Cloudflare, Inc. $NET Shares Acquired by Krane Funds Advisors LLC

Krane Funds Advisors LLC increased its stake in shares of Cloudflare, Inc. (NYSE:NET) by 101.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 6,728 shares of the company’s stock after purchasing an additional 3,393 shares during the quarter. Krane Funds Advisors LLC’s holdings in Cloudflare were worth $1,389,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Physician Wealth Advisors Inc. raised its position in Cloudflare by 693.3% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 119 shares of the company’s stock worth $26,000 after buying an additional 104 shares during the last quarter. Westside Investment Management Inc. boosted its holdings in shares of Cloudflare by 100.0% in the third quarter. Westside Investment Management Inc. now owns 130 shares of the company’s stock valued at $28,000 after acquiring an additional 65 shares in the last quarter. Twin Peaks Wealth Advisors LLC acquired a new position in shares of Cloudflare during the second quarter worth about $29,000. ORG Wealth Partners LLC raised its holdings in Cloudflare by 101.4% during the third quarter. ORG Wealth Partners LLC now owns 139 shares of the company’s stock worth $30,000 after purchasing an additional 70 shares in the last quarter. Finally, Cloud Capital Management LLC purchased a new position in Cloudflare during the third quarter worth about $31,000. 82.68% of the stock is currently owned by hedge funds and other institutional investors.

Cloudflare News Summary

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Cloudflare announced it is the first SASE platform to support modern post‑quantum encryption — a product differentiation that strengthens its security positioning for enterprise customers and may support higher-margin sales over time. Cloudflare Becomes the First and Only SASE Platform to Support Modern Post‑Quantum Encryption
• Positive Sentiment: Cloudflare entered a strategic partnership with Mastercard to build tools for small businesses — a commercial tie-up that could accelerate go‑to‑market reach and revenue opportunities in payments and SMB segments. Cloudflare, Inc. (NET) Enters into Strategic Partnership with Mastercard Incorporated
• Neutral Sentiment: An institutional investor (AMJ Financial Wealth Management) modestly increased its Cloudflare position per a recent 13F filing — a small vote of confidence but not large enough to shift ownership dynamics materially. Cloudflare is AMJ Financial Wealth Management’s 10th Largest Position
• Negative Sentiment: White House plans to raise global tariffs to 15% (reported broadly across markets) triggered broad risk‑off moves in tech names and was cited as a direct driver of selling pressure on Cloudflare today. This macro development increases cost uncertainty and investor risk aversion for growth names. Why Cloudflare (NET) Shares Are Getting Obliterated Today
• Negative Sentiment: Sector weakness: cybersecurity stocks fell after Anthropic released an AI tool that can scan code for vulnerabilities, stoking investor fears that AI could commoditize parts of the cybersecurity stack and pressure vendors’ business models. Cloudflare, as a security and networking name, was caught up in that sell‑off. Cybersecurity stocks drop for a second day as new Anthropic tool fuels AI disruption fears
• Negative Sentiment: Significant insider selling: Chief Operating Officer Michelle Zatlyn sold large blocks of shares across Feb. 19–23 (totaling tens of thousands of shares), sharply reducing her stake — moves investors often view as a negative signal or increased near‑term supply. The sales were disclosed in an SEC filing. SEC Filing — Insider Sales

Insider Activity at Cloudflare

In other Cloudflare news, CEO Matthew Prince sold 52,384 shares of the firm’s stock in a transaction on Friday, December 5th. The stock was sold at an average price of $201.23, for a total transaction of $10,541,232.32. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Michelle Zatlyn sold 35,080 shares of the business’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $187.39, for a total value of $6,573,641.20. Following the completion of the transaction, the insider directly owned 34,514 shares of the company’s stock, valued at approximately $6,467,578.46. This trade represents a 50.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 464,455 shares of company stock valued at $90,522,134 over the last 90 days. Insiders own 10.89% of the company’s stock.

Analysts Set New Price Targets

Several research firms have issued reports on NET. Guggenheim boosted their target price on Cloudflare from $117.00 to $140.00 and gave the stock a “sell” rating in a research report on Wednesday, February 11th. DZ Bank upgraded Cloudflare from a “hold” rating to a “buy” rating and set a $215.00 price target on the stock in a research note on Friday, February 13th. Jefferies Financial Group upped their price objective on Cloudflare from $185.00 to $225.00 and gave the stock a “hold” rating in a report on Wednesday, February 11th. Zacks Research cut Cloudflare from a “hold” rating to a “strong sell” rating in a research report on Thursday, February 12th. Finally, Citizens Jmp set a $270.00 target price on Cloudflare in a report on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, seven have given a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $230.70.

Cloudflare Price Performance

Cloudflare stock opened at $159.98 on Tuesday. The firm has a market capitalization of $56.04 billion, a PE ratio of -551.63 and a beta of 1.97. Cloudflare, Inc. has a 52 week low of $89.42 and a 52 week high of $260.00. The firm’s 50-day simple moving average is $187.79 and its 200 day simple moving average is $203.85. The company has a quick ratio of 2.04, a current ratio of 2.04 and a debt-to-equity ratio of 1.46.

Cloudflare (NYSE:NET) last posted its earnings results on Tuesday, February 10th. The company reported $0.28 earnings per share for the quarter, beating the consensus estimate of $0.27 by $0.01. Cloudflare had a negative net margin of 4.72% and a negative return on equity of 7.40%. The firm had revenue of $614.51 million during the quarter, compared to the consensus estimate of $591.67 million. During the same period last year, the firm posted $0.19 EPS. The firm’s revenue for the quarter was up 33.6% on a year-over-year basis. On average, equities research analysts predict that Cloudflare, Inc. will post -0.11 EPS for the current fiscal year.

Cloudflare Company Profile

Cloudflare, Inc is a global web infrastructure and security company that provides a suite of services designed to improve the performance, reliability and security of internet properties. Its core offerings include a content delivery network (CDN), distributed denial-of-service (DDoS) protection, managed DNS, and a web application firewall (WAF). Cloudflare also provides tools for bot management, SSL/TLS, load balancing and rate limiting to help organizations maintain uptime and protect web applications from attack.

In addition to traditional edge and security services, Cloudflare has expanded into edge computing and developer platforms.