
Insider and congress filings
Cloudflare, Inc. (NET)
NYSE · Technology · 280 insider transactions · 25 congress trades · last filed 7 days ago
About Cloudflare, Inc.
from the company's filings and listing, as of Oct 24, 2026- Exchange
- NYSE
- Sector
- Technology
- Industry
- Software - Infrastructure
- Chief executive
- Matthew Prince
- Employees
- 5,156
- Listed since
- -
- Market value
- $116.0B
- Price to earnings (12 mo)
- -
- Net income per share, as reported (12 mo)
- -$0.58
- Dividend yield
- -
Company news
2 articles · newest first| Headline | Source | Date |
|---|---|---|
| Cloudflare says more than 10 million developers are building on its platformThat count rose from 7.4 million in the prior quarter, according to the company. | Company release | Oct 20, 2026 |
| Cloudflare expands partner network to help enterprises deploy AICloudflare is partnering with professional service teams to train enterprise staff on AI tools in Cloudflare OS. | Company release | Oct 19, 2026 |
Written by GetSignal with AI from the company's own SEC filings and press releases; each article links to its source. Not investment advice. Company news from every company we cover
Earnings
6 reported quarters · next on Nov 5, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 6, 2026 | $0.29 | $0.27 | $696.1M | $664.7M | EPS beatRevenue beat |
| Q1 FY2026reported May 7, 2026 | $0.25 | $0.23 | $639.8M | $620.8M | EPS beatRevenue beat |
| Q4 FY2025reported Feb 10, 2026 | $0.28 | $0.27 | $614.5M | $591.3M | EPS beatRevenue beat |
| Q3 FY2025reported Oct 30, 2025 | $0.27 | $0.23 | $562.0M | $544.6M | EPS beatRevenue beat |
| Q2 FY2025reported Jul 31, 2025 | $0.21 | $0.18 | $512.3M | $501.3M | EPS beatRevenue beat |
| Q1 FY2025reported May 8, 2025 | $0.16 | $0.16 | $479.1M | $469.3M | EPS missRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Jun 9, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Matthew PrinceChief Executive Officer | $538K | $58.3M | $1.8M | $60.6M |
| Michelle ZatlynPresident | $538K | $58.3M | $1.3M | $60.0M |
| Thomas SeifertChief Financial Officer | $750K | $10.0M | $0 | $10.7M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. 1 executive who has since left the company is named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| Capital World Investors | $6.0B | 24,325,692 | +7.0% | 6.87% |
| BlackRock, Inc. | $5.3B | 21,598,907 | +2.4% | 6.10% |
| Vanguard Portfolio Management LLC | $4.1B | 16,819,726 | +4.9% | 4.75% |
| Morgan Stanley | $3.7B | 15,258,327 | -3.9% | 4.31% |
| Baillie Gifford & Co | $3.6B | 14,598,594 | -8.3% | 4.12% |
| Vanguard Capital Management LLC | $3.5B | 14,430,365 | +5.2% | 4.07% |
| FMR LLC | $3.1B | 12,655,471 | -6.7% | 3.57% |
| Capital International Investors | $2.7B | 10,981,005 | +0.8% | 3.10% |
| State Street Corp | $1.8B | 7,420,765 | +3.4% | 2.10% |
| Geode Capital Management, LLC | $1.5B | 5,963,905 | -0.5% | 1.68% |
| Jennison Associates LLC | $1.3B | 5,419,068 | +23.3% | 1.53% |
| JPMorgan Chase & Co. | $1.3B | 5,269,562 | -10.7% | 1.49% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding NET
2 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Two Sigma | $634.3M | 2,586,183 | 0.5% |
| Element Capital Management | $3.7M | 15,000 | 0.1% |
2 of the 97 fund managers we track list NET shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Open-market insider trades
12 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Thomas J. SeifertChief Financial Officer | Sold · scheduled · 7 lines | 12,500 | $299.59 | $3.7M | Oct 19, 2026filed Oct 19, 2026 | 0d |
| Carl LedbetterDirector | Sold · scheduled · 3 lines | 5,000 | $304.40 | $1.5M | Oct 19, 2026filed Oct 19, 2026 | 0d |
| Michelle ZatlynPresident and Board Co-Chair | Sold · scheduled · 7 lines | 33,003 | $348.29 | $11.5M | Oct 7, 2026filed Oct 7, 2026 | 0d |
| Michelle ZatlynPresident and Board Co-Chair | Sold · scheduled · 6 lines | 33,003 | $366.76 | $12.1M | Oct 6, 2026filed Oct 7, 2026 | 1d |
| Michelle ZatlynPresident and Board Co-Chair | Sold · scheduled · 8 lines | 33,003 | $352.60 | $11.6M | Oct 5, 2026filed Oct 7, 2026 | 2d |
| Carl LedbetterDirector | Sold · scheduled | 5,000 | $353.15 | $1.8M | Sep 22, 2026filed Sep 23, 2026 | 1d |
| Thomas J. SeifertChief Financial Officer | Sold · scheduled · 8 lines | 9,000 | $332.78 | $3.0M | Sep 17, 2026filed Sep 21, 2026 | 2d |
| Carl LedbetterDirector | Sold · scheduled · 4 lines | 5,000 | $312.22 | $1.6M | Sep 14, 2026filed Sep 15, 2026 | 1d |
| Michelle ZatlynPresident & Board Co-Chair | Sold · scheduled · 7 lines | 33,003 | $277.43 | $9.2M | Sep 8, 2026filed Sep 8, 2026 | 0d |
| Michelle ZatlynPresident & Board Co-Chair | Sold · scheduled · 4 lines | 33,003 | $281.67 | $9.3M | Sep 4, 2026filed Sep 8, 2026 | 1d |
| Michelle ZatlynPresident & Board Co-Chair | Sold · scheduled · 6 lines | 33,003 | $278.92 | $9.2M | Sep 3, 2026filed Sep 8, 2026 | 2d |
| Michelle ZatlynPresident and Board Co-Chair | Sold · scheduled · 3 lines | 6,305 | $279.85 | $1.8M | Aug 21, 2026filed Aug 21, 2026 | 0d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. Scheduled: set up in advance under a Rule 10b5-1 trading plan. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (16)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Thomas J. SeifertChief Financial Officer | Option exercise | 12,500 | Oct 19, 2026 |
| Thomas J. SeifertChief Financial Officer | Tax withholding | 2,944 | Oct 15, 2026 |
| Michelle ZatlynPresident and Board Co-Chair | Option exercise | 33,003 | Oct 6, 2026 |
| Michelle ZatlynPresident and Board Co-Chair | Option exercise | 33,003 | Oct 7, 2026 |
| Michelle ZatlynPresident and Board Co-Chair | Option exercise | 33,003 | Oct 5, 2026 |
| Michelle ZatlynPresident and Board Co-Chair | Conversion | 33,003 | Oct 7, 2026 |
| Thomas J. SeifertChief Financial Officer | Option exercise | 10,000 | Sep 17, 2026 |
| Thomas J. SeifertChief Financial Officer | Conversion | 10,000 | Sep 17, 2026 |
| Thomas J. SeifertChief Financial Officer | Tax withholding | 2,944 | Sep 15, 2026 |
| Michelle ZatlynPresident & Board Co-Chair | Option exercise | 33,003 | Sep 4, 2026 |
| Michelle ZatlynPresident & Board Co-Chair | Option exercise | 33,003 | Sep 8, 2026 |
| Michelle ZatlynPresident & Board Co-Chair | Option exercise | 33,003 | Sep 3, 2026 |
| Michelle ZatlynPresident & Board Co-Chair | Conversion | 33,003 | Sep 8, 2026 |
| Michelle ZatlynPresident and Board Co-Chair | Option exercise | 33,003 | Aug 20, 2026 |
| Michelle ZatlynPresident and Board Co-Chair | Option exercise | 33,003 | Aug 21, 2026 |
| Michelle ZatlynPresident and Board Co-Chair | Option exercise | 33,003 | Aug 19, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in NET
20 disclosures of 25 on record · median 26d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +8.1%After the saleS&P 500 -1.0% · +9.1 pts vs S&P 500 | Aug 18, 2026 | Sep 10, 2026 | 23d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +53.2%S&P 500 +2.3% · +50.9 pts vs S&P 500 | May 21, 2026 | Jun 9, 2026 | 19d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +71.3%After the saleS&P 500 +8.6% · +62.8 pts vs S&P 500 | Apr 15, 2026 | May 11, 2026 | 26d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +95.2%After the saleS&P 500 +10.7% · +84.5 pts vs S&P 500 | Feb 4, 2026 | Mar 16, 2026 | 40d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +83.7%S&P 500 +9.8% · +73.9 pts vs S&P 500 | Jan 30, 2026 | Feb 13, 2026 | 14d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +60.7%After the saleS&P 500 +10.1% · +50.7 pts vs S&P 500 | Dec 24, 2025 | Jan 12, 2026 | 19d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +65.7%S&P 500 +15.1% · +50.7 pts vs S&P 500 | Nov 18, 2025 | Dec 15, 2025 | 27d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +55.1%S&P 500 +14.4% · +40.7 pts vs S&P 500 | Oct 17, 2025 | Nov 18, 2025 | 32d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +47.2%S&P 500 +15.6% · +31.6 pts vs S&P 500 | Sep 12, 2025 | Oct 10, 2025 | 28d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +81.7%S&P 500 +27.5% · +54.1 pts vs S&P 500 | Jun 20, 2025 | Jul 16, 2025 | 26d |
| Jefferson Shreve | Stock | Sale | $15,001 - $50,000 | +128.8%After the saleS&P 500 +30.4% · +98.5 pts vs S&P 500 | May 12, 2025 | Jun 22, 2025 | 41d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +188.8%After the saleS&P 500 +42.0% · +146.8 pts vs S&P 500 | Apr 23, 2025 | May 12, 2025 | 19d |
| Robert Bresnahan | Stock | Sale | $1,001 - $15,000 | +234.3%After the saleS&P 500 +53.0% · +181.3 pts vs S&P 500 | Apr 8, 2025 | May 8, 2025 | 30d |
| Robert Bresnahan | Stock | Sale | $1,001 - $15,000 | +235.5%After the saleS&P 500 +50.1% · +185.5 pts vs S&P 500 | Apr 4, 2025 | Apr 22, 2025 | 18d |
| Robert Bresnahan | Stock | Purchase | $1,001 - $15,000 | +88.8%S&P 500 +25.6% · +63.2 pts vs S&P 500 | Feb 10, 2025 | Mar 7, 2025 | 25d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +268.2%S&P 500 +30.3% · +237.9 pts vs S&P 500 | Oct 22, 2024 | Nov 8, 2024 | 17d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +315.2%S&P 500 +38.9% · +276.3 pts vs S&P 500 | Jun 20, 2024 | Jul 8, 2024 | 18d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +317.9%S&P 500 +39.2% · +278.7 pts vs S&P 500 | Jun 21, 2024 | Jul 8, 2024 | 17d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +647.1%After the saleS&P 500 +93.0% · +554.1 pts vs S&P 500 | Dec 6, 2022 | Jan 6, 2023 | 31d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +552.2%S&P 500 +102.8% · +449.5 pts vs S&P 500 | Nov 2, 2022 | Dec 6, 2022 | 34d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in NET, filterable by party, chamber, type and account.
Members of Congress reporting a position
2 members · estimate, as of Oct 23, 20262 members report a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Mike Kennedy | Republican · House | $1,001 - $15,000 | 11.1% |
| Gilbert Ray Cisneros, Jr. | Democrat · House | $1,001 - $15,000 | <0.1% |
Estimate, as of Oct 23, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Are insiders buying or selling NET?
Across the 12 most recent open-market filings shown here, 0 were purchases and 12 were sales. 12 were scheduled in advance under a Rule 10b5-1 plan.
Which members of Congress have traded NET?
Gilbert Ray Cisneros, Jr., Ro Khanna, Josh Gottheimer, Jefferson Shreve and Robert Bresnahan disclosed NET transactions in the filings shown here.
Which members of Congress hold NET?
2 members of Congress report a position in NET in the estimate we hold as of Oct 23, 2026. The estimated positions belong to Mike Kennedy and Gilbert Ray Cisneros, Jr. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are NET trades disclosed?
Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 26 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
