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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,272 | $78.5B |
| Q1 2026 | 1,160 | $58.5B |
| Q4 2025 | 1,107 | $56.4B |
| Q3 2025 | 1,056 | $63.0B |
| Q2 2025 | 968 | $56.2B |
| Q1 2025 | 891 | $31.6B |
| Q4 2024 | 795 | $29.7B |
| Q3 2024 | 706 | $22.0B |
| Q2 2024 | 680 | $22.4B |
| Q1 2024 | 730 | $30.9B |
| Q4 2023 | 701 | $24.4B |
| Q3 2023 | 603 | $21.5B |
| Q2 2023 | 587 | $20.6B |
| Q1 2023 | 598 | $19.9B |
| Q4 2022 | 573 | $11.9B |
| Q3 2022 | 588 | $14.1B |
| Q2 2022 | 550 | $10.4B |
| 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 |
|---|---|---|---|---|---|
| Aaron Wealth Advisors | 2,540 | $623.0K | 0.03% | +822+47.8% | Added |
| Eddie Patel Inc | 2,595 | $636.5K | 0.38% | +773+42.4% | Added |
| Portside Wealth Group, LLC | 2,598 | $637.2K | 0.07% | −66−2.5% | Reduced |
| Clarendon Private LLC | 2,627 | $644.4K | 0.41% | −6−0.2% | Reduced |
| Waddell & Associates, LLC | 2,627 | $644.4K | 0.03% | +2,627 | New |
| Gill Capital Partners, LLC | 2,644 | $648.5K | 0.17% | +100+3.9% | Added |
| Sivia Capital Partners, LLC | 2,648 | $649.5K | 0.08% | +845+46.9% | Added |
| Snowden Capital Advisors LLC | 2,660 | $652.4K | 0.02% | +187+7.6% | Added |
| Smartleaf Asset Management LLC | 2,688 | $655.2K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 2,676 | $656.2K | 0.01% | +367+15.9% | Added |
| Aprio Wealth Management, LLC | 2,676 | $656.4K | 0.03% | +323+13.7% | Added |
| Bokf, NA | 2,690 | $659.8K | 0.01% | +152+6.0% | Added |
| Savvy Advisors, Inc. | 2,693 | $660.5K | 0.01% | +447+19.9% | Added |
| Vestor Capital, LLC | 1,350 | $662.0K | 0.04% | +1,085+409.4% | Added |
| Longaeva Partners L.P. | 2,709 | $664.5K | 0.02% | +2,709 | New |
| Ronald Blue Trust, Inc. | 2,772 | $679.9K | 0.01% | +37+1.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,777 | $681.1K | 0.02% | −274−9.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 2,781 | $682.1K | 0.09% | −2,547−47.8% | Reduced |
| Focus Financial Network, Inc. | 2,789 | $684.1K | 0.02% | +479+20.7% | Added |
| Independence Bank of Kentucky | 2,795 | $685.6K | 0.08% | −225−7.5% | Reduced |
| Evolve Private Wealth, LLC | 2,854 | $700.0K | 0.04% | +1,265+79.6% | Added |
| Sciencast Management LP | 2,875 | $705.2K | 0.15% | −28,169−90.7% | Reduced |
| Premier Path Wealth Partners, LLC | 2,886 | $707.8K | 0.08% | +4+0.1% | Added |
| PFG Investments, LLC | 2,897 | $710.6K | 0.03% | −87−2.9% | Reduced |
| Sovran Advisors, LLC | 2,704 | $714.1K | 0.05% | −534−16.5% | Reduced |
| GAM Holding AG | 2,965 | $727.3K | 0.06% | −1,624−35.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 2,996 | $734.9K | 0.06% | −623−17.2% | Reduced |
| Evergreen Capital Management LLC | 2,999 | $735.6K | 0.01% | −460−13.3% | Reduced |
| Impact Partnership Wealth, LLC | 3,007 | $737.6K | 0.07% | +907+43.2% | Added |
| Cigna Investments Inc | 3,012 | $739.0K | 0.10% | −5−0.2% | Reduced |
| Crossmark Global Holdings, Inc. | 3,014 | $739.3K | 0.01% | −254−7.8% | Reduced |
| Bridges Investment Management Inc | 3,053 | $748.8K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 3,062 | $751.0K | 0.05% | +1,460+91.1% | Added |
| Synergy Financial Group, LTD | 3,102 | $760.9K | 0.55% | −9−0.3% | Reduced |
| Arrowroot Family Office, LLC | 3,105 | $761.6K | 0.22% | 00.0% | Unchanged |
| United Advisor Group, LLC | 3,111 | $763.1K | 0.08% | −15−0.5% | Reduced |
| Warren Averett Asset Management, LLC | 3,119 | $765.1K | 0.00% | +1,150+58.4% | Added |
| Frec Markets, Inc. | 3,129 | $767.5K | 0.07% | +391+14.3% | Added |
| GraniteShares Advisors LLC | 3,141 | $770.4K | 0.50% | −936−23.0% | Reduced |
| Fedenia Advisers LLC | 3,160 | $775.1K | 0.18% | 00.0% | Unchanged |
| J. Goldman & Co LP | 3,171 | $777.8K | 0.03% | −47,529−93.7% | Reduced |
| AXS Investments LLC | 3,178 | $779.5K | 0.22% | +52+1.7% | Added |
| LRT Capital Management, LLC | 3,201 | $785.1K | 0.51% | −426−11.7% | Reduced |
| Brookstone Capital Management | 3,214 | $788.3K | 0.01% | −496−13.4% | Reduced |
| Fox Run Management, L.L.C. | 3,222 | $790.3K | 0.13% | −7,160−69.0% | Reduced |
| Argos Wealth Advisors, LLC | 3,234 | $793.2K | 0.21% | −100−3.0% | Reduced |
| Dynasty Wealth Management, LLC | 3,257 | $798.9K | 0.01% | −548−14.4% | Reduced |
| SNS Financial Group, LLC | 3,286 | $806.0K | 0.02% | +3,286 | New |
| Voleon Capital Management LP | 3,288 | $806.5K | 0.01% | −29,446−90.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,977 | $821.0K | 0.02% | +1,714+135.7% | Added |
| National Asset Management, Inc. | 3,374 | $822.5K | 0.04% | +284+9.2% | Added |
| Frank, Rimerman Advisors LLC | 3,354 | $822.7K | 0.05% | +40+1.2% | Added |
| Oxford Financial Group Ltd | 3,364 | $825.1K | 0.04% | −225−6.3% | Reduced |
| Fiduciary Planning LLC | 3,386 | $830.5K | 0.22% | +250+8.0% | Added |
| International Assets Investment Management, LLC | 3,372 | $830.6K | 0.05% | +252+8.1% | Added |
| Avanza Fonder AB | 3,423 | $839.6K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,432 | $841.8K | 0.06% | +1,087+46.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 3,561 | $844.8K | 0.02% | +3,561 | New |
| Camden Capital, LLC | 3,473 | $851.9K | 0.04% | −798−18.7% | Reduced |
| Capstone Capital Management Ltd | 3,493 | $856.8K | 0.38% | +3,493 | New |
| Freestone Capital Holdings, LLC | 3,507 | $860.2K | 0.02% | −2,006−36.4% | Reduced |
| Wealthcare Advisory Partners LLC | 3,582 | $878.6K | 0.02% | −32−0.9% | Reduced |
| Powell Investment Advisors, LLC | 3,583 | $878.8K | 0.28% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 3,610 | $885.5K | 0.01% | −121−3.2% | Reduced |
| Axxion S.A. | 2,127 | $886.2K | 0.06% | +2,127 | New |
| We Are One Seven, LLC | 3,648 | $894.8K | 0.01% | +1,815+99.0% | Added |
| Bull Harbor Capital LLC | 3,662 | $898.2K | 0.18% | +1,641+81.2% | Added |
| Hill Island Financial LLC | 3,667 | $899.4K | 0.19% | −9−0.2% | Reduced |
| Cambria Investment Management, L.P. | 3,680 | $902.6K | 0.04% | +140+4.0% | Added |
| Virtue Capital Management, LLC | 3,721 | $912.7K | 0.12% | +3,721 | New |
| Savant Capital, LLC | 3,652 | $920.8K | 0.00% | +391+12.0% | Added |
| Sagespring Wealth Partners, LLC | 3,810 | $934.5K | 0.01% | +19+0.5% | Added |
| Baird Financial Group, Inc. | 3,860 | $946.8K | 0.00% | +548+16.5% | Added |
| Truvestments Capital LLC | 3,863 | $947.6K | 0.14% | +473+14.0% | Added |
| Benefit Street Partners LLC | – | $954.7K | 1.37% | – | New |
| Avestar Capital, LLC | 3,907 | $958.3K | 0.06% | +17+0.4% | Added |
| Kingsview Wealth Management, LLC | 3,926 | $963.0K | 0.01% | −108−2.7% | Reduced |
| Benjamin Edwards Inc | 3,928 | $963.4K | 0.01% | +1,408+55.9% | Added |
| Sigma Planning Corp | 3,978 | $975.7K | 0.02% | +2,131+115.4% | Added |
| Cornerstone Enterprises, LLC | 3,992 | $979.2K | 0.45% | −190−4.5% | Reduced |
| Davis Capital Management | 4,010 | $983.6K | 0.58% | −43−1.1% | Reduced |
| Sunstone Asset Management, L.P. | 4,046 | $993.5K | 1.08% | +4,046 | New |
| Highland Capital Management, LLC | 4,082 | $1.00M | 0.05% | −1,636−28.6% | Reduced |
| Royal Fund Management, LLC | 4,100 | $1.01M | 0.08% | −7,400−64.3% | Reduced |
| Cantor Fitzgerald, L. P. | 792,000 | $1.01M | 0.01% | −708,000−47.2% | Reduced |
| EverSource Wealth Advisors, LLC | 4,140 | $1.02M | 0.03% | −46−1.1% | Reduced |
| Thoroughbred Financial Services, LLC | 4,152 | $1.02M | 0.05% | 00.0% | Unchanged |
| Fiduciary Trust Co | 4,195 | $1.03M | 0.01% | +2,767+193.8% | Added |
| Emerald Advisers, LLC | 4,196 | $1.03M | 0.02% | 00.0% | Unchanged |
| Caption Management, LLC | 4,200 | $1.03M | 0.04% | +4,200 | New |
| Global Retirement Partners, LLC | 4,210 | $1.03M | 0.02% | +4,210 | New |
| Krilogy Financial LLC | 4,274 | $1.05M | 0.03% | +2,192+105.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,278 | $1.05M | 0.03% | −5,976−58.3% | Reduced |
| Yousif Capital Management, LLC | 4,292 | $1.05M | 0.01% | −13−0.3% | Reduced |
| Metis Global Partners, LLC | 4,319 | $1.06M | 0.02% | −843−16.3% | Reduced |
| Apollon Wealth Management, LLC | 4,372 | $1.07M | 0.01% | +704+19.2% | Added |
| Private Trust Co NA | 4,376 | $1.07M | 0.09% | −30−0.7% | Reduced |
| Guggenheim Capital LLC | 4,408 | $1.08M | 0.01% | +588+15.4% | Added |
| Advisors Asset Management, Inc. | 4,433 | $1.09M | 0.02% | +840+23.4% | Added |
| Caxton Associates LLP | 4,443 | $1.09M | 0.02% | −7,835−63.8% | Reduced |