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.
| 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 |
|---|---|---|---|---|---|
| TCW Group Inc | 5,345 | $1.31M | 0.01% | +226+4.4% | Added |
| NTV Asset Management LLC | 5,330 | $1.31M | 0.13% | −450−7.8% | Reduced |
| Advisory Services Network, LLC | 5,261 | $1.29M | 0.01% | −1,475−21.9% | Reduced |
| Pallas Capital Advisors LLC | 5,245 | $1.29M | 0.04% | +974+22.8% | Added |
| Harvest Fund Management Co., Ltd | 5,219 | $1.28M | 0.04% | −2,289−30.5% | Reduced |
| Wealthedge Investment Advisors, LLC | 5,155 | $1.26M | 0.43% | −20.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 5,028 | $1.23M | 0.00% | +5,028 | New |
| Resources Investment Advisors, LLC. | 5,015 | $1.23M | 0.01% | +343+7.3% | Added |
| Nwam LLC | 5,005 | $1.23M | 0.06% | +1,002+25.0% | Added |
| Moore Capital Management, LP | 4,891 | $1.20M | 0.03% | −5,645−53.6% | Reduced |
| Coldstream Capital Management Inc | 4,880 | $1.20M | 0.01% | −4−0.1% | Reduced |
| Harbour Investments, Inc. | 4,843 | $1.19M | 0.02% | +117+2.5% | Added |
| Left Brain Wealth Management, LLC | 4,745 | $1.16M | 0.35% | +2,793+143.1% | Added |
| Kovack Advisors, Inc. | 4,710 | $1.16M | 0.06% | +4,710 | New |
| J.W. Cole Advisors, Inc. | 4,675 | $1.15M | 0.02% | +48+1.0% | 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 |
| Summit Financial, LLC | 4,671 | $1.15M | 0.01% | +630+15.6% | Added |
| Two Sigma Securities, LLC | 4,630 | $1.14M | 0.10% | +2,918+170.4% | Added |
| Moneta Group Investment Advisors LLC | 4,564 | $1.12M | 0.01% | +41+0.9% | Added |
| Wright Investors Service Inc | 4,561 | $1.12M | 0.31% | +4,561 | New |
| China Universal Asset Management Co., Ltd. | 4,500 | $1.10M | 0.07% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 4,487 | $1.10M | 0.04% | +502+12.6% | Added |
| LeConte Wealth Management, LLC | 4,472 | $1.10M | 0.60% | +394+9.7% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 4,467 | $1.10M | 0.01% | −6,314−58.6% | Reduced |
| Csenge Advisory Group | 4,457 | $1.09M | 0.04% | +4,457 | New |
| Caxton Associates LLP | 4,443 | $1.09M | 0.02% | −7,835−63.8% | Reduced |
| Advisors Asset Management, Inc. | 4,433 | $1.09M | 0.02% | +840+23.4% | Added |
| Guggenheim Capital LLC | 4,408 | $1.08M | 0.01% | +588+15.4% | Added |
| Private Trust Co NA | 4,376 | $1.07M | 0.09% | −30−0.7% | Reduced |
| Apollon Wealth Management, LLC | 4,372 | $1.07M | 0.01% | +704+19.2% | Added |
| Metis Global Partners, LLC | 4,319 | $1.06M | 0.02% | −843−16.3% | Reduced |
| Yousif Capital Management, LLC | 4,292 | $1.05M | 0.01% | −13−0.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,278 | $1.05M | 0.03% | −5,976−58.3% | Reduced |
| Krilogy Financial LLC | 4,274 | $1.05M | 0.03% | +2,192+105.3% | Added |
| Global Retirement Partners, LLC | 4,210 | $1.03M | 0.02% | +4,210 | New |
| Caption Management, LLC | 4,200 | $1.03M | 0.04% | +4,200 | New |
| Emerald Advisers, LLC | 4,196 | $1.03M | 0.02% | 00.0% | Unchanged |
| Fiduciary Trust Co | 4,195 | $1.03M | 0.01% | +2,767+193.8% | Added |
| Thoroughbred Financial Services, LLC | 4,152 | $1.02M | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,140 | $1.02M | 0.03% | −46−1.1% | Reduced |
| Royal Fund Management, LLC | 4,100 | $1.01M | 0.08% | −7,400−64.3% | Reduced |
| Highland Capital Management, LLC | 4,082 | $1.00M | 0.05% | −1,636−28.6% | Reduced |
| Sunstone Asset Management, L.P. | 4,046 | $993.5K | 1.08% | +4,046 | New |
| Davis Capital Management | 4,010 | $983.6K | 0.58% | −43−1.1% | Reduced |
| Cornerstone Enterprises, LLC | 3,992 | $979.2K | 0.45% | −190−4.5% | Reduced |
| Sigma Planning Corp | 3,978 | $975.7K | 0.02% | +2,131+115.4% | Added |
| Benjamin Edwards Inc | 3,928 | $963.4K | 0.01% | +1,408+55.9% | Added |
| Kingsview Wealth Management, LLC | 3,926 | $963.0K | 0.01% | −108−2.7% | Reduced |
| Avestar Capital, LLC | 3,907 | $958.3K | 0.06% | +17+0.4% | Added |
| Truvestments Capital LLC | 3,863 | $947.6K | 0.14% | +473+14.0% | Added |
| Baird Financial Group, Inc. | 3,860 | $946.8K | 0.00% | +548+16.5% | Added |
| Sagespring Wealth Partners, LLC | 3,810 | $934.5K | 0.01% | +19+0.5% | Added |
| Savant Capital, LLC | 3,652 | $920.8K | 0.00% | +391+12.0% | Added |
| Virtue Capital Management, LLC | 3,721 | $912.7K | 0.12% | +3,721 | New |
| Cambria Investment Management, L.P. | 3,680 | $902.6K | 0.04% | +140+4.0% | Added |
| Hill Island Financial LLC | 3,667 | $899.4K | 0.19% | −9−0.2% | Reduced |
| Bull Harbor Capital LLC | 3,662 | $898.2K | 0.18% | +1,641+81.2% | Added |
| We Are One Seven, LLC | 3,648 | $894.8K | 0.01% | +1,815+99.0% | Added |
| OpenArc Corporate Advisory, LLC | 3,610 | $885.5K | 0.01% | −121−3.2% | Reduced |
| Powell Investment Advisors, LLC | 3,583 | $878.8K | 0.28% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 3,582 | $878.6K | 0.02% | −32−0.9% | Reduced |
| Freestone Capital Holdings, LLC | 3,507 | $860.2K | 0.02% | −2,006−36.4% | Reduced |
| Central Pacific Bank - Trust Division | 3,503 | $859.2K | 0.09% | 00.0% | Unchanged |
| Capstone Capital Management Ltd | 3,493 | $856.8K | 0.38% | +3,493 | New |
| Camden Capital, LLC | 3,473 | $851.9K | 0.04% | −798−18.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 3,561 | $844.8K | 0.02% | +3,561 | New |
| Anchor Investment Management, LLC | 3,432 | $841.8K | 0.06% | +1,087+46.4% | Added |
| Avanza Fonder AB | 3,423 | $839.6K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,372 | $830.6K | 0.05% | +252+8.1% | Added |
| Fiduciary Planning LLC | 3,386 | $830.5K | 0.22% | +250+8.0% | Added |
| Oxford Financial Group Ltd | 3,364 | $825.1K | 0.04% | −225−6.3% | Reduced |
| Frank, Rimerman Advisors LLC | 3,354 | $822.7K | 0.05% | +40+1.2% | Added |
| National Asset Management, Inc. | 3,374 | $822.5K | 0.04% | +284+9.2% | Added |
| NorthCrest Asset Manangement, LLC | 2,977 | $821.0K | 0.02% | +1,714+135.7% | Added |
| Voleon Capital Management LP | 3,288 | $806.5K | 0.01% | −29,446−90.0% | Reduced |
| SNS Financial Group, LLC | 3,286 | $806.0K | 0.02% | +3,286 | New |
| Dynasty Wealth Management, LLC | 3,257 | $798.9K | 0.01% | −548−14.4% | Reduced |
| Argos Wealth Advisors, LLC | 3,234 | $793.2K | 0.21% | −100−3.0% | Reduced |
| Fox Run Management, L.L.C. | 3,222 | $790.3K | 0.13% | −7,160−69.0% | Reduced |
| Brookstone Capital Management | 3,214 | $788.3K | 0.01% | −496−13.4% | Reduced |
| LRT Capital Management, LLC | 3,201 | $785.1K | 0.51% | −426−11.7% | Reduced |
| AXS Investments LLC | 3,178 | $779.5K | 0.22% | +52+1.7% | Added |
| J. Goldman & Co LP | 3,171 | $777.8K | 0.03% | −47,529−93.7% | Reduced |
| Fedenia Advisers LLC | 3,160 | $775.1K | 0.18% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 3,141 | $770.4K | 0.50% | −936−23.0% | Reduced |
| Frec Markets, Inc. | 3,129 | $767.5K | 0.07% | +391+14.3% | Added |
| Warren Averett Asset Management, LLC | 3,119 | $765.1K | 0.00% | +1,150+58.4% | Added |
| United Advisor Group, LLC | 3,111 | $763.1K | 0.08% | −15−0.5% | Reduced |
| Arrowroot Family Office, LLC | 3,105 | $761.6K | 0.22% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 3,102 | $760.9K | 0.55% | −9−0.3% | Reduced |
| Westpac Banking Corp | 3,062 | $751.0K | 0.05% | +1,460+91.1% | Added |
| Bridges Investment Management Inc | 3,053 | $748.8K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,014 | $739.3K | 0.01% | −254−7.8% | Reduced |
| Cigna Investments Inc | 3,012 | $739.0K | 0.10% | −5−0.2% | Reduced |
| Impact Partnership Wealth, LLC | 3,007 | $737.6K | 0.07% | +907+43.2% | Added |
| Evergreen Capital Management LLC | 2,999 | $735.6K | 0.01% | −460−13.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 2,996 | $734.9K | 0.06% | −623−17.2% | Reduced |
| GAM Holding AG | 2,965 | $727.3K | 0.06% | −1,624−35.4% | Reduced |
| Sovran Advisors, LLC | 2,704 | $714.1K | 0.05% | −534−16.5% | Reduced |