NET
Cloudflare, Inc. · Technology · Software - Infrastructure
$309.30
-4.63% today · -9.53% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Down more than its cybersecurity peers
- NET −4.63% on the last session vs SPY −0.29%: −4.3 pts of stock-specific move.
- More than its group: its cybersecurity peers -1.9% (-1.6 pts vs SPY).
- 3 analyst actions in the past 10 days (3 positive, 0 negative); latest: Barclays maintained Overweight, raised target $355 → $400.
- 3 insider or congressional trades in the past 30 days.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 2.1× its 20-day average.
Assembled from Wallsti's own signals.
Insiders · 1 month
$0
unplanned net · 0 buys · 3 sells · 3 insiders
sales: 0 unplanned, 3 under a 10b5-1 plan (0% unplanned)
Insiders · 3 months
$0
unplanned net · 0 buys · 18 sells · 8 insiders
sales: 0 unplanned, 18 under a 10b5-1 plan (0% unplanned)
Congress · 3 months
≈−$8K
0 buys · 1 sell · 1 member
Congress · 1 year
≈−$8K
2 buys · 3 sells · 2 members
Fund moves · 3 months
≈−$10.8M
0 buys · 1 sell · 1 investor
Held by funds · now
≈$132.1M
3 investors · largest: ARK Invest
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Oct 7, 2026 | Michelle Zatlyn | President | Sell | 10b5-1 plan | 99,009 | $355.88 | $35.2M | Oct 7 |
| Sep 22, 2026 | Carl Ledbetter | Director | Sell | 10b5-1 plan | 5,000 | $353.15 | $1.8M | Sep 23 |
| Sep 17, 2026 | Thomas J Seifert | CFO | Sell | 10b5-1 plan | 10,000 | $332.46 | $3.3M | Sep 21 |
| Sep 15, 2026 | Thomas J Seifert | CFO | Tax | tax withholding | 2,944 | $327.23 | $963.4K | Sep 15 |
| Sep 14, 2026 | Carl Ledbetter | Director | Sell | 10b5-1 plan | 5,000 | $312.22 | $1.6M | Sep 15 |
| Sep 8, 2026 | Michelle Zatlyn | President | Sell | 10b5-1 plan | 99,009 | $279.34 | $27.7M | Sep 8 |
| Aug 21, 2026 | Michelle Zatlyn | President | Sell | 10b5-1 plan | 99,009 | $285.71 | $28.3M | Aug 21 |
| Aug 18, 2026 | Janel Riley | CAO | Sell | 10b5-1 plan | 5,148 | $306.91 | $1.6M | Aug 19 |
| Aug 18, 2026 | Alissa Michelle Starzak | General Counsel | Sell | 10b5-1 plan | 5,871 | $307.79 | $1.8M | Aug 19 |
| Aug 17, 2026 | Thomas J Seifert | CFO | Sell | 10b5-1 plan | 10,000 | $307.32 | $3.1M | Aug 19 |
| Aug 15, 2026 | Michelle Zatlyn | President | Tax | tax withholding | 23,157 | $315.78 | $7.3M | Aug 18 |
| Aug 15, 2026 | Matthew Prince | CEO | Tax | tax withholding | 19,937 | $315.78 | $6.3M | Aug 18 |
| Aug 15, 2026 | Janel Riley | CAO | Tax | tax withholding | 4,135 | $315.78 | $1.3M | Aug 18 |
| Aug 15, 2026 | Thomas J Seifert | CFO | Tax | tax withholding | 2,944 | $315.78 | $929.7K | Aug 18 |
| Aug 15, 2026 | Alissa Michelle Starzak | General Counsel | Tax | tax withholding | 3,775 | $315.78 | $1.2M | Aug 18 |
| Aug 10, 2026 | John Graham-Cumming | Director | Sell | 10b5-1 plan | 2,520 | $303.97 | $766K | Aug 11 |
| Aug 6, 2026 | Carl Ledbetter | Director | Sell | 10b5-1 plan | 5,000 | $281.98 | $1.4M | Aug 6 |
| Aug 5, 2026 | Matthew Prince | CEO | Sell | 10b5-1 plan | 51,034 | $297.58 | $15.2M | Aug 5 |
| Aug 5, 2026 | Matthew Prince | CEO | Sell | 10b5-1 plan | 33,631 | $296.10 | $10M | Aug 5 |
| Aug 4, 2026 | Matthew Prince | CEO | Sell | 10b5-1 plan | 20,101 | $296.89 | $6M | Aug 5 |
| Aug 4, 2026 | Thomas J Seifert | CFO | Sell | 10b5-1 plan | 55,000 | $300.30 | $16.5M | Aug 6 |
| Aug 3, 2026 | Mark J Hawkins | Director | Sell | 10b5-1 plan | 133 | $277.74 | $36.9K | Aug 4 |
| Aug 3, 2026 | Matthew Prince | CEO | Sell | 10b5-1 plan | 52,383 | $283.42 | $14.8M | Aug 5 |
| Jul 17, 2026 | Thomas J Seifert | CFO | Sell | 10b5-1 plan | 10,000 | $276.92 | $2.8M | Jul 17 |
| Jul 15, 2026 | Michelle Zatlyn | President | Sell | 10b5-1 plan | 99,064 | $276.78 | $27.4M | Jul 15 |
| Jul 15, 2026 | Thomas J Seifert | CFO | Tax | tax withholding | 2,943 | $281.75 | $829.2K | Jul 17 |
| Jul 7, 2026 | Carl Ledbetter | Director | Sell | 10b5-1 plan | 5,000 | $268.11 | $1.3M | Jul 8 |
| Jul 6, 2026 | Matthew Prince | CEO | Sell | 10b5-1 plan | 86,014 | $245.31 | $21.1M | Jul 6 |
| Jul 6, 2026 | John Graham-Cumming | Director | Sell | 10b5-1 plan | 2,520 | $247.28 | $623.2K | Jul 7 |
| Jul 2, 2026 | Matthew Prince | CEO | Sell | 10b5-1 plan | 71,174 | $247.28 | $17.6M | Jul 6 |
| Jul 1, 2026 | Mark J Hawkins | Director | Sell | 10b5-1 plan | 133 | $249.00 | $33.1K | Jul 2 |
| Jun 24, 2026 | Matthew Prince | CEO | Sell | 10b5-1 plan | 52,384 | $224.30 | $11.7M | Jun 24 |
| Jun 23, 2026 | Matthew Prince | CEO | Sell | 10b5-1 plan | 104,768 | $221.65 | $23.2M | Jun 24 |
| Jun 18, 2026 | Michelle Zatlyn | President | Sell | 10b5-1 plan | 76,923 | $228.25 | $17.6M | Jun 18 |
| Jun 17, 2026 | Thomas J Seifert | CFO | Sell | 10b5-1 plan | 10,000 | $232.39 | $2.3M | Jun 17 |
| Jun 15, 2026 | John Graham-Cumming | Director | Sell | 10b5-1 plan | 2,520 | $235.95 | $594.6K | Jun 16 |
| Jun 15, 2026 | Thomas J Seifert | CFO | Tax | tax withholding | 2,944 | $228.48 | $672.6K | Jun 17 |
| Jun 8, 2026 | Katrin Suder | Director | Sell | 10b5-1 plan | 293 | $252.92 | $74.1K | Jun 8 |
| Jun 1, 2026 | Carl Ledbetter | Director | Sell | 10b5-1 plan | 15,000 | $246.06 | $3.7M | Jun 2 |
| Jun 1, 2026 | Mark J Hawkins | Director | Sell | 10b5-1 plan | 133 | $246.42 | $32.8K | Jun 2 |
| May 28, 2026 | Alissa Michelle Starzak | General Counsel | Sell | 10b5-1 plan | 16,243 | $216.15 | $3.5M | Jun 1 |
| May 27, 2026 | Michelle Zatlyn | President | Sell | 10b5-1 plan | 86,362 | $212.25 | $18.3M | May 27 |
| May 21, 2026 | Matthew Prince | CEO | Sell | 10b5-1 plan | 157,152 | $207.49 | $32.6M | May 21 |
| May 18, 2026 | Janel Riley | CAO | Sell | 10b5-1 plan | 6,814 | $195.10 | $1.3M | May 19 |
| May 18, 2026 | Thomas J Seifert | CFO | Sell | 10b5-1 plan | 10,000 | $200.61 | $2M | May 19 |
| May 15, 2026 | Matthew Prince | CEO | Tax | tax withholding | 19,958 | $199.81 | $4M | May 19 |
| May 15, 2026 | Michelle Zatlyn | President | Tax | tax withholding | 23,158 | $199.81 | $4.6M | May 19 |
| May 15, 2026 | Alissa Michelle Starzak | General Counsel | Tax | tax withholding | 3,769 | $199.81 | $753.1K | May 19 |
| May 15, 2026 | Janel Riley | CAO | Tax | tax withholding | 4,134 | $199.81 | $826K | May 19 |
| May 15, 2026 | Thomas J Seifert | CFO | Tax | tax withholding | 9,667 | $199.81 | $1.9M | May 19 |
| May 5, 2026 | Carl Ledbetter | Director | Sell | 10b5-1 plan | 15,000 | $238.12 | $3.6M | May 5 |
| May 4, 2026 | John Graham-Cumming | Director | Sell | 10b5-1 plan | 2,520 | $221.58 | $558.4K | May 5 |
| May 1, 2026 | Mark J Hawkins | Director | Sell | unplanned | 133 | $211.62 | $28.1K | May 4 |
| May 1, 2026 | Carl Ledbetter | Director | Sell | 10b5-1 plan | 5,009 | $215.82 | $1.1M | May 4 |
| Apr 28, 2026 | Carl Ledbetter | Director | Sell | 10b5-1 plan | 9,991 | $215.85 | $2.2M | Apr 30 |
| Apr 22, 2026 | Michelle Zatlyn | President | Sell | 10b5-1 plan | 76,923 | $204.87 | $15.8M | Apr 22 |
| Apr 17, 2026 | Thomas J Seifert | CFO | Sell | 10b5-1 plan | 10,000 | $197.98 | $2M | Apr 17 |
| Apr 15, 2026 | Thomas J Seifert | CFO | Tax | tax withholding | 2,944 | $178.65 | $525.9K | Apr 17 |
| Apr 8, 2026 | Matthew Prince | CEO | Sell | 10b5-1 plan | 156,493 | $211.94 | $33.2M | Apr 8 |
| Apr 8, 2026 | Matthew Prince | CEO | Sell | 10b5-1 plan | 659 | $223.62 | $147.4K | Apr 8 |
| Apr 1, 2026 | Mark J Hawkins | Director | Sell | 10b5-1 plan | 133 | $209.60 | $27.9K | Apr 2 |
| Mar 27, 2026 | John Graham-Cumming | Director | Sell | 10b5-1 plan | 3,644 | $202.31 | $737.2K | Mar 30 |
| Mar 18, 2026 | Matthew Prince | CEO | Sell | 10b5-1 plan | 143,534 | $212.88 | $30.6M | Mar 18 |
| Mar 18, 2026 | Matthew Prince | CEO | Sell | 10b5-1 plan | 13,618 | $227.80 | $3.1M | Mar 18 |
| Mar 18, 2026 | Carl Ledbetter | Director | Sell | 10b5-1 plan | 15,000 | $227.05 | $3.4M | Mar 20 |
| Mar 17, 2026 | Thomas J Seifert | CFO | Sell | 10b5-1 plan | 10,341 | $212.30 | $2.2M | Mar 17 |
| Mar 15, 2026 | Thomas J Seifert | CFO | Tax | tax withholding | 2,943 | $212.45 | $625.2K | Mar 17 |
| Mar 5, 2026 | Michelle Zatlyn | President | Sell | 10b5-1 plan | 76,923 | $181.25 | $13.9M | Mar 5 |
| Mar 5, 2026 | Janel Riley | CAO | Sell | 10b5-1 plan | 23,332 | $190.00 | $4.4M | Mar 6 |
| Mar 3, 2026 | Janel Riley | CAO | Sell | 10b5-1 plan | 4,160 | $180.00 | $748.8K | Mar 4 |
| Mar 2, 2026 | John Graham-Cumming | Director | Sell | 10b5-1 plan | 2,520 | $178.24 | $449.2K | Mar 3 |
| Mar 2, 2026 | Mark J Hawkins | Director | Sell | unplanned | 133 | $168.62 | $22.4K | Mar 3 |
| Feb 26, 2026 | Matthew Prince | CEO | Sell | 10b5-1 plan | 157,152 | $169.01 | $26.6M | Feb 26 |
| Feb 23, 2026 | Michelle Zatlyn | President | Sell | 10b5-1 plan | 86,362 | $184.61 | $15.9M | Feb 23 |
| Feb 20, 2026 | Thomas J Seifert | CFO | Sell | 10b5-1 plan | 41,557 | $185.04 | $7.7M | Feb 24 |
| Feb 15, 2026 | Janel Riley | CAO | Tax | tax withholding | 3,151 | $195.85 | $617.1K | Feb 18 |
| Feb 15, 2026 | Douglas James Kramer | General Counsel | Tax | tax withholding | 12,452 | $195.85 | $2.4M | Feb 18 |
| Feb 15, 2026 | Thomas J Seifert | CFO | Tax | tax withholding | 20,477 | $195.85 | $4M | Feb 18 |
| Feb 15, 2026 | Michelle Zatlyn | President | Tax | tax withholding | 20,100 | $195.85 | $3.9M | Feb 18 |
| Feb 15, 2026 | Matthew Prince | CEO | Tax | tax withholding | 16,587 | $195.85 | $3.2M | Feb 18 |
| Feb 9, 2026 | John Graham-Cumming | Director | Sell | 10b5-1 plan | 2,520 | $173.35 | $436.8K | Feb 11 |
| Feb 2, 2026 | Douglas James Kramer | General Counsel | Sell | unplanned | 3,000 | $176.19 | $528.6K | Feb 3 |
| Feb 2, 2026 | Mark J Hawkins | Director | Sell | unplanned | 134 | $176.19 | $23.6K | Feb 3 |
| Jan 27, 2026 | Carl Ledbetter | Director | Sell | 10b5-1 plan | 15,000 | $211.16 | $3.2M | Jan 28 |
| Jan 20, 2026 | Thomas J Seifert | CFO | Sell | 10b5-1 plan | 10,000 | $178.37 | $1.8M | Jan 21 |
| Jan 15, 2026 | Michelle Zatlyn | President | Sell | 10b5-1 plan | 76,923 | $188.56 | $14.5M | Jan 15 |
| Jan 8, 2026 | Matthew Prince | CEO | Sell | 10b5-1 plan | 157,152 | $195.36 | $30.7M | Jan 8 |
| Jan 5, 2026 | John Graham-Cumming | Director | Sell | 10b5-1 plan | 2,520 | $200.27 | $504.7K | Jan 6 |
| Jan 5, 2026 | Carl Ledbetter | Director | Sell | 10b5-1 plan | 6,134 | $198.26 | $1.2M | Jan 6 |
| Jan 2, 2026 | Douglas James Kramer | General Counsel | Sell | 10b5-1 plan | 9,000 | $198.54 | $1.8M | Jan 6 |
| Jan 2, 2026 | Mark J Hawkins | Director | Sell | 10b5-1 plan | 134 | $198.90 | $26.7K | Jan 6 |
| Dec 30, 2025 | Carl Ledbetter | Director | Sell | 10b5-1 plan | 8,866 | $201.46 | $1.8M | Dec 30 |
| Dec 22, 2025 | Thomas J Seifert | CFO | Sell | 10b5-1 plan | 10,000 | $201.69 | $2M | Dec 23 |
| Dec 22, 2025 | Katrin Suder | Director | Sell | 10b5-1 plan | 2,031 | $200.00 | $406.2K | Dec 23 |
| Dec 15, 2025 | John Graham-Cumming | Director | Sell | 10b5-1 plan | 2,520 | $199.37 | $502.4K | Dec 16 |
| Dec 11, 2025 | Michelle Zatlyn | President | Sell | 10b5-1 plan | 76,923 | $206.56 | $15.9M | Dec 11 |
| Dec 5, 2025 | Matthew Prince | CEO | Sell | 10b5-1 plan | 157,152 | $202.36 | $31.8M | Dec 5 |
| Dec 1, 2025 | Douglas James Kramer | General Counsel | Sell | 10b5-1 plan | 3,000 | $196.84 | $590.5K | Dec 2 |
| Dec 1, 2025 | Mark J Hawkins | Director | Sell | 10b5-1 plan | 134 | $197.65 | $26.5K | Dec 2 |
| Nov 24, 2025 | Michelle Zatlyn | President | Sell | 10b5-1 plan | 86,381 | $192.93 | $16.7M | Nov 24 |
| Nov 20, 2025 | Thomas J Seifert | CFO | Sell | 10b5-1 plan | 41,555 | $194.18 | $8.1M | Nov 21 |
| Nov 19, 2025 | Katrin Suder | Director | Sell | 10b5-1 plan | 2,031 | $196.38 | $398.8K | Nov 19 |
| Nov 19, 2025 | Matthew Prince | CEO | Sell | 10b5-1 plan | 157,152 | $199.21 | $31.3M | Nov 19 |
| Nov 18, 2025 | Janel Riley | CAO | Sell | 10b5-1 plan | 3,488 | $196.51 | $685.4K | Nov 18 |
| Nov 17, 2025 | Carl Ledbetter | Director | Sell | 10b5-1 plan | 15,000 | $207.96 | $3.1M | Nov 17 |
| Nov 15, 2025 | Douglas James Kramer | General Counsel | Tax | tax withholding | 13,191 | $210.60 | $2.8M | Nov 17 |
| Nov 15, 2025 | Thomas J Seifert | CFO | Tax | tax withholding | 20,476 | $210.60 | $4.3M | Nov 17 |
| Nov 15, 2025 | Janel Riley | CAO | Tax | tax withholding | 3,874 | $210.60 | $815.9K | Nov 18 |
| Nov 15, 2025 | Michelle Zatlyn | President | Tax | tax withholding | 20,058 | $210.60 | $4.2M | Nov 18 |
| Nov 15, 2025 | Matthew Prince | CEO | Tax | tax withholding | 17,321 | $210.60 | $3.6M | Nov 18 |
| Nov 3, 2025 | Mark J Hawkins | Director | Sell | 10b5-1 plan | 1,000 | $254.15 | $254.2K | Nov 3 |
| Nov 3, 2025 | John Graham-Cumming | Director | Sell | 10b5-1 plan | 2,520 | $250.83 | $632.1K | Nov 3 |
| Nov 3, 2025 | Douglas James Kramer | General Counsel | Sell | 10b5-1 plan | 3,000 | $255.53 | $766.6K | Nov 5 |
| Oct 20, 2025 | Thomas J Seifert | CFO | Sell | 10b5-1 plan | 10,000 | $211.81 | $2.1M | Oct 20 |
| Oct 20, 2025 | Carl Ledbetter | Director | Sell | 10b5-1 plan | 15,000 | $210.65 | $3.2M | Oct 20 |
| Oct 16, 2025 | Matthew Prince | CEO | Sell | 10b5-1 plan | 157,045 | $216.84 | $34.1M | Oct 16 |
| Oct 16, 2025 | Matthew Prince | CEO | Sell | 10b5-1 plan | 107 | $220.79 | $23.6K | Oct 16 |
| Oct 13, 2025 | John Graham-Cumming | Director | Sell | 10b5-1 plan | 2,520 | $221.36 | $557.8K | Oct 15 |
| Oct 9, 2025 | Michelle Zatlyn | President | Sell | 10b5-1 plan | 76,923 | $217.34 | $16.7M | Oct 9 |
| Oct 1, 2025 | Mark J Hawkins | Director | Sell | 10b5-1 plan | 1,000 | $212.83 | $212.8K | Oct 1 |
| Oct 1, 2025 | Douglas James Kramer | General Counsel | Sell | 10b5-1 plan | 9,000 | $213.48 | $1.9M | Oct 1 |
| Sep 25, 2025 | Michelle Zatlyn | President | Sell | 10b5-1 plan | 76,923 | $219.05 | $16.8M | Sep 25 |
| Sep 22, 2025 | Thomas J Seifert | CFO | Sell | 10b5-1 plan | 10,000 | $227.64 | $2.3M | Sep 22 |
| Sep 22, 2025 | Carl Ledbetter | Director | Sell | 10b5-1 plan | 15,000 | $223.91 | $3.4M | Sep 22 |
| Sep 11, 2025 | Matthew Prince | CEO | Sell | 10b5-1 plan | 157,152 | $221.89 | $34.9M | Sep 11 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Aug 18, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Sep 10 |
| Feb 4, 2026 | Josh Gottheimer | House | Sell | $1K–$15K | Mar 16 |
| Dec 24, 2025 | Gilbert Cisneros | House | Sell | $1K–$15K | Jan 12 |
| Nov 18, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Dec 15 |
| Oct 17, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Nov 18 |
| Sep 12, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Oct 10 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
Who holds it
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| ARK Invest (Cathie Wood) | 398,792 | $129.3M | ARKW 2.2% · ARKK 1.2% · ARKF 1.2% | — | Oct 15 |
| Bridgewater (Ray Dalio's firm) | 6,720 | $1.6M | 0.01% | -23% | Q2 2026 |
| Soros Fund Management (George Soros) | 4,467 | $1.1M | 0.02% | -59% | Q2 2026 |
Their moves
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Duquesne Family Office (Stanley Druckenmiller) | Sold out | 13F, Q2 2026 | 52,535 | $10.8M | Aug 14 | |
| May 15, 2026 | Duquesne Family Office (Stanley Druckenmiller) | New stake | 13F, Q1 2026 | 52,535 | $10.8M | 0.4% | May 15 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves