KBC Group NV has added 686,702 shares of $NET to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $NET.
CLOUDFLARE Hedge Fund Activity
We have seen 554 institutional investors add shares of CLOUDFLARE stock to their portfolio, and 361 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 2,278,287 shares (+1367.4%) to their portfolio in Q1 2025, for an estimated $256,740,162
- BAILLIE GIFFORD & CO removed 1,900,690 shares (-6.9%) from their portfolio in Q2 2025, for an estimated $372,212,122
- FMR LLC added 1,663,161 shares (+13.5%) to their portfolio in Q1 2025, for an estimated $187,421,613
- MORGAN STANLEY removed 1,629,838 shares (-7.0%) from their portfolio in Q1 2025, for an estimated $183,666,444
- SANDS CAPITAL MANAGEMENT, LLC removed 1,338,608 shares (-17.2%) from their portfolio in Q1 2025, for an estimated $150,847,735
- QUBE RESEARCH & TECHNOLOGIES LTD added 1,270,548 shares (+inf%) to their portfolio in Q1 2025, for an estimated $143,178,054
- GOLDMAN SACHS GROUP INC added 1,149,302 shares (+151.6%) to their portfolio in Q1 2025, for an estimated $129,514,842
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
CLOUDFLARE Insider Trading Activity
CLOUDFLARE insiders have traded $NET stock on the open market 293 times in the past 6 months. Of those trades, 0 have been purchases and 293 have been sales.
Here’s a breakdown of recent trading of $NET stock by insiders over the last 6 months:
- MATTHEW PRINCE (CEO & Board Co-Chair) has made 0 purchases and 123 sales selling 942,912 shares for an estimated $138,551,772.
- MICHELLE ZATLYN (President and Board Co-Chair) has made 0 purchases and 98 sales selling 480,444 shares for an estimated $73,132,264.
- THOMAS J SEIFERT (Chief Financial Officer) has made 0 purchases and 35 sales selling 205,191 shares for an estimated $36,370,136.
- CARL LEDBETTER has made 0 purchases and 10 sales selling 41,291 shares for an estimated $7,956,749.
- DOUGLAS JAMES KRAMER (CHIEF LEGAL OFFICER) has made 0 purchases and 14 sales selling 27,000 shares for an estimated $4,245,484.
- KATRIN SUDER has made 0 purchases and 5 sales selling 10,549 shares for an estimated $1,554,171.
- JANEL RILEY (Chief Accounting Officer) has made 0 purchases and 8 sales selling 7,815 shares for an estimated $1,265,148.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CLOUDFLARE Government Contracts
We have seen $1,030,426 of award payments to $NET over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- GOV TOP LEVEL DOMAIN REGISTRY AND DNS SERVICE: $1,030,426
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
CLOUDFLARE Congressional Stock Trading
Members of Congress have traded $NET stock 5 times in the past 6 months. Of those trades, 2 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $NET stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 06/20.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 05/12.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 3 times. They made 1 purchase worth up to $15,000 on 02/10 and 2 sales worth up to $30,000 on 04/08, 04/04.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
CLOUDFLARE Analyst Ratings
Wall Street analysts have issued reports on $NET in the last several months. We have seen 13 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Stifel issued a "Buy" rating on 08/01/2025
- RBC Capital issued a "Outperform" rating on 08/01/2025
- B of A Securities issued a "Buy" rating on 08/01/2025
- Mizuho issued a "Outperform" rating on 08/01/2025
- Wells Fargo issued a "Overweight" rating on 08/01/2025
- Morgan Stanley issued a "Overweight" rating on 08/01/2025
- Needham issued a "Buy" rating on 08/01/2025
To track analyst ratings and price targets for CLOUDFLARE, check out Quiver Quantitative's $NET forecast page.
CLOUDFLARE Price Targets
Multiple analysts have issued price targets for $NET recently. We have seen 23 analysts offer price targets for $NET in the last 6 months, with a median target of $200.0.
Here are some recent targets:
- Adam Borg from Stifel set a target price of $230.0 on 08/01/2025
- Keith Weiss from Morgan Stanley set a target price of $235.0 on 08/01/2025
- Gregg Moskowitz from Mizuho set a target price of $240.0 on 08/01/2025
- Matthew Hedberg from RBC Capital set a target price of $228.0 on 08/01/2025
- Jackson Ader from Keybanc set a target price of $235.0 on 08/01/2025
- Andrew Nowinski from Wells Fargo set a target price of $250.0 on 08/01/2025
- James Fish from Piper Sandler set a target price of $224.0 on 08/01/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $NET ticker page for more data.
