Follow-The-Filings

Security · featured owners

NET Cloudflare Inc.

Information Technology CL A COM Equity as of 2026 Q2 among managers we track

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

NET (Cloudflare Inc.) is held in 4 featured 13F books as of 2026 Q2. Spencer Waxman - Shannon River Fund Management is the largest tracked holder by portfolio weight (0.52%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 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%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.17% Add +3.1% 471,598 $116M history
Cathie Wood - Ark Investment Management 2026 Q2 0.28% Reduce −4.3% 175,723 $43M history
Spencer Waxman - Shannon River Fund Management 2026 Q2 0.52% New 0.52% 23,589 $6M history
George Soros - Soros Fund Management 2026 Q2 0.01% Reduce −58.6% 4,467 $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

SEC filings

Recent issuer filings from EDGAR · 6 shown · open Filing / Doc on SEC.gov

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
8-K/A 5.02,5.07,9.01 Filing Doc
8-K 5.02,5.07,9.01 Filing Doc
DEFA14A Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 16 rows shown

Filed Form Detail Links
4 Period Sep 3, 2026 Filing Doc
4 Period Aug 19, 2026 · 2 forms Filing Doc
4 Period Aug 17, 2026 · 3 forms Filing Doc
4 Period Aug 15, 2026 · 5 forms Filing Doc
4 Period Aug 10, 2026 Filing Doc
4 Period Aug 4, 2026 Filing Doc
4 Period Aug 6, 2026 Filing Doc
4 Period Aug 3, 2026 · 2 forms Filing Doc
4 Period Aug 4, 2026 Filing Doc
4 Period Aug 3, 2026 Filing Doc
4 Period Aug 3, 2026 Filing Doc
4 Period Jul 15, 2026 Filing Doc
4 Period Jul 13, 2026 · 2 forms Filing Doc
4 Period Jul 7, 2026 Filing Doc
4 Period Jul 6, 2026 Filing Doc
4 Period Jul 1, 2026 Filing Doc

Updated 6 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders