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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
1,228
+100 vs. Q1 2026
Shares held
284.8M
+8.02M (+2.9%) vs. Q1 2026
Total value
$75.0B
+$18.0B (+31.5%) vs. Q1 2026
New holders
218
489 more added
Sold out
118
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.

Institutional holdersQ2 2026: 1,272 institutions
Q1 2021: 507 institutionsQ2 2021: 537 institutionsQ3 2021: 620 institutionsQ4 2021: 681 institutionsQ1 2022: 641 institutionsQ2 2022: 550 institutionsQ3 2022: 588 institutionsQ4 2022: 573 institutionsQ1 2023: 598 institutionsQ2 2023: 587 institutionsQ3 2023: 603 institutionsQ4 2023: 701 institutionsQ1 2024: 730 institutionsQ2 2024: 680 institutionsQ3 2024: 706 institutionsQ4 2024: 795 institutionsQ1 2025: 891 institutionsQ2 2025: 968 institutionsQ3 2025: 1,056 institutionsQ4 2025: 1,107 institutionsQ1 2026: 1,160 institutionsQ2 2026: 1,272 institutions
Value heldQ2 2026: $78.5B
Q1 2021: $13.7BQ2 2021: $22.6BQ3 2021: $24.6BQ4 2021: $29.8BQ1 2022: $28.0BQ2 2022: $10.4BQ3 2022: $14.1BQ4 2022: $11.9BQ1 2023: $19.9BQ2 2023: $20.6BQ3 2023: $21.5BQ4 2023: $24.4BQ1 2024: $30.9BQ2 2024: $22.4BQ3 2024: $22.0BQ4 2024: $29.7BQ1 2025: $31.6BQ2 2025: $56.2BQ3 2025: $63.0BQ4 2025: $56.4BQ1 2026: $58.5BQ2 2026: $78.5B
Institutions holding NET and their total value by quarter
QuarterHoldersValue
Q2 20261,272$78.5B
Q1 20261,160$58.5B
Q4 20251,107$56.4B
Q3 20251,056$63.0B
Q2 2025968$56.2B
Q1 2025891$31.6B
Q4 2024795$29.7B
Q3 2024706$22.0B
Q2 2024680$22.4B
Q1 2024730$30.9B
Q4 2023701$24.4B
Q3 2023603$21.5B
Q2 2023587$20.6B
Q1 2023598$19.9B
Q4 2022573$11.9B
Q3 2022588$14.1B
Q2 2022550$10.4B
Q1 2022641$28.0B
Q4 2021681$29.8B
Q3 2021620$24.6B
Q2 2021537$22.6B
Q1 2021507$13.7B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q1 2026.

Institutions holding NET in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Oak Thistle LLC9,003$2.21M0.21%+9,003New
Kiley Juergens Wealth Management, LLC8,943$2.19M0.34%−1,842−17.1%Reduced
Calamos Wealth Management LLC8,868$2.18M0.07%+100+1.1%Added
Diversify Wealth Management, LLC8,124$2.16M0.04%−726−8.2%Reduced
Diversify Advisory Services, LLC8,124$2.16M0.04%+8,124New
Mediolanum International Funds Ltd8,805$2.15M0.02%+8,805New
Integrated Wealth Concepts LLC8,747$2.15M0.01%+3,601+70.0%Added
Sowell Financial Services LLC8,644$2.12M0.07%−209−2.4%Reduced
E. Ohman J:or Asset Management AB8,644$2.12M0.05%+880+11.3%Added
Titleist Asset Management, LLC8,626$2.12M0.14%−587−6.4%Reduced
BNP Paribas8,588$2.11M0.06%+736+9.4%Added
Generali Investments Towarzystwo Funduszy Inwestycyjnych8,500$2.08M0.84%−1,500−15.0%Reduced
UniSuper Management Pty Ltd8,470$2.08M0.01%+2,470+41.2%Added
Meeder Advisory Services, Inc.8,401$2.06M0.08%+246+3.0%Added
Caisse de Depot Et Placement du Quebec8,382$2.06M0.00%+8,382New
Winton Group Ltd8,333$2.04M0.07%−13,536−61.9%Reduced
Atlas Brown,Inc.8,286$2.03M0.55%−40−0.5%Reduced
Paragon Advisors, LLC8,274$2.03M0.43%+7,200+670.4%Added
Equitable Holdings, Inc.8,225$2.02M0.01%−1,814−18.1%Reduced
Kentucky Retirement Systems Insurance Trust Fund8,213$2.01M0.12%+92+1.1%Added
Greycroft LP8,000$1.96M4.45%−3,000−27.3%Reduced
Quantbot Technologies LP7,978$1.96M0.08%+7,978New
Schonfeld Strategic Advisors LLC7,961$1.95M0.01%−43,469−84.5%Reduced
Prudential Financial Inc7,950$1.95M0.00%−119−1.5%Reduced
Advisory Resource Group7,890$1.94M0.29%−130−1.6%Reduced
Brighton Jones LLC7,879$1.93M0.04%+3,626+85.3%Added
Stance Capital LLC7,837$1.92M0.59%+1,111+16.5%Added
Afg Fiduciary Services Limited Partnership7,927$1.92M1.51%+445+5.9%Added
Optas, LLC7,830$1.92M0.27%−23−0.3%Reduced
Bank of Montreal7,788$1.91M0.00%−56,296−87.8%Reduced
Principal Securities, Inc.7,767$1.91M0.02%+974+14.3%Added
Edmond de Rothschild Holding S.A.7,699$1.89M0.02%−4−0.1%Reduced
Rafferty Asset Management, LLC7,649$1.88M0.00%−1,125−12.8%Reduced
Ballentine Partners, LLC7,646$1.88M0.02%+112+1.5%Added
Numerai GP LLC7,600$1.86M0.15%−453−5.6%Reduced
Signaturefd, LLC7,526$1.85M0.02%+190+2.6%Added
KP Management LLC7,500$1.84M0.39%−10,000−57.1%Reduced
Florida Financial Advisors, LLC7,434$1.82M0.31%+1,823+32.5%Added
Laird Norton Trust Company, LLC7,418$1.82M0.03%+459+6.6%Added
Green Alpha Advisors, LLC7,401$1.82M1.22%+7+0.1%Added
Fund Advisors of America Inc7,362$1.81M1.64%−991−11.9%Reduced
Chicago Partners Investment Group LLC6,802$1.78M0.04%+4,150+156.5%Added
Envestnet Portfolio Solutions, Inc.7,229$1.77M0.01%+738+11.4%Added
Financial Advisory Service, Inc.7,220$1.77M0.09%+549+8.2%Added
Redhawk Wealth Advisors, Inc.7,161$1.76M0.17%+7,161New
Cresset Asset Management, LLC7,143$1.75M0.01%+1,284+21.9%Added
Vestcor Inc7,084$1.74M0.04%+997+16.4%Added
RSM US Wealth Management LLC7,060$1.73M0.02%+404+6.1%Added
ION Fund Management Ltd7,000$1.72M0.20%+7,000New
Bridgewater Advisors Inc.6,059$1.71M0.09%−35−0.6%Reduced
Wedmont Private Capital6,372$1.71M0.05%−440−6.5%Reduced
LJI Wealth Management, LLC6,900$1.69M0.24%−200−2.8%Reduced
SBI Okasan Asset Management Co.Ltd.6,885$1.68M0.06%+14+0.2%Added
Everhart Financial Group, Inc.6,822$1.67M0.11%+92+1.4%Added
Leelyn Smith, LLC6,725$1.65M0.20%+745+12.5%Added
Blueshift Asset Management, LLC6,724$1.65M0.38%−3,625−35.0%Reduced
Bridgewater Associates, LP6,720$1.65M0.01%−2,038−23.3%Reduced
J. Safra Sarasin Holding AG6,674$1.64M0.02%+6,674New
Wealth Management Partners, LLC6,668$1.64M0.38%+182+2.8%Added
Loup Funds, LLC6,625$1.62M0.74%−800−10.8%Reduced
Vega Investment Solutions6,561$1.61M0.23%+6,561New
Cache Advisors, LLC6,560$1.61M0.14%+2,910+79.7%Added
Dorsey & Whitney Trust CO LLC6,491$1.59M0.08%+1,907+41.6%Added
IFP Advisors, Inc6,485$1.59M0.03%+331+5.4%Added
Leonteq Securities AG6,458$1.58M0.09%−838−11.5%Reduced
Western Financial Corp6,404$1.57M0.46%+157+2.5%Added
Goldstream Capital Management Ltd6,390$1.57M1.87%−3,569−35.8%Reduced
Anchor Bay Capital, Inc.5,037$1.56M0.84%+5,037New
Larson Financial Group LLC6,199$1.52M0.04%−806−11.5%Reduced
Knights of Columbus Asset Advisors LLC6,152$1.51M0.08%+147+2.4%Added
Siemens Fonds Invest GmbH6,148$1.51M0.07%+101+1.7%Added
Plato Investment Management Ltd6,147$1.50M0.09%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA6,101$1.50M0.42%−3,130−33.9%Reduced
PDT Partners, LLC6,092$1.49M0.08%−20,700−77.3%Reduced
Kassira Wealth Management LLC5,981$1.47M1.18%−740−11.0%Reduced
Putney Financial Group LLC5,977$1.47M1.32%−229−3.7%Reduced
SlateStone Wealth, LLC5,978$1.47M0.11%−4,046−40.4%Reduced
Dark Forest Capital Management LP5,916$1.45M0.09%+5,916New
Gateway Investment Advisers LLC5,911$1.45M0.01%+5,911New
Daymark Wealth Partners, LLC5,885$1.44M0.04%+1,067+22.1%Added
Miller Financial Services LLC5,854$1.44M1.16%−380−6.1%Reduced
Burling Wealth Partners, LLC5,843$1.43M0.21%00.0%Unchanged
Archer Investment Corp5,800$1.42M0.14%+2,900+100.0%Added
Parallel Advisors, LLC5,784$1.42M0.02%+274+5.0%Added
Thoma Capital Management LLC5,719$1.40M0.75%−423−6.9%Reduced
Miracle Mile Advisors, LLC5,693$1.40M0.02%+204+3.7%Added
Caisse des Depots Et Consignations5,657$1.39M0.02%+5,657New
Grant Private Wealth Management Inc5,622$1.38M0.58%+326+6.2%Added
Atomi Financial Group, Inc.5,581$1.37M0.04%−171−3.0%Reduced
Lazard Asset Management LLC5,543$1.36M0.00%+1,236+28.7%Added
Buckingham Strategic Partners5,498$1.35M0.01%+2,675+94.8%Added
Independent Advisor Alliance5,462$1.34M0.03%+71+1.3%Added
Rothschild Investment LLC5,442$1.33M0.05%+5,096+1,472.8%Added
Ofi Invest Asset Management6,219$1.33M0.01%−3,516−36.1%Reduced
Odyssean, LLC5,438$1.33M0.22%+693+14.6%Added
Allworth Financial LP5,433$1.33M0.01%+831+18.1%Added
Main Street Financial Solutions, LLC5,404$1.33M0.09%+425+8.5%Added
Nicholas Investment Partners, LP5,366$1.32M0.07%−9,723−64.4%Reduced
Dara Capital US, Inc.5,362$1.32M0.91%+1,312+32.4%Added
Stableford Capital II LLC5,353$1.31M0.45%−109−2.0%Reduced