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 |
|---|---|---|---|---|---|
| Generali Asset Management SPA SGR | 11,187 | $2.31M | 0.05% | −333−2.9% | Reduced |
| Kirtland Hills Capital Management, LLC | 11,328 | $2.35M | 0.75% | +835+8.0% | Added |
| Royal Fund Management, LLC | 11,500 | $2.37M | 0.23% | +3,494+43.6% | Added |
| Intesa Sanpaolo S.p.A. | 11,616 | $2.40M | 0.15% | −8,010−40.8% | Reduced |
| Saudi Central Bank | 11,662 | $2.41M | 0.05% | +11,662 | New |
| Sterling Capital Management LLC | 11,708 | $2.42M | 0.05% | −5,682−32.7% | Reduced |
| Belpointe Asset Management LLC | 11,769 | $2.43M | 0.09% | +4,327+58.1% | Added |
| Fortis Capital Advisors, LLC | 11,769 | $2.43M | 0.32% | +4,327+58.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 11,936 | $2.46M | 0.02% | −2,573−17.7% | Reduced |
| Clearbridge Investments, LLC | 11,983 | $2.47M | 0.00% | +4,151+53.0% | Added |
| Northwestern Mutual Wealth Management Co | 12,041 | $2.48M | 0.00% | +2,059+20.6% | Added |
| Institute for Wealth Management, LLC. | 12,123 | $2.50M | 0.27% | +2,806+30.1% | Added |
| Macquarie Group Ltd | 12,195 | $2.52M | 0.02% | −18,079−59.7% | Reduced |
| Caxton Associates LLP | 12,278 | $2.53M | 0.06% | +12,278 | New |
| Callan Family Office, LLC | 12,302 | $2.54M | 0.06% | +7,211+141.6% | Added |
| Ocean Capital Management, LLC | 12,310 | $2.54M | 0.52% | +1,231+11.1% | Added |
| Atria Investments LLC | 12,714 | $2.62M | 0.03% | +1,410+12.5% | Added |
| Tokio Marine Asset Management Co Ltd | 12,715 | $2.62M | 0.09% | +814+6.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,844 | $2.65M | 0.08% | −613−4.6% | Reduced |
| Stratos Wealth Partners, LTD. | 13,012 | $2.68M | 0.03% | +5,854+81.8% | Added |
| Park Avenue Securities LLC | 13,135 | $2.71M | 0.02% | +77+0.6% | Added |
| Grandview Asset Management LLC | 13,225 | $2.73M | 0.80% | −84−0.6% | Reduced |
| Legato Capital Management LLC | 13,238 | $2.73M | 0.25% | +10,800+443.0% | Added |
| TIAA Wealth Investment Management LLC | 13,246 | $2.73M | 0.02% | +13,246 | New |
| Mutual of America Capital Management LLC | 13,413 | $2.77M | 0.03% | −444−3.2% | Reduced |
| Castle Rock Wealth Management, LLC | 13,151 | $2.78M | 0.60% | −111−0.8% | Reduced |
| Capula Management Ltd | 13,526 | $2.79M | 0.02% | +6,662+97.1% | Added |
| Night Squared LP | 13,615 | $2.81M | 0.41% | +13,615 | New |
| National Bank of Canada | 13,642 | $2.82M | 0.00% | +602+4.6% | Added |
| Coastal Investment Advisors, Inc. | 13,768 | $2.84M | 0.99% | −165−1.2% | Reduced |
| M&T Bank Corp | 13,991 | $2.89M | 0.01% | +869+6.6% | Added |
| SummitTX Capital, L.P. | 14,085 | $2.91M | 0.09% | +14,085 | New |
| Brevan Howard Capital Management LP | 14,137 | $2.92M | 0.03% | +5,652+66.6% | Added |
| Livet Wealth, LLC | 14,206 | $2.93M | 1.86% | −275−1.9% | Reduced |
| Main Management ETF Advisors, LLC | 14,234 | $2.94M | 0.11% | −28,047−66.3% | Reduced |
| Omers Administration Corp | 14,274 | $2.95M | 0.02% | +3,559+33.2% | Added |
| The PNC Financial Services Group, Inc. | 14,281 | $2.95M | 0.00% | +2,412+20.3% | Added |
| AG2R la Mondiale Gestion D'Actifs | 14,338 | $2.96M | 0.13% | +1,397+10.8% | Added |
| Fifth Third Bancorp | 14,406 | $2.97M | 0.01% | +13,691+1,914.8% | Added |
| Hancock Whitney Corp | 14,543 | $2.98M | 0.05% | −519−3.4% | Reduced |
| Cannon Advisors, Inc. | 14,722 | $3.04M | 2.25% | −10−0.1% | Reduced |
| Prudential PLC | 14,768 | $3.05M | 0.02% | −113−0.8% | Reduced |
| Rakuten Investment Management, Inc. | 15,773 | $3.07M | 0.01% | +2,519+19.0% | Added |
| Jefferies Financial Group Inc. | 15,000 | $3.10M | 0.04% | −23,255−60.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,082 | $3.11M | 0.18% | +6,172+69.3% | Added |
| Nicholas Investment Partners, LP | 15,089 | $3.11M | 0.22% | −5,383−26.3% | Reduced |
| Oppenheimer Asset Management Inc. | 15,092 | $3.11M | 0.04% | +5,666+60.1% | Added |
| CIBC Asset Management Inc | 15,093 | $3.11M | 0.01% | +855+6.0% | Added |
| RDA Financial Network | 15,112 | $3.12M | 0.78% | +1,214+8.7% | Added |
| Robocap Asset Management Ltd | 15,328 | $3.16M | 3.38% | −1,073−6.5% | Reduced |
| Abn Amro Investment Solutions | 15,447 | $3.19M | 0.04% | −356−2.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 15,556 | $3.21M | 0.01% | −3,885−20.0% | Reduced |
| Taylor Frigon Capital Management LLC | 15,577 | $3.21M | 1.83% | −173−1.1% | Reduced |
| Maryland State Retirement & Pension System | 15,621 | $3.22M | 0.07% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 17,336 | $3.23M | 0.41% | +17,279+30,314.0% | Added |
| Nia Impact Advisors, LLC | 15,875 | $3.28M | 1.46% | −5,517−25.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 15,925 | $3.29M | 0.48% | −317−2.0% | Reduced |
| Hel Ved Capital Management Ltd | 16,080 | $3.32M | 0.57% | +16,080 | New |
| D.A. Davidson & Co. | 16,108 | $3.32M | 0.02% | −640−3.8% | Reduced |
| Farther Finance Advisors, LLC | 16,489 | $3.39M | 0.03% | +101+0.6% | Added |
| Krane Funds Advisors LLC | 16,253 | $3.41M | 0.14% | +8,699+115.2% | Added |
| Osbon Capital Management LLC | 16,542 | $3.41M | 2.79% | +4,086+32.8% | Added |
| Massar Capital Management, LP | 16,632 | $3.43M | 0.69% | +14,800+807.9% | Added |
| Knollwood Investment Advisory, LLC | 16,800 | $3.47M | 0.35% | 00.0% | Unchanged |
| SWS Partners | 16,890 | $3.49M | 0.86% | +259+1.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 16,918 | $3.49M | 0.04% | +1,533+10.0% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 17,004 | $3.51M | 0.17% | −5,248−23.6% | Reduced |
| Empowered Funds, LLC | 17,169 | $3.54M | 0.02% | −33,278−66.0% | Reduced |
| G2 Investment Partners Management LLC | 17,263 | $3.56M | 0.88% | +17,263 | New |
| Meridian Wealth Management, LLC | 17,282 | $3.57M | 0.13% | −2,279−11.7% | Reduced |
| TCG Advisory Services, LLC | 17,359 | $3.58M | 0.09% | −4,999−22.4% | Reduced |
| KP Management LLC | 17,500 | $3.61M | 1.03% | −10,286−37.0% | Reduced |
| Nomura Holdings Inc | 18,071 | $3.73M | 0.03% | +15,816+701.4% | Added |
| Vident Advisory, LLC | 18,082 | $3.73M | 0.03% | +4,213+30.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 18,100 | $3.73M | 0.01% | +14,510+404.2% | Added |
| Manufacturers Life Insurance Company, The | 18,401 | $3.80M | 0.00% | +3,732+25.4% | Added |
| Clear Street Group Inc. | 19,046 | $3.93M | 0.02% | +15,859+497.6% | Added |
| Azzad Asset Management Inc | 19,083 | $3.94M | 0.40% | 00.0% | Unchanged |
| RFG Advisory, LLC | 19,229 | $3.97M | 0.07% | +463+2.5% | Added |
| TrueMark Investments, LLC | 19,275 | $3.98M | 0.77% | +270+1.4% | Added |
| MetLife Investment Management | 19,289 | $3.98M | 0.02% | −959−4.7% | Reduced |
| Lido Advisors, LLC | 19,374 | $4.00M | 0.02% | −11,471−37.2% | Reduced |
| Summit Trail Advisors, LLC | 19,560 | $4.04M | 0.06% | −153−0.8% | Reduced |
| Jackson Square Capital, LLC | 19,608 | $4.05M | 0.85% | −20,594−51.2% | Reduced |
| Beacon Pointe Advisors, LLC | 19,616 | $4.05M | 0.02% | −1,551−7.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 19,800 | $4.09M | 0.01% | +19,800 | New |
| Janney Montgomery Scott LLC | 20,370 | $4.20M | 0.01% | −1,362−6.3% | Reduced |
| Colony Group, LLC | 20,409 | $4.21M | 0.00% | +8,160+66.6% | Added |
| Viking Fund Management LLC | 21,000 | $4.33M | 0.44% | 00.0% | Unchanged |
| CWM, LLC | 21,775 | $4.49M | 0.01% | +5,652+35.1% | Added |
| Winton Group Ltd | 21,869 | $4.51M | 0.16% | +21,869 | New |
| Kestra Advisory Services, LLC | 21,970 | $4.53M | 0.02% | −4,087−15.7% | Reduced |
| CI Private Wealth, LLC | 22,197 | $4.57M | 0.01% | −3,252−12.8% | Reduced |
| Warm Springs Advisors Inc. | 22,198 | $4.58M | 3.89% | 00.0% | Unchanged |
| Osmosis Investment Management UK Ltd | 22,233 | $4.59M | 0.12% | +6,052+37.4% | Added |
| Boothbay Fund Management, LLC | 22,362 | $4.61M | 0.11% | +17,866+397.4% | Added |
| Y.D. More Investments Ltd | 22,739 | $4.69M | 0.18% | −3,268−12.6% | Reduced |
| ICONIQ Capital, LLC | 23,136 | $4.77M | 0.11% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 23,156 | $4.78M | 0.04% | +1,859+8.7% | Added |
| Brown Advisory Inc | 23,167 | $4.78M | 0.01% | −7,096−23.4% | Reduced |