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 |
|---|---|---|---|---|---|
| Banco Bilbao Vizcaya Argentaria, S.A. | 33,573 | $6.75M | 0.05% | −33,492−49.9% | Reduced |
| Sanctuary Advisors, LLC | 32,212 | $6.65M | 0.04% | −3,352−9.4% | Reduced |
| Creek Drive Management Group LLC | 32,200 | $6.64M | 4.17% | +32,200 | New |
| Hidden Lake Asset Management LP | 32,107 | $6.62M | 4.39% | +32,107 | New |
| Mercer Global Advisors Inc | 31,892 | $6.58M | 0.01% | +5,124+19.1% | Added |
| US Bancorp | 31,776 | $6.56M | 0.01% | −1,627−4.9% | Reduced |
| Delta Global Management LP | 31,451 | $6.49M | 0.53% | +31,451 | New |
| Wealthfront Advisers LLC | 31,423 | $6.48M | 0.01% | −4,515−12.6% | Reduced |
| Motley Fool Asset Management LLC | 31,286 | $6.46M | 0.28% | −1,352−4.1% | Reduced |
| Sciencast Management LP | 31,044 | $6.41M | 0.82% | +23,723+324.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,732 | $6.34M | 0.05% | 00.0% | Unchanged |
| Sepio Capital, LP | 30,016 | $6.19M | 0.34% | +92+0.3% | Added |
| Bank of Nova Scotia | 29,892 | $6.17M | 0.01% | −89,154−74.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 29,658 | $6.11M | 0.03% | +716+2.5% | Added |
| ASR Vermogensbeheer N.V. | 29,138 | $6.01M | 0.07% | +501+1.7% | Added |
| Jasper Ridge Partners, L.P. | 27,835 | $5.74M | 0.13% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 26,990 | $5.57M | 0.13% | +25,749+2,074.9% | Added |
| Lountzis Asset Management, LLC | 26,948 | $5.56M | 2.04% | 00.0% | Unchanged |
| PDT Partners, LLC | 26,792 | $5.53M | 0.33% | +11,500+75.2% | Added |
| Perigon Wealth Management, LLC | 26,650 | $5.50M | 0.10% | +2,761+11.6% | Added |
| Banque Cantonale Vaudoise | 26,124 | $5.39M | 0.20% | +1,740+7.1% | Added |
| Hantz Financial Services, Inc. | 26,017 | $5.37M | 0.08% | −7,522−22.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 25,962 | $5.36M | 0.88% | +1,598+6.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 25,685 | $5.30M | 0.26% | +25,685 | New |
| Evercore Wealth Management, LLC | 25,580 | $5.28M | 0.08% | 00.0% | Unchanged |
| Amalgamated Bank | 25,534 | $5.27M | 0.04% | −1,115−4.2% | Reduced |
| Clear Harbor Asset Management, LLC | 25,208 | $5.20M | 0.36% | −159−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 25,099 | $5.18M | 0.01% | −472−1.8% | Reduced |
| Cypress Point Investment Management LP | 24,931 | $5.14M | 1.21% | −6,148−19.8% | Reduced |
| Commerce Bank | 24,754 | $5.11M | 0.02% | −346−1.4% | Reduced |
| GWM Advisors LLC | 24,750 | $5.11M | 0.02% | +8,900+56.2% | Added |
| Gulf International Bank (UK) Ltd | 24,412 | $5.04M | 0.11% | +8,514+53.6% | Added |
| Premier Fund Managers Ltd | 25,636 | $4.99M | 0.35% | −4,566−15.1% | Reduced |
| Investment Management Corp of Ontario | 24,120 | $4.98M | 0.06% | −3,743−13.4% | Reduced |
| Nisa Investment Advisors, LLC | 24,078 | $4.97M | 0.02% | −1,855−7.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 24,068 | $4.97M | 0.78% | +8,841+58.1% | Added |
| Arrow Capital Pty Ltd | 25,000 | $4.87M | 4.87% | +25,000 | New |
| Proactive Wealth Strategies LLC | 23,360 | $4.82M | 0.91% | +12,610+117.3% | Added |
| Norden Group LLC | 23,193 | $4.79M | 0.46% | −843−3.5% | Reduced |
| Brown Advisory Inc | 23,167 | $4.78M | 0.01% | −7,096−23.4% | Reduced |
| Brinker Capital Investments, LLC | 23,156 | $4.78M | 0.04% | +1,859+8.7% | Added |
| ICONIQ Capital, LLC | 23,136 | $4.77M | 0.11% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 22,739 | $4.69M | 0.18% | −3,268−12.6% | Reduced |
| Boothbay Fund Management, LLC | 22,362 | $4.61M | 0.11% | +17,866+397.4% | Added |
| Osmosis Investment Management UK Ltd | 22,233 | $4.59M | 0.12% | +6,052+37.4% | Added |
| Warm Springs Advisors Inc. | 22,198 | $4.58M | 3.89% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 22,197 | $4.57M | 0.01% | −3,252−12.8% | Reduced |
| Kestra Advisory Services, LLC | 21,970 | $4.53M | 0.02% | −4,087−15.7% | Reduced |
| Winton Group Ltd | 21,869 | $4.51M | 0.16% | +21,869 | New |
| CWM, LLC | 21,775 | $4.49M | 0.01% | +5,652+35.1% | Added |
| Viking Fund Management LLC | 21,000 | $4.33M | 0.44% | 00.0% | Unchanged |
| Colony Group, LLC | 20,409 | $4.21M | 0.00% | +8,160+66.6% | Added |
| Janney Montgomery Scott LLC | 20,370 | $4.20M | 0.01% | −1,362−6.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 19,800 | $4.09M | 0.01% | +19,800 | New |
| Beacon Pointe Advisors, LLC | 19,616 | $4.05M | 0.02% | −1,551−7.3% | Reduced |
| Jackson Square Capital, LLC | 19,608 | $4.05M | 0.85% | −20,594−51.2% | Reduced |
| Summit Trail Advisors, LLC | 19,560 | $4.04M | 0.06% | −153−0.8% | Reduced |
| Lido Advisors, LLC | 19,374 | $4.00M | 0.02% | −11,471−37.2% | Reduced |
| MetLife Investment Management | 19,289 | $3.98M | 0.02% | −959−4.7% | Reduced |
| TrueMark Investments, LLC | 19,275 | $3.98M | 0.77% | +270+1.4% | Added |
| RFG Advisory, LLC | 19,229 | $3.97M | 0.07% | +463+2.5% | Added |
| Azzad Asset Management Inc | 19,083 | $3.94M | 0.40% | 00.0% | Unchanged |
| Clear Street Group Inc. | 19,046 | $3.93M | 0.02% | +15,859+497.6% | Added |
| Manufacturers Life Insurance Company, The | 18,401 | $3.80M | 0.00% | +3,732+25.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 18,100 | $3.73M | 0.01% | +14,510+404.2% | Added |
| Vident Advisory, LLC | 18,082 | $3.73M | 0.03% | +4,213+30.4% | Added |
| Nomura Holdings Inc | 18,071 | $3.73M | 0.03% | +15,816+701.4% | Added |
| KP Management LLC | 17,500 | $3.61M | 1.03% | −10,286−37.0% | Reduced |
| TCG Advisory Services, LLC | 17,359 | $3.58M | 0.09% | −4,999−22.4% | Reduced |
| Meridian Wealth Management, LLC | 17,282 | $3.57M | 0.13% | −2,279−11.7% | Reduced |
| G2 Investment Partners Management LLC | 17,263 | $3.56M | 0.88% | +17,263 | New |
| Empowered Funds, LLC | 17,169 | $3.54M | 0.02% | −33,278−66.0% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 17,004 | $3.51M | 0.17% | −5,248−23.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 16,918 | $3.49M | 0.04% | +1,533+10.0% | Added |
| SWS Partners | 16,890 | $3.49M | 0.86% | +259+1.6% | Added |
| Knollwood Investment Advisory, LLC | 16,800 | $3.47M | 0.35% | 00.0% | Unchanged |
| Massar Capital Management, LP | 16,632 | $3.43M | 0.69% | +14,800+807.9% | Added |
| Osbon Capital Management LLC | 16,542 | $3.41M | 2.79% | +4,086+32.8% | Added |
| Krane Funds Advisors LLC | 16,253 | $3.41M | 0.14% | +8,699+115.2% | Added |
| Farther Finance Advisors, LLC | 16,489 | $3.39M | 0.03% | +101+0.6% | Added |
| D.A. Davidson & Co. | 16,108 | $3.32M | 0.02% | −640−3.8% | Reduced |
| Hel Ved Capital Management Ltd | 16,080 | $3.32M | 0.57% | +16,080 | New |
| Independent Solutions Wealth Management, LLC | 15,925 | $3.29M | 0.48% | −317−2.0% | Reduced |
| Nia Impact Advisors, LLC | 15,875 | $3.28M | 1.46% | −5,517−25.8% | Reduced |
| Fideuram Asset Management (Ireland) dac | 17,336 | $3.23M | 0.41% | +17,279+30,314.0% | Added |
| Maryland State Retirement & Pension System | 15,621 | $3.22M | 0.07% | 00.0% | Unchanged |
| Taylor Frigon Capital Management LLC | 15,577 | $3.21M | 1.83% | −173−1.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 15,556 | $3.21M | 0.01% | −3,885−20.0% | Reduced |
| Abn Amro Investment Solutions | 15,447 | $3.19M | 0.04% | −356−2.3% | Reduced |
| Robocap Asset Management Ltd | 15,328 | $3.16M | 3.38% | −1,073−6.5% | Reduced |
| RDA Financial Network | 15,112 | $3.12M | 0.78% | +1,214+8.7% | Added |
| CIBC Asset Management Inc | 15,093 | $3.11M | 0.01% | +855+6.0% | Added |
| Oppenheimer Asset Management Inc. | 15,092 | $3.11M | 0.04% | +5,666+60.1% | Added |
| Nicholas Investment Partners, LP | 15,089 | $3.11M | 0.22% | −5,383−26.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,082 | $3.11M | 0.18% | +6,172+69.3% | Added |
| Jefferies Financial Group Inc. | 15,000 | $3.10M | 0.04% | −23,255−60.8% | Reduced |
| Rakuten Investment Management, Inc. | 15,773 | $3.07M | 0.01% | +2,519+19.0% | Added |
| Prudential PLC | 14,768 | $3.05M | 0.02% | −113−0.8% | Reduced |
| Cannon Advisors, Inc. | 14,722 | $3.04M | 2.25% | −10−0.1% | Reduced |
| Hancock Whitney Corp | 14,543 | $2.98M | 0.05% | −519−3.4% | Reduced |