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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 6,736 | $1.39M | 0.02% | +64+1.0% | Added |
| Teamwork Financial Advisors, LLC | 6,751 | $1.39M | 0.15% | −57,497−89.5% | Reduced |
| Principal Securities, Inc. | 6,793 | $1.40M | 0.02% | +372+5.8% | Added |
| Laird Norton Trust Company, LLC | 6,959 | $1.44M | 0.03% | +908+15.0% | Added |
| Wedmont Private Capital | 6,812 | $1.44M | 0.05% | +1,464+27.4% | Added |
| Larson Financial Group LLC | 7,005 | $1.45M | 0.05% | +2,326+49.7% | Added |
| LJI Wealth Management, LLC | 7,100 | $1.47M | 0.23% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 7,165 | $1.47M | 0.00% | −50,055−87.5% | Reduced |
| Generali Investments, Management Co LLC | 7,222 | $1.49M | 0.35% | +6,496+894.8% | Added |
| Western Wealth Management, LLC | 7,228 | $1.49M | 0.06% | −1,267−14.9% | Reduced |
| Rakuten Securities, Inc. | 7,259 | $1.50M | 0.62% | +4,873+204.2% | Added |
| Change Path, LLC | 7,263 | $1.50M | 0.03% | −99−1.3% | Reduced |
| Portman Square Capital LLP | 7,278 | $1.50M | 0.23% | −420−5.5% | Reduced |
| State of Alaska, Department of Revenue | 7,298 | $1.50M | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 7,296 | $1.51M | 0.09% | −876−10.7% | Reduced |
| Qsemble Capital Management, LP | 7,296 | $1.51M | 0.12% | +7,296 | New |
| Signaturefd, LLC | 7,336 | $1.51M | 0.02% | −2,624−26.3% | Reduced |
| Green Alpha Advisors, LLC | 7,394 | $1.53M | 1.50% | −164−2.2% | Reduced |
| Loup Funds, LLC | 7,425 | $1.53M | 0.97% | +7,425 | New |
| STRS Ohio | 7,498 | $1.55M | 0.01% | −12−0.2% | Reduced |
| Harvest Fund Management Co., Ltd | 7,508 | $1.55M | 0.07% | +1,684+28.9% | Added |
| Ballentine Partners, LLC | 7,534 | $1.55M | 0.02% | +236+3.2% | Added |
| CIBC World Markets Inc. | 7,554 | $1.56M | 0.00% | +236+3.2% | Added |
| VGI Partners Ltd | 7,584 | $1.56M | 0.09% | +6,084+405.6% | Added |
| Afg Fiduciary Services Limited Partnership | 7,482 | $1.58M | 0.93% | +520+7.5% | Added |
| Edmond de Rothschild Holding S.A. | 7,703 | $1.59M | 0.02% | +7,703 | New |
| E. Ohman J:or Asset Management AB | 7,764 | $1.60M | 0.04% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 7,781 | $1.61M | 0.23% | +7,781 | New |
| Landscape Capital Management, L.L.C. | 7,833 | $1.62M | 0.10% | +7,833 | New |
| BNP Paribas | 7,852 | $1.62M | 0.05% | −208−2.6% | Reduced |
| Optas, LLC | 7,853 | $1.62M | 0.25% | −7,445−48.7% | Reduced |
| Advisory Resource Group | 8,020 | $1.65M | 0.28% | +1,010+14.4% | Added |
| Numerai GP LLC | 8,053 | $1.66M | 0.17% | −14,814−64.8% | Reduced |
| Prudential Financial Inc | 8,069 | $1.66M | 0.00% | −647−7.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,121 | $1.68M | 0.11% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 8,155 | $1.68M | 0.07% | +1,058+14.9% | Added |
| Atlas Brown,Inc. | 8,326 | $1.72M | 0.52% | +25+0.3% | Added |
| Fund Advisors of America Inc | 8,353 | $1.72M | 1.75% | −1,286−13.3% | Reduced |
| Ofi Invest Asset Management | 9,735 | $1.74M | 0.02% | −252−2.5% | Reduced |
| Holocene Advisors, LP | 8,463 | $1.75M | 0.00% | −19,949−70.2% | Reduced |
| Jump Financial, LLC | 8,497 | $1.75M | 0.03% | −60,543−87.7% | Reduced |
| NewEdge Wealth, LLC | 8,609 | $1.78M | 0.02% | −111−1.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 8,632 | $1.78M | 0.01% | −45−0.5% | Reduced |
| Sequoia Financial Advisors, LLC | 8,651 | $1.79M | 0.01% | +1,538+21.6% | Added |
| Mission Wealth Management, LP | 8,653 | $1.79M | 0.04% | +40.0% | Added |
| Altshuler Shaham Ltd | 8,690 | $1.79M | 0.03% | +5,019+136.7% | Added |
| Bridgewater Associates, LP | 8,758 | $1.81M | 0.01% | −32,139−78.6% | Reduced |
| Calamos Wealth Management LLC | 8,768 | $1.81M | 0.06% | −502−5.4% | Reduced |
| Rafferty Asset Management, LLC | 8,774 | $1.81M | 0.01% | −1,285−12.8% | Reduced |
| MAI Capital Management | 8,846 | $1.83M | 0.01% | −139−1.5% | Reduced |
| Sowell Financial Services LLC | 8,853 | $1.83M | 0.07% | +993+12.6% | Added |
| Diversify Wealth Management, LLC | 8,850 | $1.88M | 0.03% | +2,999+51.3% | Added |
| United Capital Financial Advisers, LLC | 9,154 | $1.89M | 0.01% | +213+2.4% | Added |
| Titleist Asset Management, LLC | 9,213 | $1.90M | 0.14% | +278+3.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 9,231 | $1.90M | 0.64% | +131+1.4% | Added |
| Geneos Wealth Management Inc. | 9,238 | $1.91M | 0.04% | −1,387−13.1% | Reduced |
| Baader Bank INC | 9,400 | $1.91M | 0.19% | +9,400 | New |
| Everence Capital Management Inc | 9,380 | $1.94M | 0.12% | 00.0% | Unchanged |
| WD Rutherford LLC | 9,434 | $1.95M | 0.86% | +4,742+101.1% | Added |
| Keystone Wealth Services, LLC | 9,454 | $1.95M | 0.42% | −1,707−15.3% | Reduced |
| North Dakota State Investment Board | 9,579 | $1.98M | 0.09% | −1,800−15.8% | Reduced |
| Assenagon Asset Management S.A. | 9,599 | $1.98M | 0.00% | −260−2.6% | Reduced |
| Equitable Holdings, Inc. | 10,039 | $1.98M | 0.01% | −80−0.8% | Reduced |
| Clarus Wealth Advisors | 9,176 | $1.98M | 0.85% | +443+5.1% | Added |
| Raiffeisen Bank International AG | 10,207 | $1.99M | 0.03% | +6,251+158.0% | Added |
| Circle Wealth Management, LLC | 9,730 | $2.01M | 0.03% | +3,524+56.8% | Added |
| Private Advisor Group, LLC | 9,768 | $2.02M | 0.01% | +1,700+21.1% | Added |
| Fox Run Management, L.L.C. | 10,382 | $2.02M | 0.35% | +8,312+401.5% | Added |
| Mutual Advisors, LLC | 9,871 | $2.04M | 0.04% | +328+3.4% | Added |
| Joel Isaacson & Co., LLC | 9,892 | $2.04M | 0.07% | −800−7.5% | Reduced |
| Brandywine Managers, LLC | 9,906 | $2.04M | 1.20% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 9,959 | $2.05M | 3.06% | −4,641−31.8% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 10,000 | $2.06M | 1.07% | +1,500+17.6% | Added |
| SlateStone Wealth, LLC | 10,024 | $2.07M | 0.17% | −837−7.7% | Reduced |
| Steel Peak Wealth Management LLC | 10,024 | $2.07M | 0.06% | +7+0.1% | Added |
| Meiji Yasuda Life Insurance Co | 10,030 | $2.07M | 0.07% | +10,030 | New |
| Peapack Gladstone Financial Corp | 10,051 | $2.07M | 0.03% | +1,931+23.8% | Added |
| MBM Wealth Consultants, LLC | 10,059 | $2.08M | 0.48% | +564+5.9% | Added |
| K.J. Harrison & Partners Inc | 10,100 | $2.08M | 0.34% | +10,100 | New |
| Profund Advisors LLC | 10,184 | $2.10M | 0.08% | −1,293−11.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,254 | $2.12M | 0.07% | +267+2.7% | Added |
| Brooktree Capital Management | 10,286 | $2.12M | 1.68% | +8,841+611.8% | Added |
| Ossiam | 10,307 | $2.13M | 0.04% | +7,947+336.7% | Added |
| Blueshift Asset Management, LLC | 10,349 | $2.14M | 0.65% | +5,678+121.6% | Added |
| Alps Advisors Inc | 10,407 | $2.15M | 0.01% | −2,027−16.3% | Reduced |
| Oppenheimer & Co Inc | 10,422 | $2.15M | 0.03% | −828−7.4% | Reduced |
| Moore Capital Management, LP | 10,536 | $2.17M | 0.08% | +2,492+31.0% | Added |
| MASTERINVEST Kapitalanlage GmbH | 10,586 | $2.18M | 0.23% | +1,986+23.1% | Added |
| Fortis Group Advisors, LLC | 10,828 | $2.22M | 0.37% | −540−4.8% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 10,781 | $2.22M | 0.03% | +10,781 | New |
| Kiley Juergens Wealth Management, LLC | 10,785 | $2.23M | 0.39% | +10,785 | New |
| Malaga Cove Capital, LLC | 10,794 | $2.23M | 0.80% | −717−6.2% | Reduced |
| Ardsley Advisory Partners LP | 10,800 | $2.23M | 0.34% | +10,800 | New |
| Lombard Odier Asset Management (Switzerland) SA | 10,836 | $2.24M | 0.08% | +800+8.0% | Added |
| SBI Securities Co., Ltd. | 10,944 | $2.26M | 0.06% | −163−1.5% | Reduced |
| Snider Financial Group | 10,993 | $2.27M | 0.68% | +10,993 | New |
| Greycroft LP | 11,000 | $2.27M | 1.55% | +3,000+37.5% | Added |
| Van Eck Associates Corp | 11,025 | $2.27M | 0.00% | +8,980+439.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 11,100 | $2.29M | 0.02% | −2,700−19.6% | Reduced |
| Keybank National Association | 11,154 | $2.30M | 0.01% | +316+2.9% | Added |