Cloudflare Inc SEC Filings

Cloudflare, Inc. (NET) director reports planned share sale. A reporting person serving as a director sold a total of 15,000 shares of Class A common stock on 11/17/2025 under a Rule 10b5-1 trading plan adopted on February 14, 2025. The sales were executed in multiple transactions at weighted average prices ranging from about $206.99 to $211.89 per share. After these sales, 983,073 shares are held indirectly through the Carl S. Ledbetter Trust dated February 14, 2020, and 19,599 shares are reported as directly owned.

Cloudflare (NET) reported an insider equity move by its Chief Legal Officer. On November 11, 2025, the officer converted 7,000 shares of Class B Common Stock into Class A Common Stock (code C), then made a gift of 7,000 Class A shares (code G) at $0.

Following these transactions, the officer beneficially owned 129,292 shares of Class A directly. The filing also shows 30,175 shares of Class B remaining as derivative securities, which are convertible one‑for‑one into Class A with no expiration, per the footnote. The Class A balance includes 107 shares acquired under the employee stock purchase plan on November 7, 2025.

Baillie Gifford & Co filed Amendment No. 7 to Schedule 13G reporting a passive stake in Cloudflare, Inc. (Class A).

The firm reports beneficial ownership of 21,848,740 shares, representing 6.98% of the class as of the event date. It has sole voting power over 14,643,495 shares and sole dispositive power over 21,848,740 shares, with no shared voting or dispositive power disclosed. The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.

The date of event triggering the filing is 09/30/2025. Baillie Gifford is identified as an Investment Adviser under Rule 13d‑1(b), and the CUSIP is 18915M107.

Cloudflare (NET) reported insider activity by its Chief Legal Officer on 11/03/2025 under a Rule 10b5-1 trading plan. The officer sold 955, 1,163, and 882 shares of Class A common stock at weighted average prices of $254.6648, $255.5833, and $256.4072, respectively. Following these sales, the officer beneficially owned 129,185 Class A shares directly.

The filing also shows option-related transactions coded “M,” reflecting 18,500 shares underlying an employee stock option at an exercise price of $2.04 and a conversion of Class B into Class A on a one-to-one basis, as permitted at the holder’s election.

Cloudflare, Inc. (NET) reported an insider transaction: a director filed a Form 4 detailing activity on 11/03/2025. The reporting person exercised a stock option for 2,520 shares at $44.72 and completed multiple open‑market sales the same day pursuant to a Rule 10b5-1 trading plan adopted on May 28, 2025.

Sale prices were disclosed as weighted averages across numerous trades, with ranges including $245.47–$245.97 and up to $256.955–$257.665 (see footnotes). After the transactions, the reporting person beneficially owned 495,191 Class A shares directly. 22,680 stock options were beneficially owned following the transactions. The option exercised is fully vested and carries an expiration date of 02/13/2032.

Cloudflare (NET) reported an insider transaction by a director. On 11/03/2025, the reporting person sold 1,000 shares of Class A common stock at $254.15 per share in an open-market transaction.

The filing notes the sale was made pursuant to a Rule 10b5-1 trading plan adopted on May 30, 2025. Following the sale, the director beneficially owns 10,990 shares, held directly.

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.