Skip to main content
Livermore
Livermore
中文EN

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; 1,272 institutions reported holding it in 13F filings for Q2 2026, worth $78.5B in total; 3 superinvestors hold it, including ARK Invest and Oaktree Capital.

13F holders, Q2 2026

Institutional positions in Cloudflare, Inc. as of Jun 30, 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
1,272
+123 vs. Q1 2026
Shares held
421.4M
+96.3M (+29.6%) vs. Q1 2026
Total value
$78.5B
+$20.1B (+34.3%) vs. Q1 2026
New holders
239
492 more added
Sold out
116
384 more reduced

11 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 1,272 institutions
Q1 2021: 507 institutionsQ2 2021: 537 institutionsQ3 2021: 620 institutionsQ4 2021: 681 institutionsQ1 2022: 641 institutionsQ2 2022: 550 institutionsQ3 2022: 588 institutionsQ4 2022: 573 institutionsQ1 2023: 598 institutionsQ2 2023: 587 institutionsQ3 2023: 603 institutionsQ4 2023: 701 institutionsQ1 2024: 730 institutionsQ2 2024: 680 institutionsQ3 2024: 706 institutionsQ4 2024: 795 institutionsQ1 2025: 891 institutionsQ2 2025: 968 institutionsQ3 2025: 1,056 institutionsQ4 2025: 1,107 institutionsQ1 2026: 1,160 institutionsQ2 2026: 1,272 institutions
Value heldQ2 2026: $78.5B
Q1 2021: $13.7BQ2 2021: $22.6BQ3 2021: $24.6BQ4 2021: $29.8BQ1 2022: $28.0BQ2 2022: $10.4BQ3 2022: $14.1BQ4 2022: $11.9BQ1 2023: $19.9BQ2 2023: $20.6BQ3 2023: $21.5BQ4 2023: $24.4BQ1 2024: $30.9BQ2 2024: $22.4BQ3 2024: $22.0BQ4 2024: $29.7BQ1 2025: $31.6BQ2 2025: $56.2BQ3 2025: $63.0BQ4 2025: $56.4BQ1 2026: $58.5BQ2 2026: $78.5B
Institutions holding NET and their total value by quarter
QuarterHoldersValue
Q2 20261,272$78.5B
Q1 20261,160$58.5B
Q4 20251,107$56.4B
Q3 20251,056$63.0B
Q2 2025968$56.2B
Q1 2025891$31.6B
Q4 2024795$29.7B
Q3 2024706$22.0B
Q2 2024680$22.4B
Q1 2024730$30.9B
Q4 2023701$24.4B
Q3 2023603$21.5B
Q2 2023587$20.6B
Q1 2023598$19.9B
Q4 2022573$11.9B
Q3 2022588$14.1B
Q2 2022550$10.4B
Q1 2022641$28.0B
Q4 2021681$29.8B
Q3 2021620$24.6B
Q2 2021537$22.6B
Q1 2021507$13.7B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q1 2026.

Institutions holding NET in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Navigoe, LLC1$00.00%+1New
Darwin Advisors, LLC0$1270.00%0New
Cordant, Inc.1$1400.00%+1New
Washington Trust Advisors, Inc.1$1500.00%+1New
Abound Financial, LLC1$2450.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC1$2450.00%00.0%Unchanged
Investors Portfolio Services LLC1$2450.00%00.0%Unchanged
West Paces Advisors Inc.1$2450.00%+1New
Ares Financial Consulting, LLC1$2450.00%+1New
Trifecta Capital Advisors, LLC1$2460.00%+1New
Plante Moran Financial Advisors, LLC2$4910.00%−23−92.0%Reduced
Seneschal Advisors, LLC2$4910.00%−9−81.8%Reduced
3 Factor Indexing, LLC2$4910.00%−3−60.0%Reduced
NBT Bank N A2$4910.00%00.0%Unchanged
Key Capital Management, INC2$4910.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC2$4940.00%+2New
Bare Financial Services, Inc3$7360.00%−16−84.2%Reduced
PayPay Securities Corp3$7360.02%−2−40.0%Reduced
Beaird Harris Wealth Management, LLC3$7360.00%00.0%Unchanged
Phillip James Consulting Co.4$9810.00%00.0%Unchanged
Delta Asset Management LLC4$9810.00%00.0%Unchanged
Torren Management, LLC4$9810.00%00.0%Unchanged
1015 Capital Partners, LLC4$9810.00%00.0%Unchanged
Creative Capital Management Investments LLC4$9810.00%+4New
Asset Dedication, LLC4$9820.00%00.0%Unchanged
NorthAvenue LLC4$9820.00%00.0%Unchanged
Atlantic Private Wealth, LLC5$1.23K0.00%00.0%Unchanged
Copia Wealth Management5$1.23K0.00%00.0%Unchanged
First Pacific Financial5$1.23K0.00%−4−44.4%Reduced
DecisionPoint Financial, LLC5$1.23K0.00%+1+25.0%Added
Align Financial, LLC6$1.47K0.00%00.0%Unchanged
HFM Investment Advisors, LLC6$1.47K0.00%+4+200.0%Added
Downshift Financial, LLC6$1.47K0.00%+6New
Trust Co7$1.72K0.00%00.0%Unchanged
Investors Research Corp7$1.72K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC7$1.72K0.00%00.0%Unchanged
West Financial Advisors, LLC7$1.72K0.00%+7New
Caitlin John, LLC8$1.96K0.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC8$1.96K0.00%+3+60.0%Added
Lloyd Advisory Services, LLC.8$1.96K0.00%+8New
ZRC Wealth Management, LLC9$2.21K0.00%+9New
Berkshire Capital Holdings Inc10$2.45K0.00%−39,400−100.0%Reduced
Horrell Capital Management, Inc.11$2.70K0.00%+2+22.2%Added
BOK Financial Private Wealth, Inc.11$2.70K0.00%00.0%Unchanged
Raleigh Capital Management Inc.12$2.94K0.00%00.0%Unchanged
Ameriflex Group, Inc.12$2.94K0.00%+10+500.0%Added
Strategic Wealth Advisors LLC18$3.00K0.00%+2+12.5%Added
DiNuzzo Private Wealth, Inc.13$3.19K0.00%00.0%Unchanged
Stone House Investment Management, LLC13$3.19K0.00%00.0%Unchanged
Vanguard National Trust Co14$3.43K0.00%00.0%Unchanged
Dunhill Financial, LLC14$3.44K0.00%+5+55.6%Added
Point Nemo Capital, LLC15$3.68K0.00%+15New
Commonwealth Retirement Investments LLC16$3.92K0.00%+16New
Planning Strategies Inc.16$3.92K0.00%+16New
Insight Financial Services17$4.17K0.00%00.0%Unchanged
Gleason Group, Inc.18$4.42K0.00%+18New
Legacy Bridge, LLC20$4.91K0.00%−150−88.2%Reduced
Triumph Capital Management20$4.91K0.00%−4−16.7%Reduced
Salem Investment Counselors Inc20$4.91K0.00%00.0%Unchanged
Oakworth Capital, Inc.20$4.93K0.00%00.0%Unchanged
Winch Advisory Services, LLC22$5.40K0.00%+22New
American Capital Advisory, LLC22$5.40K0.00%+10+83.3%Added
West Branch Capital LLC24$5.89K0.00%00.0%Unchanged
Fairscale Capital, LLC24$5.89K0.00%00.0%Unchanged
Rialto Wealth Management, LLC25$6.13K0.00%+7+38.9%Added
Compass Financial Management LLC25$6.13K0.00%+25New
Prestige Wealth Management Group LLC26$6.38K0.00%+7+36.8%Added
Principia Wealth Advisory, LLC28$6.87K0.00%+3+12.0%Added
American National Bank29$7.11K0.00%00.0%Unchanged
Whipplewood Advisors, LLC29$7.11K0.00%−331−91.9%Reduced
Bay Harbor Wealth Management, LLC29$7.11K0.00%+6+26.1%Added
Tidemark, LLC30$7.36K0.00%00.0%Unchanged
Marshall Investment Management, LLC30$7.36K0.00%00.0%Unchanged
Kilter Group LLC32$7.85K0.00%−3−8.6%Reduced
North Star Investment Management Corp.33$8.09K0.00%−9−21.4%Reduced
Financial Network Wealth Advisors LLC34$8.34K0.01%−17−33.3%Reduced
Signature Resources Capital Management, LLC35$8.59K0.00%00.0%Unchanged
Evermay Wealth Management LLC35$8.59K0.00%+35New
NBH Bank35$8.59K0.00%+35New
Quaker Wealth Management, LLC36$8.83K0.00%−112−75.7%Reduced
Hazlett, Burt & Watson, Inc.36$9.00K0.00%−46−56.1%Reduced
High Note Wealth, LLC37$9.07K0.00%+2+5.7%Added
Marquette Asset Management, LLC37$9.08K0.00%+18+94.7%Added
Select Equity Group, L.P.38$9.32K0.00%−854,886−100.0%Reduced
Trust Co of Vermont39$9.57K0.00%+39New
Retirement Wealth Solutions LLC45$11.0K0.01%+3+7.1%Added
Nemes Rush Group LLC46$11.3K0.00%00.0%Unchanged
Allied Private Wealth LLC42$11.5K0.01%+42New
Providence Capital Advisors, LLC48$11.8K0.00%+48New
Caldwell Trust Co50$12.3K0.00%00.0%Unchanged
Global X Japan Co., Ltd.51$12.5K0.00%+3+6.3%Added
Sittner & Nelson, LLC51$12.5K0.00%00.0%Unchanged
Community Financial Services Group, LLC52$12.8K0.00%+52New
Manning & Napier Advisors LLC53$12.9K0.00%+49+1,225.0%Added
Basepoint Wealth LLC53$13.0K0.01%+25+89.3%Added
Hughes Financial Services, LLC54$13.2K0.00%00.0%Unchanged
Synergy Investment Management, LLC49$13.2K0.00%+49New
Central Trust Co56$13.7K0.00%−148−72.5%Reduced
Wilkerson Advisory Group LLC57$14.0K0.00%+5+9.6%Added
Capital Advisors, Ltd. LLC59$14.0K0.00%00.0%Unchanged