Cloudflare, Inc.
MX ˙ BMV ˙ US18915M1071
SecurityMX:NET / Cloudflare, Inc.
InstitutionSumitomo Mitsui Trust Holdings, Inc.
Latest Disclosed Ownership1,074,397 shares
Latest Disclosed Value $ 221,691,077
Sumitomo Mitsui Trust Holdings, Inc. reports 4.55% decrease in ownership of NET / Cloudflare, Inc.

On April 30, 2026 - Sumitomo Mitsui Trust Holdings, Inc. filed a 13F-HR form disclosing ownership of 1,074,397 shares of Cloudflare, Inc. (MX:NET) valued at $221,691,077 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 1,125,602 shares of Cloudflare, Inc.. This represents a change in shares of -4.55% 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)
2026-04-30 2026-03-31 13F CLOUDFLARE INC - COM 18915M107 1,074,397 -51,205 -4.55 221,691 -0.10 0.1435
2026-01-23 2025-12-31 13F CLOUDFLARE INC - COM 18915M107 1,125,602 -150,449 -11.79 221,912 -18.96 0.1303
2025-10-27 2025-09-30 13F CLOUDFLARE INC - COM 18915M107 1,276,051 -120,215 -8.61 273,828 0.15 0.1576
2025-07-31 2025-06-30 13F CLOUDFLARE INC - COM 18915M107 1,396,266 -11,665 -0.83 273,431 72.34 0.1704
2025-04-25 2025-03-31 13F CLOUDFLARE INC - COM 18915M107 1,407,931 -67,892 -4.60 158,660 -0.16 0.1122
2025-01-28 2024-12-31 13F CLOUDFLARE INC - COM 18915M107 1,475,823 -123,645 -7.73 158,917 22.83 0.1073
2024-11-05 2024-09-30 13F CLOUDFLARE INC - COM 18915M107 1,599,468 -61,957 -3.73 129,381 -5.98 0.0897
2024-07-19 2024-06-30 13F CLOUDFLARE INC - COM 18915M107 1,661,425 19,446 1.18 137,616 -13.45 0.1016
2024-04-19 2024-03-31 13F CLOUDFLARE INC - COM 18915M107 1,641,979 -36,951 -2.20 158,993 13.74 0.1092
2024-01-30 2023-12-31 13F CLOUDFLARE INC - COM 18915M107 1,678,930 -57,282 -3.30 139,788 27.72 0.1034
2023-10-30 2023-09-30 13F CLOUDFLARE INC - COM 18915M107 1,736,212 14,984 0.87 109,451 -2.72 0.0899
2023-07-31 2023-06-30 13F CLOUDFLARE INC - COM 18915M107 1,721,228 100,242 6.18 112,517 12.57 0.0876
2023-04-27 2023-03-31 13F CLOUDFLARE INC - COM 18915M107 1,620,986 86,934 5.67 99,950 44.11 0.0745
2023-01-30 2022-12-31 13F CLOUDFLARE INC - COM 18915M107 1,534,052 51,272 3.46 69,354 -15.44 0.0549
2022-10-21 2022-09-30 13F CLOUDFLARE INC - COM 18915M107 1,482,780 10,202 0.69 82,013 27.30 0.0674
2022-07-26 2022-06-30 13F CLOUDFLARE INC - COM 18915M107 1,472,578 126,857 9.43 64,425 -60.01 0.0496
2022-04-27 2022-03-31 13F CLOUDFLARE INC - COM 18915M107 1,345,721 100,732 8.09 161,083 -1.61 0.1073
2022-02-02 2021-12-31 13F CLOUDFLARE INC - COM 18915M107 1,244,989 -68,543 -5.22 163,716 10.64 0.0995
2021-10-25 2021-09-30 13F CLOUDFLARE INC - COM 18915M107 1,313,532 -77,703 -5.59 147,969 0.49 0.0922
2021-08-02 2021-06-30 13F CLOUDFLARE INC - COM 18915M107 1,391,235 8,158 0.59 147,248 51.53 0.0871
2021-04-30 2021-03-31 13F CLOUDFLARE INC - COM 18915M107 1,383,077 275,948 24.92 97,175 15.50 0.0607
2021-02-05 2020-12-31 13F CLOUDFLARE INC - COM 18915M107 1,107,129 1,063,805 2,455.46 84,131 4,629.12 0.0544
2020-10-30 2020-09-30 13F CLOUDFLARE INC - COM 18915M107 43,324 0 0.00 1,779 14.26 0.0012
2020-07-27 2020-06-30 13F CLOUDFLARE INC - COM 18915M107 43,324 -17,476 -28.74 1,557 9.03 0.0011
2020-04-27 2020-03-31 13F CLOUDFLARE INC - COM 18915M107 60,800 60,800 1,428 0.0012
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.