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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
971
+155 vs. Q2 2026
Shares held
141.7M
+2.79M (+2.0%) vs. Q2 2026
Total value
$48.9B
+$14.9B (+43.7%) vs. Q2 2026
New holders
198
368 more added
Sold out
43
285 more reduced

418 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: 874 institutionsQ2 2025: 951 institutionsQ3 2025: 1,047 institutionsQ4 2025: 1,097 institutionsQ1 2026: 1,146 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: $59.8BQ4 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 20261,146$57.1B
Q4 20251,097$54.8B
Q3 20251,047$59.8B
Q2 2025951$54.3B
Q1 2025874$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
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
Principal Securities, Inc.6,683$2.32M0.03%−1,084−14.0%Reduced
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
Loup Funds, LLC6,896$2.39M1.16%+271+4.1%Added
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
Quantbot Technologies LP7,308$2.54M0.10%−670−8.4%Reduced
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
Fund Advisors of America Inc7,927$2.75M2.32%+565+7.7%Added
Geneva Partners, LLC7,956$2.76M0.83%+7,956New
Clarus Wealth Advisors7,686$2.77M1.01%−1,381−15.2%Reduced
Pallas Capital Advisors LLC7,989$2.77M0.08%+2,744+52.3%Added
Florida Financial Advisors, LLC8,033$2.79M0.46%+599+8.1%Added
Spence Asset Management8,113$2.82M0.66%+8,113New
Summit Financial, LLC8,120$2.82M0.03%+3,449+73.8%Added
Winton Group Ltd8,137$2.83M0.11%−196−2.4%Reduced
Vestcor Inc8,224$2.86M0.07%+1,140+16.1%Added
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
Kiley Juergens Wealth Management, LLC8,564$2.97M0.45%−379−4.2%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
K.J. Harrison & Partners Inc9,000$3.13M0.43%+9,000New
Meeder Advisory Services, Inc.9,199$3.19M0.11%+798+9.5%Added
RDA Financial Network9,224$3.20M0.70%−7,126−43.6%Reduced
Westpac Banking Corp9,295$3.23M0.20%+6,233+203.6%Added
Everence Capital Management Inc9,380$3.26M0.17%00.0%Unchanged
TrueMark Investments, LLC9,387$3.26M0.38%−507−5.1%Reduced
Ocean Capital Management, LLC9,520$3.31M0.60%+123+1.3%Added
Malaga Cove Capital, LLC9,587$3.33M1.07%−1,002−9.5%Reduced
Elevatus Welath Management9,664$3.36M0.81%−7,721−44.4%Reduced
Convergence Investment Partners, LLC9,749$3.39M0.25%+9,749New
Joel Isaacson & Co., LLC9,793$3.40M0.10%+191+2.0%Added
Rakuten Securities, Inc.9,881$3.43M0.96%−264−2.6%Reduced
Plato Investment Management Ltd9,897$3.45M0.18%+3,750+61.0%Added
Paragon Advisors, LLC10,082$3.50M0.64%+1,808+21.9%Added
Steel Peak Wealth Management LLC10,098$3.51M0.09%+63+0.6%Added
Agf Management Ltd10,193$3.54M0.01%−3,703−26.6%Reduced
Arete Wealth Advisors, LLC10,300$3.58M0.23%+10,300New
Brighton Jones LLC10,473$3.64M0.06%+2,594+32.9%Added
Vise Technologies, Inc.10,503$3.65M0.03%+1,243+13.4%Added
Alps Advisors Inc10,595$3.68M0.02%+402+3.9%Added
Kestra Private Wealth Services, LLC10,606$3.68M0.04%−2,362−18.2%Reduced
Osmosis Investment Management UK Ltd10,682$3.71M0.17%+615+6.1%Added
Snider Financial Group11,075$3.85M0.93%−375−3.3%Reduced
BNP Paribas11,109$3.86M0.09%+2,521+29.4%Added
UniSuper Management Pty Ltd11,170$3.88M0.02%+2,700+31.9%Added
Migdal Insurance & Financial Holdings Ltd.11,200$3.89M0.02%+100+0.9%Added
Donoghue Forlines LLC11,281$3.92M0.99%+11,281New
J.W. Cole Advisors, Inc.11,284$3.92M0.07%+6,609+141.4%Added
MBM Wealth Consultants, LLC11,418$3.97M0.73%+185+1.6%Added
Citizens Financial Group Inc11,499$3.99M0.05%+2,314+25.2%Added
LRZ Capital LLC11,500$3.99M1.25%+11,500New
Circle Wealth Management, LLC11,558$4.01M0.05%−1,465−11.2%Reduced
Change Path, LLC11,674$4.05M0.08%+1,027+9.6%Added
Keystone Wealth Services, LLC11,538$4.06M0.73%+695+6.4%Added
Riggs Asset Managment Co. Inc.11,988$4.16M0.77%+11,988New
SBI Securities Co., Ltd.12,051$4.19M0.10%+721+6.4%Added