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.
Cloudflare, Inc. CEO Matthew Prince reported a tax-related share disposition and updated equity holdings. On this Form 4, 16,587 shares of Class A common stock were withheld at $195.85 per share to cover his tax liability arising from the vesting of performance-based and time-based restricted stock units. After this tax-withholding disposition, he directly owned 406,811 shares of Class A common stock. An additional 22,911 shares issuable upon vesting and settlement of PSUs and RSUs were re-registered and are now held through The Matthew Prince Revocable Trust dated October 29, 2015, for which he serves as trustee.
Cloudflare, Inc. director and President Michelle Zatlyn reported a tax-related share disposition linked to equity vesting. On February 15, 2026, 20,100 shares of Class A common stock were withheld at a price of $195.85 per share to satisfy her tax liability from vesting PSUs and RSUs. After this withholding, she directly holds 406,811 shares.
The filing also shows indirect ownership through two trusts. One trust holds 43,953 shares and another holds 19,615 shares, reflecting shares issuable upon vesting and settlement of PSUs and RSUs that were re-registered into a revocable trust and shares held by a separate irrevocable trust.
Cloudflare, Inc. Chief Financial Officer Thomas J. Seifert reported a disposition of 20,477 shares of Class A Common Stock on February 15, 2026. The shares were withheld to satisfy his tax liability in connection with the vesting of restricted stock units. After this tax-withholding disposition, he beneficially owns 117,009 shares directly.
Cloudflare, Inc. Chief Legal Officer Douglas James Kramer reported a tax-related share disposition. On February 15, 2026, 12,452 shares of Class A common stock were withheld at $195.85 per share to satisfy his tax liability from vesting RSUs. After this withholding, he directly held 88,649 shares.
Cloudflare, Inc. Chief Accounting Officer Janel Riley reported a tax-related share disposition tied to vesting of restricted stock units. On February 15, 2026, 3,151 shares of Class A common stock were withheld at $195.85 per share to satisfy tax liabilities. After this tax-withholding disposition, Riley directly owned 60,951 shares of Cloudflare Class A common stock.
Capital World Investors has filed an amended Schedule 13G/A reporting a significant passive ownership stake in Cloudflare, Inc. common stock. The firm is deemed to beneficially own 36,368,156 shares, representing 11.5% of the 315,250,214 shares believed to be outstanding as of the reported date.
Capital World Investors reports sole voting power over 36,226,756 shares and sole dispositive power over 36,368,156 shares, with no shared voting or dispositive power. The securities are certified as acquired and held in the ordinary course of business, not for the purpose of changing or influencing control of Cloudflare.
Cloudflare, Inc. insider Matthew Prince reports beneficial ownership of 26,338,507 shares, representing 7.7% of the Class A common stock as of December 31, 2025. He has sole voting and dispositive power over 5,230,116 shares and shared power over 21,108,391 shares.
The holdings include Class A shares, Class B shares held through multiple family and grantor retained annuity trusts, and 39,498 Class A shares issuable upon RSU vesting within 60 days of December 31, 2025. Cloudflare has a dual-class structure, with each Class B share carrying ten votes and each Class A share one vote, though the reported percentage treats Class B shares as converted into Class A.
Morgan Stanley reports beneficial ownership of 16,803,415 shares of Cloudflare, Inc. Class A common stock, representing 5.3% of the class as of 12/31/2025. These shares are held with shared voting and dispositive power, not sole control.
Morgan Stanley Investment Management Inc. separately reports beneficial ownership of 15,737,757 shares, or 4.9% of the class, and states it has ceased to be a beneficial owner of more than five percent. The securities are described as acquired and held in the ordinary course of business, without the purpose or effect of changing or influencing control of Cloudflare.
Cloudflare director John Graham-Cumming reported option exercises and share sales in Cloudflare, Inc. Class A common stock. On February 9, 2026, he exercised stock options covering 2,520 shares at an exercise price of $44.72 per share, receiving fully vested, immediately exercisable shares.
That same day, he sold a total of 2,520 Class A shares in several open-market transactions under a Rule 10b5-1 trading plan adopted on May 28, 2025. The weighted average sale prices reported ranged from about $170.15 to $175.435 per share across multiple small blocks. After these transactions, he directly beneficially owned 495,191 shares of Cloudflare Class A common stock.
Cloudflare, Inc. reported an equity award to President and Board Co-Chair Michelle Zatlyn. On February 6, 2026, she was granted 96,665 Class A RSU-based shares at a price of $0 per share. These restricted stock units vest in sixteen equal quarterly installments beginning on May 15, 2026.
Following this award, Zatlyn beneficially owned 446,309 Class A shares directly. In addition, 24,555 Class A shares are held through a revocable trust where she serves as co-trustee and 19,615 Class A shares are held through an irrevocable trust where she serves as appointer.