Cloudflare, Inc.
MX ˙ BMV ˙ US18915M1071
SecurityMX:NET / Cloudflare, Inc.
InstitutionTruist Financial Corp
Latest Disclosed Ownership79,887 shares
Latest Disclosed Value $ 16,483,884
Truist Financial Corp reports 7.52% increase in ownership of NET / Cloudflare, Inc.

On April 27, 2026 - Truist Financial Corp filed a 13F-HR form disclosing ownership of 79,887 shares of Cloudflare, Inc. (MX:NET) valued at $16,483,884 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 74,302 shares of Cloudflare, Inc.. This represents a change in shares of 7.52% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F CLOUDFLARE CL A COM 18915M107 79,887 5,585 7.52 16,484 12.53 0.0222
2026-02-02 2025-12-31 13F CLOUDFLARE CL A COM 18915M107 74,302 -6,760 -8.34 14,649 -15.79 0.0195
2025-11-03 2025-09-30 13F CLOUDFLARE CL A COM 18915M107 81,062 -3,928 -4.62 17,395 4.52 0.0235
2025-07-18 2025-06-30 13F CLOUDFLARE CL A COM 18915M107 84,990 13,442 18.79 16,643 106.44 0.0244
2025-04-29 2025-03-31 13F CLOUDFLARE CL A COM 18915M107 71,548 -492 -0.68 8,063 3.93 0.0129
2025-01-31 2024-12-31 13F CLOUDFLARE CL A COM 18915M107 72,040 46,948 187.10 7,757 282.31 0.0121
2024-11-13 2024-09-30 13F CLOUDFLARE CL A COM 18915M107 25,092 1,317 5.54 2,030 3.05 0.0032
2024-08-21 2024-06-30 13F CLOUDFLARE CL A COM 18915M107 23,775 -4,185 -14.97 1,969 -27.26 0.0030
2024-05-13 2024-03-31 13F CLOUDFLARE CL A COM 18915M107 27,960 -428 -1.51 2,707 14.56 0.0041
2024-02-02 2023-12-31 13F CLOUDFLARE CL A COM 18915M107 28,388 331 1.18 2,364 33.65 0.0038
2023-11-14 2023-09-30 13F CLOUDFLARE CL A COM 18915M107 28,057 -227 -0.80 1,769 -4.33 0.0030
2023-08-01 2023-06-30 13F CLOUDFLARE CL A COM 18915M107 28,284 -340 -1.19 1,849 4.76 0.0031
2023-05-05 2023-03-31 13F CLOUDFLARE CL A COM 18915M107 28,624 -645 -2.20 1,765 33.33 0.0030
2023-02-17 2022-12-31 13F CLOUDFLARE CL A COM 18915M107 29,269 11,456 64.31 1,323 34.31 0.0023
2022-10-26 2022-09-30 13F CLOUDFLARE CL A COM 18915M107 17,813 610 3.55 985 30.81 0.0019
2022-07-22 2022-06-30 13F CLOUDFLARE CL A COM 18915M107 17,203 -4,580 -21.03 753 -71.12 0.0014
2022-04-22 2022-03-31 13F CLOUDFLARE CL A COM 18915M107 21,783 10,197 88.01 2,607 71.06 0.0041
2022-02-14 2021-12-31 13F CLOUDFLARE CL A COM 18915M107 11,586 -27,459 -70.33 1,524 -65.35 0.0023
2021-11-05 2021-09-30 13F CLOUDFLARE CL A COM 18915M107 39,045 27,331 233.32 4,398 254.68 0.0072
2021-08-16 2021-06-30 13F CLOUDFLARE CL A COM 18915M107 11,714 6,865 141.58 1,240 263.64 0.0020
2021-05-17 2021-03-31 13F CLOUDFLARE CL A COM 18915M107 4,849 156 3.32 341 -4.21 0.0006
2021-11-19 2020-12-31 13F/A-1 CLOUDFLARE CL A COM 18915M107 4,693 -5,495 -53.94 356 -15.04 0.0007
2021-02-18 2020-12-31 13F CLOUDFLARE CL A COM 18915M107 8,634 -1,554 655 0.0012
2021-11-05 2020-09-30 13F/A-1 CLOUDFLARE CL A COM 18915M107 10,188 -2,462 -19.46 419 -7.91 0.0009
2020-11-13 2020-09-30 13F CLOUDFLARE CL A COM 18915M107 10,188 -2,462 419 0.0009
2021-11-16 2020-06-30 13F/A-1 CLOUDFLARE CL A COM 18915M107 12,650 12,650 455 0.0010
2020-08-14 2020-06-30 13F CLOUDFLARE CL A COM 18915M107 12,650 455 0.0010
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.