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, 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
Q3 2026 data is still coming in: 768 institutions have reported holding NET so far. See Q3 2026
- Institutional holders
- 1,234
- +99 vs. Q1 2026
- Shares held
- 284.6M
- +7.90M (+2.9%) vs. Q1 2026
- Total value
- $69.8B
- +$12.8B (+22.4%) vs. Q1 2026
- New holders
- 217
- 489 more added
- Sold out
- 118
- 388 more reduced
10 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,234 | $69.8B |
| Q1 2026 | 1,145 | $57.1B |
| Q4 2025 | 1,096 | $54.8B |
| Q3 2025 | 1,045 | $59.1B |
| Q2 2025 | 950 | $54.3B |
| Q1 2025 | 873 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Napier Financial, LLC | 1,527 | $374.5K | 0.08% | 00.0% | Unchanged |
| Avant Financial Advisors LLC | 1,550 | $380.2K | 0.24% | −850−35.4% | Reduced |
| DRW Securities, LLC | 1,557 | $381.9K | 0.02% | +174+12.6% | Added |
| Total Clarity Wealth Management, Inc. | 1,557 | $381.9K | 0.07% | +435+38.8% | Added |
| Quotient Wealth Partners, LLC | 1,570 | $385.2K | 0.01% | +258+19.7% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,571 | $385.3K | 0.13% | −700−30.8% | Reduced |
| VGI Partners Ltd | 1,584 | $388.5K | 0.02% | −6,000−79.1% | Reduced |
| Balboa Wealth Partners | 1,592 | $390.5K | 0.05% | −100−5.9% | Reduced |
| EntryPoint Capital, LLC | 1,598 | $392.0K | 0.10% | +1,598 | New |
| 180 Wealth Advisors, LLC | 1,599 | $392.2K | 0.04% | −38−2.3% | Reduced |
| Capital Advisors Inc | 1,607 | $394.2K | 0.01% | −2−0.1% | Reduced |
| Lodestone Wealth Management LLC | 1,610 | $394.9K | 0.14% | −423−20.8% | Reduced |
| Global Financial Private Client, LLC | 1,618 | $396.9K | 0.11% | +382+30.9% | Added |
| Ares Systematic Credit Ltd | 1,623 | $398.1K | 0.24% | +1,623 | New |
| Rehmann Capital Advisory Group | 1,627 | $399.1K | 0.02% | +69+4.4% | Added |
| Perpetual Ltd | 1,647 | $404.0K | 0.01% | +1,647 | New |
| Kestra Investment Management, LLC | 1,651 | $405.0K | 0.01% | +313+23.4% | Added |
| Cynosure Management, LLC | 1,664 | $408.1K | 0.06% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 1,675 | $410.8K | 0.04% | +1,675 | New |
| Waterloo Capital, L.P. | 1,676 | $411.1K | 0.02% | +200+13.6% | Added |
| Stephens Inc | 1,679 | $411.8K | 0.00% | +1,679 | New |
| Seven Springs Wealth Group, LLC | 1,713 | $420.2K | 0.09% | −156−8.3% | Reduced |
| Cardiff Park Advisors, LLC | 1,726 | $423.4K | 0.03% | 00.0% | Unchanged |
| Blackstone Group Inc. | 1,736 | $425.8K | 0.00% | +1,736 | New |
| Bryn Mawr Trust Co | 1,738 | $426.3K | 0.01% | +49+2.9% | Added |
| Spirepoint Private Client, LLC | 1,750 | $429.2K | 0.03% | +3+0.2% | Added |
| IMA Wealth, Inc. | 1,751 | $429.5K | 0.03% | −373−17.6% | Reduced |
| Howard Capital Management Inc. | 1,755 | $430.5K | 0.01% | +642+57.7% | Added |
| Indivisible Partners | 1,760 | $431.7K | 0.02% | −153−8.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,768 | $433.7K | 0.07% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,770 | $434.1K | 0.03% | +684+63.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,780 | $436.6K | 0.00% | −126−6.6% | Reduced |
| Personal Cfo Solutions, LLC | 1,786 | $438.1K | 0.06% | −343−16.1% | Reduced |
| SIH Partners, LLLP | 1,788 | $438.6K | 0.02% | +1,788 | New |
| Ritholtz Wealth Management | 1,799 | $441.2K | 0.01% | −30−1.6% | Reduced |
| Intrust Bank NA | 1,800 | $441.5K | 0.03% | −7−0.4% | Reduced |
| Hummer Financial Advisory Services Inc | 1,800 | $441.5K | 0.29% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,800 | $441.5K | 0.05% | +205+12.9% | Added |
| Prime Capital Investment Advisors, LLC | 1,800 | $441.5K | 0.00% | −207−10.3% | Reduced |
| Polymer Capital Management (US) LLC | 1,805 | $442.7K | 0.07% | +1,805 | New |
| Tradewinds, LLC. | 1,787 | $444.6K | 0.14% | +779+77.3% | Added |
| West Family Investments, Inc. | 1,818 | $445.9K | 0.13% | +733+67.6% | Added |
| Wealthspire Advisors, LLC | 1,819 | $446.2K | 0.00% | −63−3.3% | Reduced |
| PDS Planning, Inc | 1,845 | $452.5K | 0.03% | +25+1.4% | Added |
| Parcion Private Wealth LLC | 1,864 | $457.2K | 0.03% | +1,864 | New |
| Greenleaf Trust | 1,885 | $462.4K | 0.00% | −50−2.6% | Reduced |
| Dynamic Advisor Solutions LLC | 1,894 | $464.6K | 0.01% | −38−2.0% | Reduced |
| Ostrum Asset Management | 1,901 | $466.3K | 0.02% | 00.0% | Unchanged |
| Simplify Asset Management Inc. | 1,906 | $467.5K | 0.01% | +340+21.7% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 1,910 | $468.5K | 0.14% | +1,910 | New |
| TownSquare Capital, LLC | 1,928 | $472.9K | 0.09% | +36+1.9% | Added |
| Catalyst Capital Advisors LLC | 1,945 | $477.1K | 0.01% | +1,945 | New |
| Forefront Wealth Partners, LLC | 1,949 | $478.1K | 0.15% | +152+8.5% | Added |
| Sentinus, LLC | 1,961 | $481.0K | 0.04% | +918+88.0% | Added |
| Flow Traders U.S. LLC | 1,963 | $481.0K | 0.02% | +1,963 | New |
| Banco Santander, S.A. | 1,973 | $483.9K | 0.00% | +1,973 | New |
| Flputnam Investment Management Co | 1,980 | $485.7K | 0.01% | −842−29.8% | Reduced |
| Proficio Capital Partners LLC | 1,984 | $486.6K | 0.02% | +1,984 | New |
| Liberty One Investment Management, LLC | 1,986 | $487.1K | 0.05% | +159+8.7% | Added |
| Sava Infond d.o.o. | 2,000 | $490.6K | 0.03% | 00.0% | Unchanged |
| MidFirst Bank | 2,000 | $490.6K | 0.03% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 2,011 | $493.4K | 0.01% | +316+18.6% | Added |
| Western Wealth Management, LLC | 2,019 | $495.2K | 0.02% | −5,209−72.1% | Reduced |
| Financial Perspectives, Inc | 2,028 | $497.4K | 0.12% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 2,033 | $498.7K | 0.22% | −179−8.1% | Reduced |
| Transcend Wealth Collective, LLC | 2,038 | $499.8K | 0.03% | +2,038 | New |
| Jamison Private Wealth Management, Inc. | 2,048 | $502.3K | 0.05% | −16−0.8% | Reduced |
| Nomura Holdings Inc | 2,053 | $503.6K | 0.00% | −16,018−88.6% | Reduced |
| Quent Capital, LLC | 2,057 | $504.5K | 0.03% | −6−0.3% | Reduced |
| QTR Family Wealth, LLC | 2,063 | $506.0K | 0.18% | +2,063 | New |
| Davenport & Co LLC | 2,069 | $507.5K | 0.00% | +696+50.7% | Added |
| Clearstead Advisors, LLC | 2,073 | $508.5K | 0.00% | +1,085+109.8% | Added |
| Verus Capital Partners, LLC | 2,086 | $511.7K | 0.03% | +741+55.1% | Added |
| Rockbridge Investment Management, LCC | 2,112 | $518.0K | 0.04% | +2+0.1% | Added |
| Silvercrest Asset Management Group LLC | 2,115 | $518.8K | 0.00% | 00.0% | Unchanged |
| Axxion S.A. | 2,127 | $521.7K | 0.04% | +2,127 | New |
| Mirova | 2,140 | $524.9K | 0.02% | +2,140 | New |
| GAMMA Investing LLC | 2,153 | $528.1K | 0.02% | +257+13.6% | Added |
| Ameritas Advisory Services, LLC | 2,176 | $533.8K | 0.01% | +231+11.9% | Added |
| Integrity Alliance, LLC. | 2,181 | $535.0K | 0.02% | +2,181 | New |
| Shepherd Street Advisors LLC | 1,962 | $535.7K | 0.47% | −120−5.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,196 | $538.6K | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 2,214 | $543.0K | 0.01% | +870+64.7% | Added |
| Science & Technology Partners, L.P. | 2,229 | $546.7K | 0.09% | −104,296−97.9% | Reduced |
| PEAK6 LLC | 2,229 | $546.7K | 0.01% | +2,229 | New |
| TD Private Client Wealth LLC | 2,231 | $547.2K | 0.01% | +604+37.1% | Added |
| Souders Financial Advisors | 2,261 | $554.6K | 0.06% | +70+3.2% | Added |
| Cypress Capital Group | 2,284 | $560.2K | 0.05% | +2,284 | New |
| QVT Financial LP | 2,290 | $561.7K | 0.04% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 2,296 | $563.2K | 0.07% | 00.0% | Unchanged |
| Skaana Management L.P. | 2,300 | $564.1K | 0.15% | +2,300 | New |
| CAPROCK Group, Inc. | 2,303 | $565.1K | 0.01% | +2,303 | New |
| LVW Advisors, LLC | 2,353 | $577.1K | 0.05% | −129−5.2% | Reduced |
| Glenmede Trust Co NA | 2,361 | $579.1K | 0.00% | +893+60.8% | Added |
| Lighthouse Investment Partners, LLC | 2,414 | $592.1K | 0.02% | −4,256−63.8% | Reduced |
| Gateway Wealth Partners, LLC | 2,420 | $593.6K | 0.04% | −2,356−49.3% | Reduced |
| Cravens & Co Advisors, LLC | 2,426 | $595.0K | 0.40% | −890−26.8% | Reduced |
| Ring Mountain Capital, LLC | 2,429 | $595.8K | 0.25% | −360−12.9% | Reduced |
| Chesapeake Capital Corp | 2,432 | $596.5K | 0.32% | +1,139+88.1% | Added |
| Kesler, Norman & Wride, LLC | 2,443 | $599.2K | 0.09% | +2,443 | New |