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Equity · Technology

NET

Cloudflare, Inc. · NYSE

$349 −2.77% vs prior close Finazon · prior-day close, indicative (IEX-derived, not the official close) · Sep 25, 2026

Reddit mentioned NET 34 times in the 30 days to 28 September 2026, across 5 of the communities we track. All of them were scored for sentiment: 68% read bullish, 6% bearish and 26% neither. Reddit data updated 28 September 2026.

Price · Chart
Our own end-of-day closes 62 sessions
$400 $200 30 Jun 25 Sep

The line runs $245 on 30 June through $349 on 25 September, on a scale from $200 to $400. Days the market did not trade hold the previous close, flat.

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 62 sessions over that window: $245 on 30 June 2026 through $349 on 25 September 2026.

Market cap $123.4B
52-week range $161 – $358.95
Avg volume 174.3K
Mentions · 30d 34
Net sentiment +0.09

Finazon · prior-day close, indicative (IEX-derived, not the official close) · valuation computed from SEC EDGAR filings · as of Sep 25, 2026

NET · crowd attention × price

Share ↗
34 mentions

Day27 Sep 2026

MENTIONS00–6 / day
PRICE$349 · closedMARKET CLOSED · heldSource: Finazon
MOOD—
NET over the last 30 days, plotting daily Reddit mentions as bars, left-hand scale; the daily closing price as a line on its own right-hand scale, solid across consecutive trading days, held flat and diagonally hatched over days the market was closed, diagonally hatched over days we hold no close for; the crowd's sentiment as a scattered ribbon against a dashed neutral rule — each point is the mix over the 7 days ending that day, above the rule more mentions bullish than bearish and below it the reverse — denser on days with more mentions.per day0246% bull10%30%50%70%90%usd$250$300$350$40030 Aug6 Sep14 Sep21 Sep28 Sep
NET over the last 30 days, plotting daily Reddit mentions as bars, left-hand scale; the daily closing price as a line on its own right-hand scale, solid across consecutive trading days, held flat and diagonally hatched over days the market was closed, diagonally hatched over days we hold no close for; the crowd's sentiment as a scattered ribbon against a dashed neutral rule — each point is the mix over the 7 days ending that day, above the rule more mentions bullish than bearish and below it the reverse — denser on days with more mentions.50% BULL30 Aug14 Sep28 Sep
The Distributed Sentinel 28 Sep 2026

NET's busiest day for Reddit mentions came at the bearish end of this window's sentiment — 78% bullish on 14 September, against 100% bullish at the other end

This chart in words

The chart plots daily Reddit mentions of NET over the 30 days to 28 September 2026: 34 in total, busiest on 14 September with 4, and 2 on the last day counted. The line is the daily close over the same window: $305.20 on 31 August, $349 on 25 September. Of those days, 19 were trading sessions and the other 11 are hatched on the chart. On 9 of them no session took place, and the last close before it is carried forward rather than plotted; on 1 of them no session took place, and this window holds no earlier close to carry forward; on 1 of them we hold no close at all, which is a gap in our own record rather than a closure we can prove. Sentiment — the bullish share of the mentions that took a side, where the chart's dashed rule marks the 50% at which bullish and bearish are even — ran from 67% bullish to 100% bullish over the 11 days that carried enough mentions to measure. 18 days either fell under the 5-mention floor or carried no bullish or bearish mention at all, and so carry no sentiment point.

Finazon · prior-day close, indicative (IEX-derived, not the official close), some closes dollar-rounded at the source

Crowd sentiment on NET · 30d

n = 34 scored · Method
NET

68% bullish

Overall market sentiment

55% bullish

NET reads 13 points more bullish than overall market sentiment. Same measure; same 30-day window.

Where NET is discussed

(30d)
r/wallstreetbets 44% 15 +0.08
r/stocks 26% 9 +0.08
r/cryptocurrency 15% 5 +0.06
r/investing 12% 4 +0.19
r/options 3% 1 +0.03

Moves with NET

co-mention r · 31 obs

Tickers whose daily Reddit volume rose and fell with NET's. Co-discussion, not price.

How closely daily Reddit mention counts rose and fell together over the last 30 days (31 daily observations) · Method

NET insider trades

SEC Form 4 · last 90 days · newest reported trade 22 Sep 2026
Open-market buys 0
Open-market sells 31
Net sold $204.22M
Non-trade filings 37
Date Insider Type Shares Value
22 Sep 2026 Ledbetter Carl Director Sell 5,000 $1.77M
17 Sep 2026 SEIFERT THOMAS J Chief Financial Officer Sell 9,000 $3.00M
14 Sep 2026 Ledbetter Carl Director Sell 5,000 $1.56M
08 Sep 2026 Zatlyn Michelle PRESIDENT & BOARD CO-CHAIR Sell 33,003 $9.16M
04 Sep 2026 Zatlyn Michelle PRESIDENT & BOARD CO-CHAIR Sell 33,003 $9.30M
03 Sep 2026 Zatlyn Michelle PRESIDENT & BOARD CO-CHAIR Sell 33,003 $9.21M
21 Aug 2026 Zatlyn Michelle President and Board Co-Chair Sell 33,003 $9.16M
20 Aug 2026 Zatlyn Michelle President and Board Co-Chair Sell 33,003 $9.41M
19 Aug 2026 Zatlyn Michelle President and Board Co-Chair Sell 33,003 $9.72M
18 Aug 2026 Riley Janel Chief Accounting Officer Sell 3,481 $1.06M
18 Aug 2026 Starzak Alissa Michelle Chief Legal Officer Sell 2,538 $773K
17 Aug 2026 SEIFERT THOMAS J Chief Financial Officer Sell 10,000 $3.07M

Showing the 12 most recent of 31 open-market trades in this window. The figures above count all of them.

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 Sep 2026 SEIFERT THOMAS J Chief Financial Officer Other 10,000
15 Sep 2026 SEIFERT THOMAS J Chief Financial Officer Tax withheld 2,944 $963K
08 Sep 2026 Zatlyn Michelle PRESIDENT & BOARD CO-CHAIR Other 33,003
04 Sep 2026 Zatlyn Michelle PRESIDENT & BOARD CO-CHAIR Other 33,003
03 Sep 2026 Zatlyn Michelle PRESIDENT & BOARD CO-CHAIR Other 33,003
21 Aug 2026 Zatlyn Michelle President and Board Co-Chair Other 33,003
20 Aug 2026 Zatlyn Michelle President and Board Co-Chair Other 33,003
19 Aug 2026 Zatlyn Michelle President and Board Co-Chair Other 33,003
17 Aug 2026 SEIFERT THOMAS J Chief Financial Officer Other 10,000
17 Aug 2026 Riley Janel Chief Accounting Officer Option exercise 1,667 $113K
17 Aug 2026 Starzak Alissa Michelle Chief Legal Officer Option exercise 3,333 $259K
15 Aug 2026 SEIFERT THOMAS J Chief Financial Officer Tax withheld 2,944 $930K

Showing the 12 most recent of 37 compensation filings in this window. The figures above count all of them.

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 $6.5B 30 Jun 2026 at period end
Total equity $1.6B 30 Jun 2026 at period end

Source: SEC EDGAR XBRL company facts · latest period ended 30 Jun 2026

NET earnings

SEC EDGAR
Date Period EPS Revenue
30 Jun 2026 Q2 2026 $-0.48 $696M
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
31 Mar 2025 Q1 2025 $-0.11 $479M
31 Dec 2024 FY 2024 $-0.23 $1.67B
30 Sep 2024 Q3 2024 $-0.04 $430M

Next report no date announced in SEC filings yet

Reported figures & scheduled dates · SEC EDGAR filings

NET institutional holders

SEC Form 13F

14 of the 45 institutional funds we track reported a NET position for the quarter ended 30 Jun 2026 — a combined $2.3B; the latest of those filings landed 02 Sep 2026.

Fund Action Shares Value
Two Sigma Investments Held (±25%) −8.3% shares 2,586,183 $634.3M
AQR Capital Management Added +128.9% shares 2,076,835 $509.4M
D. E. Shaw & Co. Added +51.3% shares 1,947,802 $477.8M
Marshall Wace Held (±25%) +8.0% shares 1,065,580 $261.4M
Balyasny Asset Management Added +91.6% shares 670,903 $164.6M
Citadel Advisors Trimmed −74.7% shares 491,046 $120.4M
ARK Investment Management Held (±25%) −4.3% shares 175,723 $43.1M
Renaissance Technologies New position 171,400 $42.0M
Millennium Management Trimmed −52.6% shares 105,636 $25.9M
Tudor Investment Corp New position 91,048 $22.3M

Showing the 10 largest of 14 reported positions. The figures above count all of them.

Source: SEC EDGAR 13F filings

NET fails-to-deliver

SEC CNS data

On 31 Aug 2026, 32,860 shares of NET failed to deliver (about $9.9M) — the latest of 6 consecutive trading days with recorded fails.

Settlement date Shares failed Notional % of shares out
31 Aug 2026 32,860 $9.9M 0.009%
28 Aug 2026 32,760 $10.1M 0.009%
27 Aug 2026 32,891 $9.4M 0.009%
26 Aug 2026 32,891 $9.1M 0.009%
25 Aug 2026 32,896 $9.2M 0.009%
24 Aug 2026 37,191 $10.9M 0.011%

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

Congressional trades in NET

STOCK Act disclosures

The most recent congressional trade disclosed in NET is a sale by Gilbert Ray Cisneros, Jr. (house, CA), dated 18 Aug 2026.

Date Member Type Amount
18 Aug 2026 filed 10 Sep 2026 Gilbert Ray Cisneros, Jr. house · Democrat–CA Sale $1K–$15K
04 Feb 2026 filed 16 Mar 2026 Josh Gottheimer house · Democrat–NJ Sale $1K–$15K
24 Dec 2025 filed 12 Jan 2026 Gilbert Ray Cisneros, Jr. house · Democrat–CA Sale $1K–$15K

Source: U.S. House of Representatives financial disclosures

NET — frequently asked questions

From live data

How often is NET mentioned on Reddit?

NET was mentioned 11 times in the last 7 days across the finance subreddits we track, and 34 times over the trailing 30 days.

Is Reddit bullish or bearish on NET?

Across 34 classified NET mentions in the last 30 days, 68% read bullish, 6% bearish and 26% neutral. Crowd sentiment is a social signal, not investment advice.

When did NET last report earnings?

Cloudflare (NET) last reported earnings on 30 Jun 2026 for Q2 2026, per SEC filings.

Are NET insiders buying or selling?

SEC Form 4 filings over the last 90 days show 0 buys and 31 sells by NET insiders on the open market. A further 37 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.