Welcome to our dedicated page for Cloudflare SEC filings (Ticker: NET), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Cloudflare, Inc. (NYSE: NET) SEC filings page on Stock Titan provides access to the company’s official regulatory disclosures as a public issuer of Class A common stock. Cloudflare files periodic and current reports with the U.S. Securities and Exchange Commission that describe its financial results, risk factors, business overview, and material events related to its connectivity cloud business.
Among these documents, investors commonly focus on annual reports on Form 10-K and quarterly reports on Form 10-Q, which present audited or reviewed financial statements, management’s discussion of results, and details about Cloudflare’s operations, including its connectivity cloud platform, customer base, and market environment. Current reports on Form 8-K, such as those cited in the company’s recent filings, are used to furnish press releases announcing quarterly financial results and to provide Regulation FD disclosures about supplemental financial and other information.
Cloudflare’s Form 8-K filings explain that the company reports financial results for each fiscal quarter and posts additional materials on its websites. They also note that Cloudflare uses multiple channels to communicate material information, including SEC filings, press releases, public conference calls, its main website, its investor relations website, its news site, and social media accounts. These filings can also reference non-GAAP financial measures alongside GAAP results, with reconciliations included in attached press releases.
On Stock Titan, Cloudflare’s filings are updated as new documents are released through the SEC’s EDGAR system. AI-powered summaries can help readers quickly understand key points from lengthy filings, such as trends in revenue and operating results, commentary on the connectivity cloud platform, and descriptions of how Cloudflare views its communication practices with investors and the public.
NET received a Form 144 notice indicating an intention to sell up to 1,000 shares of common stock through Morgan Stanley Smith Barney LLC, with an approximate sale date of 11/03/2025. The filing lists an aggregate market value of $254,150 for the planned sale and identifies the trading venue as the NYSE.
Context provided shows 315,250,214 shares outstanding. The shares to be sold were acquired as restricted stock in two grants: 698 shares on 06/01/2024 and 302 shares on 06/02/2023. The past three months include two sales by Mark Hawkins: 1,000 shares on 10/01/2025 for $212,830 and 1,000 shares on 09/02/2025 for $201,600.
Cloudflare (NET) filed a Form 144 notice for a proposed sale of 3,000 shares of common stock. The filing lists Morgan Stanley Smith Barney LLC Executive Financial Services as broker, an aggregate market value of $766,599.30, and an approximate sale date of 11/03/2025 on the NYSE.
The shares were acquired as Restricted Stock from the issuer on 02/15/2024 in the amount of 3,000. Shares outstanding are noted as 315,250,214. In the past three months, the filing shows sales by Douglas Kramer of 9,000 shares on 10/01/2025 for $1,921,309.50 and 3,000 shares on 09/02/2025 for $606,304.20.
Cloudflare, Inc. reported third‑quarter results showing strong top‑line growth and near breakeven bottom line. Revenue rose to $562,027 from $430,082 a year ago, while net loss narrowed to $1,290 from $15,331. Gross profit was $415,711. Operating expenses increased across sales and marketing, R&D, and G&A, leading to a loss from operations of $(37,460), but higher interest income helped offset operating losses.
Liquidity strengthened materially: cash and cash equivalents were $1,052,644 and available‑for‑sale securities were $2,990,864 as of September 30, 2025. Operating cash flow for the nine months reached $412,703. Deferred revenue rose to $598,978 current, and remaining performance obligations totaled $2,143.1 million, with 64% expected to be recognized over the next 12 months. The company issued $2,000.0 million of 0% convertible senior notes due 2030 and recorded related capped call premiums within equity. The 2026 notes’ net carrying value of $1,290,291 was classified as current. As of October 16, 2025, Class A shares outstanding were 315,250,214 and Class B were 35,030,951.
Cloudflare, Inc. reported financial results for the fiscal quarter ended September 30, 2025, and furnished a press release as Exhibit 99.1. The company also posted supplemental financial and other information on its investor relations website. The materials in Items 2.02 and 7.01 are furnished, not filed, and are not subject to Section 18 liabilities. Cloudflare notes it shares material updates via SEC filings, press releases, conference calls, its websites, and social media channels.
Cloudflare, Inc. (NET) reported insider activity as a director disclosed open‑market sales of Class A Common Stock on 10/20/2025 under a Rule 10b5‑1 trading plan adopted on February 14, 2025.
Transactions included 5,100 shares at a weighted average price of $209.9092, 7,562 shares at $210.8144, and 2,338 shares at $211.7595. The filing notes price ranges of $209.33–$210.3212, $210.39–$211.295, and $211.55–$212.00 for the respective lots.
Following these sales, the reporting person beneficially owned 998,073 shares on an indirect basis, held by the Carl S. Ledbetter Trust dated February 14, 2020, for which the reporting person serves as a trustee.
Cloudflare (NET) filed a Form 4 for its CFO. On 10/20/2025, the reporting person exercised an employee stock option at $2.04 for 10,000 shares of Class B, converted them one-for-one into 10,000 shares of Class A, and then sold 10,000 Class A shares in multiple transactions under a Rule 10b5-1 trading plan adopted on November 26, 2024.
Sales were executed in blocks of 500, 2,600, 2,754, 3,846, and 300 shares at weighted average prices of $209.6202, $210.7816, $211.7076, $212.749, and $213.3967, respectively. Following these transactions, Class A beneficial ownership shown was 189,517 shares. Each share of Class B is convertible into Class A on a one-to-one basis with no expiration.
Cloudflare (NET) CEO and Board Co‑Chair Matthew Prince filed a Form 4 reporting a sale of 107 shares of Class A common stock at a weighted average price of $220.795 on October 16, 2025.
The transaction was made under a Rule 10b5‑1 trading plan adopted on February 11, 2025. The filing notes the shares were sold in multiple trades within a $220.54–$220.98 range and that records are available upon request. The shares are held of record by The Matthew Prince Revocable Trust dated October 29, 2015, for which the reporting person serves as trustee.
Cloudflare (NET) insider activity: The CEO and Board Co‑Chair, a 10% owner, converted 52,384 Class B shares into Class A on each of 10/14/2025, 10/15/2025, and 10/16/2025, then sold the converted shares in multiple tranches pursuant to a Rule 10b5‑1 trading plan adopted on 02/11/2025.
Sales were executed at weighted average prices within disclosed ranges, from $209.32 to $224.93 across the three days. The shares were held indirectly by The Matthew Prince Revocable Trust. Each Class B share is convertible into one Class A share and has no expiration date.
Cloudflare, Inc. (NET) — Insider Form 4 activity. A director reported transactions on 10/13/2025, including an option exercise and open‑market sales executed under a Rule 10b5‑1 trading plan adopted on May 28, 2025.
The insider exercised a stock option for 2,520 Class A shares at $44.72 (code M), then sold shares in multiple transactions the same day (codes S) at weighted average prices spanning disclosed ranges, including from $216.095 to $223.56. Following these transactions, the insider beneficially owned 495,191 Class A shares, held directly.
In the derivative table, the option is fully vested and immediately exercisable, with an exercise price of $44.72 and an expiration date of 02/13/2032. After the reported activity, the insider beneficially owned 25,200 derivative securities.
Insider transactions by Michelle Zatlyn, President and Board Co-Chair of Cloudflare, Inc. (NET)
The filing shows a sequence of option exercises and planned sales executed under a Rule 10b5-1 trading plan between 10/07/2025 and 10/09/2025. The reporting person exercised employee options with an exercise price of $2.04 to acquire 25,641 shares on each of the three days, and sold a total of 367,251 Class A shares across those dates at weighted-average prices in the ~$214.29–$221.63 ranges. Following these transactions, certain shares remain held indirectly in multiple trusts and the filing notes fully vested options and conversion mechanics between Class B and Class A shares.