NET · Insider trading · 13F holders · Congress trades
Cloudflare, Inc. (NET)
Who is buying and selling NET: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 188
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $174.2M
- Congress trades, 12 months
- 7
NET at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 8 NET insiders filed 19 sales worth $174.2M on SEC Form 4, and no open-market purchases; 19 of the sales were pre-planned under Rule 10b5-1.
- 188 13F filers hold NET among their 50 largest positions, worth $23.3B combined, including Hamilton Helmer, Spencer Waxman and John Overdeck and David Siegel. The biggest bets by portfolio weight are Whetstone Capital Advisors, LLC (19.0%), Hamilton Helmer (16.7%) and Flight Deck Capital, LP (10.7%). In their latest 13Fs, 14 managers opened a new position and 30 added to one.
- Members of Congress have disclosed 12 NET trades since 2025, 4 purchases and 3 sales in the past year; the latest was Gilbert Ray Cisneros, Jr. (D-CA), selling $1K–15K on Aug 18, 2026.
- NET last closed at $310.30 on Oct 29, 2026.
NET insider trading
Between Aug 1, 2026 and Oct 29, 2026, 8 NET insiders filed 19 sales worth $174.2M on SEC Form 4, and no open-market purchases; 19 of the sales were pre-planned under Rule 10b5-1.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Oct 19, 2026 | Seifert Thomas J | Chief Financial Officer | Sale10b5-1 | 12,500 | $299.59 | $3.7M | SEC |
| Oct 19, 2026 | Ledbetter Carl | Director | Sale10b5-1 | 5,000 | $304.40 | $1.5M | SEC |
| Oct 7, 2026 | Zatlyn Michelle | President and Board Co-Chair, Director | Sale10b5-1 | 99,009 | $355.88 | $35.2M | SEC |
| Sep 23, 2026 | Ledbetter Carl | Director | Sale10b5-1 | 5,000 | $353.15 | $1.8M | SEC |
| Sep 21, 2026 | Seifert Thomas J | Chief Financial Officer | Sale10b5-1 | 10,000 | $332.46 | $3.3M | SEC |
| Sep 15, 2026 | Ledbetter Carl | Director | Sale10b5-1 | 5,000 | $312.22 | $1.6M | SEC |
| Sep 8, 2026 | Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR, Director | Sale10b5-1 | 99,009 | $279.34 | $27.7M | SEC |
| Aug 21, 2026 | Zatlyn Michelle | President and Board Co-Chair, Director | Sale10b5-1 | 99,009 | $285.71 | $28.3M | SEC |
| Aug 19, 2026 | Seifert Thomas J | Chief Financial Officer | Sale10b5-1 | 10,000 | $307.32 | $3.1M | SEC |
| Aug 19, 2026 | Starzak Alissa Michelle | Chief Legal Officer | Sale10b5-1 | 5,871 | $307.79 | $1.8M | SEC |
| Aug 19, 2026 | Riley Janel | Chief Accounting Officer | Sale10b5-1 | 5,148 | $306.91 | $1.6M | SEC |
| Aug 11, 2026 | Graham-Cumming John | Director | Sale10b5-1 | 2,520 | $303.97 | $766K | SEC |
| Aug 6, 2026 | Seifert Thomas J | Chief Financial Officer | Sale10b5-1 | 55,000 | $300.30 | $16.5M | SEC |
| Aug 6, 2026 | Ledbetter Carl | Director | Sale10b5-1 | 5,000 | $281.98 | $1.4M | SEC |
| Aug 5, 2026 | Prince Matthew | CEO & Board Co-Chair, Director, 10% Owner | Sale10b5-1 | 51,034 | $297.58 | $15.2M | SEC |
| Aug 5, 2026 | Prince Matthew | CEO & Board Co-Chair, Director, 10% Owner | Sale10b5-1 | 52,383 | $283.42 | $14.8M | SEC |
| Aug 5, 2026 | Prince Matthew | CEO & Board Co-Chair, Director, 10% Owner | Sale10b5-1 | 33,631 | $296.10 | $10.0M | SEC |
| Aug 5, 2026 | Prince Matthew | CEO & Board Co-Chair, Director, 10% Owner | Sale10b5-1 | 20,101 | $296.89 | $6.0M | SEC |
| Aug 4, 2026 | Hawkins Mark J | Director | Sale10b5-1 | 133 | $277.74 | $37K | SEC |
Who owns NET? Hedge funds and superinvestors
188 13F filers hold NET among their 50 largest positions, worth $23.3B combined, including Hamilton Helmer, Spencer Waxman and John Overdeck and David Siegel. The biggest bets by portfolio weight are Whetstone Capital Advisors, LLC (19.0%), Hamilton Helmer (16.7%) and Flight Deck Capital, LP (10.7%). In their latest 13Fs, 14 managers opened a new position and 30 added to one.
Superinvestors holding NET: Hamilton Helmer 16.7% · Spencer Waxman 0.5% · John Overdeck and David Siegel 0.5%
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Capital World InvestorsAsset manager | 0.7% | $6.0B | 24,325,692 | +7.0% shares | Q2 2026 |
| Baillie Gifford & CoHedge fund | 3.2% | $3.6B | 14,598,594 | -8.3% shares | Q2 2026 |
| Capital International InvestorsAsset manager | 0.6% | $2.7B | 10,981,005 | — | Q2 2026 |
| Jennison Associates LLCMutual fund manager | 0.8% | $1.3B | 5,419,068 | +23.3% shares | Q2 2026 |
| American Century Companies IncInvestment manager | 0.5% | $1.1B | 4,286,156 | +18.2% shares | Q2 2026 |
| First Trust Advisors LPMutual fund manager | 0.5% | $921.4M | 3,756,643 | -0.5% shares | Q2 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainBank & trust | 0.7% | $902.1M | 3,677,783 | -18.3% shares | Q2 2026 |
| Sands Capital Management, LLCHedge fund | 3.0% | $794.6M | 3,239,504 | -11.5% shares | Q2 2026 |
| John Overdeck and David SiegelHedge fund | 0.5% | $634.3M | 2,586,183 | -8.3% shares | Q2 2026 |
| Voya Investment Management LLCInstitutional asset manager | 0.5% | $569.3M | 2,322,031 | -19.4% shares | Q2 2026 |
| Pictet Asset Management Holding SAHedge fund | 0.4% | $441.0M | 1,798,113 | — | Q2 2026 |
| Gilder Gagnon Howe & Co LLCWealth manager | 4.2% | $409.2M | 1,668,352 | -6.2% shares | Q2 2026 |
| Polar Capital Holdings PlcHedge fund | 0.9% | $304.3M | 1,240,516 | +6.6% shares | Q2 2026 |
| Hamilton HelmerHedge fund | 16.7% | $271.3M | 1,106,100 | -2.9% shares | Q2 2026 |
| Menora Mivtachim Holdings Ltd.Investment manager | 0.9% | $241.2M | 983,250 | — | Q2 2026 |
| Westfield Capital Management Co LPAsset manager | 0.7% | $204.9M | 835,502 | — | Q2 2026 |
| Penserra Capital Management LLCMutual fund manager | 1.5% | $200.2M | 816,098 | +12.0% shares | Q2 2026 |
| Phoenix Financial Ltd.Investment manager | 1.4% | $198.1M | 807,564 | +150.9% shares | Q2 2026 |
| Amanah Holdings TrustInvestment manager | 7.9% | $141.0M | 405,992 | New | Q3 2026 |
| Lingotto Investment Management LLPHedge fund | 2.3% | $131.5M | 378,561 | +26.2% shares | Q3 2026 |
| Fred Alger Management, LLCMutual fund manager | 0.4% | $117.8M | 480,127 | -10.8% shares | Q2 2026 |
| Tremblant Capital GroupAsset manager | 2.7% | $94.4M | 384,993 | +30.9% shares | Q2 2026 |
| Peregrine Capital Management LLCAsset manager | 3.1% | $94.4M | 384,759 | -4.3% shares | Q2 2026 |
| Amova Asset Management Americas, Inc.Hedge fund | 1.1% | $86.6M | 353,182 | -15.7% shares | Q2 2026 |
| Whittier Trust CoBank & trust | 0.8% | $85.4M | 344,815 | +1.1% shares | Q2 2026 |
| USS Investment Management LtdAsset manager | 0.3% | $81.1M | 330,566 | — | Q2 2026 |
| Allen Investment Management, LLCWealth manager | 1.0% | $80.5M | 328,347 | -4.3% shares | Q2 2026 |
| Capital International SarlAsset manager | 1.1% | $75.7M | 308,809 | +10.7% shares | Q2 2026 |
| Defiance ETFs, LLCMutual fund manager | 1.0% | $74.9M | 304,017 | +53.4% shares | Q2 2026 |
| Optiver Holding B.V.Broker-dealer | 1.1% | $74.9M | 305,258 | — | Q2 2026 |
The 30 largest of 188 positions, by value. Each manager counts with its latest 13F (Q3 2026: 71, Q2 2026: 117). Screen NET in the grand portfolio →
NET stock trades by members of Congress
Members of Congress have disclosed 12 NET trades since 2025, 4 purchases and 3 sales in the past year; the latest was Gilbert Ray Cisneros, Jr. (D-CA), selling $1K–15K on Aug 18, 2026.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Sep 10, 2026 | Gilbert Ray Cisneros, Jr.D-CA · House | Sale | $1K–15K | Aug 18, 2026 | -7.0% |
| Mar 16, 2026 | Josh GottheimerD-NJ · House | Sale | $1K–15K | Feb 4, 2026 | +68.0% |
| Feb 13, 2026 | Gilbert Ray Cisneros, Jr.D-CA · House | Buy | $1K–15K | Jan 30, 2026 | +58.0% |
| Jan 12, 2026 | Gilbert Ray Cisneros, Jr.D-CA · House | Sale | $1K–15K | Dec 24, 2025 | +38.3% |
| Dec 15, 2025 | Gilbert Ray Cisneros, Jr.D-CA · House | Buy | $1K–15K | Nov 18, 2025 | +42.6% |
| Nov 18, 2025 | Gilbert Ray Cisneros, Jr.D-CA · House | Buy | $1K–15K | Oct 17, 2025 | +33.5% |
| Oct 10, 2025 | Gilbert Ray Cisneros, Jr.D-CA · House | Buy | $1K–15K | Sep 12, 2025 | +26.6% |
| Jul 16, 2025 | Josh GottheimerD-NJ · House | Buy | $1K–15K | Jun 20, 2025 | +56.3% |
| Jun 22, 2025 | Jefferson ShreveR-IN · House | Sale | $15K–50K | May 12, 2025 | +96.9% |
| May 8, 2025 | Robert P. Bresnahan, Jr.R-PA · House | Sale | $1K–15K | Apr 8, 2025 | +187.6% |
| Apr 22, 2025 | Robert P. Bresnahan, Jr.R-PA · House | Sale | $1K–15K | Apr 4, 2025 | +188.7% |
| Mar 7, 2025 | Robert P. Bresnahan, Jr.R-PA · House | Buy | $1K–15K | Feb 10, 2025 | +62.5% |
4 members have traded NET: Gilbert Ray Cisneros, Jr., Josh Gottheimer, Jefferson Shreve, Robert P. Bresnahan, Jr..
Analysis mentioning NET
Posts from the blog that cover Cloudflare, Inc., newest first.
- Insider selling · Oct 19, 2026Insider Selling on October 19, 2026: TALO, PATH and W Lead $207.9M of Sales
- Insider selling · Oct 7, 2026Insider Selling on October 7, 2026: HOOD, NET and N Lead $319.2M of Sales
- Congress trades · Sep 10, 2026Congress Stock Trades Filed September 10, 2026: 54 Trades by Gilbert Cisneros
NET questions and answers
Are insiders buying NET stock?
Between Aug 1, 2026 and Oct 29, 2026, 8 NET insiders filed 19 sales worth $174.2M on SEC Form 4, and no open-market purchases; 19 of the sales were pre-planned under Rule 10b5-1.
Which hedge funds own NET?
188 13F filers hold NET among their 50 largest positions, worth $23.3B combined, including Hamilton Helmer, Spencer Waxman and John Overdeck and David Siegel. The biggest bets by portfolio weight are Whetstone Capital Advisors, LLC (19.0%), Hamilton Helmer (16.7%) and Flight Deck Capital, LP (10.7%). In their latest 13Fs, 14 managers opened a new position and 30 added to one.
Has Congress traded NET?
Members of Congress have disclosed 12 NET trades since 2025, 4 purchases and 3 sales in the past year; the latest was Gilbert Ray Cisneros, Jr. (D-CA), selling $1K–15K on Aug 18, 2026.
Who is the largest holder of NET?
Among 13F filers, Capital World Investors reports the largest NET position, $6.0B (24,325,692 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Whetstone Capital Advisors, LLC's: 19.0% of its portfolio.
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