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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 11 sales; 1,234 institutions reported holding it in 13F filings for Q2 2026, worth $69.8B in total; superinvestors ARK Invest and Soros Fund Management hold it.

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Q3 2026 vs. Q2 2026

How the institutions holding Cloudflare, Inc. changed between Q2 2026 and Q3 2026.

All holders in Q3 2026All holders in Q2 2026

13F holders of NET: Q2 2026 compared with Q3 2026
MeasureQ2 2026Of which not filed for Q3 2026Q3 2026Change
Holders1,2342561,150+172
Shares284.6M61.3M224.2M+875.9K (+0.4%)
Value$69.8B$15.0B$77.6B+$22.8B (+41.7%)

256 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (232)

Institutions that held Cloudflare, Inc. at the end of Q3 2026 but not at the end of Q2 2026.

Showing the largest 100 of 232 by value.

Institutions new to NET in Q3 2026
InstitutionSharesValue% of portfolio
Amanah Holdings Trust405,992$141.0M7.89%
Three Seasons Wealth, LLC116,465$40.4M3.60%
Wilshire Advisors LLC98,820$34.3M0.08%
E Fund Management Co., Ltd.83,753$29.1M0.65%
CloudAlpha Capital Management Limited/Hong Kong77,656$27.0M2.74%
Portman Square Capital LLP75,939$26.4M5.76%
Stephens Investment Management Group LLC63,328$22.0M0.24%
RH Tailwind Management, LLC34,500$12.0M3.29%
Verition Fund Management LLC32,676$11.3M0.09%
Atika Capital Management LLC28,000$9.72M0.95%
CSM Advisors, LLC21,116$7.33M0.16%
MYDA Advisors LLC20,000$6.95M1.25%
DeepCurrents Investment Group LLC18,748$6.51M0.22%
Covenant Asset Management, LLC16,438$5.71M1.04%
BIT Capital GmbH14,295$4.96M0.18%
Achmea Investment Management B.V.13,449$4.67M0.04%
FORA Capital, LLC12,938$4.49M0.18%
Riggs Asset Managment Co. Inc.11,988$4.16M0.77%
LRZ Capital LLC11,500$3.99M1.25%
Donoghue Forlines LLC11,281$3.92M0.99%
Arete Wealth Advisors, LLC10,300$3.58M0.23%
BlueCrest Capital Management Ltd10,000$3.47M0.27%
Convergence Investment Partners, LLC9,749$3.39M0.25%
K.J. Harrison & Partners Inc9,000$3.13M0.43%
BDF-Gestion8,863$3.08M0.42%
D L Carlson Investment Group Inc8,861$3.08M0.46%
Pinnbrook Capital Management LP8,300$2.88M0.49%
Spence Asset Management8,113$2.82M0.66%
Geneva Partners, LLC7,956$2.76M0.83%
Highview Capital Management LLC7,514$2.61M0.74%
Fulcrum Asset Management LLP6,795$2.39M0.11%
Danica Pension, Livsforsikringsaktieselskab5,924$2.06M0.03%
Retireful, LLC5,255$1.82M1.57%
First Citizens Bank & Trust Co4,994$1.73M0.03%
All Options USA, LLC4,818$1.67M1.77%
Williamson Legacy Group, LLC4,535$1.57M0.95%
MBL Wealth, LLC4,443$1.54M0.09%
Burr Financial Services, LLC4,360$1.51M0.93%
E Fund Management (Hong Kong) Co., Ltd.4,130$1.43M0.34%
J.Safra Asset Management Corp4,075$1.42M0.06%
Tuttle Tactical Management3,701$1.29M0.56%
iA Global Asset Management Inc.3,680$1.28M0.01%
BKA Wealth Consulting, Inc.3,402$1.18M0.72%
Absolute Capital Management, LLC3,303$1.15M0.27%
Curated Wealth Partners LLC3,194$1.11M0.09%
United Asset Strategies, Inc.3,082$1.07M0.07%
Telligent Fund, LP3,000$1.04M1.00%
Axq Capital, LP2,986$1.04M0.14%
Ilex Capital Partners (UK) LLP2,790$968.9K0.02%
Magnetar Financial LLC2,782$966.1K0.01%
Dynamic Technology Lab Private Ltd2,521$875.0K0.22%
Artemis Wealth Advisors, LLC2,500$868.2K0.11%
Ashton Thomas Private Wealth, LLC2,426$842.5K0.02%
Turner Financial Group, Inc.2,131$739.9K0.77%
Win Advisors, Inc1,948$676.5K0.26%
Machina Capital S.A.S.1,854$643.9K0.09%
Clare Market Investments LLC1,800$625.1K0.10%
Accuvest Global Advisors1,711$594.0K0.48%
Formuepleje A/S1,684$584.8K0.05%
Sax Wealth Advisors, LLC1,678$582.7K0.02%
Sanders Morris Harris LLC1,530$533.9K0.07%
Kercheville Advisors, LLC1,510$524.4K0.15%
Signal Advisors Wealth, LLC1,500$520.9K0.02%
New England Research & Management, Inc.1,450$503.6K0.19%
Monticello Wealth Management, LLC1,419$492.8K0.03%
Pittenger & Anderson Inc1,390$482.7K0.02%
Knightsbridge Asset Management, LLC1,354$470.2K0.05%
Board of the Pension Protection Fund1,300$451.5K0.41%
GFS Advisors, LLC1,300$451.0K0.05%
Katamaran Capital LLP1,288$447.3K0.51%
Axxcess Wealth Management, LLC1,238$429.9K0.02%
TABR Capital Management, LLC1,230$427.2K0.31%
Provenance Wealth Advisors, LLC1,120$389.0K0.02%
New Republic Capital, LLC1,104$383.5K0.07%
Golden State Equity Partners1,102$382.7K0.02%
Banque Transatlantique SA1,102$382.5K0.01%
Commonwealth Financial Services, LLC1,052$365.3K0.07%
Prevail Innovative Wealth Advisors, LLC1,038$356.0K0.05%
Kaufman Rossin Wealth, LLC1,019$353.8K0.14%
Excelsior Advisor Network LLC1,017$353.2K0.02%
Avidian Wealth Solutions, LLC1,012$351.4K0.01%
Stonebridge Financial Group, LLC1,011$351.1K0.20%
Northwest Wealth Management, LLC996$345.9K0.04%
Quadrant Private Wealth Management, LLC982$341.1K0.05%
New World Advisors LLC944$327.8K0.06%
R Squared Ltd929$322.6K0.17%
Klingman & Associates, LLC928$322.3K0.01%
Lecap Asset Management Ltd923$320.5K0.15%
Verdence Capital Advisors LLC914$317.4K0.01%
Essex Financial Services, Inc.902$313.4K0.02%
Picton Mahoney Asset Management884$307.0K0.00%
Journey Retirement Planning & Investment Management LLC880$305.6K0.22%
Commerzbank Aktiengesellschaft875$304.0K0.01%
IPG Investment Advisors LLC867$301.1K0.04%
Pine Valley Investments Ltd Liability Co863$299.7K0.01%
Zinnia Wealth Advisory, LLC860$298.7K0.27%
Revolve Wealth Partners, LLC854$296.6K0.03%
CenterBook Partners LP854$296.6K0.01%
Abacus Wealth Partners, LLC854$296.6K0.03%
Founders Financial Securities LLC847$294.1K0.01%

Sold out (60)

Institutions that held Cloudflare, Inc. at the end of Q2 2026 and filed for Q3 2026 without it.

Institutions that sold out of NET in Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
Renaissance Technologies LLC171,400$42.0M
Mizuho Markets Americas LLC150,941$37.0M
Natixis116,593$28.6M
Connor, Clark & Lunn Investment Management Ltd.88,088$21.6M
IMC-Chicago, LLC66,518$16.3M
Jefferies Financial Group Inc.48,132$11.8M
Shannon River Fund Management LLC23,589$5.79M
Polymer Capital Management (HK) LTD20,879$5.12M
Element Capital Management LLC15,000$3.68M
Van Eck Associates Corp11,268$2.76M
Palidye Holdings (Caymans) Ltd11,145$2.73M
Alight Capital Management LP10,000$2.45M
Dara Capital US, Inc.5,362$1.32M
Wright Investors Service Inc4,561$1.12M
Soros Fund Management LLCSuperinvestorSoros Fund Management4,467$1.10M
Caxton Associates LLP4,443$1.09M
Royal Fund Management, LLC4,100$1.01M
Capstone Capital Management Ltd3,493$856.8K
Fox Run Management, L.L.C.3,222$790.3K
Chesapeake Capital Corp2,432$596.5K
Skaana Management L.P.2,300$564.1K
Claudia M.P. Batlle, CRP (R) LLC1,910$468.5K
Simplify Asset Management Inc.1,906$467.5K
Polymer Capital Management (US) LLC1,805$442.7K
EntryPoint Capital, LLC1,598$392.0K
Teamwork Financial Advisors, LLC1,355$332.4K
WT Wealth Management1,266$310.5K
Icapital Wealth LLC1,200$294.3K
Shufro Rose & Co LLC1,000$245.3K
Hudson Bay Capital Management LP1,000$245.3K
Bell & Brown Wealth Advisors, LLC945$231.8K
Sapient Capital LLC883$216.6K
HBK Sorce Advisory LLC723$211.8K
Grand Central Investment Group850$208.5K
Spectrum Wealth Advisory Group, LLC495$121.4K
Cornerstone Planning Group LLC253$68.1K
Caldwell Sutter Capital, Inc.265$65.0K
Capital Advisor Network LLC199$48.8K
Action Point Financial Planning, LLC102$24.3K
LifeSteps Financial, Inc.85$20.8K
Wall Street Access Asset Management, LLC75$18.4K
Synergy Investment Management, LLC49$13.2K
Basepoint Wealth LLC53$13.0K
Global X Japan Co., Ltd.51$12.5K
Whipplewood Advisors, LLC29$7.11K
Salem Investment Counselors Inc20$4.91K
Commonwealth Retirement Investments LLC16$3.92K
Stone House Investment Management, LLC13$3.19K
Strategic Wealth Advisors LLC18$3.00K
Raleigh Capital Management Inc.12$2.94K
Ameriflex Group, Inc.12$2.94K
Investors Research Corp7$1.72K
West Financial Advisors, LLC7$1.72K
HFM Investment Advisors, LLC6$1.47K
Halbert Hargrove Global Advisors, LLC2$494
NBT Bank N A2$491
Plante Moran Financial Advisors, LLC2$491
Trifecta Capital Advisors, LLC1$246
West Paces Advisors Inc.1$245
Navigoe, LLC1$0

Not filed for Q3 2026 yet (256)

Institutions that held Cloudflare, Inc. at the end of Q2 2026 and haven't filed a 13F for Q3 2026. Not filing isn't selling, so they aren't counted as sold out.

Showing the largest 100 of 256 by value.

Institutions holding NET in Q2 2026 that haven't filed for Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
Jennison Associates LLC5,419,068$1.33B
Wellington Management Group LLP4,048,753$993.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main3,677,783$902.1M
Norges Bank3,596,888$882.2M
Goldman Sachs Group Inc3,071,969$753.5M
Legal & General Group Plc2,641,523$647.9M
Two Sigma Investments, LP2,586,183$634.3M
UBS Asset Management Americas Inc2,418,577$593.2M
Bank of America Corp2,208,432$541.7M
Northern Trust Corp2,100,022$515.1M
AQR Capital Management LLC2,076,835$509.4M
D. E. Shaw & Co., Inc.1,947,802$477.8M
T. Rowe Price Investment Management, Inc.1,892,593$464.2M
Royal Bank of Canada1,841,879$451.8M
Charles Schwab Investment Management Inc1,795,993$440.5M
Gilder Gagnon Howe & Co LLC1,668,352$409.2M
Price T Rowe Associates Inc1,544,713$378.9M
Polar Capital Holdings Plc1,240,516$304.3M
Menora Mivtachim Holdings Ltd.983,250$241.2M
HSBC Holdings PLC880,981$217.4M
Penserra Capital Management LLC816,098$200.2M
Wells Fargo & Company714,505$175.3M
Balyasny Asset Management LLC670,903$164.6M
Nomura Asset Management International Inc.646,279$158.5M
Citadel Advisors LLC491,046$120.4M
Ameriprise Financial Inc490,016$120.2M
Fred Alger Management, LLC480,127$117.8M
Bamco Inc471,598$115.7M
Canada Pension Plan Investment Board457,160$112.1M
Tremblant Capital Group384,993$94.4M
California Public Employees Retirement System369,762$90.7M
Worldquant Millennium Advisors LLC327,943$80.4M
Susquehanna International Group, LLP320,307$78.6M
Alyeska Investment Group, L.P.308,200$75.6M
Defiance ETFs, LLC304,017$74.9M
Optiver Holding B.V.305,258$74.9M
Envestnet Asset Management Inc294,197$72.2M
Whetstone Capital Advisors, LLC292,861$71.8M
Schroder Investment Management Group289,552$70.6M
CI Private Wealth, LLC208,103$51.0M
Broad Bay Capital Management, LP202,875$49.8M
Alliancebernstein L.P.239,287$49.4M
Meridiem Capital Partners LP169,946$41.7M
Frontier Capital Management Co LLC165,415$40.6M
Jupiter Topco LLC162,576$39.9M
State of Wisconsin Investment Board161,261$39.6M
New York State Common Retirement Fund159,601$39.1M
Contour Asset Management LLC140,946$34.6M
LMR Partners LLP136,257$33.4M
Treasurer of the State of North Carolina134,613$33.0M
SG Americas Securities, LLC128,375$31.5M
Public Employees Retirement System of Ohio124,328$30.5M
Tredje AP-fonden108,864$26.7M
Millennium Management LLC105,636$25.9M
Avalon Global Asset Management LLC105,400$25.9M
12 West Capital Management LP105,000$25.8M
ExodusPoint Capital Management, LP100,016$24.5M
Tudor Investment Corp Et Al91,048$22.3M
Flight Deck Capital, LP89,800$22.0M
QRG Capital Management, Inc.89,277$21.9M
Holocene Advisors, LP87,605$21.5M
Parkwood LLC80,411$19.7M
RMB Capital Management, LLC79,384$19.5M
Voloridge Investment Management, LLC76,592$18.8M
Manchester Global Management (UK) Ltd71,303$17.5M
Gotham Asset Management, LLC67,300$16.5M
Pinebridge Investments LLC62,956$15.4M
EFG International AG62,310$15.3M
Trexquant Investment LP57,718$14.2M
Delta Global Management LP55,803$13.7M
Clear Street Group Inc.55,080$13.5M
Mercer Global Advisors Inc52,573$12.9M
LGT Group Foundation50,730$12.4M
JustInvest LLC49,840$12.2M
Graham Capital Management, L.P.49,237$12.1M
Utah Retirement Systems47,980$11.8M
Mirae Asset Global ETFs Holdings Ltd.47,196$11.6M
Man Group plc44,830$11.0M
Toronto Dominion Bank43,871$10.8M
Jacobs Levy Equity Management, Inc41,962$10.3M
Nissay Asset Management Corp41,344$10.1M
Ambassador Advisors, LLC39,763$9.75M
Liontrust Investment Partners LLP37,313$9.15M
Vestmark Advisory Solutions, Inc.34,280$8.41M
Allianz Asset Management GmbH33,821$8.30M
Wiley Bros.-Aintree Capital, LLC32,877$8.07M
Square Peg Capital Pty Ltd32,199$7.90M
Allstate Corp28,339$6.95M
Cypress Point Investment Management LP26,422$6.48M
XTX Topco Ltd25,795$6.33M
ICONIQ Capital, LLC23,136$5.67M
Evercore Wealth Management, LLC21,400$5.25M
Sona Asset Management (US) LLC21,000$5.15M
Federation des caisses Desjardins du Quebec20,513$5.03M
Kentucky Retirement Systems19,791$4.85M
Investment Management Corp of Ontario19,765$4.85M
Beacon Pointe Advisors, LLC18,508$4.54M
Brown Advisory Inc18,251$4.48M
Vident Advisory, LLC17,992$4.41M
Susquehanna Fundamental Investments, LLC17,961$4.41M