NET · Technology
Cloudflare Inc
31/100
Smart-money confidence1 of 3 sources positive
Below average interest
company insiders are selling
What this band has actually done: stocks scoring 0–25 beat the S&P 500 over the next three months 39.9% of the time, across 100,496 cases since 2015. That is below a coin flip — and so is every other band, because the median stock loses to a cap-weighted index. How we measured this
Hedge funds
58
Congress
No data
Insiders
0
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s. ·
how the score works
Market cap
$124.3B
Industry
Software - Infrastructure
Sector
Technology
Exchange
NYSE
About CLOUDFLARE INC
Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides a cloud-based security solution to secure a range of combination of platforms, including public and private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and application security products comprising web application firewall, bot management, distributed denial of service mitigation, API security, SSL/TLS encryption, client-side security, and security center products. It also offers application performance…
Who's behind the signal
Every informed buyer we can see on NET, across all three feeds.
Hedge funds · 11
Tudor Investment (Paul Tudor Jones)
New position
Renaissance Technologies
New position
D.E. Shaw & Co
Increased +51%
AQR Capital Management
Increased +129%
Baillie Gifford & Co
Decreased −8%
ARK Invest (Cathie Wood)
Decreased −4%
+5 more in the full breakdown below ↓
Insiders
Company insiders
Selling
Recent sells290
Congressional trades · 12 on record
Disclosures from 2025-02-10 to 2026-08-18
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2026-08-18 | Gilbert Ray Cisneros, Jr. · D-CA | House | Sold | $1,001 - $15,000 |
| 2026-02-04 | Josh Gottheimer · D-NJ | House | Sold | $1,001 - $15,000 |
| 2026-01-30 | Gilbert Ray Cisneros, Jr. · D-CA | House | Bought | $1,001 - $15,000 |
| 2025-12-24 | Gilbert Ray Cisneros, Jr. · D-CA | House | Sold | $1,001 - $15,000 |
| 2025-11-18 | Gilbert Ray Cisneros, Jr. · D-CA | House | Bought | $1,001 - $15,000 |
| 2025-10-17 | Gilbert Ray Cisneros, Jr. · D-CA | House | Bought | $1,001 - $15,000 |
| 2025-09-12 | Gilbert Ray Cisneros, Jr. · D-CA | House | Bought | $1,001 - $15,000 |
| 2025-06-20 | Josh Gottheimer · D-NJ | House | Bought | $1,001 - $15,000 |
| 2025-05-12 | Jefferson Shreve · R-IN | House | Sold | $15,001 - $50,000 |
| 2025-04-08 | Robert P. Bresnahan, Jr. · R-PA | House | Sold | $1,001 - $15,000 |
Show the other 2
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2025-04-04 | Robert P. Bresnahan, Jr. · R-PA | House | Sold | $1,001 - $15,000 |
| 2025-02-10 | Robert P. Bresnahan, Jr. · R-PA | House | Bought | $1,001 - $15,000 |
Not a model pick — but on our radar.
CLOUDFLARE INC isn't in the top-10 model right now, but 11 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
11
Investors
2
New positions
2
Increasing
7
Decreasing
0
Unchanged
Price History
Loading price data...
A member of Congress bought
A member sold
Return:
High:
Low:
Markers sit on the transaction date the member disclosed, snapped to the nearest close on the chart. They are not the date the public found out — that came later, and the gap is its own page. Every marker is listed by name in the table above.
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.2×
% of portfolio
0.1%
Position change
NEW
0.1% of Tudor Investment's portfolio
Trust weight: 1.0×
% of portfolio
0.1%
Position change
NEW
0.1% of Renaissance Technologies's portfolio
Trust weight: 1.0×
% of portfolio
0.3%
Position change
+51%
0.3% of D.E. Shaw & Co's portfolio
Trust weight: 1.0×
% of portfolio
0.2%
Position change
+129%
0.2% of AQR Capital Management's portfolio
Trust weight: 1.4×
% of portfolio
3.2%
Position change
−8%
3.2% of Baillie Gifford & Co's portfolio
Trust weight: 1.3×
% of portfolio
0.3%
Position change
−4%
0.3% of ARK Invest's portfolio
Trust weight: 1.0×
% of portfolio
0.1%
Position change
−75%
0.1% of Citadel Advisors's portfolio
Trust weight: 1.1×
% of portfolio
0.0%
Position change
−26%
0.0% of Gotham Asset Mgmt's portfolio
Trust weight: 1.5×
% of portfolio
0.0%
Position change
−59%
0.0% of Soros Fund Management's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
−53%
0.0% of Millennium Management's portfolio
Trust weight: 1.3×
% of portfolio
0.0%
Position change
−23%
0.0% of Bridgewater Associates's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to CLOUDFLARE INC
Insider Trading (Form 4)
Recent trades by company officers and directors — filed within 2 days of each trade
Bearish
Sentiment
0
Buys
290
Sells
| Date | Insider | Title | Action | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-09-22 | Ledbetter Carl | Insider | SELL | 5,000 | $353.15 | $1,765,750 |
| 2026-09-17 | SEIFERT THOMAS J | Insider | SELL | 100 | $336.51 | $33,651 |
| 2026-09-17 | SEIFERT THOMAS J | Insider | SELL | 600 | $335.32 | $201,192 |
| 2026-09-17 | SEIFERT THOMAS J | Insider | SELL | 1,868 | $334.59 | $625,015 |
| 2026-09-17 | SEIFERT THOMAS J | Insider | SELL | 2,632 | $333.62 | $878,080 |
| 2026-09-17 | SEIFERT THOMAS J | Insider | SELL | 1,604 | $332.50 | $533,330 |
| 2026-09-17 | SEIFERT THOMAS J | Insider | SELL | 1,196 | $331.59 | $396,581 |
| 2026-09-17 | SEIFERT THOMAS J | Insider | SELL | 700 | $330.23 | $231,159 |
| 2026-09-17 | SEIFERT THOMAS J | Insider | SELL | 700 | $329.37 | $230,561 |
| 2026-09-17 | SEIFERT THOMAS J | Insider | SELL | 300 | $328.04 | $98,412 |
| 2026-09-17 | SEIFERT THOMAS J | Insider | SELL | 100 | $326.56 | $32,656 |
| 2026-09-17 | SEIFERT THOMAS J | Insider | SELL | 100 | $320.89 | $32,089 |
| 2026-09-17 | SEIFERT THOMAS J | Insider | SELL | 100 | $318.90 | $31,890 |
| 2026-09-14 | Ledbetter Carl | Insider | SELL | 1,200 | $313.71 | $376,452 |
| 2026-09-14 | Ledbetter Carl | Insider | SELL | 2,400 | $312.86 | $750,864 |
| 2026-09-14 | Ledbetter Carl | Insider | SELL | 440 | $310.54 | $136,638 |
| 2026-09-14 | Ledbetter Carl | Insider | SELL | 960 | $309.51 | $297,126 |
| 2026-09-08 | Zatlyn Michelle | Insider | SELL | 5,489 | $279.41 | $1,533,681 |
| 2026-09-08 | Zatlyn Michelle | Insider | SELL | 14,961 | $278.48 | $4,166,339 |
| 2026-09-08 | Zatlyn Michelle | Insider | SELL | 4,823 | $277.53 | $1,338,527 |
Showing the 20 most recent of 290 buys & sells.
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell CLOUDFLARE INC or any security.
Get the Weekly Update
Every week, we'll send you what Buffett, Dalio, Ackman and 47 other legendary investors are buying — free, straight from their SEC filings.
Free forever · No spam · Unsubscribe anytime