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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 $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.

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: $69.8B
Q1 2021: $13.7BQ2 2021: $22.6BQ3 2021: $24.6BQ4 2021: $29.8BQ1 2022: $28.0BQ2 2022: $10.3BQ3 2022: $12.9BQ4 2022: $10.9BQ1 2023: $15.1BQ2 2023: $16.0BQ3 2023: $15.8BQ4 2023: $20.7BQ1 2024: $24.2BQ2 2024: $21.1BQ3 2024: $20.7BQ4 2024: $28.4BQ1 2025: $29.8BQ2 2025: $54.3BQ3 2025: $59.1BQ4 2025: $54.8BQ1 2026: $57.1BQ2 2026: $69.8B
Institutions holding NET and their total value by quarter
QuarterHoldersValue
Q2 20261,228$69.8B
Q1 20261,139$57.1B
Q4 20251,091$54.8B
Q3 20251,039$59.1B
Q2 2025947$54.3B
Q1 2025872$29.8B
Q4 2024772$28.4B
Q3 2024680$20.7B
Q2 2024652$21.1B
Q1 2024709$24.2B
Q4 2023678$20.7B
Q3 2023573$15.8B
Q2 2023560$16.0B
Q1 2023572$15.1B
Q4 2022550$10.9B
Q3 2022563$12.9B
Q2 2022550$10.3B
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
Pier 88 Investment Partners LLC2,900$711.3K0.17%+700+31.8%Added
PFG Investments, LLC2,897$710.6K0.03%−87−2.9%Reduced
Premier Path Wealth Partners, LLC2,886$707.8K0.08%+4+0.1%Added
Sciencast Management LP2,875$705.2K0.15%−28,169−90.7%Reduced
Evolve Private Wealth, LLC2,854$700.0K0.04%+1,265+79.6%Added
Independence Bank of Kentucky2,795$685.6K0.08%−225−7.5%Reduced
Focus Financial Network, Inc.2,789$684.1K0.02%+479+20.7%Added
Caitong International Asset Management Co., Ltd2,781$682.1K0.09%−2,547−47.8%Reduced
Gerber Kawasaki Wealth & Investment Management2,777$681.1K0.02%−274−9.0%Reduced
Ronald Blue Trust, Inc.2,772$679.9K0.01%+37+1.4%Added
Longaeva Partners L.P.2,709$664.5K0.02%+2,709New
Vestor Capital, LLC1,350$662.0K0.06%+1,085+409.4%Added
Savvy Advisors, Inc.2,693$660.5K0.01%+447+19.9%Added
Bokf, NA2,690$659.8K0.01%+152+6.0%Added
Aprio Wealth Management, LLC2,676$656.4K0.03%+323+13.7%Added
Concurrent Investment Advisors, LLC2,676$656.2K0.01%+367+15.9%Added
Smartleaf Asset Management LLC2,688$655.2K0.02%00.0%Unchanged
Snowden Capital Advisors LLC2,660$652.4K0.02%+187+7.6%Added
Sivia Capital Partners, LLC2,648$649.5K0.08%+845+46.9%Added
Gill Capital Partners, LLC2,644$648.5K0.17%+100+3.9%Added
Clarendon Private LLC2,627$644.4K0.41%−6−0.2%Reduced
Waddell & Associates, LLC2,627$644.4K0.03%+2,627New
Portside Wealth Group, LLC2,598$637.2K0.07%−66−2.5%Reduced
Eddie Patel Inc2,595$636.5K0.38%+773+42.4%Added
Aaron Wealth Advisors2,540$623.0K0.03%+822+47.8%Added
Hudock, Inc.2,533$621.3K0.08%+140+5.9%Added
Qtron Investments LLC2,518$617.6K0.08%00.0%Unchanged
Ascent Group, LLC2,510$615.7K0.02%+110+4.6%Added
TD Waterhouse Canada Inc.2,494$614.3K0.00%+469+23.2%Added
Prelude Capital Management, LLC2,493$611.5K0.04%−1,395−35.9%Reduced
Umb Bank N A2,460$603.4K0.01%−16−0.6%Reduced
Bradley Foster & Sargent Inc2,455$602.2K0.01%+2,455New
Storgate, LLC2,453$601.7K0.12%+2,453New
Kesler, Norman & Wride, LLC2,443$599.2K0.09%+2,443New
Chesapeake Capital Corp2,432$596.5K0.32%+1,139+88.1%Added
Ring Mountain Capital, LLC2,429$595.8K0.25%−360−12.9%Reduced
Cravens & Co Advisors, LLC2,426$595.0K0.40%−890−26.8%Reduced
Gateway Wealth Partners, LLC2,420$593.6K0.04%−2,356−49.3%Reduced
Lighthouse Investment Partners, LLC2,414$592.1K0.02%−4,256−63.8%Reduced
Glenmede Trust Co NA2,361$579.1K0.00%+893+60.8%Added
LVW Advisors, LLC2,353$577.1K0.05%−129−5.2%Reduced
CAPROCK Group, Inc.2,303$565.1K0.01%+2,303New
Skaana Management L.P.2,300$564.1K0.15%+2,300New
KPP Advisory Services LLC2,296$563.2K0.07%00.0%Unchanged
QVT Financial LP2,290$561.7K0.04%00.0%Unchanged
Cypress Capital Group2,284$560.2K0.05%+2,284New
Souders Financial Advisors2,261$554.6K0.06%+70+3.2%Added
TD Private Client Wealth LLC2,231$547.2K0.01%+604+37.1%Added
Science & Technology Partners, L.P.2,229$546.7K0.09%−104,296−97.9%Reduced
PEAK6 LLC2,229$546.7K0.01%+2,229New
Pinnacle Associates Ltd2,214$543.0K0.01%+870+64.7%Added
Livforsakringsbolaget Skandia, Omsesidigt2,196$538.6K0.02%00.0%Unchanged
Shepherd Street Advisors LLC1,962$535.7K0.47%−120−5.8%Reduced
Integrity Alliance, LLC.2,181$535.0K0.02%+2,181New
Ameritas Advisory Services, LLC2,176$533.8K0.01%+231+11.9%Added
GAMMA Investing LLC2,153$528.1K0.02%+257+13.6%Added
Mirova2,140$524.9K0.02%+2,140New
Axxion S.A.2,127$521.7K0.04%+2,127New
Silvercrest Asset Management Group LLC2,115$518.8K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC2,112$518.0K0.04%+2+0.1%Added
Verus Capital Partners, LLC2,086$511.7K0.03%+741+55.1%Added
Clearstead Advisors, LLC2,073$508.5K0.00%+1,085+109.8%Added
Davenport & Co LLC2,069$507.5K0.00%+696+50.7%Added
QTR Family Wealth, LLC2,063$506.0K0.18%+2,063New
Quent Capital, LLC2,057$504.5K0.03%−6−0.3%Reduced
Nomura Holdings Inc2,053$503.6K0.00%−16,018−88.6%Reduced
Jamison Private Wealth Management, Inc.2,048$502.3K0.05%−16−0.8%Reduced
Transcend Wealth Collective, LLC2,038$499.8K0.03%+2,038New
Whalen Wealth Management Inc.2,033$498.7K0.22%−179−8.1%Reduced
Financial Perspectives, Inc2,028$497.4K0.12%00.0%Unchanged
Western Wealth Management, LLC2,019$495.2K0.02%−5,209−72.1%Reduced
AlphaCore Capital LLC2,011$493.4K0.01%+316+18.6%Added
Sava Infond d.o.o.2,000$490.6K0.03%00.0%Unchanged
MidFirst Bank2,000$490.6K0.03%00.0%Unchanged
Liberty One Investment Management, LLC1,986$487.1K0.05%+159+8.7%Added
Proficio Capital Partners LLC1,984$486.6K0.02%+1,984New
Flputnam Investment Management Co1,980$485.7K0.01%−842−29.8%Reduced
Banco Santander, S.A.1,973$483.9K0.00%+1,973New
Flow Traders U.S. LLC1,963$481.0K0.02%+1,963New
Sentinus, LLC1,961$481.0K0.04%+918+88.0%Added
Forefront Wealth Partners, LLC1,949$478.1K0.15%+152+8.5%Added
Catalyst Capital Advisors LLC1,945$477.1K0.01%+1,945New
TownSquare Capital, LLC1,928$472.9K0.09%+36+1.9%Added
Claudia M.P. Batlle, CRP (R) LLC1,910$468.5K0.14%+1,910New
Simplify Asset Management Inc.1,906$467.5K0.01%+340+21.7%Added
Ostrum Asset Management1,901$466.3K0.02%00.0%Unchanged
Dynamic Advisor Solutions LLC1,894$464.6K0.01%−38−2.0%Reduced
Greenleaf Trust1,885$462.4K0.00%−50−2.6%Reduced
Parcion Private Wealth LLC1,864$457.2K0.03%+1,864New
PDS Planning, Inc1,845$452.5K0.03%+25+1.4%Added
Wealthspire Advisors, LLC1,819$446.2K0.00%−63−3.3%Reduced
West Family Investments, Inc.1,818$445.9K0.13%+733+67.6%Added
Tradewinds, LLC.1,787$444.6K0.14%+779+77.3%Added
Polymer Capital Management (US) LLC1,805$442.7K0.07%+1,805New
Prime Capital Investment Advisors, LLC1,800$441.5K0.00%−207−10.3%Reduced
Hummer Financial Advisory Services Inc1,800$441.5K0.29%00.0%Unchanged
L2 Asset Management, LLC1,800$441.5K0.05%+205+12.9%Added
Intrust Bank NA1,800$441.5K0.03%−7−0.4%Reduced
Ritholtz Wealth Management1,799$441.2K0.01%−30−1.6%Reduced
SIH Partners, LLLP1,788$438.6K0.02%+1,788New