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NET Cloudflare

Cloudflare earnings company data as of 2:06 PM ET 10/30

  • 1 of 1 EPS beats
  • 4 Owners
  • Max 0.5%

History

2 periods, newest first. Each row shows EPS above revenue.

Period Date Metric Estimate Actual Result
FY2026 Q3 5 Nov EPS 0.34 — —
Rev $738.1M — —
FY2026 Q2 6 Aug EPS 0.27 0.29 Beat +7.5%
Rev — $696.1M —

Who owns this now

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

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

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.

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 11 days ago. All on EDGAR

Estimates are consensus figures; SEC filings remain the official record. Not investment advice.