Cloudflare, Inc.
MX ˙ BMV ˙ US18915M1071
SecurityMX:NET / Cloudflare, Inc.
InstitutionSmartleaf Asset Management LLC
Latest Disclosed Ownership2,688 shares
Latest Disclosed Value $ 523,165
Smartleaf Asset Management LLC reports 9.54% increase in ownership of NET / Cloudflare, Inc.

On May 15, 2026 - Smartleaf Asset Management LLC filed a 13F-HR form disclosing ownership of 2,688 shares of Cloudflare, Inc. (MX:NET) valued at $523,165 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,454 shares of Cloudflare, Inc.. This represents a change in shares of 9.54% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F CLOUDFLARE CL A COM 18915M107 2,688 234 9.54 523 6.95 0.0189
2026-02-13 2025-12-31 13F CLOUDFLARE CL A COM 18915M107 2,454 274 12.57 490 2.73 0.0186
2025-11-05 2025-09-30 13F CLOUDFLARE CL A COM 18915M107 2,180 908 71.38 477 93.50 0.0295
2025-08-14 2025-06-30 13F CLOUDFLARE CL A COM 18915M107 1,272 -48 -3.64 247 62.91 0.0217
2025-05-14 2025-03-31 13F CLOUDFLARE CL A COM 18915M107 1,320 77 6.19 152 11.85 0.0146
2025-02-05 2024-12-31 13F CLOUDFLARE CL A COM 18915M107 1,243 492 65.51 136 121.31 0.0138
2024-11-13 2024-09-30 13F CLOUDFLARE CL A COM 18915M107 751 652 658.59 61 662.50 0.0074
2024-10-08 2024-06-30 13F/A-1 CLOUDFLARE CL A COM 18915M107 99 63 175.00 8 166.67 0.0013
2024-08-13 2024-06-30 13F CLOUDFLARE CL A COM 18915M107 99 63 8 0.0013
2024-10-07 2024-03-31 13F/A-1 CLOUDFLARE CL A COM 18915M107 36 11 44.00 3 50.00 0.0007
2024-05-03 2024-03-31 13F CLOUDFLARE CL A COM 18915M107 36 11 2 0.0004
2024-02-12 2023-12-31 13F CLOUDFLARE CL A COM 18915M107 25 25 2 0.0006
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.