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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.

Q2 2026 vs. Q1 2026

How the institutions holding Cloudflare, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of NET: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders1,139111,228+100
Shares277.0M279.7K284.6M+7.90M (+2.9%)
Value$57.1B$57.7M$69.8B+$12.8B (+22.4%)

11 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (218)

Institutions that held Cloudflare, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 218 by value.

Institutions new to NET in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank3,596,888$882.2M0.09%
T. Rowe Price Investment Management, Inc.1,892,593$464.2M0.30%
Menora Mivtachim Holdings Ltd.983,250$241.2M0.94%
Qube Research & Technologies Ltd454,589$111.5M0.12%
Worldquant Millennium Advisors LLC327,943$80.4M0.28%
Alyeska Investment Group, L.P.308,200$75.6M0.19%
Optiver Holding B.V.305,258$74.9M1.07%
Renaissance Technologies LLC171,400$42.0M0.06%
Jupiter Topco LLC162,576$39.9M0.02%
HRT Financial LP142,124$34.9M0.06%
Contour Asset Management LLC140,946$34.6M0.82%
LMR Partners LLP136,257$33.4M0.25%
Nykredit A/S119,162$29.2M0.11%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD107,866$26.5M1.09%
Scge Management, L.P.100,800$24.7M0.42%
Harel Insurance Investments & Financial Services Ltd.100,500$24.7M0.12%
ExodusPoint Capital Management, LP100,016$24.5M0.23%
Artemis Investment Management LLP98,882$24.3M0.22%
Tudor Investment Corp Et Al91,048$22.3M0.09%
Connor, Clark & Lunn Investment Management Ltd.88,088$21.6M0.04%
Voloridge Investment Management, LLC76,592$18.8M0.08%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD36,434$8.94M1.10%
Virginia Retirement Systems Et Al31,150$7.64M0.05%
State of Michigan Retirement System29,354$7.20M0.03%
Simplex Trading, LLC24,408$5.99M0.16%
Shannon River Fund Management LLC23,589$5.79M0.52%
Sona Asset Management (US) LLC21,000$5.15M0.19%
BOCHK Asset Management Ltd19,900$4.88M0.77%
Kentucky Retirement Systems19,791$4.85M0.12%
Susquehanna Fundamental Investments, LLC17,961$4.41M0.08%
Elevatus Welath Management17,385$4.26M1.04%
Tran Capital Management, L.P.16,841$4.13M0.48%
Blue Jean Financial LLC15,475$3.80M2.64%
Element Capital Management LLC15,000$3.68M0.20%
Bulltick Wealth Management, LLC14,891$3.65M0.74%
Agf Management Ltd13,896$3.41M0.01%
Bleakley Financial Group, LLC12,138$2.98M0.04%
Morgens Waterfall Vintiadis & Co Inc11,500$2.82M2.15%
Discovery Capital Management, LLC10,932$2.68M0.11%
Citizens Financial Group Inc9,185$2.25M0.03%
Oak Thistle LLC9,003$2.21M0.21%
Diversify Advisory Services, LLC8,124$2.16M0.04%
Mediolanum International Funds Ltd8,805$2.15M0.02%
Caisse de Depot Et Placement du Quebec8,382$2.06M0.00%
Quantbot Technologies LP7,978$1.96M0.08%
Redhawk Wealth Advisors, Inc.7,161$1.76M0.17%
ION Fund Management Ltd7,000$1.72M0.20%
J. Safra Sarasin Holding AG6,674$1.64M0.02%
Vega Investment Solutions6,561$1.61M0.23%
Anchor Bay Capital, Inc.5,037$1.56M0.84%
Dark Forest Capital Management LP5,916$1.45M0.09%
Gateway Investment Advisers LLC5,911$1.45M0.01%
Caisse des Depots Et Consignations5,657$1.39M0.02%
Arrowstreet Capital, Limited Partnership5,028$1.23M0.00%
Kovack Advisors, Inc.4,710$1.16M0.06%
Wright Investors Service Inc4,561$1.12M0.31%
Csenge Advisory Group4,457$1.09M0.04%
Global Retirement Partners, LLC4,210$1.03M0.02%
Caption Management, LLC4,200$1.03M0.04%
Sunstone Asset Management, L.P.4,046$993.5K1.08%
Virtue Capital Management, LLC3,721$912.7K0.12%
Capstone Capital Management Ltd3,493$856.8K0.38%
Oversea-Chinese Banking CORP Ltd3,561$844.8K0.02%
SNS Financial Group, LLC3,286$806.0K0.02%
Longaeva Partners L.P.2,709$664.5K0.02%
Waddell & Associates, LLC2,627$644.4K0.03%
Bradley Foster & Sargent Inc2,455$602.2K0.01%
Storgate, LLC2,453$601.7K0.12%
Kesler, Norman & Wride, LLC2,443$599.2K0.09%
CAPROCK Group, Inc.2,303$565.1K0.01%
Skaana Management L.P.2,300$564.1K0.15%
Cypress Capital Group2,284$560.2K0.05%
PEAK6 LLC2,229$546.7K0.01%
Integrity Alliance, LLC.2,181$535.0K0.02%
Mirova2,140$524.9K0.02%
Axxion S.A.2,127$521.7K0.04%
QTR Family Wealth, LLC2,063$506.0K0.18%
Transcend Wealth Collective, LLC2,038$499.8K0.03%
Proficio Capital Partners LLC1,984$486.6K0.02%
Banco Santander, S.A.1,973$483.9K0.00%
Flow Traders U.S. LLC1,963$481.0K0.02%
Catalyst Capital Advisors LLC1,945$477.1K0.01%
Claudia M.P. Batlle, CRP (R) LLC1,910$468.5K0.14%
Parcion Private Wealth LLC1,864$457.2K0.03%
Polymer Capital Management (US) LLC1,805$442.7K0.07%
SIH Partners, LLLP1,788$438.6K0.02%
Blackstone Group Inc.1,736$425.8K0.00%
Stephens Inc1,679$411.8K0.00%
Keebeck Wealth Management, LLC1,675$410.8K0.04%
Perpetual Ltd1,647$404.0K0.01%
Ares Systematic Credit Ltd1,623$398.1K0.24%
EntryPoint Capital, LLC1,598$392.0K0.10%
Diker Management LLC1,500$368.0K0.28%
Holderness Investments Co1,496$366.9K0.06%
Crestwood Advisors Group LLC1,471$360.7K0.01%
Baker Avenue Asset Management, LP1,465$359.2K0.01%
Bayesian Capital Management, LP1,449$355.4K0.23%
Pinnacle Wealth Management Advisory Group, LLC1,447$354.9K0.02%
GatePass Capital, LLC1,415$347.1K0.13%
Caerus Investment Advisors, LLC1,414$346.8K0.12%

Sold out (118)

Institutions that held Cloudflare, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Showing the largest 100 of 118 by value.

Institutions that sold out of NET in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Point72 Asset Management, L.P.428,984$88.5M
Woodline Partners LP419,492$86.6M
Capital Research Global Investors321,736$66.4M
Styrax Capital, LP200,000$41.3M
Mizuho Markets Cayman LP160,000$33.0M
Picton Mahoney Asset Management119,286$24.6M
Summit Partners Public Asset Management, LLC108,000$22.3M
Verition Fund Management LLC102,025$21.1M
Steadfast Capital Management LP96,000$19.8M
Benchstone Capital Management LP81,483$16.8M
Wealth High Governance Asset Management Ltda.77,893$16.1M
Cinctive Capital Management LP74,460$15.4M
Atika Capital Management LLC65,000$13.4M
Jain Global LLC60,448$12.5M
Duquesne Family Office LLCSuperinvestorDuquesne Family Office52,535$10.8M
iA Global Asset Management Inc.44,670$9.22M
Walleye Trading LLC43,487$8.97M
Wealth High Governance Capital Ltda42,107$8.69M
Maytus Capital Management, LLC40,296$8.31M
Kadensa Capital Ltd36,953$7.62M
Calamos Advisors LLC34,768$7.17M
Insight Holdings Group, LLC32,800$6.77M
Hidden Lake Asset Management LP32,107$6.62M
Arrow Capital Pty Ltd25,000$4.87M
Warm Springs Advisors Inc.22,198$4.58M
Massar Capital Management, LP16,632$3.43M
Cannon Advisors, Inc.14,722$3.04M
Night Squared LP13,615$2.81M
Ardsley Advisory Partners LP10,800$2.23M
K.J. Harrison & Partners Inc10,100$2.08M
Qsemble Capital Management, LP7,296$1.51M
Portman Square Capital LLP7,278$1.50M
Aigen Investment Management, LP6,171$1.27M
Sandler Capital Management5,954$1.23M
Shelton Wealth Management, LLC5,879$1.21M
DC Investments Management, LLC5,532$1.14M
Index Fund Advisors, Inc.5,276$1.09M
Shay Capital LLC5,000$1.03M
Virtu Financial LLC4,867$1.00M
Northwest & Ethical Investments L.P.4,536$960.6K
Kepler Cheuvreux (Suisse) SA4,557$940.3K
Menard Financial Group LLC4,007$826.8K
PFG Advisors3,931$811.1K
Tuttle Tactical Management3,426$706.9K
Illinois Municipal Retirement Fund3,392$699.9K
Evoke Wealth, LLC3,277$676.2K
Patriot Financial Group Insurance Agency, LLC3,262$673.1K
Twin Tree Management, LP3,049$629.1K
Rooted Wealth Advisors, Inc.3,068$628.4K
Pacific Point Advisors, LLC3,000$619.0K
Westwood Holdings Group Inc.2,979$614.7K
McAdam, LLC2,623$541.3K
Driehaus Capital Management LLC2,548$525.8K
Fieldview Capital Management, LLC2,472$510.1K
Twinbeech Capital LP2,400$495.2K
Pacific Wealth Strategies Group, Inc.2,000$412.7K
Arista Wealth Management, LLC1,923$396.8K
Clark Capital Management Group, Inc.1,832$378.1K
GTS Securities LLC1,799$371.2K
Gsa Capital Partners LLP1,755$362.0K
Quadrant Private Wealth Management, LLC1,653$341.1K
Oxford Asset Management LLP1,639$338.2K
Laurion Capital Management LP1,629$336.1K
Lotus Technology Management, LP1,616$333.4K
Paces Ferry Wealth Advisors, LLC1,556$321.1K
Sanders Morris Harris LLC1,530$315.7K
Mount Lucas Management LP1,512$312.0K
Gordian Capital Singapore Pte Ltd1,500$309.5K
Huntleigh Advisors, Inc.1,441$297.3K
Walser Wealth Management Company, A Ltd Liability Co1,386$286.1K
Black Swift Group, LLC1,350$278.6K
Mirabella Financial Services LLP1,276$263.3K
Moors & Cabot, Inc.1,192$246.0K
IHT Wealth Management, LLC1,174$242.2K
Willis Johnson & Associates, Inc.1,073$221.4K
Strategic Blueprint, LLC1,072$221.2K
Pacific Excel Wealth Advisors, Inc.1,046$215.8K
CSM Advisors, LLC1,023$211.0K
Jacobi Capital Management LLC987$203.7K
Golden State Equity Partners703$145.1K
Global Assets Advisory, LLC652$134.5K
Thurston, Springer, Miller, Herd & Titak, Inc.450$92.9K
Sound Income Strategies, LLC419$86.1K
Intentional Wealth Strategies, LLC270$55.7K
Elequin Capital LP253$52.2K
Strive Financial Group ,LLC253$52.0K
AlphaCentric Advisors LLC239$49.3K
Tiaa Trust, National Association239$49.3K
United Community Bank200$41.3K
Hanson & Doremus Investment Management200$41.0K
Rachor Investment Advisory Services, LLC170$35.1K
RWM Asset Management, LLC150$31.0K
Twin Peaks Wealth Advisors, LLC128$26.4K
Addison Advisors LLC111$22.9K
Acumen Wealth Advisors, LLC105$21.7K
Berbice Capital Management LLC105$21.7K
Toth Financial Advisory Corp60$12.4K
Wealth Preservation Advisors, LLC41$8.46K
Bank of Jackson Hole Trust35$7.22K
Princeton Global Asset Management LLC26$5.37K

Not filed for Q2 2026 yet (11)

Institutions that held Cloudflare, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NET in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC241,367$49.8M
CWM, LLC21,775$4.49M
Skopos Labs, Inc.5,358$1.11M
Farmers Trust Co3,000$619.0K
Gibbs Wealth Management2,517$519.4K
Moseley Investment Management Inc1,593$328.7K
Sunbelt Securities, Inc.1,409$290.7K
U.S. Capital Wealth Advisors, LLC1,365$281.7K
Bedell Frazier Investment Counseling, LLC1,238$255.4K
Evelyn Partners Investment Management LLP75$15.5K
McIlrath & Eck, LLC5$1.03K