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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
Diligent Investors, LLC1,315$271.3K0.07%+54+4.3%Added
HighPoint Advisor Group LLC1,336$275.7K0.01%−3,528−72.5%Reduced
Kestra Investment Management, LLC1,338$276.1K0.00%+195+17.1%Added
Silver Oak Securities, Inc1,340$276.5K0.02%+250+22.9%Added
Pinnacle Associates Ltd1,344$277.3K0.00%−1,411−51.2%Reduced
Verus Capital Partners, LLC1,345$277.5K0.02%+1,345New
Black Swift Group, LLC1,350$278.6K0.05%+1,350New
U.S. Capital Wealth Advisors, LLC1,365$281.7K0.01%+70+5.4%Added
Davenport & Co LLC1,373$283.3K0.00%+153+12.5%Added
Fukoku Mutual Life Insurance Co1,375$283.7K0.02%00.0%Unchanged
DRW Securities, LLC1,383$285.4K0.02%−1,550−52.8%Reduced
Net Worth Advisory Group1,385$285.8K0.06%−187−11.9%Reduced
Walser Wealth Management Company, A Ltd Liability Co1,386$286.1K0.13%+209+17.8%Added
Revisor Wealth Management LLC1,390$286.9K0.08%+53+4.0%Added
Stonekeep Investments, LLC1,395$287.9K0.19%+5+0.4%Added
Mayflower Financial Advisors, LLC1,396$288.1K0.04%−13−0.9%Reduced
Sunbelt Securities, Inc.1,409$290.7K0.02%00.0%Unchanged
Fiduciary Trust Co1,428$294.6K0.00%+10+0.7%Added
Core Wealth Partners LLC1,440$297.1K0.14%00.0%Unchanged
Huntleigh Advisors, Inc.1,441$297.3K0.05%−1,306−47.5%Reduced
Range Advisory, LLC1,444$297.9K0.06%+1,444New
Insigneo Advisory Services, LLC1,446$298.4K0.02%−1,184−45.0%Reduced
Forum Financial Management, LP1,448$298.8K0.00%−2,774−65.7%Reduced
CBOE Vest Financial, LLC1,458$300.8K0.00%+104+7.7%Added
Cordoba Advisory Partners LLC1,467$302.7K0.08%00.0%Unchanged
Glenmede Trust Co NA1,468$302.9K0.00%+11+0.8%Added
Waterloo Capital, L.P.1,476$304.6K0.02%+170+13.0%Added
Abacus Planning Group, Inc.1,485$306.4K0.04%00.0%Unchanged
Atlantic Union Bankshares Corp1,491$307.7K0.01%−45−2.9%Reduced
Peak Asset Management, LLC1,500$309.5K0.05%00.0%Unchanged
Gordian Capital Singapore Pte Ltd1,500$309.5K0.52%+1,500New
Gladstone Institutional Advisory LLC1,507$311.0K0.01%00.0%Unchanged
Mount Lucas Management LP1,512$312.0K0.12%−1,846−55.0%Reduced
Herold Advisors, Inc.1,520$313.6K0.07%00.0%Unchanged
1776 Wealth LLC1,527$315.1K0.12%00.0%Unchanged
Napier Financial, LLC1,527$315.1K0.07%+1,527New
Sanders Morris Harris LLC1,530$315.7K0.05%+1,530New
Clear Wave Wealth Management LLC1,536$316.9K0.08%+1,536New
Aptus Capital Advisors, LLC1,544$318.6K0.00%+238+18.2%Added
Paces Ferry Wealth Advisors, LLC1,556$321.1K0.13%+19+1.2%Added
Rehmann Capital Advisory Group1,558$321.5K0.02%+1,558New
Simplify Asset Management Inc.1,566$323.1K0.00%−307−16.4%Reduced
Drive Wealth Management, LLC1,576$325.2K0.07%+246+18.5%Added
Evolve Private Wealth, LLC1,589$327.9K0.02%+366+29.9%Added
Moseley Investment Management Inc1,593$328.7K0.10%00.0%Unchanged
L2 Asset Management, LLC1,595$329.1K0.03%+121+8.2%Added
Westpac Banking Corp1,602$330.6K0.02%−208−11.5%Reduced
Capital Advisors Inc1,609$332.0K0.01%+561+53.5%Added
Lotus Technology Management, LP1,616$333.4K1.24%−199−11.0%Reduced
TD Private Client Wealth LLC1,627$335.7K0.01%+291+21.8%Added
Laurion Capital Management LP1,629$336.1K0.03%+1,629New
180 Wealth Advisors, LLC1,637$337.8K0.04%+29+1.8%Added
Oxford Asset Management LLP1,639$338.2K0.14%+1,639New
Quadrant Private Wealth Management, LLC1,653$341.1K0.05%+51+3.2%Added
Cynosure Management, LLC1,664$343.4K0.04%−2,018−54.8%Reduced
Bryn Mawr Trust Co1,689$348.5K0.01%+24+1.4%Added
Balboa Wealth Partners1,692$349.1K0.06%−133−7.3%Reduced
Horizon Investments, LLC1,692$349.1K0.00%+470+38.5%Added
AlphaCore Capital LLC1,695$349.8K0.01%−30−1.7%Reduced
Two Sigma Securities, LLC1,712$353.3K0.04%−1,153−40.2%Reduced
Resonant Capital Advisors, LLC1,716$354.1K0.02%+461+36.7%Added
Aaron Wealth Advisors1,718$354.5K0.02%+257+17.6%Added
Cardiff Park Advisors, LLC1,726$356.1K0.03%−380−18.0%Reduced
Spirepoint Private Client, LLC1,747$360.5K0.03%00.0%Unchanged
Gsa Capital Partners LLP1,755$362.0K0.02%+553+46.0%Added
Sterling Investment Advisors, Ltd.1,768$364.8K0.07%−250−12.4%Reduced
Centaurus Financial, Inc.1,780$367.0K0.02%+82+4.8%Added
Forefront Wealth Partners, LLC1,797$370.8K0.16%+1,797New
GTS Securities LLC1,799$371.2K0.01%−853−32.2%Reduced
Hummer Financial Advisory Services Inc1,800$371.4K0.26%+150+9.1%Added
Sivia Capital Partners, LLC1,803$372.0K0.07%−1,524−45.8%Reduced
Intrust Bank NA1,807$372.9K0.03%+707+64.3%Added
PDS Planning, Inc1,820$375.5K0.02%+314+20.8%Added
Eddie Patel Inc1,822$376.0K0.29%−821−31.1%Reduced
Liberty One Investment Management, LLC1,827$377.0K0.04%+925+102.5%Added
Ritholtz Wealth Management1,829$377.4K0.01%−20−1.1%Reduced
Clark Capital Management Group, Inc.1,832$378.1K0.00%+11+0.6%Added
We Are One Seven, LLC1,833$378.2K0.01%+19+1.0%Added
Sigma Planning Corp1,847$381.0K0.01%+272+17.3%Added
Seven Springs Wealth Group, LLC1,869$385.6K0.09%00.0%Unchanged
Wealthspire Advisors, LLC1,882$388.3K0.00%+188+11.1%Added
TownSquare Capital, LLC1,892$390.4K0.09%+1,892New
GAMMA Investing LLC1,896$391.2K0.02%+450+31.1%Added
Ostrum Asset Management1,901$392.3K0.02%+28+1.5%Added
Steward Partners Investment Advisory, LLC1,906$393.3K0.00%+12+0.6%Added
Indivisible Partners1,913$394.7K0.03%−79−4.0%Reduced
Arista Wealth Management, LLC1,923$396.8K0.05%00.0%Unchanged
Dynamic Advisor Solutions LLC1,932$398.6K0.01%+263+15.8%Added
Greenleaf Trust1,935$399.3K0.00%+183+10.4%Added
Ameritas Advisory Services, LLC1,945$401.3K0.02%+44+2.3%Added
Left Brain Wealth Management, LLC1,952$402.8K0.16%−4,870−71.4%Reduced
Warren Averett Asset Management, LLC1,969$406.2K0.00%+479+32.1%Added
Palidye Holdings (Caymans) Ltd1,977$407.9K0.08%+1,977New
Krilogy Financial LLC2,082$410.9K0.01%+653+45.7%Added
MidFirst Bank2,000$412.7K0.03%−2,062−50.8%Reduced
Pacific Wealth Strategies Group, Inc.2,000$412.7K0.26%00.0%Unchanged
Sava Infond d.o.o.2,000$412.7K0.06%+1,200+150.0%Added
Prime Capital Investment Advisors, LLC2,007$414.1K0.00%−491−19.7%Reduced
TD Waterhouse Canada Inc.2,025$415.9K0.00%+426+26.6%Added
Bull Harbor Capital LLC2,021$417.0K0.11%+2,021New