Cloudflare, Inc.
MX ˙ BMV ˙ US18915M1071
SecurityMX:NET / Cloudflare, Inc.
InstitutionEnvestnet Asset Management Inc
Latest Disclosed Ownership286,484 shares
Latest Disclosed Value $ 59,113,187
Envestnet Asset Management Inc reports 2.00% decrease in ownership of NET / Cloudflare, Inc.

On May 4, 2026 - Envestnet Asset Management Inc filed a 13F-HR form disclosing ownership of 286,484 shares of Cloudflare, Inc. (MX:NET) valued at $59,113,187 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 292,321 shares of Cloudflare, Inc.. This represents a change in shares of -2.00% 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)
2026-05-04 2026-03-31 13F CLOUDFLARE CL A COM 18915M107 286,484 -5,837 -2.00 59,113 2.57 0.0158
2026-02-10 2025-12-31 13F CLOUDFLARE CL A COM 18915M107 292,321 -6,050 -2.03 57,631 -9.99 0.0171
2025-11-05 2025-09-30 13F CLOUDFLARE CL A COM 18915M107 298,371 -24,229 -7.51 64,027 1.35 0.0184
2025-08-01 2025-06-30 13F CLOUDFLARE CL A COM 18915M107 322,600 119,150 58.56 63,175 175.56 0.0184
2025-04-29 2025-03-31 13F CLOUDFLARE CL A COM 18915M107 203,450 2,936 1.46 22,927 6.18 0.0074
2025-02-13 2024-12-31 13F CLOUDFLARE CL A COM 18915M107 200,514 34,765 20.97 21,591 61.04 0.0069
2024-11-07 2024-09-30 13F CLOUDFLARE CL A COM 18915M107 165,749 -30,042 -15.34 13,407 -17.33 0.0043
2024-08-08 2024-06-30 13F CLOUDFLARE CL A COM 18915M107 195,791 4,682 2.45 16,217 -12.36 0.0056
2024-05-13 2024-03-31 13F CLOUDFLARE CL A COM 18915M107 191,109 -12,462 -6.12 18,505 9.18 0.0069
2024-02-13 2023-12-31 13F CLOUDFLARE CL A COM 18915M107 203,571 -10,915 -5.09 16,949 25.35 0.0070
2023-11-13 2023-09-30 13F CLOUDFLARE CL A COM 18915M107 214,486 -98,633 -31.50 13,521 -33.94 0.0062
2023-08-04 2023-06-30 13F CLOUDFLARE CL A COM 18915M107 313,119 34,641 12.44 20,469 19.21 0.0091
2023-05-11 2023-03-31 13F CLOUDFLARE CL A COM 18915M107 278,478 -487 -0.17 17,171 36.15 0.0083
2023-02-07 2022-12-31 13F CLOUDFLARE CL A COM 18915M107 278,965 39,626 16.56 12,612 -4.74 0.0065
2022-11-10 2022-09-30 13F CLOUDFLARE CL A COM 18915M107 239,339 -31,579 -11.66 13,238 11.68 0.0076
2022-08-03 2022-06-30 13F CLOUDFLARE CL A COM 18915M107 270,918 73,537 37.26 11,853 -49.83 0.0066
2022-05-04 2022-03-31 13F CLOUDFLARE CL A COM 18915M107 197,381 139,243 239.50 23,626 209.04 0.0119
2022-02-04 2021-12-31 13F CLOUDFLARE CL A COM 18915M107 58,138 14,320 32.68 7,645 54.88 0.0038
2021-10-07 2021-09-30 13F CLOUDFLARE CL A COM 18915M107 43,818 39,010 811.36 4,936 869.74 0.0027
2021-08-04 2021-06-30 13F CLOUDFLARE CL A COM 18915M107 4,808 -26,548 -84.67 509 -76.90 0.0003
2021-05-04 2021-03-31 13F CLOUDFLARE CL A COM 18915M107 31,356 1,575 5.29 2,203 -2.65 0.0014
2021-02-02 2020-12-31 13F CLOUDFLARE CL A COM 18915M107 29,781 16,438 123.20 2,263 312.96 0.0017
2020-10-09 2020-09-30 13F CLOUDFLARE CL A COM 18915M107 13,343 -3,279 -19.73 548 -8.36 0.0005
2020-07-08 2020-06-30 13F CLOUDFLARE CL A COM 18915M107 16,622 -1,355 -7.54 598 41.71 0.0006
2020-04-23 2020-03-31 13F CLOUDFLARE CL A COM 18915M107 17,977 7,731 75.45 422 141.14 0.0005
2020-02-11 2019-12-31 13F CLOUDFLARE CL A COM 18915M107 10,246 -3,644 -26.23 175 -32.17 0.0002
2019-10-17 2019-09-30 13F CLOUDFLARE CL A COM 18915M107 13,890 13,890 258 0.0003
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.