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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 $75.0B in total; superinvestors ARK Invest and Soros Fund Management hold it.

13F holders, Q1 2026

Institutional positions in Cloudflare, Inc. as of Mar 31, 2026. 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
1,139
+63 vs. Q4 2025
Shares held
277.0M
+35.6M (+14.8%) vs. Q4 2025
Total value
$57.1B
+$9.48B (+19.9%) vs. Q4 2025
New holders
180
484 more added
Sold out
117
341 more reduced

15 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 1,139 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 heldQ1 2026: $57.1B
Q1 2021: $13.7BQ2 2021: $22.6BQ3 2021: $24.6BQ4 2021: $29.8BQ1 2022: $28.0BQ2 2022: $10.4BQ3 2022: $12.9BQ4 2022: $11.0BQ1 2023: $16.2BQ2 2023: $16.0BQ3 2023: $15.8BQ4 2023: $23.3BQ1 2024: $29.6BQ2 2024: $21.2BQ3 2024: $20.8BQ4 2024: $28.4BQ1 2025: $30.1BQ2 2025: $54.6BQ3 2025: $61.4BQ4 2025: $54.9BQ1 2026: $57.1BQ2 2026: $75.0B
Institutions holding NET and their total value by quarter
QuarterHoldersValue
Q2 20261,228$75.0B
Q1 20261,139$57.1B
Q4 20251,091$54.9B
Q3 20251,039$61.4B
Q2 2025947$54.6B
Q1 2025872$30.1B
Q4 2024772$28.4B
Q3 2024680$20.8B
Q2 2024652$21.2B
Q1 2024709$29.6B
Q4 2023678$23.3B
Q3 2023573$15.8B
Q2 2023560$16.0B
Q1 2023572$16.2B
Q4 2022550$11.0B
Q3 2022563$12.9B
Q2 2022550$10.4B
Q1 2022641$28.0B
Q4 2021681$29.8B
Q3 2021620$24.6B
Q2 2021537$22.6B
Q1 2021507$13.7B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q4 2025.

Institutions holding NET in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Investors Portfolio Services LLC1$1930.00%+1New
ROSS\JOHNSON & Associates LLC1$2060.00%00.0%Unchanged
Abound Financial, LLC1$2060.00%+1New
Abound Wealth Management2$3430.00%00.0%Unchanged
HFM Investment Advisors, LLC2$4130.00%−55−96.5%Reduced
Key Capital Management, INC2$4130.00%−18−90.0%Reduced
Legacy Wealth Managment, LLC2$4130.00%00.0%Unchanged
Ameriflex Group, Inc.2$4130.00%00.0%Unchanged
NBT Bank N A2$4130.00%+2New
Godfrey Financial Associates, Inc.3$6190.00%00.0%Unchanged
Johnson Financial Group, Inc.3$6200.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC3$6200.00%00.0%Unchanged
Breakwater Investment Management3$6200.00%+3New
Manning & Napier Advisors LLC4$7790.00%+4New
1015 Capital Partners, LLC4$8250.00%−1−20.0%Reduced
Delta Asset Management LLC4$8250.00%00.0%Unchanged
Torren Management, LLC4$8250.00%00.0%Unchanged
TopTier Wealth Management, LLC4$8250.00%+4New
DecisionPoint Financial, LLC4$8260.00%00.0%Unchanged
Asset Dedication, LLC4$8260.00%+4New
NorthAvenue LLC4$8260.00%+4New
PayPay Securities Corp5$9870.03%−1−16.7%Reduced
Phillip James Consulting Co.4$1.00K0.00%+4New
Barnes Dennig Private Wealth Management LLC5$1.03K0.00%−686−99.3%Reduced
Atlantic Private Wealth, LLC5$1.03K0.00%00.0%Unchanged
Copia Wealth Management5$1.03K0.00%00.0%Unchanged
McIlrath & Eck, LLC5$1.03K0.00%+5New
3 Factor Indexing, LLC5$1.03K0.00%+5New
Align Financial, LLC6$1.24K0.00%−1,177−99.5%Reduced
Curio Wealth, LLC6$1.24K0.00%+6New
Trust Co7$1.44K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC7$1.44K0.00%00.0%Unchanged
Investors Research Corp7$1.44K0.00%+7New
Godsey & Gibb Associates7$1.45K0.00%00.0%Unchanged
Caitlin John, LLC8$1.65K0.00%+8New
RMG Wealth Management LLC9$1.74K0.00%+9New
Bartlett & Co. Wealth Management LLC8$1.79K0.00%+8New
Horrell Capital Management, Inc.9$1.86K0.00%00.0%Unchanged
First Pacific Financial9$1.86K0.00%+9New
Dunhill Financial, LLC9$1.86K0.00%+9New
Maseco LLP11$2.27K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.11$2.27K0.00%+11New
Seneschal Advisors, LLC11$2.27K0.00%+9+450.0%Added
Raleigh Capital Management Inc.12$2.48K0.00%+12New
American Capital Advisory, LLC12$2.48K0.00%+3+33.3%Added
Stone House Investment Management, LLC13$2.68K0.00%−147−91.9%Reduced
Clear Investment Research, LLC13$2.68K0.00%+13New
DiNuzzo Private Wealth, Inc.13$2.68K0.00%00.0%Unchanged
Vanguard National Trust Co14$2.89K0.00%+14New
Strategic Wealth Advisors LLC16$3.00K0.00%−2−11.1%Reduced
Millstone Evans Group, LLC15$3.10K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC16$3.30K0.00%00.0%Unchanged
Wealth Science Advisors LLC17$3.35K0.00%+17New
Insight Financial Services17$3.51K0.00%00.0%Unchanged
Rialto Wealth Management, LLC18$3.71K0.00%+6+50.0%Added
Bare Financial Services, Inc19$3.92K0.00%+10+111.1%Added
Prestige Wealth Management Group LLC19$3.92K0.00%−2−9.5%Reduced
Marquette Asset Management, LLC19$3.92K0.00%+19New
Oakworth Capital, Inc.20$4.13K0.00%00.0%Unchanged
Salem Investment Counselors Inc20$4.13K0.00%+20New
Vermillion Wealth Management, Inc.20$4.13K0.00%+20New
Bay Harbor Wealth Management, LLC23$4.75K0.00%+6+35.3%Added
Fairscale Capital, LLC24$4.95K0.00%00.0%Unchanged
Triumph Capital Management24$4.95K0.00%+4+20.0%Added
West Branch Capital LLC24$4.95K0.00%00.0%Unchanged
Hurley Capital, LLC25$5.16K0.00%00.0%Unchanged
BankPlus Trust Department25$5.16K0.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.25$5.16K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC25$5.16K0.00%+6+31.6%Added
Plante Moran Financial Advisors, LLC25$5.16K0.00%+25New
Princeton Global Asset Management LLC26$5.37K0.00%00.0%Unchanged
Accent Capital Management, LLC26$5.37K0.00%00.0%Unchanged
Basepoint Wealth LLC28$5.78K0.00%00.0%Unchanged
American National Bank29$5.98K0.00%−25−46.3%Reduced
Tidemark, LLC30$6.19K0.00%00.0%Unchanged
Marshall Investment Management, LLC30$6.19K0.00%+30New
Signature Resources Capital Management, LLC35$7.22K0.00%00.0%Unchanged
Kilter Group LLC35$7.22K0.00%+3+9.4%Added
Bank of Jackson Hole Trust35$7.22K0.00%+8+29.6%Added
High Note Wealth, LLC35$7.22K0.00%+31+775.0%Added
Raffa Wealth Management, LLC41$8.46K0.00%+1+2.5%Added
Wealth Preservation Advisors, LLC41$8.46K0.01%+41New
North Star Investment Management Corp.42$8.67K0.00%+9+27.3%Added
Retirement Wealth Solutions LLC42$8.67K0.01%+34+425.0%Added
Nemes Rush Group LLC46$9.49K0.00%00.0%Unchanged
Global X Japan Co., Ltd.48$9.90K0.00%+48New
Caldwell Trust Co50$10.3K0.00%+50New
Financial Network Wealth Advisors LLC51$10.5K0.01%−12−19.0%Reduced
Sittner & Nelson, LLC51$10.5K0.00%00.0%Unchanged
Wilkerson Advisory Group LLC52$10.7K0.00%+24+85.7%Added
Hughes Financial Services, LLC54$11.1K0.00%+15+38.5%Added
South State Corp.56$11.6K0.00%+2+3.7%Added
Dogwood Wealth Management LLC57$11.8K0.01%−21−26.9%Reduced
Capital Advisors, Ltd. LLC59$12.0K0.00%00.0%Unchanged
SJS Investment Consulting Inc.59$12.2K0.00%−8−11.9%Reduced
Vision Retirement, LLC60$12.4K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.60$12.4K0.00%00.0%Unchanged
Toth Financial Advisory Corp60$12.4K0.00%+4+7.1%Added
Cromwell Holdings LLC61$12.6K0.01%+9+17.3%Added
Strengthening Families & Communities, LLC62$12.8K0.00%00.0%Unchanged