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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 4,457 | $1.09M | 0.04% | +4,457 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 4,467 | $1.10M | 0.01% | −6,314−58.6% | Reduced |
| LeConte Wealth Management, LLC | 4,472 | $1.10M | 0.60% | +394+9.7% | Added |
| Kingswood Wealth Advisors, LLC | 4,487 | $1.10M | 0.04% | +502+12.6% | Added |
| China Universal Asset Management Co., Ltd. | 4,500 | $1.10M | 0.07% | 00.0% | Unchanged |
| Wright Investors Service Inc | 4,561 | $1.12M | 0.31% | +4,561 | New |
| Moneta Group Investment Advisors LLC | 4,564 | $1.12M | 0.01% | +41+0.9% | Added |
| Two Sigma Securities, LLC | 4,630 | $1.14M | 0.10% | +2,918+170.4% | Added |
| Summit Financial, LLC | 4,671 | $1.15M | 0.01% | +630+15.6% | Added |
| Palumbo Wealth Management LLC | 4,675 | $1.15M | 0.24% | +66+1.4% | Added |
| Van Hulzen Asset Management, LLC | 4,675 | $1.15M | 0.08% | +110+2.4% | Added |
| J.W. Cole Advisors, Inc. | 4,675 | $1.15M | 0.02% | +48+1.0% | Added |
| Kovack Advisors, Inc. | 4,710 | $1.16M | 0.06% | +4,710 | New |
| Left Brain Wealth Management, LLC | 4,745 | $1.16M | 0.35% | +2,793+143.1% | Added |
| Harbour Investments, Inc. | 4,843 | $1.19M | 0.02% | +117+2.5% | Added |
| Coldstream Capital Management Inc | 4,880 | $1.20M | 0.01% | −4−0.1% | Reduced |
| Moore Capital Management, LP | 4,891 | $1.20M | 0.03% | −5,645−53.6% | Reduced |
| Nomura Holdings Inc | 4,921 | $1.21M | 0.01% | −29,570−85.7% | Reduced |
| Nwam LLC | 5,005 | $1.23M | 0.06% | +1,002+25.0% | Added |
| Resources Investment Advisors, LLC. | 5,015 | $1.23M | 0.01% | +343+7.3% | Added |
| Arrowstreet Capital, Limited Partnership | 5,028 | $1.23M | 0.00% | +5,028 | New |
| Oddo BHF Asset Management SAS | 974 | $1.24M | 0.06% | +699+254.2% | Added |
| Wealthedge Investment Advisors, LLC | 5,155 | $1.26M | 0.43% | −20.0% | Reduced |
| Harvest Fund Management Co., Ltd | 5,219 | $1.28M | 0.04% | −2,289−30.5% | Reduced |
| Pallas Capital Advisors LLC | 5,245 | $1.29M | 0.04% | +974+22.8% | Added |
| Advisory Services Network, LLC | 5,261 | $1.29M | 0.01% | −1,475−21.9% | Reduced |
| NTV Asset Management LLC | 5,330 | $1.31M | 0.13% | −450−7.8% | Reduced |
| TCW Group Inc | 5,345 | $1.31M | 0.01% | +226+4.4% | Added |
| Stableford Capital II LLC | 5,353 | $1.31M | 0.45% | −109−2.0% | Reduced |
| Dara Capital US, Inc. | 5,362 | $1.32M | 0.91% | +1,312+32.4% | Added |
| Main Street Financial Solutions, LLC | 5,404 | $1.33M | 0.09% | +425+8.5% | Added |
| Allworth Financial LP | 5,433 | $1.33M | 0.01% | +831+18.1% | Added |
| Odyssean, LLC | 5,438 | $1.33M | 0.22% | +693+14.6% | Added |
| Ofi Invest Asset Management | 6,219 | $1.33M | 0.01% | −3,516−36.1% | Reduced |
| Rothschild Investment LLC | 8,442 | $1.34M | 0.05% | +5,096+152.3% | Added |
| Independent Advisor Alliance | 5,462 | $1.34M | 0.03% | +71+1.3% | Added |
| Buckingham Strategic Partners | 5,498 | $1.35M | 0.01% | +2,675+94.8% | Added |
| Atomi Financial Group, Inc. | 5,581 | $1.37M | 0.04% | −171−3.0% | Reduced |
| Grant Private Wealth Management Inc | 5,622 | $1.38M | 0.58% | +326+6.2% | Added |
| Caisse des Depots Et Consignations | 5,657 | $1.39M | 0.02% | +5,657 | New |
| Miracle Mile Advisors, LLC | 5,693 | $1.40M | 0.02% | +204+3.7% | Added |
| Central Pacific Bank - Trust Division | 3,503 | $1.40M | 0.14% | 00.0% | Unchanged |
| Thoma Capital Management LLC | 5,719 | $1.40M | 0.75% | −423−6.9% | Reduced |
| Parallel Advisors, LLC | 5,784 | $1.42M | 0.02% | +274+5.0% | Added |
| Archer Investment Corp | 5,800 | $1.42M | 0.14% | +2,900+100.0% | Added |
| Burling Wealth Partners, LLC | 5,843 | $1.43M | 0.21% | 00.0% | Unchanged |
| Miller Financial Services LLC | 5,854 | $1.44M | 1.16% | −380−6.1% | Reduced |
| Daymark Wealth Partners, LLC | 5,885 | $1.44M | 0.04% | +1,067+22.1% | Added |
| Gateway Investment Advisers LLC | 5,911 | $1.45M | 0.01% | +5,911 | New |
| Dark Forest Capital Management LP | 5,916 | $1.45M | 0.09% | +5,916 | New |
| SlateStone Wealth, LLC | 5,978 | $1.47M | 0.11% | −4,046−40.4% | Reduced |
| Putney Financial Group LLC | 5,977 | $1.47M | 1.32% | −229−3.7% | Reduced |
| Kassira Wealth Management LLC | 5,981 | $1.47M | 1.18% | −740−11.0% | Reduced |
| PDT Partners, LLC | 6,092 | $1.49M | 0.08% | −20,700−77.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 6,101 | $1.50M | 0.42% | −3,130−33.9% | Reduced |
| Plato Investment Management Ltd | 6,147 | $1.50M | 0.09% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 6,148 | $1.51M | 0.07% | +101+1.7% | Added |
| Knights of Columbus Asset Advisors LLC | 6,152 | $1.51M | 0.08% | +147+2.4% | Added |
| Larson Financial Group LLC | 6,199 | $1.52M | 0.04% | −806−11.5% | Reduced |
| Susquehanna Advisors Group, Inc. | – | $1.55M | 0.04% | – | – |
| Anchor Bay Capital, Inc. | 5,037 | $1.56M | 0.84% | +5,037 | New |
| Goldstream Capital Management Ltd | 6,390 | $1.57M | 1.87% | −3,569−35.8% | Reduced |
| Western Financial Corp | 6,404 | $1.57M | 0.46% | +157+2.5% | Added |
| Leonteq Securities AG | 6,458 | $1.58M | 0.09% | −838−11.5% | Reduced |
| IFP Advisors, Inc | 6,485 | $1.59M | 0.03% | +331+5.4% | Added |
| Dorsey & Whitney Trust CO LLC | 6,491 | $1.59M | 0.08% | +1,907+41.6% | Added |
| Cache Advisors, LLC | 6,560 | $1.61M | 0.14% | +2,910+79.7% | Added |
| Vega Investment Solutions | 6,561 | $1.61M | 0.23% | +6,561 | New |
| Loup Funds, LLC | 6,625 | $1.62M | 0.74% | −800−10.8% | Reduced |
| Wealth Management Partners, LLC | 6,668 | $1.64M | 0.38% | +182+2.8% | Added |
| J. Safra Sarasin Holding AG | 6,674 | $1.64M | 0.02% | +6,674 | New |
| Bridgewater Associates, LP | 6,720 | $1.65M | 0.01% | −2,038−23.3% | Reduced |
| Blueshift Asset Management, LLC | 6,724 | $1.65M | 0.38% | −3,625−35.0% | Reduced |
| Leelyn Smith, LLC | 6,725 | $1.65M | 0.20% | +745+12.5% | Added |
| Everhart Financial Group, Inc. | 6,822 | $1.67M | 0.11% | +92+1.4% | Added |
| SBI Okasan Asset Management Co.Ltd. | 6,885 | $1.68M | 0.06% | +14+0.2% | Added |
| LJI Wealth Management, LLC | 6,900 | $1.69M | 0.24% | −200−2.8% | Reduced |
| Wedmont Private Capital | 6,372 | $1.71M | 0.05% | −440−6.5% | Reduced |
| Bridgewater Advisors Inc. | 6,059 | $1.71M | 0.09% | −35−0.6% | Reduced |
| ION Fund Management Ltd | 7,000 | $1.72M | 0.20% | +7,000 | New |
| RSM US Wealth Management LLC | 7,060 | $1.73M | 0.02% | +404+6.1% | Added |
| Vestcor Inc | 7,084 | $1.74M | 0.04% | +997+16.4% | Added |
| Cresset Asset Management, LLC | 7,143 | $1.75M | 0.01% | +1,284+21.9% | Added |
| Redhawk Wealth Advisors, Inc. | 7,161 | $1.76M | 0.17% | +7,161 | New |
| Financial Advisory Service, Inc. | 7,220 | $1.77M | 0.09% | +549+8.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,229 | $1.77M | 0.01% | +738+11.4% | Added |
| Chicago Partners Investment Group LLC | 6,802 | $1.78M | 0.04% | +4,150+156.5% | Added |
| Fund Advisors of America Inc | 7,362 | $1.81M | 1.64% | −991−11.9% | Reduced |
| Green Alpha Advisors, LLC | 7,401 | $1.82M | 1.22% | +7+0.1% | Added |
| Laird Norton Trust Company, LLC | 7,418 | $1.82M | 0.03% | +459+6.6% | Added |
| Florida Financial Advisors, LLC | 7,434 | $1.82M | 0.31% | +1,823+32.5% | Added |
| KP Management LLC | 7,500 | $1.84M | 0.39% | −10,000−57.1% | Reduced |
| Signaturefd, LLC | 7,526 | $1.85M | 0.02% | +190+2.6% | Added |
| Numerai GP LLC | 7,600 | $1.86M | 0.15% | −453−5.6% | Reduced |
| Ballentine Partners, LLC | 7,646 | $1.88M | 0.02% | +112+1.5% | Added |
| Rafferty Asset Management, LLC | 7,649 | $1.88M | 0.00% | −1,125−12.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 7,699 | $1.89M | 0.02% | −4−0.1% | Reduced |
| Principal Securities, Inc. | 7,767 | $1.91M | 0.02% | +974+14.3% | Added |
| Optas, LLC | 7,830 | $1.92M | 0.27% | −23−0.3% | Reduced |
| Afg Fiduciary Services Limited Partnership | 7,927 | $1.92M | 1.51% | +445+5.9% | Added |