Data / Companies / NET
Cloudflare, Inc.NYSE
NET-US · CIK 0001477333 · Services-Prepackaged Software
Revenue by quarter
US$ · last 8Hover a column for its exact figure
$0$200M$400M$600M$800M
Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
| Quarter | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $696.1M | -$170.0M | -0.48 |
| Q1 FY2026 | $639.8M | -$22.9M | -0.07 |
| Q4 FY2025 | $614.5M | -$12.1M | -0.03 |
| Q3 FY2025 | $562.0M | -$1.3M | 0.00 |
Newest filings
All 132| Form | Filed | |
|---|---|---|
| 8-K | 13 Aug 2026 | |
| 10-Q | 6 Aug 2026 | |
| 8-K | 6 Aug 2026 | |
| 8-K/A | 1 Jul 2026 | |
| 8-K | 30 Jun 2026 | |
| DEFA14A | 25 Jun 2026 | |
| ARS | 9 Jun 2026 | |
| DEF 14A | 9 Jun 2026 |
Description
- Ticker
- NET-US
- Exchange
- NYSE
- Index
- –
- Industry
- Services-Prepackaged Software
- SIC division
- Services
- CIK
- 0001477333
- Fiscal year ends
- Dec
- Filings held
- 132 since 2009
- 8-K events
- 55
- Shares short
- 8.0M, 15 Oct 2026
Financial statements
The main lines of the income statement, balance sheet and cash flow, by year and by quarter. Each period opens its filing.
5 years · US$ millions
| Fiscal period | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Period ending | 31 Dec 2021 | 31 Dec 2022 | 31 Dec 2023 | 31 Dec 2024 | 31 Dec 2025 |
| Reported in | 10-K | 10-K | 10-K | 10-K | 10-K |
| Report filed | 1 Mar 2022 | 24 Feb 2023 | 21 Feb 2024 | 20 Feb 2025 | 26 Feb 2026 |
| Revenue | 656M | 975M | 1,297M | 1,670M | 2,168M |
| Cost of revenue | 147M | 233M | 307M | 379M | 553M |
| Gross profit | 509M | 743M | 990M | 1,291M | 1,615M |
| Gross margin | 77.6% | 76.1% | 76.3% | 77.3% | 74.5% |
| Research and development | 189M | 298M | 358M | 421M | 512M |
| Operating income | -128M | -201M | -185M | -155M | -207M |
| Operating margin | -19.5% | -20.6% | -14.3% | -9.3% | -9.6% |
| Profit before tax | -248M | -191M | -178M | -71M | -93M |
| Income tax | 12M | 3M | 6M | 8M | 10M |
| Net income | -260M | -193M | -184M | -79M | -102M |
| Net margin | -39.7% | -19.8% | -14.2% | -4.7% | -4.7% |
| Earnings per share, diluted | -0.83 | -0.59 | -0.55 | -0.23 | -0.29 |
| Diluted shares | 312M | 326M | 334M | 341M | 348M |
Showing the last 5 years, FY2021 onwards. The full record goes back to FY2017 and comes with a data plan. Tell us what you need
Ratios
Worked out the same way for every company. Hover a ratio for how it is calculated.
Valuation
- Market cap
- $116.2B
- Price
- $327.93
- Price to book
- 71.73×
- Enterprise value
- $117.8B
- Market cap / sales
- 46.25×
- 52-week high
- $360.95
- 52-week low
- $160.19
Profitability
- Gross margin, TTM
- 72.6%
- Operating margin
- -14.1%
- Net margin
- -8.2%
- FCF margin
- 13.9%
- ROE
- -12.7%
- ROE, 3-year average
- -12.9%
- ROCE
- -7.2%
- Interest cover
- -30.95×
Growth
- Sales growth, TTM
- 33.5%
- Sales CAGR, 3 years
- 30.5%
- Sales CAGR, 5 years
- 38.1%
- Price, 1 year
- 45.7%
- Price CAGR, 3 years
- 80.9%
- Price CAGR, 5 years
- 12.2%
Balance sheet
- Cash and equivalents
- $1.7B
- Borrowings
- $3.3B
- Net debt
- $1.6B
- Debt to equity
- 2.02×
- Shareholders' equity
- $1.6B
- Total assets
- $6.5B
- Net debt change, 1 year
- -$135.4M
Shareholders
- Share count, last 12 months
- 2.0%
- Years FCF margin > 20%, of 5
- 0
Showing the last 5 years, FY2021 onwards. The full record goes back to FY2017 and comes with a data plan. Tell us what you need
What the company said with its results
The key points, guidance and management's own words from each of the last four results releases.
No results summary read for this company yet.
Revenue by segment
As the company reports it in the segment note of each annual report: by business, by product and by region, latest year.
By region, FY2025
- United States$1.1B 49.5%
- Europe, Middle East, and Africa$598.6M 27.6%
- Asia Pacific$329.8M 15.2%
- Other$166.6M 7.7%
3 years held, FY2023 to FY2025
Showing the last 5 years, FY2021 onwards. The full record goes back to FY2017 and comes with a data plan. Tell us what you need
Company events
Every 8-K, sorted by the event it reports, with the moment the SEC accepted it in New York time.
| 13 Aug 2026 | 8-K | Material agreementNew debtShare saleOther events | 1.01, 2.03, 3.02, 8.01, 9.01 | |
| 6 Aug 2026 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | |
| 1 Jul 2026 | 8-K/A | Leadership changeShareholder vote | 5.02, 5.07, 9.01 | |
| 30 Jun 2026 | 8-K | Leadership changeShareholder vote | 5.02, 5.07, 9.01 | |
| 7 May 2026 | 8-K/A | ResultsRestructuringInvestor update | 2.02, 2.05, 7.01, 9.01 | |
| 7 May 2026 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | |
| 10 Feb 2026 | 8-K | Leadership change | 5.02, 9.01 | |
| 10 Feb 2026 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | |
| 30 Oct 2025 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | |
| 31 Jul 2025 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | |
| 17 Jun 2025 | 8-K | Material agreementNew debtShare saleOther events | 1.01, 2.03, 3.02, 8.01, 9.01 | |
| 9 Jun 2025 | 8-K | Shareholder vote | 5.07, 9.01 | |
| 8 May 2025 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | |
| 27 Mar 2025 | 8-K | Leadership changeInvestor update | 5.02, 7.01, 9.01 | |
| 6 Feb 2025 | 8-K | Leadership change | 5.02, 9.01 | |
| 6 Feb 2025 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | |
| 7 Nov 2024 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | |
| 1 Aug 2024 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | |
| 22 Jul 2024 | 8-K | Leadership change | 5.02, 9.01 | |
| 6 Jun 2024 | 8-K | Shareholder vote | 5.07, 9.01 | |
| 21 May 2024 | 8-K | Material agreementNew debt | 1.01, 2.03, 9.01 | |
| 2 May 2024 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | |
| 1 Mar 2024 | 8-K | Leadership change | 5.02, 9.01 | |
| 8 Feb 2024 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | |
| 2 Nov 2023 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | |
| 3 Aug 2023 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | |
| 5 Jun 2023 | 8-K | Shareholder vote | 5.07, 9.01 | |
| 11 May 2023 | 8-K | Other events | 8.01, 9.01 | |
| 27 Apr 2023 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | |
| 9 Feb 2023 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | |
| 31 Jan 2023 | 8-K | Leadership change | 5.02, 9.01 | |
| 3 Nov 2022 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | |
| 31 Oct 2022 | 8-K | Bylaws or fiscal year change | 5.03, 9.01 | |
| 4 Aug 2022 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | |
| 8 Jun 2022 | 8-K | Shareholder vote | 5.07 | |
| 25 May 2022 | 8-K | Other events | 8.01 | |
| 5 May 2022 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | |
| 21 Apr 2022 | 8-K/A | Other events | 8.01, 9.01 | |
| 10 Feb 2022 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | |
| 27 Dec 2021 | 8-K | Other events | 8.01, 9.01 | |
| 4 Nov 2021 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | |
| 13 Aug 2021 | 8-K | Material agreementNew debtShare saleOther events | 1.01, 2.03, 3.02, 8.01, 9.01 | |
| 5 Aug 2021 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | |
| 7 Jun 2021 | 8-K | Shareholder vote | 5.07 | |
| 6 May 2021 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | |
| 11 Feb 2021 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | |
| 17 Dec 2020 | 8-K | Leadership change | 5.02 | |
| 5 Nov 2020 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | |
| 6 Aug 2020 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | |
| 5 Jun 2020 | 8-K | Shareholder vote | 5.07 |
1–50 of 55
8-K events each year
Hover a column for its exact count
02468
'19'23'26
Every filing
The company's filings with the SEC, newest first: 132 held. Insider, fund and large-holder filings have their own tables below.
| 13 Aug 2026 | 8-K | 10 Aug 2026 | |
| 6 Aug 2026 | 10-Q | 30 Jun 2026 | |
| 6 Aug 2026 | 8-K | 6 Aug 2026 | |
| 1 Jul 2026 | 8-K/A | 30 Jun 2026 | |
| 30 Jun 2026 | 8-K | 30 Jun 2026 | |
| 25 Jun 2026 | DEFA14A | – | |
| 9 Jun 2026 | ARS | 31 Dec 2025 | |
| 9 Jun 2026 | DEF 14A | 30 Jun 2026 | |
| 29 May 2026 | PRE 14A | 30 Jun 2026 | |
| 8 May 2026 | 10-Q | 31 Mar 2026 | |
| 7 May 2026 | 8-K/A | 7 May 2026 | |
| 7 May 2026 | 8-K | 7 May 2026 | |
| 29 Apr 2026 | 10-K/A | 31 Dec 2025 | |
| 26 Feb 2026 | S-8 | – | |
| 26 Feb 2026 | 10-K | 31 Dec 2025 | |
| 10 Feb 2026 | 8-K | 6 Feb 2026 | |
| 10 Feb 2026 | 8-K | 10 Feb 2026 | |
| 30 Oct 2025 | 10-Q | 30 Sep 2025 | |
| 30 Oct 2025 | 8-K | 30 Oct 2025 | |
| 31 Jul 2025 | 10-Q | 30 Jun 2025 | |
| 31 Jul 2025 | 8-K | 31 Jul 2025 | |
| 17 Jun 2025 | 8-K | 11 Jun 2025 | |
| 9 Jun 2025 | 8-K | 5 Jun 2025 | |
| 8 May 2025 | 10-Q | 31 Mar 2025 | |
| 8 May 2025 | 8-K | 8 May 2025 | |
| 21 Apr 2025 | ARS | 31 Dec 2024 | |
| 21 Apr 2025 | DEFA14A | – | |
| 21 Apr 2025 | DEF 14A | 5 Jun 2025 | |
| 27 Mar 2025 | 8-K | 25 Mar 2025 | |
| 20 Feb 2025 | S-8 | – | |
| 20 Feb 2025 | 10-K | 31 Dec 2024 | |
| 6 Feb 2025 | 8-K | 5 Feb 2025 | |
| 6 Feb 2025 | 8-K | 6 Feb 2025 | |
| 7 Nov 2024 | 10-Q | 30 Sep 2024 | |
| 7 Nov 2024 | 8-K | 7 Nov 2024 | |
| 1 Aug 2024 | 10-Q | 30 Jun 2024 | |
| 1 Aug 2024 | 8-K | 1 Aug 2024 | |
| 22 Jul 2024 | 8-K | 17 Jul 2024 | |
| 6 Jun 2024 | 8-K | 4 Jun 2024 | |
| 21 May 2024 | 8-K | 17 May 2024 | |
| 2 May 2024 | 10-Q | 31 Mar 2024 | |
| 2 May 2024 | 8-K | 2 May 2024 | |
| 19 Apr 2024 | ARS | 31 Dec 2023 | |
| 19 Apr 2024 | DEFA14A | – | |
| 19 Apr 2024 | DEF 14A | 4 Jun 2024 | |
| 1 Mar 2024 | 8-K | 29 Feb 2024 | |
| 22 Feb 2024 | S-8 | – | |
| 21 Feb 2024 | 10-K | 31 Dec 2023 | |
| 8 Feb 2024 | 8-K | 8 Feb 2024 | |
| 2 Nov 2023 | 10-Q | 30 Sep 2023 |
1–50 of 132
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months, with the shares they held after.
| 19 Oct 2026 | Ledbetter CarlDirector | Sale under a trading plan | 1,931 | $303.64 | $586.3K | 871,142 | 19 Oct 2026 |
| 19 Oct 2026 | Ledbetter CarlDirector | Sale under a trading plan | 1,963 | $304.47 | $597.7K | 869,179 | 19 Oct 2026 |
| 19 Oct 2026 | Ledbetter CarlDirector | Sale under a trading plan | 1,106 | $305.60 | $338.0K | 868,073 | 19 Oct 2026 |
| 19 Oct 2026 | Seifert Thomas JChief Financial Officer | Sale under a trading plan | 1,100 | $297.29 | $327.0K | 116,358 | 19 Oct 2026 |
| 19 Oct 2026 | Seifert Thomas JChief Financial Officer | Sale under a trading plan | 3,401 | $298.32 | $1.0M | 112,957 | 19 Oct 2026 |
| 19 Oct 2026 | Seifert Thomas JChief Financial Officer | Sale under a trading plan | 3,756 | $299.36 | $1.1M | 109,201 | 19 Oct 2026 |
| 19 Oct 2026 | Seifert Thomas JChief Financial Officer | Sale under a trading plan | 2,643 | $300.39 | $793.9K | 106,558 | 19 Oct 2026 |
| 19 Oct 2026 | Seifert Thomas JChief Financial Officer | Sale under a trading plan | 598 | $301.99 | $180.6K | 105,960 | 19 Oct 2026 |
| 19 Oct 2026 | Seifert Thomas JChief Financial Officer | Sale under a trading plan | 502 | $303.26 | $152.2K | 105,458 | 19 Oct 2026 |
| 19 Oct 2026 | Seifert Thomas JChief Financial Officer | Sale under a trading plan | 500 | $304.15 | $152.1K | 104,958 | 19 Oct 2026 |
| 7 Oct 2026 | Zatlyn MichellePresident and Board Co-Chair | Sale under a trading plan | 5,694 | $346.40 | $2.0M | 97,084 | 7 Oct 2026 |
| 7 Oct 2026 | Zatlyn MichellePresident and Board Co-Chair | Sale under a trading plan | 9,022 | $347.20 | $3.1M | 88,062 | 7 Oct 2026 |
| 7 Oct 2026 | Zatlyn MichellePresident and Board Co-Chair | Sale under a trading plan | 7,688 | $348.23 | $2.7M | 80,374 | 7 Oct 2026 |
| 7 Oct 2026 | Zatlyn MichellePresident and Board Co-Chair | Sale under a trading plan | 3,900 | $349.38 | $1.4M | 76,474 | 7 Oct 2026 |
| 7 Oct 2026 | Zatlyn MichellePresident and Board Co-Chair | Sale under a trading plan | 4,240 | $350.37 | $1.5M | 72,234 | 7 Oct 2026 |
| 7 Oct 2026 | Zatlyn MichellePresident and Board Co-Chair | Sale under a trading plan | 2,162 | $351.40 | $759.7K | 70,072 | 7 Oct 2026 |
| 7 Oct 2026 | Zatlyn MichellePresident and Board Co-Chair | Sale under a trading plan | 297 | $352.25 | $104.6K | 69,775 | 7 Oct 2026 |
| 6 Oct 2026 | Zatlyn MichellePresident and Board Co-Chair | Sale under a trading plan | 4,260 | $364.39 | $1.6M | 98,518 | 7 Oct 2026 |
| 6 Oct 2026 | Zatlyn MichellePresident and Board Co-Chair | Sale under a trading plan | 6,179 | $365.69 | $2.3M | 92,339 | 7 Oct 2026 |
| 6 Oct 2026 | Zatlyn MichellePresident and Board Co-Chair | Sale under a trading plan | 9,170 | $366.65 | $3.4M | 83,169 | 7 Oct 2026 |
| 6 Oct 2026 | Zatlyn MichellePresident and Board Co-Chair | Sale under a trading plan | 8,559 | $367.72 | $3.1M | 74,610 | 7 Oct 2026 |
| 6 Oct 2026 | Zatlyn MichellePresident and Board Co-Chair | Sale under a trading plan | 4,083 | $368.59 | $1.5M | 70,527 | 7 Oct 2026 |
| 6 Oct 2026 | Zatlyn MichellePresident and Board Co-Chair | Sale under a trading plan | 752 | $369.34 | $277.7K | 69,775 | 7 Oct 2026 |
| 5 Oct 2026 | Zatlyn MichellePresident and Board Co-Chair | Sale under a trading plan | 3,619 | $349.07 | $1.3M | 99,159 | 7 Oct 2026 |
| 5 Oct 2026 | Zatlyn MichellePresident and Board Co-Chair | Sale under a trading plan | 2,683 | $350.09 | $939.3K | 96,476 | 7 Oct 2026 |
| 5 Oct 2026 | Zatlyn MichellePresident and Board Co-Chair | Sale under a trading plan | 4,829 | $351.30 | $1.7M | 91,647 | 7 Oct 2026 |
| 5 Oct 2026 | Zatlyn MichellePresident and Board Co-Chair | Sale under a trading plan | 6,864 | $352.39 | $2.4M | 84,783 | 7 Oct 2026 |
| 5 Oct 2026 | Zatlyn MichellePresident and Board Co-Chair | Sale under a trading plan | 5,892 | $353.35 | $2.1M | 78,891 | 7 Oct 2026 |
| 5 Oct 2026 | Zatlyn MichellePresident and Board Co-Chair | Sale under a trading plan | 2,823 | $354.32 | $1.0M | 76,068 | 7 Oct 2026 |
| 5 Oct 2026 | Zatlyn MichellePresident and Board Co-Chair | Sale under a trading plan | 6,136 | $355.45 | $2.2M | 69,932 | 7 Oct 2026 |
| 5 Oct 2026 | Zatlyn MichellePresident and Board Co-Chair | Sale under a trading plan | 157 | $356.05 | $55.9K | 69,775 | 7 Oct 2026 |
| 22 Sep 2026 | Ledbetter CarlDirector | Sale under a trading plan | 5,000 | $353.15 | $1.8M | 873,073 | 23 Sep 2026 |
| 17 Sep 2026 | Seifert Thomas JChief Financial Officer | Sale under a trading plan | 100 | $318.90 | $31.9K | 117,802 | 21 Sep 2026 |
| 17 Sep 2026 | Seifert Thomas JChief Financial Officer | Sale under a trading plan | 100 | $320.89 | $32.1K | 117,702 | 21 Sep 2026 |
| 17 Sep 2026 | Seifert Thomas JChief Financial Officer | Sale under a trading plan | 100 | $326.56 | $32.7K | 117,602 | 21 Sep 2026 |
| 17 Sep 2026 | Seifert Thomas JChief Financial Officer | Sale under a trading plan | 300 | $328.04 | $98.4K | 117,302 | 21 Sep 2026 |
| 17 Sep 2026 | Seifert Thomas JChief Financial Officer | Sale under a trading plan | 700 | $329.37 | $230.6K | 116,602 | 21 Sep 2026 |
| 17 Sep 2026 | Seifert Thomas JChief Financial Officer | Sale under a trading plan | 700 | $330.23 | $231.2K | 115,902 | 21 Sep 2026 |
| 17 Sep 2026 | Seifert Thomas JChief Financial Officer | Sale under a trading plan | 1,196 | $331.59 | $396.6K | 114,706 | 21 Sep 2026 |
| 17 Sep 2026 | Seifert Thomas JChief Financial Officer | Sale under a trading plan | 1,604 | $332.50 | $533.3K | 113,102 | 21 Sep 2026 |
| 17 Sep 2026 | Seifert Thomas JChief Financial Officer | Sale under a trading plan | 2,632 | $333.62 | $878.1K | 110,470 | 21 Sep 2026 |
| 17 Sep 2026 | Seifert Thomas JChief Financial Officer | Sale under a trading plan | 1,868 | $334.59 | $625.0K | 108,602 | 21 Sep 2026 |
| 17 Sep 2026 | Seifert Thomas JChief Financial Officer | Sale under a trading plan | 600 | $335.32 | $201.2K | 108,002 | 21 Sep 2026 |
| 17 Sep 2026 | Seifert Thomas JChief Financial Officer | Sale under a trading plan | 100 | $336.51 | $33.7K | 107,902 | 21 Sep 2026 |
| 14 Sep 2026 | Ledbetter CarlDirector | Sale under a trading plan | 960 | $309.51 | $297.1K | 882,113 | 15 Sep 2026 |
| 14 Sep 2026 | Ledbetter CarlDirector | Sale under a trading plan | 440 | $310.54 | $136.6K | 881,673 | 15 Sep 2026 |
| 14 Sep 2026 | Ledbetter CarlDirector | Sale under a trading plan | 2,400 | $312.86 | $750.9K | 879,273 | 15 Sep 2026 |
| 14 Sep 2026 | Ledbetter CarlDirector | Sale under a trading plan | 1,200 | $313.71 | $376.5K | 878,073 | 15 Sep 2026 |
| 8 Sep 2026 | Zatlyn MichellePRESIDENT & BOARD CO-CHAIR | Sale under a trading plan | 1,713 | $272.41 | $466.6K | 101,065 | 8 Sep 2026 |
| 8 Sep 2026 | Zatlyn MichellePRESIDENT & BOARD CO-CHAIR | Sale under a trading plan | 2,428 | $273.09 | $663.1K | 98,637 | 8 Sep 2026 |
1–50 of 150
Planned insider sales
Form 144 notices, filed when the sell order goes to the broker.
| 19 Oct 2026 | THOMAS SEIFERTOfficer | 12,500 | $3.7M | 19 Oct 2026 |
| 5 Oct 2026 | Michelle ZatlynOfficer | 297,027 | $106.8M | 5 Oct 2026 |
| 22 Sep 2026 | Ledbetter CarlDirector | 25,000 | $8.8M | 22 Sep 2026 |
| 17 Sep 2026 | THOMAS SEIFERTOfficer | 10,000 | $3.2M | 17 Sep 2026 |
| 18 Aug 2026 | ALISSA M STARZAKOfficer | 2,538 | $773.3K | 18 Aug 2026 |
| 17 Aug 2026 | ALISSA M STARZAKOfficer | 3,333 | $1.0M | 17 Aug 2026 |
| 17 Aug 2026 | THOMAS SEIFERTOfficer | 10,000 | $3.2M | 17 Aug 2026 |
| 4 Aug 2026 | THOMAS SEIFERTOfficer | 55,000 | $15.6M | 4 Aug 2026 |
| 3 Aug 2026 | MARK HAWKINSDirector | 133 | $36.9K | 3 Aug 2026 |
| 17 Jul 2026 | THOMAS SEIFERTOfficer | 10,000 | $2.7M | 17 Jul 2026 |
| 13 Jul 2026 | Michelle ZatlynOfficer | 297,082 | $80.1M | 13 Jul 2026 |
| 7 Jul 2026 | Ledbetter CarlDirector | 15,000 | $4.0M | 7 Jul 2026 |
| 6 Jul 2026 | John Graham-CummingDirector | 5,040 | $1.2M | 6 Jul 2026 |
| 1 Jul 2026 | MARK HAWKINSDirector | 133 | $33.1K | 1 Jul 2026 |
| 1 Jul 2026 | Matthew PrinceOfficer | 471,486 | $116.1M | 1 Jul 2026 |
| 22 Jun 2026 | Matthew PrinceOfficer | 157,152 | $34.3M | 22 Jun 2026 |
| 17 Jun 2026 | THOMAS SEIFERTOfficer | 10,000 | $2.3M | 17 Jun 2026 |
| 8 Jun 2026 | KATRIN SUSANNE SUDERDirector | 293 | $74.1K | 8 Jun 2026 |
| 1 Jun 2026 | MARK HAWKINSDirector | 133 | $32.8K | 1 Jun 2026 |
| 28 May 2026 | ALISSA M STARZAKOfficer | 16,243 | $3.5M | 28 May 2026 |
| 26 May 2026 | DOUGLAS KRAMEROfficer | 18,000 | $3.9M | 26 May 2026 |
| 22 May 2026 | Michelle ZatlynOfficer | 163,285 | $35.3M | 22 May 2026 |
| 18 May 2026 | DOUGLAS KRAMEROfficer | 6,000 | $1.2M | 18 May 2026 |
| 18 May 2026 | THOMAS SEIFERTOfficer | 10,000 | $2.0M | 18 May 2026 |
| 12 May 2026 | Kramer Douglas JamesFormer Chief Legal Officer | 6,000 | $1.2M | 11 May 2026 |
| 1 May 2026 | MARK HAWKINSDirector | 133 | $28.1K | 1 May 2026 |
| 28 Apr 2026 | Ledbetter CarlDirector | 45,000 | $9.7M | 28 Apr 2026 |
| 17 Apr 2026 | THOMAS SEIFERTOfficer | 10,000 | $2.0M | 17 Apr 2026 |
| 1 Apr 2026 | MARK HAWKINSDirector | 133 | $27.9K | 1 Apr 2026 |
| 27 Mar 2026 | John Graham-CummingDirector | 8,684 | $1.8M | 27 Mar 2026 |
| 17 Mar 2026 | THOMAS SEIFERTOfficer | 10,341 | $2.1M | 17 Mar 2026 |
| 16 Mar 2026 | Matthew PrinceOfficer | 471,456 | $97.7M | 16 Mar 2026 |
| 2 Mar 2026 | MARK HAWKINSDirector | 133 | $22.4K | 2 Mar 2026 |
| 20 Feb 2026 | THOMAS SEIFERTOfficer | 41,557 | $8.0M | 20 Feb 2026 |
| 19 Feb 2026 | Michelle ZatlynOfficer | 240,208 | $46.3M | 19 Feb 2026 |
| 2 Feb 2026 | MARK HAWKINSDirector | 134 | $23.6K | 2 Feb 2026 |
| 2 Feb 2026 | DOUGLAS KRAMEROfficer | 3,000 | $528.6K | 2 Feb 2026 |
| 27 Jan 2026 | Ledbetter CarlOfficer | 60,000 | $12.7M | 27 Jan 2026 |
| 20 Jan 2026 | THOMAS SEIFERTOfficer | 10,000 | $1.8M | 20 Jan 2026 |
| 2 Jan 2026 | MARK HAWKINSDirector | 134 | $26.7K | 2 Jan 2026 |
| 2 Jan 2026 | DOUGLAS KRAMEROfficer | 9,000 | $1.8M | 2 Jan 2026 |
| 22 Dec 2025 | KATRIN SUSANNE SUDERDirector | 2,031 | $406.2K | 22 Dec 2025 |
| 22 Dec 2025 | THOMAS SEIFERTOfficer | 10,000 | $2.0M | 22 Dec 2025 |
| 15 Dec 2025 | John Graham-CummingDirector | 10,080 | $2.0M | 15 Dec 2025 |
| 3 Dec 2025 | Matthew PrinceOfficer | 471,456 | $96.3M | 3 Dec 2025 |
| 1 Dec 2025 | MARK HAWKINSDirector | 134 | $26.5K | 1 Dec 2025 |
| 1 Dec 2025 | DOUGLAS KRAMEROfficer | 3,000 | $590.5K | 1 Dec 2025 |
| 20 Nov 2025 | THOMAS SEIFERTOfficer | 41,555 | $8.2M | 20 Nov 2025 |
| 20 Nov 2025 | Michelle ZatlynOfficer | 240,227 | $46.0M | 20 Nov 2025 |
| 19 Nov 2025 | KATRIN SUSANNE SUDERDirector | 2,031 | $398.8K | 19 Nov 2025 |
1–50 of 52
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| 24 Jul 2026 | BAILLIE GIFFORD & CO | 13G amended | 4.6% | 14.6M |
| 14 May 2026 | Capital World Investors | 13G amended | 7.3% | 23.0M |
| 29 Apr 2026 | Vanguard Portfolio Management | 13G | 5.07% | 16.1M |
| 29 Apr 2026 | Vanguard Capital Management | 13G | 5.19% | 16.5M |
| 26 Mar 2026 | The Vanguard Group | 13G amended | 0% | 0 |
| 13 Feb 2026 | Capital World Investors | 13G amended | 11.5% | 36.4M |
| 13 Feb 2026 | Matthew Prince | 13G amended | 7.7% | 26.3M |
| 12 Feb 2026 | Morgan Stanley | 13G amended | 5.3% | 16.8M |
| 5 Feb 2026 | BAILLIE GIFFORD & CO | 13G amended | 5.34% | 16.8M |
| 12 Nov 2025 | BAILLIE GIFFORD & CO | 13G amended | 7% | 21.8M |
Trades by members of the House
From each member's periodic transaction report: the amount is the band the report gives.
| 18 Aug 2026 | Gilbert CisnerosCA31 | Sale (partial) | $1,001 - $15,000 | Self | 10 Sep 2026 |
| 4 Feb 2026 | Josh GottheimerNJ05 | Sale | $1,001 - $15,000 | JT | 16 Mar 2026 |
| 30 Jan 2026 | Gilbert CisnerosCA31 | Purchase | $1,001 - $15,000 | Self | 13 Feb 2026 |
| 24 Dec 2025 | Gilbert CisnerosCA31 | Sale | $1,001 - $15,000 | Self | 12 Jan 2026 |
| 18 Nov 2025 | Gilbert CisnerosCA31 | Purchase | $1,001 - $15,000 | Self | 15 Dec 2025 |
| 17 Oct 2025 | Gilbert CisnerosCA31 | Purchase | $1,001 - $15,000 | Self | 18 Nov 2025 |
| 12 Sep 2025 | Gilbert CisnerosCA31 | Purchase | $1,001 - $15,000 | Self | 10 Oct 2025 |
| 20 Jun 2025 | Josh GottheimerNJ05 | Purchase | $1,001 - $15,000 | JT | 16 Jul 2025 |
| 12 May 2025 | Jefferson ShreveIN06 | Sale | $15,001 - $50,000 | Self | 22 Jun 2025 |
| 8 Apr 2025 | Rob BresnahanPA08 | Sale | $1,001 - $15,000 | Self | 8 May 2025 |
| 4 Apr 2025 | Rob BresnahanPA08 | Sale | $1,001 - $15,000 | Self | 22 Apr 2025 |
| 10 Feb 2025 | Rob BresnahanPA08 | Purchase | $1,001 - $15,000 | Self | 7 Mar 2025 |
Short interest
Shares sold short and not yet bought back, on every FINRA settlement date.
Shares short, each settlement
| 15 Oct 2026 | 8.0M | +4.28% | 2.89 |
| 30 Sep 2026 | 7.7M | -0.51% | 2.48 |
| 15 Sep 2026 | 7.7M | +13.37% | 2.44 |
| 31 Aug 2026 | 6.8M | -8.58% | 2.27 |
| 14 Aug 2026 | 7.4M | -9.19% | 1.42 |
| 31 Jul 2026 | 8.2M | -16.78% | 2.84 |
| 15 Jul 2026 | 9.8M | +6% | 3.1 |
| 30 Jun 2026 | 9.3M | +3.8% | 2.75 |
| 15 Jun 2026 | 8.9M | +1.26% | 2.01 |
| 29 May 2026 | 8.8M | -1.87% | 2.5 |
1–10 of 138
Funds that hold it
Every fund's holding from its latest Form 13F, largest first, with what it added or trimmed in the quarter.
Funds holding
1,347
quarter to 30 Jun 2026
Added or new
662
since 31 Mar 2026
Trimmed
379
in the quarter
Largest holder
Capital World Investors
$6.0B
The 60 largest of 1,347 funds, by value
| Capital World Investors | $6.0B | 24.3M | +1.6M | Added | 0.70% | Filing ↗ |
| BlackRock, Inc. | $5.3B | 21.6M | +504.6K | Added | 0.08% | Filing ↗ |
| Vanguard Portfolio Management LLC | $4.1B | 16.8M | +779.8K | Added | 0.19% | Filing ↗ |
| Morgan Stanley | $3.7B | 15.3M | -625.0K | Trimmed | 0.20% | Filing ↗ |
| Baillie Gifford & Co. | $3.6B | 14.6M | -1.3M | Trimmed | 3.25% | Filing ↗ |
| Vanguard Capital Management LLC | $3.5B | 14.4M | +714.2K | Added | 0.08% | Filing ↗ |
| FMR LLC | $3.1B | 12.7M | -905.0K | Trimmed | 0.14% | Filing ↗ |
| Capital International Investors | $2.7B | 11.0M | +87.8K | Added | 0.56% | Filing ↗ |
| State Street Corp. | $1.8B | 7.4M | +242.0K | Added | 0.05% | Filing ↗ |
| Geode Capital Management, LLC | $1.5B | 6.0M | -29.5K | Trimmed | 0.08% | Filing ↗ |
| Jennison Associates LLC | $1.3B | 5.4M | +1.0M | Added | 0.80% | Filing ↗ |
| JPMorgan Chase & Co. | $1.3B | 5.3M | -633.2K | Trimmed | 0.07% | Filing ↗ |
| American Century Companies Inc. | $1.1B | 4.3M | +658.9K | Added | 0.47% | Filing ↗ |
| Wellington Management Group LLP | $993.1M | 4.0M | +37.9K | Added | 0.17% | Filing ↗ |
| First Trust Advisors LP | $921.4M | 3.8M | -17.4K | Trimmed | 0.54% | Filing ↗ |
| Franklin Resources Inc. | $914.9M | 3.7M | +379.2K | Added | 0.20% | Filing ↗ |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $902.1M | 3.7M | -825.0K | Trimmed | 0.71% | Filing ↗ |
| Norges Bank | $882.2M | 3.6M | – | Held | 0.09% | Filing ↗ |
| Sands Capital Management, LLC | $794.6M | 3.2M | -422.2K | Trimmed | 2.95% | Filing ↗ |
| Invesco Ltd. | $761.3M | 3.1M | -9.7K | Trimmed | 0.06% | Filing ↗ |
| Goldman Sachs Group Inc. | $753.5M | 3.1M | +619.6K | Added | 0.08% | Filing ↗ |
| Legal & General Group Plc | $647.9M | 2.6M | -312.7K | Trimmed | 0.14% | Filing ↗ |
| Two Sigma Investments, LP | $634.3M | 2.6M | -233.7K | Trimmed | 0.49% | Filing ↗ |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | $593.2M | 2.4M | -125.5K | Trimmed | 0.11% | Filing ↗ |
| Voya Investment Management LLC | $569.3M | 2.3M | -559.1K | Trimmed | 0.54% | Filing ↗ |
| Bank of America Corp. | $541.7M | 2.2M | +140.7K | Added | 0.04% | Filing ↗ |
| Northern Trust Corp. | $515.1M | 2.1M | +98.7K | Added | 0.06% | Filing ↗ |
| AQR Capital Management LLC | $509.4M | 2.1M | +1.2M | Added | 0.18% | Filing ↗ |
| Vanguard Fiduciary Trust Co. | $506.2M | 2.1M | +61.7K | Added | 0.11% | Filing ↗ |
| D. E. Shaw & Co., Inc. | $477.8M | 1.9M | +660.6K | Added | 0.31% | Filing ↗ |
| T. Rowe Price Investment Management, Inc. | $464.2M | 1.9M | +1.9M | New | 0.30% | Filing ↗ |
| Royal Bank of Canada | $451.8M | 1.8M | +234.2K | Added | 0.08% | Filing ↗ |
| Pictet Asset Management Holding SA | $441.0M | 1.8M | +416.1K | Added | 0.42% | Filing ↗ |
| Charles Schwab Investment Management Inc. | $440.5M | 1.8M | +183.5K | Added | 0.06% | Filing ↗ |
| Gilder Gagnon Howe & Co. LLC | $409.2M | 1.7M | -109.8K | Trimmed | 4.22% | Filing ↗ |
| Deutsche Bank AG | $393.5M | 1.6M | +27.7K | Added | 0.11% | Filing ↗ |
| Amundi | $390.4M | 1.6M | -115.6K | Trimmed | 0.09% | Filing ↗ |
| Massachusetts Financial Services Co. | $387.1M | 1.6M | +111.4K | Added | 0.12% | Filing ↗ |
| Price T Rowe Associates Inc. | $378.9M | 1.5M | +149.8K | Added | 0.04% | Filing ↗ |
| Polar Capital Holdings Plc | $304.3M | 1.2M | +76.4K | Added | 0.86% | Filing ↗ |
| Strategy Capital LLC | $271.3M | 1.1M | -32.5K | Trimmed | 16.72% | Filing ↗ |
| Marshall Wace, LLP | $261.4M | 1.1M | +79.0K | Added | 0.22% | Filing ↗ |
| Bank of New York Mellon Corp | $256.5M | 1.0M | +1.6K | Added | 0.04% | Filing ↗ |
| Sumitomo Mitsui Trust Group, Inc. | $244.8M | 997.9K | -76.5K | Trimmed | 0.14% | Filing ↗ |
| Menora Mivtachim Holdings Ltd | $241.2M | 983.3K | +983.3K | New | 0.94% | Filing ↗ |
| National Pension Service | $235.5M | 960.0K | +15.5K | Added | 0.15% | Filing ↗ |
| UBS Group AG | $234.9M | 957.9K | -300.5K | Trimmed | 0.04% | Filing ↗ |
| Clearbridge Investments, LLC | $223.8M | 912.6K | +900.6K | Added | 0.18% | Filing ↗ |
| Raymond James Financial Inc. | $223.1M | 909.5K | -31.3K | Trimmed | 0.06% | Filing ↗ |
| HSBC Holdings PLC | $217.4M | 881.0K | +299.2K | Added | 0.10% | Filing ↗ |
1–50 of 60
Dividends and buybacks
Dividend per share, the cash paid and the shares bought back, each fiscal year.
This company has paid no dividend in the years held.
Peers
Companies in the same industry, largest first, on the same measures.
| Company | Market value | Revenue, 12 months | Revenue growth | Operating margin | Net margin | ROE | P/E | EV/EBITDA |
|---|---|---|---|---|---|---|---|---|
| Cloudflare, Inc.this company | $116.2B | $2.5B | 33.5% | -14.1% | -8.2% | -12.7% | – | – |
| Microsoft Corp. | $3.95T | $331.8B | 17.8% | 46.8% | 40.3% | 30.2% | 29.6× | 20.4× |
| Palantir Technologies Inc. | $477.6B | $6.2B | 78.9% | 42.8% | 49.0% | 30.9% | 169.9× | 178.6× |
| Oracle Corp. | $394.8B | $71.8B | 21.6% | 32.1% | 26.4% | 28.3% | 20.5× | 14.3× |
| SAP SE | $275.3B | $41.6B | 7.7% | 26.1% | 19.5% | 16.1% | 34.5× | – |
| CrowdStrike Holdings, Inc. | $274.4B | $5.4B | 24.3% | -2.2% | – | – | – | – |
| Shopify Inc. | $215.3B | $13.3B | 32.5% | 13.9% | 14.5% | 15.2% | 111.3× | 114.1× |
| Salesforce, Inc. | $198.3B | $43.9B | 11.2% | 19.9% | 22.0% | 25.2% | 22.0× | 18.1× |
| ServiceNow, Inc. | $160.1B | $14.7B | 22.2% | 11.4% | 11.3% | 13.3% | 96.8× | 61.4× |
| Snowflake Inc. | $118.9B | $5.4B | 32.0% | -22.8% | -20.1% | -50.7% | – | – |
| Datadog, Inc. | $104.2B | $4.0B | 31.5% | 0.4% | 4.5% | 4.1% | 561.7× | 1335.5× |
What the company does
The description for this company is being written.
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