Cloudflare, Inc. (NET)
What changed in recent filings
- Institutions — 6 new · 5 reduced13F · as of end of 2026 Q2
- Free cash flow declined recentlyDec 31, 2025 → Jun 30, 2026
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding Cloudflare, Inc.
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q3: 4 → 2026 Q2: 11 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Cloudflare, Inc.
Institutions we track that reported holding this stock in their most recent 13F.
- Baillie Gifford & Co3.25% of portfolio · since 2020 Q2
- ARK Invest0.28% of portfolio · since 2020 Q4
- Moore Capital Management0.02% of portfolio · since 2025 Q2
- Bridgewater Associates0.01% of portfolio · since 2025 Q3
- Soros Fund Management0.01% of portfolio · since 2026 Q1
- Tudor Investment CorpNew this quarter0.03% of portfolio · since 2026 Q2
- Caisse de depot (Quebec)under 0.01% of portfolio · held as of 2026 Q2 or earlier
- National Pension Service (Korea)0.15% of portfolio · held as of 2026 Q2 or earlier
- Sands Capital Management2.95% of portfolio · held as of 2026 Q2 or earlier
- Capital World Investors0.70% of portfolio · held as of 2026 Q2 or earlier
- Blackstoneunder 0.01% of portfolio · held as of 2026 Q2 or earlier
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Company overview
An internet security and performance-infrastructure company running an edge network in over 100 countries. It is expanding into the zero-trust and SASE market.
What is the Software sector?
Cloud, SaaS, and cybersecurity. Relatively defensive.
Cloudflare, Inc. is classified under the Software sector. See peers below.
Cloudflare, Inc. key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
Cloudflare, Inc. vs Software sector benchmark
Median of 34 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
NET segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
ETFs holding Cloudflare, Inc.
Per SEC N-PORT · 2026-06-30 · by weight · factual
NET on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Software average
Peers · Software
NET FAQ
What is Cloudflare, Inc. (NET)?
An internet security and performance-infrastructure company running an edge network in over 100 countries. It is expanding into the zero-trust and SASE market.
What sector is Cloudflare, Inc. in?
Cloudflare, Inc. is classified under Software. Cloud, SaaS, and cybersecurity. Relatively defensive.
What are Cloudflare, Inc.'s key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 33.5%, Operating margin -29.6%, Net margin -8.2%, ROE -7.0%. Definitions and interpretation are available on Stocklore.
Where can I analyze Cloudflare, Inc. (NET) stock?
On Stocklore you can see NET's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.