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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 23 sales; 1,272 institutions reported holding it in 13F filings for Q2 2026, worth $78.5B in total; 3 superinvestors hold it, including ARK Invest and Oaktree Capital.

13F holders, Q2 2026

Institutional positions in Cloudflare, Inc. as of Jun 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

Institutional holders
1,272
+123 vs. Q1 2026
Shares held
421.4M
+96.3M (+29.6%) vs. Q1 2026
Total value
$78.5B
+$20.1B (+34.3%) vs. Q1 2026
New holders
239
492 more added
Sold out
116
384 more reduced

11 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 1,272 institutions
Q1 2021: 507 institutionsQ2 2021: 537 institutionsQ3 2021: 620 institutionsQ4 2021: 681 institutionsQ1 2022: 641 institutionsQ2 2022: 550 institutionsQ3 2022: 588 institutionsQ4 2022: 573 institutionsQ1 2023: 598 institutionsQ2 2023: 587 institutionsQ3 2023: 603 institutionsQ4 2023: 701 institutionsQ1 2024: 730 institutionsQ2 2024: 680 institutionsQ3 2024: 706 institutionsQ4 2024: 795 institutionsQ1 2025: 891 institutionsQ2 2025: 968 institutionsQ3 2025: 1,056 institutionsQ4 2025: 1,107 institutionsQ1 2026: 1,160 institutionsQ2 2026: 1,272 institutions
Value heldQ2 2026: $78.5B
Q1 2021: $13.7BQ2 2021: $22.6BQ3 2021: $24.6BQ4 2021: $29.8BQ1 2022: $28.0BQ2 2022: $10.4BQ3 2022: $14.1BQ4 2022: $11.9BQ1 2023: $19.9BQ2 2023: $20.6BQ3 2023: $21.5BQ4 2023: $24.4BQ1 2024: $30.9BQ2 2024: $22.4BQ3 2024: $22.0BQ4 2024: $29.7BQ1 2025: $31.6BQ2 2025: $56.2BQ3 2025: $63.0BQ4 2025: $56.4BQ1 2026: $58.5BQ2 2026: $78.5B
Institutions holding NET and their total value by quarter
QuarterHoldersValue
Q2 20261,272$78.5B
Q1 20261,160$58.5B
Q4 20251,107$56.4B
Q3 20251,056$63.0B
Q2 2025968$56.2B
Q1 2025891$31.6B
Q4 2024795$29.7B
Q3 2024706$22.0B
Q2 2024680$22.4B
Q1 2024730$30.9B
Q4 2023701$24.4B
Q3 2023603$21.5B
Q2 2023587$20.6B
Q1 2023598$19.9B
Q4 2022573$11.9B
Q3 2022588$14.1B
Q2 2022550$10.4B
Q1 2022641$28.0B
Q4 2021681$29.8B
Q3 2021620$24.6B
Q2 2021537$22.6B
Q1 2021507$13.7B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q1 2026.

Institutions holding NET in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
South State Corp.59$14.5K0.00%+3+5.4%Added
ORG Wealth Partners, LLC60$14.7K0.00%−4−6.3%Reduced
Strategic Investment Solutions, Inc.60$14.7K0.00%00.0%Unchanged
Altshuler Shaham Ltd60$14.7K0.00%−8,630−99.3%Reduced
Vision Retirement, LLC60$14.7K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC62$15.2K0.00%00.0%Unchanged
Dogwood Wealth Management LLC62$15.2K0.01%+5+8.8%Added
Minot DeBlois Advisors LLC65$15.9K0.01%+65New
Wormser Freres Gestion66$16.2K0.01%+66New
MPWM Advisory Solutions, LLC70$17.2K0.01%−27−27.8%Reduced
GHP Investment Advisors, Inc.75$18.4K0.00%00.0%Unchanged
Financial Consulate, Inc75$18.4K0.00%+1+1.4%Added
Wall Street Access Asset Management, LLC75$18.4K0.00%+75New
Evelyn Partners Group Ltd75$18.4K0.00%+75New
S&T Bank76$18.6K0.01%−14−15.6%Reduced
JFS Wealth Advisors, LLC78$19.1K0.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.80$19.6K0.00%+55+220.0%Added
Adirondack Trust Co82$20.1K0.01%00.0%Unchanged
Manchester Capital Management LLC85$20.8K0.00%+6+7.6%Added
LifeSteps Financial, Inc.85$20.8K0.01%+85New
Cromwell Holdings LLC89$21.8K0.01%+28+45.9%Added
Close Asset Management Ltd88$22.0K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC90$22.1K0.00%00.0%Unchanged
Atlantic Trust, LLC90$22.1K0.00%+2+2.3%Added
Activest Wealth Management94$23.1K0.00%−287−75.3%Reduced
Kemnay Advisory Services Inc.94$23.1K0.00%−2−2.1%Reduced
Raffa Wealth Management, LLC94$23.1K0.00%+53+129.3%Added
Reyes Financial Architecture, Inc.95$23.3K0.01%+5+5.6%Added
Action Point Financial Planning, LLC102$24.3K0.00%+102New
Hickory Point Bank & Trust100$24.5K0.01%00.0%Unchanged
Strategic Wealth Partners, Ltd.101$24.8K0.00%−8−7.3%Reduced
Tower Research Capital LLC (TRC)104$25.5K0.00%−699−87.0%Reduced
Sachetta, LLC104$25.5K0.01%+22+26.8%Added
Capital Analysts, LLC107$26.0K0.00%+5+4.9%Added
Montag A & Associates Inc115$28.3K0.00%−70−37.8%Reduced
Cornerstone Financial Management LLC119$29.2K0.02%+47+65.3%Added
SHP Wealth Management119$29.3K0.00%−20−14.4%Reduced
Wiser Advisor Group LLC121$29.7K0.03%00.0%Unchanged
C M Bidwell & Associates Ltd121$29.7K0.01%00.0%Unchanged
Avalon Trust Co125$30.7K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc125$30.7K0.00%00.0%Unchanged
Avion Wealth127$31.0K0.01%+3+2.4%Added
MV Capital Management, Inc.127$31.2K0.00%+19+17.6%Added
Colonial Trust Co129$31.7K0.00%+59+84.3%Added
Smithfield Trust Co132$32.0K0.00%−2−1.5%Reduced
CX Institutional133$33.0K0.00%+44+49.4%Added
Private Wealth Management Group, LLC135$33.1K0.01%+35+35.0%Added
Cape Investment Advisory, Inc.135$33.1K0.01%+135New
Ancora Advisors, LLC136$33.4K0.00%+6+4.6%Added
Private Wealth Asset Management, LLC138$33.8K0.00%00.0%Unchanged
SJS Investment Consulting Inc.138$33.9K0.00%+79+133.9%Added
Virtus ETF Advisers LLC–$34.2K0.01%–New
Brown Brothers Harriman & Co140$34.3K0.00%00.0%Unchanged
WPG Advisers, LLC140$34.3K0.02%+5+3.7%Added
LRI Investments, LLC142$34.8K0.00%−330−69.9%Reduced
Silver Grove Financial Group, Inc.148$36.3K0.02%+148New
Mark Sheptoff Financial Planning, LLC150$36.8K0.02%00.0%Unchanged
FWL Investment Management, LLC158$38.8K0.01%00.0%Unchanged
Westside Investment Management, Inc.165$40.5K0.01%00.0%Unchanged
WealthCollab, LLC173$42.4K0.02%00.0%Unchanged
Meeder Asset Management Inc186$45.6K0.00%+33+21.6%Added
UMA Financial Services, Inc.191$46.8K0.01%+61+46.9%Added
Covestor Ltd197$48.0K0.03%+75+61.5%Added
Capital Advisor Network LLC199$48.8K0.06%+199New
Center for Financial Planning, Inc.200$49.1K0.00%−113−36.1%Reduced
REAP Financial Group, LLC200$49.1K0.01%−75−27.3%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP200$49.1K0.00%00.0%Unchanged
Tobam202$50.0K0.01%+202New
Salomon & Ludwin, LLC204$50.2K0.00%00.0%Unchanged
JPL Wealth Management, LLC205$50.3K0.01%+14+7.3%Added
Bell Investment Advisors, Inc213$52.2K0.01%−5−2.3%Reduced
Aventura Private Wealth, LLC216$53.0K0.02%00.0%Unchanged
Quarry LP221$54.2K0.01%+221New
Wellington-Altus USA Inc.267$55.1K0.04%00.0%Unchanged
Fortitude Family Office, LLC226$55.4K0.01%+79+53.7%Added
Continuum Advisory, LLC240$58.9K0.00%+240New
Wolff Wiese Magana LLC245$60.1K0.03%00.0%Unchanged
First Horizon Corp246$60.3K0.00%−34−12.1%Reduced
Bogart Wealth, LLC249$61.1K0.00%−4−1.6%Reduced
Noble Wealth Management PBC250$61.3K0.03%−80−24.2%Reduced
Hollencrest Capital Management253$62.1K0.00%−105−29.3%Reduced
Aspect Partners, LLC261$64.0K0.02%+3+1.2%Added
Caldwell Sutter Capital, Inc.265$65.0K0.02%+265New
Richard W. Paul & Associates, LLC266$65.2K0.02%00.0%Unchanged
NBC Securities, Inc.271$66.5K0.00%−3−1.1%Reduced
Cornerstone Planning Group LLC253$68.1K0.01%−19−7.0%Reduced
RHL Group, LLC279$68.4K0.06%+279New
Cullen/Frost Bankers, Inc.291$71.4K0.00%+31+11.9%Added
Mather Group, LLC.296$72.5K0.00%−230−43.7%Reduced
Massmutual Trust Co FSB300$73.6K0.00%−17−5.4%Reduced
Park Place Capital Corp306$75.1K0.01%−27−8.1%Reduced
Strategic Advocates LLC307$75.3K0.29%+38+14.1%Added
Highline Wealth Partners LLC309$75.8K0.02%00.0%Unchanged
Keating Financial Advisory Services, Inc.310$76.0K0.01%+25+8.8%Added
IFG Advisory, LLC318$78.0K0.00%+318New
Cassaday & Co Wealth Management LLC326$80.0K0.00%+67+25.9%Added
Rossby Financial, LCC334$81.9K0.01%−98−22.7%Reduced
CoreCap Advisors, LLC336$82.4K0.00%−2−0.6%Reduced
Game Plan Financial Advisors, LLC350$85.8K0.03%00.0%Unchanged
Owl Creek Wealth Partners LLC365$89.5K0.03%00.0%Unchanged