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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
ORG Wealth Partners, LLC64$13.2K0.00%−98−60.5%Reduced
Colonial Trust Co70$14.5K0.00%+55+366.7%Added
Cornerstone Financial Management LLC72$14.9K0.01%+33+84.6%Added
Financial Consulate, Inc74$15.3K0.00%+4+5.7%Added
GHP Investment Advisors, Inc.75$15.5K0.00%00.0%Unchanged
Evelyn Partners Investment Management LLP75$15.5K0.00%+75New
Financial Management Professionals, Inc.77$15.9K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.82$16.0K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC78$16.1K0.00%−1−1.3%Reduced
Manchester Capital Management LLC79$16.3K0.00%+17+27.4%Added
Adirondack Trust Co82$16.9K0.01%00.0%Unchanged
Sachetta, LLC82$16.9K0.01%−3−3.5%Reduced
Close Asset Management Ltd88$18.0K0.00%00.0%Unchanged
CX Institutional89$18.0K0.00%+20+29.0%Added
Atlantic Trust, LLC88$18.2K0.00%+5+6.0%Added
Glen Eagle Advisors, LLC90$18.6K0.00%00.0%Unchanged
Reyes Financial Architecture, Inc.90$18.6K0.02%00.0%Unchanged
S&T Bank90$18.6K0.01%+74+462.5%Added
Kemnay Advisory Services Inc.96$19.8K0.00%−172−64.2%Reduced
Swiss Re Ltd96$19.8K0.12%00.0%Unchanged
MPWM Advisory Solutions, LLC97$20.0K0.01%00.0%Unchanged
Private Wealth Management Group, LLC100$20.6K0.01%+100New
Hickory Point Bank & Trust100$20.6K0.01%+100New
Capital Analysts, LLC102$21.0K0.00%00.0%Unchanged
Acumen Wealth Advisors, LLC105$21.7K0.01%00.0%Unchanged
Berbice Capital Management LLC105$21.7K0.01%00.0%Unchanged
MV Capital Management, Inc.108$22.3K0.00%+25+30.1%Added
Strategic Wealth Partners, Ltd.109$22.5K0.00%+108+10,800.0%Added
Addison Advisors LLC111$22.9K0.01%+2+1.8%Added
C M Bidwell & Associates Ltd121$25.0K0.01%00.0%Unchanged
Wiser Advisor Group LLC121$25.0K0.03%00.0%Unchanged
Covestor Ltd122$25.0K0.02%−63−34.1%Reduced
Avion Wealth124$25.0K0.01%+11+9.7%Added
Armstrong Advisory Group, Inc125$25.8K0.00%−9−6.7%Reduced
Avalon Trust Co125$25.8K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC128$26.4K0.01%+128New
Ancora Advisors, LLC130$26.8K0.00%00.0%Unchanged
UMA Financial Services, Inc.130$26.8K0.00%−72−35.6%Reduced
WPG Advisers, LLC135$27.9K0.02%−39−22.4%Reduced
Smithfield Trust Co134$28.0K0.00%+32+31.4%Added
First Command Advisory Services, Inc.136$28.1K0.00%+95+231.7%Added
Private Wealth Asset Management, LLC138$28.5K0.00%00.0%Unchanged
SHP Wealth Management139$28.7K0.00%+27+24.1%Added
Brown Brothers Harriman & Co140$28.9K0.00%00.0%Unchanged
Fortitude Family Office, LLC147$30.3K0.01%+32+27.8%Added
Quaker Wealth Management, LLC148$30.5K0.01%+1+0.7%Added
RWM Asset Management, LLC150$31.0K0.00%+150New
Meeder Asset Management Inc153$31.6K0.00%−109−41.6%Reduced
FWL Investment Management, LLC158$32.6K0.01%−94−37.3%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP200$33.4K0.00%00.0%Unchanged
Westside Investment Management, Inc.165$34.9K0.01%+24+17.0%Added
Rachor Investment Advisory Services, LLC170$35.1K0.02%−6−3.4%Reduced
Legacy Bridge, LLC170$35.1K0.01%+20+13.3%Added
WealthCollab, LLC173$35.7K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC150$36.7K0.02%00.0%Unchanged
Montag A & Associates Inc185$38.2K0.00%−31−14.4%Reduced
JPL Wealth Management, LLC191$39.4K0.01%+191New
Hanson & Doremus Investment Management200$41.0K0.00%+200New
United Community Bank200$41.3K0.01%00.0%Unchanged
Central Trust Co204$42.1K0.00%+150+277.8%Added
Salomon & Ludwin, LLC204$43.2K0.00%+63+44.7%Added
Aventura Private Wealth, LLC216$44.6K0.02%−5−2.3%Reduced
Bell Investment Advisors, Inc218$45.0K0.01%+61+38.9%Added
Tiaa Trust, National Association239$49.3K0.00%−27,249−99.1%Reduced
AlphaCentric Advisors LLC239$49.3K0.05%−281−54.0%Reduced
AdvisorNet Financial, Inc244$50.3K0.00%+8+3.4%Added
Wolff Wiese Magana LLC245$50.6K0.03%+200+444.4%Added
Strive Financial Group ,LLC253$52.0K0.03%00.0%Unchanged
Elequin Capital LP253$52.2K0.00%+21+9.1%Added
Bogart Wealth, LLC253$52.2K0.00%+35+16.1%Added
Aspect Partners, LLC258$53.2K0.02%00.0%Unchanged
Cassaday & Co Wealth Management LLC259$53.4K0.00%+259New
Cullen/Frost Bankers, Inc.260$53.6K0.00%+5+2.0%Added
Richard W. Paul & Associates, LLC266$54.9K0.02%−190−41.7%Reduced
Vestor Capital, LLC265$55.0K0.00%−58,082−99.5%Reduced
Strategic Advocates LLC269$55.5K0.25%−74−21.6%Reduced
Intentional Wealth Strategies, LLC270$55.7K0.05%+270New
NBC Securities, Inc.274$56.5K0.00%+14+5.4%Added
REAP Financial Group, LLC275$56.7K0.01%00.0%Unchanged
First Horizon Corp280$57.8K0.00%−221−44.1%Reduced
Keating Financial Advisory Services, Inc.285$58.8K0.01%+64+29.0%Added
True Wealth Design, LLC286$59.0K0.02%+26+10.0%Added
Highline Wealth Partners LLC309$63.8K0.02%+260+530.6%Added
Center for Financial Planning, Inc.313$64.6K0.01%+213+213.0%Added
Massmutual Trust Co FSB317$65.4K0.00%−8−2.5%Reduced
Wellington-Altus USA Inc.267$65.5K0.04%00.0%Unchanged
TFC Financial Management320$66.0K0.01%−7−2.1%Reduced
Cornerstone Planning Group LLC272$66.5K0.01%+22+8.8%Added
Noble Wealth Management PBC330$68.1K0.03%00.0%Unchanged
Park Place Capital Corp333$68.7K0.01%−28−7.8%Reduced
GW&K Investment Management, LLC332$69.0K0.00%+332New
CoreCap Advisors, LLC338$69.7K0.00%−893−72.5%Reduced
Rothschild Investment LLC346$71.4K0.00%+153+79.3%Added
Game Plan Financial Advisors, LLC350$72.2K0.03%00.0%Unchanged
Hollencrest Capital Management358$73.9K0.00%+217+153.9%Added
Whipplewood Advisors, LLC360$74.3K0.04%+358+17,900.0%Added
Owl Creek Wealth Partners LLC365$75.3K0.03%+365New
Activest Wealth Management381$78.7K0.01%+339+807.1%Added
Hamrick Investment Counsel, llc395$81.5K0.05%00.0%Unchanged
Essential Partners LLC402$82.9K0.03%+51+14.5%Added