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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,234 | $69.8B |
| Q1 2026 | 1,146 | $57.1B |
| Q4 2025 | 1,097 | $54.8B |
| Q3 2025 | 1,047 | $59.8B |
| Q2 2025 | 951 | $54.3B |
| Q1 2025 | 874 | $29.8B |
| Q4 2024 | 774 | $28.4B |
| Q3 2024 | 681 | $20.7B |
| Q2 2024 | 652 | $21.1B |
| Q1 2024 | 709 | $24.2B |
| Q4 2023 | 678 | $20.7B |
| Q3 2023 | 573 | $15.8B |
| Q2 2023 | 560 | $16.0B |
| Q1 2023 | 572 | $15.1B |
| Q4 2022 | 550 | $10.9B |
| Q3 2022 | 563 | $12.9B |
| Q2 2022 | 550 | $10.3B |
| Q1 2022 | 641 | $28.0B |
| Q4 2021 | 681 | $29.8B |
| Q3 2021 | 620 | $24.6B |
| Q2 2021 | 537 | $22.6B |
| Q1 2021 | 507 | $13.7B |
Institutions, Q3 2026
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q2 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Legato Capital Management LLC | 12,197 | $4.24M | 0.38% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 12,265 | $4.26M | 1.18% | −1,118−8.4% | Reduced |
| Institute for Wealth Management, LLC. | 12,412 | $4.31M | 0.38% | −10−0.1% | Reduced |
| Harvest Fund Management Co., Ltd | 12,519 | $4.34M | 0.13% | +7,300+139.9% | Added |
| Ellevest, Inc. | 12,707 | $4.40M | 0.51% | −1,858−12.8% | Reduced |
| Intech Investment Management LLC | 12,689 | $4.41M | 0.04% | +2,225+21.3% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 12,732 | $4.42M | 0.58% | −23,702−65.1% | Reduced |
| Fortis Capital Advisors, LLC | 13,053 | $4.53M | 0.35% | −409−3.0% | Reduced |
| Wedmont Private Capital | 13,280 | $4.54M | 0.11% | +6,908+108.4% | Added |
| Robocap Asset Management Ltd | 13,239 | $4.60M | 3.36% | −1,520−10.3% | Reduced |
| WD Rutherford LLC | 13,271 | $4.61M | 1.75% | −882−6.2% | Reduced |
| Park Avenue Securities LLC | 13,311 | $4.62M | 0.03% | −610−4.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 13,364 | $4.64M | 0.14% | +167+1.3% | Added |
| Achmea Investment Management B.V. | 13,449 | $4.67M | 0.04% | +13,449 | New |
| D.A. Davidson & Co. | 13,999 | $4.86M | 0.03% | −703−4.8% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 14,139 | $4.91M | 0.42% | +2,949+26.4% | Added |
| AG2R la Mondiale Gestion D'Actifs | 14,143 | $4.91M | 0.16% | +319+2.3% | Added |
| Coastal Investment Advisors, Inc. | 14,150 | $4.91M | 1.44% | −735−4.9% | Reduced |
| Nia Impact Advisors, LLC | 14,198 | $4.93M | 2.13% | −104−0.7% | Reduced |
| Livet Wealth, LLC | 14,199 | $4.93M | 2.73% | +34+0.2% | Added |
| United Capital Financial Advisers, LLC | 14,244 | $4.95M | 0.03% | +1,114+8.5% | Added |
| State of Alaska, Department of Revenue | 14,314 | $4.97M | 0.05% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 14,532 | $5.05M | 0.23% | +10,450+256.0% | Added |
| Belpointe Asset Management LLC | 14,547 | $5.05M | 0.14% | −447−3.0% | Reduced |
| M&T Bank Corp | 14,568 | $5.06M | 0.01% | +231+1.6% | Added |
| Oppenheimer & Co Inc | 14,575 | $5.06M | 0.05% | +2,470+20.4% | Added |
| The PNC Financial Services Group, Inc. | 14,631 | $5.08M | 0.00% | +38+0.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 14,713 | $5.11M | 0.12% | +2,669+22.2% | Added |
| Meridian Wealth Management, LLC | 14,733 | $5.12M | 0.15% | +58+0.4% | Added |
| North Dakota State Investment Board | 14,762 | $5.13M | 0.20% | +4,261+40.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 14,877 | $5.17M | 0.04% | −5,879−28.3% | Reduced |
| HB Wealth Management, LLC | 15,234 | $5.24M | 0.03% | +5,994+64.9% | Added |
| Taylor Frigon Capital Management LLC | 15,132 | $5.26M | 2.67% | −328−2.1% | Reduced |
| State of Michigan Retirement System | 15,254 | $5.30M | 0.02% | −14,100−48.0% | Reduced |
| CIBC Asset Management Inc | 15,277 | $5.31M | 0.01% | +300+2.0% | Added |
| Atria Investments LLC | 15,353 | $5.33M | 0.05% | −383−2.4% | Reduced |
| Blue Jean Financial LLC | 15,358 | $5.33M | 3.28% | −117−0.8% | Reduced |
| O'Neil Global Advisors, Inc. | 15,460 | $5.37M | 2.06% | +14,396+1,353.0% | Added |
| CIBC World Markets Inc. | 15,486 | $5.38M | 0.01% | +61+0.4% | Added |
| Merit Financial Group, LLC | 15,512 | $5.39M | 0.03% | +5,551+55.7% | Added |
| Independent Solutions Wealth Management, LLC | 15,600 | $5.42M | 0.69% | −56−0.4% | Reduced |
| Diversified Trust Co | 15,606 | $5.42M | 0.12% | +2,977+23.6% | Added |
| Generali Investments, Management Co LLC | 15,955 | $5.54M | 1.07% | +2,559+19.1% | Added |
| Savant Capital, LLC | 16,169 | $5.62M | 0.02% | +12,517+342.7% | Added |
| Mutual of America Capital Management LLC | 16,415 | $5.70M | 0.06% | +47+0.3% | Added |
| Covenant Asset Management, LLC | 16,438 | $5.71M | 1.04% | +16,438 | New |
| Tran Capital Management, L.P. | 16,681 | $5.79M | 0.66% | −160−1.0% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 16,943 | $5.88M | 0.22% | −1,014−5.6% | Reduced |
| La Banque Postale Asset Management SA | 17,049 | $5.92M | 0.05% | −89,974−84.1% | Reduced |
| Buckingham Strategic Partners | 17,083 | $5.93M | 0.05% | +11,585+210.7% | Added |
| Farther Finance Advisors, LLC | 17,194 | $5.97M | 0.04% | +522+3.1% | Added |
| MAI Capital Management | 17,351 | $6.03M | 0.02% | +2,607+17.7% | Added |
| Fifth Third Bancorp | 17,656 | $6.13M | 0.01% | −1,279−6.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 17,853 | $6.20M | 0.05% | +257+1.5% | Added |
| Left Brain Wealth Management, LLC | 17,929 | $6.23M | 1.96% | +13,184+277.9% | Added |
| Hantz Financial Services, Inc. | 18,218 | $6.33M | 0.08% | −3,631−16.6% | Reduced |
| SWS Partners | 18,486 | $6.42M | 1.38% | +1,129+6.5% | Added |
| Jackson Square Capital, LLC | 18,768 | $6.52M | 0.98% | −108−0.6% | Reduced |
| RFG Advisory, LLC | 19,235 | $6.68M | 0.09% | −320−1.6% | Reduced |
| Maryland State Retirement & Pension System | 19,448 | $6.75M | 0.11% | +2,666+15.9% | Added |
| Generali Asset Management SPA SGR | 19,762 | $6.86M | 0.12% | +1,118+6.0% | Added |
| Norden Group LLC | 19,821 | $6.88M | 0.52% | −2,157−9.8% | Reduced |
| AustralianSuper Pty Ltd | 19,830 | $6.89M | 0.03% | −230,881−92.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 19,864 | $6.90M | 0.79% | −2,454−11.0% | Reduced |
| Employees Retirement System of Texas | 19,884 | $6.91M | 0.06% | −1,914−8.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 20,301 | $7.05M | 0.97% | −4,123−16.9% | Reduced |
| Azzad Asset Management Inc | 20,529 | $7.13M | 0.64% | +1,435+7.5% | Added |
| TIAA Wealth Investment Management LLC | 20,630 | $7.16M | 0.04% | −61,684−74.9% | Reduced |
| Rakuten Investment Management, Inc. | 20,392 | $7.18M | 0.02% | +2,540+14.2% | Added |
| Oppenheimer Asset Management Inc. | 20,857 | $7.24M | 0.08% | −6,465−23.7% | Reduced |
| Viking Fund Management LLC | 21,000 | $7.29M | 0.64% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 21,010 | $7.30M | 0.11% | −5,751−21.5% | Reduced |
| Proactive Wealth Strategies LLC | 21,076 | $7.32M | 1.13% | −2,364−10.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 21,544 | $7.48M | 0.15% | −1,083−4.8% | Reduced |
| Premier Fund Managers Ltd | 21,409 | $7.54M | 0.77% | −4,347−16.9% | Reduced |
| Banque Cantonale Vaudoise | 21,748 | $7.55M | 0.26% | +681+3.2% | Added |
| Independent Financial Group, LLC | 22,143 | $7.69M | 0.14% | +668+3.1% | Added |
| Commerce Bank | 22,435 | $7.79M | 0.03% | −3,798−14.5% | Reduced |
| Amalgamated Bank | 22,800 | $7.92M | 0.06% | −47−0.2% | Reduced |
| Lido Advisors, LLC | 22,985 | $7.98M | 0.03% | +1,121+5.1% | Added |
| Nisa Investment Advisors, LLC | 23,631 | $8.21M | 0.02% | +623+2.7% | Added |
| Gulf International Bank (UK) Ltd | 24,013 | $8.34M | 0.16% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 24,072 | $8.36M | 0.05% | +11,121+85.9% | Added |
| Private Advisory Group LLC | 24,122 | $8.38M | 0.46% | −80−0.3% | Reduced |
| Lountzis Asset Management, LLC | 24,199 | $8.40M | 2.78% | −2,725−10.1% | Reduced |
| Private Advisor Group, LLC | 24,449 | $8.49M | 0.03% | +2,328+10.5% | Added |
| Kestra Advisory Services, LLC | 25,151 | $8.73M | 0.02% | +2,998+13.5% | Added |
| Soltis Investment Advisors LLC | 25,437 | $8.83M | 0.41% | −7,014−21.6% | Reduced |
| Motley Fool Asset Management LLC | 25,710 | $8.93M | 0.34% | +1,645+6.8% | Added |
| Mount Yale Investment Advisors, LLC | 26,872 | $9.33M | 0.17% | −551−2.0% | Reduced |
| Nordea Investment Management AB | 27,066 | $9.48M | 0.01% | −18,603−40.7% | Reduced |
| Los Angeles Capital Management LLC | 27,739 | $9.63M | 0.03% | −12,945−31.8% | Reduced |
| Janney Montgomery Scott LLC | 28,109 | $9.76M | 0.02% | +2,657+10.4% | Added |
| ASR Vermogensbeheer N.V. | 28,168 | $9.78M | 0.10% | +15,119+115.9% | Added |
| Fideuram Asset Management (Ireland) dac | 32,928 | $9.80M | 0.22% | +14,545+79.1% | Added |
| Sepio Capital, LP | 29,053 | $10.1M | 0.40% | −103−0.4% | Reduced |
| Osbon Capital Management LLC | 29,600 | $10.3M | 7.48% | −240−0.8% | Reduced |
| Abn Amro Investment Solutions | 29,633 | $10.3M | 0.08% | +7,809+35.8% | Added |
| Eurizon Capital SGR S.p.A. | 30,610 | $10.6M | 0.03% | −689−2.2% | Reduced |
| Virginia Retirement Systems Et Al | 31,150 | $10.8M | 0.07% | 00.0% | Unchanged |