Skip to main content

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
Synergy Financial Management, LLC983$202.8K0.02%+983New
Adviser Investments LLC978$201.8K0.00%+978New
Wealth Architects, LLC977$201.6K0.02%+977New
CWS Financial Advisors, LLC970$200.2K0.05%+970New
Tripletail Wealth Management, LLC900$190.5K0.26%−20−2.2%Reduced
MSA Advisors, LLC895$184.7K0.06%+895New
Corient IA LLC890$183.6K0.17%+890New
Spire Wealth Management877$181.0K0.01%−23,794−96.4%Reduced
SRS Capital Advisors, Inc.881$179.7K0.01%+115+15.0%Added
Tower Research Capital LLC (TRC)803$165.7K0.00%+154+23.7%Added
Creative Financial Designs Inc774$159.7K0.01%−2−0.3%Reduced
Golden State Equity Partners703$145.1K0.01%+703New
Quadrant Capital Group LLC683$140.9K0.00%00.0%Unchanged
Financial Life Planners670$138.2K0.11%+670New
Global Assets Advisory, LLC652$134.5K0.04%+652New
Versant Capital Management, Inc635$131.0K0.01%+21+3.4%Added
Root Financial Partners, LLC615$126.9K0.01%+222+56.5%Added
Murphy & Mullick Capital Management Corp608$125.5K0.09%00.0%Unchanged
Transamerica Financial Advisors, Inc.607$125.2K0.01%+342+129.1%Added
Grove Bank & Trust582$120.1K0.01%+29+5.2%Added
Pacer Advisors, Inc.583$120.0K0.00%+335+135.1%Added
Parkside Financial Bank & Trust581$119.9K0.01%−73−11.2%Reduced
Harbor Investment Advisory, LLC530$109.4K0.01%+383+260.5%Added
Mather Group, LLC.526$108.5K0.00%+526New
Huntington National Bank508$104.8K0.00%+266+109.9%Added
Pingora Partners LLC500$103.2K0.06%00.0%Unchanged
CVA Family Office, LLC483$99.7K0.01%+57+13.4%Added
V-Square Quantitative Management LLC478$98.6K0.01%+168+54.2%Added
LRI Investments, LLC472$97.3K0.01%−903−65.7%Reduced
Crewe Advisors LLC468$96.6K0.01%+20+4.5%Added
Pinnacle Wealth Planning Services, Inc.466$96.2K0.01%+41+9.6%Added
Zions Bancorporation, National Association450$92.9K0.01%−99−18.0%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.450$92.9K0.04%+450New
OV Management LLC446$92.0K0.19%−2,569−85.2%Reduced
Rossby Financial, LCC432$88.7K0.02%+188+77.0%Added
Sound Income Strategies, LLC419$86.1K0.00%+57+15.7%Added
Purpose Unlimited Inc.414$85.4K0.00%−3,241−88.7%Reduced
Signature Equity Partners, LLC412$85.0K0.05%+75+22.3%Added
Fourth Dimension Wealth, LLC411$84.8K0.03%−75−15.4%Reduced
Essential Partners LLC402$82.9K0.03%+51+14.5%Added
Hamrick Investment Counsel, llc395$81.5K0.05%00.0%Unchanged
Activest Wealth Management381$78.7K0.01%+339+807.1%Added
Owl Creek Wealth Partners LLC365$75.3K0.03%+365New
Whipplewood Advisors, LLC360$74.3K0.04%+358+17,900.0%Added
Hollencrest Capital Management358$73.9K0.00%+217+153.9%Added
Game Plan Financial Advisors, LLC350$72.2K0.03%00.0%Unchanged
Rothschild Investment LLC346$71.4K0.00%+153+79.3%Added
CoreCap Advisors, LLC338$69.7K0.00%−893−72.5%Reduced
GW&K Investment Management, LLC332$69.0K0.00%+332New
Park Place Capital Corp333$68.7K0.01%−28−7.8%Reduced
Noble Wealth Management PBC330$68.1K0.03%00.0%Unchanged
Cornerstone Planning Group LLC272$66.5K0.01%+22+8.8%Added
TFC Financial Management320$66.0K0.01%−7−2.1%Reduced
Wellington-Altus USA Inc.267$65.5K0.04%00.0%Unchanged
Massmutual Trust Co FSB317$65.4K0.00%−8−2.5%Reduced
Center for Financial Planning, Inc.313$64.6K0.01%+213+213.0%Added
Highline Wealth Partners LLC309$63.8K0.02%+260+530.6%Added
True Wealth Design, LLC286$59.0K0.02%+26+10.0%Added
Keating Financial Advisory Services, Inc.285$58.8K0.01%+64+29.0%Added
First Horizon Corp280$57.8K0.00%−221−44.1%Reduced
REAP Financial Group, LLC275$56.7K0.01%00.0%Unchanged
NBC Securities, Inc.274$56.5K0.00%+14+5.4%Added
Intentional Wealth Strategies, LLC270$55.7K0.05%+270New
Strategic Advocates LLC269$55.5K0.25%−74−21.6%Reduced
Vestor Capital, LLC265$55.0K0.00%−58,082−99.5%Reduced
Richard W. Paul & Associates, LLC266$54.9K0.02%−190−41.7%Reduced
Cullen/Frost Bankers, Inc.260$53.6K0.00%+5+2.0%Added
Cassaday & Co Wealth Management LLC259$53.4K0.00%+259New
Aspect Partners, LLC258$53.2K0.02%00.0%Unchanged
Elequin Capital LP253$52.2K0.00%+21+9.1%Added
Bogart Wealth, LLC253$52.2K0.00%+35+16.1%Added
Strive Financial Group ,LLC253$52.0K0.03%00.0%Unchanged
Wolff Wiese Magana LLC245$50.6K0.03%+200+444.4%Added
AdvisorNet Financial, Inc244$50.3K0.00%+8+3.4%Added
Tiaa Trust, National Association239$49.3K0.00%−27,249−99.1%Reduced
AlphaCentric Advisors LLC239$49.3K0.05%−281−54.0%Reduced
Bell Investment Advisors, Inc218$45.0K0.01%+61+38.9%Added
Aventura Private Wealth, LLC216$44.6K0.02%−5−2.3%Reduced
Salomon & Ludwin, LLC204$43.2K0.00%+63+44.7%Added
Central Trust Co204$42.1K0.00%+150+277.8%Added
United Community Bank200$41.3K0.01%00.0%Unchanged
Hanson & Doremus Investment Management200$41.0K0.00%+200New
JPL Wealth Management, LLC191$39.4K0.01%+191New
Montag A & Associates Inc185$38.2K0.00%−31−14.4%Reduced
Mark Sheptoff Financial Planning, LLC150$36.7K0.02%00.0%Unchanged
WealthCollab, LLC173$35.7K0.01%00.0%Unchanged
Rachor Investment Advisory Services, LLC170$35.1K0.02%−6−3.4%Reduced
Legacy Bridge, LLC170$35.1K0.01%+20+13.3%Added
Westside Investment Management, Inc.165$34.9K0.01%+24+17.0%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP200$33.4K0.00%00.0%Unchanged
FWL Investment Management, LLC158$32.6K0.01%−94−37.3%Reduced
Meeder Asset Management Inc153$31.6K0.00%−109−41.6%Reduced
RWM Asset Management, LLC150$31.0K0.00%+150New
Quaker Wealth Management, LLC148$30.5K0.01%+1+0.7%Added
Fortitude Family Office, LLC147$30.3K0.01%+32+27.8%Added
Brown Brothers Harriman & Co140$28.9K0.00%00.0%Unchanged
SHP Wealth Management139$28.7K0.00%+27+24.1%Added
Private Wealth Asset Management, LLC138$28.5K0.00%00.0%Unchanged
First Command Advisory Services, Inc.136$28.1K0.00%+95+231.7%Added
Smithfield Trust Co134$28.0K0.00%+32+31.4%Added