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Equity · Technology

NET

Cloudflare, Inc. · NYSE

$264.00 −0.75% 1D Finazon · prior-day close · Jul 28, 2026

Reddit mentioned NET 13 times in the 30 days to 27 July 2026, across 3 of the communities we track. All of them were scored for sentiment: 62% read bullish, 15% bearish and 23% neither. Reddit data updated 27 July 2026.

Price · Chart Chart by TradingView

The chart above plots the price of NET over the range selected — one day to the full history — drawn by TradingView from their own data. Our own licensed end-of-day series holds 60 sessions over that window: $217.20 on 1 May 2026 through $264.00 on 28 July 2026. Finazon · prior-day close.

Market cap $93.1B
52-week range $161.00 – $281.00
Avg volume 654.7K
Mentions · 30d 13
Net sentiment +0.06

Finazon · prior-day close · valuation computed from SEC EDGAR filings · as of Jul 29, 2026

The Distributed Sentinel 27 Jul 2026

The crowd leans clearly bullish on NET

This is a social signal to weigh against price and insider flow, not to trade on alone.

Crowd sentiment on NET · 30d

n = 13 scored · Method
+0.06
Neutral
Bullish 62%
Neither 23%
Bearish 15%

NET · crowd attention × price

Share ↗
13 mentions
Bar chart of daily Reddit mentions for NET over the last 30 days, read against the left-hand axis; days with zero mentions show no bar. A solid accent line overlays the daily closing price on its own right-hand scale. A dashed lead-in marks the untracked days before tracking began.023$281.00$281$241.66$2411 Jul8 Jul15 Jul22 Jul30 Jul

Reddit mentions per day — left axis Busiest day in the window Daily closing price, USD — right axis Before tracking began — not zero

The chart plots daily Reddit mentions of NET over the 30 days to 27 July 2026: 13 in total, busiest on 2 July with 2, and 1 on the last day counted. This window holds no data before 2 July 2026; the dashed lead-in marks that gap, which is not a run of zeroes. The line is the daily close over the same window: $246.00 on 1 July, $264.00 on 28 July.

Finazon · prior-day close

Where NET is discussed

Share of tracked-subreddit mentions · 30d
r/wallstreetbets 77% 10 mentions +0.01
r/investing 15% 2 mentions +0.31
r/ausfinance 8% 1 mention +0.08

Reddit chatter that moves with NET

Method

How closely daily Reddit mention counts rose and fell together over the last 30 days (31 daily observations): NET moved most closely with Datadog, Inc. (DDOG) (r = +0.97) — this measures co-discussion on Reddit, not price co-movement.

Symbol r Observations
DDOG Datadog, Inc. +0.97 31
TTD The Trade Desk, Inc. +0.97 31
CRWV CoreWeave, Inc. +0.96 31
XEQT +0.95 31
DXYZ Destiny Tech100 Inc. +0.94 31
RKLB Rocket Lab Corporation +0.94 31

NET insider trades

SEC Form 4 · last 90 days · newest reported trade 17 Jul 2026
Open-market buys 0
Open-market sells 35
Net sold $192.64M
Non-trade filings 40
Date Insider Type Shares Value
17 Jul 2026 SEIFERT THOMAS J Chief Financial Officer Sell 9,700 $2.68M
15 Jul 2026 Zatlyn Michelle President and Board Co-Chair Sell 33,003 $9.45M
14 Jul 2026 Zatlyn Michelle President and Board Co-Chair Sell 33,003 $9.18M
13 Jul 2026 Zatlyn Michelle President and Board Co-Chair Sell 33,058 $8.79M
07 Jul 2026 Ledbetter Carl Director Sell 5,000 $1.34M
06 Jul 2026 Prince Matthew CEO & Board Co-Chair Sell 52,383 $12.95M

Showing the 12 most recent of 75 filings in this window. The figures above count all of them.

Compensation mechanics (6 filings)

Compensation mechanics Share grants, option exercises, tax withholding and transfers. They reach the same Form 4 as a trade, but they are not the insider buying or selling on the open market, so no purchase or sale value applies to them.

Date Insider Type Shares Value
17 Jul 2026 SEIFERT THOMAS J Chief Financial Officer Other 10,000
15 Jul 2026 Zatlyn Michelle President and Board Co-Chair Other 33,003
15 Jul 2026 SEIFERT THOMAS J Chief Financial Officer Tax withheld 2,943 $829K
14 Jul 2026 Zatlyn Michelle President and Board Co-Chair Other 33,003
13 Jul 2026 Zatlyn Michelle President and Board Co-Chair Other 33,058
06 Jul 2026 Prince Matthew CEO & Board Co-Chair Other 52,383

NET reported financials

SEC EDGAR XBRL

NET reported revenue of $2.2B for the fiscal year ended 31 Dec 2025. Net income over the same period was −$102.3M.

Figure Reported Period
Revenue $2.2B 31 Dec 2025 fiscal year
Net income −$102.3M 31 Dec 2025 fiscal year
Diluted EPS −$0.29 31 Dec 2025 fiscal year
Total assets $6.2B 31 Mar 2026 at period end
Total equity $1.5B 31 Mar 2026 at period end

Source: SEC EDGAR XBRL company facts · latest period ended 31 Mar 2026

NET earnings

SEC EDGAR
Date Period EPS Revenue
31 Mar 2026 Q1 2026 $-0.07 $640M
31 Dec 2025 FY 2025 $-0.29 $2.17B
30 Sep 2025 Q3 2025 $0.00 $562M
30 Jun 2025 Q2 2025 $-0.15 $512M

Reported figures & scheduled dates · SEC EDGAR filings

NET institutional holders

SEC Form 13F

13 of the 45 institutional funds we track reported a NET position for the quarter ended 31 Mar 2026 — a combined $1.9B; the latest of those filings landed 15 May 2026.

Fund Action Shares Value
Two Sigma Investments Added +124.2% shares 2,819,837 $581.8M
Citadel Advisors Added +444.3% shares 1,941,142 $400.5M
D. E. Shaw & Co. Added +1,040.8% shares 1,287,246 $265.6M
Marshall Wace Added +42.8% shares 986,607 $203.6M
AQR Capital Management Added +48.1% shares 907,388 $180.4M
Point72 Asset Management New position 428,984 $88.5M
Balyasny Asset Management Added +33.3% shares 350,237 $72.3M
Millennium Management Held (±25%) +3.6% shares 223,047 $46.0M
ARK Investment Management Held (±25%) −12.6% shares 183,644 $37.9M
Man Group Trimmed −77.8% shares 53,712 $11.1M

Source: SEC EDGAR 13F filings

NET fails-to-deliver

SEC CNS data

On 29 Jun 2026, 193 shares of NET failed to deliver (about $46K) — the latest of 6 consecutive trading days with recorded fails.

Settlement date Shares failed Notional
29 Jun 2026 193 $46K
26 Jun 2026 2,907 $659K
25 Jun 2026 13,540 $3.0M
24 Jun 2026 1,611 $362K
23 Jun 2026 5,335 $1.2M
22 Jun 2026 2,202 $493K
17 Jun 2026 6 $1K
15 Jun 2026 38 $9K

Source: SEC fails-to-deliver (CNS) data

NET — frequently asked questions

From live data

How often is NET mentioned on Reddit?

NET was mentioned 2 times in the last 7 days across the finance subreddits we track, and 13 times over the trailing 30 days.

Is Reddit bullish or bearish on NET?

Across 13 classified NET mentions in the last 30 days, 62% read bullish, 15% bearish and 23% neutral. Crowd sentiment is a social signal, not investment advice.

When did NET last report earnings?

Cloudflare (NET) last reported earnings on 31 Mar 2026 for Q1 2026, per SEC filings.

Are NET insiders buying or selling?

SEC Form 4 filings over the last 90 days show 0 buys and 35 sells by NET insiders on the open market. A further 40 filings were grants, awards, gifts or exercises rather than open-market trades.

Who is the CEO of Cloudflare?

Matthew Prince leads Cloudflare (NET) as chief executive.

What exchange is NET listed on?

Cloudflare trades on NYSE under the ticker NET.

Answers are generated from the live figures on this page — Reddit crowd data, SEC filings and open company records — and update as the data does.