduced |
| Colony Group, LLC | 12,249 | $2.42M | 0.00% | −2,720−18.2% | Reduced |
| West Michigan Advisors, LLC | 12,225 | $2.41M | 0.55% | +626+5.4% | Added |
| Triasima Portfolio Management inc. | 12,052 | $2.38M | 0.36% | −5,175−30.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 11,901 | $2.35M | 0.08% | +382+3.3% | Added |
| The PNC Financial Services Group, Inc. | 11,869 | $2.34M | 0.00% | +923+8.4% | Added |
| Marex Group plc | 11,603 | $2.29M | 0.02% | +10,118+681.3% | Added |
| Generali Asset Management SPA SGR | 11,520 | $2.27M | 0.05% | +10.0% | Added |
| Malaga Cove Capital, LLC | 11,511 | $2.27M | 0.79% | +27+0.2% | Added |
| Profund Advisors LLC | 11,477 | $2.26M | 0.07% | −640−5.3% | Reduced |
| North Dakota State Investment Board | 11,379 | $2.24M | 0.08% | +11,379 | New |
| Atria Investments LLC | 11,304 | $2.23M | 0.03% | +933+9.0% | Added |
| Independent Advisor Alliance | 11,279 | $2.22M | 0.05% | −1,240−9.9% | Reduced |
| Oppenheimer & Co Inc | 11,250 | $2.22M | 0.03% | −1,578−12.3% | Reduced |
| Castle Rock Wealth Management, LLC | 13,262 | $2.22M | 0.48% | +272+2.1% | Added |
| Illinois Municipal Retirement Fund | 11,167 | $2.20M | 0.03% | +49+0.4% | Added |
| Keystone Wealth Services, LLC | 11,161 | $2.20M | 0.46% | +332+3.1% | Added |
| SBI Securities Co., Ltd. | 11,107 | $2.19M | 0.06% | +780+7.6% | Added |
| Ocean Capital Management, LLC | 11,079 | $2.18M | 0.43% | +1,015+10.1% | Added |
| SlateStone Wealth, LLC | 10,861 | $2.14M | 0.18% | +2,670+32.6% | Added |
| CIBC World Markets Corp | 10,856 | $2.14M | 0.01% | +10,856 | New |
| Keybank National Association | 10,838 | $2.14M | 0.01% | −91−0.8% | Reduced |
| Proactive Wealth Strategies LLC | 10,750 | $2.12M | 0.84% | +135+1.3% | Added |
| Index Fund Advisors, Inc. | 10,732 | $2.12M | 0.10% | −10.0% | Reduced |
| Omers Administration Corp | 10,715 | $2.11M | 0.02% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 10,692 | $2.11M | 0.07% | −183−1.7% | Reduced |
| Geneos Wealth Management Inc. | 10,625 | $2.09M | 0.05% | −849−7.4% | Reduced |
| CSM Advisors, LLC | 10,585 | $2.09M | 0.06% | +1,950+22.6% | Added |
| Kirtland Hills Capital Management, LLC | 10,493 | $2.07M | 0.73% | +176+1.7% | Added |
| Fortis Group Advisors, LLC | 11,368 | $2.02M | 0.34% | −4,729−29.4% | Reduced |
| Equitable Holdings, Inc. | 10,119 | $1.99M | 0.01% | +1,681+19.9% | Added |
| Axq Capital, LP | 10,068 | $1.98M | 0.45% | +7,305+264.4% | Added |
| Rafferty Asset Management, LLC | 10,059 | $1.98M | 0.01% | −2,254−18.3% | Reduced |
| Kassira Wealth Management LLC | 10,045 | $1.98M | 1.88% | −334−3.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,036 | $1.98M | 0.08% | +10,036 | New |
| Williamson Legacy Group, LLC | 10,021 | $1.98M | 1.54% | +2,881+40.4% | Added |
| Steel Peak Wealth Management LLC | 10,017 | $1.97M | 0.06% | −65−0.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,987 | $1.97M | 0.07% | +1,107+12.5% | Added |
| Northwestern Mutual Wealth Management Co | 9,982 | $1.97M | 0.00% | −3,322−25.0% | Reduced |
| Signaturefd, LLC | 9,960 | $1.96M | 0.03% | −237−2.3% | Reduced |
| Brandywine Managers, LLC | 9,906 | $1.95M | 0.97% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 9,859 | $1.94M | 0.00% | +1,848+23.1% | Added |
| Vestmark Advisory Solutions, Inc. | 9,733 | $1.92M | 0.03% | +6,578+208.5% | Added |
| Fund Advisors of America Inc | 9,639 | $1.90M | 1.74% | +9,639 | New |
| Mutual Advisors, LLC | 9,543 | $1.88M | 0.04% | +471+5.2% | Added |
| MBM Wealth Consultants, LLC | 9,495 | $1.87M | 0.45% | +40+0.4% | Added |
| Oppenheimer Asset Management Inc. | 9,426 | $1.86M | 0.02% | −355−3.6% | Reduced |
| Everence Capital Management Inc | 9,380 | $1.85M | 0.11% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 9,317 | $1.84M | 0.19% | +2,272+32.2% | Added |
| Calamos Wealth Management LLC | 9,270 | $1.83M | 0.06% | +22+0.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 9,100 | $1.79M | 0.45% | +3,755+70.3% | Added |
| BCJ Capital Management, LLC | 9,094 | $1.79M | 0.10% | +9,094 | New |
| MAI Capital Management | 8,985 | $1.77M | 0.01% | −1,785−16.6% | Reduced |
| United Capital Financial Advisers, LLC | 8,941 | $1.76M | 0.01% | +611+7.3% | Added |
| Titleist Asset Management, LLC | 8,935 | $1.76M | 0.14% | −999−10.1% | Reduced |
| NTV Asset Management LLC | 8,930 | $1.76M | 0.19% | −4,412−33.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,910 | $1.76M | 0.08% | +7,393+487.3% | Added |
| Kovack Advisors, Inc. | 8,829 | $1.74M | 0.08% | +6,624+300.4% | Added |
| Prudential Financial Inc | 8,716 | $1.74M | 0.00% | −9,830−53.0% | Reduced |
| Blue Jean Financial LLC | 8,809 | $1.74M | 1.41% | +8,809 | New |
| NewEdge Wealth, LLC | 8,720 | $1.72M | 0.02% | +667+8.3% | Added |
| MASTERINVEST Kapitalanlage GmbH | 8,600 | $1.72M | 0.16% | +667+8.4% | Added |
| Jacobs Levy Equity Management, Inc | 8,677 | $1.71M | 0.01% | −29,113−77.0% | Reduced |
| Mission Wealth Management, LP | 8,649 | $1.71M | 0.03% | −30−0.3% | Reduced |
| Ofi Invest Asset Management | 9,987 | $1.70M | 0.02% | +1,702+20.5% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 8,500 | $1.68M | 0.82% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 8,495 | $1.67M | 0.08% | +223+2.7% | Added |
| Brevan Howard Capital Management LP | 8,485 | $1.67M | 0.03% | −26,753−75.9% | Reduced |
| Clarus Wealth Advisors | 8,733 | $1.65M | 0.68% | +829+10.5% | Added |
| Atlas Brown,Inc. | 8,301 | $1.64M | 0.49% | −526−6.0% | Reduced |
| Leonteq Securities AG | 8,172 | $1.61M | 0.09% | +3,741+84.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,121 | $1.60M | 0.10% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 8,120 | $1.60M | 0.02% | +1,438+21.5% | Added |
| Private Advisor Group, LLC | 8,068 | $1.59M | 0.01% | +2,052+34.1% | Added |
| BNP Paribas | 8,060 | $1.59M | 0.05% | +2,312+40.2% | Added |
| Moore Capital Management, LP | 8,044 | $1.59M | 0.03% | +6,755+524.0% | Added |
| Royal Fund Management, LLC | 8,006 | $1.58M | 0.14% | +8,006 | New |
| Greycroft LP | 8,000 | $1.58M | 1.00% | +4,000+100.0% | Added |
| Sowell Financial Services LLC | 7,860 | $1.55M | 0.06% | +782+11.0% | Added |
| EP Wealth Advisors, LLC | 7,855 | $1.55M | 0.01% | +7,855 | New |
| Clearbridge Investments, LLC | 7,832 | $1.54M | 0.00% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 7,764 | $1.53M | 0.04% | +7,764 | New |
| Virtue Capital Management, LLC | 7,746 | $1.52M | 0.23% | +6,899+814.5% | Added |
| Portman Square Capital LLP | 7,698 | $1.52M | 0.26% | +2,608+51.2% | Added |
| Green Alpha Advisors, LLC | 7,558 | $1.49M | 1.37% | −398−5.0% | Reduced |
| Krane Funds Advisors LLC | 7,554 | $1.49M | 0.05% | +826+12.3% | Added |
| Skopos Labs, Inc. | 7,391 | $1.48M | 0.07% | +5,414+273.8% | Added |
| STRS Ohio | 7,510 | $1.48M | 0.01% | +131+1.8% | Added |
| 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 |
| Change Path, LLC | 7,362 | $1.45M | 0.04% | −1,419−16.2% | Reduced |
| Sciencast Management LP | 7,321 | $1.44M | 0.20% | +2,761+60.5% | Added |
| CIBC World Markets Inc. | 7,318 | $1.44M | 0.00% | −9,884−57.5% | Reduced |
| Aigen Investment Management, LP | 7,305 | $1.44M | 0.33% | +4,178+133.6% | Added |
| Ballentine Partners, LLC | 7,298 | $1.44M | 0.02% | −7−0.1% | Reduced |
| State of Alaska, Department of Revenue | 7,298 | $1.44M | 0.02% | +7,298 | New |
| Stratos Wealth Partners, LTD. | 7,158 | $1.41M | 0.02% | −134−1.8% | Reduced |
| Sequoia Financial Advisors, LLC | 7,113 | $1.40M | 0.01% | +712+11.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,112 | $1.40M | 0.00% | +489+7.4% | Added |
| LJI Wealth Management, LLC | 7,100 | $1.40M | 0.21% | 00.0% | Unchanged |