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. reported strong growth for the fourth quarter and full year 2025, while remaining unprofitable on a GAAP basis. Q4 revenue reached $614.5 million, up 33.6% year-over-year, and full year revenue was $2,167.9 million, up 29.8%.
Q4 GAAP loss from operations was $49.2 million, but non-GAAP income from operations was $89.6 million with a 14.6% margin. Full year GAAP loss from operations was $207.2 million, versus non-GAAP operating income of $303.9 million. Free cash flow improved to $99.4 million in Q4 and $260.6 million for 2025.
Cloudflare ended 2025 with $4.1 billion in cash, cash equivalents, and available-for-sale securities. For 2026, it projects revenue of $2.785–$2.795 billion, non-GAAP operating income of $378–$382 million, and non-GAAP diluted EPS of $1.11–$1.12.
Cloudflare, Inc. disclosed that investment adviser Baillie Gifford & Co has filed Amendment No. 8 to a Schedule 13G for its Class A common stock. As of December 31, 2025, Baillie Gifford beneficially owned 16,823,947 shares, representing about 5.3% of the class.
Baillie Gifford reported sole voting power over 11,073,167 shares and sole dispositive power over all 16,823,947 shares, with no shared voting or dispositive power. The shares are held in the ordinary course of business on behalf of investment advisory clients and are not held to influence control of Cloudflare.
Cloudflare, Inc. director Mark J. Hawkins reported a small planned stock sale. On February 2, 2026, he sold 134 shares of Cloudflare Class A common stock at $176.19 per share under a pre-arranged Rule 10b5-1 trading plan adopted on May 30, 2025.
After this transaction, Hawkins directly owned 10,588 Class A shares. The filing reflects routine insider trading activity executed according to an established plan rather than a discretionary trade.
Cloudflare, Inc.'s chief legal officer, Douglas James Kramer, reported selling 3,000 shares of Class A common stock on February 2, 2026 at $176.19 per share. This was an open-market sale coded "S" and left him holding 101,101 shares directly.
The transaction was carried out under a pre-arranged Rule 10b5-1 trading plan that Kramer adopted on November 25, 2024, which is designed to allow insiders to sell shares according to a preset schedule.
NET filed a Form 144 notice for a planned stock sale. The person for whose account the sale will occur, named as Douglas Kramer, plans to sell 3,000 shares of common stock through Morgan Stanley Smith Barney LLC on or about 02/02/2026 on the NYSE, with an aggregate market value of $528,570.00. The filing notes that these shares were acquired as restricted stock from the issuer on 11/15/2024 and 08/15/2024.
The notice also lists prior sales of the issuer’s common stock by Douglas Kramer over the past three months, including 3,000 shares sold on 11/03/2025, 3,000 shares on 12/01/2025, and 9,000 shares on 01/02/2026, for disclosed gross proceeds in each case.
Insider Mark Hawkins has filed a notice of proposed stock sales. The filing covers a planned sale of 134 shares of common stock through Morgan Stanley Smith Barney LLC, with an aggregate market value of 23,609.46, to be sold on the NYSE around 02/02/2026.
The issuer had 315,250,214 shares of common stock outstanding. Over the past three months, Hawkins has sold additional common shares in three transactions totaling 1,268 shares, with disclosed gross proceeds for each sale.
Cloudflare, Inc. director-linked trust reports planned share sale. The Carl S. Ledbetter Trust, for which director Carl Ledbetter serves as trustee, sold a total of 15,000 shares of Cloudflare Class A common stock on January 27, 2026 under a pre-arranged Rule 10b5-1 trading plan adopted on February 14, 2025.
The sales occurred in three transactions: 6,904 shares at a weighted average price of $210.0715, 5,306 shares at $211.7186, and 2,790 shares at $212.7964, each executed through multiple trades within narrow price ranges. After these transactions, the trust beneficially owned 953,073 shares of Cloudflare Class A common stock.
Carl Ledbetter has filed a Rule 144 notice to sell 60,000 shares of common stock through broker Stifel Nicolaus & Company Inc. on or about 01/27/2026 on the NYSE. The filing lists an aggregate market value of $12,669,660 for these shares, compared with 35,030,951 shares of common stock outstanding. The shares were originally acquired as restricted stock units on 11/10/2009 as equity compensation from the issuer.
Over the prior three months, Ledbetter has already sold additional common shares, including 15,000 shares on 11/17/2025 for gross proceeds of $3,119,400 and 8,674 shares on 12/29/2025 for $1,747,501. Smaller sales included 192 shares on 12/30/2025 for $38,641 and 6,134 shares on 01/05/2026 for $1,216,136. By signing the notice, the seller represents that he is not aware of any undisclosed material adverse information about the issuer’s current or prospective operations.
Cloudflare, Inc. Chief Financial Officer Thomas J. Seifert reported exercising stock options and selling shares of the company’s stock. On January 20, 2026, he exercised 10,000 employee stock options and ultimately converted the resulting Class B shares into 10,000 shares of Class A Common Stock at an exercise price of $2.04 per share.
That same day, he sold 10,000 Class A shares in multiple transactions at weighted average prices ranging from about $175.70 to $181.98 under a Rule 10b5-1 trading plan adopted on November 26, 2024. After these transactions, he directly holds 137,486 shares of Class A Common Stock and 8,925 shares of Class B Common Stock
A selling stockholder associated with Thomas Seifert filed a Form 144 notice to sell 10,000 shares of common stock of the issuer through Morgan Stanley Smith Barney LLC on the NYSE, with an aggregate market value of 1841700.00 as of the notice. The shares are to be sold around 01/20/2026.
The 10,000 shares were acquired on 01/20/2026 by exercising stock options granted by the issuer and paid for in cash on the same date. Over the prior three months, a 10b5-1 sales plan for Thomas Seifert sold 10,000 common shares on 12/22/2025 for gross proceeds of 2016931.00 and 41,555 shares on 11/20/2025 for gross proceeds of 8069178.99.