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 |
|---|---|---|---|---|---|
| Grandview Asset Management LLC | 13,383 | $3.28M | 0.82% | +158+1.2% | Added |
| Generali Investments, Management Co LLC | 13,396 | $3.29M | 0.71% | +6,174+85.5% | Added |
| Fortis Capital Advisors, LLC | 13,462 | $3.30M | 0.37% | +1,693+14.4% | Added |
| G2 Investment Partners Management LLC | 13,500 | $3.31M | 0.60% | −3,763−21.8% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 13,824 | $3.39M | 0.12% | −514−3.6% | Reduced |
| National Bank of Canada | 13,855 | $3.40M | 0.00% | +213+1.6% | Added |
| Agf Management Ltd | 13,896 | $3.41M | 0.01% | +13,896 | New |
| Park Avenue Securities LLC | 13,921 | $3.42M | 0.02% | +786+6.0% | Added |
| Capula Management Ltd | 14,132 | $3.47M | 0.02% | +606+4.5% | Added |
| WD Rutherford LLC | 14,153 | $3.47M | 1.26% | +4,719+50.0% | Added |
| Livet Wealth, LLC | 14,165 | $3.47M | 2.00% | −41−0.3% | Reduced |
| Brevan Howard Capital Management LP | 14,249 | $3.49M | 0.05% | +112+0.8% | Added |
| Boothbay Fund Management, LLC | 14,262 | $3.50M | 0.07% | −8,100−36.2% | Reduced |
| Nia Impact Advisors, LLC | 14,302 | $3.51M | 1.45% | −1,573−9.9% | Reduced |
| State of Alaska, Department of Revenue | 14,314 | $3.51M | 0.03% | +7,016+96.1% | Added |
| M&T Bank Corp | 14,337 | $3.52M | 0.01% | +346+2.5% | Added |
| Hancock Whitney Corp | 14,527 | $3.56M | 0.06% | −16−0.1% | Reduced |
| Ellevest, Inc. | 14,565 | $3.57M | 0.42% | +8,825+153.7% | Added |
| The PNC Financial Services Group, Inc. | 14,593 | $3.58M | 0.00% | +312+2.2% | Added |
| Main Management ETF Advisors, LLC | 14,594 | $3.58M | 0.11% | +360+2.5% | Added |
| Meridian Wealth Management, LLC | 14,675 | $3.60M | 0.11% | −2,607−15.1% | Reduced |
| D.A. Davidson & Co. | 14,702 | $3.61M | 0.02% | −1,406−8.7% | Reduced |
| MAI Capital Management | 14,744 | $3.62M | 0.01% | +5,898+66.7% | Added |
| Robocap Asset Management Ltd | 14,759 | $3.62M | 2.92% | −569−3.7% | Reduced |
| Alphadyne Asset Management LP | 14,768 | $3.62M | 0.16% | +10,828+274.8% | Added |
| Coastal Investment Advisors, Inc. | 14,885 | $3.65M | 1.13% | +1,117+8.1% | Added |
| Bulltick Wealth Management, LLC | 14,891 | $3.65M | 0.74% | +14,891 | New |
| EP Wealth Advisors, LLC | 14,903 | $3.66M | 0.01% | +11,990+411.6% | Added |
| Macquarie Group Ltd | 14,973 | $3.67M | 0.02% | +2,778+22.8% | Added |
| CIBC Asset Management Inc | 14,977 | $3.67M | 0.01% | −116−0.8% | Reduced |
| Belpointe Asset Management LLC | 14,994 | $3.68M | 0.12% | +3,225+27.4% | Added |
| Element Capital Management LLC | 15,000 | $3.68M | 0.20% | +15,000 | New |
| Walleye Capital LLC | 15,073 | $3.70M | 0.02% | −91,934−85.9% | Reduced |
| BW Gestao de Investimentos Ltda. | 15,089 | $3.70M | 0.09% | −43,690−74.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 15,404 | $3.78M | 0.01% | −33,394−68.4% | Reduced |
| CIBC World Markets Inc. | 15,425 | $3.78M | 0.01% | +7,871+104.2% | Added |
| Taylor Frigon Capital Management LLC | 15,460 | $3.79M | 1.77% | −117−0.8% | Reduced |
| Blue Jean Financial LLC | 15,475 | $3.80M | 2.64% | +15,475 | New |
| Independent Solutions Wealth Management, LLC | 15,656 | $3.84M | 0.50% | −269−1.7% | Reduced |
| Atria Investments LLC | 15,736 | $3.86M | 0.04% | +3,022+23.8% | Added |
| Summit Trail Advisors, LLC | 16,115 | $3.95M | 0.05% | −3,445−17.6% | Reduced |
| Omers Administration Corp | 16,176 | $3.97M | 0.02% | +1,902+13.3% | Added |
| RDA Financial Network | 16,350 | $4.01M | 0.87% | +1,238+8.2% | Added |
| Mutual of America Capital Management LLC | 16,368 | $4.01M | 0.04% | +2,955+22.0% | Added |
| Farther Finance Advisors, LLC | 16,672 | $4.09M | 0.03% | +183+1.1% | Added |
| Maryland State Retirement & Pension System | 16,782 | $4.12M | 0.07% | +1,161+7.4% | Added |
| Knollwood Investment Advisory, LLC | 16,800 | $4.12M | 0.37% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 18,383 | $4.13M | 0.08% | +1,047+6.0% | Added |
| Tran Capital Management, L.P. | 16,841 | $4.13M | 0.48% | +16,841 | New |
| Manufacturers Life Insurance Company, The | 17,152 | $4.21M | 0.00% | −1,249−6.8% | Reduced |
| SWS Partners | 17,357 | $4.26M | 0.92% | +467+2.8% | Added |
| Elevatus Welath Management | 17,385 | $4.26M | 1.04% | +17,385 | New |
| MetLife Investment Management | 17,570 | $4.31M | 0.02% | −1,719−8.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 17,596 | $4.32M | 0.03% | +678+4.0% | Added |
| Jump Financial, LLC | 17,690 | $4.34M | 0.04% | +9,193+108.2% | Added |
| Rakuten Investment Management, Inc. | 17,852 | $4.35M | 0.01% | +2,079+13.2% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 17,957 | $4.40M | 0.17% | +953+5.6% | Added |
| Susquehanna Fundamental Investments, LLC | 17,961 | $4.41M | 0.08% | +17,961 | New |
| TCG Advisory Services, LLC | 17,981 | $4.41M | 0.08% | +622+3.6% | Added |
| Vident Advisory, LLC | 17,992 | $4.41M | 0.03% | −90−0.5% | Reduced |
| Brown Advisory Inc | 18,251 | $4.48M | 0.01% | −4,916−21.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,444 | $4.50M | 0.03% | −15,129−45.1% | Reduced |
| Beacon Pointe Advisors, LLC | 18,508 | $4.54M | 0.02% | −1,108−5.6% | Reduced |
| Generali Asset Management SPA SGR | 18,644 | $4.57M | 0.08% | +7,457+66.7% | Added |
| Jackson Square Capital, LLC | 18,876 | $4.63M | 0.64% | −732−3.7% | Reduced |
| Fifth Third Bancorp | 18,935 | $4.64M | 0.01% | +4,529+31.4% | Added |
| Azzad Asset Management Inc | 19,094 | $4.68M | 0.41% | +11+0.1% | Added |
| Empowered Funds, LLC | 19,112 | $4.69M | 0.02% | +1,943+11.3% | Added |
| RFG Advisory, LLC | 19,555 | $4.80M | 0.08% | +326+1.7% | Added |
| Investment Management Corp of Ontario | 19,765 | $4.85M | 0.06% | −4,355−18.1% | Reduced |
| Kentucky Retirement Systems | 19,791 | $4.85M | 0.12% | +19,791 | New |
| Toroso Investments, LLC | 19,827 | $4.86M | 0.01% | −110,203−84.8% | Reduced |
| BOCHK Asset Management Ltd | 19,900 | $4.88M | 0.77% | +19,900 | New |
| Federation des caisses Desjardins du Quebec | 20,513 | $5.03M | 0.02% | +4,957+31.9% | Added |
| Bank of Nova Scotia | 20,731 | $5.08M | 0.01% | −9,161−30.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 20,756 | $5.09M | 0.04% | +8,820+73.9% | Added |
| Polymer Capital Management (HK) LTD | 20,879 | $5.12M | 0.52% | +13,098+168.3% | Added |
| Campbell & CO Investment Adviser LLC | 20,956 | $5.14M | 0.27% | +5,874+38.9% | Added |
| Viking Fund Management LLC | 21,000 | $5.15M | 0.46% | 00.0% | Unchanged |
| Sona Asset Management (US) LLC | 21,000 | $5.15M | 0.19% | +21,000 | New |
| Banque Cantonale Vaudoise | 21,067 | $5.17M | 0.20% | −5,057−19.4% | Reduced |
| Callan Family Office, LLC | 21,216 | $5.20M | 0.10% | +8,914+72.5% | Added |
| Evercore Wealth Management, LLC | 21,400 | $5.25M | 0.07% | −4,180−16.3% | Reduced |
| Independent Financial Group, LLC | 21,475 | $5.27M | 0.10% | −16,881−44.0% | Reduced |
| Y.D. More Investments Ltd | 21,697 | $5.32M | 0.17% | −1,042−4.6% | Reduced |
| Saudi Central Bank | 21,718 | $5.33M | 0.07% | +10,056+86.2% | Added |
| Employees Retirement System of Texas | 21,798 | $5.35M | 0.04% | −11,376−34.3% | Reduced |
| Abn Amro Investment Solutions | 21,824 | $5.35M | 0.05% | +6,377+41.3% | Added |
| Hantz Financial Services, Inc. | 21,849 | $5.36M | 0.07% | −4,168−16.0% | Reduced |
| Lido Advisors, LLC | 21,864 | $5.36M | 0.02% | +2,490+12.9% | Added |
| Norden Group LLC | 21,978 | $5.39M | 0.44% | −1,215−5.2% | Reduced |
| Private Advisor Group, LLC | 22,121 | $5.43M | 0.02% | +12,353+126.5% | Added |
| Kestra Advisory Services, LLC | 22,153 | $5.43M | 0.02% | +183+0.8% | Added |
| Landscape Capital Management, L.L.C. | 22,187 | $5.44M | 0.35% | +14,354+183.3% | Added |
| Newbridge Financial Services Group, Inc. | 22,318 | $5.47M | 0.68% | −3,644−14.0% | Reduced |
| Prudential PLC | 22,435 | $5.50M | 0.04% | +7,667+51.9% | Added |
| Carnegie Capital Asset Management, LLC | 22,627 | $5.55M | 0.11% | −110,280−83.0% | Reduced |
| Amalgamated Bank | 22,847 | $5.60M | 0.04% | −2,687−10.5% | Reduced |
| Nisa Investment Advisors, LLC | 23,008 | $5.64M | 0.02% | −1,070−4.4% | Reduced |
| Ossiam | 23,099 | $5.67M | 0.08% | +12,792+124.1% | Added |