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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 20,756 | $5.09M | 0.04% | +8,820+73.9% | Added |
| Federation des caisses Desjardins du Quebec | 20,513 | $5.03M | 0.02% | +4,957+31.9% | Added |
| Agf Management Ltd | 13,896 | $4.99M | 0.02% | +13,896 | New |
| Groupama Asset Managment | – | $4.92M | 0.06% | – | New |
| BOCHK Asset Management Ltd | 19,900 | $4.88M | 0.77% | +19,900 | New |
| Toroso Investments, LLC | 19,827 | $4.86M | 0.01% | −110,203−84.8% | Reduced |
| Kentucky Retirement Systems | 19,791 | $4.85M | 0.12% | +19,791 | New |
| Investment Management Corp of Ontario | 19,765 | $4.85M | 0.06% | −4,355−18.1% | Reduced |
| RFG Advisory, LLC | 19,555 | $4.80M | 0.08% | +326+1.7% | Added |
| Empowered Funds, LLC | 19,112 | $4.69M | 0.02% | +1,943+11.3% | Added |
| Azzad Asset Management Inc | 19,094 | $4.68M | 0.41% | +11+0.1% | Added |
| Fifth Third Bancorp | 18,935 | $4.64M | 0.01% | +4,529+31.4% | Added |
| Jackson Square Capital, LLC | 18,876 | $4.63M | 0.64% | −732−3.7% | Reduced |
| Generali Asset Management SPA SGR | 18,644 | $4.57M | 0.08% | +7,457+66.7% | Added |
| Beacon Pointe Advisors, LLC | 18,508 | $4.54M | 0.02% | −1,108−5.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,444 | $4.50M | 0.03% | −15,129−45.1% | Reduced |
| Brown Advisory Inc | 18,251 | $4.48M | 0.01% | −4,916−21.2% | Reduced |
| Vident Advisory, LLC | 17,992 | $4.41M | 0.03% | −90−0.5% | Reduced |
| TCG Advisory Services, LLC | 17,981 | $4.41M | 0.08% | +622+3.6% | Added |
| Susquehanna Fundamental Investments, LLC | 17,961 | $4.41M | 0.08% | +17,961 | New |
| NLB Skladi, upravljanje premozenja, d.o.o. | 17,957 | $4.40M | 0.17% | +953+5.6% | Added |
| Rakuten Investment Management, Inc. | 17,852 | $4.35M | 0.01% | +2,079+13.2% | Added |
| Jump Financial, LLC | 17,690 | $4.34M | 0.04% | +9,193+108.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 17,596 | $4.32M | 0.03% | +678+4.0% | Added |
| MetLife Investment Management | 17,570 | $4.31M | 0.02% | −1,719−8.9% | Reduced |
| Elevatus Welath Management | 17,385 | $4.26M | 1.04% | +17,385 | New |
| SWS Partners | 17,357 | $4.26M | 0.92% | +467+2.8% | Added |
| Tran Capital Management, L.P. | 16,841 | $4.13M | 0.48% | +16,841 | New |
| Fideuram Asset Management (Ireland) dac | 18,383 | $4.13M | 0.08% | +1,047+6.0% | Added |
| Knollwood Investment Advisory, LLC | 16,800 | $4.12M | 0.37% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 16,782 | $4.12M | 0.07% | +1,161+7.4% | Added |
| Farther Finance Advisors, LLC | 16,672 | $4.09M | 0.03% | +183+1.1% | Added |
| Mutual of America Capital Management LLC | 16,368 | $4.01M | 0.04% | +2,955+22.0% | Added |
| RDA Financial Network | 16,350 | $4.01M | 0.87% | +1,238+8.2% | Added |
| Omers Administration Corp | 16,176 | $3.97M | 0.02% | +1,902+13.3% | Added |
| Summit Trail Advisors, LLC | 16,115 | $3.95M | 0.05% | −3,445−17.6% | Reduced |
| Atria Investments LLC | 15,736 | $3.86M | 0.04% | +3,022+23.8% | Added |
| Independent Solutions Wealth Management, LLC | 15,656 | $3.84M | 0.50% | −269−1.7% | Reduced |
| Blue Jean Financial LLC | 15,475 | $3.80M | 2.64% | +15,475 | New |
| Taylor Frigon Capital Management LLC | 15,460 | $3.79M | 1.77% | −117−0.8% | Reduced |
| CIBC World Markets Inc. | 15,425 | $3.78M | 0.01% | +7,871+104.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 15,404 | $3.78M | 0.01% | −33,394−68.4% | Reduced |
| BW Gestao de Investimentos Ltda. | 15,089 | $3.70M | 0.09% | −43,690−74.3% | Reduced |
| Element Capital Management LLC | 15,000 | $3.68M | 0.20% | +15,000 | New |
| Belpointe Asset Management LLC | 14,994 | $3.68M | 0.12% | +3,225+27.4% | Added |
| CIBC Asset Management Inc | 14,977 | $3.67M | 0.01% | −116−0.8% | Reduced |
| Macquarie Group Ltd | 14,973 | $3.67M | 0.02% | +2,778+22.8% | Added |
| EP Wealth Advisors, LLC | 14,903 | $3.66M | 0.01% | +11,990+411.6% | Added |
| Bulltick Wealth Management, LLC | 14,891 | $3.65M | 0.74% | +14,891 | New |
| Coastal Investment Advisors, Inc. | 14,885 | $3.65M | 1.13% | +1,117+8.1% | Added |
| Alphadyne Asset Management LP | 14,768 | $3.62M | 0.16% | +10,828+274.8% | Added |
| Robocap Asset Management Ltd | 14,759 | $3.62M | 2.92% | −569−3.7% | Reduced |
| MAI Capital Management | 14,744 | $3.62M | 0.01% | +5,898+66.7% | Added |
| D.A. Davidson & Co. | 14,702 | $3.61M | 0.02% | −1,406−8.7% | Reduced |
| Meridian Wealth Management, LLC | 14,675 | $3.60M | 0.11% | −2,607−15.1% | Reduced |
| Main Management ETF Advisors, LLC | 14,594 | $3.58M | 0.11% | +360+2.5% | Added |
| The PNC Financial Services Group, Inc. | 14,593 | $3.58M | 0.00% | +312+2.2% | Added |
| Ellevest, Inc. | 14,565 | $3.57M | 0.42% | +8,825+153.7% | Added |
| Hancock Whitney Corp | 14,527 | $3.56M | 0.06% | −16−0.1% | Reduced |
| M&T Bank Corp | 14,337 | $3.52M | 0.01% | +346+2.5% | Added |
| State of Alaska, Department of Revenue | 14,314 | $3.51M | 0.03% | +7,016+96.1% | Added |
| Nia Impact Advisors, LLC | 14,302 | $3.51M | 1.45% | −1,573−9.9% | Reduced |
| Boothbay Fund Management, LLC | 14,262 | $3.50M | 0.07% | −8,100−36.2% | Reduced |
| Livet Wealth, LLC | 14,165 | $3.47M | 2.00% | −41−0.3% | Reduced |
| WD Rutherford LLC | 14,153 | $3.47M | 1.26% | +4,719+50.0% | Added |
| Capula Management Ltd | 14,132 | $3.47M | 0.02% | +606+4.5% | Added |
| Park Avenue Securities LLC | 13,921 | $3.42M | 0.02% | +786+6.0% | Added |
| National Bank of Canada | 13,855 | $3.40M | 0.00% | +213+1.6% | Added |
| AG2R la Mondiale Gestion D'Actifs | 13,824 | $3.39M | 0.12% | −514−3.6% | Reduced |
| G2 Investment Partners Management LLC | 13,500 | $3.31M | 0.60% | −3,763−21.8% | Reduced |
| Fortis Capital Advisors, LLC | 13,462 | $3.30M | 0.37% | +1,693+14.4% | Added |
| Alken Asset Management Ltd. | – | $3.30M | 3.69% | – | New |
| Generali Investments, Management Co LLC | 13,396 | $3.29M | 0.71% | +6,174+85.5% | Added |
| Grandview Asset Management LLC | 13,383 | $3.28M | 0.82% | +158+1.2% | Added |
| Tokio Marine Asset Management Co Ltd | 13,197 | $3.24M | 0.10% | +482+3.8% | Added |
| United Capital Financial Advisers, LLC | 13,130 | $3.22M | 0.02% | +3,976+43.4% | Added |
| ASR Vermogensbeheer N.V. | 13,049 | $3.20M | 0.03% | −16,089−55.2% | Reduced |
| Circle Wealth Management, LLC | 13,023 | $3.19M | 0.04% | +3,293+33.8% | Added |
| Parallax Volatility Advisers, L.P. | 12,991 | $3.19M | 0.12% | −32,358−71.4% | Reduced |
| Kestra Private Wealth Services, LLC | 12,968 | $3.18M | 0.03% | +8,767+208.7% | Added |
| SRS Capital Advisors, Inc. | 12,951 | $3.18M | 0.02% | +12,070+1,370.0% | Added |
| Sterling Capital Management LLC | 12,812 | $3.14M | 0.05% | +1,104+9.4% | Added |
| Lazard Asset Management LLC | 5,543 | $3.13M | 0.00% | +1,236+28.7% | Added |
| Meiji Yasuda Life Insurance Co | 12,645 | $3.10M | 0.10% | +2,615+26.1% | Added |
| Stratos Wealth Partners, LTD. | 12,638 | $3.10M | 0.03% | −374−2.9% | Reduced |
| Diversified Trust Co | 12,629 | $3.10M | 0.05% | +11,496+1,014.7% | Added |
| Institute for Wealth Management, LLC. | 12,422 | $3.05M | 0.27% | +299+2.5% | Added |
| NewEdge Wealth, LLC | 12,342 | $3.03M | 0.03% | +3,733+43.4% | Added |
| Horizon Investments, LLC | 12,218 | $3.00M | 0.03% | +10,526+622.1% | Added |
| Legato Capital Management LLC | 12,197 | $2.99M | 0.25% | −1,041−7.9% | Reduced |
| Bleakley Financial Group, LLC | 12,138 | $2.98M | 0.04% | +12,138 | New |
| Oppenheimer & Co Inc | 12,105 | $2.97M | 0.03% | +1,683+16.1% | Added |
| Raiffeisen Bank International AG | 12,154 | $2.96M | 0.03% | +1,947+19.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,044 | $2.95M | 0.07% | −800−6.2% | Reduced |
| Engineers Gate Manager LP | 12,015 | $2.95M | 0.04% | −73,310−85.9% | Reduced |
| Kirtland Hills Capital Management, LLC | 11,695 | $2.87M | 0.82% | +367+3.2% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 11,500 | $2.82M | 2.15% | +11,500 | New |
| Snider Financial Group | 11,450 | $2.81M | 0.71% | +457+4.2% | Added |
| Sphera Management Technology Funds Ltd | 2,200,000 | $2.79M | 0.98% | +2,200,000 | New |
| Baader Bank INC | 11,343 | $2.78M | 0.23% | +1,943+20.7% | Added |