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 |
|---|---|---|---|---|---|
| Prelude Capital Management, LLC | 3,808 | $750.7K | 0.06% | −549−12.6% | Reduced |
| LeConte Wealth Management, LLC | 3,794 | $748.0K | 0.49% | +519+15.8% | Added |
| J. Safra Sarasin Holding AG | 3,731 | $735.6K | 0.01% | +3,731 | New |
| Alphadyne Asset Management LP | 3,706 | $730.6K | 0.07% | +3,653+6,892.5% | Added |
| LRT Capital Management, LLC | 3,703 | $730.0K | 0.63% | +591+19.0% | Added |
| Yousif Capital Management, LLC | 4,111 | $729.4K | 0.01% | +109+2.7% | Added |
| Apollon Wealth Management, LLC | 3,695 | $728.5K | 0.01% | −19−0.5% | Reduced |
| Cynosure Management, LLC | 3,682 | $725.9K | 0.07% | −812−18.1% | Reduced |
| Hill Island Financial LLC | 3,677 | $724.9K | 0.17% | +3,677 | New |
| Odyssean, LLC | 3,672 | $723.9K | 0.52% | +3,672 | New |
| Altshuler Shaham Ltd | 3,671 | $723.7K | 0.01% | +2,659+262.7% | Added |
| Kingswood Wealth Advisors, LLC | 3,667 | $722.9K | 0.03% | +1,312+55.7% | Added |
| Purpose Unlimited Inc. | 3,655 | $720.6K | 0.03% | +3,655 | New |
| Cache Advisors, LLC | 3,650 | $719.6K | 0.09% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,590 | $707.8K | 0.00% | +300+9.1% | Added |
| Powell Investment Advisors, LLC | 3,583 | $706.4K | 0.24% | 00.0% | Unchanged |
| AXS Investments LLC | 3,558 | $701.5K | 0.24% | −10.0% | Reduced |
| Central Pacific Bank - Trust Division | 3,503 | $690.6K | 0.08% | +348+11.0% | Added |
| Sagespring Wealth Partners, LLC | 3,482 | $686.5K | 0.01% | +14+0.4% | Added |
| Dark Forest Capital Management LP | 3,389 | $668.1K | 0.03% | −422−11.1% | Reduced |
| R Squared Ltd | 3,379 | $666.2K | 0.31% | +3,379 | New |
| Reliant Investment Partners, LLC | 3,377 | $665.8K | 0.52% | +61+1.8% | Added |
| Mount Lucas Management LP | 3,358 | $662.0K | 0.29% | −62−1.8% | Reduced |
| United Advisor Group, LLC | 3,337 | $657.9K | 0.08% | −828−19.9% | Reduced |
| Synergy Financial Group, LTD | 3,327 | $655.9K | 0.46% | −29−0.9% | Reduced |
| Sivia Capital Partners, LLC | 3,327 | $655.9K | 0.13% | +1,157+53.3% | Added |
| Avanza Fonder AB | 3,323 | $655.1K | 0.02% | +3,323 | New |
| Crossmark Global Holdings, Inc. | 3,320 | $654.5K | 0.01% | +404+13.9% | Added |
| Brookstone Capital Management | 3,274 | $645.5K | 0.01% | −533−14.0% | Reduced |
| Westwood Holdings Group Inc. | 3,235 | $637.8K | 0.01% | −149−4.4% | Reduced |
| International Assets Investment Management, LLC | 3,234 | $637.6K | 0.04% | −125−3.7% | Reduced |
| Argos Wealth Advisors, LLC | 3,208 | $632.5K | 0.18% | +3,208 | New |
| Fedenia Advisers LLC | 3,192 | $629.3K | 0.24% | +32+1.0% | Added |
| Gibbs Wealth Management | 3,441 | $628.9K | 0.15% | −1,248−26.6% | Reduced |
| Clear Street Group Inc. | 3,187 | $628.3K | 0.00% | +3,187 | New |
| Dynasty Wealth Management, LLC | 3,179 | $626.7K | 0.01% | +141+4.6% | Added |
| Camden Capital, LLC | 3,156 | $622.3K | 0.04% | +57+1.8% | Added |
| Focused Alpha, LLC | 3,144 | $619.8K | 0.18% | +3,144 | New |
| Truvestments Capital LLC | 3,112 | $613.6K | 0.11% | +385+14.1% | Added |
| Wealthcare Advisory Partners LLC | 3,098 | $610.8K | 0.01% | −239−7.2% | Reduced |
| GAM Holding AG | 3,085 | $608.2K | 0.04% | +1,782+136.8% | Added |
| Cigna Investments Inc | 3,062 | $604.0K | 0.09% | +61+2.0% | Added |
| Independence Bank of Kentucky | 3,020 | $595.4K | 0.07% | −240−7.4% | Reduced |
| OV Management LLC | 3,015 | $594.4K | 0.51% | −47−1.5% | Reduced |
| Farmers Trust Co | 3,000 | $591.5K | 0.10% | 00.0% | Unchanged |
| Pacific Point Advisors, LLC | 3,000 | $591.5K | 0.32% | +3,000 | New |
| FIL Ltd | 2,995 | $590.5K | 0.00% | +522+21.1% | Added |
| Driehaus Capital Management LLC | 2,974 | $586.3K | 0.00% | +453+18.0% | Added |
| Cravens & Co Advisors, LLC | 3,072 | $579.7K | 0.38% | −705−18.7% | Reduced |
| Bridges Investment Management Inc | 2,935 | $578.6K | 0.01% | +840+40.1% | Added |
| DRW Securities, LLC | 2,933 | $578.2K | 0.04% | +2,933 | New |
| National Asset Management, Inc. | 2,914 | $574.5K | 0.03% | +982+50.8% | Added |
| Frank, Rimerman Advisors LLC | 2,873 | $566.4K | 0.04% | +52+1.8% | Added |
| Evoke Wealth, LLC | 2,868 | $565.4K | 0.01% | −95−3.2% | Reduced |
| Two Sigma Securities, LLC | 2,865 | $564.8K | 0.08% | +1,854+183.4% | Added |
| Stony Point Capital LLC | 2,847 | $561.3K | 0.04% | −63,506−95.7% | Reduced |
| Prosperity Wealth Management, Inc. | 2,845 | $560.9K | 0.19% | +2,845 | New |
| Allworth Financial LP | 2,835 | $558.9K | 0.00% | +857+43.3% | Added |
| Capital CS Group, LLC | 2,834 | $558.7K | 0.89% | +2,834 | New |
| Sovran Advisors, LLC | 3,004 | $553.2K | 0.05% | +109+3.8% | Added |
| Ronald Blue Trust, Inc. | 2,774 | $546.8K | 0.01% | −109−3.8% | Reduced |
| Pinnacle Associates Ltd | 2,755 | $543.1K | 0.01% | +536+24.2% | Added |
| Huntleigh Advisors, Inc. | 2,747 | $541.6K | 0.09% | +128+4.9% | Added |
| Portside Wealth Group, LLC | 2,721 | $536.4K | 0.07% | −391−12.6% | Reduced |
| Clarendon Private LLC | 2,687 | $529.7K | 0.45% | −6−0.2% | Reduced |
| Diversify Advisory Services, LLC | 2,851 | $525.0K | 0.02% | −46−1.6% | Reduced |
| GTS Securities LLC | 2,652 | $522.8K | 0.02% | +389+17.2% | Added |
| Premier Path Wealth Partners, LLC | 2,646 | $521.6K | 0.07% | +122+4.8% | Added |
| Eddie Patel Inc | 2,643 | $521.0K | 0.39% | +2,643 | New |
| Insigneo Advisory Services, LLC | 2,630 | $518.5K | 0.04% | +356+15.7% | Added |
| Ring Mountain Capital, LLC | 2,793 | $514.0K | 0.26% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 3,080 | $514.0K | 0.14% | +3,080 | New |
| Fiduciary Planning LLC | 2,590 | $510.6K | 0.15% | −76−2.9% | Reduced |
| Chesapeake Capital Corp | 2,587 | $510.0K | 0.43% | 00.0% | Unchanged |
| Savant Capital, LLC | 2,565 | $505.7K | 0.00% | +400+18.5% | Added |
| Gill Capital Partners, LLC | 2,544 | $501.6K | 0.15% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,511 | $495.0K | 0.01% | +158+6.7% | Added |
| Bokf, NA | 2,506 | $494.1K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 2,498 | $492.5K | 0.01% | −2,260−47.5% | Reduced |
| Smartleaf Asset Management LLC | 2,454 | $489.9K | 0.02% | +274+12.6% | Added |
| Umb Bank N A | 2,456 | $484.2K | 0.01% | +26+1.1% | Added |
| Legato Capital Management LLC | 2,438 | $480.7K | 0.04% | +2,438 | New |
| Advisors Asset Management, Inc. | 2,434 | $479.9K | 0.01% | +1,070+78.4% | Added |
| Avant Financial Advisors LLC | 2,400 | $473.2K | 0.34% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2,386 | $470.4K | 0.15% | −767−24.3% | Reduced |
| Havemeyer Place LP | 2,372 | $467.6K | 0.09% | +2,372 | New |
| Ossiam | 2,360 | $465.3K | 0.01% | −1,108−31.9% | Reduced |
| LVW Advisors, LLC | 2,349 | $463.1K | 0.05% | −458−16.3% | Reduced |
| Mosley Wealth Management | 2,075 | $456.5K | 0.21% | +2,075 | New |
| KPP Advisory Services LLC | 2,305 | $454.4K | 0.07% | +469+25.5% | Added |
| Snowden Capital Advisors LLC | 2,276 | $448.7K | 0.01% | −211−8.5% | Reduced |
| Alamea Verwaltungs GmbH | 2,519 | $446.7K | 0.30% | +590+30.6% | Added |
| BankChampaign, National Association | 2,256 | $444.8K | 0.44% | +2,256 | New |
| Nomura Holdings Inc | 2,255 | $444.6K | 0.00% | +601+36.3% | Added |
| Souders Financial Advisors | 2,253 | $444.2K | 0.05% | −29−1.3% | Reduced |
| Qtron Investments LLC | 2,245 | $442.6K | 0.06% | −548−19.6% | Reduced |
| Capstone Investment Advisors, LLC | 2,223 | $438.3K | 0.00% | −1,804−44.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,196 | $432.9K | 0.02% | 00.0% | Unchanged |
| Ascent Group, LLC | 2,194 | $432.5K | 0.01% | +45+2.1% | Added |
| Howard Capital Management Inc. | 2,153 | $424.5K | 0.01% | +11+0.5% | Added |