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.
Key figures
- Market capNo recent share count in SEC filings
- –
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $109.6M in total
- 11
- 13F holdersQ2 2026, +99 vs. previous quarter
- 1,234
- 13F valueReported value at the end of Q2 2026
- $69.8B
- Superinvestors holdingAt the end of Q2 2026
- 2
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $2.17B
- +29.8% year over year
- Net income, FY2025
- -$102.3M
- No comparable prior period
- Free cash flow, FY2025
- $287.5M
- +47.1% year over year
- Revenue, Q3 FY2026
- $782.5M
- +39.2% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net loss for FY2025: $102.3M (4.7% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 15, 2026.
- Short interest
- 7.99M
- Shares sold short
- Change
- +328.0K
- +4.3% vs. previous
- Days to cover
- 2.89
- At average daily volume
Superinvestors holding NET, Q2 2026
Go to the superinvestors tab2 superinvestors report holding Cloudflare, Inc. on Form 13F. Percentages are the stock's share of each portfolio.
Soros Fund Management
George Soros
<0.1%
Cloudflare, Inc.'s share of the portfolio
- Shares
- 4,467
- Value
- $1.10M
Latest insider trades
See all insider tradesOpen-market purchases and sales by Cloudflare, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Oct 19, 2026 (view filing)7:06 PM ET | Oct 19 | Same day | Ledbetter CarlDirector | SSaleClass A Common Stock | −5.00K | $304.40 | −$1.52M | −0.6%868.1K after | 3 lots10b5-1 |
| Oct 19, 2026 (view filing)7:04 PM ET | Oct 19 | Same day | Seifert Thomas JChief Financial Officer | SSaleClass A Common Stock | −12.5K | $299.59 | −$3.74M | −10.6%105.0K after | 7 lots10b5-1 |
| Oct 7, 2026 (view filing)8:33 PM ET | Oct 5-7 | 2 days | Zatlyn MichellePresident and Board Co-Chair | SSaleClass A Common Stock | −99.0K | $355.88 | −$35.2M | −58.7%69.8K after | 21 lots10b5-1 |
| Sep 23, 2026 (view filing)5:14 PM ET | Sep 22 | 1 day | Ledbetter CarlDirector | SSaleClass A Common Stock | −5.00K | $353.15 | −$1.77M | −0.6%873.1K after | 10b5-1 |
| Sep 21, 2026 (view filing)4:50 PM ET | Sep 17 | 4 days | Seifert Thomas JChief Financial Officer | SSaleClass A Common Stock | −10.0K | $332.46 | −$3.32M | −8.5%107.9K after | 12 lots10b5-1 |
| Sep 15, 2026 (view filing)6:31 PM ET | Sep 14 | 1 day | Ledbetter CarlDirector | SSaleClass A Common Stock | −5.00K | $312.22 | −$1.56M | −0.6%878.1K after | 4 lots10b5-1 |
| Sep 8, 2026 (view filing)8:54 PM ET | Sep 3-8 | 5 days | Zatlyn MichellePRESIDENT & BOARD CO-CHAIR | SSaleClass A Common Stock | −99.0K | $279.34 | −$27.7M | −58.7%69.8K after | 17 lots10b5-1 |
| Aug 21, 2026 (view filing)5:28 PM ET | Aug 19-21 | 2 days | Zatlyn MichellePresident and Board Co-Chair | SSaleClass A Common Stock | −99.0K | $285.71 | −$28.3M | −58.7%69.8K after | 26 lots10b5-1 |
| Aug 19, 2026 (view filing)5:42 PM ET | Aug 17-18 | 2 days | Starzak Alissa MichelleChief Legal Officer | SSaleClass A Common Stock | −5.87K | $307.79 | −$1.81M | −5.0%112.1K after | 8 lots10b5-1 |
| Aug 19, 2026 (view filing)5:37 PM ET | Aug 17-18 | 2 days | Riley JanelChief Accounting Officer | SSaleClass A Common Stock | −5.15K | $306.91 | −$1.58M | −11.0%41.5K after | 12 lots10b5-1 |
Top 10 13F holders, Q2 2026
See all 1,234 holdersThe largest institutional positions in Cloudflare, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital World Investors | 24,325,692 | $5.97B | 0.70% | +1,590,123+7.0% | Added |
| BlackRock, Inc. | 21,598,907 | $5.30B | 0.08% | +504,625+2.4% | Added |
| Vanguard Portfolio Management LLC | 16,819,726 | $4.13B | 0.19% | +779,837+4.9% | Added |
| Morgan Stanley | 15,258,327 | $3.74B | 0.20% | −624,994−3.9% | Reduced |
| Baillie Gifford & Co | 14,598,594 | $3.58B | 3.25% | −1,325,829−8.3% | Reduced |
| Vanguard Capital Management LLC | 14,430,365 | $3.54B | 0.08% | +714,169+5.2% | Added |
| FMR LLC | 12,655,471 | $3.10B | 0.13% | −904,980−6.7% | Reduced |
| Capital International Investors | 10,981,005 | $2.69B | 0.56% | +87,840+0.8% | Added |
| State Street Corp | 7,420,765 | $1.82B | 0.05% | +242,046+3.4% | Added |
| Geode Capital Management, LLC | 5,963,905 | $1.46B | 0.08% | −29,524−0.5% | Reduced |
Holders of 5% or more of NET
See all 5 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Cloudflare, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Prince Matthew | 13G/A | 7.70%26.3M shares | – | Feb 16, 20215 filings | Feb 13, 2026 | SEC |
| Capital World Investors | 13G/A | 7.30%23.0M shares | −4.20 ppfrom 11.50% | Feb 13, 20236 filings | May 14, 2026 | SEC |
| Morgan Stanley | 13G/A | 5.30%16.8M shares | −1.20 ppfrom 6.50% | Jun 10, 20217 filings | Feb 12, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.19%16.5M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
| Vanguard Portfolio Management LLC | 13G | 5.07%16.1M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
Politician trades
All politician trades in NET4 members of Congress reported 12 trades in Cloudflare, Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Sep 10, 2026 |  Gilbert Ray Cisneros, Jr. House · CA | Sell (partial) | $1K-$15K |
| Mar 16, 2026 |  Josh Gottheimer House · NJ | Sell | $1K-$15K |
| Feb 13, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Buy | $1K-$15K |
| Jan 12, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Sell | $1K-$15K |
| Dec 15, 2025 | Gilbert Ray Cisneros, Jr. House · CA | Buy | $1K-$15K |
House · CA · Sep 10, 2026
Sell (partial)$1K-$15K
House · NJ · Mar 16, 2026
Sell$1K-$15K
House · CA · Feb 13, 2026
Buy$1K-$15K
House · CA · Jan 12, 2026
Sell$1K-$15K
House · CA · Dec 15, 2025
Buy$1K-$15K