Cloudflare, Inc.
MX ˙ BMV ˙ US18915M1071
SecurityMX:NET / Cloudflare, Inc.
InstitutionJackson Square Capital, Llc
Latest Disclosed Ownership19,608 shares
Latest Disclosed Value $ 4,045,915
Jackson Square Capital, Llc reports 51.23% decrease in ownership of NET / Cloudflare, Inc.

On April 13, 2026 - Jackson Square Capital, Llc filed a 13F-HR form disclosing ownership of 19,608 shares of Cloudflare, Inc. (MX:NET) valued at $4,045,915 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 40,202 shares of Cloudflare, Inc.. This represents a change in shares of -51.23% 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)
2026-04-13 2026-03-31 13F CLOUDFLARE CL A COM 18915M107 19,608 -20,594 -51.23 4,046 -48.96 0.8483
2026-01-21 2025-12-31 13F CLOUDFLARE CL A COM 18915M107 40,202 463 1.17 7,926 -7.06 1.5680
2025-10-09 2025-09-30 13F CLOUDFLARE CL A COM 18915M107 39,739 -1,572 -3.81 8,528 5.41 1.8598
2025-07-10 2025-06-30 13F CLOUDFLARE CL A COM 18915M107 41,311 29,026 236.27 8,090 484.47 1.7965
2025-04-16 2025-03-31 13F CLOUDFLARE CL A COM 18915M107 12,285 1,038 9.23 1,384 14.29 0.4501
2025-01-15 2024-12-31 13F CLOUDFLARE CL A COM 18915M107 11,247 63 0.56 1,211 33.96 0.2918
2024-10-31 2024-09-30 13F CLOUDFLARE CL A COM 18915M107 11,184 -332 -2.88 905 -5.14 0.2245
2024-08-05 2024-06-30 13F CLOUDFLARE CL A COM 18915M107 11,516 -1,424 -11.00 954 -23.88 0.2347
2024-04-16 2024-03-31 13F CLOUDFLARE CL A COM 18915M107 12,940 520 4.19 1,253 21.08 0.3226
2024-01-09 2023-12-31 13F CLOUDFLARE CL A COM 18915M107 12,420 1,395 12.65 1,034 48.78 0.3327
2023-10-25 2023-09-30 13F CLOUDFLARE CL A COM 18915M107 11,025 -6,379 -36.65 695 -38.87 0.2791
2023-07-28 2023-06-30 13F CLOUDFLARE CL A COM 18915M107 17,404 -49,983 -74.17 1,138 -72.64 0.4570
2023-04-21 2023-03-31 13F CLOUDFLARE CL A COM 18915M107 67,387 37,879 128.37 4,155 211.47 1.8601
2023-01-23 2022-12-31 13F CLOUDFLARE CL A COM 18915M107 29,508 -10,751 -26.70 1,334 -40.10 0.6281
2022-10-13 2022-09-30 13F CLOUDFLARE CL A COM 18915M107 40,259 868 2.20 2,227 29.25 1.0863
2022-07-25 2022-06-30 13F CLOUDFLARE CL A COM 18915M107 39,391 -19,936 -33.60 1,723 -75.74 0.7280
2022-04-20 2022-03-31 13F CLOUDFLARE CL A COM 18915M107 59,327 -6,842 -10.34 7,101 -18.39 2.2147
2022-01-19 2021-12-31 13F CLOUDFLARE CL A COM 18915M107 66,169 2,554 4.01 8,701 21.42 2.5030
2021-10-28 2021-09-30 13F/A-1 CLOUDFLARE CL A COM 18915M107 63,615 402 0.64 7,166 7.12 2.3299
2021-10-21 2021-09-30 13F CLOUDFLARE CL A COM 18915M107 63,615 402 7,166 2.3299
2021-07-20 2021-06-30 13F CLOUDFLARE CL A COM 18915M107 63,213 -7,485 -10.59 6,690 34.69 2.1495
2021-05-18 2021-03-31 13F CLOUDFLARE CL A COM 18915M107 70,698 -19,535 -21.65 4,967 -27.56 1.8964
2021-03-05 2020-12-31 13F CLOUDFLARE CL A COM 18915M107 90,233 -7,506 -7.68 6,857 70.87 2.6368
2020-11-17 2020-09-30 13F CLOUDFLARE CL A COM 18915M107 97,739 2,339 2.45 4,013 17.00 1.7673
2020-08-18 2020-06-30 13F CLOUDFLARE CL A COM 18915M107 95,400 77,092 421.08 3,430 697.67 1.7326
2020-05-15 2020-03-31 13F CLOUDFLARE CL A COM 18915M107 18,308 -43 -0.23 430 37.38 0.3344
2020-05-15 2019-12-31 13F CLOUDFLARE CL A COM 18915M107 18,351 18,351 313 0.1805
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.