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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.

13F holders, Q3 2026

Institutional positions in Cloudflare, Inc. as of Sep 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

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

Institutional holders
841
+139 vs. Q2 2026
Shares held
62.8M
−1.25M (−2.0%) vs. Q2 2026
Total value
$21.8B
+$6.09B (+38.8%) vs. Q2 2026
New holders
179
300 more added
Sold out
40
253 more reduced

532 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holders
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: 681 institutionsQ4 2024: 774 institutionsQ1 2025: 873 institutionsQ2 2025: 950 institutionsQ3 2025: 1,045 institutionsQ4 2025: 1,096 institutionsQ1 2026: 1,145 institutionsQ2 2026: 1,234 institutions
Value held
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 20261,234$69.8B
Q1 20261,145$57.1B
Q4 20251,096$54.8B
Q3 20251,045$59.1B
Q2 2025950$54.3B
Q1 2025873$29.8B
Q4 2024774$28.4B
Q3 2024681$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, Q3 2026

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q2 2026.

Institutions holding NET in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Cromwell Holdings LLC110$38.2K0.02%+21+23.6%Added
Reyes Financial Architecture, Inc.118$41.0K0.03%+23+24.2%Added
First Horizon Corp119$41.3K0.00%−127−51.6%Reduced
MV Capital Management, Inc.132$45.8K0.00%+5+3.9%Added
Strive Financial Group ,LLC132$45.8K0.01%+132New
Smithfield Trust Co131$46.0K0.00%−1−0.8%Reduced
Cornerstone Financial Management LLC133$46.0K0.04%+14+11.8%Added
First Pacific Financial134$46.5K0.00%+129+2,580.0%Added
Eurizon SLJ Capital Ltd136$47.2K0.02%+136New
DeDora Capital, Inc.141$49.0K0.01%+141New
Avion Wealth145$50.0K0.01%+18+14.2%Added
FNY Investment Advisers, LLC144$50.0K0.01%+144New
WPG Advisers, LLC144$50.0K0.03%+4+2.9%Added
Silver Grove Financial Group, Inc.150$52.1K0.02%+2+1.4%Added
Cape Investment Advisory, Inc.151$52.4K0.01%+16+11.9%Added
Markowski Investments154$53.5K0.01%+154New
CX Institutional155$54.0K0.00%+22+16.5%Added
Meeder Asset Management Inc160$55.6K0.00%−26−14.0%Reduced
Armstrong Advisory Group, Inc164$57.0K0.00%+39+31.2%Added
Westside Investment Management, Inc.165$57.6K0.01%00.0%Unchanged
Colonial Trust Co170$59.1K0.01%+41+31.8%Added
Compass Financial Management LLC181$62.9K0.01%+156+624.0%Added
Atlantic Trust, LLC183$63.6K0.01%+93+103.3%Added
Private Wealth Management Group, LLC191$66.5K0.01%+56+41.5%Added
Covestor Ltd193$67.0K0.04%−4−2.0%Reduced
Darwin Advisors, LLC194$67.4K0.02%+194Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP200$69.5K0.00%00.0%Unchanged
Center for Financial Planning, Inc.200$69.5K0.01%00.0%Unchanged
REAP Financial Group, LLC200$69.5K0.01%00.0%Unchanged
UMA Financial Services, Inc.202$70.2K0.01%+11+5.8%Added
Salomon & Ludwin, LLC204$70.8K0.01%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.207$71.9K0.19%+207New
Oslo Pensjonsforsikring AS210$72.9K0.01%+210New
Burkett Financial Services, LLC218$75.7K0.02%+218New
Hazlett, Burt & Watson, Inc.221$77.0K0.02%+185+513.9%Added
Cassaday & Co Wealth Management LLC224$77.8K0.00%−102−31.3%Reduced
Mather Group, LLC.224$77.9K0.00%−72−24.3%Reduced
Bell Investment Advisors, Inc237$82.3K0.01%+24+11.3%Added
Wolff Wiese Magana LLC245$85.1K0.04%00.0%Unchanged
Alpine Bank Wealth Management246$85.4K0.01%−177−41.8%Reduced
Noble Wealth Management PBC250$86.8K0.04%00.0%Unchanged
NBC Securities, Inc.252$87.5K0.01%−19−7.0%Reduced
Clear Street Markets LLC252$87.5K0.02%+252New
Strategic Advocates LLC259$89.9K0.35%−48−15.6%Reduced
Massmutual Trust Co FSB261$90.6K0.00%−39−13.0%Reduced
Aspect Partners, LLC261$90.6K0.03%00.0%Unchanged
RHL Group, LLC279$96.9K0.07%00.0%Unchanged
Bogart Wealth, LLC281$97.4K0.00%+32+12.9%Added
Fortitude Family Office, LLC281$97.6K0.02%+55+24.3%Added
IFG Advisory, LLC316$109.7K0.00%−2−0.6%Reduced
Mosley Wealth Management353$111.7K0.03%−273−43.6%Reduced
Highline Wealth Partners LLC322$111.8K0.02%+13+4.2%Added
Rossby Financial, LCC329$114.3K0.02%−5−1.5%Reduced
Owl Creek Wealth Partners LLC375$130.2K0.04%+10+2.7%Added
Game Plan Financial Advisors, LLC394$136.8K0.05%+44+12.6%Added
State of Wyoming396$137.5K0.01%+396New
ORG Wealth Partners, LLC400$138.9K0.02%+340+566.7%Added
TFC Financial Management449$155.9K0.02%+9+2.0%Added
Cullen/Frost Bankers, Inc.452$157.0K0.00%+161+55.3%Added
Rothwell Investment Advisors, LLC461$160.1K0.09%+461New
V-Square Quantitative Management LLC466$161.8K0.01%+72+18.3%Added
Pinnacle Wealth Planning Services, Inc.480$166.7K0.02%+14+3.0%Added
Signature Equity Partners, LLC531$184.4K0.06%+111+26.4%Added
HHM Wealth Advisors, LLC536$186.1K0.02%+20+3.9%Added
Grove Bank & Trust570$197.9K0.02%00.0%Unchanged
KCM Investment Advisors LLC580$201.4K0.01%+580New
Wesbanco Bank Inc585$203.2K0.01%+585New
Jacobi Capital Management LLC586$203.5K0.01%+586New
Clarity Wealth Advisors, LLC587$203.9K0.04%+587New
Family Wealth Partners, LLC589$204.5K0.06%+589New
Harbor Investment Advisory, LLC600$208.4K0.01%+70+13.2%Added
WealthTrust Asset Management, LLC600$208.4K0.12%+600New
Old National Bancorp601$208.7K0.00%+601New
TritonPoint Partners, LLC606$210.5K0.04%−309−33.8%Reduced
Aegis Wealth Management LLC607$210.7K0.10%+607New
Aspiriant, LLC607$210.8K0.01%+607New
Global Assets Advisory, LLC580$210.9K0.05%+580New
Murphy & Mullick Capital Management Corp608$211.1K0.13%00.0%Unchanged
Summit Wealth Group LLC611$212.2K0.01%+611New
Reflection Asset Management611$212.2K0.09%+611New
New York Life Investment Management LLC612$212.5K0.00%+612New
Apella Capital, LLC627$215.1K0.00%+627New
Eagle Bay Advisors LLC622$216.0K0.16%+622New
Financial Management Professionals, Inc.623$216.4K0.02%+36+6.1%Added
R.H. Investment Group, LLC627$217.7K0.16%+627New
Guidance Capital, Inc830$220.1K0.05%−7−0.8%Reduced
Allen Capital Group, LLC638$221.6K0.02%+638New
Diversified Enterprises, LLC640$222.3K0.01%+640New
Armis Advisers, LLC636$223.2K0.02%+636New
Legacy Financial Advisors, Inc.644$223.6K0.03%+644New
Violich Capital Management, Inc.650$225.7K0.02%+650New
Quadcap Wealth Management, LLC655$227.5K0.02%+655New
MinichMacGregor Wealth Management, LLC655$227.5K0.04%−321−32.9%Reduced
Ariadne Wealth Management, LP658$228.5K0.10%+658New
Mainsail Asset Management, LLC645$229.0K0.09%+645New
6th Street Advisors, LLC666$231.3K0.13%+666New
Parkside Financial Bank & Trust669$232.3K0.02%+61+10.0%Added
Financial Life Planners670$232.7K0.15%00.0%Unchanged
Relyea Zuckerberg Hanson LLC674$234.1K0.02%+674New
Crusonia Wealth Advisors LLC680$236.2K0.04%+680New