Cloudflare (NET)
Cloudflare on one page: short interest, daily short volume, fails to deliver, planned sales, large holders, 13F holders, financials, earnings dates and insider trades. Listed on NYSE, classified by the SEC as services-prepackaged software.
8.0M
Short interest
settlement 2026-10-15
2.9
Days to cover
+0.4 days vs prior
56.9%
Short share of volume
2026-10-28
544
Fails to deliver
settlement 2026-09-30
Thu 29 Oct
Next earnings
estimated date
-$174.2M
Insider flow, 90 days
0 buys, 229 sells
As of 2026-10-28.
Short interest
FINRA, twice a month. The newest 48 settlements in the table, 48 in the chart. JSONAs of 15 October 2026, short interest in NET is 7,992,126 shares, up 288,687 shares over the last month. Over the last 48 readings it ranged from 5,870,194 shares (31 March 2025) to 10,795,644 shares (30 June 2025). At the reported average volume of 2.8M shares a day that is 2.9 days to cover.
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| Settlement | Shares short | Change | Avg daily volume | Days to cover |
|---|---|---|---|---|
| 2026-10-15 | 7,992,126 | +4.3% | 2,762,427 | 2.89 |
| 2026-09-30 | 7,664,139 | -0.5% | 3,087,871 | 2.48 |
| 2026-09-15 | 7,703,439 | +13.4% | 3,152,820 | 2.44 |
| 2026-08-31 | 6,794,677 | -8.6% | 2,988,287 | 2.27 |
| 2026-08-14 | 7,432,334 | -9.2% | 5,218,722 | 1.42 |
| 2026-07-31 | 8,184,226 | -16.8% | 2,886,737 | 2.84 |
| 2026-07-15 | 9,834,475 | +6.0% | 3,169,257 | 3.10 |
| 2026-06-30 | 9,277,677 | +3.8% | 3,369,268 | 2.75 |
| 2026-06-15 | 8,937,668 | +1.3% | 4,442,813 | 2.01 |
| 2026-05-29 | 8,826,367 | -1.9% | 3,525,082 | 2.50 |
| 2026-05-15 | 8,994,389 | +5.7% | 6,311,273 | 1.43 |
| 2026-04-30 | 8,513,011 | -0.1% | 2,996,310 | 2.84 |
| 2026-04-15 | 8,519,228 | +5.8% | 5,613,773 | 1.52 |
| 2026-03-31 | 8,051,303 | -2.0% | 3,867,872 | 2.08 |
| 2026-03-13 | 8,218,719 | -2.7% | 3,355,040 | 2.45 |
| 2026-02-27 | 8,443,935 | -2.8% | 4,960,243 | 1.70 |
| 2026-02-13 | 8,689,921 | -6.1% | 7,693,777 | 1.13 |
| 2026-01-30 | 9,254,915 | -7.5% | 5,774,870 | 1.60 |
| 2026-01-15 | 10,009,292 | +9.8% | 2,540,977 | 3.94 |
| 2025-12-31 | 9,116,168 | -5.9% | 1,818,180 | 5.01 |
| 2025-12-15 | 9,689,708 | +6.1% | 1,991,160 | 4.87 |
| 2025-11-28 | 9,130,458 | +4.1% | 3,811,054 | 2.40 |
| 2025-11-14 | 8,770,645 | -4.1% | 3,014,527 | 2.91 |
| 2025-10-31 | 9,146,655 | -1.9% | 2,931,808 | 3.12 |
| 2025-10-15 | 9,327,727 | -2.0% | 2,115,093 | 4.41 |
| 2025-09-30 | 9,518,242 | -7.6% | 2,581,940 | 3.69 |
| 2025-09-15 | 10,299,645 | +8.3% | 1,953,771 | 5.27 |
| 2025-08-29 | 9,513,717 | -4.2% | 2,192,879 | 4.34 |
| 2025-08-15 | 9,929,418 | +3.3% | 2,878,179 | 3.45 |
| 2025-07-31 | 9,614,183 | +5.7% | 3,546,333 | 2.71 |
| 2025-07-15 | 9,092,014 | -15.8% | 2,966,308 | 3.07 |
| 2025-06-30 | 10,795,644 | +12.9% | 3,173,284 | 3.40 |
| 2025-06-13 | 9,558,149 | +10.9% | 3,762,684 | 2.54 |
| 2025-05-30 | 8,615,582 | +17.9% | 3,147,335 | 2.74 |
| 2025-05-15 | 7,309,887 | +20.4% | 4,139,011 | 1.77 |
| 2025-04-30 | 6,068,703 | +1.6% | 2,610,165 | 2.33 |
| 2025-04-15 | 5,970,728 | +1.7% | 4,539,724 | 1.32 |
| 2025-03-31 | 5,870,194 | -24.3% | 3,299,553 | 1.78 |
| 2025-03-14 | 7,753,528 | +6.3% | 4,967,102 | 1.56 |
| 2025-02-28 | 7,295,301 | -12.2% | 4,313,076 | 1.69 |
| 2025-02-14 | 8,312,803 | +4.6% | 5,333,132 | 1.56 |
| 2025-01-31 | 7,950,291 | -15.2% | 3,426,548 | 2.32 |
| 2025-01-15 | 9,369,582 | +14.7% | 2,761,602 | 3.39 |
| 2024-12-31 | 8,170,137 | -2.5% | 2,314,140 | 3.53 |
| 2024-12-13 | 8,381,159 | +1.2% | 2,878,892 | 2.91 |
| 2024-11-29 | 8,281,780 | -4.8% | 2,936,844 | 2.82 |
| 2024-11-15 | 8,694,790 | -14.2% | 3,926,538 | 2.21 |
| 2024-10-31 | 10,139,098 | +3.8% | 1,770,737 | 5.73 |
Daily short volume
FINRA Reg SHO, the last 30 sessions. JSONAs of 28 October 2026, the short share of NET volume is 56.9%, up 5.3 points over the last five sessions. Over the last 30 readings it ranged from 35.6% (30 September 2026) to 63.0% (6 October 2026). The latest reading is 8.2 points above the 30-session average of 48.7%, on 1.0M shares reported.
| Date | Short volume | Total volume | Short share | Exempt |
|---|---|---|---|---|
| 2026-10-28 | 589K | 1.0M | 56.9% | 334 |
| 2026-10-27 | 592K | 1.2M | 50.6% | 646 |
| 2026-10-26 | 896K | 1.4M | 62.6% | 163 |
| 2026-10-23 | 1.2M | 2.1M | 58.3% | 11,081 |
| 2026-10-22 | 1.3M | 2.4M | 52.5% | 12,687 |
| 2026-10-21 | 982K | 1.9M | 51.6% | 616 |
| 2026-10-20 | 421K | 989K | 42.5% | 455 |
| 2026-10-19 | 630K | 1.5M | 41.4% | 280 |
| 2026-10-16 | 764K | 2.1M | 37.0% | 7,578 |
| 2026-10-15 | 868K | 2.4M | 36.4% | 5,628 |
| 2026-10-14 | 1.0M | 2.1M | 48.5% | 34,989 |
| 2026-10-13 | 516K | 863K | 59.8% | 6,457 |
| 2026-10-12 | 400K | 901K | 44.4% | 5,178 |
| 2026-10-09 | 731K | 1.5M | 49.8% | 119 |
| 2026-10-08 | 436K | 1.2M | 36.3% | 57 |
| 2026-10-07 | 451K | 1.2M | 36.5% | 9,737 |
| 2026-10-06 | 967K | 1.5M | 63.0% | 41,627 |
| 2026-10-05 | 780K | 1.6M | 47.5% | 0 |
| 2026-10-02 | 736K | 1.6M | 45.3% | 119,161 |
| 2026-10-01 | 629K | 1.4M | 43.9% | 21,223 |
| 2026-09-30 | 445K | 1.2M | 35.6% | 1,530 |
| 2026-09-29 | 514K | 1.0M | 49.5% | 2,147 |
| 2026-09-28 | 751K | 1.5M | 51.3% | 14,318 |
| 2026-09-25 | 583K | 1.4M | 42.8% | 8,946 |
| 2026-09-24 | 696K | 1.3M | 52.1% | 666 |
| 2026-09-23 | 663K | 1.3M | 52.7% | 1,494 |
| 2026-09-22 | 873K | 1.5M | 57.7% | 305 |
| 2026-09-21 | 1.2M | 1.9M | 62.3% | 309 |
| 2026-09-18 | 622K | 1.5M | 42.6% | 3,680 |
| 2026-09-17 | 736K | 1.5M | 50.0% | 168 |
Fails to deliver
SEC, the last 30 settlement dates with a fail. JSONAs of 30 September 2026, the fails-to-deliver balance in NET is 544 shares, up 459 shares over the last settlement date. Over the last 30 readings it ranged from 1 share (21 July 2026) to 37,191 shares (24 August 2026). The latest reading sits at the bottom of that range.
| Settlement | Shares failed | Price | Value |
|---|---|---|---|
| 2026-09-30 | 544 | $352.26 | $192K |
| 2026-09-28 | 85 | $349.02 | $30K |
| 2026-09-17 | 40 | $324.65 | $13K |
| 2026-09-08 | 248 | $278.92 | $69K |
| 2026-09-01 | 32,760 | $305.11 | $10.0M |
| 2026-08-31 | 32,860 | $299.84 | $9.9M |
| 2026-08-28 | 32,760 | $308.23 | $10.1M |
| 2026-08-27 | 32,891 | $284.89 | $9.4M |
| 2026-08-26 | 32,891 | $277.58 | $9.1M |
| 2026-08-25 | 32,896 | $280.35 | $9.2M |
| 2026-08-24 | 37,191 | $293.14 | $10.9M |
| 2026-08-12 | 1,829 | $306.97 | $561K |
| 2026-08-11 | 5 | $310.59 | $2K |
| 2026-08-10 | 831 | $300.27 | $250K |
| 2026-08-06 | 1,341 | $292.96 | $393K |
| 2026-08-05 | 3,899 | $301.33 | $1.2M |
| 2026-07-31 | 21,031 | $283.39 | $6.0M |
| 2026-07-27 | 65 | $262.15 | $17K |
| 2026-07-24 | 1,182 | $262.32 | $310K |
| 2026-07-21 | 1 | $272.42 | $272 |
| 2026-07-20 | 2,769 | $277.66 | $769K |
| 2026-07-06 | 660 | $242.41 | $160K |
| 2026-06-29 | 193 | $237.24 | $46K |
| 2026-06-26 | 2,907 | $226.65 | $659K |
| 2026-06-25 | 13,540 | $223.48 | $3.0M |
| 2026-06-24 | 1,611 | $224.94 | $362K |
| 2026-06-23 | 5,335 | $218.38 | $1.2M |
| 2026-06-22 | 2,202 | $224.06 | $493K |
| 2026-06-17 | 6 | $230.97 | $1K |
| 2026-06-15 | 38 | $228.48 | $9K |
Insider trades
SEC Form 4, newest first. JSONInsiders at NET reported 229 open-market sells worth $174.2M in the last 90 days and no open-market buys. Latest filing: SEIFERT THOMAS J (Chief Financial Officer) on 2026-10-19.
| Date | Insider | Title | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|---|
| 2026-10-19 | SEIFERT THOMAS J | Chief Financial Officer | Sell | 500 | $304.15 | $152K | 105K |
| 2026-10-19 | SEIFERT THOMAS J | Chief Financial Officer | Sell | 502 | $303.26 | $152K | 105K |
| 2026-10-19 | SEIFERT THOMAS J | Chief Financial Officer | Sell | 598 | $301.99 | $181K | 106K |
| 2026-10-19 | SEIFERT THOMAS J | Chief Financial Officer | Sell | 3K | $300.39 | $794K | 107K |
| 2026-10-19 | SEIFERT THOMAS J | Chief Financial Officer | Sell | 4K | $299.36 | $1.1M | 109K |
| 2026-10-19 | SEIFERT THOMAS J | Chief Financial Officer | Sell | 3K | $298.32 | $1.0M | 113K |
| 2026-10-19 | SEIFERT THOMAS J | Chief Financial Officer | Sell | 1K | $297.29 | $327K | 116K |
| 2026-10-19 | SEIFERT THOMAS J | Chief Financial Officer | Exercise or conversion | 13K | $44.72 | $559K | 117K |
| 2026-10-19 | Ledbetter Carl | Director | Sell | 1K | $305.60 | $338K | 868K |
| 2026-10-19 | Ledbetter Carl | Director | Sell | 2K | $304.47 | $598K | 869K |
| 2026-10-19 | Ledbetter Carl | Director | Sell | 2K | $303.64 | $586K | 871K |
| 2026-10-15 | SEIFERT THOMAS J | Chief Financial Officer | Tax withholding | 3K | $316.32 | $931K | 105K |
| 2026-10-07 | Zatlyn Michelle | President and Board Co-Chair | Sell | 297 | $352.25 | $105K | 70K |
| 2026-10-07 | Zatlyn Michelle | President and Board Co-Chair | Sell | 2K | $351.40 | $760K | 70K |
| 2026-10-07 | Zatlyn Michelle | President and Board Co-Chair | Sell | 4K | $350.37 | $1.5M | 72K |
| 2026-10-07 | Zatlyn Michelle | President and Board Co-Chair | Sell | 4K | $349.38 | $1.4M | 76K |
| 2026-10-07 | Zatlyn Michelle | President and Board Co-Chair | Sell | 8K | $348.23 | $2.7M | 80K |
| 2026-10-07 | Zatlyn Michelle | President and Board Co-Chair | Sell | 9K | $347.20 | $3.1M | 88K |
| 2026-10-07 | Zatlyn Michelle | President and Board Co-Chair | Sell | 6K | $346.40 | $2.0M | 97K |
| 2026-10-07 | Zatlyn Michelle | President and Board Co-Chair | Conversion | 33K | price not stated in the filing | not stated | 103K |
| 2026-10-06 | Zatlyn Michelle | President and Board Co-Chair | Sell | 752 | $369.34 | $278K | 70K |
| 2026-10-06 | Zatlyn Michelle | President and Board Co-Chair | Sell | 4K | $368.59 | $1.5M | 71K |
| 2026-10-06 | Zatlyn Michelle | President and Board Co-Chair | Sell | 9K | $367.72 | $3.1M | 75K |
| 2026-10-06 | Zatlyn Michelle | President and Board Co-Chair | Sell | 9K | $366.65 | $3.4M | 83K |
| 2026-10-06 | Zatlyn Michelle | President and Board Co-Chair | Sell | 6K | $365.69 | $2.3M | 92K |
| 2026-10-06 | Zatlyn Michelle | President and Board Co-Chair | Sell | 4K | $364.39 | $1.6M | 99K |
| 2026-10-06 | Zatlyn Michelle | President and Board Co-Chair | Conversion | 33K | price not stated in the filing | not stated | 103K |
| 2026-10-05 | Zatlyn Michelle | President and Board Co-Chair | Sell | 157 | $356.05 | $56K | 70K |
| 2026-10-05 | Zatlyn Michelle | President and Board Co-Chair | Sell | 6K | $355.45 | $2.2M | 70K |
| 2026-10-05 | Zatlyn Michelle | President and Board Co-Chair | Sell | 3K | $354.32 | $1.0M | 76K |
| 2026-10-05 | Zatlyn Michelle | President and Board Co-Chair | Sell | 6K | $353.35 | $2.1M | 79K |
| 2026-10-05 | Zatlyn Michelle | President and Board Co-Chair | Sell | 7K | $352.39 | $2.4M | 85K |
| 2026-10-05 | Zatlyn Michelle | President and Board Co-Chair | Sell | 5K | $351.30 | $1.7M | 92K |
| 2026-10-05 | Zatlyn Michelle | President and Board Co-Chair | Sell | 3K | $350.09 | $939K | 96K |
| 2026-10-05 | Zatlyn Michelle | President and Board Co-Chair | Sell | 4K | $349.07 | $1.3M | 99K |
| 2026-10-05 | Zatlyn Michelle | President and Board Co-Chair | Conversion | 33K | price not stated in the filing | not stated | 103K |
| 2026-09-22 | Ledbetter Carl | Director | Sell | 5K | $353.15 | $1.8M | 873K |
| 2026-09-17 | SEIFERT THOMAS J | Chief Financial Officer | Sell | 100 | $336.51 | $34K | 108K |
| 2026-09-17 | SEIFERT THOMAS J | Chief Financial Officer | Sell | 700 | $330.23 | $231K | 116K |
| 2026-09-17 | SEIFERT THOMAS J | Chief Financial Officer | Sell | 100 | $326.56 | $33K | 118K |
| 2026-09-17 | SEIFERT THOMAS J | Chief Financial Officer | Sell | 100 | $320.89 | $32K | 118K |
| 2026-09-17 | SEIFERT THOMAS J | Chief Financial Officer | Sell | 600 | $335.32 | $201K | 108K |
| 2026-09-17 | SEIFERT THOMAS J | Chief Financial Officer | Sell | 2K | $334.59 | $625K | 109K |
| 2026-09-17 | SEIFERT THOMAS J | Chief Financial Officer | Sell | 3K | $333.62 | $878K | 110K |
| 2026-09-17 | SEIFERT THOMAS J | Chief Financial Officer | Sell | 2K | $332.50 | $533K | 113K |
| 2026-09-17 | SEIFERT THOMAS J | Chief Financial Officer | Sell | 1K | $331.59 | $397K | 115K |
| 2026-09-17 | SEIFERT THOMAS J | Chief Financial Officer | Sell | 700 | $329.37 | $231K | 117K |
| 2026-09-17 | SEIFERT THOMAS J | Chief Financial Officer | Sell | 300 | $328.04 | $98K | 117K |
| 2026-09-17 | SEIFERT THOMAS J | Chief Financial Officer | Sell | 100 | $318.90 | $32K | 118K |
| 2026-09-17 | SEIFERT THOMAS J | Chief Financial Officer | Conversion | 10K | price not stated in the filing | not stated | 118K |
| 2026-09-15 | SEIFERT THOMAS J | Chief Financial Officer | Tax withholding | 3K | $327.23 | $963K | 108K |
| 2026-09-14 | Ledbetter Carl | Director | Sell | 1K | $313.71 | $376K | 878K |
| 2026-09-14 | Ledbetter Carl | Director | Sell | 2K | $312.86 | $751K | 879K |
| 2026-09-14 | Ledbetter Carl | Director | Sell | 440 | $310.54 | $137K | 882K |
| 2026-09-14 | Ledbetter Carl | Director | Sell | 960 | $309.51 | $297K | 882K |
| 2026-09-08 | Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | Sell | 5K | $279.41 | $1.5M | 70K |
| 2026-09-08 | Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | Sell | 15K | $278.48 | $4.2M | 75K |
| 2026-09-08 | Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | Sell | 5K | $277.53 | $1.3M | 90K |
| 2026-09-08 | Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | Sell | 1K | $276.58 | $384K | 95K |
| 2026-09-08 | Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | Sell | 2K | $274.39 | $604K | 96K |
| 2026-09-08 | Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | Sell | 2K | $273.09 | $663K | 99K |
| 2026-09-08 | Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | Sell | 2K | $272.41 | $467K | 101K |
| 2026-09-08 | Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | Conversion | 33K | price not stated in the filing | not stated | 103K |
| 2026-09-04 | Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | Sell | 5K | $282.87 | $1.4M | 70K |
| 2026-09-04 | Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | Sell | 18K | $281.93 | $5.0M | 75K |
| 2026-09-04 | Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | Sell | 8K | $281.02 | $2.2M | 92K |
| 2026-09-04 | Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | Sell | 3K | $279.73 | $770K | 100K |
| 2026-09-04 | Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | Conversion | 33K | price not stated in the filing | not stated | 103K |
| 2026-09-03 | Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | Sell | 2K | $281.73 | $623K | 70K |
| 2026-09-03 | Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | Sell | 6K | $281.07 | $1.7M | 72K |
| 2026-09-03 | Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | Sell | 5K | $279.77 | $1.3M | 78K |
| 2026-09-03 | Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | Sell | 5K | $278.92 | $1.5M | 83K |
| 2026-09-03 | Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | Sell | 7K | $277.79 | $2.0M | 88K |
| 2026-09-03 | Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | Sell | 7K | $276.79 | $2.0M | 96K |
| 2026-09-03 | Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | Conversion | 33K | price not stated in the filing | not stated | 103K |
| 2026-08-21 | Zatlyn Michelle | President and Board Co-Chair | Sell | 90 | $281.31 | $25K | 70K |
| 2026-08-21 | Zatlyn Michelle | President and Board Co-Chair | Sell | 956 | $280.42 | $268K | 70K |
| 2026-08-21 | Zatlyn Michelle | President and Board Co-Chair | Sell | 5K | $279.72 | $1.5M | 71K |
| 2026-08-21 | Zatlyn Michelle | President and Board Co-Chair | Sell | 6K | $278.78 | $1.6M | 76K |
| 2026-08-21 | Zatlyn Michelle | President and Board Co-Chair | Sell | 6K | $277.95 | $1.6M | 82K |
| 2026-08-21 | Zatlyn Michelle | President and Board Co-Chair | Sell | 4K | $276.67 | $1.2M | 87K |
| 2026-08-21 | Zatlyn Michelle | President and Board Co-Chair | Sell | 9K | $275.66 | $2.5M | 92K |
| 2026-08-21 | Zatlyn Michelle | President and Board Co-Chair | Sell | 2K | $274.47 | $605K | 101K |
| 2026-08-21 | Zatlyn Michelle | President and Board Co-Chair | Conversion | 33K | price not stated in the filing | not stated | 103K |
| 2026-08-20 | Zatlyn Michelle | President and Board Co-Chair | Sell | 759 | $291.80 | $221K | 70K |
| 2026-08-20 | Zatlyn Michelle | President and Board Co-Chair | Sell | 136 | $289.30 | $39K | 71K |
| 2026-08-20 | Zatlyn Michelle | President and Board Co-Chair | Sell | 3K | $288.01 | $733K | 71K |
| 2026-08-20 | Zatlyn Michelle | President and Board Co-Chair | Sell | 2K | $287.00 | $670K | 73K |
| 2026-08-20 | Zatlyn Michelle | President and Board Co-Chair | Sell | 3K | $286.10 | $889K | 76K |
| 2026-08-20 | Zatlyn Michelle | President and Board Co-Chair | Sell | 8K | $285.16 | $2.4M | 79K |
| 2026-08-20 | Zatlyn Michelle | President and Board Co-Chair | Sell | 9K | $284.05 | $2.5M | 87K |
| 2026-08-20 | Zatlyn Michelle | President and Board Co-Chair | Sell | 7K | $283.21 | $2.0M | 96K |
| 2026-08-20 | Zatlyn Michelle | President and Board Co-Chair | Conversion | 33K | price not stated in the filing | not stated | 103K |
| 2026-08-19 | Zatlyn Michelle | President and Board Co-Chair | Sell | 3 | $300.83 | $903 | 70K |
| 2026-08-19 | Zatlyn Michelle | President and Board Co-Chair | Sell | 1K | $298.98 | $364K | 70K |
| 2026-08-19 | Zatlyn Michelle | President and Board Co-Chair | Sell | 824 | $297.99 | $246K | 71K |
| 2026-08-19 | Zatlyn Michelle | President and Board Co-Chair | Sell | 2K | $297.10 | $462K | 72K |
| 2026-08-19 | Zatlyn Michelle | President and Board Co-Chair | Sell | 8K | $296.31 | $2.2M | 73K |
| 2026-08-19 | Zatlyn Michelle | President and Board Co-Chair | Sell | 11K | $295.31 | $3.1M | 81K |
| 2026-08-19 | Zatlyn Michelle | President and Board Co-Chair | Sell | 1K | $293.42 | $417K | 92K |
Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are rarer.
Planned sales (Form 144)
Newest first. JSON45 Form 144 notices on file for NET worth $123.9M at the prices reported; 8 in the last 90 days worth $36.3M. Latest: THOMAS SEIFERT filed on 2026-10-19 to sell 12,500 shares ($3.7M) from 2026-10-19.
| Filed | Seller | Shares | Market value | Of outstanding | Sale from | Broker |
|---|---|---|---|---|---|---|
| 2026-10-19 | THOMAS SEIFERTOfficer | 13K | $3.7M | 0.004% | 2026-10-19 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-09-22 | Ledbetter CarlDirector | 25K | $8.8M | 0.008% | 2026-09-22 | Stifel Nicolaus & Company Inc |
| 2026-09-17 | THOMAS SEIFERTOfficer | 10K | $3.2M | 0.003% | 2026-09-17 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-08-18 | ALISSA M STARZAKOfficer | 3K | $773K | 0.001% | 2026-08-18 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-08-17 | ALISSA M STARZAKOfficer | 3K | $1.0M | 0.001% | 2026-08-17 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-08-17 | THOMAS SEIFERTOfficer | 10K | $3.2M | 0.003% | 2026-08-17 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-08-04 | THOMAS SEIFERTOfficer | 55K | $15.6M | 0.017% | 2026-08-04 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-08-03 | MARK HAWKINSDirector | 133 | $37K | 0.000% | 2026-08-03 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-07-17 | THOMAS SEIFERTOfficer | 10K | $2.7M | 0.003% | 2026-07-17 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-07-07 | Ledbetter CarlDirector | 15K | $4.0M | 0.005% | 2026-07-07 | Stifel Nicolaus & Company Inc |
| 2026-07-01 | MARK HAWKINSDirector | 133 | $33K | 0.000% | 2026-07-01 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-06-17 | THOMAS SEIFERTOfficer | 10K | $2.3M | 0.003% | 2026-06-17 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-06-08 | KATRIN SUSANNE SUDERDirector | 293 | $74K | 0.000% | 2026-06-08 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-06-01 | MARK HAWKINSDirector | 133 | $33K | 0.000% | 2026-06-01 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-05-28 | ALISSA M STARZAKOfficer | 16K | $3.5M | 0.005% | 2026-05-28 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-05-26 | DOUGLAS KRAMEROfficer | 18K | $3.9M | 0.006% | 2026-05-26 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-05-18 | DOUGLAS KRAMEROfficer | 6K | $1.2M | 0.002% | 2026-05-18 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-05-18 | THOMAS SEIFERTOfficer | 10K | $2.0M | 0.003% | 2026-05-18 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-05-12 | Kramer Douglas JamesFormer Chief Legal Officer | 6K | $1.2M | 0.002% | 2026-05-11 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-05-01 | MARK HAWKINSDirector | 133 | $28K | 0.000% | 2026-05-01 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-04-28 | Ledbetter CarlDirector | 45K | $9.7M | 0.014% | 2026-04-28 | Stifel Nicolaus & Company Inc |
| 2026-04-17 | THOMAS SEIFERTOfficer | 10K | $2.0M | 0.003% | 2026-04-17 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-04-01 | MARK HAWKINSDirector | 133 | $28K | 0.000% | 2026-04-01 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-03-17 | THOMAS SEIFERTOfficer | 10K | $2.1M | 0.030% | 2026-03-17 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-03-02 | MARK HAWKINSDirector | 133 | $22K | 0.000% | 2026-03-02 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-02-20 | THOMAS SEIFERTOfficer | 42K | $8.0M | 0.013% | 2026-02-20 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-02-02 | DOUGLAS KRAMEROfficer | 3K | $529K | 0.001% | 2026-02-02 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-02-02 | MARK HAWKINSDirector | 134 | $24K | 0.000% | 2026-02-02 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-01-27 | Ledbetter CarlOfficer | 60K | $12.7M | 0.171% | 2026-01-27 | Stifel Nicolaus & Company Inc |
| 2026-01-20 | THOMAS SEIFERTOfficer | 10K | $1.8M | 0.003% | 2026-01-20 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-01-02 | DOUGLAS KRAMEROfficer | 9K | $1.8M | 0.003% | 2026-01-02 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-01-02 | MARK HAWKINSDirector | 134 | $27K | 0.000% | 2026-01-02 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-12-22 | THOMAS SEIFERTOfficer | 10K | $2.0M | 0.003% | 2025-12-22 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-12-22 | KATRIN SUSANNE SUDERDirector | 2K | $406K | 0.001% | 2025-12-22 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-12-01 | DOUGLAS KRAMEROfficer | 3K | $591K | 0.001% | 2025-12-01 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-12-01 | MARK HAWKINSDirector | 134 | $26K | 0.000% | 2025-12-01 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-11-20 | THOMAS SEIFERTOfficer | 42K | $8.2M | 0.013% | 2025-11-20 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-11-19 | KATRIN SUSANNE SUDERDirector | 2K | $399K | 0.001% | 2025-11-19 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-11-03 | MARK HAWKINSDirector | 1K | $254K | 0.000% | 2025-11-03 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-11-03 | DOUGLAS KRAMEROfficer | 3K | $767K | 0.001% | 2025-11-03 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-10-20 | Ledbetter CarlOfficer | 45K | $8.7M | 0.126% | 2025-10-20 | Stifel Nicolaus & Company Inc |
| 2025-10-20 | THOMAS SEIFERTOfficer | 10K | $2.1M | 0.003% | 2025-10-20 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-10-01 | DOUGLAS KRAMEROfficer | 9K | $1.9M | 0.003% | 2025-10-01 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-10-01 | MARK HAWKINSDirector | 1K | $213K | 0.000% | 2025-10-01 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-09-22 | THOMAS SEIFERTOfficer | 10K | $2.3M | 0.003% | 2025-09-22 | Morgan Stanley Smith Barney LLC Executive Financial Services |
Large holders (13D and 13G)
One row per reporting person with its latest filing, newest first. JSON5 holders report 5% or more of NET in their latest filing, all on Schedule 13G (passive). The largest reported stake is Matthew Prince at 7.7% of the class (26,338,507 shares), filed 2026-02-13 for an event on 2025-12-31.
| Filed | Form | Holder | Shares | Of class | Event |
|---|---|---|---|---|---|
| 2026-07-24 | 13G/Ano. 9 | BAILLIE GIFFORD & COinvestment adviser | 14.6M | 4.6% | 2026-06-30 |
| 2026-05-14 | 13G/Ano. 5 | Capital World Investorsinvestment adviser | 23.0M | 7.3% | 2026-03-31 |
| 2026-04-29 | 13G | Vanguard Portfolio Managementinvestment adviser | 16.1M | 5.1% | 2026-03-31 |
| 2026-04-29 | 13G | Vanguard Capital Managementinvestment adviser | 16.5M | 5.2% | 2026-03-31 |
| 2026-03-26 | 13G/Ano. 5 | The Vanguard Groupinvestment adviser | 0 | 0.0% | 2026-03-13 |
| 2026-02-13 | 13G/Ano. 5 | Matthew Princeindividual | 26.3M | 7.7% | 2025-12-31 |
| 2026-02-12 | 13G/Ano. 6 | Morgan Stanleyparent holding company, corporation | 16.8M | 5.3% | 2025-12-31 |
| 2026-02-12 | 13G/Ano. 6 | Morgan Stanley Investment Management Inc.investment adviser, corporation | 15.7M | 4.9% | 2025-12-31 |
13F holders
Tracked managers holding NET at their latest 13F. JSON10 of the 30 tracked managers held NET at their latest 13F, $1.86B in total at quarter-end prices. Two Sigma Investments is the largest at $634.3M (0.5% of its portfolio) as of 2026-06-30. Over the prior quarter 4 added shares and 6 cut.
| Fund | Quarter | Shares | Value | Of portfolio | Change in shares |
|---|---|---|---|---|---|
| Two Sigma Investments | 2026-06-30 | 2.6M | $634.3M | 0.46% | -234K |
| AQR Capital Management | 2026-06-30 | 2.1M | $509.4M | 0.18% | +1.2M |
| D. E. Shaw & Co. | 2026-06-30 | 1.9M | $477.8M | 0.23% | +661K |
| Citadel Advisors | 2026-06-30 | 491K | $120.4M | 0.01% | -1.5M |
| ARK Investment Management | 2026-06-30 | 176K | $43.1M | 0.28% | -8K |
| Renaissance Technologies | 2026-06-30 | 171K | $42.0M | 0.06% | new |
| Millennium Management | 2026-06-30 | 106K | $25.9M | 0.01% | -117K |
| Bridgewater Associates | 2026-06-30 | 7K | $1.6M | 0.01% | -2K |
| Soros Fund Management | 2026-06-30 | 4K | $1.1M | 0.01% | -6K |
| Fisher Asset Management | 2026-06-30 | 1K | $300K | 0.00% | new |
Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.
Financials
SEC XBRL, as filed. JSONIn Q2 FY 2026 (quarter ended 2026-06-30) Cloudflare reported revenue of $696.1M, up 35.9% from the same quarter a year earlier, and net loss of $170.0M (-0.48 diluted EPS). In FY 2025 it generated $603.1M of operating cash flow.
- Cash
- $1.66B
- Equity
- $1.62B
- Total assets
- $6.47B
Quarterly, last 8 quarters
| Quarter | Period end | Revenue | Net income | Margin | Diluted EPS |
|---|---|---|---|---|---|
| Q2 FY 2026 | 2026-06-30 | $696.1M | -$170.0M | -24.4% | -0.48 |
| Q1 FY 2026 | 2026-03-31 | $639.8M | -$22.9M | -3.6% | -0.07 |
| Q4 FY 2025derived | 2025-12-31 | $614.5M | -$12.1M | -2.0% | n/a |
| Q3 FY 2025 | 2025-09-30 | $562.0M | -$1.3M | -0.2% | 0.00 |
| Q2 FY 2025 | 2025-06-30 | $512.3M | -$50.4M | -9.8% | -0.15 |
| Q1 FY 2025 | 2025-03-31 | $479.1M | -$38.5M | -8.0% | -0.11 |
| Q4 FY 2024derived | 2024-12-31 | $459.9M | -$12.8M | -2.8% | n/a |
| Q3 FY 2024 | 2024-09-30 | $430.1M | -$15.3M | -3.6% | -0.04 |
Fiscal years, with buybacks and dividends
| Fiscal year | Ends | Revenue | Net income | Operating cash flow | Capex | Buybacks | Dividends |
|---|---|---|---|---|---|---|---|
| FY 2025 | 2025-12-31 | $2.17B | -$102.3M | $603.1M | $315.6M | $0 | n/a |
| FY 2024 | 2024-12-31 | $1.67B | -$78.8M | $380.4M | $185.0M | $0 | n/a |
| FY 2023 | 2023-12-31 | $1.30B | -$183.9M | $254.4M | $114.4M | $34K | n/a |
| FY 2022 | 2022-12-31 | $975.2M | -$193.4M | $123.6M | $143.6M | $3K | n/a |
| FY 2021 | 2021-12-31 | $656.4M | -$260.3M | $64.6M | $93.0M | $189K | n/a |
Quarters are the three-month figures the company reports; a fourth quarter marked derived is the fiscal year less the three reported quarters, since companies report it only inside the 10-K. Fiscal years are the annual figures. Buybacks are the cash the company paid to repurchase its common stock in the year, not the amount authorized. Balance sheet lines are as of 2026-06-30.
What this page is
Cloudflare in the regulatory record
Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page puts those series for one ticker on one URL, with planned sales, large holders, 13F holders and financials beside them, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.
Each section has its own history table, a one-line summary of the latest figures and its own JSON and CSV links, and says when its source last updated.
This page follows Cloudflare (NET), SEC CIK 1477333, listed on NYSE, classified by the SEC as services-prepackaged software. The cross-market tables live on the short interest and insider transactions hubs.
Source and updates
- Short interest
- FINRA consolidated short interestSource: FINRA.Twice a month, about eight business days after settlement. Latest 2026-10-15.JSON and CSV
- Daily short volume
- FINRA Reg SHO daily filesSource: FINRA.Every trading day, the morning after FINRA posts it. Latest 2026-10-28.JSON and CSV
- Fails to deliver
- SEC fails-to-deliver dataSource: SEC.Twice a month, a few weeks after the half month ends. Latest 2026-09-30.JSON and CSV
- Planned sales
- SEC EDGAR Form 144Source: SEC.New notices appear shortly after the SEC posts them; a notice is filed on or before the sale. Latest 2026-10-19.JSON and CSV
- Large holders
- SEC EDGAR Schedule 13D and 13GSource: SEC.New filings appear shortly after the SEC posts them. A 13D is due within five business days of crossing 5%; a 13G follows the passive schedule. Latest 2026-07-24.JSON and CSV
- 13F holders
- SEC EDGAR Form 13F-HRSource: SEC.Quarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
- Financials
- SEC EDGAR 10-K and 10-Q filingsSource: SEC.Weekly; values are as filed in the 10-Q and 10-K. Latest 2026-06-30.JSON and CSV
- Earnings dates
- SEC EDGAR 8-K filings (Item 2.02)Source: SEC.Twice a day. Reported dates come from the company's 8-K filings; the next date is marked as an estimate until the 8-K arrives. Latest 2026-08-06.JSON and CSV
- Insider trades
- SEC EDGAR Form 4Source: SEC.New filings appear shortly after the SEC posts them; they're due two business days after the trade. Latest 2026-10-19.JSON and CSV
- Company record
- EDGAR filing index for CIK 1477333Ticker, name and exchange from the SEC's company list, refreshed weekly.
- Rate limits
- 10 requests a minute without a key, 30 with a free key from a free account.
How to read it
- Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
- Insider buys next to a large short position are rare and stand out; insider sells next to one are common and mean little.
- Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.
Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.
Other companies the SEC classifies as services-prepackaged software
Other company pages
Datasets
Frequently Asked Questions
How much of NET is sold short?
7,992,126 shares were held short at the 2026-10-15 settlement, 2.9 days of average volume. FINRA publishes the next count about eight business days after the 15th and the last business day of the month.
What is NET's daily short volume?
On 2026-10-28, 589,151 of the 1,035,294 NET shares reported to FINRA were sold short, 56.9% of the day's reported volume. Short volume is a flow for one day, not a position.
Does NET have fails to deliver?
The SEC's latest file shows 544 NET shares failed to deliver at settlement 2026-09-30. Fails are reported per settlement date and published twice a month with a lag.
Are NET insiders buying or selling?
Insiders at NET reported 229 open-market sells worth $174.2M in the last 90 days and no open-market buys. Latest filing: SEIFERT THOMAS J (Chief Financial Officer) on 2026-10-19.
Have NET insiders filed to sell?
45 Form 144 notices on file for NET worth $123.9M at the prices reported; 8 in the last 90 days worth $36.3M. Latest: THOMAS SEIFERT filed on 2026-10-19 to sell 12,500 shares ($3.7M) from 2026-10-19.
Who owns 5% or more of NET?
5 holders report 5% or more of NET in their latest filing, all on Schedule 13G (passive). The largest reported stake is Matthew Prince at 7.7% of the class (26,338,507 shares), filed 2026-02-13 for an event on 2025-12-31.
What did NET report last quarter?
In Q2 FY 2026 (quarter ended 2026-06-30) Cloudflare reported revenue of $696.1M, up 35.9% from the same quarter a year earlier, and net loss of $170.0M (-0.48 diluted EPS). In FY 2025 it generated $603.1M of operating cash flow.
Which tracked 13F managers own NET?
10 of the 30 tracked 13F managers held NET shares at their latest filing, $1.86B in all. The largest: Two Sigma Investments (2.6M shares, $634.3M), Cliff Asness's AQR Capital Management (2.1M shares, $509.4M), D. E. Shaw & Co. (1.9M shares, $477.8M), Ken Griffin's Citadel Advisors (491K shares, $120.4M), Cathie Wood's ARK Investment Management (176K shares, $43.1M), Renaissance Technologies (171K shares, $42.0M). The table above lists all 10.
Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.