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 |
|---|---|---|---|---|---|
| Ofi Invest Asset Management | 9,735 | $1.74M | 0.02% | −252−2.5% | Reduced |
| Fund Advisors of America Inc | 8,353 | $1.72M | 1.75% | −1,286−13.3% | Reduced |
| Atlas Brown,Inc. | 8,326 | $1.72M | 0.52% | +25+0.3% | Added |
| Meeder Advisory Services, Inc. | 8,155 | $1.68M | 0.07% | +1,058+14.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,121 | $1.68M | 0.11% | 00.0% | Unchanged |
| Prudential Financial Inc | 8,069 | $1.66M | 0.00% | −647−7.4% | Reduced |
| Numerai GP LLC | 8,053 | $1.66M | 0.17% | −14,814−64.8% | Reduced |
| Advisory Resource Group | 8,020 | $1.65M | 0.28% | +1,010+14.4% | Added |
| Optas, LLC | 7,853 | $1.62M | 0.25% | −7,445−48.7% | Reduced |
| BNP Paribas | 7,852 | $1.62M | 0.05% | −208−2.6% | Reduced |
| Landscape Capital Management, L.L.C. | 7,833 | $1.62M | 0.10% | +7,833 | New |
| Polymer Capital Management (HK) LTD | 7,781 | $1.61M | 0.23% | +7,781 | New |
| E. Ohman J:or Asset Management AB | 7,764 | $1.60M | 0.04% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 7,703 | $1.59M | 0.02% | +7,703 | New |
| Afg Fiduciary Services Limited Partnership | 7,482 | $1.58M | 0.93% | +520+7.5% | Added |
| VGI Partners Ltd | 7,584 | $1.56M | 0.09% | +6,084+405.6% | Added |
| CIBC World Markets Inc. | 7,554 | $1.56M | 0.00% | +236+3.2% | Added |
| Ballentine Partners, LLC | 7,534 | $1.55M | 0.02% | +236+3.2% | Added |
| Harvest Fund Management Co., Ltd | 7,508 | $1.55M | 0.07% | +1,684+28.9% | Added |
| STRS Ohio | 7,498 | $1.55M | 0.01% | −12−0.2% | Reduced |
| Loup Funds, LLC | 7,425 | $1.53M | 0.97% | +7,425 | New |
| Green Alpha Advisors, LLC | 7,394 | $1.53M | 1.50% | −164−2.2% | Reduced |
| Signaturefd, LLC | 7,336 | $1.51M | 0.02% | −2,624−26.3% | Reduced |
| 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 |
| State of Alaska, Department of Revenue | 7,298 | $1.50M | 0.02% | 00.0% | Unchanged |
| Portman Square Capital LLP | 7,278 | $1.50M | 0.23% | −420−5.5% | Reduced |
| Change Path, LLC | 7,263 | $1.50M | 0.03% | −99−1.3% | Reduced |
| Rakuten Securities, Inc. | 7,259 | $1.50M | 0.62% | +4,873+204.2% | Added |
| Western Wealth Management, LLC | 7,228 | $1.49M | 0.06% | −1,267−14.9% | Reduced |
| Generali Investments, Management Co LLC | 7,222 | $1.49M | 0.35% | +6,496+894.8% | Added |
| Acadian Asset Management LLC | 7,165 | $1.47M | 0.00% | −50,055−87.5% | Reduced |
| LJI Wealth Management, LLC | 7,100 | $1.47M | 0.23% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7,005 | $1.45M | 0.05% | +2,326+49.7% | Added |
| Wedmont Private Capital | 6,812 | $1.44M | 0.05% | +1,464+27.4% | Added |
| Laird Norton Trust Company, LLC | 6,959 | $1.44M | 0.03% | +908+15.0% | Added |
| Principal Securities, Inc. | 6,793 | $1.40M | 0.02% | +372+5.8% | Added |
| Teamwork Financial Advisors, LLC | 6,751 | $1.39M | 0.15% | −57,497−89.5% | Reduced |
| Advisory Services Network, LLC | 6,736 | $1.39M | 0.02% | +64+1.0% | Added |
| Everhart Financial Group, Inc. | 6,730 | $1.39M | 0.12% | +302+4.7% | Added |
| Stance Capital LLC | 6,726 | $1.39M | 0.67% | +5+0.1% | Added |
| Kassira Wealth Management LLC | 6,721 | $1.39M | 1.27% | −3,324−33.1% | Reduced |
| Financial Advisory Service, Inc. | 6,671 | $1.38M | 0.09% | +283+4.4% | Added |
| Lighthouse Investment Partners, LLC | 6,670 | $1.38M | 0.05% | +1,283+23.8% | Added |
| RSM US Wealth Management LLC | 6,656 | $1.37M | 0.02% | +234+3.6% | Added |
| HB Wealth Management, LLC | 6,583 | $1.36M | 0.01% | +1,741+36.0% | Added |
| Vise Technologies, Inc. | 6,815 | $1.34M | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 6,491 | $1.34M | 0.01% | −621−8.7% | Reduced |
| Wealth Management Partners, LLC | 6,486 | $1.34M | 0.38% | +136+2.1% | Added |
| SBI Okasan Asset Management Co.Ltd. | 6,871 | $1.34M | 0.05% | +261+3.9% | Added |
| Western Financial Corp | 6,247 | $1.29M | 0.50% | −513−7.6% | Reduced |
| Miller Financial Services LLC | 6,234 | $1.29M | 1.43% | +51+0.8% | Added |
| Putney Financial Group LLC | 6,206 | $1.28M | 1.29% | +345+5.9% | Added |
| Merit Financial Group, LLC | 6,181 | $1.28M | 0.01% | +704+12.9% | Added |
| Aigen Investment Management, LP | 6,171 | $1.27M | 0.33% | −1,134−15.5% | Reduced |
| IFP Advisors, Inc | 6,154 | $1.27M | 0.03% | +3,643+145.1% | Added |
| Plato Investment Management Ltd | 6,147 | $1.27M | 0.09% | 00.0% | Unchanged |
| Thoma Capital Management LLC | 6,142 | $1.27M | 0.75% | +106+1.8% | Added |
| Vestcor Inc | 6,087 | $1.26M | 0.03% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 6,047 | $1.25M | 0.07% | +151+2.6% | Added |
| Knights of Columbus Asset Advisors LLC | 6,005 | $1.24M | 0.07% | +618+11.5% | Added |
| UniSuper Management Pty Ltd | 6,000 | $1.24M | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 5,980 | $1.23M | 0.17% | +5,980 | New |
| Sandler Capital Management | 5,954 | $1.23M | 0.83% | +5,954 | New |
| Shelton Wealth Management, LLC | 5,879 | $1.21M | 0.53% | −416−6.6% | Reduced |
| Cresset Asset Management, LLC | 5,859 | $1.21M | 0.01% | −116−1.9% | Reduced |
| Burling Wealth Partners, LLC | 5,843 | $1.21M | 0.19% | +12+0.2% | Added |
| NTV Asset Management LLC | 5,780 | $1.19M | 0.13% | −3,150−35.3% | Reduced |
| Atomi Financial Group, Inc. | 5,752 | $1.19M | 0.04% | +1,169+25.5% | Added |
| Ellevest, Inc. | 5,740 | $1.18M | 0.16% | +808+16.4% | Added |
| Highland Capital Management, LLC | 5,718 | $1.18M | 0.06% | −48−0.8% | Reduced |
| Square Peg Capital Pty Ltd | 5,660 | $1.17M | 1.55% | +5,660 | New |
| Florida Financial Advisors, LLC | 5,611 | $1.16M | 0.28% | +1,025+22.4% | Added |
| Bridgewater Advisors Inc. | 6,094 | $1.15M | 0.07% | +180+3.0% | Added |
| DC Investments Management, LLC | 5,532 | $1.14M | 0.44% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 5,513 | $1.14M | 0.03% | +119+2.2% | Added |
| Parallel Advisors, LLC | 5,510 | $1.14M | 0.02% | +406+8.0% | Added |
| Miracle Mile Advisors, LLC | 5,489 | $1.13M | 0.02% | +80+1.5% | Added |
| Stableford Capital II LLC | 5,462 | $1.13M | 0.42% | +85+1.6% | Added |
| Independent Advisor Alliance | 5,391 | $1.11M | 0.01% | −5,888−52.2% | Reduced |
| Skopos Labs, Inc. | 5,358 | $1.11M | 0.03% | −2,033−27.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 5,328 | $1.10M | 0.20% | +5,328 | New |
| Grant Private Wealth Management Inc | 5,296 | $1.09M | 0.58% | +1,060+25.0% | Added |
| Index Fund Advisors, Inc. | 5,276 | $1.09M | 0.05% | −5,456−50.8% | Reduced |
| Paradigm Asset Management Co LLC | 5,200 | $1.07M | 0.25% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 5,162 | $1.07M | 0.03% | −343−6.2% | Reduced |
| Wealthedge Investment Advisors, LLC | 5,157 | $1.06M | 0.39% | −832−13.9% | Reduced |
| Integrated Wealth Concepts LLC | 5,146 | $1.06M | 0.01% | +760+17.3% | Added |
| TCW Group Inc | 5,119 | $1.06M | 0.01% | +247+5.1% | Added |
| Alight Capital Management LP | 5,000 | $1.03M | 0.30% | +5,000 | New |
| Shay Capital LLC | 5,000 | $1.03M | 0.15% | +5,000 | New |
| Main Street Financial Solutions, LLC | 4,979 | $1.03M | 0.08% | +1,000+25.1% | Added |
| Los Angeles Capital Management LLC | 4,930 | $1.02M | 0.00% | −246,599−98.0% | Reduced |
| Coldstream Capital Management Inc | 4,884 | $1.01M | 0.01% | −71−1.4% | Reduced |
| Virtu Financial LLC | 4,867 | $1.00M | 0.04% | +4,867 | New |
| Daymark Wealth Partners, LLC | 4,818 | $994.1K | 0.03% | +313+6.9% | Added |
| Gateway Wealth Partners, LLC | 4,776 | $985.5K | 0.04% | +3,283+219.9% | Added |
| Odyssean, LLC | 4,745 | $979.1K | 0.36% | +1,073+29.2% | Added |
| Harbour Investments, Inc. | 4,726 | $975.1K | 0.02% | +856+22.1% | Added |
| Resources Investment Advisors, LLC. | 4,672 | $964.0K | 0.01% | −224−4.6% | Reduced |