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 |
|---|---|---|---|---|---|
| Meeder Advisory Services, Inc. | 7,097 | $1.40M | 0.06% | +575+8.8% | Added |
| Advisory Resource Group | 7,010 | $1.38M | 0.24% | +545+8.4% | Added |
| Afg Fiduciary Services Limited Partnership | 6,962 | $1.36M | 0.82% | +779+12.6% | Added |
| XTX Topco Ltd | 6,867 | $1.35M | 0.04% | +4,634+207.5% | Added |
| Capula Management Ltd | 6,864 | $1.35M | 0.01% | −408−5.6% | Reduced |
| Left Brain Wealth Management, LLC | 6,822 | $1.34M | 0.47% | +1,869+37.7% | Added |
| Vise Technologies, Inc. | 6,815 | $1.34M | 0.03% | +384+6.0% | Added |
| Western Financial Corp | 6,760 | $1.33M | 0.53% | −33−0.5% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 6,610 | $1.33M | 0.07% | +6,610 | New |
| Stance Capital LLC | 6,721 | $1.33M | 0.49% | +650+10.7% | Added |
| Advisory Services Network, LLC | 6,672 | $1.32M | 0.02% | +700+11.7% | Added |
| RSM US Wealth Management LLC | 6,422 | $1.28M | 0.02% | +85+1.3% | Added |
| Everhart Financial Group, Inc. | 6,428 | $1.27M | 0.12% | −32−0.5% | Reduced |
| Principal Securities, Inc. | 6,421 | $1.27M | 0.02% | +573+9.8% | Added |
| Lazard Asset Management LLC | 6,418 | $1.27M | 0.00% | +99+1.6% | Added |
| Financial Advisory Service, Inc. | 6,388 | $1.26M | 0.08% | −313−4.7% | Reduced |
| Wealth Management Partners, LLC | 6,350 | $1.25M | 0.36% | +424+7.2% | Added |
| Shelton Wealth Management, LLC | 6,295 | $1.24M | 0.54% | +335+5.6% | Added |
| Summit Financial, LLC | 6,214 | $1.23M | 0.02% | +2,866+85.6% | Added |
| Circle Wealth Management, LLC | 6,206 | $1.22M | 0.02% | +3,010+94.2% | Added |
| Miller Financial Services LLC | 6,183 | $1.22M | 1.43% | −96−1.5% | Reduced |
| Plato Investment Management Ltd | 6,147 | $1.22M | 0.08% | +745+13.8% | Added |
| Vestcor Inc | 6,087 | $1.20M | 0.03% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 6,051 | $1.19M | 0.02% | +6,051 | New |
| Thoma Capital Management LLC | 6,036 | $1.19M | 0.69% | −605−9.1% | Reduced |
| 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 |
| Wealthedge Investment Advisors, LLC | 5,989 | $1.18M | 0.44% | +79+1.3% | Added |
| Cresset Asset Management, LLC | 5,975 | $1.18M | 0.01% | +553+10.2% | Added |
| Siemens Fonds Invest GmbH | 5,896 | $1.18M | 0.06% | +1,550+35.7% | Added |
| Mediolanum International Funds Ltd | 5,851 | $1.17M | 0.01% | −1,512−20.5% | Reduced |
| Robeco Schweiz AG | 5,900 | $1.16M | 0.03% | −25,600−81.3% | Reduced |
| Putney Financial Group LLC | 5,861 | $1.16M | 1.08% | +20.0% | Added |
| Burling Wealth Partners, LLC | 5,831 | $1.15M | 0.18% | +8+0.1% | Added |
| Harvest Fund Management Co., Ltd | 5,824 | $1.15M | 0.04% | −2,707−31.7% | Reduced |
| Highland Capital Management, LLC | 5,766 | $1.14M | 0.06% | −10,278−64.1% | Reduced |
| Grimes & Company, Inc. | 5,645 | $1.11M | 0.03% | +1,585+39.0% | Added |
| Guggenheim Capital LLC | 5,616 | $1.11M | 0.01% | −1,518−21.3% | Reduced |
| Diversify Wealth Management, LLC | 5,851 | $1.10M | 0.05% | +76+1.3% | Added |
| Pier 88 Investment Partners LLC | 5,597 | $1.10M | 0.25% | +147+2.7% | Added |
| DC Investments Management, LLC | 5,532 | $1.09M | 0.48% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 5,505 | $1.09M | 0.03% | −124−2.2% | Reduced |
| Wedmont Private Capital | 5,348 | $1.08M | 0.04% | +166+3.2% | Added |
| Merit Financial Group, LLC | 5,477 | $1.08M | 0.01% | +1,628+42.3% | Added |
| Miracle Mile Advisors, LLC | 5,409 | $1.07M | 0.02% | −8−0.1% | Reduced |
| Freestone Capital Holdings, LLC | 5,394 | $1.06M | 0.03% | +7+0.1% | Added |
| 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 |
| Stableford Capital II LLC | 5,377 | $1.06M | 0.38% | +5,377 | New |
| Paradigm Asset Management Co LLC | 5,200 | $1.03M | 0.24% | −400−7.1% | Reduced |
| Parallel Advisors, LLC | 5,104 | $1.01M | 0.02% | −126−2.4% | Reduced |
| Callan Family Office, LLC | 5,091 | $1.00M | 0.02% | +914+21.9% | Added |
| Global Retirement Partners, LLC | 5,079 | $1.00M | 0.02% | +3,422+206.5% | Added |
| Bridgewater Advisors Inc. | 5,914 | $997.1K | 0.06% | +33+0.6% | Added |
| Coldstream Capital Management Inc | 4,955 | $976.8K | 0.01% | −122−2.4% | Reduced |
| Cornerstone Enterprises, LLC | 4,944 | $974.7K | 0.47% | +742+17.7% | Added |
| Ellevest, Inc. | 4,932 | $972.3K | 0.13% | −448−8.3% | Reduced |
| EverSource Wealth Advisors, LLC | 4,905 | $967.0K | 0.04% | −4,383−47.2% | Reduced |
| Resources Investment Advisors, LLC. | 4,896 | $965.2K | 0.01% | +278+6.0% | Added |
| TCW Group Inc | 4,872 | $960.5K | 0.01% | +4,872 | New |
| HighPoint Advisor Group LLC | 4,864 | $958.9K | 0.02% | +1,383+39.7% | Added |
| HB Wealth Management, LLC | 4,842 | $954.6K | 0.01% | +748+18.3% | Added |
| Van Hulzen Asset Management, LLC | 4,815 | $949.3K | 0.07% | −440−8.4% | Reduced |
| Aquatic Capital Management LLC | 4,799 | $946.1K | 0.03% | +4,799 | New |
| Graham Capital Management, L.P. | 4,732 | $932.9K | 0.03% | +13+0.3% | Added |
| Friedenthal Financial | 4,728 | $932.1K | 0.48% | +434+10.1% | Added |
| WD Rutherford LLC | 4,692 | $925.0K | 0.39% | +4,692 | New |
| Larson Financial Group LLC | 4,679 | $922.5K | 0.03% | +1,249+36.4% | Added |
| Blueshift Asset Management, LLC | 4,671 | $920.9K | 0.27% | +1,314+39.1% | Added |
| Calamos Advisors LLC | 4,640 | $914.8K | 0.00% | −1,310−22.0% | Reduced |
| Atomi Financial Group, Inc. | 4,583 | $903.6K | 0.03% | −198−4.1% | Reduced |
| Florida Financial Advisors, LLC | 4,586 | $902.8K | 0.25% | +494+12.1% | Added |
| Dorsey & Whitney Trust CO LLC | 4,538 | $894.7K | 0.05% | −3−0.1% | Reduced |
| Daymark Wealth Partners, LLC | 4,505 | $888.2K | 0.03% | +62+1.4% | Added |
| Boothbay Fund Management, LLC | 4,496 | $886.4K | 0.02% | +2,262+101.3% | Added |
| J.W. Cole Advisors, Inc. | 4,519 | $880.5K | 0.02% | −189−4.0% | Reduced |
| GraniteShares Advisors LLC | 4,413 | $870.0K | 0.53% | +490+12.5% | Added |
| Kepler Cheuvreux (Suisse) SA | 4,410 | $869.4K | 0.05% | +4,410 | New |
| Concurrent Investment Advisors, LLC | 4,394 | $866.2K | 0.01% | +643+17.1% | Added |
| Integrated Wealth Concepts LLC | 4,386 | $864.7K | 0.01% | −6,044−57.9% | Reduced |
| Kestra Private Wealth Services, LLC | 4,294 | $846.6K | 0.01% | +954+28.6% | Added |
| Grant Private Wealth Management Inc | 4,236 | $835.1K | 0.50% | +30+0.7% | Added |
| Forum Financial Management, LP | 4,222 | $832.4K | 0.01% | +166+4.1% | Added |
| Emerald Advisers, LLC | 4,196 | $827.2K | 0.03% | −187−4.3% | Reduced |
| Pallas Capital Advisors LLC | 4,163 | $820.8K | 0.03% | +51+1.2% | Added |
| Kingsview Wealth Management, LLC | 4,130 | $814.2K | 0.01% | +1,033+33.4% | Added |
| Moneta Group Investment Advisors LLC | 4,105 | $809.3K | 0.01% | −1,602−28.1% | Reduced |
| Davis Capital Management | 4,052 | $798.9K | 0.55% | −301−6.9% | Reduced |
| Menard Financial Group LLC | 4,031 | $794.7K | 0.55% | −10.0% | Reduced |
| Avestar Capital, LLC | 4,026 | $793.9K | 0.05% | +1,619+67.3% | Added |
| Thoroughbred Financial Services, LLC | 4,012 | $790.0K | 0.05% | −25−0.6% | Reduced |
| Raiffeisen Bank International AG | 3,956 | $789.7K | 0.01% | −90−2.2% | Reduced |
| PFG Investments, LLC | 3,987 | $786.0K | 0.04% | +3,046+323.7% | Added |
| Main Street Financial Solutions, LLC | 3,979 | $784.5K | 0.06% | −5−0.1% | Reduced |
| Dara Capital US, Inc. | 3,968 | $782.3K | 0.69% | +3,968 | New |
| Northwest & Ethical Investments L.P. | 3,883 | $775.1K | 0.02% | −2,086−34.9% | Reduced |
| OpenArc Corporate Advisory, LLC | 3,894 | $767.7K | 0.01% | +3,894 | New |
| Palumbo Wealth Management LLC | 3,888 | $766.5K | 0.19% | +326+9.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 3,886 | $766.1K | 0.03% | −756−16.3% | Reduced |
| Harbour Investments, Inc. | 3,870 | $763.0K | 0.02% | +1,128+41.1% | Added |