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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 $75.0B in total; superinvestors ARK Invest and Soros Fund Management hold it.

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
1,228
+100 vs. Q1 2026
Shares held
284.6M
+7.90M (+2.9%) vs. Q1 2026
Total value
$74.9B
+$17.9B (+31.5%) vs. Q1 2026
New holders
218
487 more added
Sold out
118
385 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: 1,228 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 heldQ2 2026: $75.0B
Q1 2021: $13.7BQ2 2021: $22.6BQ3 2021: $24.6BQ4 2021: $29.8BQ1 2022: $28.0BQ2 2022: $10.4BQ3 2022: $12.9BQ4 2022: $11.0BQ1 2023: $16.2BQ2 2023: $16.0BQ3 2023: $15.8BQ4 2023: $23.3BQ1 2024: $29.6BQ2 2024: $21.2BQ3 2024: $20.8BQ4 2024: $28.4BQ1 2025: $30.1BQ2 2025: $54.6BQ3 2025: $61.4BQ4 2025: $54.9BQ1 2026: $57.1BQ2 2026: $75.0B
Institutions holding NET and their total value by quarter
QuarterHoldersValue
Q2 20261,228$75.0B
Q1 20261,139$57.1B
Q4 20251,091$54.9B
Q3 20251,039$61.4B
Q2 2025947$54.6B
Q1 2025872$30.1B
Q4 2024772$28.4B
Q3 2024680$20.8B
Q2 2024652$21.2B
Q1 2024709$29.6B
Q4 2023678$23.3B
Q3 2023573$15.8B
Q2 2023560$16.0B
Q1 2023572$16.2B
Q4 2022550$11.0B
Q3 2022563$12.9B
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
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna1,571$385.3K0.13%−700−30.8%Reduced
VGI Partners Ltd1,584$388.5K0.02%−6,000−79.1%Reduced
Balboa Wealth Partners1,592$390.5K0.05%−100−5.9%Reduced
EntryPoint Capital, LLC1,598$392.0K0.10%+1,598New
180 Wealth Advisors, LLC1,599$392.2K0.04%−38−2.3%Reduced
Capital Advisors Inc1,607$394.2K0.01%−2−0.1%Reduced
Lodestone Wealth Management LLC1,610$394.9K0.14%−423−20.8%Reduced
Global Financial Private Client, LLC1,618$396.9K0.11%+382+30.9%Added
Ares Systematic Credit Ltd1,623$398.1K0.24%+1,623New
Rehmann Capital Advisory Group1,627$399.1K0.02%+69+4.4%Added
Perpetual Ltd1,647$404.0K0.01%+1,647New
Kestra Investment Management, LLC1,651$405.0K0.01%+313+23.4%Added
Cynosure Management, LLC1,664$408.1K0.06%00.0%Unchanged
Keebeck Wealth Management, LLC1,675$410.8K0.04%+1,675New
Waterloo Capital, L.P.1,676$411.1K0.02%+200+13.6%Added
Stephens Inc1,679$411.8K0.00%+1,679New
Seven Springs Wealth Group, LLC1,713$420.2K0.09%−156−8.3%Reduced
Cardiff Park Advisors, LLC1,726$423.4K0.03%00.0%Unchanged
Blackstone Group Inc.1,736$425.8K0.00%+1,736New
Bryn Mawr Trust Co1,738$426.3K0.01%+49+2.9%Added
Spirepoint Private Client, LLC1,750$429.2K0.03%+3+0.2%Added
IMA Wealth, Inc.1,751$429.5K0.03%−373−17.6%Reduced
Howard Capital Management Inc.1,755$430.5K0.01%+642+57.7%Added
Indivisible Partners1,760$431.7K0.02%−153−8.0%Reduced
Sterling Investment Advisors, Ltd.1,768$433.7K0.07%00.0%Unchanged
Icon Wealth Advisors, LLC1,770$434.1K0.03%+684+63.0%Added
Steward Partners Investment Advisory, LLC1,780$436.6K0.00%−126−6.6%Reduced
Personal Cfo Solutions, LLC1,786$438.1K0.06%−343−16.1%Reduced
SIH Partners, LLLP1,788$438.6K0.02%+1,788New
Ritholtz Wealth Management1,799$441.2K0.01%−30−1.6%Reduced
Intrust Bank NA1,800$441.5K0.03%−7−0.4%Reduced
Hummer Financial Advisory Services Inc1,800$441.5K0.29%00.0%Unchanged
L2 Asset Management, LLC1,800$441.5K0.05%+205+12.9%Added
Prime Capital Investment Advisors, LLC1,800$441.5K0.00%−207−10.3%Reduced
Polymer Capital Management (US) LLC1,805$442.7K0.07%+1,805New
Tradewinds, LLC.1,787$444.6K0.10%+779+77.3%Added
West Family Investments, Inc.1,818$445.9K0.13%+733+67.6%Added
Wealthspire Advisors, LLC1,819$446.2K0.00%−63−3.3%Reduced
PDS Planning, Inc1,845$452.5K0.03%+25+1.4%Added
Parcion Private Wealth LLC1,864$457.2K0.03%+1,864New
Greenleaf Trust1,885$462.4K0.00%−50−2.6%Reduced
Dynamic Advisor Solutions LLC1,894$464.6K0.01%−38−2.0%Reduced
Ostrum Asset Management1,901$466.3K0.02%00.0%Unchanged
Simplify Asset Management Inc.1,906$467.5K0.01%+340+21.7%Added
Claudia M.P. Batlle, CRP (R) LLC1,910$468.5K0.14%+1,910New
TownSquare Capital, LLC1,928$472.9K0.09%+36+1.9%Added
Catalyst Capital Advisors LLC1,945$477.1K0.01%+1,945New
Forefront Wealth Partners, LLC1,949$478.1K0.15%+152+8.5%Added
Sentinus, LLC1,961$481.0K0.04%+918+88.0%Added
Flow Traders U.S. LLC1,963$481.0K0.02%+1,963New
Banco Santander, S.A.1,973$483.9K0.00%+1,973New
Flputnam Investment Management Co1,980$485.7K0.01%−842−29.8%Reduced
Proficio Capital Partners LLC1,984$486.6K0.02%+1,984New
Liberty One Investment Management, LLC1,986$487.1K0.05%+159+8.7%Added
Sava Infond d.o.o.2,000$490.6K0.03%00.0%Unchanged
MidFirst Bank2,000$490.6K0.03%00.0%Unchanged
AlphaCore Capital LLC2,011$493.4K0.01%+316+18.6%Added
Western Wealth Management, LLC2,019$495.2K0.02%−5,209−72.1%Reduced
Financial Perspectives, Inc2,028$497.4K0.12%00.0%Unchanged
Whalen Wealth Management Inc.2,033$498.7K0.22%−179−8.1%Reduced
Transcend Wealth Collective, LLC2,038$499.8K0.03%+2,038New
Jamison Private Wealth Management, Inc.2,048$502.3K0.05%−16−0.8%Reduced
Nomura Holdings Inc2,053$503.6K0.00%−16,018−88.6%Reduced
Quent Capital, LLC2,057$504.5K0.03%−6−0.3%Reduced
QTR Family Wealth, LLC2,063$506.0K0.18%+2,063New
Davenport & Co LLC2,069$507.5K0.00%+696+50.7%Added
Clearstead Advisors, LLC2,073$508.5K0.00%+1,085+109.8%Added
Verus Capital Partners, LLC2,086$511.7K0.03%+741+55.1%Added
Rockbridge Investment Management, LCC2,112$518.0K0.04%+2+0.1%Added
Silvercrest Asset Management Group LLC2,115$518.8K0.00%00.0%Unchanged
Axxion S.A.2,127$521.7K0.04%+2,127New
Mirova2,140$524.9K0.02%+2,140New
GAMMA Investing LLC2,153$528.1K0.02%+257+13.6%Added
Ameritas Advisory Services, LLC2,176$533.8K0.01%+231+11.9%Added
Integrity Alliance, LLC.2,181$535.0K0.02%+2,181New
Shepherd Street Advisors LLC1,962$535.7K0.47%−120−5.8%Reduced
Livforsakringsbolaget Skandia, Omsesidigt2,196$538.6K0.02%00.0%Unchanged
Pinnacle Associates Ltd2,214$543.0K0.01%+870+64.7%Added
Science & Technology Partners, L.P.2,229$546.7K0.09%−104,296−97.9%Reduced
PEAK6 LLC2,229$546.7K0.01%+2,229New
TD Private Client Wealth LLC2,231$547.2K0.01%+604+37.1%Added
Souders Financial Advisors2,261$554.6K0.06%+70+3.2%Added
Cypress Capital Group2,284$560.2K0.05%+2,284New
QVT Financial LP2,290$561.7K0.04%00.0%Unchanged
KPP Advisory Services LLC2,296$563.2K0.07%00.0%Unchanged
Skaana Management L.P.2,300$564.1K0.15%+2,300New
CAPROCK Group, Inc.2,303$565.1K0.01%+2,303New
LVW Advisors, LLC2,353$577.1K0.05%−129−5.2%Reduced
Glenmede Trust Co NA2,361$579.1K0.00%+893+60.8%Added
Lighthouse Investment Partners, LLC2,414$592.1K0.02%−4,256−63.8%Reduced
Gateway Wealth Partners, LLC2,420$593.6K0.04%−2,356−49.3%Reduced
Cravens & Co Advisors, LLC2,426$595.0K0.40%−890−26.8%Reduced
Ring Mountain Capital, LLC2,429$595.8K0.25%−360−12.9%Reduced
Chesapeake Capital Corp2,432$596.5K0.32%+1,139+88.1%Added
Kesler, Norman & Wride, LLC2,443$599.2K0.09%+2,443New
Storgate, LLC2,453$601.7K0.12%+2,453New
Bradley Foster & Sargent Inc2,455$602.2K0.01%+2,455New
Umb Bank N A2,460$603.4K0.01%−16−0.6%Reduced
Prelude Capital Management, LLC2,493$611.5K0.04%−1,395−35.9%Reduced
TD Waterhouse Canada Inc.2,494$614.3K0.00%+469+23.2%Added