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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 1,409 | $277.8K | 0.02% | +219+18.4% | Added |
| Stonekeep Investments, LLC | 1,390 | $274.0K | 0.18% | +3+0.2% | Added |
| LRI Investments, LLC | 1,375 | $271.1K | 0.02% | +930+209.0% | Added |
| Fukoku Mutual Life Insurance Co | 1,375 | $271.1K | 0.02% | −21−1.5% | Reduced |
| Krilogy Financial LLC | 1,429 | $270.6K | 0.01% | −123−7.9% | Reduced |
| Ameliora Wealth Management Ltd. | 1,369 | $269.9K | 0.08% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 1,354 | $266.9K | 0.00% | +189+16.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 1,321 | $265.1K | 0.01% | +1,321 | New |
| Advisor OS, LLC | 1,344 | $265.0K | 0.02% | +36+2.8% | Added |
| TD Private Client Wealth LLC | 1,336 | $263.4K | 0.01% | +102+8.3% | Added |
| Covenant Partners, LLC | 1,335 | $263.2K | 0.08% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,330 | $262.2K | 0.05% | +323+32.1% | Added |
| Waterloo Capital, L.P. | 1,306 | $257.5K | 0.02% | −145−10.0% | Reduced |
| Aptus Capital Advisors, LLC | 1,306 | $257.5K | 0.00% | +1,306 | New |
| Flagship Harbor Advisors, LLC | 1,299 | $256.1K | 0.01% | −692−34.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,295 | $255.3K | 0.01% | +132+11.3% | Added |
| SFMG, LLC | 1,292 | $254.7K | 0.02% | +1,292 | New |
| IMA Wealth, Inc. | 1,290 | $254.3K | 0.02% | +55+4.5% | Added |
| Thompson David Blair | 1,275 | $251.4K | 0.14% | +1,275 | New |
| Wedbush Securities Inc | 1,262 | $249.0K | 0.01% | +219+21.0% | Added |
| Diligent Investors, LLC | 1,261 | $248.6K | 0.06% | +1,261 | New |
| Resonant Capital Advisors, LLC | 1,255 | $247.4K | 0.01% | +80+6.8% | Added |
| Mount Yale Investment Advisors, LLC | 1,241 | $244.7K | 0.01% | +1,241 | New |
| Alta Advisers Ltd | 1,235 | $243.5K | 0.09% | −500−28.8% | Reduced |
| Basecamp Wealth Advisors LLC | 1,234 | $243.3K | 0.05% | +1,234 | New |
| CoreCap Advisors, LLC | 1,231 | $242.7K | 0.01% | +91+8.0% | Added |
| Quotient Wealth Partners, LLC | 1,230 | $242.6K | 0.01% | −108−8.1% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 1,228 | $242.1K | 0.05% | +144+13.3% | Added |
| Evolve Private Wealth, LLC | 1,223 | $241.1K | 0.01% | +1,223 | New |
| Horizon Investments, LLC | 1,222 | $240.9K | 0.00% | +375+44.3% | Added |
| Davenport & Co LLC | 1,220 | $240.5K | 0.00% | +1,220 | New |
| Oarsman Capital, Inc. | 1,218 | $240.1K | 0.03% | 00.0% | Unchanged |
| Good Steward Wealth Advisors,LLC | 1,212 | $238.9K | 0.16% | +1,212 | New |
| Gsa Capital Partners LLP | 1,202 | $237.0K | 0.02% | −946−44.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,191 | $234.8K | 0.00% | −252−17.5% | Reduced |
| Focused Wealth Management, Inc | 1,188 | $234.2K | 0.02% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 1,185 | $233.6K | 0.01% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 1,179 | $232.4K | 0.13% | −26−2.2% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 1,177 | $232.0K | 0.12% | +1,177 | New |
| Total Clarity Wealth Management, Inc. | 1,177 | $232.0K | 0.06% | −8−0.7% | Reduced |
| Revisor Wealth Management LLC | 1,337 | $231.7K | 0.06% | 00.0% | Unchanged |
| Legacy Advisory Services, LLC | 1,175 | $231.7K | 0.17% | −115−8.9% | Reduced |
| Conestoga Capital Advisors, LLC | 1,160 | $228.7K | 0.00% | −585−33.5% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,156 | $227.9K | 0.01% | 00.0% | Unchanged |
| Kazazian Asset Management, LLC | 1,150 | $226.7K | 0.24% | −100−8.0% | Reduced |
| Kestra Investment Management, LLC | 1,143 | $225.3K | 0.01% | +90+8.5% | Added |
| Pensionmark Financial Group, LLC | 1,142 | $225.1K | 0.00% | +1,142 | New |
| MCF Advisors LLC | 1,139 | $224.6K | 0.01% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,120 | $220.8K | 0.02% | +85+8.2% | Added |
| Johnson Investment Counsel Inc | 1,107 | $218.2K | 0.00% | −20−1.8% | Reduced |
| Silver Oak Securities, Inc | 1,090 | $217.6K | 0.01% | +57+5.5% | Added |
| Consolidated Capital Management, LLC | 1,100 | $216.9K | 0.07% | 00.0% | Unchanged |
| Intrust Bank NA | 1,100 | $216.9K | 0.02% | +1,100 | New |
| Cornerstone Wealth Management, LLC | 1,095 | $215.9K | 0.01% | −40−3.5% | Reduced |
| Flow Traders U.S. LLC | 1,079 | $213.0K | 0.01% | +1,079 | New |
| Clearstead Advisors, LLC | 1,077 | $212.3K | 0.00% | −237−18.0% | Reduced |
| Paragon Advisors, LLC | 1,074 | $211.7K | 0.06% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 1,074 | $211.7K | 0.01% | +4+0.4% | Added |
| Harbour Capital Advisors, LLC | 1,080 | $211.7K | 0.04% | −240−18.2% | Reduced |
| IFG Advisory, LLC | 1,067 | $210.4K | 0.01% | +1,067 | New |
| Birch Hill Investment Advisors LLC | 1,060 | $209.1K | 0.01% | −200−15.9% | Reduced |
| Adams Wealth Management | 1,044 | $208.6K | 0.04% | 00.0% | Unchanged |
| CacheTech Inc. | 1,044 | $208.6K | 0.04% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,058 | $208.6K | 0.01% | −693−39.6% | Reduced |
| Capital Advisors Inc | 1,048 | $206.6K | 0.00% | −26−2.4% | Reduced |
| Shearwater Capital LLC | 1,040 | $205.0K | 0.12% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,023 | $201.7K | 0.01% | +1,023 | New |
| Apriem Advisors | 1,016 | $200.3K | 0.02% | +11+1.1% | Added |
| Tripletail Wealth Management, LLC | 920 | $181.4K | 0.23% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 902 | $177.8K | 0.02% | −1,296−59.0% | Reduced |
| Greenline Wealth Management LLC | 853 | $168.2K | 0.17% | +853 | New |
| Aster Capital Management (DIFC) Ltd | 811 | $159.9K | 0.07% | +811 | New |
| Sava Infond d.o.o. | 800 | $157.7K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 776 | $153.0K | 0.01% | +25+3.3% | Added |
| SRS Capital Advisors, Inc. | 766 | $151.0K | 0.00% | −4,102−84.3% | Reduced |
| Generali Investments, Management Co LLC | 726 | $143.1K | 0.03% | −4,537−86.2% | Reduced |
| Fifth Third Bancorp | 715 | $141.0K | 0.00% | +168+30.7% | Added |
| ORG Partners LLC | 699 | $137.8K | 0.02% | +84+13.7% | Added |
| Barnes Dennig Private Wealth Management LLC | 691 | $136.2K | 0.14% | +173+33.4% | Added |
| Quadrant Capital Group LLC | 683 | $134.7K | 0.00% | −15−2.1% | Reduced |
| Parkside Financial Bank & Trust | 654 | $128.9K | 0.01% | −94−12.6% | Reduced |
| Tower Research Capital LLC (TRC) | 649 | $128.0K | 0.00% | −72−10.0% | Reduced |
| Versant Capital Management, Inc | 614 | $121.0K | 0.02% | +4+0.7% | Added |
| Murphy & Mullick Capital Management Corp | 608 | $119.9K | 0.09% | 00.0% | Unchanged |
| Grove Bank & Trust | 553 | $109.0K | 0.01% | 00.0% | Unchanged |
| Financially Speaking Inc | 550 | $108.4K | 0.07% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 549 | $108.2K | 0.01% | +416+312.8% | Added |
| AlphaCentric Advisors LLC | 520 | $102.5K | 0.10% | +520 | New |
| First Horizon Corp | 501 | $98.8K | 0.00% | +211+72.8% | Added |
| Pingora Partners LLC | 500 | $98.6K | 0.06% | 00.0% | Unchanged |
| DV Trading LLC | 493 | $97.2K | 0.01% | +493 | New |
| Fourth Dimension Wealth, LLC | 486 | $95.8K | 0.03% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 456 | $89.9K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 448 | $88.3K | 0.01% | +10+2.3% | Added |
| Reflection Asset Management | 438 | $86.4K | 0.06% | +438 | New |
| CVA Family Office, LLC | 426 | $84.0K | 0.01% | +4+0.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 425 | $83.8K | 0.01% | +425 | New |
| Hamrick Investment Counsel, llc | 395 | $77.9K | 0.06% | +395 | New |
| Root Financial Partners, LLC | 393 | $77.5K | 0.00% | +72+22.4% | Added |
| New Millennium Group LLC | 378 | $74.5K | 0.03% | −25−6.2% | Reduced |