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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
Ascent Group, LLC2,510$615.7K0.02%+110+4.6%Added
Qtron Investments LLC2,518$617.6K0.08%00.0%Unchanged
Hudock, Inc.2,533$621.3K0.08%+140+5.9%Added
Aaron Wealth Advisors2,540$623.0K0.03%+822+47.8%Added
Eddie Patel Inc2,595$636.5K0.38%+773+42.4%Added
Portside Wealth Group, LLC2,598$637.2K0.07%−66−2.5%Reduced
Clarendon Private LLC2,627$644.4K0.41%−6−0.2%Reduced
Waddell & Associates, LLC2,627$644.4K0.03%+2,627New
Gill Capital Partners, LLC2,644$648.5K0.17%+100+3.9%Added
Sivia Capital Partners, LLC2,648$649.5K0.08%+845+46.9%Added
Snowden Capital Advisors LLC2,660$652.4K0.02%+187+7.6%Added
Smartleaf Asset Management LLC2,688$655.2K0.02%00.0%Unchanged
Concurrent Investment Advisors, LLC2,676$656.2K0.01%+367+15.9%Added
Aprio Wealth Management, LLC2,676$656.4K0.03%+323+13.7%Added
Bokf, NA2,690$659.8K0.01%+152+6.0%Added
Savvy Advisors, Inc.2,693$660.5K0.01%+447+19.9%Added
Vestor Capital, LLC1,350$662.0K0.04%+1,085+409.4%Added
Longaeva Partners L.P.2,709$664.5K0.02%+2,709New
Ronald Blue Trust, Inc.2,772$679.9K0.01%+37+1.4%Added
Gerber Kawasaki Wealth & Investment Management2,777$681.1K0.02%−274−9.0%Reduced
Caitong International Asset Management Co., Ltd2,781$682.1K0.09%−2,547−47.8%Reduced
Focus Financial Network, Inc.2,789$684.1K0.02%+479+20.7%Added
Independence Bank of Kentucky2,795$685.6K0.08%−225−7.5%Reduced
Evolve Private Wealth, LLC2,854$700.0K0.04%+1,265+79.6%Added
Sciencast Management LP2,875$705.2K0.15%−28,169−90.7%Reduced
Premier Path Wealth Partners, LLC2,886$707.8K0.08%+4+0.1%Added
PFG Investments, LLC2,897$710.6K0.03%−87−2.9%Reduced
Archer Investment Corp2,900$711.3K0.14%00.0%Unchanged
Pier 88 Investment Partners LLC2,900$711.3K0.17%+700+31.8%Added
Sovran Advisors, LLC2,704$714.1K0.05%−534−16.5%Reduced
GAM Holding AG2,965$727.3K0.06%−1,624−35.4%Reduced
Linden Thomas Advisory Services, LLC2,996$734.9K0.06%−623−17.2%Reduced
Evergreen Capital Management LLC2,999$735.6K0.01%−460−13.3%Reduced
Impact Partnership Wealth, LLC3,007$737.6K0.07%+907+43.2%Added
Cigna Investments Inc3,012$739.0K0.10%−5−0.2%Reduced
Crossmark Global Holdings, Inc.3,014$739.3K0.01%−254−7.8%Reduced
Bridges Investment Management Inc3,053$748.8K0.01%00.0%Unchanged
Westpac Banking Corp3,062$751.0K0.05%+1,460+91.1%Added
Synergy Financial Group, LTD3,102$760.9K0.55%−9−0.3%Reduced
Arrowroot Family Office, LLC3,105$761.6K0.22%00.0%Unchanged
United Advisor Group, LLC3,111$763.1K0.08%−15−0.5%Reduced
Warren Averett Asset Management, LLC3,119$765.1K0.00%+1,150+58.4%Added
Frec Markets, Inc.3,129$767.5K0.07%+391+14.3%Added
GraniteShares Advisors LLC3,141$770.4K0.50%−936−23.0%Reduced
Fedenia Advisers LLC3,160$775.1K0.18%00.0%Unchanged
J. Goldman & Co LP3,171$777.8K0.03%−47,529−93.7%Reduced
AXS Investments LLC3,178$779.5K0.22%+52+1.7%Added
LRT Capital Management, LLC3,201$785.1K0.51%−426−11.7%Reduced
Brookstone Capital Management3,214$788.3K0.01%−496−13.4%Reduced
Fox Run Management, L.L.C.3,222$790.3K0.13%−7,160−69.0%Reduced
Argos Wealth Advisors, LLC3,234$793.2K0.21%−100−3.0%Reduced
Dynasty Wealth Management, LLC3,257$798.9K0.01%−548−14.4%Reduced
SNS Financial Group, LLC3,286$806.0K0.02%+3,286New
Voleon Capital Management LP3,288$806.5K0.01%−29,446−90.0%Reduced
NorthCrest Asset Manangement, LLC2,977$821.0K0.02%+1,714+135.7%Added
National Asset Management, Inc.3,374$822.5K0.04%+284+9.2%Added
Frank, Rimerman Advisors LLC3,354$822.7K0.05%+40+1.2%Added
Oxford Financial Group Ltd3,364$825.1K0.04%−225−6.3%Reduced
Fiduciary Planning LLC3,386$830.5K0.22%+250+8.0%Added
International Assets Investment Management, LLC3,372$830.6K0.05%+252+8.1%Added
Avanza Fonder AB3,423$839.6K0.02%00.0%Unchanged
Anchor Investment Management, LLC3,432$841.8K0.06%+1,087+46.4%Added
Oversea-Chinese Banking CORP Ltd3,561$844.8K0.02%+3,561New
Camden Capital, LLC3,473$851.9K0.04%−798−18.7%Reduced
Capstone Capital Management Ltd3,493$856.8K0.38%+3,493New
Central Pacific Bank - Trust Division3,503$859.2K0.09%00.0%Unchanged
Freestone Capital Holdings, LLC3,507$860.2K0.02%−2,006−36.4%Reduced
Wealthcare Advisory Partners LLC3,582$878.6K0.02%−32−0.9%Reduced
Powell Investment Advisors, LLC3,583$878.8K0.28%00.0%Unchanged
OpenArc Corporate Advisory, LLC3,610$885.5K0.01%−121−3.2%Reduced
We Are One Seven, LLC3,648$894.8K0.01%+1,815+99.0%Added
Bull Harbor Capital LLC3,662$898.2K0.18%+1,641+81.2%Added
Hill Island Financial LLC3,667$899.4K0.19%−9−0.2%Reduced
Cambria Investment Management, L.P.3,680$902.6K0.04%+140+4.0%Added
Virtue Capital Management, LLC3,721$912.7K0.12%+3,721New
Savant Capital, LLC3,652$920.8K0.00%+391+12.0%Added
Sagespring Wealth Partners, LLC3,810$934.5K0.01%+19+0.5%Added
Baird Financial Group, Inc.3,860$946.8K0.00%+548+16.5%Added
Truvestments Capital LLC3,863$947.6K0.14%+473+14.0%Added
Avestar Capital, LLC3,907$958.3K0.06%+17+0.4%Added
Kingsview Wealth Management, LLC3,926$963.0K0.01%−108−2.7%Reduced
Benjamin Edwards Inc3,928$963.4K0.01%+1,408+55.9%Added
Sigma Planning Corp3,978$975.7K0.02%+2,131+115.4%Added
Cornerstone Enterprises, LLC3,992$979.2K0.45%−190−4.5%Reduced
Davis Capital Management4,010$983.6K0.58%−43−1.1%Reduced
Sunstone Asset Management, L.P.4,046$993.5K1.08%+4,046New
Highland Capital Management, LLC4,082$1.00M0.05%−1,636−28.6%Reduced
Royal Fund Management, LLC4,100$1.01M0.08%−7,400−64.3%Reduced
EverSource Wealth Advisors, LLC4,140$1.02M0.03%−46−1.1%Reduced
Thoroughbred Financial Services, LLC4,152$1.02M0.05%00.0%Unchanged
Fiduciary Trust Co4,195$1.03M0.01%+2,767+193.8%Added
Emerald Advisers, LLC4,196$1.03M0.02%00.0%Unchanged
Caption Management, LLC4,200$1.03M0.04%+4,200New
Global Retirement Partners, LLC4,210$1.03M0.02%+4,210New
Krilogy Financial LLC4,274$1.05M0.03%+2,192+105.3%Added
Hennion & Walsh Asset Management, Inc.4,278$1.05M0.03%−5,976−58.3%Reduced
Yousif Capital Management, LLC4,292$1.05M0.01%−13−0.3%Reduced
Metis Global Partners, LLC4,319$1.06M0.02%−843−16.3%Reduced
Apollon Wealth Management, LLC4,372$1.07M0.01%+704+19.2%Added
Private Trust Co NA4,376$1.07M0.09%−30−0.7%Reduced