FollowFilings The Ledger · @followfilings · data: SEC Form 4 ← All receipts

$NET

Cloudflare, Inc.
$347.70 +56.2% vs prior close

What they do: Services-Prepackaged Software · Exchange: NYSE · Employees: 5,156

Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides a cloud-based security solution to secure a range of combination of platforms, including public and private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and application security products comprising web application firewall, bot management, distributed denial of service mitigation, API security, SSL/TLS encryption, client-side security, and security center products. It also offers application performance solutions, such as content delivery, load balancing, DNS, smart shield, video stream delivery, web optimization, cloudfare waiting room, and cloudfare data localization suite; SASE platform that combines network services and Zero Trust and workplace security products that provides a cloud-based network and security-as-a-service; network services, including magic WAN, magic transit, magic firewall, cloudflare network interconnect, and spectrum. In addition, the company provides zero trust security services which include cloudflare zero trust network access, secure web gateway, and one client; and remote browser isolation, cloud access security broker, cloud email security, digital experience monitoring, and data loss prevention products. Further, it provides developer-based solutions comprising workers AI, vectorize, AI gateway, cloudflare workers, cloudflare pages, R2 object storage, workers KV, durable objects, D1, hyperdrive, queues, cloudfare stream, cloudfare images, and cloudflare realtime; and consumer offerings, such as 1.1.1.1 DNS and with WARPm and cloudfare registrar that offers secure registration and management of domain names. The company serves customers in technology, healthcare, financial services, consumer and retail, industrial, and non-profit industries, as well as government. The company was incorporated in 2009 and is headquartered in San Francisco, California. (via Yahoo Finance)

Earnings trend (from SEC filings)

Quarter endRevenueDiluted EPS
2024-09-30$430.1M$-0.04
2025-03-31$479.1M$-0.11
2025-06-30$512.3M$-0.15
2025-09-30$562.0M$0.00
2026-03-31$639.8M$-0.07
2026-06-30$696.1M$-0.48

Institutional ownership (via Yahoo Finance, 13F-derived)

Insiders hold: 0.62% · Institutions hold: 90.20% across 1678 filers

InstitutionSharesValue% held
Capital World Investors24,325,692$8.46B7.57%
Blackrock Inc.21,598,907$7.51B6.72%
Vanguard Portfolio Management LLC16,819,726$5.85B5.24%
Morgan Stanley15,258,327$5.31B4.75%
BAILLIE GIFFORD & CO14,598,594$5.08B4.55%
Vanguard Capital Management LLC14,430,365$5.02B4.49%
FMR, LLC12,655,471$4.40B3.94%
Capital International Investors10,981,005$3.82B3.42%

Charts (2)

Insider activity — every transaction, real date, real price

Trade dateFiledNameRoleActionSharesPriceValueStock since
2026-10-072026-10-07Zatlyn MichellePresident and Board Co-ChairCONVERSION33,003——+1.4%
2026-10-072026-10-07Zatlyn MichellePresident and Board Co-ChairSOLD297$352.25$105K+1.4%
2026-10-072026-10-07Zatlyn MichellePresident and Board Co-ChairSOLD2,162$351.40$760K+1.4%
2026-10-072026-10-07Zatlyn MichellePresident and Board Co-ChairSOLD3,900$349.38$1.4M+1.4%
2026-10-072026-10-07Zatlyn MichellePresident and Board Co-ChairSOLD4,240$350.37$1.5M+1.4%
2026-10-072026-10-07Zatlyn MichellePresident and Board Co-ChairSOLD5,694$346.40$2.0M+1.4%
2026-10-072026-10-07Zatlyn MichellePresident and Board Co-ChairSOLD7,688$348.23$2.7M+1.4%
2026-10-072026-10-07Zatlyn MichellePresident and Board Co-ChairSOLD9,022$347.20$3.1M+1.4%
2026-10-062026-10-07Zatlyn MichellePresident and Board Co-ChairCONVERSION33,003——-2.1%
2026-10-062026-10-07Zatlyn MichellePresident and Board Co-ChairSOLD752$369.34$278K-2.1%
2026-10-062026-10-07Zatlyn MichellePresident and Board Co-ChairSOLD4,083$368.59$1.5M-2.1%
2026-10-062026-10-07Zatlyn MichellePresident and Board Co-ChairSOLD4,260$364.39$1.6M-2.1%
2026-10-062026-10-07Zatlyn MichellePresident and Board Co-ChairSOLD6,179$365.69$2.3M-2.1%
2026-10-062026-10-07Zatlyn MichellePresident and Board Co-ChairSOLD8,559$367.72$3.1M-2.1%
2026-10-062026-10-07Zatlyn MichellePresident and Board Co-ChairSOLD9,170$366.65$3.4M-2.1%
2026-10-052026-10-07Zatlyn MichellePresident and Board Co-ChairCONVERSION33,003——-3.3%
2026-10-052026-10-07Zatlyn MichellePresident and Board Co-ChairSOLD157$356.05$56K-3.3%
2026-10-052026-10-07Zatlyn MichellePresident and Board Co-ChairSOLD2,683$350.09$939K-3.3%
2026-10-052026-10-07Zatlyn MichellePresident and Board Co-ChairSOLD2,823$354.32$1.0M-3.3%
2026-10-052026-10-07Zatlyn MichellePresident and Board Co-ChairSOLD3,619$349.07$1.3M-3.3%
2026-10-052026-10-07Zatlyn MichellePresident and Board Co-ChairSOLD4,829$351.30$1.7M-3.3%
2026-10-052026-10-07Zatlyn MichellePresident and Board Co-ChairSOLD5,892$353.35$2.1M-3.3%
2026-10-052026-10-07Zatlyn MichellePresident and Board Co-ChairSOLD6,136$355.45$2.2M-3.3%
2026-10-052026-10-07Zatlyn MichellePresident and Board Co-ChairSOLD6,864$352.39$2.4M-3.3%

Our calls

PostedTweetPrice at postNowSince post
2026-10-08 15:30Wednesday's biggest insider exits, in order. Selling is the routine end of execu$340.01$347.70+2.3%