NET · NYSE · Software - Infrastructure

Cloudflare (NET)

Delivers Internet security, networking, and developer services on a shared global network.

$354.44
vs last close+2.77 (+0.79%)

13F · 13D/G · Form 4

Institutions≈ 78.61%279.92M shares
1,325 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders7.99%28.44M shares
14 holders · as of Sep 21, 2026
Strategic holders4.36%15.51M shares
1 holder · as of Feb 3, 2023
Other≈ 9.04%32.21M shares
remainder

356.08M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

This company has 2 share classes; every stake here is a share of the whole company.

13F · 13D/G · Form 4

HolderStakeSharesDate
UV Partners IV, L.P.Institution
10.85%38.63Mfiled Feb 14, 2020
Matthew Prince1Insiderdirector, 10 percent owner, officer: CEO & Board Co-Chair
6.88%26.34M Afiled Aug 18, 2026
Capital World InvestorsInstitution
6.83%24.33M Aas of Jun 30, 2026
BlackRock, Inc.Institution
6.07%21.60M Aas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
4.72%16.82M Aas of Jun 30, 2026
BlackRock, Inc.Strategic
4.36%15.51Mfiled Feb 3, 2023
Morgan StanleyInstitution
4.29%15.26M Aas of Jun 30, 2026
Baillie Gifford & CoInstitution
4.10%14.60M Aas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.05%14.43M Aas of Jun 30, 2026
FMR LLCInstitution
3.55%12.66M Aas of Jun 30, 2026
Capital International InvestorsInstitution
3.08%10.98M Aas of Jun 30, 2026
State Street CorpInstitution
2.08%7.42M Aas of Jun 30, 2026
Geode Capital Management, LLCInstitution
1.67%5.96M Aas of Jun 30, 2026
Jennison Associates LLCInstitution
1.52%5.42M Aas of Jun 30, 2026
JPMorgan Chase & CoInstitution
1.48%5.27M Aas of Jun 30, 2026
American Century Companies IncInstitution
1.20%4.29M Aas of Jun 30, 2026
Wellington Management Group LLPInstitution
1.14%4.05M Aas of Jun 30, 2026
First Trust Advisors LPInstitution
1.06%3.76M Aas of Jun 30, 2026
Franklin Resources IncInstitution
1.05%3.73M Aas of Jun 30, 2026
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am MainInstitution
1.03%3.68M Aas of Jun 30, 2026
Norges BankInstitution
1.01%3.60M Aas of Jun 30, 2026
Sands Capital Management, LLCInstitution
0.91%3.24M Aas of Jun 30, 2026
Invesco Ltd.Institution
0.87%3.10M Aas of Jun 30, 2026
Goldman Sachs Group IncInstitution
0.86%3.07M Aas of Jun 30, 2026
Legal & General Group PLCInstitution
0.74%2.64M Aas of Jun 30, 2026
  1. Matthew Prince's transaction reports restate only vehicles that traded; the 2026 ownership statement (26.34M) less the 1.83M net shares sold since is used instead.

13F, as of Jun 30, 2026

1,325 holders · 279.92M shares · 215 new positions · 712 increased · 389 reduced · 123 closed

HolderShares% of companyChg q/qFiled
Capital World Investors24.33M6.83%+1.59MAug 12, 2026
BlackRock, Inc.21.60M6.07%+504.6KAug 7, 2026
Vanguard Portfolio Management LLC16.82M4.72%+779.8KAug 13, 2026
Morgan Stanley15.26M4.29%−625.0KAug 13, 2026
Baillie Gifford & Co14.60M4.10%−1.33MAug 6, 2026
Vanguard Capital Management LLC14.43M4.05%+714.2KAug 13, 2026
FMR LLC12.66M3.55%−905.0KAug 13, 2026
Capital International Investors10.98M3.08%+87.8KAug 12, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Matthew Prince7.70%26.34M13GFeb 13, 2026
Capital World Investors7.30%23.03M13GMay 14, 2026
Morgan Stanley5.30%16.80M13GFeb 12, 2026
Baillie Gifford & Co5.30%16.82M13GFeb 5, 2026
Vanguard Capital Management5.19%16.49M13GApr 29, 2026
Vanguard Portfolio Management5.07%16.12M13GApr 29, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Sep 17, 2026
Thomas J. Seifertofficer: Chief Financial Officer
Sale · 12 lots10,000$332.46107,902
Sep 14, 2026
Carl Ledbetterdirector
Sale · 4 lots5,000$312.22878,073
Sep 8, 2026
Michelle Zatlyndirector, officer: PRESIDENT & BOARD CO-CHAIR
Sale · 7 lots33,003$277.4369,775
Sep 4, 2026
Michelle Zatlyndirector, officer: PRESIDENT & BOARD CO-CHAIR
Sale · 4 lots33,003$281.6769,775
Sep 3, 2026
Michelle Zatlyndirector, officer: PRESIDENT & BOARD CO-CHAIR
Sale · 6 lots33,003$278.9269,775
Aug 21, 2026
Michelle Zatlyndirector, officer: President and Board Co-Chair
Sale · 8 lots33,003$277.4369,775
Aug 20, 2026
Michelle Zatlyndirector, officer: President and Board Co-Chair
Sale · 8 lots33,003$285.0669,775
Aug 19, 2026
Michelle Zatlyndirector, officer: President and Board Co-Chair
Sale · 10 lots33,003$294.6369,775
Aug 18, 2026
Alissa Michelle Starzakofficer: Chief Legal Officer
Sale2,538$304.68112,082
Aug 17, 2026
Alissa Michelle Starzakofficer: Chief Legal Officer
Sale · 7 lots3,333$310.15114,620

House and Senate disclosures

MemberTypeAmountOwnerTradedDisclosed
Rep. Gilbert Cisneros · CA31Sale$1,001 – $15,000Aug 18, 2026Sep 11, 2026