Cloudflare, Inc.
MX ˙ BMV ˙ US18915M1071
SecurityMX:NET / Cloudflare, Inc.
InstitutionRobeco Institutional Asset Management B.V.
Latest Disclosed Ownership4,348 shares
Latest Disclosed Value $ 897,168
Robeco Institutional Asset Management B.V. reports 67.75% decrease in ownership of NET / Cloudflare, Inc.

On April 21, 2026 - Robeco Institutional Asset Management B.V. filed a 13F-HR form disclosing ownership of 4,348 shares of Cloudflare, Inc. (MX:NET) valued at $897,168 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 13,482 shares of Cloudflare, Inc.. This represents a change in shares of -67.75% 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)
2026-04-21 2026-03-31 13F CLOUDFLARE CL A COM 18915M107 4,348 -9,134 -67.75 897 -66.24 0.0013
2026-01-23 2025-12-31 13F CLOUDFLARE CL A COM 18915M107 13,482 -5,693 -29.69 2,658 -35.42 0.0038
2025-10-22 2025-09-30 13F CLOUDFLARE CL A COM 18915M107 19,175 14,701 328.59 4,115 369.63 0.0060
2025-07-18 2025-06-30 13F CLOUDFLARE CL A COM 18915M107 4,474 -564 -11.19 876 54.50 0.0014
2025-04-23 2025-03-31 13F CLOUDFLARE CL A COM 18915M107 5,038 -5,076 -50.19 568 -47.93 0.0011
2025-01-23 2024-12-31 13F CLOUDFLARE CL A COM 18915M107 10,114 -4,912 -32.69 1,089 -10.37 0.0021
2024-10-29 2024-09-30 13F CLOUDFLARE CL A COM 18915M107 15,026 -42 -0.28 1,215 -2.64 0.0024
2024-07-23 2024-06-30 13F CLOUDFLARE CL A COM 18915M107 15,068 -55,702 -78.71 1,248 -81.79 0.0027
2024-04-24 2024-03-31 13F CLOUDFLARE CL A COM 18915M107 70,770 66,353 1,502.22 6,853 1,767.03 0.0149
2024-02-14 2023-12-31 13F/A-1 CLOUDFLARE CL A COM 18915M107 4,417 -3,617 -45.02 368 -27.47 0.0009
2024-02-08 2023-12-31 13F CLOUDFLARE CL A COM 18915M107 73 -7,961 4 0.0008
2023-10-24 2023-09-30 13F CLOUDFLARE CL A COM 18915M107 8,034 -330 -3.95 506 -7.33 0.0014
2023-07-24 2023-06-30 13F CLOUDFLARE CL A COM 18915M107 8,364 -2,319 -21.71 547 -17.02 0.0014
2023-05-04 2023-03-31 13F CLOUDFLARE CL A COM 18915M107 10,683 0 0.00 659 36.51 0.0018
2023-02-07 2022-12-31 13F CLOUDFLARE CL A COM 18915M107 10,683 3,905 57.61 483 28.19 0.0014
2022-12-01 2022-09-30 13F/A-1 CLOUDFLARE CL A COM 18915M107 6,778 -1,754 -20.56 376 0.80 0.0012
2022-10-27 2022-09-30 13F CLOUDFLARE CL A COM 18915M107 6,778 -1,754 376 0.0012
2022-12-01 2022-06-30 13F/A-1 CLOUDFLARE CL A COM 18915M107 8,532 -272 -3.09 373 -64.61 0.0012
2022-07-27 2022-06-30 13F CLOUDFLARE CL A COM 18915M107 8,532 -272 373 0.0011
2022-12-01 2022-03-31 13F/A-1 CLOUDFLARE CL A COM 18915M107 8,804 -6,559 -42.69 1,054 -47.85 0.0025
2022-04-26 2022-03-31 13F CLOUDFLARE CL A COM 18915M107 8,804 -6,559 1,054 0.0025
2022-12-01 2021-12-31 13F/A-1 CLOUDFLARE CL A COM 18915M107 15,363 7,286 90.21 2,021 122.09 0.0043
2022-01-31 2021-12-31 13F CLOUDFLARE CL A COM 18915M107 15,363 7,286 2,021 0.0042
2022-12-01 2021-09-30 13F/A-1 CLOUDFLARE CL A COM 18915M107 8,077 -30,915 -79.29 910 -77.96 0.0020
2021-10-20 2021-09-30 13F CLOUDFLARE CL A COM 18915M107 8,077 -30,915 910 0.0020
2022-12-01 2021-06-30 13F/A-1 CLOUDFLARE CL A COM 18915M107 38,992 -39,326 -50.21 4,129 -24.94 0.0092
2021-07-28 2021-06-30 13F CLOUDFLARE CL A COM 18915M107 38,992 -39,326 4,129 0.0090
2022-12-01 2021-03-31 13F/A-1 CLOUDFLARE CL A COM 18915M107 78,318 72,908 1,347.65 5,501 1,235.19 0.0136
2021-04-23 2021-03-31 13F CLOUDFLARE CL A COM 18915M107 78,318 72,908 5,501 0.0134
2022-12-01 2020-12-31 13F/A-1 CLOUDFLARE CL A COM 18915M107 5,410 5,410 412 0.0011
2021-01-28 2020-12-31 13F CLOUDFLARE CL A COM 18915M107 5,410 5,410 412 0.0011
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.