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Cloudflare Inc SEC Filings

NET NYSE

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.

Cloudflare’s edge network spans 300+ cities and routes nearly 20% of global web traffic—facts that make its SEC disclosures anything but light reading. Revenue is split across usage-based subscriptions, network services, and emerging products like Workers and Zero Trust, all of which produce detailed risk discussions and complex deferred-revenue tables. If you have ever searched “Cloudflare SEC filings explained simply” or wondered why network capex surged in the last quarter, you know the challenge.

Stock Titan turns that challenge into clarity. Our AI-powered summaries translate every Cloudflare annual report 10-K simplified and each Cloudflare quarterly earnings report 10-Q filing into plain English, flagging segment revenue, traffic growth, and retention metrics. Real-time alerts surface Cloudflare Form 4 insider transactions real-time as they hit EDGAR. Need context on a sudden partnership announcement? We decode the Cloudflare 8-K material events explained and link them to historic disclosures, cash-flow impacts, and valuation multiples.

Whether you’re tracking Cloudflare insider trading Form 4 transactions before earnings, comparing R2 storage adoption across periods, or parsing the Cloudflare proxy statement executive compensation for alignment with shareholder returns, our platform saves hours. Comprehensive coverage means every S-1, shelf registration, or debt prospectus appears alongside Cloudflare earnings report filing analysis the moment it’s filed. And because understanding Cloudflare SEC documents with AI should feel effortless, we pair machine summaries with expert notes, searchable tables, and download links—giving portfolio managers, auditors, and developers the insight they need, minus the 300-page scroll.

Rhea-AI Summary

Matthew Prince, Cloudflare, Inc. CEO and Board Co-Chair, reported multiple conversions and open-market sales of Class B and Class A common stock conducted on August 18–20, 2025. The filings show repeated conversions of 52,384 Class B shares into Class A on each of those dates and many incremental sales executed under a Rule 10b5-1 trading plan adopted February 11, 2025. Sales are reported as weighted-average prices with specified price ranges for each block; the form notes the shares are held in various trusts for which he serves as trustee or investment advisor. This Form 4 covers transactions across the three dates and is the first of two forms for these activity dates.

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Rhea-AI Summary

Form 144 filed for Cloudflare, Inc. (NET) reports a proposed sale of 41,555 Class A shares with an aggregate market value of $8,165,973.05, scheduled approximately for 08/20/2025 on the NYSE. The filing shows the shares were acquired from the issuer through compensation: 10,000 shares from exercise of stock options on 08/20/2025 (paid in cash) and 31,555 shares from restricted stock units on 08/15/2025. The notice also lists multiple Rule 10b5-1 sales by related parties over the past three months totaling 115,000 shares with associated gross proceeds.

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Rhea-AI Summary

Cloudflare insider Matthew Prince reported vesting and related transactions for Class A common stock. Performance-based restricted stock units (PSUs) tied to stock-price goals were certified for the $156.00 threshold, making 21,888 PSUs eligible to vest in six equal quarterly installments beginning August 15, 2025. Each PSU converts into one share of Class A common stock.

The filing shows that 21,888 PSUs were reported as acquired (code M) and, separately, 15,739 shares were withheld to satisfy tax withholding at a price of $195.38, leaving 367,251 shares directly beneficially owned after the withholding. Additionally, 20,111 shares that will vest were re-registered into The Matthew Prince Revocable Trust, of which Prince is trustee.

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Rhea-AI Summary

Insider vesting and share withholding following performance award certification. Michelle Zatlyn, President and Board Co-Chair of Cloudflare, received 21,888 performance stock units that became eligible to vest after certification of the $156 stock price goal and will vest in six equal quarterly installments beginning 08/15/2025. She also had 18,206 shares withheld at $195.38 per share to satisfy tax withholding on vested awards. Following these transactions, she directly beneficially owns 403,101 Class A shares and holds additional shares indirectly through two trusts (the Revocable Trust and the SZ 2021 Irrevocable Trust).

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Douglas James Kramer, Chief Legal Officer of Cloudflare, Inc. (NET), reported a sale of 13,192 shares of Class A common stock on 08/15/2025 at a reported price of $195.38 per share. The Form 4 shows 13,192 shares were disposed of to satisfy the reporting person's tax liability related to the vesting of restricted stock units (RSUs). After the transaction, the reporting person beneficially owned 144,185 shares of Class A common stock. The filing was submitted on behalf of the reporting person by Lindsey Cochran under power of attorney and signed on 08/19/2025. The Form contains no derivative transactions or additional compensatory arrangements.

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Thomas J. Seifert, Chief Financial Officer and director of Cloudflare, Inc. (NET), reported a withholding of 20,478 Class A shares on 08/15/2025 at a price of $195.38 per share to satisfy tax liabilities from the vesting of restricted stock units. After the withholding, the filing shows 221,072 Class A shares beneficially owned by the reporting person.

The Form 4 was signed by a power of attorney and filed on 08/19/2025. The filing lists this transaction as a routine tax-withholding disposition tied to RSU vesting.

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Riley Janel, Chief Accounting Officer of Cloudflare, Inc. (NET), reported a routine withholding of 3,874 Class A shares on 08/15/2025 to satisfy tax liabilities tied to the vesting of restricted stock units (RSUs). The shares were withheld at an indicated price of $195.38 per share. After the withholding, the reporting person beneficially owns 63,489 Class A shares directly. The Form 4 was signed by power of attorney on 08/19/2025. The filing contains an explicit explanation that the withholding was to satisfy tax obligations arising from RSU vesting.

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Capital World Investors filed a Schedule 13G reporting beneficial ownership of 41,370,740 shares of Cloudflare, Inc. common stock, representing 13.3% of the 310,553,791 shares the filer believes to be outstanding. The filing shows sole voting power for 41,232,883 shares and sole dispositive power for 41,370,740 shares. The reporting entity is a division of Capital Research and Management Company together with specified investment management subsidiaries that operate under the name Capital World Investors.

The filer is classified as an investment adviser (Type IA) and certifies the securities were acquired and are held in the ordinary course of business and were not acquired to change or influence control of the issuer. Item 6 identifies The Growth Fund of America as an account referenced in the filing.

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FAQ

What is the current stock price of Cloudflare (NET)?

The current stock price of Cloudflare (NET) is $216.67 as of October 3, 2025.

What is the market cap of Cloudflare (NET)?

The market cap of Cloudflare (NET) is approximately 78.3B.
Cloudflare Inc

NYSE:NET

NET Rankings

NET Stock Data

78.26B
310.80M
0.66%
91.02%
2.73%
Software - Infrastructure
Services-prepackaged Software
Link
United States
SAN FRANCISCO