NET Smart Money
Cloudflare, Inc.
1W: +11.6%
1M: -4.8%
3M: +25.8%
YTD: +69.5%
1Y: +53.0%
3Y: +429.1%
5Y: +83.8%
$328.09
-3.77 (-1.14%)
After Hours: $328.50 (+0.41, +0.12%)
Weekly Expected Move ±8.0%
$274
$300
$326
$352
$378
Credit Risk of going bust: lower than 56% of companies Debt: 2.9% of company value Bonds: $472.6M held by 84 funds → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.75 (down 99.5%), Cloudflare, Inc. would be worth roughly what it owes.
Total debt $3.53B against a stock market value of $118.29B.
Distance to default 5.80 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $2.28B (short-term plus half of long-term), stock volatility 66.7%; Altman Z'' 1.63. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $1.75 (down 99.5%), Cloudflare, Inc. would be worth roughly what it owes.
Total debt $3.53B against a stock market value of $118.29B.
Distance to default 5.80 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $2.28B (short-term plus half of long-term), stock volatility 66.7%; Altman Z'' 1.63. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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🏦 Institutional Activity
Latest: Q2 20261,355
Institutions Holding
+87 vs prior
58.4%
Ownership
+10.57%
220
New
486
Increased
504
Reduced
118
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-19 | SEIFERT THOMAS J | officer: chief financial officer | S-Sale | 500 | $304.15 | $152K | Filing |
| 2026-10-19 | SEIFERT THOMAS J | officer: chief financial officer | S-Sale | 502 | $303.26 | $152K | Filing |
| 2026-10-19 | SEIFERT THOMAS J | officer: chief financial officer | S-Sale | 598 | $301.99 | $181K | Filing |
| 2026-10-19 | SEIFERT THOMAS J | officer: chief financial officer | S-Sale | 2,643 | $300.39 | $794K | Filing |
| 2026-10-19 | SEIFERT THOMAS J | officer: chief financial officer | S-Sale | 3,756 | $299.36 | $1.1M | Filing |
| 2026-10-19 | SEIFERT THOMAS J | officer: chief financial officer | S-Sale | 3,401 | $298.32 | $1.0M | Filing |
| 2026-10-19 | SEIFERT THOMAS J | officer: chief financial officer | S-Sale | 1,100 | $297.29 | $327K | Filing |
| 2026-10-19 | Ledbetter Carl | director | S-Sale | 1,106 | $305.60 | $338K | Filing |
| 2026-10-19 | Ledbetter Carl | director | S-Sale | 1,963 | $304.47 | $598K | Filing |
| 2026-10-19 | Ledbetter Carl | director | S-Sale | 1,931 | $303.64 | $586K | Filing |
| 2026-10-15 | SEIFERT THOMAS J | officer: chief financial officer | F-Tax Withholding | 2,944 | $316.32 | $931K | Filing |
| 2026-10-07 | Zatlyn Michelle | officer: president and board co-chair | S-Sale | 2,162 | $351.40 | $760K | Filing |
| 2026-10-07 | Zatlyn Michelle | officer: president and board co-chair | S-Sale | 4,240 | $350.37 | $1.5M | Filing |
| 2026-10-07 | Zatlyn Michelle | officer: president and board co-chair | S-Sale | 297 | $352.25 | $105K | Filing |
| 2026-10-07 | Zatlyn Michelle | officer: president and board co-chair | S-Sale | 3,900 | $349.38 | $1.4M | Filing |
| 2026-10-07 | Zatlyn Michelle | officer: president and board co-chair | S-Sale | 7,688 | $348.23 | $2.7M | Filing |
| 2026-10-07 | Zatlyn Michelle | officer: president and board co-chair | S-Sale | 9,022 | $347.20 | $3.1M | Filing |
| 2026-10-07 | Zatlyn Michelle | officer: president and board co-chair | S-Sale | 5,694 | $346.40 | $2.0M | Filing |
| 2026-10-06 | Zatlyn Michelle | officer: president and board co-chair | S-Sale | 752 | $369.34 | $278K | Filing |
| 2026-10-06 | Zatlyn Michelle | officer: president and board co-chair | S-Sale | 4,083 | $368.59 | $1.5M | Filing |
| 2026-10-06 | Zatlyn Michelle | officer: president and board co-chair | S-Sale | 8,559 | $367.72 | $3.1M | Filing |
| 2026-10-06 | Zatlyn Michelle | officer: president and board co-chair | S-Sale | 9,170 | $366.65 | $3.4M | Filing |
| 2026-10-06 | Zatlyn Michelle | officer: president and board co-chair | S-Sale | 6,179 | $365.69 | $2.3M | Filing |
| 2026-10-06 | Zatlyn Michelle | officer: president and board co-chair | S-Sale | 4,260 | $364.39 | $1.6M | Filing |
| 2026-10-05 | Zatlyn Michelle | officer: president and board co-chair | S-Sale | 157 | $356.05 | $56K | Filing |
🏛️ Congressional Trades
25 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-08-18 | Gilbert Cisneros | House | Sell | $1,001 - $15,000 | Filing |
| 2026-02-04 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2026-02-04 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2026-02-03 | Josh S. Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2026-01-30 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-01-30 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-01-29 | Gilbert Ray Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2025-12-24 | Gilbert Cisneros | House | Sell | $1,001 - $15,000 | Filing |
| 2025-12-24 | Gilbert Cisneros | House | Sell | $1,001 - $15,000 | Filing |
| 2025-12-23 | Gilbert Ray Cisneros | House | Sell | $1,001 - $15,000 | Filing |
| 2025-11-18 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2025-11-18 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2025-11-17 | Gilbert Ray Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2025-10-17 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2025-10-16 | Gilbert Ray Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2025-09-12 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2025-09-11 | Gilbert Ray Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2025-06-20 | Josh Gottheimer | House | Buy | $1,001 - $15,000 | Filing |
| 2025-06-19 | Josh S. Gottheimer | House | Buy | $1,001 - $15,000 | Filing |
| 2025-05-12 | Jefferson Shreve | House | Sell | $15,001 - $50,000 | Filing |
| 2025-05-11 | Jefferson Shreve | House | Sell | $15,001 - $50,000 | Filing |
| 2025-04-08 | Rob Bresnahan | House | Sell | $1,001 - $15,000 | Filing |
| 2025-04-07 | Robert P. Bresnahan | House | Sell | $1,001 - $15,000 | Filing |
| 2025-04-04 | Rob Bresnahan | House | Sell | $1,001 - $15,000 | Filing |
| 2025-04-03 | Robert P. Bresnahan | House | Sell | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| Capital World Investors | 24,325,692 | $6.0B | +1,590,123 | 2026-06-30 | Filing |
| BlackRock, Inc. | 21,598,907 | $5.3B | +504,625 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 16,819,726 | $4.1B | +779,837 | 2026-06-30 | Filing |
| MORGAN STANLEY | 15,258,327 | $3.7B | -624,994 | 2026-06-30 | Filing |
| BAILLIE GIFFORD & CO | 14,598,594 | $3.6B | -1,325,829 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 14,430,365 | $3.5B | +714,169 | 2026-06-30 | Filing |
| FMR LLC | 12,655,471 | $3.1B | -904,980 | 2026-06-30 | Filing |
| Capital International Investors | 10,981,005 | $2.7B | +87,840 | 2026-06-30 | Filing |
| STATE STREET CORP | 7,420,765 | $1.8B | +242,046 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 5,963,905 | $1.5B | -29,524 | 2026-06-30 | Filing |
| JENNISON ASSOCIATES LLC | 5,419,068 | $1.3B | +1,024,584 | 2026-06-30 | Filing |
| JPMORGAN CHASE & CO | 5,269,562 | $1.3B | -633,183 | 2026-06-30 | Filing |
| AMERICAN CENTURY COMPANIES INC | 4,286,156 | $1.1B | +658,901 | 2026-06-30 | Filing |
| WELLINGTON MANAGEMENT GROUP LLP | 4,048,753 | $993M | +37,923 | 2026-06-30 | Filing |
| FIRST TRUST ADVISORS LP | 3,756,643 | $921M | -17,383 | 2026-06-30 | Filing |
| FRANKLIN RESOURCES INC | 3,729,976 | $915M | +379,201 | 2026-06-30 | Filing |
| DZ BANK AG Deutsche Zentral Genossenscha | 3,677,783 | $902M | -824,979 | 2026-06-30 | Filing |
| NORGES BANK | 3,596,888 | $882M | +3,596,888 | 2026-06-30 | Filing |
| SANDS CAPITAL MANAGEMENT, LLC | 3,239,504 | $795M | -422,245 | 2026-06-30 | Filing |
| Invesco Ltd. | 3,103,792 | $761M | -9,733 | 2026-06-30 | Filing |