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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
Guggenheim Capital LLC4,408$1.08M0.01%+588+15.4%Added
Advisors Asset Management, Inc.4,433$1.09M0.02%+840+23.4%Added
Caxton Associates LLP4,443$1.09M0.02%−7,835−63.8%Reduced
Csenge Advisory Group4,457$1.09M0.04%+4,457New
Soros Fund Management LLCSuperinvestorSoros Fund Management4,467$1.10M0.01%−6,314−58.6%Reduced
LeConte Wealth Management, LLC4,472$1.10M0.60%+394+9.7%Added
Kingswood Wealth Advisors, LLC4,487$1.10M0.04%+502+12.6%Added
China Universal Asset Management Co., Ltd.4,500$1.10M0.07%00.0%Unchanged
Wright Investors Service Inc4,561$1.12M0.31%+4,561New
Moneta Group Investment Advisors LLC4,564$1.12M0.01%+41+0.9%Added
Two Sigma Securities, LLC4,630$1.14M0.10%+2,918+170.4%Added
Summit Financial, LLC4,671$1.15M0.01%+630+15.6%Added
Palumbo Wealth Management LLC4,675$1.15M0.24%+66+1.4%Added
Van Hulzen Asset Management, LLC4,675$1.15M0.08%+110+2.4%Added
J.W. Cole Advisors, Inc.4,675$1.15M0.02%+48+1.0%Added
Kovack Advisors, Inc.4,710$1.16M0.06%+4,710New
Left Brain Wealth Management, LLC4,745$1.16M0.35%+2,793+143.1%Added
Harbour Investments, Inc.4,843$1.19M0.02%+117+2.5%Added
Coldstream Capital Management Inc4,880$1.20M0.01%−4−0.1%Reduced
Moore Capital Management, LP4,891$1.20M0.03%−5,645−53.6%Reduced
Nwam LLC5,005$1.23M0.06%+1,002+25.0%Added
Resources Investment Advisors, LLC.5,015$1.23M0.01%+343+7.3%Added
Arrowstreet Capital, Limited Partnership5,028$1.23M0.00%+5,028New
Wealthedge Investment Advisors, LLC5,155$1.26M0.43%−20.0%Reduced
Harvest Fund Management Co., Ltd5,219$1.28M0.04%−2,289−30.5%Reduced
Pallas Capital Advisors LLC5,245$1.29M0.04%+974+22.8%Added
Advisory Services Network, LLC5,261$1.29M0.01%−1,475−21.9%Reduced
NTV Asset Management LLC5,330$1.31M0.13%−450−7.8%Reduced
TCW Group Inc5,345$1.31M0.01%+226+4.4%Added
Stableford Capital II LLC5,353$1.31M0.45%−109−2.0%Reduced
Dara Capital US, Inc.5,362$1.32M0.91%+1,312+32.4%Added
Nicholas Investment Partners, LP5,366$1.32M0.07%−9,723−64.4%Reduced
Main Street Financial Solutions, LLC5,404$1.33M0.09%+425+8.5%Added
Allworth Financial LP5,433$1.33M0.01%+831+18.1%Added
Odyssean, LLC5,438$1.33M0.22%+693+14.6%Added
Ofi Invest Asset Management6,219$1.33M0.01%−3,516−36.1%Reduced
Rothschild Investment LLC5,442$1.33M0.05%+5,096+1,472.8%Added
Independent Advisor Alliance5,462$1.34M0.03%+71+1.3%Added
Buckingham Strategic Partners5,498$1.35M0.01%+2,675+94.8%Added
Lazard Asset Management LLC5,543$1.36M0.00%+1,236+28.7%Added
Atomi Financial Group, Inc.5,581$1.37M0.04%−171−3.0%Reduced
Grant Private Wealth Management Inc5,622$1.38M0.58%+326+6.2%Added
Caisse des Depots Et Consignations5,657$1.39M0.02%+5,657New
Miracle Mile Advisors, LLC5,693$1.40M0.02%+204+3.7%Added
Thoma Capital Management LLC5,719$1.40M0.75%−423−6.9%Reduced
Parallel Advisors, LLC5,784$1.42M0.02%+274+5.0%Added
Burling Wealth Partners, LLC5,843$1.43M0.21%00.0%Unchanged
Miller Financial Services LLC5,854$1.44M1.16%−380−6.1%Reduced
Daymark Wealth Partners, LLC5,885$1.44M0.04%+1,067+22.1%Added
Gateway Investment Advisers LLC5,911$1.45M0.01%+5,911New
Dark Forest Capital Management LP5,916$1.45M0.09%+5,916New
SlateStone Wealth, LLC5,978$1.47M0.11%−4,046−40.4%Reduced
Putney Financial Group LLC5,977$1.47M1.32%−229−3.7%Reduced
Kassira Wealth Management LLC5,981$1.47M1.18%−740−11.0%Reduced
PDT Partners, LLC6,092$1.49M0.08%−20,700−77.3%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA6,101$1.50M0.42%−3,130−33.9%Reduced
Plato Investment Management Ltd6,147$1.50M0.09%00.0%Unchanged
Siemens Fonds Invest GmbH6,148$1.51M0.07%+101+1.7%Added
Knights of Columbus Asset Advisors LLC6,152$1.51M0.08%+147+2.4%Added
Larson Financial Group LLC6,199$1.52M0.04%−806−11.5%Reduced
Anchor Bay Capital, Inc.5,037$1.56M0.84%+5,037New
Goldstream Capital Management Ltd6,390$1.57M1.87%−3,569−35.8%Reduced
Western Financial Corp6,404$1.57M0.46%+157+2.5%Added
Leonteq Securities AG6,458$1.58M0.09%−838−11.5%Reduced
IFP Advisors, Inc6,485$1.59M0.03%+331+5.4%Added
Dorsey & Whitney Trust CO LLC6,491$1.59M0.08%+1,907+41.6%Added
Cache Advisors, LLC6,560$1.61M0.14%+2,910+79.7%Added
Vega Investment Solutions6,561$1.61M0.23%+6,561New
Loup Funds, LLC6,625$1.62M0.74%−800−10.8%Reduced
Wealth Management Partners, LLC6,668$1.64M0.38%+182+2.8%Added
J. Safra Sarasin Holding AG6,674$1.64M0.02%+6,674New
Bridgewater Associates, LP6,720$1.65M0.01%−2,038−23.3%Reduced
Blueshift Asset Management, LLC6,724$1.65M0.38%−3,625−35.0%Reduced
Leelyn Smith, LLC6,725$1.65M0.20%+745+12.5%Added
Everhart Financial Group, Inc.6,822$1.67M0.11%+92+1.4%Added
SBI Okasan Asset Management Co.Ltd.6,885$1.68M0.06%+14+0.2%Added
LJI Wealth Management, LLC6,900$1.69M0.24%−200−2.8%Reduced
Wedmont Private Capital6,372$1.71M0.05%−440−6.5%Reduced
Bridgewater Advisors Inc.6,059$1.71M0.09%−35−0.6%Reduced
ION Fund Management Ltd7,000$1.72M0.20%+7,000New
RSM US Wealth Management LLC7,060$1.73M0.02%+404+6.1%Added
Vestcor Inc7,084$1.74M0.04%+997+16.4%Added
Cresset Asset Management, LLC7,143$1.75M0.01%+1,284+21.9%Added
Redhawk Wealth Advisors, Inc.7,161$1.76M0.17%+7,161New
Financial Advisory Service, Inc.7,220$1.77M0.09%+549+8.2%Added
Envestnet Portfolio Solutions, Inc.7,229$1.77M0.01%+738+11.4%Added
Chicago Partners Investment Group LLC6,802$1.78M0.04%+4,150+156.5%Added
Fund Advisors of America Inc7,362$1.81M1.64%−991−11.9%Reduced
Green Alpha Advisors, LLC7,401$1.82M1.22%+7+0.1%Added
Laird Norton Trust Company, LLC7,418$1.82M0.03%+459+6.6%Added
Florida Financial Advisors, LLC7,434$1.82M0.31%+1,823+32.5%Added
KP Management LLC7,500$1.84M0.39%−10,000−57.1%Reduced
Signaturefd, LLC7,526$1.85M0.02%+190+2.6%Added
Numerai GP LLC7,600$1.86M0.15%−453−5.6%Reduced
Ballentine Partners, LLC7,646$1.88M0.02%+112+1.5%Added
Rafferty Asset Management, LLC7,649$1.88M0.00%−1,125−12.8%Reduced
Edmond de Rothschild Holding S.A.7,699$1.89M0.02%−4−0.1%Reduced
Principal Securities, Inc.7,767$1.91M0.02%+974+14.3%Added
Bank of Montreal7,788$1.91M0.00%−56,296−87.8%Reduced
Optas, LLC7,830$1.92M0.27%−23−0.3%Reduced