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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
Emerald Advisers, LLC3,962$1.38M0.04%−234−5.6%Reduced
Private Trust Co NA4,052$1.41M0.11%−324−7.4%Reduced
J.Safra Asset Management Corp4,075$1.42M0.06%+4,075New
Thoroughbred Financial Services, LLC4,142$1.44M0.07%−10−0.2%Reduced
Global Retirement Partners, LLC4,239$1.47M0.02%+29+0.7%Added
Sagespring Wealth Partners, LLC4,244$1.47M0.02%+434+11.4%Added
Allworth Financial LP6,025$1.48M0.01%+592+10.9%Added
NorthCrest Asset Manangement, LLC4,342$1.48M0.04%+1,365+45.9%Added
Grant Private Wealth Management Inc4,330$1.50M0.67%−1,292−23.0%Reduced
Burr Financial Services, LLC4,360$1.51M0.93%+4,360New
Wealthedge Investment Advisors, LLC4,364$1.52M0.49%−791−15.3%Reduced
Brooktree Capital Management4,411$1.53M1.06%−6,123−58.1%Reduced
MBL Wealth, LLC4,443$1.54M0.09%+4,443New
Yousif Capital Management, LLC4,518$1.57M0.02%+226+5.3%Added
Coldstream Capital Management Inc4,554$1.58M0.02%−326−6.7%Reduced
China Universal Asset Management Co., Ltd.4,500$1.59M0.08%00.0%Unchanged
Kassira Wealth Management LLC4,582$1.59M1.26%−1,399−23.4%Reduced
Csenge Advisory Group4,597$1.60M0.06%+140+3.1%Added
Kingswood Wealth Advisors, LLC4,613$1.60M0.06%+126+2.8%Added
Anchor Investment Management, LLC4,668$1.62M0.12%+1,236+36.0%Added
BOCHK Asset Management Ltd4,700$1.63M0.23%−15,200−76.4%Reduced
Ritholtz Wealth Management4,702$1.63M0.02%+2,903+161.4%Added
Burling Wealth Partners, LLC4,743$1.65M0.23%−1,100−18.8%Reduced
Perpetual Ltd4,745$1.65M0.03%+3,098+188.1%Added
LeConte Wealth Management, LLC4,768$1.66M0.88%+296+6.6%Added
Hennion & Walsh Asset Management, Inc.4,819$1.67M0.05%+541+12.6%Added
NTV Asset Management LLC4,830$1.68M0.16%−500−9.4%Reduced
Harbour Investments, Inc.4,851$1.68M0.02%+8+0.2%Added
Western Financial Corp4,858$1.69M0.56%−1,546−24.1%Reduced
Simplex Trading, LLC4,874$1.69M0.05%−19,534−80.0%Reduced
Creek Drive Management Group LLC4,900$1.70M0.84%−21,100−81.2%Reduced
First Citizens Bank & Trust Co4,994$1.73M0.03%+4,994New
Nwam LLC5,025$1.75M0.08%+20+0.4%Added
Thoma Capital Management LLC5,137$1.78M0.93%−582−10.2%Reduced
Stableford Capital II LLC5,184$1.80M0.62%−169−3.2%Reduced
EverSource Wealth Advisors, LLC5,187$1.80M0.06%+1,047+25.3%Added
Retireful, LLC5,255$1.82M1.57%+5,255New
Bull Harbor Capital LLC5,303$1.84M0.35%+1,641+44.8%Added
Ofi Invest Asset Management5,879$1.85M0.02%−340−5.5%Reduced
Independent Advisor Alliance5,718$1.85M0.04%+256+4.7%Added
Advisors Asset Management, Inc.11,533$1.86M0.03%+7,100+160.2%Added
TCW Group Inc5,421$1.88M0.01%+76+1.4%Added
Putney Financial Group LLC5,701$1.98M1.56%−276−4.6%Reduced
Gateway Investment Advisers LLC5,704$1.98M0.02%−207−3.5%Reduced
Knights of Columbus Asset Advisors LLC5,786$2.01M0.10%−366−5.9%Reduced
Miller Financial Services LLC5,809$2.02M1.53%−45−0.8%Reduced
Timothy G. Youngquist 2020 Irrevocable Trust5,879$2.04M0.40%+5,212+781.4%Added
Miracle Mile Advisors, LLC5,916$2.05M0.02%+223+3.9%Added
Danica Pension, Livsforsikringsaktieselskab5,924$2.06M0.03%+5,924New
Leonteq Securities AG5,928$2.06M0.17%−530−8.2%Reduced
Generali Investments Towarzystwo Funduszy Inwestycyjnych6,000$2.08M0.76%−2,500−29.4%Reduced
Apollon Wealth Management, LLC6,007$2.09M0.02%+1,635+37.4%Added
Krilogy Financial LLC6,084$2.13M0.06%+1,810+42.3%Added
Parallel Advisors, LLC6,163$2.14M0.03%+379+6.6%Added
Sigma Planning Corp6,194$2.15M0.06%+2,216+55.7%Added
Daymark Wealth Partners, LLC6,182$2.15M0.05%+297+5.0%Added
Afg Fiduciary Services Limited Partnership6,368$2.21M1.71%−1,559−19.7%Reduced
Advisory Resource Group6,407$2.23M0.32%−1,483−18.8%Reduced
Redhawk Wealth Advisors, Inc.6,411$2.23M0.23%−750−10.5%Reduced
Green Alpha Advisors, LLC6,552$2.28M1.54%−849−11.5%Reduced
Atomi Financial Group, Inc.6,666$2.32M0.06%+1,085+19.4%Added
IFP Advisors, Inc6,708$2.33M0.04%+223+3.4%Added
Concurrent Investment Advisors, LLC6,713$2.33M0.02%+4,037+150.9%Added
Wealth Management Partners, LLC6,795$2.36M0.55%+127+1.9%Added
Leelyn Smith, LLC6,823$2.37M0.26%+98+1.5%Added
Edmond de Rothschild Holding S.A.6,850$2.38M0.03%−849−11.0%Reduced
Fulcrum Asset Management LLP6,795$2.39M0.11%+6,795New
LJI Wealth Management, LLC6,900$2.40M0.34%00.0%Unchanged
SBI Okasan Asset Management Co.Ltd.6,837$2.41M0.08%−48−0.7%Reduced
Everhart Financial Group, Inc.6,960$2.42M0.15%+138+2.0%Added
Larson Financial Group LLC7,138$2.48M0.06%+939+15.1%Added
Resources Investment Advisors, LLC.7,250$2.52M0.02%+2,235+44.6%Added
Optas, LLC7,308$2.54M0.36%−522−6.7%Reduced
RSM US Wealth Management LLC7,376$2.56M0.03%+316+4.5%Added
Mission Wealth Management, LP7,418$2.58M0.04%−3,922−34.6%Reduced
Rothschild Investment LLC7,526$2.61M0.10%+2,084+38.3%Added
Titleist Asset Management, LLC7,631$2.65M0.17%−995−11.5%Reduced
E. Ohman J:or Asset Management AB7,634$2.65M0.06%−1,010−11.7%Reduced
Diversify Advisory Services, LLC8,459$2.68M0.04%+335+4.1%Added
Diversify Wealth Management, LLC8,459$2.68M0.04%+335+4.1%Added
Signaturefd, LLC7,777$2.70M0.03%+251+3.3%Added
FIL Ltd7,851$2.73M0.00%+6,530+494.3%Added
Sterling Capital Management LLC7,891$2.74M0.06%−4,921−38.4%Reduced
Geneva Partners, LLC7,956$2.76M0.83%+7,956New
Clarus Wealth Advisors7,686$2.77M1.01%−1,381−15.2%Reduced
Florida Financial Advisors, LLC8,033$2.79M0.46%+599+8.1%Added
Spence Asset Management8,113$2.82M0.66%+8,113New
Atlas Brown,Inc.8,263$2.87M0.76%−23−0.3%Reduced
Chicago Partners Investment Group LLC9,059$2.95M0.05%+2,257+33.2%Added
Profund Advisors LLC8,504$2.95M0.08%−923−9.8%Reduced
Keybank National Association8,530$2.96M0.01%−2,010−19.1%Reduced
Sowell Financial Services LLC8,563$2.97M0.10%−81−0.9%Reduced
Fortis Group Advisors, LLC10,628$2.99M0.48%−131−1.2%Reduced
Bokf, NA8,784$3.05M0.05%+6,094+226.5%Added
Geneos Wealth Management Inc.8,802$3.06M0.06%−513−5.5%Reduced
BDF-Gestion8,863$3.08M0.42%+8,863New
Calamos Wealth Management LLC8,887$3.09M0.09%+19+0.2%Added
Landscape Capital Management, L.L.C.8,894$3.09M0.23%−13,293−59.9%Reduced
RDA Financial Network9,224$3.20M0.70%−7,126−43.6%Reduced
Westpac Banking Corp9,295$3.23M0.20%+6,233+203.6%Added