Cloudflare, Inc. (NET) Insider Trading
Over the last 3 months, NET insiders made 0 open-market buys and 167 sales, a net sale of -$159.9M (SEC Form 4). Over the last 6 months, 989 institutions increased and 687 reduced their position (13F).
Insider Activity
Sentiment
0/100
Buys (3m)
0
Sells (3m)
167
Net (3m)
-$159.9M
Insider trades by month Buys Sells
Mar
Apr
May
Jun
Context3-month price +42.7%Institutions accumulating (13F)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 2, 2026 | Ledbetter Carldirector | Sell | 4,249 | $247.52 |
| Jun 2, 2026 | Ledbetter Carldirector | Sell | 4,851 | $245.44 |
| Jun 2, 2026 | Ledbetter Carldirector | Sell | 100 | $248.31 |
| Jun 2, 2026 | Hawkins Mark Jdirector | Sell | 133 | $246.42 |
| Jun 2, 2026 | Ledbetter Carldirector | Sell | 3,200 | $246.73 |
| Jun 2, 2026 | Ledbetter Carldirector | Sell | 2,600 | $243.94 |
| Jun 1, 2026 | Starzak Alissa Michelleofficer: Chief Legal Officer | Sell | 1,296 | $213.30 |
| Jun 1, 2026 | Starzak Alissa Michelleofficer: Chief Legal Officer | Sell | 4,520 | $215.01 |
| Jun 1, 2026 | Starzak Alissa Michelleofficer: Chief Legal Officer | Sell | 3,264 | $216.12 |
| Jun 1, 2026 | Starzak Alissa Michelleofficer: Chief Legal Officer | Option | 10,001 | $77.70 |
| Jun 1, 2026 | Starzak Alissa Michelleofficer: Chief Legal Officer | Sell | 5,721 | $217.21 |
| Jun 1, 2026 | Starzak Alissa Michelleofficer: Chief Legal Officer | Sell | 1,442 | $218.13 |
| May 27, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 3,246 | $213.53 |
| May 27, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 5,036 | $211.34 |
| May 27, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 11,415 | $214.62 |
| May 27, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 7,801 | $208.45 |
| May 27, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 431 | $213.25 |
| May 27, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 2,299 | $209.15 |
| May 27, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 1,584 | $214.83 |
| May 27, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 314 | $216.24 |
| May 27, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 8,273 | $215.46 |
| May 27, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 5,143 | $210.26 |
| May 27, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 1,700 | $215.55 |
| May 27, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 979 | $216.22 |
| May 27, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Option | 25,641 | $2.04 |
| May 27, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 5,561 | $211.54 |
| May 27, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 3,150 | $212.49 |
| May 27, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 4,931 | $212.49 |
| May 27, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 4,602 | $209.30 |
| May 27, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 2,711 | $211.20 |
Source: NET SEC Form 4 filings, latest Jun 2, 2026. For informational purposes only — not investment advice.
Institutional activity (13F)
How institutions changed their NET positions over the last 6 months (SEC Form 13F).
Increased
989
New positions
320
Reduced
687
Sold out
235
Largest moves
| Institution | Action | Shares | Filed |
|---|---|---|---|
| CAPITAL WORLD INVESTORS | Reduced | 35.8M | Feb 11, 2026 |
| VANGUARD GROUP INC | Increased | 32.4M | Jan 29, 2026 |
| CAPITAL WORLD INVESTORS | Reduced | 22.7M | May 13, 2026 |
| BLACKROCK, INC. | Increased | 22.7M | Feb 12, 2026 |
| BLACKROCK, INC. | Reduced | 21.1M | May 13, 2026 |
| MORGAN STANLEY | Reduced | 18.0M | Feb 13, 2026 |
| BAILLIE GIFFORD & CO | Reduced | 16.8M | Jan 23, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | New Position | 16.0M | May 8, 2026 |
| BAILLIE GIFFORD & CO | Reduced | 15.9M | May 8, 2026 |
| MORGAN STANLEY | Reduced | 15.9M | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | New Position | 13.7M | May 15, 2026 |
| JPMORGAN CHASE & CO | Increased | 13.6M | Feb 11, 2026 |
| FMR LLC | Increased | 13.6M | May 15, 2026 |
| FMR LLC | Reduced | 12.8M | Feb 17, 2026 |
| CAPITAL INTERNATIONAL INVESTORS | New Position | 10.9M | May 13, 2026 |
Source: SEC Form 13F filings. For informational purposes only — not investment advice.