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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.

Q1 2026 vs. Q4 2025

How the institutions holding Cloudflare, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of NET: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders1,091151,139+63
Shares278.1M36.8M277.0M+35.6M (+14.8%)
Value$54.8B$7.25B$57.1B+$9.48B (+19.9%)

15 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (180)

Institutions that held Cloudflare, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Showing the largest 100 of 180 by value.

Institutions new to NET in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC16,039,889$3.31B0.17%
Vanguard Capital Management LLC13,716,196$2.83B0.07%
Capital International Investors10,893,165$2.25B0.53%
Vanguard Fiduciary Trust Co2,002,147$413.1M0.10%
Vanguard Asset Management, Ltd541,958$111.8M0.10%
CIBC Bancorp USA Inc.494,899$102.1M0.14%
Point72 Asset Management, L.P.428,984$88.5M0.15%
Phoenix Holdings Ltd.321,817$66.4M0.63%
Capital Research Global Investors321,736$66.4M0.01%
Broad Bay Capital Management, LP304,400$62.8M6.46%
Styrax Capital, LP200,000$41.3M2.88%
Vanguard Investments Australia, Ltd.157,306$32.5M0.09%
Vanguard Global Advisers, LLC157,111$32.4M0.02%
Summit Partners Public Asset Management, LLC108,000$22.3M1.03%
Science & Technology Partners, L.P.106,525$22.0M5.76%
Rheos Capital Works Inc.100,000$20.6M1.38%
Steadfast Capital Management LP96,000$19.8M0.75%
Quadrature Capital Ltd94,421$19.5M0.23%
Tredje AP-fonden94,340$19.5M0.11%
Benchstone Capital Management LP81,483$16.8M1.96%
Wealth High Governance Asset Management Ltda.77,893$16.1M2.51%
Cinctive Capital Management LP74,460$15.4M1.01%
SEB Asset Management AB68,885$14.2M0.06%
Flight Deck Capital, LP64,600$13.3M9.70%
Jain Global LLC60,448$12.5M0.16%
BW Gestao de Investimentos Ltda.58,779$12.1M0.54%
Duquesne Family Office LLCSuperinvestorDuquesne Family Office52,535$10.8M0.37%
J. Goldman & Co LP50,700$10.5M0.48%
iA Global Asset Management Inc.44,670$9.22M0.13%
Wealth High Governance Capital Ltda42,107$8.69M2.61%
LGT Fund Management Co Ltd.39,292$8.11M0.35%
Yarbrough Capital, LLC38,845$8.02M0.28%
Robinhood Asset Management, LLC38,645$7.97M0.58%
Kadensa Capital Ltd36,953$7.62M1.06%
Insight Holdings Group, LLC32,800$6.77M0.48%
Creek Drive Management Group LLC32,200$6.64M4.17%
Hidden Lake Asset Management LP32,107$6.62M4.39%
Delta Global Management LP31,451$6.49M0.53%
Meiji Yasuda Asset Management Co Ltd.25,685$5.30M0.26%
Arrow Capital Pty Ltd25,000$4.87M4.87%
Winton Group Ltd21,869$4.51M0.16%
Healthcare of Ontario Pension Plan Trust Fund19,800$4.09M0.01%
G2 Investment Partners Management LLC17,263$3.56M0.88%
Hel Ved Capital Management Ltd16,080$3.32M0.57%
SummitTX Capital, L.P.14,085$2.91M0.09%
Night Squared LP13,615$2.81M0.41%
TIAA Wealth Investment Management LLC13,246$2.73M0.02%
Caxton Associates LLP12,278$2.53M0.06%
Saudi Central Bank11,662$2.41M0.05%
Snider Financial Group10,993$2.27M0.68%
Ardsley Advisory Partners LP10,800$2.23M0.34%
Kiley Juergens Wealth Management, LLC10,785$2.23M0.39%
Soros Fund Management LLCSuperinvestorSoros Fund Management10,781$2.22M0.03%
K.J. Harrison & Partners Inc10,100$2.08M0.34%
Meiji Yasuda Life Insurance Co10,030$2.07M0.07%
Baader Bank INC9,400$1.91M0.19%
Landscape Capital Management, L.L.C.7,833$1.62M0.10%
Polymer Capital Management (HK) LTD7,781$1.61M0.23%
Edmond de Rothschild Holding S.A.7,703$1.59M0.02%
Loup Funds, LLC7,425$1.53M0.97%
Qsemble Capital Management, LP7,296$1.51M0.12%
Leelyn Smith, LLC5,980$1.23M0.17%
Sandler Capital Management5,954$1.23M0.83%
Square Peg Capital Pty Ltd5,660$1.17M1.55%
Caitong International Asset Management Co., Ltd5,328$1.10M0.20%
Alight Capital Management LP5,000$1.03M0.30%
Shay Capital LLC5,000$1.03M0.15%
Virtu Financial LLC4,867$1.00M0.04%
China Universal Asset Management Co., Ltd.4,500$928.5K0.07%
Brighton Jones LLC4,253$877.6K0.02%
Nwam LLC4,003$826.0K0.05%
Linden Thomas Advisory Services, LLC3,619$746.7K0.07%
Oxford Financial Group Ltd3,589$740.6K0.04%
Evergreen Capital Management LLC3,459$713.7K0.02%
Tuttle Tactical Management3,426$706.9K1.16%
Patriot Financial Group Insurance Agency, LLC3,262$673.1K0.04%
Arrowroot Family Office, LLC3,105$640.7K0.21%
Twin Tree Management, LP3,049$629.1K0.13%
Archer Investment Corp2,900$598.4K0.13%
Frec Markets, Inc.2,738$565.0K0.10%
Fieldview Capital Management, LLC2,472$510.1K0.15%
Hudock, Inc.2,393$493.8K0.07%
Anchor Investment Management, LLC2,345$483.9K0.04%
QVT Financial LP2,290$472.5K0.04%
Whalen Wealth Management Inc.2,212$456.4K0.24%
Bull Harbor Capital LLC2,021$417.0K0.11%
Palidye Holdings (Caymans) Ltd1,977$407.9K0.08%
TownSquare Capital, LLC1,892$390.4K0.09%
Forefront Wealth Partners, LLC1,797$370.8K0.16%
Oxford Asset Management LLP1,639$338.2K0.14%
Laurion Capital Management LP1,629$336.1K0.03%
Rehmann Capital Advisory Group1,558$321.5K0.02%
Clear Wave Wealth Management LLC1,536$316.9K0.08%
Sanders Morris Harris LLC1,530$315.7K0.05%
Napier Financial, LLC1,527$315.1K0.07%
Gordian Capital Singapore Pte Ltd1,500$309.5K0.52%
Range Advisory, LLC1,444$297.9K0.06%
Black Swift Group, LLC1,350$278.6K0.05%
Verus Capital Partners, LLC1,345$277.5K0.02%
NorthCrest Asset Manangement, LLC1,263$267.3K0.01%

Sold out (117)

Institutions that held Cloudflare, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Showing the largest 100 of 117 by value.

Institutions that sold out of NET in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Two Sigma Advisers, LP2,340,000$461.3M
Arrowstreet Capital, Limited Partnership512,554$101.1M
Alyeska Investment Group, L.P.332,299$65.5M
Qube Research & Technologies Ltd199,064$39.2M
Jupiter Asset Management Ltd197,710$39.0M
Renaissance Technologies LLC130,400$25.7M
Tudor Investment Corp Et Al114,116$22.5M
Grandeur Peak Global Advisors, LLC83,878$16.5M
Skandinaviska Enskilda Banken AB (publ)77,695$15.3M
MUFG Securities EMEA plc73,514$14.5M
M&G Plc64,787$12.8M
Quantbot Technologies LP51,083$10.1M
Caisse de Depot Et Placement du Quebec42,831$8.44M
Strategic Planning Group, LLC41,158$8.11M
Public Sector Pension Investment Board41,000$8.08M
Simplex Trading, LLC37,976$7.49M
VMS Asset Management Limited29,060$5.73M
Alberta Investment Management Corp26,900$5.30M
Voloridge Investment Management, LLC23,516$4.64M
Affinity Wealth Management LLC20,753$4.09M
Occudo Quantitative Strategies LP19,853$3.91M
Kentucky Retirement Systems19,375$3.82M
Nwi Management LP18,000$3.55M
Entropy Technologies, LP15,988$3.15M
Edgestream Partners, L.P.14,779$2.91M
Amitell Capital Pte Ltd13,341$2.63M
Optiver Holding B.V.12,767$2.52M
Interval Partners, LP12,548$2.47M
West Michigan Advisors, LLC12,225$2.41M
Triasima Portfolio Management inc.12,052$2.38M
Axq Capital, LP10,068$1.98M
Williamson Legacy Group, LLC10,021$1.98M
BCJ Capital Management, LLC9,094$1.79M
Kovack Advisors, Inc.8,829$1.74M
Blue Jean Financial LLC8,809$1.74M
Virtue Capital Management, LLC7,746$1.52M
Mediolanum International Funds Ltd5,851$1.17M
Robeco Schweiz AG5,900$1.16M
Grimes & Company, Inc.5,645$1.11M
Aquatic Capital Management LLC4,799$946.1K
Friedenthal Financial4,728$932.1K
J. Safra Sarasin Holding AG3,731$735.6K
Dark Forest Capital Management LP3,389$668.1K
R Squared Ltd3,379$666.2K
Reliant Investment Partners, LLC3,377$665.8K
Focused Alpha, LLC3,144$619.8K
Stony Point Capital LLC2,847$561.3K
Capital CS Group, LLC2,834$558.7K
Diversify Advisory Services, LLC2,851$525.0K
Havemeyer Place LP2,372$467.6K
Alamea Verwaltungs GmbH2,519$446.7K
BankChampaign, National Association2,256$444.8K
Capstone Investment Advisors, LLC2,223$438.3K
Pinnacle Wealth Management Advisory Group, LLC2,143$422.5K
Hilltop Holdings Inc.1,902$375.0K
Fifth Lane Capital, LP1,900$374.6K
ZEGA Investments, LLC1,794$353.7K
Capital Asset Advisory Services LLC1,759$348.3K
Axxcess Wealth Management, LLC1,759$346.8K
Americana Partners, LLC1,739$342.8K
Journey Retirement Planning & Investment Management LLC1,683$331.8K
Lecap Asset Management Ltd1,637$322.7K
Fideuram - Intesa Sanpaolo Private Banking S.P.A.1,594$314.3K
Argent Trust Co1,584$312.3K
Abel Hall, LLC1,582$311.9K
FORA Capital, LLC1,033$302.6K
London & Capital Asset Management Ltd1,417$279.4K
Fortis Capital Management LLC1,415$279.0K
Oversea-Chinese Banking CORP Ltd1,321$265.1K
Covenant Partners, LLC1,335$263.2K
SFMG, LLC1,292$254.7K
Thompson David Blair1,275$251.4K
Good Steward Wealth Advisors,LLC1,212$238.9K
Wesbanco Bank Inc1,185$233.6K
Legacy Advisory Services, LLC1,175$231.7K
Conestoga Capital Advisors, LLC1,160$228.7K
Financiere des Professionnels - Fonds d,investissement inc.1,156$227.9K
Kazazian Asset Management, LLC1,150$226.7K
Fidelis Capital Partners, LLC1,120$220.8K
Flow Traders U.S. LLC1,079$213.0K
Harbour Capital Advisors, LLC1,080$211.7K
IFG Advisory, LLC1,067$210.4K
Birch Hill Investment Advisors LLC1,060$209.1K
Adams Wealth Management1,044$208.6K
CacheTech Inc.1,044$208.6K
Apriem Advisors1,016$200.3K
Greenline Wealth Management LLC853$168.2K
Aster Capital Management (DIFC) Ltd811$159.9K
Financially Speaking Inc550$108.4K
DV Trading LLC493$97.2K
Reflection Asset Management438$86.4K
Navalign, LLC350$69.0K
Hilltop National Bank308$60.7K
Stonehage Fleming Financial Services Holdings Ltd301$59.3K
CBIZ Investment Advisory Services, LLC134$26.4K
HM Payson & Co127$25.0K
Cape Investment Advisory, Inc.109$21.5K
Quest Partners LLC102$20.1K
Inlight Wealth Management, LLC100$19.7K
Elyxium Wealth, LLC87$17.2K

Not filed for Q1 2026 yet (15)

Institutions that held Cloudflare, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NET in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc32,407,646$6.39B
Norges Bank3,643,501$718.3M
CIBC Private Wealth Group, LLC556,609$109.7M
Forsta Ap-Fonden106,100$20.9M
Comerica Bank13,587$2.68M
CIBC World Markets Corp10,856$2.14M
Global Retirement Partners, LLC5,079$1.00M
Prosperity Wealth Management, Inc.2,845$560.9K
Keystone Investors Pte Ltd2,064$406.9K
FineMark National Bank & Trust1,891$372.8K
ORG Partners LLC699$137.8K
New Millennium Group LLC378$74.5K
Trust Co of Vermont39$7.69K
Motiv8 Investments LLC16$3.00K
Stephens Consulting, LLC6$1.18K