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 |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 4,536 | $960.6K | 0.02% | +653+16.8% | Added |
| J.W. Cole Advisors, Inc. | 4,627 | $954.7K | 0.03% | +108+2.4% | Added |
| Palumbo Wealth Management LLC | 4,609 | $951.0K | 0.23% | +721+18.5% | Added |
| Allworth Financial LP | 4,602 | $949.5K | 0.00% | +1,767+62.3% | Added |
| GAM Holding AG | 4,589 | $946.9K | 0.08% | +1,504+48.8% | Added |
| Dorsey & Whitney Trust CO LLC | 4,584 | $945.8K | 0.05% | +46+1.0% | Added |
| Van Hulzen Asset Management, LLC | 4,565 | $941.9K | 0.07% | −250−5.2% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 4,557 | $940.3K | 0.06% | +147+3.3% | Added |
| Moneta Group Investment Advisors LLC | 4,523 | $933.2K | 0.01% | +418+10.2% | Added |
| China Universal Asset Management Co., Ltd. | 4,500 | $928.5K | 0.07% | +4,500 | New |
| Private Trust Co NA | 4,406 | $909.1K | 0.08% | +4,365+10,646.3% | Added |
| Marex Group plc | 4,393 | $906.5K | 0.01% | −7,210−62.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 4,348 | $897.2K | 0.00% | −9,134−67.7% | Reduced |
| Lazard Asset Management LLC | 4,307 | $888.7K | 0.00% | −2,111−32.9% | Reduced |
| Yousif Capital Management, LLC | 4,305 | $888.3K | 0.01% | +194+4.7% | Added |
| Camden Capital, LLC | 4,271 | $881.3K | 0.06% | +1,115+35.3% | Added |
| Pallas Capital Advisors LLC | 4,271 | $881.3K | 0.03% | +108+2.6% | Added |
| Brighton Jones LLC | 4,253 | $877.6K | 0.02% | +4,253 | New |
| Kestra Private Wealth Services, LLC | 4,201 | $866.8K | 0.01% | −93−2.2% | Reduced |
| Emerald Advisers, LLC | 4,196 | $865.8K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,186 | $863.7K | 0.03% | −719−14.7% | Reduced |
| Cornerstone Enterprises, LLC | 4,182 | $862.9K | 0.43% | −762−15.4% | Reduced |
| Thoroughbred Financial Services, LLC | 4,152 | $856.0K | 0.05% | +140+3.5% | Added |
| LeConte Wealth Management, LLC | 4,078 | $841.5K | 0.54% | +284+7.5% | Added |
| GraniteShares Advisors LLC | 4,077 | $841.2K | 0.61% | −336−7.6% | Reduced |
| Davis Capital Management | 4,053 | $836.3K | 0.57% | +10.0% | Added |
| Dara Capital US, Inc. | 4,050 | $835.7K | 0.79% | +82+2.1% | Added |
| Summit Financial, LLC | 4,041 | $833.8K | 0.01% | −2,173−35.0% | Reduced |
| Kingsview Wealth Management, LLC | 4,034 | $832.4K | 0.01% | −96−2.3% | Reduced |
| Menard Financial Group LLC | 4,007 | $826.8K | 0.58% | −24−0.6% | Reduced |
| Nwam LLC | 4,003 | $826.0K | 0.05% | +4,003 | New |
| Kingswood Wealth Advisors, LLC | 3,985 | $822.3K | 0.04% | +318+8.7% | Added |
| Alphadyne Asset Management LP | 3,940 | $813.0K | 0.11% | +234+6.3% | Added |
| PFG Advisors | 3,931 | $811.1K | 0.04% | +2,300+141.0% | Added |
| Avestar Capital, LLC | 3,890 | $802.8K | 0.05% | −136−3.4% | Reduced |
| Prelude Capital Management, LLC | 3,888 | $802.3K | 0.06% | +80+2.1% | Added |
| Guggenheim Capital LLC | 3,820 | $788.2K | 0.01% | −1,796−32.0% | Reduced |
| Dynasty Wealth Management, LLC | 3,805 | $785.1K | 0.01% | +626+19.7% | Added |
| Sagespring Wealth Partners, LLC | 3,791 | $782.2K | 0.01% | +309+8.9% | Added |
| OpenArc Corporate Advisory, LLC | 3,731 | $769.9K | 0.01% | −163−4.2% | Reduced |
| Brookstone Capital Management | 3,710 | $765.5K | 0.01% | +436+13.3% | Added |
| Hill Island Financial LLC | 3,676 | $758.5K | 0.18% | −10.0% | Reduced |
| Apollon Wealth Management, LLC | 3,668 | $756.9K | 0.01% | −27−0.7% | Reduced |
| Cache Advisors, LLC | 3,650 | $753.1K | 0.09% | 00.0% | Unchanged |
| LRT Capital Management, LLC | 3,627 | $748.4K | 0.70% | −76−2.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 3,619 | $746.7K | 0.07% | +3,619 | New |
| Wealthcare Advisory Partners LLC | 3,614 | $745.7K | 0.01% | +516+16.7% | Added |
| Advisors Asset Management, Inc. | 3,593 | $741.4K | 0.01% | +1,159+47.6% | Added |
| Oxford Financial Group Ltd | 3,589 | $740.6K | 0.04% | +3,589 | New |
| Powell Investment Advisors, LLC | 3,583 | $739.3K | 0.25% | 00.0% | Unchanged |
| Intech Investment Management LLC | 3,578 | $738.3K | 0.01% | −10,360−74.3% | Reduced |
| Cambria Investment Management, L.P. | 3,540 | $730.4K | 0.04% | +1,860+110.7% | Added |
| Central Pacific Bank - Trust Division | 3,503 | $722.8K | 0.09% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,459 | $713.7K | 0.02% | +3,459 | New |
| Tuttle Tactical Management | 3,426 | $706.9K | 1.16% | +3,426 | New |
| Avanza Fonder AB | 3,423 | $706.3K | 0.02% | +100+3.0% | Added |
| Illinois Municipal Retirement Fund | 3,392 | $699.9K | 0.01% | −7,775−69.6% | Reduced |
| Truvestments Capital LLC | 3,390 | $699.6K | 0.13% | +278+8.9% | Added |
| Argos Wealth Advisors, LLC | 3,334 | $687.9K | 0.20% | +126+3.9% | Added |
| Cravens & Co Advisors, LLC | 3,316 | $684.2K | 0.44% | +244+7.9% | Added |
| Frank, Rimerman Advisors LLC | 3,314 | $683.8K | 0.04% | +441+15.3% | Added |
| Baird Financial Group, Inc. | 3,312 | $683.4K | 0.00% | +1,452+78.1% | Added |
| Evoke Wealth, LLC | 3,277 | $676.2K | 0.01% | +409+14.3% | Added |
| Crossmark Global Holdings, Inc. | 3,268 | $674.3K | 0.01% | −52−1.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,262 | $673.1K | 0.04% | +3,262 | New |
| Savant Capital, LLC | 3,261 | $672.9K | 0.00% | +696+27.1% | Added |
| Sovran Advisors, LLC | 3,238 | $663.7K | 0.05% | +234+7.8% | Added |
| Fedenia Advisers LLC | 3,160 | $652.0K | 0.48% | −32−1.0% | Reduced |
| Fiduciary Planning LLC | 3,136 | $647.1K | 0.20% | +546+21.1% | Added |
| AXS Investments LLC | 3,126 | $645.0K | 0.26% | −432−12.1% | Reduced |
| United Advisor Group, LLC | 3,126 | $645.0K | 0.08% | −211−6.3% | Reduced |
| Synergy Financial Group, LTD | 3,111 | $641.9K | 0.48% | −216−6.5% | Reduced |
| International Assets Investment Management, LLC | 3,120 | $640.9K | 0.04% | −114−3.5% | Reduced |
| Arrowroot Family Office, LLC | 3,105 | $640.7K | 0.21% | +3,105 | New |
| Bridges Investment Management Inc | 3,053 | $630.0K | 0.01% | +118+4.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 3,051 | $629.5K | 0.02% | −835−21.5% | Reduced |
| Twin Tree Management, LP | 3,049 | $629.1K | 0.13% | +3,049 | New |
| Rooted Wealth Advisors, Inc. | 3,068 | $628.4K | 0.17% | −12−0.4% | Reduced |
| Independence Bank of Kentucky | 3,020 | $623.1K | 0.08% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,017 | $622.0K | 0.10% | −45−1.5% | Reduced |
| Farmers Trust Co | 3,000 | $619.0K | 0.10% | 00.0% | Unchanged |
| Pacific Point Advisors, LLC | 3,000 | $619.0K | 0.33% | 00.0% | Unchanged |
| PFG Investments, LLC | 2,984 | $615.7K | 0.03% | −1,003−25.2% | Reduced |
| Westwood Holdings Group Inc. | 2,979 | $614.7K | 0.00% | −256−7.9% | Reduced |
| National Asset Management, Inc. | 3,090 | $601.4K | 0.04% | +176+6.0% | Added |
| EP Wealth Advisors, LLC | 2,913 | $601.1K | 0.00% | −4,942−62.9% | Reduced |
| Archer Investment Corp | 2,900 | $598.4K | 0.13% | +2,900 | New |
| Premier Path Wealth Partners, LLC | 2,882 | $594.6K | 0.08% | +236+8.9% | Added |
| Buckingham Strategic Partners | 2,823 | $582.4K | 0.01% | +1,357+92.6% | Added |
| Flputnam Investment Management Co | 2,822 | $582.3K | 0.01% | +870+44.6% | Added |
| Ring Mountain Capital, LLC | 2,789 | $575.0K | 0.31% | −4−0.1% | Reduced |
| Frec Markets, Inc. | 2,738 | $565.0K | 0.10% | +2,738 | New |
| Ronald Blue Trust, Inc. | 2,735 | $564.3K | 0.01% | −39−1.4% | Reduced |
| Kornitzer Capital Management Inc | 2,700 | $557.1K | 0.01% | +550+25.6% | Added |
| Spear Advisors LLC | 2,679 | $552.8K | 0.41% | −26,961−91.0% | Reduced |
| Chicago Partners Investment Group LLC | 2,652 | $550.4K | 0.01% | +309+13.2% | Added |
| Portside Wealth Group, LLC | 2,664 | $549.7K | 0.07% | −57−2.1% | Reduced |
| Clarendon Private LLC | 2,633 | $543.3K | 0.42% | −54−2.0% | Reduced |
| McAdam, LLC | 2,623 | $541.3K | 0.02% | +683+35.2% | Added |
| Driehaus Capital Management LLC | 2,548 | $525.8K | 0.00% | −426−14.3% | Reduced |