Cloudflare, Inc.
MX ˙ BMV ˙ US18915M1071
SecurityMX:NET / Cloudflare, Inc.
InstitutionMacquarie Group Ltd
Latest Disclosed Ownership12,195 shares
Latest Disclosed Value $ 2,516,316
Macquarie Group Ltd reports 59.72% decrease in ownership of NET / Cloudflare, Inc.

On May 15, 2026 - Macquarie Group Ltd filed a 13F-HR form disclosing ownership of 12,195 shares of Cloudflare, Inc. (MX:NET) valued at $2,516,316 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 30,274 shares of Cloudflare, Inc.. This represents a change in shares of -59.72% 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)
2026-05-15 2026-03-31 13F CLOUDFLARE CL A COM 18915M107 12,195 -18,079 -59.72 2,516 -57.84 0.0117
2026-02-13 2025-12-31 13F CLOUDFLARE CL A COM 18915M107 30,274 -836,103 -96.51 5,969 -96.79 0.0261
2025-11-13 2025-09-30 13F CLOUDFLARE CL A COM 18915M107 866,377 -55,634 -6.03 185,916 2.97 0.2170
2025-08-14 2025-06-30 13F CLOUDFLARE CL A COM 18915M107 922,011 -20,238 -2.15 180,558 70.04 0.2215
2025-08-14 2025-03-31 13F/A-1 CLOUDFLARE CL A COM 18915M107 942,249 24,508 2.67 106,182 7.45 0.1318
2025-05-15 2025-03-31 13F CLOUDFLARE CL A COM 18915M107 942,249 24,508 106,144 0.0867
2025-02-14 2024-12-31 13F CLOUDFLARE CL A COM 18915M107 917,741 862,685 1,566.92 98,822 2,119.22 0.1199
2024-11-14 2024-09-30 13F CLOUDFLARE CL A COM 18915M107 55,056 30,956 128.45 4,454 123.10 0.0048
2024-08-09 2024-06-30 13F CLOUDFLARE CL A COM 18915M107 24,100 -33,349 -58.05 1,996 -64.11 0.0023
2024-05-14 2024-03-31 13F CLOUDFLARE CL A COM 18915M107 57,449 33,757 142.48 5,563 181.91 0.0063
2024-02-14 2023-12-31 13F CLOUDFLARE CL A COM 18915M107 23,692 13,535 133.26 1,973 208.28 0.0023
2023-11-14 2023-09-30 13F CLOUDFLARE CL A COM 18915M107 10,157 1,657 19.49 640 15.32 0.0008
2023-10-27 2023-06-30 13F/A-2 CLOUDFLARE CL A COM 18915M107 8,500 0 0.00 556 5.92 0.0006
2023-10-12 2023-06-30 13F/A-1 CLOUDFLARE CL A COM 18915M107 8,500 0 556 0.0006
2023-08-14 2023-06-30 13F CLOUDFLARE CL A COM 18915M107 8,500 0 556 0.0006
2023-06-01 2023-03-31 13F/A-1 CLOUDFLARE CL A COM 18915M107 8,500 -153,328 -94.75 524 -92.84 0.0006
2023-05-15 2023-03-31 13F CLOUDFLARE CL A COM 18915M107 8,500 -153,328 524 0.0005
2023-02-21 2022-12-31 13F CLOUDFLARE CL A COM 18915M107 161,828 -1,141,134 -87.58 7,317 -89.85 0.0086
2022-11-14 2022-09-30 13F CLOUDFLARE CL A COM 18915M107 1,302,962 191,693 17.25 72,067 48.23 0.0884
2022-08-17 2022-06-30 13F/A-1 CLOUDFLARE CL A COM 18915M107 1,111,269 48,175 4.53 48,618 -61.79 0.0546
2022-08-15 2022-06-30 13F CLOUDFLARE CL A COM 18915M107 1,111,269 48,175 48,618 0.0174
2022-05-16 2022-03-31 13F CLOUDFLARE CL A COM 18915M107 1,063,094 1,057,115 17,680.46 127,252 16,089.82 0.0968
2022-02-11 2021-12-31 13F CLOUDFLARE CL A COM 18915M107 5,979 3,459 137.26 786 176.76 0.0007
2021-11-12 2021-09-30 13F CLOUDFLARE CL A COM 18915M107 2,520 712 39.38 284 47.92 0.0002
2021-08-13 2021-06-30 13F CLOUDFLARE CL A COM 18915M107 1,808 -1,446 -44.44 192 -16.16 0.0002
2021-05-14 2021-03-31 13F CLOUDFLARE CL A COM 18915M107 3,254 1,354 71.26 229 59.03 0.0003
2021-02-16 2020-12-31 13F CLOUDFLARE CL A COM 18915M107 1,900 1,900 144 0.0002
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.