NET at a glance
Cloudflare Inc (NET, SEC CIK 1477333) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 13, 2026 and Form 4 insider filings as recently as September 23, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Cloudflare Inc (NET) reported revenue of $2.2 billion (up 29.8% from FY2024) and a net loss of $102.3 million. Diluted EPS was -$0.29.
- As of June 30, 2026, 44 institutional investment managers tracked by SignalX reported holding Cloudflare Inc (NET) shares worth $29.8 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Ledbetter Carl on September 22, 2026 of 5,000 shares at $353.15 per share.
- In the last 90 days, NET insiders reported 0 open-market purchases ($0) and 234 open-market sales ($163.9M) on Form 4, a net sale of $163.9M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.2B
- +29.8% vs prior year
- Insiders · 90 days
- 0 buys · 234 sells
- Net −$163.9M
- 13F holders
- 44 funds
- $29.8B · +4 vs prior quarter
- Latest 10-Q
- Aug 6, 2026
- Quarterly report
SignalX for NET
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Ledbetter Carl | Sell | Sep 22, 2026 | 5,000 | $353.15 |
| SEIFERT THOMAS J | C | Sep 17, 2026 | 10,000 | - |
| SEIFERT THOMAS J | Sell | Sep 17, 2026 | 100 | $318.90 |
| SEIFERT THOMAS J | Sell | Sep 17, 2026 | 100 | $320.89 |
| SEIFERT THOMAS J | Sell | Sep 17, 2026 | 100 | $326.56 |
| SEIFERT THOMAS J | Sell | Sep 17, 2026 | 300 | $328.04 |
| SEIFERT THOMAS J | Sell | Sep 17, 2026 | 700 | $329.37 |
| SEIFERT THOMAS J | Sell | Sep 17, 2026 | 700 | $330.23 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $1.3B | $1.7B | $2.2B |
| Gross Profit | - | $1.3B | $1.6B |
| Operating Income | - | -$154.8M | -$207.2M |
| Net Income | - | -$78.8M | -$102.3M |
| Gross Margin | - | 77.3% | 74.5% |
| Op. Margin | - | -9.3% | -9.6% |
| Net Margin | - | -4.7% | -4.7% |
| Balance Sheet | |||
| Total Assets | - | $3.3B | $6.0B |
| Equity | - | $1.0B | $1.5B |
| ROE | - | -7.5% | -7.0% |
| Per Share | |||
| EPS | - | $-0.23 | $-0.29 |
| Cash Flow | |||
| Operating CF | - | $380.4M | $603.1M |
| CapEx | $114.4M | $185.0M | $315.6M |
Source: XBRL data in Cloudflare Inc (NET)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate NET share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 44 | $29.76B |
| Q1 2026 | 40 | $24.66B |
| Q4 2025 | 39 | $25.88B |
| Q3 2025 | 40 | $30.85B |
| Q2 2025 | 37 | $25.01B |
| Q1 2025 | 35 | $10.65B |
| Q4 2024 | 30 | $6.88B |
| Q3 2024 | 26 | $1.55B |
- AQR Capital Management+1.17M (+129%)
- Vanguard Portfolio Management LLC+779.8K (+5%)
- Vanguard Capital Management LLC+714.2K (+5%)
- D.E. Shaw & Co+660.6K (+51%)
- Goldman Sachs Group+619.6K (+25%)
- Citadel Advisors LLC−1.45M (-75%)
- FMR LLC (Fidelity)−905.0K (-7%)
- JPMorgan Chase & Co−633.2K (-11%)
- Morgan Stanley−625.0K (-4%)
- Two Sigma Investments−233.7K (-8%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 291 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
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NET SEC filings: frequently asked questions
Are NET insiders buying or selling?
In the last 90 days, Cloudflare Inc (NET) officers, directors and 10% owners reported no open-market purchases and 234 open-market sales worth $163.9 million by 8 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold NET stock?
As of June 30, 2026, the largest Cloudflare Inc (NET) holders among the 13F filers tracked by SignalX were BlackRock ($5.3 billion), Vanguard Portfolio Management LLC ($4.1 billion), Morgan Stanley ($3.7 billion), Vanguard Capital Management LLC ($3.5 billion), FMR LLC (Fidelity) ($3.1 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was NET's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Cloudflare Inc (NET) reported revenue of $2.2 billion (up 29.8% from FY2024) and a net loss of $102.3 million. Diluted EPS was -$0.29. The figures come from the XBRL data in the 10-K.
What are the latest NET SEC filings?
Cloudflare Inc (NET) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 13, 2026 and a Form 4 insider filing on September 23, 2026.
What is NET's SEC CIK number?
Cloudflare Inc (NET)'s SEC Central Index Key (CIK) is 1477333. EDGAR lists every NET filing under that number.
Ask anything about NET
The research agent reads NET's filings, financials, insider trades and 13F holders, then answers with sources.