CLOUDFLARE INC NET
CL A COM · Common Stock · CUSIP 18915M107 · ISIN US18915M1071
American internet infrastructure and website security company
- SectorTechnology
- IndustryServices-Prepackaged Software
- HeadquartersSan Francisco, CA
- Founded2009
- Websitecloudflare.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($14.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $55.23. Options: 33 managers hold calls ($15.9bn notional), 34 hold puts ($483.3m).
Biggest calls
| Value Star Asset Management (Hong Kong) Ltd | — | $15.4bn279.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $79.2m1.4m shares |
| Parallax Volatility Advisers, L.P. | — | $62.1m1.1m shares |
| CITADEL ADVISORS LLC | — | $60.0m1.1m shares |
| GROUP ONE TRADING LLC | — | $39.9m720.8k shares |
| JANE STREET GROUP, LLC | — | $39.8m718.8k shares |
| Walleye Trading LLC | — | $32.5m587.2k shares |
| D. E. Shaw & Co., Inc. | — | $26.8m483.8k shares |
| SIMPLEX TRADING, LLC | — | $24.8m447.7k shares |
| PEAK6 Investments LLC | — | $20.1m363.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $73.3m1.3m shares |
| Parallax Volatility Advisers, L.P. | — | $65.6m1.2m shares |
| CITADEL ADVISORS LLC | — | $49.4m892.8k shares |
| Twin Tree Management, LP | — | $35.4m640.3k shares |
| WOLVERINE ASSET MANAGEMENT LLC | — | $34.0m614.7k shares |
| Walleye Trading LLC | — | $28.0m505.6k shares |
| CTC LLC | — | $24.6m4.5k shares |
| JANE STREET GROUP, LLC | — | $20.0m361.8k shares |
| D. E. Shaw & Co., Inc. | — | $19.4m351.1k shares |
| SIMPLEX TRADING, LLC | — | $19.1m345.4k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Prince Matthew 13G · exempt (held before listing) filed 2026-02-13 | 7.7% |
| Capital World Investors 13G · institution -4.2 pts · filed 2026-05-14 | 7.3% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
Fell to 5% or below in the last year: BAILLIE GIFFORD & CO (4.6%, 2026-07-24), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC), MORGAN STANLEY (5.3%, 2026-02-12)
Insider purchases and sales in Q3 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2020 | 0 | — | 0 | — | — |
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 8 | $191.4m | — |
| Q1 2022 | 0 | — | 9 | $83.1m | — |
| Q2 2022 | 1 | $941.6k | 8 | $57.6m | — |
| Q3 2022 | 0 | — | 3 | $31.1m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-09-13 | Prince Matthew CEO & Chair of the Board, director · See footnote | Sold | $3.2m52.4k shares |
| 2022-09-12 | Prince Matthew CEO & Chair of the Board, director · See footnote | Sold | $3.5m52.4k shares |
| 2022-09-09 | Prince Matthew CEO & Chair of the Board, director · See footnote | Sold | $3.5m52.4k shares |
| 2022-09-01 | Kramer Douglas James General Counsel | Sold | $396.7k6.5k shares |
| 2022-08-15 | Prince Matthew CEO & Chair of the Board, director · See footnote | Sold | $4.1m52.4k shares |
| 2022-08-12 | Prince Matthew CEO & Chair of the Board, director · See footnote | Sold | $4.0m52.4k shares |
| 2022-08-11 | Prince Matthew CEO & Chair of the Board, director · See footnote | Sold | $4.0m52.4k shares |
| 2022-08-05 | Underwood Paul D. Chief Accounting Officer | Sold | $420.0k6.0k shares |
| 2022-07-08 | Prince Matthew CEO & Chair of the Board, director · See footnote | Sold | $2.7m52.4k shares |
| 2022-07-07 | Prince Matthew CEO & Chair of the Board, director · See footnote | Sold | $2.7m52.4k shares |
| 2022-07-06 | Prince Matthew CEO & Chair of the Board, director · See footnote | Sold | $2.6m52.4k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.25% of their portfolio | 33.1m $1.8bn | — |
| VANGUARD GROUP INC 0.04% of their portfolio | 25.3m $1.4bn | — |
| BAILLIE GIFFORD & CO 1.41% of their portfolio | 24.7m $1.4bn | — |
| FMR LLC 0.11% of their portfolio | 19.5m $1.1bn | — |
| SANDS CAPITAL MANAGEMENT, LLC 3.31% of their portfolio | 16.0m $882.5m | — |
| BlackRock Inc. 0.03% of their portfolio | 14.3m $791.8m | — |
| Capital World Investors 0.10% of their portfolio | 8.1m $446.3m | — |
| FIRST TRUST ADVISORS LP 0.40% of their portfolio | 5.6m $309.5m | — |
| STATE STREET CORP 0.02% of their portfolio | 5.5m $304.9m | — |
| Legal & General Group Plc 0.08% of their portfolio | 3.6m $200.7m | — |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 3.5m $194.2m | — |
| FRANKLIN RESOURCES INC 0.10% of their portfolio | 3.4m $189.9m | — |
| GILDER GAGNON HOWE & CO LLC 2.89% of their portfolio | 3.0m $165.8m | — |
| NORGES BANK 0.04% of their portfolio | 2.4m $133.5m | — |
| VOYA INVESTMENT MANAGEMENT LLC 0.16% of their portfolio | 2.4m $131.4m | — |
| NEA Management Company, LLC 5.18% of their portfolio | 1.9m $103.8m | — |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 1.8m $100.2m | — |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.7m $91.7m | — |
| TWO SIGMA ADVISERS, LP 0.25% of their portfolio | 1.5m $85.5m | — |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 1.5m $84.0m | — |
| Sumitomo Mitsui Trust Group, Inc. 0.07% of their portfolio | 1.5m $82.0m | — |
| Strategy Capital LLC 13.88% of their portfolio | 1.5m $81.3m | — |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 1.4m $77.0m | — |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.3m $73.9m | — |
| MACQUARIE GROUP LTD 0.09% of their portfolio | 1.3m $72.1m | — |
| Alfreton Capital LLP 45.41% of their portfolio | 1.3m $71.9m | — |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.37% of their portfolio | 1.3m $69.3m | — |
| Mitsubishi UFJ Trust & Banking Corp 0.19% of their portfolio | 1.2m $69.0m | — |
| ETF MANAGERS GROUP, LLC 2.14% of their portfolio | 1.2m $66.7m | — |
| Swiss National Bank 0.04% of their portfolio | 1.1m $60.7m | — |
| JANE STREET GROUP, LLC 0.11% of their portfolio | 1.1m $58.9m | — |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.1m $58.7m | — |
| Polar Capital Holdings Plc 0.37% of their portfolio | 1.0m $57.8m | — |
| Invesco Ltd. 0.02% of their portfolio | 1.0m $55.7m | — |
| SW Investment Management LLC 27.79% of their portfolio | 1.0m $55.3m | — |
| Optimus Prime Fund Management Co., Ltd. 7.01% of their portfolio | 976.6k $54.0m | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 927.7k $51.3m | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 892.5k $49.4m | — |
| BESSEMER GROUP INC 0.13% of their portfolio | 884.0k $48.9m | — |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 797.6k $44.1m | — |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 773.6k $42.8m | — |
| BAMCO INC /NY/ 0.14% of their portfolio | 764.5k $42.3m | — |
| Amova Asset Management Americas, Inc. 0.53% of their portfolio | 740.9k $41.1m | — |
| CREDIT SUISSE AG/ 0.04% of their portfolio | 711.2k $39.3m | — |
| LONG WALK MANAGEMENT LP 35.85% of their portfolio | 674.0k $37.3m | — |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 614.0k $36.5m | — |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 605.7k $33.5m | — |
| D. E. Shaw & Co., Inc. 0.06% of their portfolio | 589.1k $32.6m | — |
| California Public Employees Retirement System 0.03% of their portfolio | 573.4k $31.7m | — |
| LORD, ABBETT & CO. LLC 0.11% of their portfolio | 544.4k $30.1m | — |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 517.8k $28.7m | — |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.93% of their portfolio | 517.3k $28.6m | — |
| LA FINANCIERE DE L'ECHIQUIER 1.81% of their portfolio | 516.0k $28.5m | — |
| Amundi 0.02% of their portfolio | 468.3k $28.5m | — |
| PERSONAL CAPITAL ADVISORS CORP 0.14% of their portfolio | 453.5k $25.1m | — |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 428.4k $23.7m | — |
| National Pension Service 0.04% of their portfolio | 388.0k $21.3m | — |
| UBS Group AG 0.01% of their portfolio | 353.3k $19.5m | — |
| Whetstone Capital Advisors, LLC 11.81% of their portfolio | 346.1k $19.1m | — |
| WOLVERINE ASSET MANAGEMENT LLC 0.27% of their portfolio | 332.7k $18.4m | — |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 318.9k $17.6m | — |
| BERKSHIRE CAPITAL HOLDINGS INC 6.94% of their portfolio | 312.4k $17.3m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 310.9k $17.2m | — |
| ARK Investment Management LLC 0.12% of their portfolio | 310.3k $17.2m | — |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.04% of their portfolio | 302.6k $16.7m | — |
| EATON VANCE MANAGEMENT 0.02% of their portfolio | 299.8k $16.6m | — |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 293.8k $16.3m | — |
| Allianz Asset Management GmbH 0.04% of their portfolio | 285.6k $15.8m | — |
| CANADA LIFE ASSURANCE Co 0.04% of their portfolio | 280.1k $15.5m | — |
| Privium Fund Management B.V. 5.81% of their portfolio | 279.9k $15.4m | — |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.05% of their portfolio | 279.4k $15.5m | — |
| Cota Capital Management, LLC 7.82% of their portfolio | 274.8k $15.2m | — |
| Atika Capital Management LLC 1.58% of their portfolio | 252.5k $14.0m | — |
| Duquesne Family Office LLC 0.79% of their portfolio | 249.3k $13.8m | — |
| TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio | 240.9k $13.3m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 239.3k $13.2m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 233.7k $12.9m | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 228.2k $12.6m | — |
| Alberta Investment Management Corp 0.10% of their portfolio | 226.0k $12.5m | — |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 225.6k $12.7m | — |
| HBK Sorce Advisory LLC 0.00% of their portfolio | 224.8k $9.0k | — |
| HRT FINANCIAL LP 0.13% of their portfolio | 218.5k $12.1m | — |
| AVIVA PLC 0.07% of their portfolio | 213.8k $11.8m | — |
| NZS Capital, LLC 1.09% of their portfolio | 213.3k $11.8m | — |
| KBC Group NV 0.06% of their portfolio | 209.9k $11.6m | — |
| Vontobel Holding Ltd. 0.13% of their portfolio | 202.0k $11.2m | — |
| Allen Investment Management, LLC 0.19% of their portfolio | 195.5k $10.8m | — |
| GABELLI FUNDS LLC 0.09% of their portfolio | 194.0k $10.7m | — |
| RPG Investment Advisory, LLC 2.15% of their portfolio | 180.6k $10.0m | — |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 177.9k $9.8m | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 169.5k $9.4m | — |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 168.1k $9.3m | — |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 166.2k $9.2m | — |
| Frank, Rimerman Advisors LLC 0.06% of their portfolio | 166.1k $172.6k | — |
| Twin Tree Management, LP 0.25% of their portfolio | 165.7k $9.2m | — |
| 12 West Capital Management LP 0.81% of their portfolio | 165.0k $9.1m | — |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 160.8k $8.9m | — |
| Matrix Capital Management Company, LP 0.17% of their portfolio | 160.0k $8.8m | — |
| State of New Jersey Common Pension Fund D 0.03% of their portfolio | 150.3k $8.3m | — |
| Liontrust Investment Partners LLP 0.13% of their portfolio | 150.0k $8.3m | — |