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 (NET) reported insider equity activity by its President and Board Co-Chair, who is also a director. On November 15, 2025, 21,889 performance-based restricted stock units (PSUs) became Class A shares after the performance metric was met and began vesting in six equal quarterly installments starting that date. To cover related tax obligations, 20,058 Class A shares were withheld, leaving 349,644 Class A shares held directly.
The reporting person also has indirect ownership through two trusts that hold 34,013 and 19,615 Class A shares. The PSU award consists of multiple tranches tied to stock price goals between $156.00 and $579.00, with one tranche tied to a $203.00 stock price goal now eligible to vest and 131,334 PSUs remaining beneficially owned. The PSUs continue to vest quarterly, subject to service conditions, with certain provisions applying upon a change in control.
Cloudflare, Inc. (NET) reported an insider transaction by its Chief Accounting Officer on a Form 4. On 11/15/2025, 3,874 shares of Class A Common Stock were disposed of using transaction code "F" to cover taxes due upon the vesting of restricted stock units. On 11/18/2025, the officer executed several open-market sales of Class A shares under a pre-arranged Rule 10b5-1 trading plan adopted on February 18, 2025, at weighted average prices including $188.89, $190.13 and in ranges from $194.91 to $199.23. After these transactions, the officer beneficially owned 56,144 shares of Cloudflare Class A Common Stock, which includes 17 shares acquired under the company’s employee stock purchase plan on November 7, 2025.
Cloudflare, Inc. (NET) filed a Form 4 reporting an equity transaction by its Chief Financial Officer. On 11/15/2025, the CFO had 20,476 shares of Class A common stock withheld, coded "F," at a price of $210.6 per share. The filing explains that these shares were withheld to cover the reporting person's tax liability related to the vesting of restricted stock units. After this tax withholding, the CFO directly beneficially owns 169,041 shares of Cloudflare Class A common stock.
Cloudflare, Inc. (NET) filed a Form 4 reporting an automatic share withholding by its Chief Legal Officer. On 11/15/2025, 13,191 shares of Class A common stock were disposed of at a price of $210.6 per share, identified with transaction code "F," which indicates shares withheld to cover taxes.
After this tax withholding related to the vesting of restricted stock units, the reporting person beneficially owns 116,101 shares of Cloudflare Class A common stock held directly.
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.