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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
Shearwater Capital LLC1,040$361.2K0.17%00.0%Unchanged
Prakash Investment Advisors LLC1,050$364.6K0.23%+100+10.5%Added
Commonwealth Financial Services, LLC1,052$365.3K0.07%+1,052New
MW Advisory, LLC1,057$367.1K0.15%+130+14.0%Added
Huntington National Bank1,059$367.8K0.00%−173−14.0%Reduced
Diligent Investors, LLC1,065$369.9K0.08%00.0%Unchanged
Wedbush Securities Inc1,095$380.0K0.01%+44+4.2%Added
Advisor OS, LLC1,098$381.3K0.03%−81−6.9%Reduced
CBOE Vest Financial, LLC1,099$381.7K0.00%−133−10.8%Reduced
Consolidated Capital Management, LLC1,100$382.0K0.10%00.0%Unchanged
Banque Transatlantique SA1,102$382.5K0.01%+1,102New
Golden State Equity Partners1,102$382.7K0.02%+1,102New
Nilsine Partners, LLC1,111$385.8K0.03%−95−7.9%Reduced
Cornerstone Wealth Management, LLC1,117$387.9K0.02%+70+6.7%Added
Cordoba Advisory Partners LLC1,119$388.6K0.05%00.0%Unchanged
Provenance Wealth Advisors, LLC1,120$389.0K0.02%+1,120New
Aurora Private Wealth, Inc.1,128$392.0K0.25%−100−8.1%Reduced
MCF Advisors LLC1,139$395.6K0.01%00.0%Unchanged
Facet Wealth, Inc.1,141$396.2K0.00%+152+15.4%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,145$397.6K0.01%+105+10.1%Added
Interchange Capital Partners, LLC1,148$398.7K0.07%+219+23.6%Added
CoreCap Advisors, LLC1,153$400.4K0.01%+817+243.2%Added
71 West Capital Partners1,158$402.1K0.01%+146+14.4%Added
SJS Investment Consulting Inc.1,161$403.2K0.04%+1,023+741.3%Added
Prospera Financial Services Inc1,444$405.3K0.01%+254+21.3%Added
Greenline Wealth Management LLC1,167$405.4K0.31%+100+9.4%Added
Central Trust Co1,175$408.1K0.01%+1,119+1,998.2%Added
Koshinski Asset Management, Inc.1,176$408.3K0.02%+9+0.8%Added
Synergy Financial Management, LLC1,187$412.2K0.04%+227+23.6%Added
Livforsakringsbolaget Skandia, Omsesidigt1,196$415.3K0.01%−1,000−45.5%Reduced
Clear Wave Wealth Management LLC1,200$416.6K0.09%+12+1.0%Added
Essential Partners LLC1,203$417.8K0.19%+462+62.3%Added
Personal Cfo Solutions, LLC1,209$419.9K0.07%−577−32.3%Reduced
Oarsman Capital, Inc.1,215$421.9K0.04%00.0%Unchanged
Drive Wealth Management, LLC1,225$425.4K0.07%−91−6.9%Reduced
TABR Capital Management, LLC1,230$427.2K0.31%+1,230New
Flagship Harbor Advisors, LLC1,238$429.9K0.02%+33+2.7%Added
Axxcess Wealth Management, LLC1,238$429.9K0.02%+1,238New
Root Financial Partners, LLC1,247$433.1K0.01%+263+26.7%Added
Modera Wealth Management, LLC1,255$436.0K0.00%+19+1.5%Added
Revisor Wealth Management LLC1,487$440.7K0.11%+97+7.0%Added
Capital Investment Advisors, LLC1,286$446.5K0.01%+56+4.6%Added
Katamaran Capital LLP1,288$447.3K0.51%+1,288New
Teza Capital Management LLC1,292$448.7K0.40%+214+19.9%Added
GFS Advisors, LLC1,300$451.0K0.05%+1,300New
Board of the Pension Protection Fund1,300$451.5K0.41%+1,300New
BIP Wealth, LLC1,333$462.9K0.01%+359+36.9%Added
Oak Thistle LLC1,335$463.6K0.04%−7,668−85.2%Reduced
Vestor Capital, LLC630$466.0K0.05%−720−53.3%Reduced
Versant Capital Management, Inc1,342$466.1K0.04%+173+14.8%Added
HighPoint Advisor Group LLC1,345$467.1K0.02%+9+0.7%Added
Pittenger & Anderson Inc1,390$482.7K0.02%+1,390New
Pier 88 Investment Partners LLC1,400$486.2K0.12%−1,500−51.7%Reduced
Paradigm Asset Management Co LLC1,400$486.2K0.12%00.0%Unchanged
Pinnacle Wealth Management Advisory Group, LLC1,411$490.0K0.03%−36−2.5%Reduced
Monticello Wealth Management, LLC1,419$492.8K0.03%+1,419New
Stonekeep Investments, LLC1,429$496.3K0.29%−1−0.1%Reduced
Core Wealth Partners LLC1,440$500.1K0.20%00.0%Unchanged
Mayflower Financial Advisors, LLC1,442$500.8K0.04%−25−1.7%Reduced
New England Research & Management, Inc.1,450$503.6K0.19%+1,450New
Forum Financial Management, LP1,474$511.9K0.01%−24−1.6%Reduced
Abacus Planning Group, Inc.1,485$515.7K0.06%00.0%Unchanged
Asahi Life Asset Management Co., Ltd.1,491$517.8K0.35%+345+30.1%Added
Signal Advisors Wealth, LLC1,500$520.9K0.02%+1,500New
Prime Capital Investment Advisors, LLC1,506$523.1K0.01%−294−16.3%Reduced
Kercheville Advisors, LLC1,510$524.4K0.15%+1,510New
Whalen Wealth Management Inc.1,517$526.8K0.23%−516−25.4%Reduced
Herold Advisors, Inc.1,520$527.9K0.10%00.0%Unchanged
GatePass Capital, LLC1,525$529.6K0.18%+110+7.8%Added
Crestwood Advisors Group LLC1,532$531.9K0.01%+61+4.1%Added
Bryn Mawr Trust Co1,534$532.7K0.01%−204−11.7%Reduced
Focused Wealth Management, Inc1,537$533.8K0.05%+113+7.9%Added
Sanders Morris Harris LLC1,530$533.9K0.07%+1,530New
Avant Financial Advisors LLC1,550$538.3K0.33%00.0%Unchanged
Lodestone Wealth Management LLC1,559$541.5K0.18%−51−3.2%Reduced
Clearstead Advisors, LLC1,567$543.5K0.01%−506−24.4%Reduced
180 Wealth Advisors, LLC1,587$551.2K0.05%−12−0.8%Reduced
Balboa Wealth Partners1,591$552.5K0.07%−1−0.1%Reduced
Quent Capital, LLC2,115$562.5K0.03%+58+2.8%Added
Gibbs Wealth Management1,655$574.8K0.06%+413+33.3%Added
Cynosure Management, LLC1,664$577.9K0.08%00.0%Unchanged
Valeo Financial Advisors, LLC1,672$580.6K0.01%+315+23.2%Added
Resonant Capital Advisors, LLC1,673$581.0K0.03%+189+12.7%Added
Global Financial Private Client, LLC1,675$581.7K0.16%+57+3.5%Added
Sax Wealth Advisors, LLC1,678$582.7K0.02%+1,678New
Formuepleje A/S1,684$584.8K0.05%+1,684New
Accuvest Global Advisors1,711$594.0K0.48%+1,711New
Seven Springs Wealth Group, LLC1,713$594.9K0.13%00.0%Unchanged
Avestar Capital, LLC1,719$597.0K0.05%−2,188−56.0%Reduced
Cardiff Park Advisors, LLC1,726$599.4K0.04%00.0%Unchanged
GAM Holding AG1,728$600.1K0.05%−1,237−41.7%Reduced
Sym Financial Corp1,732$601.5K0.05%+459+36.1%Added
Howard Capital Management Inc.1,738$603.6K0.01%−17−1.0%Reduced
Sterling Investment Advisors, Ltd.1,768$614.0K0.10%00.0%Unchanged
Hummer Financial Advisory Services Inc1,800$625.1K0.41%00.0%Unchanged
Allegiance Financial Group Advisory Services LLC1,849$642.1K0.10%+715+63.1%Added
Machina Capital S.A.S.1,854$643.9K0.09%+1,854New
Wealth Architects, LLC1,865$647.7K0.05%+843+82.5%Added
TD Private Client Wealth LLC1,886$655.0K0.01%−345−15.5%Reduced
Riversedge Advisors, LLC1,887$655.3K0.08%+818+76.5%Added