Company Analysis

Cloudflare, Inc. (NET)

NYSE: NET · Services-Prepackaged Software · San Francisco, CA · filing with the SEC since 2009
Grade5.8
◀ Past 5.8● Present 5.6▶ Future 6.0

Who owns Cloudflare, Inc.

As filed with the SEC
Holders of 5% or more
4
Matthew Prince holds 7.7% of Class A Common Stock, $0.001 par value per share, as its SCHEDULE 13G/A filed Feb 13, 2026 says.
Directors and officers
13
report now, of 17 people on the record since 2002. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 4 named at left.
Holders of 5% or moreshare of the class, as filed
Matthew Prince
SCHEDULE 13G/A · filed Feb 13, 2026 · Class A Common Stock, $0.001 par value per share
7.7%
Capital World Investors
SCHEDULE 13G/A · filed May 14, 2026 · Common Stock · 11.5% in Feb 13, 2026
7.3%
Vanguard Capital Management
5.19%
Vanguard Portfolio Management
5.07%
Morgan Stanley
SCHEDULE 13G/A · filed Feb 12, 2026 · Class A Common Stock · reported falling below 5%, from 6.5% in May 5, 2025
under 5%
Baillie Gifford & Co
SCHEDULE 13G/A · filed Jul 24, 2026 · Class A Common Stock · reported falling below 5%, from 5.3% in Feb 5, 2026
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%, from 10% in Apr 7, 2025
under 5%
What NET reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Replicate
A company bought · acquisition · Nov 2025 · owns, named in the 10-K filed Feb 26, 2026
Kivera
A company bought · acquisition · Sep 2024 · owns, named in the 10-K filed Feb 26, 2026
Insider tradesForm 4
853sales
0purchases
849sales on a scheduled plan
10people selling
$705Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Oct 19, 2025 to Oct 19, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
0220212223242526
2026 runs to Oct 19, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window10 of 37 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Prince MatthewCEO & Board Co-Chair345$340M3450$0
Zatlyn MichellePresident and Board Co-Chair215$247M2150$0
Seifert Thomas JChief Financial Officer113$59.6M1130$0
Ledbetter Carldirector39$34.0M390$0
Riley JanelChief Accounting Officer23$8.8M230$0
Graham-Cumming Johndirector81$5.8M810$0
Starzak Alissa MichelleChief Legal Officer13$5.3M130$0
Kramer Douglas JamesChief Legal Officer11$3.7M100$0
Suder Katrindirector3$900,00030$0
Hawkins Mark Jdirector10$500,00070$0
SI Assistanton NET · research, not advice