Cloudflare, Inc.
MX ˙ BMV ˙ US18915M1071
SecurityMX:NET / Cloudflare, Inc.
InstitutionJasper Ridge Partners, L.P.
Latest Disclosed Ownership27,835 shares
Latest Disclosed Value $ 5,743,474
Jasper Ridge Partners, L.P. ownership in NET / Cloudflare, Inc.

On May 11, 2026 - Jasper Ridge Partners, L.P. filed a 13F-HR form disclosing ownership of 27,835 shares of Cloudflare, Inc. (MX:NET) valued at $5,743,474 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 27,835 shares of Cloudflare, Inc.. This represents a change in shares of 0.00% 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)
2026-05-11 2026-03-31 13F CLOUDFLARE CL A COM 18915M107 27,835 0 0.00 5,743 4.67 0.1278
2026-02-12 2025-12-31 13F CLOUDFLARE CL A COM 18915M107 27,835 0 0.00 5,488 -8.14 0.1216
2025-11-17 2025-09-30 13F CLOUDFLARE CL A COM 18915M107 27,835 0 0.00 5,973 9.60 0.1345
2025-08-14 2025-06-30 13F CLOUDFLARE CL A COM 18915M107 27,835 0 0.00 5,451 73.79 0.1364
2025-05-14 2025-03-31 13F CLOUDFLARE CL A COM 18915M107 27,835 0 0.00 3,137 4.64 0.1008
2025-02-14 2024-12-31 13F CLOUDFLARE CL A COM 18915M107 27,835 0 0.00 2,997 33.14 0.0949
2024-11-14 2024-09-30 13F CLOUDFLARE CL A COM 18915M107 27,835 0 0.00 2,252 -2.34 0.0641
2024-08-14 2024-06-30 13F CLOUDFLARE CL A COM 18915M107 27,835 0 0.00 2,306 -14.47 0.0746
2024-05-15 2024-03-31 13F CLOUDFLARE CL A COM 18915M107 27,835 0 0.00 2,695 16.31 0.0848
2024-02-14 2023-12-31 13F CLOUDFLARE CL A COM 18915M107 27,835 -59,381 -68.08 2,318 -57.86 0.0929
2023-11-14 2023-09-30 13F CLOUDFLARE CL A COM 18915M107 87,216 3,522 4.21 5,498 0.49 0.2581
2023-08-14 2023-06-30 13F CLOUDFLARE CL A COM 18915M107 83,694 0 0.00 5,471 6.03 0.2752
2023-05-15 2023-03-31 13F CLOUDFLARE CL A COM 18915M107 83,694 1,761 2.15 5,161 39.31 0.2459
2023-02-15 2022-12-31 13F CLOUDFLARE CL A COM 18915M107 81,933 0 0.00 3,704 -18.27 0.2203
2022-11-14 2022-09-30 13F CLOUDFLARE CL A COM 18915M107 81,933 0 0.00 4,532 26.42 0.3036
2022-08-15 2022-06-30 13F CLOUDFLARE CL A COM 18915M107 81,933 0 0.00 3,585 -63.44 0.2170
2022-08-15 2022-03-31 13F/A-1 CLOUDFLARE CL A COM 18915M107 81,933 0 0.00 9,807 -8.98 0.4841
2022-05-13 2022-03-31 13F CLOUDFLARE CL A COM 18915M107 81,933 0 9,807 0.4658
2022-08-12 2021-12-31 13F/A-1 CLOUDFLARE CL A COM 18915M107 81,933 -55,952 -40.58 10,774 -30.64 0.4041
2022-02-11 2021-12-31 13F CLOUDFLARE CL A COM 18915M107 81,933 -55,952 10,774 0.3896
2022-08-12 2021-09-30 13F/A-1 CLOUDFLARE CL A COM 18915M107 137,885 5,284 3.98 15,533 10.68 0.6920
2021-11-12 2021-09-30 13F CLOUDFLARE CL A COM 18915M107 137,885 5,284 15,533 0.6678
2022-08-12 2021-06-30 13F/A-2 CLOUDFLARE CL A COM 18915M107 132,601 11,984 9.94 14,034 65.59 0.6995
2021-09-10 2021-06-30 13F/A-1 CLOUDFLARE CL A COM 18915M107 132,601 11,984 14,034 0.6712
2021-08-12 2021-06-30 13F CLOUDFLARE CL A COM 18915M107 132,601 11,984 14,034 0.6728
2022-08-12 2021-03-31 13F/A-1 CLOUDFLARE CL A COM 18915M107 120,617 9,278 8.33 8,475 0.17 0.3899
2021-05-13 2021-03-31 13F CLOUDFLARE CL A COM 18915M107 120,617 9,278 8,475 0.3762
2022-08-12 2020-12-31 13F/A-1 CLOUDFLARE CL A COM 18915M107 111,339 37,113 50.00 8,461 177.59 0.3743
2021-02-12 2020-12-31 13F CLOUDFLARE CL A COM 18915M107 111,339 37,113 8,461 0.3618
2022-08-12 2020-09-30 13F/A-1 CLOUDFLARE CL A COM 18915M107 74,226 59,381 400.01 3,048 470.79 0.1755
2020-11-12 2020-09-30 13F CLOUDFLARE CL A COM 18915M107 74,226 59,381 3,048 0.1676
2022-08-12 2020-06-30 13F/A-1 CLOUDFLARE CL A COM 18915M107 14,845 14,845 534 0.0369
2020-08-13 2020-06-30 13F CLOUDFLARE CL A COM 18915M107 14,845 14,845 534 0.0350
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.