Cloudflare NET
US equityMarket cap rank #217Software - InfrastructureAI application softwareStablecoin conceptCybersecurity
$268.75 +$24.24 (+9.91%)
Market closed · Nov 9, 12:30 am ET · Last extended-hours $269.32 +0.21%
Open$286.97
Prev close$244.51
Day range$265.00 – $286.97
Volume9.43M
Market cap$96.32B
P/E (TTM)–
Dividend yield–
Ownership & positioning
Who holds it, who is betting against it, and where the big money is moving
Institutional ownership81.9%-0.55 pts vs. prior quarter
Institutions holding1,576+105 vs. prior quarter
Insider trades (recent)7 buys / 43 sellsNet selling
ARK fund activity-39,187 sh4 recent transactions · last 28 Oct 2026
Short interest2.24% of floatDays to cover 2.9 · as of 15 Oct 2026
Short-sale volume share9.1%5-day average of daily volume
Short-sale volume as % of daily volume
Large-order net flow, last 20 sessions
Net of large-order buying minus selling, in USD. Over this window: +$27.31M (10 inflow days, 10 outflow days).
Net flow by order size, last 20 sessions
Super/Big orders approximate institutional-size trades; Mid/Small approximate retail-size trades. Net buy minus sell value in each bucket, summed over the window.
The five largest holders on file together own 32.6% of shares outstanding.
Largest holders
By investor type
Reported short interest has fallen from 2.31% to 2.24% of float over the last 6 biweekly reports (31 Jul 2026 to 15 Oct 2026).
Recent institutional activity
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Deka Investment GmbH | Mutual Fund | 2026/Q3 | +621,888 | 0.2% |
| Amanah Holdings Trust | Mutual Fund | 2026/Q3 | +405,992 | 0.1% |
| T. Rowe Price Group, Inc. | Mutual Fund | 2026/Q3 | +2,042,438 | 1.0% |
| Capital Research | Mutual Fund | 2026/Q3 | +1,419,064 | 10.1% |
| AQR Capital Management | Hedge Fund | 2026/Q3 | +1,133,186 | 0.6% |
| Jennison Associates LLC | Mutual Fund | 2026/Q3 | +1,024,584 | 1.5% |
| Menora Mivtachim Provident Funds | Mutual Fund | 2026/Q3 | +983,250 | 0.3% |
| ClearBridge Investments, LLC | Mutual Fund | 2026/Q3 | +900,639 | 0.3% |
| Vanguard Portfolio Management, LLC | Mutual Fund | 2026/Q3 | +779,837 | 4.7% |
| Vanguard Capital Management, LLC | Mutual Fund | 2026/Q3 | +775,846 | 4.6% |
| D. E. Shaw & Co., L.P. | Hedge Fund | 2026/Q3 | +660,556 | 0.5% |
| American Century Investment Management | Mutual Fund | 2026/Q3 | +658,901 | 1.2% |
| Goldman Sachs Asset Management, L.P. | Mutual Fund | 2026/Q3 | +544,662 | 0.7% |
| BlackRock | Mutual Fund | 2026/Q3 | +504,625 | 6.1% |
| Phoenix Investments & Finances Ltd | Mutual Fund | 2026/Q3 | +485,747 | 0.2% |
Institutional buy/sell activity by reporting period, largest moves first.
Insider transactions
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 18 Oct 2026 | Carl Ledbetter | Independent Director | Automatic Disposition | -5,000 | $305.60 | 887,672 |
| 18 Oct 2026 | Thomas Seifert | Chief Financial Officer | Derivative Exercise and Sale | -12,500 | $304.15 | 115,017 |
| 14 Oct 2026 | Thomas Seifert | Chief Financial Officer | Sale to Issuer | -2,944 | $316.32 | 115,017 |
| 6 Oct 2026 | Michelle Zatlyn | Co-Founder, President & Co-Chair of the Board | Derivative Exercise and Sale | -99,009 | – | 7,080,444 |
| 4 Oct 2026 | Michelle Zatlyn | Co-Founder, President & Co-Chair of the Board | Intent to Sell (Form 144) | -297,027 | $359.49 | – |
| 21 Sep 2026 | Carl Ledbetter | Independent Director | Automatic Disposition | -5,000 | $353.15 | 892,672 |
| 16 Sep 2026 | Thomas Seifert | Chief Financial Officer | Derivative Exercise and Sale | -10,000 | – | 297,225 |
| 14 Sep 2026 | Thomas Seifert | Chief Financial Officer | Sale to Issuer | -2,944 | $327.23 | 110,482 |
| 13 Sep 2026 | Carl Ledbetter | Independent Director | Open Market Disposition | -5,000 | $313.71 | 897,672 |
| 20 Aug 2026 | Michelle Zatlyn | Co-Founder, President & Co-Chair of the Board | Derivative Exercise and Sale | -99,009 | – | 7,080,444 |
| 17 Aug 2026 | Janel Riley | VP of Finance & Chief Accounting Officer | Automatic Disposition | -3,481 | $308.92 | 7,911 |
| 17 Aug 2026 | Alissa Starzak | Chief Legal Officer | Automatic Disposition | -2,538 | $304.68 | 32,119 |
| 16 Aug 2026 | Thomas Seifert | Chief Financial Officer | Derivative Exercise and Sale | -10,000 | – | 297,225 |
| 16 Aug 2026 | Janel Riley | VP of Finance & Chief Accounting Officer | Derivative Exercise and Sale | -1,667 | $314.42 | 7,911 |
| 16 Aug 2026 | Alissa Starzak | Chief Legal Officer | Derivative Exercise and Sale | -3,333 | $314.49 | 32,119 |
| 14 Aug 2026 | Thomas Seifert | Chief Financial Officer | Sale to Issuer | -2,944 | $315.78 | 105,946 |
| 14 Aug 2026 | Matthew Prince | Co-Founder, Co-Chairman & CEO | Sale to Issuer | -19,937 | $315.78 | 36,082 |
| 14 Aug 2026 | Michelle Zatlyn | Co-Founder, President & Co-Chair of the Board | Sale to Issuer | -23,157 | $315.78 | 99,902 |
| 14 Aug 2026 | Janel Riley | VP of Finance & Chief Accounting Officer | Sale to Issuer | -4,135 | $315.78 | 11,391 |
| 14 Aug 2026 | Alissa Starzak | Chief Legal Officer | Sale to Issuer | -3,775 | $315.78 | 34,657 |
From Form 4/Form 144 filings. Negative share counts are disposals (sales, gifts, or shares withheld for taxes); positive are acquisitions.
Short interest, by report
| Report date | Shares short | % of float | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 7,992,126 | 2.2% | 2.9 |
| 30 Sep 2026 | 7,664,139 | 2.2% | 2.5 |
| 15 Sep 2026 | 7,703,439 | 2.2% | 2.4 |
| 31 Aug 2026 | 6,794,677 | 1.9% | 2.3 |
| 14 Aug 2026 | 7,432,334 | 2.1% | 1.4 |
| 31 Jul 2026 | 8,184,226 | 2.3% | 2.8 |
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