13FGuru
Sign in with Google Sign in with Discord

NYSE · Technology

CLOUDFLARE INC NET

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.

Sources StockAnalysis company profile stockanalysis.com
Computer Software: Prepackaged Software

Company profile

Business mix

  • 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.
  • It also offers application performance solutions, such as content delivery, load balancing, DNS, smart shield, video stream delivery, web optimization, cloudfare waiting room, and cloudfare data localization suite.
  • In addition, the company provides zero trust security services which include cloudflare zero trust network access, secure web gateway, and one client.
  • Further, it provides developer-based solutions comprising workers AI, vectorize, AI gateway, cloudflare workers, cloudflare pages, R2 object storage, workers KV, durable objects, D1, hyperdrive, queues, cloudfare stream, cloudfare images.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - infrastructure?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 0.35% Buyback -2.02%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 3.4% $3.3B 2026-03-31
Sands Capital Management Frank Sands 3.0% $755.6M 2026-03-31
Baron Capital Ron Baron 0.3% $94.4M 2026-03-31
Duquesne Family Office Stanley Druckenmiller 0.3% $10,840 2026-03-31

Recent trading changes over the last 1 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 1 13F filing periods
Net reducers 2 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $9.9M Estimated from net added shares
Reduction amount $200.0M Estimated from net reduced shares
Net share change / base shares -4.1% -868,807 / 20,964,838
Duquesne Family Office Stanley Druckenmiller 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$10,840
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +52,535 (New) Total shares 52,535 Value $10,840
Baron Capital Ron Baron 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 11.7% 13F value change +$13.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 409,604 Last 1 periods +47,720 (+11.7%) Total shares 457,324 Value $94.4M
Baillie Gifford legacy James Anderson 1 filing periods
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -5.3% 13F value change -$31.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 16,823,947 Last 1 periods -899,524 (-5.3%) Total shares 15,924,423 Value $3.3B
Sands Capital Management Frank Sands 1 filing periods
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -1.9% 13F value change +$19.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 3,731,287 Last 1 periods -69,538 (-1.9%) Total shares 3,661,749 Value $755.6M

Recent mentions

No public mentions.