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NET Cloudflare

Information Technology, filed as CLOUDFLARE INC (CL A COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 2

  • 4 Owners
  • Max 0.5%
  • $166M
  • 1 new 1 reduce 1 exit 2 small

In 2026 Q2 Spencer Waxman opened a position in Cloudflare, George Soros trimmed, and Stanley Druckenmiller sold out.

Who owns this now

Largest portfolio weights among holders, up to 0.5% (Spencer Waxman, Shannon River Fund Management). Not free-float ownership.

  1. Spencer Waxman New 0.52%
  2. Cathie Wood Reduce 0.28%
  3. Ron Baron Add 0.17%
  4. George Soros Reduce 0.01%

Who owns NET

Sorted by value, long equity only, as of 2026 Q2.

History
Ron Baron, Bamco Inc. (Baron Capital) 0.17% Small add +3.1% 471,598 $116M History
Cathie Wood, Ark Investment Management 0.28%, was 0.29% Small trim −4.3% 175,723 $43M History
Spencer Waxman, Shannon River Fund Management 0.52% New 0.52% 23,589 $5.8M History
George Soros, Soros Fund Management 0.01%, was 0.02% Reduce −58.6% 4,467 $1.1M History
Stanley Druckenmiller, Duquesne Family Office exited 2026 Q2 Last 2026 Q1 0.32% Exit −0.32% 52,535 $11M History

4 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by NET's executives, directors and 10% owners in the last 12 months, from their Form 4s

All NET insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • $700M sold by 10 insiders under 10b5-1 plans
  1. Thomas J Seifert CFO
    Planned sale
    $3.7M 12,500 shares at $299.59 11% of stake
    Traded Oct 19 Filed Oct 19
    ↗
  2. Carl Ledbetter Director
    Planned sale
    $1.5M 5,000 shares at $304.40 0.6% of stake
    Traded Oct 19 Filed Oct 19
    ↗
  3. Michelle Zatlyn Chair
    Planned sale
    $35.2M 99,009 shares at $355.88 59% of stake
    Traded Oct 5–7 Filed Oct 7
    ↗
  4. Carl Ledbetter Director
    Planned sale
    $1.8M 5,000 shares at $353.15 0.6% of stake
    Traded Sep 22 Filed Sep 23
    ↗
  5. Thomas J Seifert CFO
    Planned sale
    $3.3M 10,000 shares at $332.46 8.5% of stake
    Traded Sep 17 Filed Sep 21
    ↗
  6. Carl Ledbetter Director
    Planned sale
    $1.6M 5,000 shares at $312.22 0.6% of stake
    Traded Sep 14 Filed Sep 15
    ↗
  7. Michelle Zatlyn Chair
    Planned sale
    $27.7M 99,009 shares at $279.34 59% of stake
    Traded Sep 3–8 Filed Sep 8
    ↗
  8. Michelle Zatlyn Chair
    Planned sale
    $28.3M 99,009 shares at $285.71 59% of stake
    Traded Aug 19–21 Filed Aug 21
    ↗
  9. Alissa Michelle Starzak Chief Legal Officer
    Planned sale
    $1.8M 5,871 shares at $307.79 5% of stake
    Traded Aug 17–18 Filed Aug 19
    ↗
  10. Janel Riley Chief Accounting Officer
    Planned sale
    $1.6M 5,148 shares at $306.91 11% of stake
    Traded Aug 17–18 Filed Aug 19
    ↗
  11. Thomas J Seifert CFO
    Planned sale
    $3.1M 10,000 shares at $307.32 8.3% of stake
    Traded Aug 17 Filed Aug 19
    ↗
  12. John Graham-Cumming Director
    Planned sale
    $766K 2,520 shares at $303.97 0.5% of stake
    Traded Aug 10 Filed Aug 11
    ↗
  13. Thomas J Seifert CFO
    Planned sale
    $16.5M 55,000 shares at $300.30 33% of stake
    Traded Aug 4 Filed Aug 6
    ↗
  14. Carl Ledbetter Director
    Planned sale
    $1.4M 5,000 shares at $281.98 0.6% of stake
    Traded Aug 6 Filed Aug 6
    ↗
  15. Matthew Prince CEO
    Planned sale
    $10M 33,631 shares at $296.10 100% of stake
    Traded Aug 5 Filed Aug 5
    ↗

Also filed in the last 12 months, not counted as buying or selling: 81 conversions, 26 share withholdings for taxes, 22 option exercises, 12 stock grants, and 1 gift.

Congress

4 members of Congress traded NET in the last three years: 6 buys and 6 sales. 3 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Aug 18 filed Sep 10
  2. Josh Gottheimer D-NJ-5Joint Sell $1K–$15K Feb 4 filed Mar 16
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jan 30 filed Feb 13
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $1K–$15K Dec 24, 2025 filed Jan 12
  5. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Nov 18, 2025 filed Dec 15, 2025
  6. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Oct 17, 2025 filed Nov 18, 2025

SEC filings

Recent issuer filings from EDGAR, 4 shown.

Filed Form Detail Links
8-K 1.01,2.03,3.02,8.01,9.01 Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 10 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.3B $1.67B $2.17B
Gross profit $0.99B $1.29B $1.62B
Gross margin * 76.3% 77.3% 74.5%
Net income -$183.95M -$78.8M -$102.27M
Net margin * -14.2% -4.7% -4.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.98B $2.27B $4.64B
Total non-current assets * $0.777B $1.03B $1.39B
Total assets $2.76B $3.3B $6.04B
Total current liabilities $0.567B $0.794B $2.35B
Total non-current liabilities * $1.43B $1.46B $2.23B
Total equity $0.763B $1.05B $1.46B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $254.41M $380.43M $603.11M
Cash from investing -$0.186B -$0.33B -$1.81B
Cash from financing -$0.192B $0.013B $2B
Net change in cash -$123.98M $62.99M $800.14M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.