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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,228 | $69.8B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.8B |
| Q3 2025 | 1,039 | $59.1B |
| Q2 2025 | 947 | $54.3B |
| Q1 2025 | 872 | $29.8B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $20.7B |
| Q2 2024 | 652 | $21.1B |
| Q1 2024 | 709 | $24.2B |
| Q4 2023 | 678 | $20.7B |
| Q3 2023 | 573 | $15.8B |
| Q2 2023 | 560 | $16.0B |
| Q1 2023 | 572 | $15.1B |
| Q4 2022 | 550 | $10.9B |
| Q3 2022 | 563 | $12.9B |
| Q2 2022 | 550 | $10.3B |
| Q1 2022 | 641 | $28.0B |
| Q4 2021 | 681 | $29.8B |
| Q3 2021 | 620 | $24.6B |
| Q2 2021 | 537 | $22.6B |
| Q1 2021 | 507 | $13.7B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 2,028 | $418.5K | 0.12% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 2,033 | $419.5K | 0.17% | +38+1.9% | Added |
| Quent Capital, LLC | 2,063 | $425.7K | 0.03% | +78+3.9% | Added |
| Jamison Private Wealth Management, Inc. | 2,064 | $425.9K | 0.05% | +52+2.6% | Added |
| Shepherd Street Advisors LLC | 2,082 | $429.6K | 0.42% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 2,100 | $433.3K | 0.05% | +465+28.4% | Added |
| Rockbridge Investment Management, LCC | 2,110 | $435.4K | 0.04% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,115 | $436.4K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 2,119 | $437.2K | 0.03% | +60+2.9% | Added |
| IMA Wealth, Inc. | 2,124 | $438.3K | 0.04% | +834+64.7% | Added |
| Personal Cfo Solutions, LLC | 2,129 | $439.3K | 0.06% | −6−0.3% | Reduced |
| Mosley Wealth Management | 2,099 | $450.4K | 0.20% | +24+1.2% | Added |
| Souders Financial Advisors | 2,191 | $452.1K | 0.05% | −62−2.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,196 | $453.1K | 0.02% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 2,200 | $453.9K | 0.12% | −3,397−60.7% | Reduced |
| Whalen Wealth Management Inc. | 2,212 | $456.4K | 0.24% | +2,212 | New |
| Savvy Advisors, Inc. | 2,246 | $463.4K | 0.01% | +293+15.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,271 | $468.6K | 0.19% | +330+17.0% | Added |
| QVT Financial LP | 2,290 | $472.5K | 0.04% | +2,290 | New |
| KPP Advisory Services LLC | 2,296 | $473.8K | 0.07% | −9−0.4% | Reduced |
| Concurrent Investment Advisors, LLC | 2,309 | $476.4K | 0.01% | −2,085−47.5% | Reduced |
| Focus Financial Network, Inc. | 2,310 | $476.6K | 0.02% | +725+45.7% | Added |
| Anchor Investment Management, LLC | 2,345 | $483.9K | 0.04% | +2,345 | New |
| Aprio Wealth Management, LLC | 2,353 | $485.5K | 0.03% | +575+32.3% | Added |
| Hudock, Inc. | 2,393 | $493.8K | 0.07% | +2,393 | New |
| Twinbeech Capital LP | 2,400 | $495.2K | 0.05% | −65,425−96.5% | Reduced |
| Avant Financial Advisors LLC | 2,400 | $495.2K | 0.35% | 00.0% | Unchanged |
| Ascent Group, LLC | 2,400 | $495.2K | 0.02% | +206+9.4% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 2,437 | $502.9K | 0.25% | +900+58.6% | Added |
| Fieldview Capital Management, LLC | 2,472 | $510.1K | 0.15% | +2,472 | New |
| Snowden Capital Advisors LLC | 2,473 | $510.3K | 0.01% | +197+8.7% | Added |
| Umb Bank N A | 2,476 | $510.9K | 0.01% | +20+0.8% | Added |
| LVW Advisors, LLC | 2,482 | $512.1K | 0.05% | +133+5.7% | Added |
| Gibbs Wealth Management | 2,517 | $519.4K | 0.07% | −924−26.9% | Reduced |
| Qtron Investments LLC | 2,518 | $519.6K | 0.07% | +273+12.2% | Added |
| Benjamin Edwards Inc | 2,520 | $519.9K | 0.01% | +439+21.1% | Added |
| Smartleaf Asset Management LLC | 2,688 | $523.2K | 0.02% | +234+9.5% | Added |
| Bokf, NA | 2,538 | $523.7K | 0.01% | +32+1.3% | Added |
| Gill Capital Partners, LLC | 2,544 | $524.9K | 0.15% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 2,548 | $525.8K | 0.00% | −426−14.3% | Reduced |
| McAdam, LLC | 2,623 | $541.3K | 0.02% | +683+35.2% | Added |
| Clarendon Private LLC | 2,633 | $543.3K | 0.42% | −54−2.0% | Reduced |
| Portside Wealth Group, LLC | 2,664 | $549.7K | 0.07% | −57−2.1% | Reduced |
| Chicago Partners Investment Group LLC | 2,652 | $550.4K | 0.01% | +309+13.2% | Added |
| Spear Advisors LLC | 2,679 | $552.8K | 0.41% | −26,961−91.0% | Reduced |
| Kornitzer Capital Management Inc | 2,700 | $557.1K | 0.01% | +550+25.6% | Added |
| Ronald Blue Trust, Inc. | 2,735 | $564.3K | 0.01% | −39−1.4% | Reduced |
| Frec Markets, Inc. | 2,738 | $565.0K | 0.10% | +2,738 | New |
| Ring Mountain Capital, LLC | 2,789 | $575.0K | 0.31% | −4−0.1% | Reduced |
| Flputnam Investment Management Co | 2,822 | $582.3K | 0.01% | +870+44.6% | Added |
| Buckingham Strategic Partners | 2,823 | $582.4K | 0.01% | +1,357+92.6% | Added |
| Premier Path Wealth Partners, LLC | 2,882 | $594.6K | 0.08% | +236+8.9% | Added |
| Archer Investment Corp | 2,900 | $598.4K | 0.13% | +2,900 | New |
| EP Wealth Advisors, LLC | 2,913 | $601.1K | 0.00% | −4,942−62.9% | Reduced |
| National Asset Management, Inc. | 3,090 | $601.4K | 0.04% | +176+6.0% | Added |
| Westwood Holdings Group Inc. | 2,979 | $614.7K | 0.00% | −256−7.9% | Reduced |
| PFG Investments, LLC | 2,984 | $615.7K | 0.03% | −1,003−25.2% | Reduced |
| Farmers Trust Co | 3,000 | $619.0K | 0.10% | 00.0% | Unchanged |
| Pacific Point Advisors, LLC | 3,000 | $619.0K | 0.33% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,017 | $622.0K | 0.10% | −45−1.5% | Reduced |
| Independence Bank of Kentucky | 3,020 | $623.1K | 0.08% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 3,068 | $628.4K | 0.17% | −12−0.4% | Reduced |
| Twin Tree Management, LP | 3,049 | $629.1K | 0.13% | +3,049 | New |
| Gerber Kawasaki Wealth & Investment Management | 3,051 | $629.5K | 0.02% | −835−21.5% | Reduced |
| Bridges Investment Management Inc | 3,053 | $630.0K | 0.01% | +118+4.0% | Added |
| Arrowroot Family Office, LLC | 3,105 | $640.7K | 0.21% | +3,105 | New |
| International Assets Investment Management, LLC | 3,120 | $640.9K | 0.04% | −114−3.5% | Reduced |
| Synergy Financial Group, LTD | 3,111 | $641.9K | 0.48% | −216−6.5% | Reduced |
| AXS Investments LLC | 3,126 | $645.0K | 0.26% | −432−12.1% | Reduced |
| United Advisor Group, LLC | 3,126 | $645.0K | 0.08% | −211−6.3% | Reduced |
| Fiduciary Planning LLC | 3,136 | $647.1K | 0.20% | +546+21.1% | Added |
| Fedenia Advisers LLC | 3,160 | $652.0K | 0.48% | −32−1.0% | Reduced |
| Sovran Advisors, LLC | 3,238 | $663.7K | 0.05% | +234+7.8% | Added |
| Savant Capital, LLC | 3,261 | $672.9K | 0.00% | +696+27.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,262 | $673.1K | 0.04% | +3,262 | New |
| Crossmark Global Holdings, Inc. | 3,268 | $674.3K | 0.01% | −52−1.6% | Reduced |
| Evoke Wealth, LLC | 3,277 | $676.2K | 0.01% | +409+14.3% | Added |
| Baird Financial Group, Inc. | 3,312 | $683.4K | 0.00% | +1,452+78.1% | Added |
| Frank, Rimerman Advisors LLC | 3,314 | $683.8K | 0.04% | +441+15.3% | Added |
| Cravens & Co Advisors, LLC | 3,316 | $684.2K | 0.44% | +244+7.9% | Added |
| Argos Wealth Advisors, LLC | 3,334 | $687.9K | 0.20% | +126+3.9% | Added |
| Truvestments Capital LLC | 3,390 | $699.6K | 0.13% | +278+8.9% | Added |
| Illinois Municipal Retirement Fund | 3,392 | $699.9K | 0.01% | −7,775−69.6% | Reduced |
| Avanza Fonder AB | 3,423 | $706.3K | 0.02% | +100+3.0% | Added |
| Tuttle Tactical Management | 3,426 | $706.9K | 1.16% | +3,426 | New |
| Evergreen Capital Management LLC | 3,459 | $713.7K | 0.02% | +3,459 | New |
| Central Pacific Bank - Trust Division | 3,503 | $722.8K | 0.09% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 3,540 | $730.4K | 0.04% | +1,860+110.7% | Added |
| Intech Investment Management LLC | 3,578 | $738.3K | 0.01% | −10,360−74.3% | Reduced |
| Powell Investment Advisors, LLC | 3,583 | $739.3K | 0.25% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,589 | $740.6K | 0.04% | +3,589 | New |
| Advisors Asset Management, Inc. | 3,593 | $741.4K | 0.01% | +1,159+47.6% | Added |
| Wealthcare Advisory Partners LLC | 3,614 | $745.7K | 0.01% | +516+16.7% | Added |
| Linden Thomas Advisory Services, LLC | 3,619 | $746.7K | 0.07% | +3,619 | New |
| LRT Capital Management, LLC | 3,627 | $748.4K | 0.70% | −76−2.1% | Reduced |
| Cache Advisors, LLC | 3,650 | $753.1K | 0.09% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,668 | $756.9K | 0.01% | −27−0.7% | Reduced |
| Hill Island Financial LLC | 3,676 | $758.5K | 0.18% | −10.0% | Reduced |
| Brookstone Capital Management | 3,710 | $765.5K | 0.01% | +436+13.3% | Added |
| OpenArc Corporate Advisory, LLC | 3,731 | $769.9K | 0.01% | −163−4.2% | Reduced |