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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
Gill Capital Partners, LLC2,544$524.9K0.15%00.0%Unchanged
Bokf, NA2,538$523.7K0.01%+32+1.3%Added
Smartleaf Asset Management LLC2,688$523.2K0.02%+234+9.5%Added
Benjamin Edwards Inc2,520$519.9K0.01%+439+21.1%Added
Qtron Investments LLC2,518$519.6K0.07%+273+12.2%Added
Gibbs Wealth Management2,517$519.4K0.07%−924−26.9%Reduced
LVW Advisors, LLC2,482$512.1K0.05%+133+5.7%Added
Umb Bank N A2,476$510.9K0.01%+20+0.8%Added
Snowden Capital Advisors LLC2,473$510.3K0.01%+197+8.7%Added
Fieldview Capital Management, LLC2,472$510.1K0.15%+2,472New
Timothy G. Youngquist 2020 Irrevocable Trust2,437$502.9K0.25%+900+58.6%Added
Ascent Group, LLC2,400$495.2K0.02%+206+9.4%Added
Twinbeech Capital LP2,400$495.2K0.05%−65,425−96.5%Reduced
Avant Financial Advisors LLC2,400$495.2K0.35%00.0%Unchanged
Hudock, Inc.2,393$493.8K0.07%+2,393New
Aprio Wealth Management, LLC2,353$485.5K0.03%+575+32.3%Added
Anchor Investment Management, LLC2,345$483.9K0.04%+2,345New
Focus Financial Network, Inc.2,310$476.6K0.02%+725+45.7%Added
Concurrent Investment Advisors, LLC2,309$476.4K0.01%−2,085−47.5%Reduced
KPP Advisory Services LLC2,296$473.8K0.07%−9−0.4%Reduced
QVT Financial LP2,290$472.5K0.04%+2,290New
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna2,271$468.6K0.19%+330+17.0%Added
Savvy Advisors, Inc.2,246$463.4K0.01%+293+15.0%Added
Whalen Wealth Management Inc.2,212$456.4K0.24%+2,212New
Pier 88 Investment Partners LLC2,200$453.9K0.12%−3,397−60.7%Reduced
Livforsakringsbolaget Skandia, Omsesidigt2,196$453.1K0.02%00.0%Unchanged
Souders Financial Advisors2,191$452.1K0.05%−62−2.8%Reduced
Mosley Wealth Management2,099$450.4K0.20%+24+1.2%Added
Personal Cfo Solutions, LLC2,129$439.3K0.06%−6−0.3%Reduced
IMA Wealth, Inc.2,124$438.3K0.04%+834+64.7%Added
Capital Performance Advisors LLP2,119$437.2K0.03%+60+2.9%Added
Silvercrest Asset Management Group LLC2,115$436.4K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC2,110$435.4K0.04%00.0%Unchanged
Impact Partnership Wealth, LLC2,100$433.3K0.05%+465+28.4%Added
Shepherd Street Advisors LLC2,082$429.6K0.42%00.0%Unchanged
Jamison Private Wealth Management, Inc.2,064$425.9K0.05%+52+2.6%Added
Quent Capital, LLC2,063$425.7K0.03%+78+3.9%Added
Lodestone Wealth Management LLC2,033$419.5K0.17%+38+1.9%Added
Financial Perspectives, Inc2,028$418.5K0.12%00.0%Unchanged
Bull Harbor Capital LLC2,021$417.0K0.11%+2,021New
TD Waterhouse Canada Inc.2,025$415.9K0.00%+426+26.6%Added
Prime Capital Investment Advisors, LLC2,007$414.1K0.00%−491−19.7%Reduced
MidFirst Bank2,000$412.7K0.03%−2,062−50.8%Reduced
Pacific Wealth Strategies Group, Inc.2,000$412.7K0.26%00.0%Unchanged
Sava Infond d.o.o.2,000$412.7K0.06%+1,200+150.0%Added
Krilogy Financial LLC2,082$410.9K0.01%+653+45.7%Added
Palidye Holdings (Caymans) Ltd1,977$407.9K0.08%+1,977New
Warren Averett Asset Management, LLC1,969$406.2K0.00%+479+32.1%Added
Left Brain Wealth Management, LLC1,952$402.8K0.16%−4,870−71.4%Reduced
Ameritas Advisory Services, LLC1,945$401.3K0.02%+44+2.3%Added
Greenleaf Trust1,935$399.3K0.00%+183+10.4%Added
Dynamic Advisor Solutions LLC1,932$398.6K0.01%+263+15.8%Added
Arista Wealth Management, LLC1,923$396.8K0.05%00.0%Unchanged
Indivisible Partners1,913$394.7K0.03%−79−4.0%Reduced
Steward Partners Investment Advisory, LLC1,906$393.3K0.00%+12+0.6%Added
Ostrum Asset Management1,901$392.3K0.02%+28+1.5%Added
GAMMA Investing LLC1,896$391.2K0.02%+450+31.1%Added
TownSquare Capital, LLC1,892$390.4K0.09%+1,892New
Wealthspire Advisors, LLC1,882$388.3K0.00%+188+11.1%Added
Seven Springs Wealth Group, LLC1,869$385.6K0.09%00.0%Unchanged
Sigma Planning Corp1,847$381.0K0.01%+272+17.3%Added
We Are One Seven, LLC1,833$378.2K0.01%+19+1.0%Added
Clark Capital Management Group, Inc.1,832$378.1K0.00%+11+0.6%Added
Ritholtz Wealth Management1,829$377.4K0.01%−20−1.1%Reduced
Liberty One Investment Management, LLC1,827$377.0K0.04%+925+102.5%Added
Eddie Patel Inc1,822$376.0K0.29%−821−31.1%Reduced
PDS Planning, Inc1,820$375.5K0.02%+314+20.8%Added
Intrust Bank NA1,807$372.9K0.03%+707+64.3%Added
Sivia Capital Partners, LLC1,803$372.0K0.07%−1,524−45.8%Reduced
Hummer Financial Advisory Services Inc1,800$371.4K0.26%+150+9.1%Added
GTS Securities LLC1,799$371.2K0.01%−853−32.2%Reduced
Forefront Wealth Partners, LLC1,797$370.8K0.16%+1,797New
Centaurus Financial, Inc.1,780$367.0K0.02%+82+4.8%Added
Sterling Investment Advisors, Ltd.1,768$364.8K0.07%−250−12.4%Reduced
Gsa Capital Partners LLP1,755$362.0K0.02%+553+46.0%Added
Spirepoint Private Client, LLC1,747$360.5K0.03%00.0%Unchanged
Cardiff Park Advisors, LLC1,726$356.1K0.03%−380−18.0%Reduced
Aaron Wealth Advisors1,718$354.5K0.02%+257+17.6%Added
Resonant Capital Advisors, LLC1,716$354.1K0.02%+461+36.7%Added
Two Sigma Securities, LLC1,712$353.3K0.04%−1,153−40.2%Reduced
AlphaCore Capital LLC1,695$349.8K0.01%−30−1.7%Reduced
Balboa Wealth Partners1,692$349.1K0.06%−133−7.3%Reduced
Horizon Investments, LLC1,692$349.1K0.00%+470+38.5%Added
Bryn Mawr Trust Co1,689$348.5K0.01%+24+1.4%Added
Cynosure Management, LLC1,664$343.4K0.04%−2,018−54.8%Reduced
Quadrant Private Wealth Management, LLC1,653$341.1K0.05%+51+3.2%Added
Oxford Asset Management LLP1,639$338.2K0.14%+1,639New
180 Wealth Advisors, LLC1,637$337.8K0.04%+29+1.8%Added
Laurion Capital Management LP1,629$336.1K0.03%+1,629New
TD Private Client Wealth LLC1,627$335.7K0.01%+291+21.8%Added
Lotus Technology Management, LP1,616$333.4K1.24%−199−11.0%Reduced
Capital Advisors Inc1,609$332.0K0.01%+561+53.5%Added
Westpac Banking Corp1,602$330.6K0.02%−208−11.5%Reduced
L2 Asset Management, LLC1,595$329.1K0.03%+121+8.2%Added
Moseley Investment Management Inc1,593$328.7K0.10%00.0%Unchanged
Evolve Private Wealth, LLC1,589$327.9K0.02%+366+29.9%Added
Drive Wealth Management, LLC1,576$325.2K0.07%+246+18.5%Added
Simplify Asset Management Inc.1,566$323.1K0.00%−307−16.4%Reduced
Rehmann Capital Advisory Group1,558$321.5K0.02%+1,558New
Paces Ferry Wealth Advisors, LLC1,556$321.1K0.13%+19+1.2%Added