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Livermore
ZHEN

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.

Institutional holdersQ4 2025: 1,091 institutions
Q1 2021: 507 institutionsQ2 2021: 537 institutionsQ3 2021: 620 institutionsQ4 2021: 681 institutionsQ1 2022: 641 institutionsQ2 2022: 550 institutionsQ3 2022: 563 institutionsQ4 2022: 550 institutionsQ1 2023: 572 institutionsQ2 2023: 560 institutionsQ3 2023: 573 institutionsQ4 2023: 678 institutionsQ1 2024: 709 institutionsQ2 2024: 652 institutionsQ3 2024: 680 institutionsQ4 2024: 772 institutionsQ1 2025: 872 institutionsQ2 2025: 947 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,091 institutionsQ1 2026: 1,139 institutionsQ2 2026: 1,228 institutions
Value heldQ4 2025: $54.8B
Q1 2021: $13.7BQ2 2021: $22.6BQ3 2021: $24.6BQ4 2021: $29.8BQ1 2022: $28.0BQ2 2022: $10.3BQ3 2022: $12.9BQ4 2022: $10.9BQ1 2023: $15.1BQ2 2023: $16.0BQ3 2023: $15.8BQ4 2023: $20.7BQ1 2024: $24.2BQ2 2024: $21.1BQ3 2024: $20.7BQ4 2024: $28.4BQ1 2025: $29.8BQ2 2025: $54.3BQ3 2025: $59.1BQ4 2025: $54.8BQ1 2026: $57.1BQ2 2026: $69.8B
Institutions holding NET and their total value by quarter
QuarterHoldersValue
Q2 20261,228$69.8B
Q1 20261,139$57.1B
Q4 20251,091$54.8B
Q3 20251,039$59.1B
Q2 2025947$54.3B
Q1 2025872$29.8B
Q4 2024772$28.4B
Q3 2024680$20.7B
Q2 2024652$21.1B
Q1 2024709$24.2B
Q4 2023678$20.7B
Q3 2023573$15.8B
Q2 2023560$16.0B
Q1 2023572$15.1B
Q4 2022550$10.9B
Q3 2022563$12.9B
Q2 2022550$10.3B
Q1 2022641$28.0B
Q4 2021681$29.8B
Q3 2021620$24.6B
Q2 2021537$22.6B
Q1 2021507$13.7B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q3 2025.

Institutions holding NET in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
MidFirst Bank4,062$424.3K0.03%+4,062New
Kornitzer Capital Management Inc2,150$423.9K0.01%+2,150New
Pinnacle Wealth Management Advisory Group, LLC2,143$422.5K0.03%+546+34.2%Added
Personal Cfo Solutions, LLC2,135$420.9K0.07%−176−7.6%Reduced
Silvercrest Asset Management Group LLC2,115$417.0K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC2,110$416.0K0.04%00.0%Unchanged
Cardiff Park Advisors, LLC2,106$415.2K0.03%−220−9.5%Reduced
Shepherd Street Advisors LLC2,082$410.5K0.39%+2,082New
Benjamin Edwards Inc2,081$410.3K0.00%+563+37.1%Added
Fox Run Management, L.L.C.2,070$408.1K0.06%−3,809−64.8%Reduced
Keystone Investors Pte Ltd2,064$406.9K0.04%+2,064New
Chicago Partners Investment Group LLC2,343$406.4K0.01%−80−3.3%Reduced
Capital Performance Advisors LLP2,059$405.9K0.03%+2,059New
Van Eck Associates Corp2,045$403.0K0.00%+2,045New
Financial Perspectives, Inc2,028$399.8K0.11%+1,250+160.7%Added
Sterling Investment Advisors, Ltd.2,018$397.8K0.07%00.0%Unchanged
Jamison Private Wealth Management, Inc.2,012$396.7K0.05%+161+8.7%Added
Pacific Wealth Strategies Group, Inc.2,000$394.3K0.22%00.0%Unchanged
Lodestone Wealth Management LLC1,995$393.3K0.16%−65−3.2%Reduced
Indivisible Partners1,992$392.7K0.04%+1,992New
Quent Capital, LLC1,985$391.3K0.03%+20+1.0%Added
Sigma Planning Corp1,575$385.4K0.01%−51−3.1%Reduced
Savvy Advisors, Inc.1,953$385.0K0.01%+33+1.7%Added
Flputnam Investment Management Co1,952$384.8K0.01%+687+54.3%Added
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna1,941$382.7K0.14%+483+33.1%Added
McAdam, LLC1,940$382.5K0.02%+834+75.4%Added
Arista Wealth Management, LLC1,923$379.1K0.05%+1,923New
Hilltop Holdings Inc.1,902$375.0K0.02%−3,018−61.3%Reduced
Ameritas Advisory Services, LLC1,901$374.8K0.01%+801+72.8%Added
Fifth Lane Capital, LP1,900$374.6K0.44%+1,900New
Steward Partners Investment Advisory, LLC1,894$373.4K0.00%−175−8.5%Reduced
FineMark National Bank & Trust1,891$372.8K0.01%00.0%Unchanged
Ostrum Asset Management1,873$369.3K0.02%−621−24.9%Reduced
Simplify Asset Management Inc.1,873$369.3K0.01%+558+42.4%Added
Seven Springs Wealth Group, LLC1,869$368.5K0.11%−4,367−70.0%Reduced
Baird Financial Group, Inc.1,860$366.7K0.00%+1,860New
Ritholtz Wealth Management1,849$364.5K0.01%−46−2.4%Reduced
Massar Capital Management, LP1,832$361.2K0.07%−5,682−75.6%Reduced
Balboa Wealth Partners1,825$359.8K0.06%+13+0.7%Added
Clark Capital Management Group, Inc.1,821$359.1K0.00%+208+12.9%Added
Lotus Technology Management, LP1,815$357.8K0.20%+1,815New
We Are One Seven, LLC1,814$357.6K0.01%+96+5.6%Added
Westpac Banking Corp1,810$356.8K0.02%+385+27.0%Added
ZEGA Investments, LLC1,794$353.7K0.07%+1,794New
Aprio Wealth Management, LLC1,778$350.5K0.02%+117+7.0%Added
Capital Asset Advisory Services LLC1,759$348.3K0.01%−138−7.3%Reduced
Axxcess Wealth Management, LLC1,759$346.8K0.01%−138−7.3%Reduced
Greenleaf Trust1,752$345.4K0.00%+248+16.5%Added
Spirepoint Private Client, LLC1,747$344.4K0.03%00.0%Unchanged
Americana Partners, LLC1,739$342.8K0.01%+724+71.3%Added
AlphaCore Capital LLC1,725$340.2K0.01%+336+24.2%Added
Centaurus Financial, Inc.1,698$335.0K0.02%−385−18.5%Reduced
Prospera Financial Services Inc1,699$334.9K0.01%−3,239−65.6%Reduced
Wealthspire Advisors, LLC1,694$333.9K0.00%+880+108.1%Added
Teza Capital Management LLC1,685$332.2K1.07%+629+59.6%Added
Journey Retirement Planning & Investment Management LLC1,683$331.8K0.07%+1,683New
Cambria Investment Management, L.P.1,680$331.2K0.02%+1,680New
Dynamic Advisor Solutions LLC1,669$329.1K0.01%−30−1.8%Reduced
Bryn Mawr Trust Co1,665$328.3K0.01%−106−6.0%Reduced
Stock Yards Bank & Trust Co1,664$328.1K0.01%+326+24.4%Added
Hummer Financial Advisory Services Inc1,650$325.3K0.23%00.0%Unchanged
Lecap Asset Management Ltd1,637$322.7K0.13%+1,637New
Impact Partnership Wealth, LLC1,635$322.3K0.04%+694+73.8%Added
PFG Advisors1,631$321.6K0.02%−128−7.3%Reduced
180 Wealth Advisors, LLC1,608$317.0K0.04%+11+0.7%Added
Quadrant Private Wealth Management, LLC1,602$315.8K0.05%+237+17.4%Added
TD Waterhouse Canada Inc.1,599$315.2K0.00%+1+0.1%Added
Fideuram - Intesa Sanpaolo Private Banking S.P.A.1,594$314.3K0.01%+1,594New
Moseley Investment Management Inc1,593$314.1K0.10%−38−2.3%Reduced
Focus Financial Network, Inc.1,585$312.5K0.01%+647+69.0%Added
Argent Trust Co1,584$312.3K0.01%+49+3.2%Added
Abel Hall, LLC1,582$311.9K0.07%+1,582New
West Family Investments, Inc.1,574$310.3K0.07%−730−31.7%Reduced
Net Worth Advisory Group1,572$310.0K0.06%+1,572New
Paces Ferry Wealth Advisors, LLC1,537$303.0K0.12%00.0%Unchanged
Timothy G. Youngquist 2020 Irrevocable Trust1,537$303.0K0.26%+1,537New
Atlantic Union Bankshares Corp1,536$302.8K0.01%+52+3.5%Added
FORA Capital, LLC1,033$302.6K0.04%−11,349−91.7%Reduced
1776 Wealth LLC1,527$301.0K0.11%00.0%Unchanged
Herold Advisors, Inc.1,520$299.7K0.07%00.0%Unchanged
Gladstone Institutional Advisory LLC1,507$297.1K0.01%−6−0.4%Reduced
PDS Planning, Inc1,506$296.9K0.02%+138+10.1%Added
Moors & Cabot, Inc.1,503$296.3K0.01%−1,053−41.2%Reduced
Peak Asset Management, LLC1,500$295.7K0.05%−60−3.8%Reduced
VGI Partners Ltd1,500$295.7K0.02%+1,500New
Gateway Wealth Partners, LLC1,493$294.3K0.03%+1,493New
Warren Averett Asset Management, LLC1,490$293.8K0.00%+14+0.9%Added
Abacus Planning Group, Inc.1,485$292.8K0.04%−172−10.4%Reduced
L2 Asset Management, LLC1,474$290.6K0.04%+110+8.1%Added
Cordoba Advisory Partners LLC1,467$289.2K0.07%+1,467New
Buckingham Strategic Partners1,466$289.2K0.00%−948−39.3%Reduced
Aaron Wealth Advisors1,461$288.0K0.02%−94−6.0%Reduced
Glenmede Trust Co NA1,457$287.2K0.00%+1,457New
GAMMA Investing LLC1,446$285.1K0.01%+117+8.8%Added
Brooktree Capital Management1,445$284.9K0.19%−15−1.0%Reduced
Core Wealth Partners LLC1,440$283.9K0.13%00.0%Unchanged
Fiduciary Trust Co1,418$279.6K0.00%+1,418New
London & Capital Asset Management Ltd1,417$279.4K0.00%+1,417New
Fortis Capital Management LLC1,415$279.0K0.04%+22+1.6%Added
Mayflower Financial Advisors, LLC1,409$277.8K0.03%+102+7.8%Added