NET
Cloudflare, Inc.
NYSE · USTechnologySoftware - Infrastructure
$272.36-1.91%
Price as of Jul 20, 2026
NET ownership
Cloudflare, Inc. ownership & insider activity
Latest available institutional positioning and SEC Form 4 insider transactions, coalesced at the company entity level when listings share coverage.
Insider Activity
Sentiment
0/100
Buys (3m)
0
Sells (3m)
183
Net (3m)
-$142.7M
Insider trades by month Buys Sells
May
Jun
Jul
Context3-month price +33.8%Institutions accumulating (13F)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 17, 2026 | SEIFERT THOMAS Jofficer: Chief Financial Officer | Sell | 800 | $279.91 |
| Jul 17, 2026 | SEIFERT THOMAS Jofficer: Chief Financial Officer | Sell | 1,559 | $275.79 |
| Jul 17, 2026 | SEIFERT THOMAS Jofficer: Chief Financial Officer | Sell | 1,201 | $278.76 |
| Jul 17, 2026 | SEIFERT THOMAS Jofficer: Chief Financial Officer | Tax | 2,943 | $281.75 |
| Jul 17, 2026 | SEIFERT THOMAS Jofficer: Chief Financial Officer | Option | 10,000 | $2.04 |
| Jul 17, 2026 | SEIFERT THOMAS Jofficer: Chief Financial Officer | Sell | 200 | $266.19 |
| Jul 17, 2026 | SEIFERT THOMAS Jofficer: Chief Financial Officer | Sell | 500 | $274.60 |
| Jul 17, 2026 | SEIFERT THOMAS Jofficer: Chief Financial Officer | Sell | 100 | $267.76 |
| Jul 17, 2026 | SEIFERT THOMAS Jofficer: Chief Financial Officer | Sell | 3,299 | $277.68 |
| Jul 17, 2026 | SEIFERT THOMAS Jofficer: Chief Financial Officer | Sell | 1,741 | $276.63 |
| Jul 17, 2026 | SEIFERT THOMAS Jofficer: Chief Financial Officer | Sell | 300 | $270.50 |
| Jul 15, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 1,626 | $279.26 |
| Jul 15, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 1,294 | $278.07 |
| Jul 15, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 517 | $268.68 |
| Jul 15, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 7,931 | $264.03 |
| Jul 15, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 8,444 | $286.66 |
| Jul 15, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 1,292 | $272.75 |
| Jul 15, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 1,246 | $267.17 |
| Jul 15, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Option | 33,003 | $2.04 |
| Jul 15, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 756 | $289.88 |
| Jul 15, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 5,248 | $284.68 |
| Jul 15, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 1,702 | $275.91 |
| Jul 15, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 4,948 | $267.97 |
| Jul 15, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 2,671 | $276.93 |
| Jul 15, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 6,157 | $265.88 |
| Jul 15, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 1,957 | $273.95 |
| Jul 15, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 2,861 | $282.13 |
| Jul 15, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 5,093 | $280.13 |
| Jul 15, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 6,446 | $264.79 |
| Jul 15, 2026 | Zatlyn Michelledirector, officer: President and Board Co-Chair | Sell | 7,201 | $285.81 |
Source: NET SEC Form 4 filings, latest Jul 17, 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
949
New positions
365
Reduced
709
Sold out
237
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.