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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.

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: $10.3BQ3 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, 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
Fourth Dimension Wealth, LLC411$84.8K0.03%−75−15.4%Reduced
Signature Equity Partners, LLC412$85.0K0.05%+75+22.3%Added
Purpose Unlimited Inc.414$85.4K0.00%−3,241−88.7%Reduced
Sound Income Strategies, LLC419$86.1K0.00%+57+15.7%Added
Rossby Financial, LCC432$88.7K0.02%+188+77.0%Added
OV Management LLC446$92.0K0.19%−2,569−85.2%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.450$92.9K0.04%+450New
Zions Bancorporation, National Association450$92.9K0.01%−99−18.0%Reduced
Pinnacle Wealth Planning Services, Inc.466$96.2K0.01%+41+9.6%Added
Crewe Advisors LLC468$96.6K0.01%+20+4.5%Added
LRI Investments, LLC472$97.3K0.01%−903−65.7%Reduced
V-Square Quantitative Management LLC478$98.6K0.01%+168+54.2%Added
CVA Family Office, LLC483$99.7K0.01%+57+13.4%Added
Pingora Partners LLC500$103.2K0.06%00.0%Unchanged
Huntington National Bank508$104.8K0.00%+266+109.9%Added
Mather Group, LLC.526$108.5K0.00%+526New
Harbor Investment Advisory, LLC530$109.4K0.01%+383+260.5%Added
Parkside Financial Bank & Trust581$119.9K0.01%−73−11.2%Reduced
Pacer Advisors, Inc.583$120.0K0.00%+335+135.1%Added
Grove Bank & Trust582$120.1K0.01%+29+5.2%Added
Transamerica Financial Advisors, Inc.607$125.2K0.01%+342+129.1%Added
Murphy & Mullick Capital Management Corp608$125.5K0.09%00.0%Unchanged
Root Financial Partners, LLC615$126.9K0.01%+222+56.5%Added
Versant Capital Management, Inc635$131.0K0.01%+21+3.4%Added
Global Assets Advisory, LLC652$134.5K0.04%+652New
Financial Life Planners670$138.2K0.11%+670New
Quadrant Capital Group LLC683$140.9K0.00%00.0%Unchanged
Golden State Equity Partners703$145.1K0.01%+703New
Creative Financial Designs Inc774$159.7K0.01%−2−0.3%Reduced
Tower Research Capital LLC (TRC)803$165.7K0.00%+154+23.7%Added
SRS Capital Advisors, Inc.881$179.7K0.01%+115+15.0%Added
Spire Wealth Management877$181.0K0.01%−23,794−96.4%Reduced
Corient IA LLC890$183.6K0.17%+890New
MSA Advisors, LLC895$184.7K0.06%+895New
Tripletail Wealth Management, LLC900$190.5K0.26%−20−2.2%Reduced
CWS Financial Advisors, LLC970$200.2K0.05%+970New
Wealth Architects, LLC977$201.6K0.02%+977New
Adviser Investments LLC978$201.8K0.00%+978New
Synergy Financial Management, LLC983$202.8K0.02%+983New
Guidance Capital, Inc831$203.1K0.05%+831New
Jacobi Capital Management LLC987$203.7K0.01%+987New
Clearstead Advisors, LLC988$203.9K0.00%−89−8.3%Reduced
Shufro Rose & Co LLC1,000$206.3K0.01%+1,000New
Pacific Sun Financial Corp1,000$206.3K0.10%+1,000New
Greatmark Investment Partners, Inc.1,000$206.3K0.02%+1,000New
Chiron Capital Management, LLC1,000$206.3K0.21%+1,000New
Birchcreek Wealth Management, LLC1,000$206.3K0.10%+1,000New
Hirtle Callaghan & Co LLC1,001$206.5K0.01%+1,001New
Lewis Asset Management, LLC1,004$207.2K0.08%+1,004New
Chilton Investment Co LLC1,005$207.4K0.00%+1,005New
CSM Advisors, LLC1,023$211.0K0.01%−9,562−90.3%Reduced
Shearwater Capital LLC1,043$215.2K0.11%+3+0.3%Added
Sentinus, LLC1,043$215.2K0.02%+1,043New
Teza Capital Management LLC1,044$215.4K0.79%−641−38.0%Reduced
Pacific Excel Wealth Advisors, Inc.1,046$215.8K0.23%+1,046New
Prospect Financial Services LLC1,061$218.9K0.13%−118−10.0%Reduced
Tradewinds, LLC.1,008$219.2K0.07%+1,008New
Sym Financial Corp1,067$220.2K0.02%+1,067New
Strategic Blueprint, LLC1,072$221.2K0.01%+14+1.3%Added
Willis Johnson & Associates, Inc.1,073$221.4K0.01%−1−0.1%Reduced
Paragon Advisors, LLC1,074$221.6K0.06%00.0%Unchanged
SageView Advisory Group, LLC1,074$221.6K0.01%+51+5.0%Added
Cornerstone Wealth Management, LLC1,081$223.1K0.01%−14−1.3%Reduced
WT Wealth Management1,083$223.5K0.07%+1,083New
West Family Investments, Inc.1,085$223.9K0.08%−489−31.1%Reduced
Consolidated Capital Management, LLC1,100$227.0K0.07%00.0%Unchanged
Grand Central Investment Group1,100$227.0K0.17%+1,100New
Johnson Investment Counsel Inc1,107$228.4K0.00%00.0%Unchanged
Stock Yards Bank & Trust Co1,109$228.8K0.01%−555−33.4%Reduced
Nilsine Partners, LLC1,080$229.3K0.02%+1,080New
Howard Capital Management Inc.1,113$229.7K0.00%−1,040−48.3%Reduced
Icon Wealth Advisors, LLC1,086$230.2K0.01%+1,086New
Total Clarity Wealth Management, Inc.1,122$231.5K0.05%−55−4.7%Reduced
Pensionmark Financial Group, LLC1,132$233.6K0.00%−10−0.9%Reduced
Diversified Trust Co1,133$233.8K0.00%+1,133New
MCF Advisors LLC1,139$235.0K0.01%00.0%Unchanged
Koshinski Asset Management, Inc.1,144$236.1K0.01%+1,144New
FIL Ltd1,152$237.7K0.00%−1,843−61.5%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,158$238.9K0.00%−33−2.8%Reduced
IHT Wealth Management, LLC1,174$242.2K0.01%+1,174New
Capital Investment Advisors, LLC1,180$243.5K0.00%+1,180New
Prospera Financial Services Inc1,181$243.6K0.00%−518−30.5%Reduced
Tiaa-Cref Individual & Institutional Services, LLC1,187$245.0K0.00%+1,187New
Ameliora Wealth Management Ltd.1,190$245.5K0.08%−179−13.1%Reduced
Moors & Cabot, Inc.1,192$246.0K0.01%−311−20.7%Reduced
Focused Wealth Management, Inc1,209$249.5K0.03%+21+1.8%Added
Drucker Wealth 3.0, LLC1,214$250.5K0.04%+1,214New
Oarsman Capital, Inc.1,218$251.3K0.03%00.0%Unchanged
Basecamp Wealth Advisors LLC1,232$254.2K0.05%−2−0.2%Reduced
Alta Advisers Ltd1,235$254.8K0.09%00.0%Unchanged
Global Financial Private Client, LLC1,236$255.0K0.08%+1,236New
Bedell Frazier Investment Counseling, LLC1,238$255.4K0.05%+10+0.8%Added
Modera Wealth Management, LLC1,244$256.7K0.00%+1,244New
Advisor OS, LLC1,249$257.7K0.02%−95−7.1%Reduced
Wedbush Securities Inc1,269$262.0K0.01%+7+0.6%Added
Flagship Harbor Advisors, LLC1,274$262.9K0.01%−25−1.9%Reduced
Mirabella Financial Services LLP1,276$263.3K0.03%+1,276New
Chesapeake Capital Corp1,293$266.8K0.19%−1,294−50.0%Reduced
NorthCrest Asset Manangement, LLC1,263$267.3K0.01%+1,263New
Quotient Wealth Partners, LLC1,312$270.8K0.01%+82+6.7%Added