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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
Sagespring Wealth Partners, LLC3,791$782.2K0.01%+309+8.9%Added
Dynasty Wealth Management, LLC3,805$785.1K0.01%+626+19.7%Added
Guggenheim Capital LLC3,820$788.2K0.01%−1,796−32.0%Reduced
Prelude Capital Management, LLC3,888$802.3K0.06%+80+2.1%Added
Avestar Capital, LLC3,890$802.8K0.05%−136−3.4%Reduced
PFG Advisors3,931$811.1K0.04%+2,300+141.0%Added
Alphadyne Asset Management LP3,940$813.0K0.11%+234+6.3%Added
Kingswood Wealth Advisors, LLC3,985$822.3K0.04%+318+8.7%Added
Nwam LLC4,003$826.0K0.05%+4,003New
Menard Financial Group LLC4,007$826.8K0.58%−24−0.6%Reduced
Kingsview Wealth Management, LLC4,034$832.4K0.01%−96−2.3%Reduced
Summit Financial, LLC4,041$833.8K0.01%−2,173−35.0%Reduced
Dara Capital US, Inc.4,050$835.7K0.79%+82+2.1%Added
Davis Capital Management4,053$836.3K0.57%+10.0%Added
GraniteShares Advisors LLC4,077$841.2K0.61%−336−7.6%Reduced
LeConte Wealth Management, LLC4,078$841.5K0.54%+284+7.5%Added
Thoroughbred Financial Services, LLC4,152$856.0K0.05%+140+3.5%Added
Cornerstone Enterprises, LLC4,182$862.9K0.43%−762−15.4%Reduced
EverSource Wealth Advisors, LLC4,186$863.7K0.03%−719−14.7%Reduced
Emerald Advisers, LLC4,196$865.8K0.03%00.0%Unchanged
Kestra Private Wealth Services, LLC4,201$866.8K0.01%−93−2.2%Reduced
Brighton Jones LLC4,253$877.6K0.02%+4,253New
Pallas Capital Advisors LLC4,271$881.3K0.03%+108+2.6%Added
Camden Capital, LLC4,271$881.3K0.06%+1,115+35.3%Added
Yousif Capital Management, LLC4,305$888.3K0.01%+194+4.7%Added
Lazard Asset Management LLC4,307$888.7K0.00%−2,111−32.9%Reduced
Robeco Institutional Asset Management B.V.4,348$897.2K0.00%−9,134−67.7%Reduced
Marex Group plc4,393$906.5K0.01%−7,210−62.1%Reduced
Private Trust Co NA4,406$909.1K0.08%+4,365+10,646.3%Added
China Universal Asset Management Co., Ltd.4,500$928.5K0.07%+4,500New
Moneta Group Investment Advisors LLC4,523$933.2K0.01%+418+10.2%Added
Kepler Cheuvreux (Suisse) SA4,557$940.3K0.06%+147+3.3%Added
Van Hulzen Asset Management, LLC4,565$941.9K0.07%−250−5.2%Reduced
Dorsey & Whitney Trust CO LLC4,584$945.8K0.05%+46+1.0%Added
GAM Holding AG4,589$946.9K0.08%+1,504+48.8%Added
Allworth Financial LP4,602$949.5K0.00%+1,767+62.3%Added
Palumbo Wealth Management LLC4,609$951.0K0.23%+721+18.5%Added
J.W. Cole Advisors, Inc.4,627$954.7K0.03%+108+2.4%Added
Northwest & Ethical Investments L.P.4,536$960.6K0.02%+653+16.8%Added
Resources Investment Advisors, LLC.4,672$964.0K0.01%−224−4.6%Reduced
Harbour Investments, Inc.4,726$975.1K0.02%+856+22.1%Added
Odyssean, LLC4,745$979.1K0.36%+1,073+29.2%Added
Gateway Wealth Partners, LLC4,776$985.5K0.04%+3,283+219.9%Added
Daymark Wealth Partners, LLC4,818$994.1K0.03%+313+6.9%Added
Virtu Financial LLC4,867$1.00M0.04%+4,867New
Coldstream Capital Management Inc4,884$1.01M0.01%−71−1.4%Reduced
Los Angeles Capital Management LLC4,930$1.02M0.00%−246,599−98.0%Reduced
Main Street Financial Solutions, LLC4,979$1.03M0.08%+1,000+25.1%Added
Alight Capital Management LP5,000$1.03M0.30%+5,000New
Shay Capital LLC5,000$1.03M0.15%+5,000New
TCW Group Inc5,119$1.06M0.01%+247+5.1%Added
Integrated Wealth Concepts LLC5,146$1.06M0.01%+760+17.3%Added
Wealthedge Investment Advisors, LLC5,157$1.06M0.39%−832−13.9%Reduced
Metis Global Partners, LLC5,162$1.07M0.03%−343−6.2%Reduced
Paradigm Asset Management Co LLC5,200$1.07M0.25%00.0%Unchanged
Index Fund Advisors, Inc.5,276$1.09M0.05%−5,456−50.8%Reduced
Grant Private Wealth Management Inc5,296$1.09M0.58%+1,060+25.0%Added
Caitong International Asset Management Co., Ltd5,328$1.10M0.20%+5,328New
Skopos Labs, Inc.5,358$1.11M0.03%−2,033−27.5%Reduced
Independent Advisor Alliance5,391$1.11M0.01%−5,888−52.2%Reduced
Stableford Capital II LLC5,462$1.13M0.42%+85+1.6%Added
Miracle Mile Advisors, LLC5,489$1.13M0.02%+80+1.5%Added
Parallel Advisors, LLC5,510$1.14M0.02%+406+8.0%Added
Freestone Capital Holdings, LLC5,513$1.14M0.03%+119+2.2%Added
DC Investments Management, LLC5,532$1.14M0.44%00.0%Unchanged
Bridgewater Advisors Inc.6,094$1.15M0.07%+180+3.0%Added
Florida Financial Advisors, LLC5,611$1.16M0.28%+1,025+22.4%Added
Square Peg Capital Pty Ltd5,660$1.17M1.55%+5,660New
Highland Capital Management, LLC5,718$1.18M0.06%−48−0.8%Reduced
Ellevest, Inc.5,740$1.18M0.16%+808+16.4%Added
Atomi Financial Group, Inc.5,752$1.19M0.04%+1,169+25.5%Added
NTV Asset Management LLC5,780$1.19M0.13%−3,150−35.3%Reduced
Burling Wealth Partners, LLC5,843$1.21M0.19%+12+0.2%Added
Cresset Asset Management, LLC5,859$1.21M0.01%−116−1.9%Reduced
Shelton Wealth Management, LLC5,879$1.21M0.53%−416−6.6%Reduced
Sandler Capital Management5,954$1.23M0.83%+5,954New
Leelyn Smith, LLC5,980$1.23M0.17%+5,980New
UniSuper Management Pty Ltd6,000$1.24M0.01%00.0%Unchanged
Knights of Columbus Asset Advisors LLC6,005$1.24M0.07%+618+11.5%Added
Siemens Fonds Invest GmbH6,047$1.25M0.07%+151+2.6%Added
Vestcor Inc6,087$1.26M0.03%00.0%Unchanged
Thoma Capital Management LLC6,142$1.27M0.75%+106+1.8%Added
Plato Investment Management Ltd6,147$1.27M0.09%00.0%Unchanged
IFP Advisors, Inc6,154$1.27M0.03%+3,643+145.1%Added
Aigen Investment Management, LP6,171$1.27M0.33%−1,134−15.5%Reduced
Merit Financial Group, LLC6,181$1.28M0.01%+704+12.9%Added
Putney Financial Group LLC6,206$1.28M1.29%+345+5.9%Added
Miller Financial Services LLC6,234$1.29M1.43%+51+0.8%Added
Western Financial Corp6,247$1.29M0.50%−513−7.6%Reduced
SBI Okasan Asset Management Co.Ltd.6,871$1.34M0.05%+261+3.9%Added
Wealth Management Partners, LLC6,486$1.34M0.38%+136+2.1%Added
Envestnet Portfolio Solutions, Inc.6,491$1.34M0.01%−621−8.7%Reduced
Vise Technologies, Inc.6,815$1.34M0.03%00.0%Unchanged
HB Wealth Management, LLC6,583$1.36M0.01%+1,741+36.0%Added
RSM US Wealth Management LLC6,656$1.37M0.02%+234+3.6%Added
Lighthouse Investment Partners, LLC6,670$1.38M0.05%+1,283+23.8%Added
Financial Advisory Service, Inc.6,671$1.38M0.09%+283+4.4%Added
Kassira Wealth Management LLC6,721$1.39M1.27%−3,324−33.1%Reduced
Stance Capital LLC6,726$1.39M0.67%+5+0.1%Added
Everhart Financial Group, Inc.6,730$1.39M0.12%+302+4.7%Added