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 $69.8B 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
- $69.8B
- +$12.8B (+22.4%) 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 | $69.8B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.8B |
| Q3 2025 | 1,039 | $59.1B |
| Q2 2025 | 947 | $54.3B |
| Q1 2025 | 872 | $29.8B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $20.7B |
| Q2 2024 | 652 | $21.1B |
| Q1 2024 | 709 | $24.2B |
| Q4 2023 | 678 | $20.7B |
| Q3 2023 | 573 | $15.8B |
| Q2 2023 | 560 | $16.0B |
| Q1 2023 | 572 | $15.1B |
| Q4 2022 | 550 | $10.9B |
| Q3 2022 | 563 | $12.9B |
| Q2 2022 | 550 | $10.3B |
| 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 |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 32,451 | $7.96M | 0.46% | −2,169−6.3% | Reduced |
| US Bancorp | 32,204 | $7.90M | 0.01% | +428+1.3% | Added |
| Square Peg Capital Pty Ltd | 32,199 | $7.90M | 10.36% | +26,539+468.9% | Added |
| Eurizon Capital SGR S.p.A. | 31,299 | $7.68M | 0.02% | −29,305−48.4% | Reduced |
| Virginia Retirement Systems Et Al | 31,150 | $7.64M | 0.05% | +31,150 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,991 | $7.60M | 0.05% | +259+0.8% | Added |
| Osbon Capital Management LLC | 29,840 | $7.32M | 5.74% | +13,298+80.4% | Added |
| State of Michigan Retirement System | 29,354 | $7.20M | 0.03% | +29,354 | New |
| Sepio Capital, LP | 29,156 | $7.15M | 0.36% | −860−2.9% | Reduced |
| GWM Advisors LLC | 28,475 | $6.98M | 0.02% | +3,725+15.1% | Added |
| Allstate Corp | 28,339 | $6.95M | 0.07% | −9,310−24.7% | Reduced |
| Jasper Ridge Partners, L.P. | 27,835 | $6.83M | 0.15% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 27,423 | $6.73M | 0.12% | +433+1.6% | Added |
| Oppenheimer Asset Management Inc. | 27,322 | $6.70M | 0.07% | +12,230+81.0% | Added |
| Lountzis Asset Management, LLC | 26,924 | $6.60M | 2.09% | −24−0.1% | Reduced |
| Perigon Wealth Management, LLC | 26,761 | $6.56M | 0.10% | +111+0.4% | Added |
| Brinker Capital Investments, LLC | 26,663 | $6.54M | 0.05% | +3,507+15.1% | Added |
| Cypress Point Investment Management LP | 26,422 | $6.48M | 1.17% | +1,491+6.0% | Added |
| Colony Group, LLC | 26,400 | $6.48M | 0.01% | +5,991+29.4% | Added |
| Commerce Bank | 26,233 | $6.43M | 0.03% | +1,479+6.0% | Added |
| Sanctuary Advisors, LLC | 26,097 | $6.40M | 0.03% | −6,115−19.0% | Reduced |
| Creek Drive Management Group LLC | 26,000 | $6.38M | 3.94% | −6,200−19.3% | Reduced |
| XTX Topco Ltd | 25,795 | $6.33M | 0.08% | −46,347−64.2% | Reduced |
| Premier Fund Managers Ltd | 25,756 | $6.27M | 0.57% | +120+0.5% | Added |
| Janney Montgomery Scott LLC | 25,452 | $6.24M | 0.01% | +5,082+24.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 24,424 | $5.99M | 0.85% | +356+1.5% | Added |
| Simplex Trading, LLC | 24,408 | $5.99M | 0.16% | +24,408 | New |
| Private Advisory Group LLC | 24,202 | $5.94M | 0.33% | −63,259−72.3% | Reduced |
| Motley Fool Asset Management LLC | 24,065 | $5.90M | 0.23% | −7,221−23.1% | Reduced |
| Gulf International Bank (UK) Ltd | 24,013 | $5.89M | 0.12% | −399−1.6% | Reduced |
| Shannon River Fund Management LLC | 23,589 | $5.79M | 0.52% | +23,589 | New |
| Rockefeller Capital Management L.P. | 23,511 | $5.77M | 0.01% | −1,588−6.3% | Reduced |
| Proactive Wealth Strategies LLC | 23,440 | $5.75M | 0.92% | +80+0.3% | Added |
| ICONIQ Capital, LLC | 23,136 | $5.67M | 0.16% | 00.0% | Unchanged |
| Ossiam | 23,099 | $5.67M | 0.08% | +12,792+124.1% | Added |
| Nisa Investment Advisors, LLC | 23,008 | $5.64M | 0.02% | −1,070−4.4% | Reduced |
| Amalgamated Bank | 22,847 | $5.60M | 0.04% | −2,687−10.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 22,627 | $5.55M | 0.11% | −110,280−83.0% | Reduced |
| Prudential PLC | 22,435 | $5.50M | 0.04% | +7,667+51.9% | Added |
| Newbridge Financial Services Group, Inc. | 22,318 | $5.47M | 0.68% | −3,644−14.0% | Reduced |
| Landscape Capital Management, L.L.C. | 22,187 | $5.44M | 0.35% | +14,354+183.3% | Added |
| Kestra Advisory Services, LLC | 22,153 | $5.43M | 0.02% | +183+0.8% | Added |
| Private Advisor Group, LLC | 22,121 | $5.43M | 0.02% | +12,353+126.5% | Added |
| Norden Group LLC | 21,978 | $5.39M | 0.44% | −1,215−5.2% | Reduced |
| Lido Advisors, LLC | 21,864 | $5.36M | 0.02% | +2,490+12.9% | Added |
| Hantz Financial Services, Inc. | 21,849 | $5.36M | 0.07% | −4,168−16.0% | Reduced |
| Abn Amro Investment Solutions | 21,824 | $5.35M | 0.05% | +6,377+41.3% | Added |
| Employees Retirement System of Texas | 21,798 | $5.35M | 0.04% | −11,376−34.3% | Reduced |
| Saudi Central Bank | 21,718 | $5.33M | 0.07% | +10,056+86.2% | Added |
| Y.D. More Investments Ltd | 21,697 | $5.32M | 0.17% | −1,042−4.6% | Reduced |
| Independent Financial Group, LLC | 21,475 | $5.27M | 0.10% | −16,881−44.0% | Reduced |
| Evercore Wealth Management, LLC | 21,400 | $5.25M | 0.07% | −4,180−16.3% | Reduced |
| Callan Family Office, LLC | 21,216 | $5.20M | 0.10% | +8,914+72.5% | Added |
| Banque Cantonale Vaudoise | 21,067 | $5.17M | 0.20% | −5,057−19.4% | Reduced |
| Viking Fund Management LLC | 21,000 | $5.15M | 0.46% | 00.0% | Unchanged |
| Sona Asset Management (US) LLC | 21,000 | $5.15M | 0.19% | +21,000 | New |
| Campbell & CO Investment Adviser LLC | 20,956 | $5.14M | 0.27% | +5,874+38.9% | Added |
| Polymer Capital Management (HK) LTD | 20,879 | $5.12M | 0.52% | +13,098+168.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 20,756 | $5.09M | 0.04% | +8,820+73.9% | Added |
| Bank of Nova Scotia | 20,731 | $5.08M | 0.01% | −9,161−30.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 20,513 | $5.03M | 0.02% | +4,957+31.9% | Added |
| BOCHK Asset Management Ltd | 19,900 | $4.88M | 0.77% | +19,900 | New |
| Toroso Investments, LLC | 19,827 | $4.86M | 0.01% | −110,203−84.8% | Reduced |
| Kentucky Retirement Systems | 19,791 | $4.85M | 0.12% | +19,791 | New |
| Investment Management Corp of Ontario | 19,765 | $4.85M | 0.06% | −4,355−18.1% | Reduced |
| RFG Advisory, LLC | 19,555 | $4.80M | 0.08% | +326+1.7% | Added |
| Empowered Funds, LLC | 19,112 | $4.69M | 0.02% | +1,943+11.3% | Added |
| Azzad Asset Management Inc | 19,094 | $4.68M | 0.41% | +11+0.1% | Added |
| Fifth Third Bancorp | 18,935 | $4.64M | 0.01% | +4,529+31.4% | Added |
| Jackson Square Capital, LLC | 18,876 | $4.63M | 0.64% | −732−3.7% | Reduced |
| Generali Asset Management SPA SGR | 18,644 | $4.57M | 0.08% | +7,457+66.7% | Added |
| Beacon Pointe Advisors, LLC | 18,508 | $4.54M | 0.02% | −1,108−5.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,444 | $4.50M | 0.03% | −15,129−45.1% | Reduced |
| Brown Advisory Inc | 18,251 | $4.48M | 0.01% | −4,916−21.2% | Reduced |
| Vident Advisory, LLC | 17,992 | $4.41M | 0.03% | −90−0.5% | Reduced |
| TCG Advisory Services, LLC | 17,981 | $4.41M | 0.08% | +622+3.6% | Added |
| Susquehanna Fundamental Investments, LLC | 17,961 | $4.41M | 0.08% | +17,961 | New |
| NLB Skladi, upravljanje premozenja, d.o.o. | 17,957 | $4.40M | 0.17% | +953+5.6% | Added |
| Rakuten Investment Management, Inc. | 17,852 | $4.35M | 0.01% | +2,079+13.2% | Added |
| Jump Financial, LLC | 17,690 | $4.34M | 0.04% | +9,193+108.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 17,596 | $4.32M | 0.03% | +678+4.0% | Added |
| MetLife Investment Management | 17,570 | $4.31M | 0.02% | −1,719−8.9% | Reduced |
| Elevatus Welath Management | 17,385 | $4.26M | 1.04% | +17,385 | New |
| SWS Partners | 17,357 | $4.26M | 0.92% | +467+2.8% | Added |
| Manufacturers Life Insurance Company, The | 17,152 | $4.21M | 0.00% | −1,249−6.8% | Reduced |
| Tran Capital Management, L.P. | 16,841 | $4.13M | 0.48% | +16,841 | New |
| Fideuram Asset Management (Ireland) dac | 18,383 | $4.13M | 0.08% | +1,047+6.0% | Added |
| Knollwood Investment Advisory, LLC | 16,800 | $4.12M | 0.37% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 16,782 | $4.12M | 0.07% | +1,161+7.4% | Added |
| Farther Finance Advisors, LLC | 16,672 | $4.09M | 0.03% | +183+1.1% | Added |
| Mutual of America Capital Management LLC | 16,368 | $4.01M | 0.04% | +2,955+22.0% | Added |
| RDA Financial Network | 16,350 | $4.01M | 0.87% | +1,238+8.2% | Added |
| Omers Administration Corp | 16,176 | $3.97M | 0.02% | +1,902+13.3% | Added |
| Summit Trail Advisors, LLC | 16,115 | $3.95M | 0.05% | −3,445−17.6% | Reduced |
| Atria Investments LLC | 15,736 | $3.86M | 0.04% | +3,022+23.8% | Added |
| Independent Solutions Wealth Management, LLC | 15,656 | $3.84M | 0.50% | −269−1.7% | Reduced |
| Blue Jean Financial LLC | 15,475 | $3.80M | 2.64% | +15,475 | New |
| Taylor Frigon Capital Management LLC | 15,460 | $3.79M | 1.77% | −117−0.8% | Reduced |
| CIBC World Markets Inc. | 15,425 | $3.78M | 0.01% | +7,871+104.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 15,404 | $3.78M | 0.01% | −33,394−68.4% | Reduced |