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 |
|---|---|---|---|---|---|
| BW Gestao de Investimentos Ltda. | 15,089 | $3.70M | 0.09% | −43,690−74.3% | Reduced |
| Walleye Capital LLC | 15,073 | $3.70M | 0.02% | −91,934−85.9% | Reduced |
| Element Capital Management LLC | 15,000 | $3.68M | 0.20% | +15,000 | New |
| Belpointe Asset Management LLC | 14,994 | $3.68M | 0.12% | +3,225+27.4% | Added |
| CIBC Asset Management Inc | 14,977 | $3.67M | 0.01% | −116−0.8% | Reduced |
| Macquarie Group Ltd | 14,973 | $3.67M | 0.02% | +2,778+22.8% | Added |
| EP Wealth Advisors, LLC | 14,903 | $3.66M | 0.01% | +11,990+411.6% | Added |
| Bulltick Wealth Management, LLC | 14,891 | $3.65M | 0.74% | +14,891 | New |
| Coastal Investment Advisors, Inc. | 14,885 | $3.65M | 1.13% | +1,117+8.1% | Added |
| Alphadyne Asset Management LP | 14,768 | $3.62M | 0.16% | +10,828+274.8% | Added |
| Robocap Asset Management Ltd | 14,759 | $3.62M | 2.92% | −569−3.7% | Reduced |
| MAI Capital Management | 14,744 | $3.62M | 0.01% | +5,898+66.7% | Added |
| D.A. Davidson & Co. | 14,702 | $3.61M | 0.02% | −1,406−8.7% | Reduced |
| Meridian Wealth Management, LLC | 14,675 | $3.60M | 0.11% | −2,607−15.1% | Reduced |
| Main Management ETF Advisors, LLC | 14,594 | $3.58M | 0.11% | +360+2.5% | Added |
| The PNC Financial Services Group, Inc. | 14,593 | $3.58M | 0.00% | +312+2.2% | Added |
| Ellevest, Inc. | 14,565 | $3.57M | 0.42% | +8,825+153.7% | Added |
| Hancock Whitney Corp | 14,527 | $3.56M | 0.06% | −16−0.1% | Reduced |
| M&T Bank Corp | 14,337 | $3.52M | 0.01% | +346+2.5% | Added |
| State of Alaska, Department of Revenue | 14,314 | $3.51M | 0.03% | +7,016+96.1% | Added |
| Nia Impact Advisors, LLC | 14,302 | $3.51M | 1.45% | −1,573−9.9% | Reduced |
| Boothbay Fund Management, LLC | 14,262 | $3.50M | 0.07% | −8,100−36.2% | Reduced |
| Brevan Howard Capital Management LP | 14,249 | $3.49M | 0.05% | +112+0.8% | Added |
| Livet Wealth, LLC | 14,165 | $3.47M | 2.00% | −41−0.3% | Reduced |
| WD Rutherford LLC | 14,153 | $3.47M | 1.26% | +4,719+50.0% | Added |
| Capula Management Ltd | 14,132 | $3.47M | 0.02% | +606+4.5% | Added |
| Park Avenue Securities LLC | 13,921 | $3.42M | 0.02% | +786+6.0% | Added |
| Agf Management Ltd | 13,896 | $3.41M | 0.01% | +13,896 | New |
| National Bank of Canada | 13,855 | $3.40M | 0.00% | +213+1.6% | Added |
| AG2R la Mondiale Gestion D'Actifs | 13,824 | $3.39M | 0.12% | −514−3.6% | Reduced |
| G2 Investment Partners Management LLC | 13,500 | $3.31M | 0.60% | −3,763−21.8% | Reduced |
| Fortis Capital Advisors, LLC | 13,462 | $3.30M | 0.37% | +1,693+14.4% | Added |
| Generali Investments, Management Co LLC | 13,396 | $3.29M | 0.71% | +6,174+85.5% | Added |
| Grandview Asset Management LLC | 13,383 | $3.28M | 0.82% | +158+1.2% | Added |
| Tokio Marine Asset Management Co Ltd | 13,197 | $3.24M | 0.10% | +482+3.8% | Added |
| United Capital Financial Advisers, LLC | 13,130 | $3.22M | 0.02% | +3,976+43.4% | Added |
| ASR Vermogensbeheer N.V. | 13,049 | $3.20M | 0.03% | −16,089−55.2% | Reduced |
| Circle Wealth Management, LLC | 13,023 | $3.19M | 0.04% | +3,293+33.8% | Added |
| Parallax Volatility Advisers, L.P. | 12,991 | $3.19M | 0.12% | −32,358−71.4% | Reduced |
| Kestra Private Wealth Services, LLC | 12,968 | $3.18M | 0.03% | +8,767+208.7% | Added |
| SRS Capital Advisors, Inc. | 12,951 | $3.18M | 0.02% | +12,070+1,370.0% | Added |
| Sterling Capital Management LLC | 12,812 | $3.14M | 0.05% | +1,104+9.4% | Added |
| Meiji Yasuda Life Insurance Co | 12,645 | $3.10M | 0.10% | +2,615+26.1% | Added |
| Stratos Wealth Partners, LTD. | 12,638 | $3.10M | 0.03% | −374−2.9% | Reduced |
| Diversified Trust Co | 12,629 | $3.10M | 0.05% | +11,496+1,014.7% | Added |
| Institute for Wealth Management, LLC. | 12,422 | $3.05M | 0.27% | +299+2.5% | Added |
| NewEdge Wealth, LLC | 12,342 | $3.03M | 0.03% | +3,733+43.4% | Added |
| Horizon Investments, LLC | 12,218 | $3.00M | 0.03% | +10,526+622.1% | Added |
| Legato Capital Management LLC | 12,197 | $2.99M | 0.25% | −1,041−7.9% | Reduced |
| Bleakley Financial Group, LLC | 12,138 | $2.98M | 0.04% | +12,138 | New |
| Oppenheimer & Co Inc | 12,105 | $2.97M | 0.03% | +1,683+16.1% | Added |
| Raiffeisen Bank International AG | 12,154 | $2.96M | 0.03% | +1,947+19.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,044 | $2.95M | 0.07% | −800−6.2% | Reduced |
| Engineers Gate Manager LP | 12,015 | $2.95M | 0.04% | −73,310−85.9% | Reduced |
| Kirtland Hills Capital Management, LLC | 11,695 | $2.87M | 0.82% | +367+3.2% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 11,500 | $2.82M | 2.15% | +11,500 | New |
| Snider Financial Group | 11,450 | $2.81M | 0.71% | +457+4.2% | Added |
| Baader Bank INC | 11,343 | $2.78M | 0.23% | +1,943+20.7% | Added |
| Mission Wealth Management, LP | 11,340 | $2.78M | 0.03% | +2,687+31.1% | Added |
| SBI Securities Co., Ltd. | 11,330 | $2.78M | 0.06% | +386+3.5% | Added |
| Van Eck Associates Corp | 11,268 | $2.76M | 0.00% | +243+2.2% | Added |
| MBM Wealth Consultants, LLC | 11,233 | $2.76M | 0.53% | +1,174+11.7% | Added |
| MASTERINVEST Kapitalanlage GmbH | 11,190 | $2.74M | 0.24% | +604+5.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 11,185 | $2.74M | 0.09% | +349+3.2% | Added |
| Palidye Holdings (Caymans) Ltd | 11,145 | $2.73M | 0.49% | +9,168+463.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 11,100 | $2.72M | 0.02% | 00.0% | Unchanged |
| Marex Group plc | 11,060 | $2.71M | 0.02% | +6,667+151.8% | Added |
| Discovery Capital Management, LLC | 10,932 | $2.68M | 0.11% | +10,932 | New |
| Northwestern Mutual Wealth Management Co | 10,862 | $2.66M | 0.00% | −1,179−9.8% | Reduced |
| Keystone Wealth Services, LLC | 10,843 | $2.66M | 0.49% | +1,389+14.7% | Added |
| Hel Ved Capital Management Ltd | 10,840 | $2.66M | 0.37% | −5,240−32.6% | Reduced |
| Fortis Group Advisors, LLC | 10,759 | $2.64M | 0.42% | −69−0.6% | Reduced |
| Brandywine Managers, LLC | 10,677 | $2.62M | 1.30% | +771+7.8% | Added |
| Change Path, LLC | 10,647 | $2.61M | 0.06% | +3,384+46.6% | Added |
| Malaga Cove Capital, LLC | 10,589 | $2.60M | 0.83% | −205−1.9% | Reduced |
| Keybank National Association | 10,540 | $2.59M | 0.01% | −614−5.5% | Reduced |
| Brooktree Capital Management | 10,534 | $2.58M | 1.69% | +248+2.4% | Added |
| SummitTX Capital, L.P. | 10,520 | $2.58M | 0.07% | −3,565−25.3% | Reduced |
| North Dakota State Investment Board | 10,501 | $2.58M | 0.10% | +922+9.6% | Added |
| Intech Investment Management LLC | 10,464 | $2.57M | 0.02% | +6,886+192.5% | Added |
| Alps Advisors Inc | 10,193 | $2.50M | 0.01% | −214−2.1% | Reduced |
| Rakuten Securities, Inc. | 10,145 | $2.49M | 0.58% | +2,886+39.8% | Added |
| Peapack Gladstone Financial Corp | 10,131 | $2.48M | 0.03% | +80+0.8% | Added |
| Clarus Wealth Advisors | 9,067 | $2.48M | 0.96% | −109−1.2% | Reduced |
| Osmosis Investment Management UK Ltd | 10,067 | $2.47M | 0.11% | −12,166−54.7% | Reduced |
| Steel Peak Wealth Management LLC | 10,035 | $2.46M | 0.06% | +11+0.1% | Added |
| Alight Capital Management LP | 10,000 | $2.45M | 0.40% | +5,000+100.0% | Added |
| Merit Financial Group, LLC | 9,961 | $2.44M | 0.02% | +3,780+61.2% | Added |
| Quadrature Capital Ltd | 9,921 | $2.43M | 0.02% | −84,500−89.5% | Reduced |
| TrueMark Investments, LLC | 9,894 | $2.43M | 0.30% | −9,381−48.7% | Reduced |
| Sequoia Financial Advisors, LLC | 9,790 | $2.40M | 0.01% | +1,139+13.2% | Added |
| Joel Isaacson & Co., LLC | 9,602 | $2.36M | 0.07% | −290−2.9% | Reduced |
| Mutual Advisors, LLC | 9,550 | $2.34M | 0.04% | −321−3.3% | Reduced |
| Profund Advisors LLC | 9,427 | $2.31M | 0.06% | −757−7.4% | Reduced |
| Ocean Capital Management, LLC | 9,397 | $2.30M | 0.43% | −2,913−23.7% | Reduced |
| Everence Capital Management Inc | 9,380 | $2.30M | 0.12% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9,315 | $2.28M | 0.05% | +77+0.8% | Added |
| Vise Technologies, Inc. | 9,260 | $2.27M | 0.03% | +2,445+35.9% | Added |
| HB Wealth Management, LLC | 9,240 | $2.27M | 0.01% | +2,657+40.4% | Added |
| Citizens Financial Group Inc | 9,185 | $2.25M | 0.03% | +9,185 | New |