Cloudflare, Inc.
US ˙ NYSE ˙ US18915M1071

SecurityNET / Cloudflare, Inc.
InstitutionCerity Partners LLC
Latest Disclosed Ownership47,698 shares
Latest Disclosed Value $ 9,842,075
Cerity Partners LLC reports 55.36% increase in ownership of NET / Cloudflare, Inc.

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 47,698 shares of Cloudflare, Inc. (US:NET) valued at $9,842,005 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 30,701 shares of Cloudflare, Inc.. This represents a change in shares of 55.36% during the quarter. The current value of the position is $12,655,710 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)
2026-05-15 2026-03-31 13F CLOUDFLARE CL A COM 18915M107 47,698 16,997 55.36 9,842 62.62 0.0069
2026-02-11 2025-12-31 13F CLOUDFLARE CL A COM 18915M107 30,701 -2,835 -8.45 6,053 -15.90 0.0088
2025-10-22 2025-09-30 13F CLOUDFLARE Stock 18915M107 33,536 6,005 21.81 7,197 33.48 0.0117
2025-08-13 2025-06-30 13F CLOUDFLARE Stock 18915M107 27,531 6,363 30.06 5,391 126.04 0.0096
2025-04-30 2025-03-31 13F CLOUDFLARE Stock 18915M107 21,168 2,489 13.33 2,385 25.86 0.0048
2025-02-13 2024-12-31 13F CLOUDFLARE Stock 18915M107 18,679 263 1.43 1,896 27.27 0.0041
2024-11-12 2024-09-30 13F CLOUDFLARE Stock 18915M107 18,416 13,885 306.44 1,490 297.07 0.0033
2024-08-13 2024-06-30 13F CLOUDFLARE CL A COM 18915M107 4,531 -3,645 -44.58 375 -52.59 0.0010
2024-05-14 2024-03-31 13F CLOUDFLARE Stock 18915M107 8,176 375 4.81 792 21.88 0.0021
2024-01-26 2023-12-31 13F CLOUDFLARE Stock 18915M107 7,801 7,801 649 0.0021
2022-04-25 2022-03-31 13F CLOUDFLARE Stock 18915M107 0 -1,573 -100.00 0 -100.00
2022-02-14 2021-12-31 13F CLOUDFLARE Stock 18915M107 1,573 1,573 209 0.0032
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.