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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,228 | $75.0B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.9B |
| Q3 2025 | 1,039 | $61.4B |
| Q2 2025 | 947 | $54.6B |
| Q1 2025 | 872 | $30.1B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $20.8B |
| Q2 2024 | 652 | $21.2B |
| Q1 2024 | 709 | $29.6B |
| Q4 2023 | 678 | $23.3B |
| Q3 2023 | 573 | $15.8B |
| Q2 2023 | 560 | $16.0B |
| Q1 2023 | 572 | $16.2B |
| Q4 2022 | 550 | $11.0B |
| Q3 2022 | 563 | $12.9B |
| Q2 2022 | 550 | $10.4B |
| Q1 2022 | 641 | $28.0B |
| Q4 2021 | 681 | $29.8B |
| Q3 2021 | 620 | $24.6B |
| Q2 2021 | 537 | $22.6B |
| Q1 2021 | 507 | $13.7B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Afg Fiduciary Services Limited Partnership | 7,927 | $1.92M | 1.51% | +445+5.9% | Added |
| Stance Capital LLC | 7,837 | $1.92M | 0.59% | +1,111+16.5% | Added |
| Brighton Jones LLC | 7,879 | $1.93M | 0.04% | +3,626+85.3% | Added |
| Advisory Resource Group | 7,890 | $1.94M | 0.29% | −130−1.6% | Reduced |
| Prudential Financial Inc | 7,950 | $1.95M | 0.00% | −119−1.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,961 | $1.95M | 0.01% | −43,469−84.5% | Reduced |
| Quantbot Technologies LP | 7,978 | $1.96M | 0.08% | +7,978 | New |
| Greycroft LP | 8,000 | $1.96M | 4.45% | −3,000−27.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,213 | $2.01M | 0.12% | +92+1.1% | Added |
| Equitable Holdings, Inc. | 8,225 | $2.02M | 0.01% | −1,814−18.1% | Reduced |
| Paragon Advisors, LLC | 8,274 | $2.03M | 0.43% | +7,200+670.4% | Added |
| Atlas Brown,Inc. | 8,286 | $2.03M | 0.55% | −40−0.5% | Reduced |
| Winton Group Ltd | 8,333 | $2.04M | 0.07% | −13,536−61.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 8,382 | $2.06M | 0.00% | +8,382 | New |
| Meeder Advisory Services, Inc. | 8,401 | $2.06M | 0.08% | +246+3.0% | Added |
| UniSuper Management Pty Ltd | 8,470 | $2.08M | 0.01% | +2,470+41.2% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 8,500 | $2.08M | 0.84% | −1,500−15.0% | Reduced |
| BNP Paribas | 8,588 | $2.11M | 0.06% | +736+9.4% | Added |
| Titleist Asset Management, LLC | 8,626 | $2.12M | 0.14% | −587−6.4% | Reduced |
| E. Ohman J:or Asset Management AB | 8,644 | $2.12M | 0.05% | +880+11.3% | Added |
| Sowell Financial Services LLC | 8,644 | $2.12M | 0.07% | −209−2.4% | Reduced |
| Integrated Wealth Concepts LLC | 8,747 | $2.15M | 0.01% | +3,601+70.0% | Added |
| Mediolanum International Funds Ltd | 8,805 | $2.15M | 0.02% | +8,805 | New |
| Diversify Wealth Management, LLC | 8,124 | $2.16M | 0.04% | −726−8.2% | Reduced |
| Diversify Advisory Services, LLC | 8,124 | $2.16M | 0.04% | +8,124 | New |
| Calamos Wealth Management LLC | 8,868 | $2.18M | 0.07% | +100+1.1% | Added |
| Kiley Juergens Wealth Management, LLC | 8,943 | $2.19M | 0.34% | −1,842−17.1% | Reduced |
| Oak Thistle LLC | 9,003 | $2.21M | 0.21% | +9,003 | New |
| Citizens Financial Group Inc | 9,185 | $2.25M | 0.03% | +9,185 | New |
| HB Wealth Management, LLC | 9,240 | $2.27M | 0.01% | +2,657+40.4% | Added |
| Vise Technologies, Inc. | 9,260 | $2.27M | 0.03% | +2,445+35.9% | Added |
| Geneos Wealth Management Inc. | 9,315 | $2.28M | 0.05% | +77+0.8% | Added |
| Everence Capital Management Inc | 9,380 | $2.30M | 0.12% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 9,397 | $2.30M | 0.43% | −2,913−23.7% | Reduced |
| Profund Advisors LLC | 9,427 | $2.31M | 0.06% | −757−7.4% | Reduced |
| Mutual Advisors, LLC | 9,550 | $2.34M | 0.04% | −321−3.3% | Reduced |
| Joel Isaacson & Co., LLC | 9,602 | $2.36M | 0.07% | −290−2.9% | Reduced |
| Sequoia Financial Advisors, LLC | 9,790 | $2.40M | 0.01% | +1,139+13.2% | Added |
| TrueMark Investments, LLC | 9,894 | $2.43M | 0.30% | −9,381−48.7% | Reduced |
| Quadrature Capital Ltd | 9,921 | $2.43M | 0.02% | −84,500−89.5% | Reduced |
| Merit Financial Group, LLC | 9,961 | $2.44M | 0.02% | +3,780+61.2% | Added |
| Alight Capital Management LP | 10,000 | $2.45M | 0.40% | +5,000+100.0% | Added |
| Steel Peak Wealth Management LLC | 10,035 | $2.46M | 0.06% | +11+0.1% | Added |
| Osmosis Investment Management UK Ltd | 10,067 | $2.47M | 0.11% | −12,166−54.7% | Reduced |
| Clarus Wealth Advisors | 9,067 | $2.48M | 0.96% | −109−1.2% | Reduced |
| Peapack Gladstone Financial Corp | 10,131 | $2.48M | 0.03% | +80+0.8% | Added |
| Rakuten Securities, Inc. | 10,145 | $2.49M | 0.58% | +2,886+39.8% | Added |
| Alps Advisors Inc | 10,193 | $2.50M | 0.01% | −214−2.1% | Reduced |
| Intech Investment Management LLC | 10,464 | $2.57M | 0.02% | +6,886+192.5% | Added |
| North Dakota State Investment Board | 10,501 | $2.58M | 0.10% | +922+9.6% | Added |
| SummitTX Capital, L.P. | 10,520 | $2.58M | 0.07% | −3,565−25.3% | Reduced |
| Brooktree Capital Management | 10,534 | $2.58M | 1.69% | +248+2.4% | Added |
| Keybank National Association | 10,540 | $2.59M | 0.01% | −614−5.5% | Reduced |
| Malaga Cove Capital, LLC | 10,589 | $2.60M | 0.83% | −205−1.9% | Reduced |
| Change Path, LLC | 10,647 | $2.61M | 0.06% | +3,384+46.6% | Added |
| Brandywine Managers, LLC | 10,677 | $2.62M | 1.30% | +771+7.8% | Added |
| Fortis Group Advisors, LLC | 10,759 | $2.64M | 0.42% | −69−0.6% | Reduced |
| Hel Ved Capital Management Ltd | 10,840 | $2.66M | 0.37% | −5,240−32.6% | Reduced |
| Keystone Wealth Services, LLC | 10,843 | $2.66M | 0.49% | +1,389+14.7% | Added |
| Northwestern Mutual Wealth Management Co | 10,862 | $2.66M | 0.00% | −1,179−9.8% | Reduced |
| Discovery Capital Management, LLC | 10,932 | $2.68M | 0.11% | +10,932 | New |
| Marex Group plc | 11,060 | $2.71M | 0.02% | +6,667+151.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 11,100 | $2.72M | 0.02% | 00.0% | Unchanged |
| Palidye Holdings (Caymans) Ltd | 11,145 | $2.73M | 0.49% | +9,168+463.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 11,185 | $2.74M | 0.09% | +349+3.2% | Added |
| MASTERINVEST Kapitalanlage GmbH | 11,190 | $2.74M | 0.24% | +604+5.7% | Added |
| MBM Wealth Consultants, LLC | 11,233 | $2.76M | 0.53% | +1,174+11.7% | Added |
| Van Eck Associates Corp | 11,268 | $2.76M | 0.00% | +243+2.2% | Added |
| SBI Securities Co., Ltd. | 11,330 | $2.78M | 0.06% | +386+3.5% | Added |
| Mission Wealth Management, LP | 11,340 | $2.78M | 0.03% | +2,687+31.1% | Added |
| Baader Bank INC | 11,343 | $2.78M | 0.23% | +1,943+20.7% | Added |
| Snider Financial Group | 11,450 | $2.81M | 0.71% | +457+4.2% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 11,500 | $2.82M | 2.15% | +11,500 | New |
| Kirtland Hills Capital Management, LLC | 11,695 | $2.87M | 0.82% | +367+3.2% | Added |
| Engineers Gate Manager LP | 12,015 | $2.95M | 0.04% | −73,310−85.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 12,044 | $2.95M | 0.07% | −800−6.2% | Reduced |
| Raiffeisen Bank International AG | 12,154 | $2.96M | 0.03% | +1,947+19.1% | Added |
| Oppenheimer & Co Inc | 12,105 | $2.97M | 0.03% | +1,683+16.1% | Added |
| Bleakley Financial Group, LLC | 12,138 | $2.98M | 0.04% | +12,138 | New |
| Legato Capital Management LLC | 12,197 | $2.99M | 0.25% | −1,041−7.9% | Reduced |
| Horizon Investments, LLC | 12,218 | $3.00M | 0.03% | +10,526+622.1% | Added |
| NewEdge Wealth, LLC | 12,342 | $3.03M | 0.03% | +3,733+43.4% | Added |
| Institute for Wealth Management, LLC. | 12,422 | $3.05M | 0.27% | +299+2.5% | Added |
| Diversified Trust Co | 12,629 | $3.10M | 0.05% | +11,496+1,014.7% | Added |
| Stratos Wealth Partners, LTD. | 12,638 | $3.10M | 0.03% | −374−2.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 12,645 | $3.10M | 0.10% | +2,615+26.1% | Added |
| Sterling Capital Management LLC | 12,812 | $3.14M | 0.05% | +1,104+9.4% | Added |
| SRS Capital Advisors, Inc. | 12,951 | $3.18M | 0.02% | +12,070+1,370.0% | Added |
| Kestra Private Wealth Services, LLC | 12,968 | $3.18M | 0.03% | +8,767+208.7% | Added |
| Parallax Volatility Advisers, L.P. | 12,991 | $3.19M | 0.12% | −32,358−71.4% | Reduced |
| Circle Wealth Management, LLC | 13,023 | $3.19M | 0.04% | +3,293+33.8% | Added |
| ASR Vermogensbeheer N.V. | 13,049 | $3.20M | 0.03% | −16,089−55.2% | Reduced |
| United Capital Financial Advisers, LLC | 13,130 | $3.22M | 0.02% | +3,976+43.4% | Added |
| Tokio Marine Asset Management Co Ltd | 13,197 | $3.24M | 0.10% | +482+3.8% | Added |
| Grandview Asset Management LLC | 13,383 | $3.28M | 0.82% | +158+1.2% | Added |
| Generali Investments, Management Co LLC | 13,396 | $3.29M | 0.71% | +6,174+85.5% | Added |
| Fortis Capital Advisors, LLC | 13,462 | $3.30M | 0.37% | +1,693+14.4% | Added |
| G2 Investment Partners Management LLC | 13,500 | $3.31M | 0.60% | −3,763−21.8% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 13,824 | $3.39M | 0.12% | −514−3.6% | Reduced |
| National Bank of Canada | 13,855 | $3.40M | 0.00% | +213+1.6% | Added |