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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
West Family Investments, Inc.1,923$667.8K0.15%+105+5.8%Added
Fisher Asset Management, LLC1,923$668.2K0.00%+700+57.2%Added
Win Advisors, Inc1,948$676.5K0.26%+1,948New
Greenleaf Trust1,950$677.2K0.01%+65+3.4%Added
Dynamic Advisor Solutions LLC2,000$694.6K0.02%+106+5.6%Added
Financial Perspectives, Inc2,028$704.3K0.16%00.0%Unchanged
Baker Avenue Asset Management, LP2,031$705.3K0.01%+566+38.6%Added
Americana Partners, LLC2,033$706.0K0.02%+693+51.7%Added
Shepherd Street Advisors LLC1,962$708.1K0.61%00.0%Unchanged
Eddie Patel Inc2,054$713.4K0.45%−541−20.8%Reduced
PDS Planning, Inc2,062$716.1K0.04%+217+11.8%Added
Verus Capital Partners, LLC2,081$722.7K0.04%−5−0.2%Reduced
Rockbridge Investment Management, LCC2,112$733.5K0.06%00.0%Unchanged
Argos Wealth Advisors, LLC2,117$735.2K0.20%−1,117−34.5%Reduced
First Command Advisory Services, Inc.2,121$736.6K0.00%+1,437+210.1%Added
Turner Financial Group, Inc.2,131$739.9K0.77%+2,131New
Jamison Private Wealth Management, Inc.2,146$745.3K0.08%+98+4.8%Added
United Advisor Group, LLC2,155$748.4K0.07%−956−30.7%Reduced
Gill Capital Partners, LLC2,164$751.5K0.21%−480−18.2%Reduced
Cravens & Co Advisors, LLC2,172$754.3K0.51%−254−10.5%Reduced
Virtue Capital Management, LLC2,173$754.6K0.10%−1,548−41.6%Reduced
Souders Financial Advisors2,199$763.7K0.07%−62−2.7%Reduced
QTR Family Wealth, LLC2,201$764.4K0.28%+138+6.7%Added
Caitong International Asset Management Co., Ltd2,207$766.4K0.07%−574−20.6%Reduced
Kestra Investment Management, LLC2,216$769.4K0.01%+565+34.2%Added
Kesler, Norman & Wride, LLC2,235$776.1K0.12%−208−8.5%Reduced
Davenport & Co LLC2,239$777.6K0.00%+170+8.2%Added
Sovran Advisors, LLC2,516$780.7K0.05%−188−7.0%Reduced
VestGen Advisors, LLC2,274$789.7K0.02%+961+73.2%Added
Cypress Capital Group2,284$793.2K0.07%00.0%Unchanged
Pinnacle Associates Ltd2,291$795.6K0.01%+77+3.5%Added
KPP Advisory Services LLC2,296$797.4K0.13%00.0%Unchanged
Sava Infond d.o.o.2,300$798.7K0.05%+300+15.0%Added
Alta Advisers Ltd2,308$801.5K0.12%+1,073+86.9%Added
Western Wealth Management, LLC2,314$803.6K0.03%+295+14.6%Added
Hudock, Inc.2,321$806.0K0.10%−212−8.4%Reduced
Cornerstone Enterprises, LLC2,340$812.6K0.47%−1,652−41.4%Reduced
Indivisible Partners2,348$815.3K0.04%+588+33.4%Added
GAMMA Investing LLC2,352$816.8K0.03%+199+9.2%Added
Axxion S.A.2,389$829.7K0.05%+262+12.3%Added
LVW Advisors, LLC2,396$832.1K0.07%+43+1.8%Added
Radnor Capital Management, LLC2,411$837.3K0.12%+1,591+194.0%Added
Umb Bank N A2,420$840.4K0.01%−40−1.6%Reduced
Aaron Wealth Advisors2,423$841.5K0.04%−117−4.6%Reduced
Ashton Thomas Private Wealth, LLC2,426$842.5K0.02%+2,426New
Ring Mountain Capital, LLC2,429$843.5K0.35%00.0%Unchanged
Integrity Alliance, LLC.2,450$850.8K0.03%+269+12.3%Added
Range Advisory, LLC2,464$855.9K0.07%+1,147+87.1%Added
Total Clarity Wealth Management, Inc.2,473$858.8K0.17%+916+58.8%Added
Artemis Wealth Advisors, LLC2,500$868.2K0.11%+2,500New
Ronald Blue Trust, Inc.2,536$880.7K0.01%−236−8.5%Reduced
Freestone Capital Holdings, LLC2,553$886.6K0.02%−954−27.2%Reduced
Hill Island Financial LLC2,555$887.3K0.18%−1,112−30.3%Reduced
TD Waterhouse Canada Inc.2,587$908.0K0.00%+93+3.7%Added
Portside Wealth Group, LLC2,617$908.8K0.10%+19+0.7%Added
Ascent Group, LLC2,617$908.8K0.03%+107+4.3%Added
Quadrant Capital Group LLC2,618$910.3K0.02%+1,919+274.5%Added
Aprio Wealth Management, LLC2,685$932.4K0.04%+9+0.3%Added
Independence Bank of Kentucky2,725$946.3K0.11%−70−2.5%Reduced
Smartleaf Asset Management LLC2,690$947.6K0.03%+2+0.1%Added
TCG Advisory Services, LLC2,733$949.1K0.02%−15,248−84.8%Reduced
GraniteShares Advisors LLC2,761$958.8K0.63%−380−12.1%Reduced
Focus Financial Network, Inc.2,762$959.2K0.03%−27−1.0%Reduced
Archer Investment Corp2,900$1.01M0.18%00.0%Unchanged
Cigna Investments Inc2,943$1.02M0.13%−69−2.3%Reduced
Premier Path Wealth Partners, LLC2,951$1.02M0.12%+65+2.3%Added
Linden Thomas Advisory Services, LLC2,964$1.03M0.08%−32−1.1%Reduced
AXS Investments LLC2,983$1.04M0.10%−195−6.1%Reduced
Evergreen Capital Management LLC2,990$1.04M0.02%−9−0.3%Reduced
J. Safra Sarasin Holding AG3,011$1.05M0.01%−3,663−54.9%Reduced
Brookstone Capital Management3,039$1.06M0.01%−175−5.4%Reduced
Bridges Investment Management Inc3,053$1.06M0.01%00.0%Unchanged
Fiduciary Planning LLC3,061$1.06M0.27%−325−9.6%Reduced
United Asset Strategies, Inc.3,082$1.07M0.07%+3,082New
Tobam3,109$1.08M0.44%+2,907+1,439.1%Added
National Asset Management, Inc.3,113$1.08M0.04%−261−7.7%Reduced
OpenArc Corporate Advisory, LLC3,144$1.09M0.01%−466−12.9%Reduced
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna3,145$1.09M0.38%+1,574+100.2%Added
Fedenia Advisers LLC3,160$1.10M0.26%00.0%Unchanged
Curated Wealth Partners LLC3,194$1.11M0.09%+3,194New
Gerber Kawasaki Wealth & Investment Management3,253$1.13M0.03%+476+17.1%Added
Impact Partnership Wealth, LLC3,275$1.14M0.10%+268+8.9%Added
Parcion Private Wealth LLC3,288$1.14M0.06%+1,424+76.4%Added
Absolute Capital Management, LLC3,303$1.15M0.27%+3,303New
International Assets Investment Management, LLC3,314$1.16M0.07%−58−1.7%Reduced
BKA Wealth Consulting, Inc.3,402$1.18M0.72%+3,402New
Avanza Fonder AB3,423$1.19M0.02%00.0%Unchanged
Frank, Rimerman Advisors LLC3,453$1.20M0.07%+99+3.0%Added
Crossmark Global Holdings, Inc.3,514$1.22M0.02%+500+16.6%Added
Wealthcare Advisory Partners LLC3,574$1.24M0.02%−8−0.2%Reduced
Powell Investment Advisors, LLC3,583$1.24M0.40%00.0%Unchanged
AlphaCore Capital LLC3,601$1.25M0.02%+1,590+79.1%Added
Camden Capital, LLC3,611$1.25M0.06%+138+4.0%Added
Cache Advisors, LLC3,650$1.27M0.08%−2,910−44.4%Reduced
iA Global Asset Management Inc.3,680$1.28M0.01%+3,680New
Tuttle Tactical Management3,701$1.29M0.56%+3,701New
We Are One Seven, LLC3,813$1.32M0.02%+165+4.5%Added
Central Pacific Bank - Trust Division3,824$1.33M0.14%+321+9.2%Added
Davis Capital Management3,860$1.34M0.80%−150−3.7%Reduced
Private Wealth Asset Management, LLC5,117$1.38M0.08%+4,979+3,608.0%Added