NET
Cloudflare, Inc.
NYSE Technology United States
297,58 $US
+0.43% today
+51.81% YTD · +39.68% 1Y
50
Insider transactions
SEC Form 4 · AMF · BaFin — rolling 90 days
29
Hedge funds tracked
Latest available SEC 13F filings
62
/ 100
STRONG

Analysis Cloudflare, Inc. (NET) — Kairos Score 62/100

Composite score aggregating 8 smart money dimensions: insiders (SEC/AMF/BaFin), hedge funds, politicians & gurus, price momentum, valuation, analyst consensus, financial health, earnings momentum. The higher the score, the more favorable the institutional signals consensus.

💡 Detailed breakdown (the 8 sub-scores) available in the Premium dashboard.

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 solutions, such as content delivery, load balancing, DNS, smart shield, video stream delivery, web optimization, cloudfare waiting room, and cloudfare data localization suite; SASE platform that combines network services and Zero Trust and workplace security products that provides a cloud-based network and security-as-a-service; network services, including magic WAN, magic transit, magic firewall, cloudflare network interconnect, and spectrum. In addition, the company provides zero trust security services which include cloudflare zero trust network access, secure web gateway, and one client; and remote browser isolation, cloud access security broker, cloud email security, digital experience monitoring, and data loss prevention products. 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, and cloudflare realtime; and consumer offerings, such as 1.1.1.1 DNS and with WARPm and cloudfare registrar that offers secure registration and management of domain names. The company serves customers in technology, healthcare, financial services, consumer and retail, industrial, and non-profit industries, as well as government. The company was incorporated in 2009 and is headquartered in San Francisco, California.

Key info

👔
CEO
Mr. Matthew Prince J.D.
📍
HQ
101 Townsend Street, San Francisco, CA, 94107, United States
👥
Employees
5 156
💰
Market cap
105 962 192 896,00 $US
💸
Dividend yield
0.00%

🕴️ Insider activity (90 days)

50 transactions — 0 buys and 91 sales reported by Cloudflare, Inc. executives.

ST
SEIFERT THOMAS J
Chief Financial Officer · 2026-10-19
Other
ST
SEIFERT THOMAS J
Chief Financial Officer · 2026-10-19
Sell
ST
SEIFERT THOMAS J
Chief Financial Officer · 2026-10-19
Sell

🏦 Hedge Funds

29 institutional funds report a position on NET in their latest SEC quarterly filing.

VANGUARD GROUP INC
Capital World Investors
BlackRock, Inc.
VANGUARD PORTFOLIO MANAGEMENT LLC
MORGAN STANLEY

📰 Recent news

15 recent articles on NET.

🔎 Google search interest

34/100 — current interest · stable (2.1%) · Trend: → stable

Google search volume for "NET" over 90 days (0-100 scale, 100 = period peak). 90-day average: 39.8/100, peak max: 76/100.

🧠 What makes Kairos Insider

Beyond raw data, we aggregate and score every smart money signal to give you a unique view.

🧠

Kairos Score 0-100

8-dimension composite score: insiders · hedge funds · politicians · momentum · valuation · health · analysts · earnings.

🎯

Insider Clusters

Detection of clustered purchases or sales by several executives in the same stock.

🏦

13F Hedge Funds

Berkshire, Pershing Square, Tiger Global, Bridgewater and other reporting funds.

📈

ETF Rotations

NANC & GOP (Pelosi & Republicans), GURU (top hedge funds), ARK (Cathie Wood). See who enters and exits each week.

🔥

Google Trends

Spot marked changes in search interest around the stocks being followed.

📧

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Companies in the same sector as Cloudflare, Inc.

Official sources · Public data · SEC EDGAR — Form 4 & 13F · AMF — Executive filings · BaFin — Directors' Dealings · Yahoo Finance · Alpha Vantage

🔓 Unlock the full analysis

This public page only shows a preview. The full analysis of NET on the Kairos Insider dashboard includes:

✅ Full Kairos Score (8-axis radar + synthesis)
✅ History of all 50 insider transactions over 90 days
✅ All 29 detected institutional funds
✅ Thematic ETFs (ARK, BUZZ, NANC, GOP, JEPI…)
✅ Hot Stocks Google Trends
✅ Available history: AUM + rotations
✅ Fundamentals (P/E, PEG, EV/EBITDA, ROE…)
✅ Financial health (Altman Z, Piotroski F)
✅ Sector peers + recent earnings
See full analysis →
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