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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
Aptus Capital Advisors, LLC1,544$318.6K0.00%+238+18.2%Added
Clear Wave Wealth Management LLC1,536$316.9K0.08%+1,536New
Sanders Morris Harris LLC1,530$315.7K0.05%+1,530New
1776 Wealth LLC1,527$315.1K0.12%00.0%Unchanged
Napier Financial, LLC1,527$315.1K0.07%+1,527New
Herold Advisors, Inc.1,520$313.6K0.07%00.0%Unchanged
Mount Lucas Management LP1,512$312.0K0.12%−1,846−55.0%Reduced
Gladstone Institutional Advisory LLC1,507$311.0K0.01%00.0%Unchanged
Peak Asset Management, LLC1,500$309.5K0.05%00.0%Unchanged
Gordian Capital Singapore Pte Ltd1,500$309.5K0.52%+1,500New
Atlantic Union Bankshares Corp1,491$307.7K0.01%−45−2.9%Reduced
Abacus Planning Group, Inc.1,485$306.4K0.04%00.0%Unchanged
Waterloo Capital, L.P.1,476$304.6K0.02%+170+13.0%Added
Glenmede Trust Co NA1,468$302.9K0.00%+11+0.8%Added
Cordoba Advisory Partners LLC1,467$302.7K0.08%00.0%Unchanged
CBOE Vest Financial, LLC1,458$300.8K0.00%+104+7.7%Added
Forum Financial Management, LP1,448$298.8K0.00%−2,774−65.7%Reduced
Insigneo Advisory Services, LLC1,446$298.4K0.02%−1,184−45.0%Reduced
Range Advisory, LLC1,444$297.9K0.06%+1,444New
Huntleigh Advisors, Inc.1,441$297.3K0.05%−1,306−47.5%Reduced
Core Wealth Partners LLC1,440$297.1K0.14%00.0%Unchanged
Fiduciary Trust Co1,428$294.6K0.00%+10+0.7%Added
Sunbelt Securities, Inc.1,409$290.7K0.02%00.0%Unchanged
Mayflower Financial Advisors, LLC1,396$288.1K0.04%−13−0.9%Reduced
Stonekeep Investments, LLC1,395$287.9K0.19%+5+0.4%Added
Revisor Wealth Management LLC1,390$286.9K0.08%+53+4.0%Added
Walser Wealth Management Company, A Ltd Liability Co1,386$286.1K0.13%+209+17.8%Added
Net Worth Advisory Group1,385$285.8K0.06%−187−11.9%Reduced
DRW Securities, LLC1,383$285.4K0.02%−1,550−52.8%Reduced
Fukoku Mutual Life Insurance Co1,375$283.7K0.02%00.0%Unchanged
Davenport & Co LLC1,373$283.3K0.00%+153+12.5%Added
U.S. Capital Wealth Advisors, LLC1,365$281.7K0.01%+70+5.4%Added
Black Swift Group, LLC1,350$278.6K0.05%+1,350New
Verus Capital Partners, LLC1,345$277.5K0.02%+1,345New
Pinnacle Associates Ltd1,344$277.3K0.00%−1,411−51.2%Reduced
Silver Oak Securities, Inc1,340$276.5K0.02%+250+22.9%Added
Kestra Investment Management, LLC1,338$276.1K0.00%+195+17.1%Added
HighPoint Advisor Group LLC1,336$275.7K0.01%−3,528−72.5%Reduced
Diligent Investors, LLC1,315$271.3K0.07%+54+4.3%Added
Quotient Wealth Partners, LLC1,312$270.8K0.01%+82+6.7%Added
NorthCrest Asset Manangement, LLC1,263$267.3K0.01%+1,263New
Chesapeake Capital Corp1,293$266.8K0.19%−1,294−50.0%Reduced
Mirabella Financial Services LLP1,276$263.3K0.03%+1,276New
Flagship Harbor Advisors, LLC1,274$262.9K0.01%−25−1.9%Reduced
Wedbush Securities Inc1,269$262.0K0.01%+7+0.6%Added
Advisor OS, LLC1,249$257.7K0.02%−95−7.1%Reduced
Modera Wealth Management, LLC1,244$256.7K0.00%+1,244New
Bedell Frazier Investment Counseling, LLC1,238$255.4K0.05%+10+0.8%Added
Global Financial Private Client, LLC1,236$255.0K0.08%+1,236New
Alta Advisers Ltd1,235$254.8K0.09%00.0%Unchanged
Basecamp Wealth Advisors LLC1,232$254.2K0.05%−2−0.2%Reduced
Oarsman Capital, Inc.1,218$251.3K0.03%00.0%Unchanged
Drucker Wealth 3.0, LLC1,214$250.5K0.04%+1,214New
Focused Wealth Management, Inc1,209$249.5K0.03%+21+1.8%Added
Moors & Cabot, Inc.1,192$246.0K0.01%−311−20.7%Reduced
Ameliora Wealth Management Ltd.1,190$245.5K0.08%−179−13.1%Reduced
Tiaa-Cref Individual & Institutional Services, LLC1,187$245.0K0.00%+1,187New
Prospera Financial Services Inc1,181$243.6K0.00%−518−30.5%Reduced
Capital Investment Advisors, LLC1,180$243.5K0.00%+1,180New
IHT Wealth Management, LLC1,174$242.2K0.01%+1,174New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,158$238.9K0.00%−33−2.8%Reduced
FIL Ltd1,152$237.7K0.00%−1,843−61.5%Reduced
Koshinski Asset Management, Inc.1,144$236.1K0.01%+1,144New
MCF Advisors LLC1,139$235.0K0.01%00.0%Unchanged
Diversified Trust Co1,133$233.8K0.00%+1,133New
Pensionmark Financial Group, LLC1,132$233.6K0.00%−10−0.9%Reduced
Total Clarity Wealth Management, Inc.1,122$231.5K0.05%−55−4.7%Reduced
Icon Wealth Advisors, LLC1,086$230.2K0.01%+1,086New
Howard Capital Management Inc.1,113$229.7K0.00%−1,040−48.3%Reduced
Nilsine Partners, LLC1,080$229.3K0.02%+1,080New
Stock Yards Bank & Trust Co1,109$228.8K0.01%−555−33.4%Reduced
Johnson Investment Counsel Inc1,107$228.4K0.00%00.0%Unchanged
Consolidated Capital Management, LLC1,100$227.0K0.07%00.0%Unchanged
Grand Central Investment Group1,100$227.0K0.17%+1,100New
West Family Investments, Inc.1,085$223.9K0.08%−489−31.1%Reduced
WT Wealth Management1,083$223.5K0.07%+1,083New
Cornerstone Wealth Management, LLC1,081$223.1K0.01%−14−1.3%Reduced
SageView Advisory Group, LLC1,074$221.6K0.01%+51+5.0%Added
Paragon Advisors, LLC1,074$221.6K0.06%00.0%Unchanged
Willis Johnson & Associates, Inc.1,073$221.4K0.01%−1−0.1%Reduced
Strategic Blueprint, LLC1,072$221.2K0.01%+14+1.3%Added
Sym Financial Corp1,067$220.2K0.02%+1,067New
Tradewinds, LLC.1,008$219.2K0.07%+1,008New
Prospect Financial Services LLC1,061$218.9K0.13%−118−10.0%Reduced
Pacific Excel Wealth Advisors, Inc.1,046$215.8K0.23%+1,046New
Teza Capital Management LLC1,044$215.4K0.79%−641−38.0%Reduced
Shearwater Capital LLC1,043$215.2K0.11%+3+0.3%Added
Sentinus, LLC1,043$215.2K0.02%+1,043New
CSM Advisors, LLC1,023$211.0K0.01%−9,562−90.3%Reduced
Chilton Investment Co LLC1,005$207.4K0.00%+1,005New
Lewis Asset Management, LLC1,004$207.2K0.08%+1,004New
Hirtle Callaghan & Co LLC1,001$206.5K0.01%+1,001New
Shufro Rose & Co LLC1,000$206.3K0.01%+1,000New
Pacific Sun Financial Corp1,000$206.3K0.10%+1,000New
Greatmark Investment Partners, Inc.1,000$206.3K0.02%+1,000New
Chiron Capital Management, LLC1,000$206.3K0.21%+1,000New
Birchcreek Wealth Management, LLC1,000$206.3K0.10%+1,000New
Clearstead Advisors, LLC988$203.9K0.00%−89−8.3%Reduced
Jacobi Capital Management LLC987$203.7K0.01%+987New
Guidance Capital, Inc831$203.1K0.05%+831New