Cloudflare Inc. (NET) Stock
NYSENET has an Alpha Score of 27 out of 100 (poor), computed on Nov 3, 2026 from 2 of 4 sub-scores. 4 members of Congress disclosed 12 trades in NET since 2025: 6 purchases and 6 sales, most recently Gilbert Cisneros (partial sale, Aug 18, 2026). 8 of the hedge funds AlphaScala tracks reported NET in 13F filings for the quarter ended Jun 30, 2026; the largest reported position is D.E. Shaw's at $477.76M. Company insiders reported 0 open-market buys and 163 sales on SEC Form 4 in the 90 days to Nov 2, 2026.
What is NET's Alpha Score?
How it works →Alpha Score of 27 reflects poor overall profile with weak momentum, poor quality. Based on 2 of 4 signals – score is capped at 75 until remaining data ingests.
Computed from 2 of 4 sub-scores; a sub-score is left out when its inputs are missing, and the composite is capped accordingly.
Computed Nov 3, 2026
A rules-based research rating, not a recommendation to buy or sell.
Which members of Congress traded Cloudflare Inc. (NET)?
Most recent: Gilbert Cisneros (partial sale, Aug 18, 2026); records start Feb 10, 2025.
| Politician | Trade date | Type | Amount |
|---|---|---|---|
| Gil Cisneros D-CA · House | 2026-08-18 | partial sale | $1k – $15k |
| Josh Gottheimer D-NJ · House | 2026-02-04 | sale | $1k – $15k |
| Gil Cisneros D-CA · House | 2026-01-30 | purchase | $1k – $15k |
| Gil Cisneros D-CA · House | 2025-12-24 | sale | $1k – $15k |
| Gil Cisneros D-CA · House | 2025-11-18 | purchase | $1k – $15k |
| Gil Cisneros D-CA · House | 2025-10-17 | purchase | $1k – $15k |
| Gil Cisneros D-CA · House | 2025-09-12 | purchase | $1k – $15k |
| Josh Gottheimer D-NJ · House | 2025-06-20 | purchase | $1k – $15k |
From STOCK Act periodic transaction reports. House filings as of Nov 1, 2026.
See all NET political trades →Which hedge funds own NET?
From 13F filings| Fund | Shares Held | Position Value | Change vs prior Q |
|---|---|---|---|
| D.E. Shaw David Shaw | 1.95M | $477.76M | +51% |
| Marshall Wace | 1.07M | $261.37M | +8% |
| Citadel Ken Griffin | 491K | $120.44M | -75% |
| ARK Invest Cathie Wood | 176K | $43.10M | -4% |
| Renaissance Technologies Jim Simons (founder) | 171K | $42.04M | NEW |
| Millennium Management Israel Englander | 106K | $25.91M | -53% |
| Bridgewater Associates Ray Dalio | 7K | $1.65M | -23% |
| Soros Fund Management George Soros (founder) | 4K | $1.10M | -59% |
13F holdings as of Jun 30, 2026
Explore all tracked funds →Are Cloudflare Inc. insiders buying or selling?
SEC Form 4 filings| Date | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Oct 19, 26 | Ledbetter Carl | Director | SELL | 1.9K | $586K |
| Oct 19, 26 | Ledbetter Carl | Director | SELL | 2.0K | $598K |
| Oct 19, 26 | Ledbetter Carl | Director | SELL | 1.1K | $338K |
| Oct 19, 26 | Seifert Thomas J | Chief Financial Officer | SELL | 1.1K | $327K |
| Oct 19, 26 | Seifert Thomas J | Chief Financial Officer | SELL | 3.4K | $1.0M |
| Oct 19, 26 | Seifert Thomas J | Chief Financial Officer | SELL | 3.8K | $1.1M |
| Oct 19, 26 | Seifert Thomas J | Chief Financial Officer | SELL | 2.6K | $794K |
| Oct 19, 26 | Seifert Thomas J | Chief Financial Officer | SELL | 598 | $181K |
| Oct 19, 26 | Seifert Thomas J | Chief Financial Officer | SELL | 502 | $152K |
| Oct 19, 26 | Seifert Thomas J | Chief Financial Officer | SELL | 500 | $152K |
SEC Form 4 filings as of Nov 2, 2026
See cluster-buy signals across all tickers →What are NET's key statistics?
Key statistics as of Oct 29, 2026
How does NET's valuation compare with the Technology sector?
| Metric | NET | Technology median | Companies in median |
|---|---|---|---|
| Net margin | -8.21% | 11.43% | 191 |
| Return on equity | -13.86% | 15.27% | 194 |
Medians over the Technology stocks whose key statistics were refreshed in the last 35 days (newest Nov 3, 2026). P/E excludes loss-making companies.
NET price chart
Powered by TradingViewWhat does Cloudflare Inc. do?
Cloudflare Inc. is a leading provider of cloud-based security and performance services that protect and accelerate websites and applications worldwide. The company delivers a comprehensive platform including content delivery network (CDN) capabilities through its distributed, serverless infrastructure, enhancing web performance, reliability, and video streaming. Key offerings encompass advanced security solutions against cyber threats, analytics insights for traffic and performance monitoring, developer tools like the Workers edge computing platform for serverless code deployment, domain registration services, and a marketplace for third-party integrations. Cloudflare Inc. serves a diverse clientele ranging from small businesses to large enterprises across industries such as technology, e-commerce, media, and critical infrastructure, enabling secure access service edge (SASE) and supporting modern encryption standards. Founded in 2009 and headquartered in San Francisco, California, Cloudflare Inc. plays a pivotal role in the cybersecurity and cloud infrastructure markets by powering faster, safer internet experiences.