Insider and congress filings
Cloudflare, Inc. (NET)
About Cloudflare, Inc.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Technology
- Industry
- Software - Infrastructure
- Chief executive
- Matthew Prince
- Employees
- 5,156
- Listed since
- -
- Market value
- $111.5B
- Price to earnings
- -
- Earnings per share
- -$0.58
- Dividend yield
- -
Earnings
6 reported quarters · next on Oct 29, 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 |
| 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 marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 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 2025 proxy statement, current executives only. 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 | Change | Of company |
|---|---|---|---|---|
| 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% | 2.09% |
| 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 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Open-market insider trades
11 filings of 227 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Michelle ZatlynPresident & Board Co-Chair | Sold · scheduled · 4 lines | 33,003 | $281.67 | $9.3M | Sep 4, 2026 | 4d |
| Michelle ZatlynPresident & Board Co-Chair | Sold · scheduled · 7 lines | 33,003 | $277.43 | $9.2M | Sep 8, 2026 | 0d |
| Michelle ZatlynPresident & Board Co-Chair | Sold · scheduled · 6 lines | 33,003 | $278.92 | $9.2M | Sep 3, 2026 | 5d |
| Michelle ZatlynPresident and Board Co-Chair | Sold · 10 lines | 33,003 | $294.63 | $9.7M | Aug 19, 2026 | 2d |
| Michelle ZatlynPresident and Board Co-Chair | Sold · 8 lines | 33,003 | $277.43 | $9.2M | Aug 21, 2026 | 0d |
| Michelle ZatlynPresident and Board Co-Chair | Sold · 8 lines | 33,003 | $285.06 | $9.4M | Aug 20, 2026 | 1d |
| Alissa Michelle StarzakChief Legal Officer | Sold · 7 lines | 3,333 | $310.15 | $1.0M | Aug 17, 2026 | 2d |
| Alissa Michelle StarzakChief Legal Officer | Sold | 2,538 | $304.68 | $773K | Aug 18, 2026 | 1d |
| Janel RileyChief Accounting Officer | Sold · 7 lines | 1,667 | $310.36 | $517K | Aug 17, 2026 | 2d |
| Janel RileyChief Accounting Officer | Sold · 5 lines | 3,481 | $305.26 | $1.1M | Aug 18, 2026 | 1d |
| Thomas J. SeifertChief Financial Officer | Sold · 6 lines | 7,544 | $307.33 | $2.3M | Aug 17, 2026 | 2d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in NET
20 disclosures of 24 on record · median 26d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +47.8%S&P +2.6% · vs S&P 500 +45.1% | May 21, 2026 | Jun 9, 2026 | 19d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +65.2%S&P +8.9% · vs S&P 500 +56.3% | Apr 15, 2026 | May 11, 2026 | 26d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +88.3%S&P +11.1% · vs S&P 500 +77.2% | Feb 4, 2026 | Mar 16, 2026 | 40d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +77.2%S&P +10.2% · vs S&P 500 +67.0% | Jan 30, 2026 | Feb 13, 2026 | 14d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +55.0%S&P +10.4% · vs S&P 500 +44.6% | Dec 24, 2025 | Jan 12, 2026 | 19d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +59.9%S&P +15.5% · vs S&P 500 +44.4% | Nov 18, 2025 | Dec 15, 2025 | 27d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +49.6%S&P +14.8% · vs S&P 500 +34.9% | Oct 17, 2025 | Nov 18, 2025 | 32d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +42.0%S&P +16.0% · vs S&P 500 +26.0% | Sep 12, 2025 | Oct 10, 2025 | 28d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +75.2%S&P +28.0% · vs S&P 500 +47.3% | Jun 20, 2025 | Jul 16, 2025 | 26d |
| Jefferson Shreve | Stock | Sale | $15,001 - $50,000 | +120.7%S&P +30.8% · vs S&P 500 +89.9% | May 12, 2025 | Jun 22, 2025 | 41d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +178.5%S&P +42.4% · vs S&P 500 +136.1% | Apr 23, 2025 | May 12, 2025 | 19d |
| Robert Bresnahan | Stock | Sale | $1,001 - $15,000 | +222.4%S&P +53.5% · vs S&P 500 +169.0% | Apr 8, 2025 | May 8, 2025 | 30d |
| Robert Bresnahan | Stock | Sale | $1,001 - $15,000 | +223.6%S&P +50.6% · vs S&P 500 +173.1% | Apr 4, 2025 | Apr 22, 2025 | 18d |
| Robert Bresnahan | Stock | Purchase | $1,001 - $15,000 | +82.1%S&P +26.0% · vs S&P 500 +56.1% | Feb 10, 2025 | Mar 7, 2025 | 25d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +255.2%S&P +30.7% · vs S&P 500 +224.5% | Oct 22, 2024 | Nov 8, 2024 | 17d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +303.1%S&P +39.7% · vs S&P 500 +263.4% | Jun 21, 2024 | Jul 8, 2024 | 17d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +300.5%S&P +39.4% · vs S&P 500 +261.1% | Jun 20, 2024 | Jul 8, 2024 | 18d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +552.1%S&P +94.5% · vs S&P 500 +457.6% | Dec 6, 2022 | Jan 6, 2023 | 31d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +469.3%S&P +104.4% · vs S&P 500 +364.9% | Nov 2, 2022 | Dec 6, 2022 | 34d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +464.4%S&P +106.6% · vs S&P 500 +357.9% | Nov 3, 2022 | Dec 6, 2022 | 33d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
2 members · estimate, as of Sep 10, 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 |
|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Democrat · House | $1,001 - $15,000 | <0.1% |
| Mike Kennedy | Republican · House | $1,001 - $15,000 | 11.9% |
Estimate, as of Sep 10, 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.
Awards, option exercises and gifts (11)
| Insider | Event | Shares | Date |
|---|---|---|---|
| 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 19, 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 | Conversion | 33,003 | Aug 21, 2026 |
| Alissa Michelle StarzakChief Legal Officer | Option exercise | 3,333 | Aug 17, 2026 |
| Janel RileyChief Accounting Officer | Option exercise | 1,667 | Aug 17, 2026 |
| Thomas J. SeifertChief Financial Officer | Option exercise | 10,000 | Aug 17, 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.
Questions
Are insiders buying or selling NET?
Across the 11 most recent open-market filings shown here, 0 were purchases and 11 were sales. 3 were scheduled in advance under a Rule 10b5-1 plan.
Which members of Congress have traded NET?
Ro Khanna, Josh Gottheimer, Gilbert Ray Cisneros, Jr., Jefferson Shreve, 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 Sep 10, 2026. The two largest estimated positions belong to Gilbert Ray Cisneros, Jr. and Mike Kennedy. 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 2 days after the transaction, 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 Sep 10, 2026.