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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
First Growth Capital LLC682$236.8K0.19%+682New
First Affirmative Financial Network682$237.0K0.05%+682New
Moors & Cabot, Inc.683$237.2K0.01%+683New
Mayfair Advisory Group, LLC683$237.2K0.07%+683New
FSM Wealth Advisors, LLC699$239.0K0.02%+699New
Elyxium Wealth, LLC694$241.0K0.02%+694New
Burton Enright Welch695$241.4K0.03%+695New
Banco Santander, S.A.696$241.7K0.00%−1,277−64.7%Reduced
Twelve Points Wealth Management LLC863$242.2K0.05%−149−14.7%Reduced
B&L Asset Management LLC698$242.4K0.08%−154−18.1%Reduced
HWG Holdings LP698$242.4K0.06%+698New
Meriwether Wealth & Planning, LLC699$242.7K0.11%+699New
waypoint wealth counsel700$243.1K0.14%+700New
Pasadena Private Wealth, LLC710$246.6K0.03%+710New
South Shore Capital Advisors713$247.6K0.17%+713New
Gryphon Financial Partners LLC716$248.7K0.02%+716New
Kathmere Capital Management, LLC718$249.5K0.01%+718New
True Wealth Design, LLC720$250.0K0.06%+272+60.7%Added
Alliance Wealth Advisors, LLC720$250.0K0.05%+720New
Delta Investment Management, LLC728$252.8K0.04%+728New
Great Valley Advisor Group, Inc.729$253.5K0.00%+729New
XML Financial, LLC730$253.5K0.02%+730New
Level Four Advisory Services, LLC734$254.9K0.01%−101−12.1%Reduced
Abel Hall, LLC745$258.7K0.05%+745New
O'Brien Greene & Co. Inc750$260.5K0.07%+750New
Baron Wealth Management LLC752$261.2K0.07%+752New
StoneX Group Inc.787$262.1K0.01%−312−28.4%Reduced
Saxony Capital Management, LLC755$262.2K0.11%+755New
Braeburn Wealth Management LLC762$264.6K0.11%+762New
Avail Investment Partners, LLC764$265.3K0.19%+764New
Buck Wealth Strategies, LLC768$266.7K0.03%+768New
Childress Capital Advisors, LLC771$267.8K0.04%+771New
Angeles Wealth Management, LLC775$269.1K0.01%−145−15.8%Reduced
AMG Asset Management Group, Inc.775$269.1K0.17%+775New
Investment Research Partners LLC778$270.2K0.09%+778New
Anchyra Partners LLC780$270.9K0.06%+780New
Founders Financial Alliance, LLC787$273.3K0.04%+787New
Simplicity Wealth,LLC788$273.7K0.01%+788New
Xxi Wealth, LLC792$275.0K0.11%+792New
Reuter James Wealth Management, LLC796$276.4K0.04%+796New
Zions Bancorporation, National Association797$276.8K0.02%−19−2.3%Reduced
Triad Wealth Partners, LLC799$277.5K0.02%+57+7.7%Added
Advisortrust Partners, LLC801$278.2K0.09%+801New
Creative Financial Designs Inc803$278.9K0.01%−21−2.5%Reduced
Claro Advisors LLC807$280.3K0.03%+807New
Colonial River Wealth Management, LLC808$280.6K0.07%+808New
Beese Fulmer Investment Management, Inc.810$281.3K0.02%−175−17.8%Reduced
Equity Wealth Partners, LLC812$282.0K0.09%−107−11.6%Reduced
Heritage Family Offices, LLP815$283.0K0.09%+815New
D.B. Root & Company, LLC826$286.9K0.06%+2+0.2%Added
Tritonpoint Wealth, LLC826$286.9K0.03%+826New
Fulton Bank, N.A.830$288.2K0.01%−26−3.0%Reduced
Fulton Breakefield Broenniman LLC830$288.2K0.02%00.0%Unchanged
Trust Point Inc.831$288.6K0.02%+831New
Swiss Re Ltd834$289.6K0.15%+327+64.5%Added
LifeGoal Wealth Advisors837$290.7K0.09%+837New
McAdam, LLC840$291.8K0.01%+840New
Moss Adams Wealth Advisors LLC841$292.1K0.02%−130−13.4%Reduced
Capital Performance Advisors LLP842$292.4K0.02%−462−35.4%Reduced
Epiq Partners, LLC847$294.1K0.13%00.0%Unchanged
Founders Financial Securities LLC847$294.1K0.01%+847New
Revolve Wealth Partners, LLC854$296.6K0.03%+854New
CenterBook Partners LP854$296.6K0.01%+854New
Abacus Wealth Partners, LLC854$296.6K0.03%+854New
Zinnia Wealth Advisory, LLC860$298.7K0.27%+860New
Net Worth Advisory Group852$299.1K0.08%−307−26.5%Reduced
Pine Valley Investments Ltd Liability Co863$299.7K0.01%+863New
IPG Investment Advisors LLC867$301.1K0.04%+867New
Commerzbank Aktiengesellschaft875$304.0K0.01%+875New
Journey Retirement Planning & Investment Management LLC880$305.6K0.22%+880New
Picton Mahoney Asset Management884$307.0K0.00%+884New
Birch Hill Investment Advisors LLC885$307.3K0.01%00.0%Unchanged
Lynx Investment Advisory900$312.6K0.10%00.0%Unchanged
Castle Rock Wealth Management, LLC882$313.1K0.06%00.0%Unchanged
Verdence Capital Advisors LLC914$317.4K0.01%+914New
Income Insurance Ltd915$317.8K0.18%00.0%Unchanged
Lecap Asset Management Ltd923$320.5K0.15%+923New
Klingman & Associates, LLC928$322.3K0.01%+928New
R Squared Ltd929$322.6K0.17%+929New
FAI Advisors, Inc.937$325.4K0.13%−23−2.4%Reduced
GW&K Investment Management, LLC943$327.0K0.00%+518+121.9%Added
AdvisorNet Financial, Inc1,023$331.8K0.02%+252+32.7%Added
Capstone Wealth Management, LLC961$333.7K0.15%+18+1.9%Added
Good Steward Wealth Advisors,LLC962$334.1K0.20%00.0%Unchanged
CWS Financial Advisors, LLC969$336.5K0.07%00.0%Unchanged
Catalyst Capital Advisors LLC972$337.6K0.01%−973−50.0%Reduced
Quadrant Private Wealth Management, LLC982$341.1K0.05%+982New
S-Bank Fund Management Ltd984$341.7K0.04%+48+5.1%Added
Spire Wealth Management986$342.4K0.01%+39+4.1%Added
KRS Capital Management, LLC987$342.8K0.15%+25+2.6%Added
Silver Oak Securities, Inc1,278$343.5K0.03%+263+25.9%Added
Northwest Wealth Management, LLC996$345.9K0.04%+996New
Ameliora Wealth Management Ltd.1,000$347.3K0.10%−160−13.8%Reduced
Greatmark Investment Partners, Inc.1,000$347.3K0.04%00.0%Unchanged
Chiron Capital Management, LLC1,000$347.3K0.35%00.0%Unchanged
Birchcreek Wealth Management, LLC1,000$347.3K0.13%00.0%Unchanged
Lewis Asset Management, LLC1,004$348.7K0.12%00.0%Unchanged
Avidian Wealth Solutions, LLC1,012$351.4K0.01%+1,012New
Kaufman Rossin Wealth, LLC1,019$353.8K0.14%+1,019New
Prevail Innovative Wealth Advisors, LLC1,038$356.0K0.05%+1,038New