Cloudflare, Inc.
US ˙ NYSE ˙ US18915M1071

SecurityNET / Cloudflare, Inc.
InstitutionBaker Chad R
Latest Disclosed Ownership77,960 shares
Latest Disclosed Value $ 16,086,266
Baker Chad R reports 4.10% decrease in ownership of NET / Cloudflare, Inc.

On April 17, 2026 - Baker Chad R filed a 13F-HR form disclosing ownership of 77,960 shares of Cloudflare, Inc. (US:NET) valued at $16,086,266 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 81,290 shares of Cloudflare, Inc.. This represents a change in shares of -4.10% during the quarter. The current value of the position is $20,685,127 USD.

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)
2026-04-17 2026-03-31 13F CLOUDFLARE Common Stock 18915M107 77,960 -3,330 -4.10 16,086 -0.87 3.0343
2026-01-13 2025-12-31 13F CLOUDFLARE Common Stock 18915M107 81,290 -15 -0.02 16,227 -6.99 2.9113
2025-10-16 2025-09-30 13F CLOUDFLARE Common Stock 18915M107 81,305 -14,595 -15.22 17,447 -7.10 3.0026
2025-07-11 2025-06-30 13F CLOUDFLARE Common Stock 18915M107 95,900 0 0.00 18,780 73.79 3.4889
2025-04-16 2025-03-31 13F CLOUDFLARE Common Stock 18915M107 95,900 0 0.00 10,807 4.65 2.2012
2025-01-15 2024-12-31 13F CLOUDFLARE Common Stock 18915M107 95,900 0 0.00 10,327 33.12 2.0215
2024-10-18 2024-09-30 13F CLOUDFLARE Common Stock 18915M107 95,900 0 0.00 7,757 -2.34 1.5239
2024-07-22 2024-06-30 13F CLOUDFLARE Common Stock 18915M107 95,900 0 0.00 7,943 -14.45 1.6581
2024-04-17 2024-03-31 13F CLOUDFLARE Common Stock 18915M107 95,900 185 0.19 9,286 16.51 1.9775
2024-01-22 2023-12-31 13F CLOUDFLARE Common Stock 18915M107 95,715 63,520 197.30 7,969 292.76 1.7933
2023-10-17 2023-09-30 13F CLOUDFLARE Common Stock 18915M107 32,195 32,195 2,030 0.5123
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.