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Livermore
ZHEN

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
Personal Cfo Solutions, LLC1,786$438.1K0.06%−343−16.1%Reduced
Steward Partners Investment Advisory, LLC1,780$436.6K0.00%−126−6.6%Reduced
Icon Wealth Advisors, LLC1,770$434.1K0.03%+684+63.0%Added
Sterling Investment Advisors, Ltd.1,768$433.7K0.07%00.0%Unchanged
Indivisible Partners1,760$431.7K0.02%−153−8.0%Reduced
Howard Capital Management Inc.1,755$430.5K0.01%+642+57.7%Added
IMA Wealth, Inc.1,751$429.5K0.03%−373−17.6%Reduced
Spirepoint Private Client, LLC1,750$429.2K0.03%+3+0.2%Added
Bryn Mawr Trust Co1,738$426.3K0.01%+49+2.9%Added
Blackstone Group Inc.1,736$425.8K0.00%+1,736New
Cardiff Park Advisors, LLC1,726$423.4K0.03%00.0%Unchanged
Seven Springs Wealth Group, LLC1,713$420.2K0.09%−156−8.3%Reduced
Stephens Inc1,679$411.8K0.00%+1,679New
Waterloo Capital, L.P.1,676$411.1K0.02%+200+13.6%Added
Keebeck Wealth Management, LLC1,675$410.8K0.04%+1,675New
Cynosure Management, LLC1,664$408.1K0.06%00.0%Unchanged
Kestra Investment Management, LLC1,651$405.0K0.01%+313+23.4%Added
Perpetual Ltd1,647$404.0K0.01%+1,647New
Rehmann Capital Advisory Group1,627$399.1K0.02%+69+4.4%Added
Ares Systematic Credit Ltd1,623$398.1K0.24%+1,623New
Global Financial Private Client, LLC1,618$396.9K0.11%+382+30.9%Added
Lodestone Wealth Management LLC1,610$394.9K0.14%−423−20.8%Reduced
Capital Advisors Inc1,607$394.2K0.01%−2−0.1%Reduced
180 Wealth Advisors, LLC1,599$392.2K0.04%−38−2.3%Reduced
EntryPoint Capital, LLC1,598$392.0K0.10%+1,598New
Balboa Wealth Partners1,592$390.5K0.05%−100−5.9%Reduced
VGI Partners Ltd1,584$388.5K0.02%−6,000−79.1%Reduced
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna1,571$385.3K0.13%−700−30.8%Reduced
Quotient Wealth Partners, LLC1,570$385.2K0.01%+258+19.7%Added
Total Clarity Wealth Management, Inc.1,557$381.9K0.07%+435+38.8%Added
DRW Securities, LLC1,557$381.9K0.02%+174+12.6%Added
Avant Financial Advisors LLC1,550$380.2K0.24%−850−35.4%Reduced
1776 Wealth LLC1,527$374.5K0.13%00.0%Unchanged
Napier Financial, LLC1,527$374.5K0.08%00.0%Unchanged
Herold Advisors, Inc.1,520$373.0K0.07%00.0%Unchanged
Diker Management LLC1,500$368.0K0.28%+1,500New
Forum Financial Management, LP1,498$367.4K0.00%+50+3.5%Added
Holderness Investments Co1,496$366.9K0.06%+1,496New
Abacus Planning Group, Inc.1,485$364.2K0.05%00.0%Unchanged
Resonant Capital Advisors, LLC1,484$364.0K0.02%−232−13.5%Reduced
Crestwood Advisors Group LLC1,471$360.7K0.01%+1,471New
Mayflower Financial Advisors, LLC1,467$359.8K0.03%+71+5.1%Added
Baker Avenue Asset Management, LP1,465$359.2K0.01%+1,465New
Gladstone Institutional Advisory LLC1,463$358.8K0.01%−44−2.9%Reduced
Insigneo Advisory Services, LLC1,461$358.4K0.01%+15+1.0%Added
Bayesian Capital Management, LP1,449$355.4K0.23%+1,449New
Pinnacle Wealth Management Advisory Group, LLC1,447$354.9K0.02%+1,447New
Core Wealth Partners LLC1,440$353.2K0.15%00.0%Unchanged
Stonekeep Investments, LLC1,430$351.0K0.20%+35+2.5%Added
Focused Wealth Management, Inc1,424$349.3K0.03%+215+17.8%Added
GatePass Capital, LLC1,415$347.1K0.13%+1,415New
Caerus Investment Advisors, LLC1,414$346.8K0.12%+1,414New
Paradigm Asset Management Co LLC1,400$343.4K0.07%−3,800−73.1%Reduced
George Kaiser Family Foundation1,395$342.2K0.03%+1,395New
Revisor Wealth Management LLC1,390$341.0K0.08%00.0%Unchanged
Peak Asset Management, LLC1,380$338.5K0.05%−120−8.0%Reduced
Fukoku Mutual Life Insurance Co1,375$337.3K0.02%00.0%Unchanged
Aptus Capital Advisors, LLC1,366$335.1K0.00%−178−11.5%Reduced
Valeo Financial Advisors, LLC1,357$332.8K0.01%+1,357New
Teamwork Financial Advisors, LLC1,355$332.4K0.03%−5,396−79.9%Reduced
DV Trading LLC1,343$329.4K0.03%+1,343New
Americana Partners, LLC1,340$328.7K0.01%+1,340New
HighPoint Advisor Group LLC1,336$327.7K0.01%00.0%Unchanged
FIL Ltd1,321$324.0K0.00%+169+14.7%Added
Range Advisory, LLC1,317$323.1K0.04%−127−8.8%Reduced
Drive Wealth Management, LLC1,316$322.8K0.06%−260−16.5%Reduced
VestGen Advisors, LLC1,313$322.1K0.01%+1,313New
Capital Performance Advisors LLP1,304$319.8K0.02%−815−38.5%Reduced
Fi3 FINANCIAL ADVISORS, LLC4,556$319.2K0.10%+4,556New
Alamea Verwaltungs GmbH1,297$318.1K0.25%+1,297New
Centaurus Financial, Inc.1,285$315.0K0.01%−495−27.8%Reduced
Sym Financial Corp1,273$312.2K0.03%+206+19.3%Added
Basecamp Wealth Advisors LLC1,271$311.8K0.06%+39+3.2%Added
WT Wealth Management1,266$310.5K0.09%+183+16.9%Added
Tiaa-Cref Individual & Institutional Services, LLC1,243$304.9K0.00%+56+4.7%Added
Modera Wealth Management, LLC1,236$303.2K0.00%−8−0.6%Reduced
Alta Advisers Ltd1,235$302.9K0.07%00.0%Unchanged
Huntington National Bank1,232$302.2K0.00%+724+142.5%Added
CBOE Vest Financial, LLC1,232$302.2K0.00%−226−15.5%Reduced
Syon Capital LLC1,230$301.7K0.01%+1,230New
Capital Investment Advisors, LLC1,230$301.6K0.00%+50+4.2%Added
Intellectus Partners, LLC1,229$301.3K0.05%+1,229New
Aurora Private Wealth, Inc.1,228$301.0K0.19%+1,228New
Fisher Asset Management, LLC1,223$300.2K0.00%+1,223New
Apriem Advisors1,216$298.3K0.03%+1,216New
Oarsman Capital, Inc.1,215$298.0K0.03%−3−0.2%Reduced
Jackson Thornton Asset Management, LLC1,207$296.1K0.02%+1,207New
Nilsine Partners, LLC1,206$295.8K0.02%+126+11.7%Added
Flagship Harbor Advisors, LLC1,205$295.6K0.01%−69−5.4%Reduced
Icapital Wealth LLC1,200$294.3K0.16%+1,200New
Prospera Financial Services Inc1,190$291.8K0.00%+9+0.8%Added
Clear Wave Wealth Management LLC1,188$291.3K0.06%−348−22.7%Reduced
Intesa Sanpaolo S.p.A.1,186$290.9K0.01%−10,430−89.8%Reduced
Advisor OS, LLC1,179$289.2K0.02%−70−5.6%Reduced
Versant Capital Management, Inc1,169$286.7K0.03%+534+84.1%Added
Koshinski Asset Management, Inc.1,167$286.2K0.02%+23+2.0%Added
Ameliora Wealth Management Ltd.1,160$284.5K0.08%−30−2.5%Reduced
Net Worth Advisory Group1,159$284.4K0.07%−226−16.3%Reduced
Asahi Life Asset Management Co., Ltd.1,146$281.1K0.16%+1,146New
HM Payson & Co1,139$279.4K0.00%+1,139New