Cloudflare, Inc. (NET)
What changed this quarter
- Institutions — 1 reduced
- Risk factors — 4 added · 1 removed · new: Zero Trust and Workplace Security Services +3
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Company overview
An internet security and performance-infrastructure company running an edge network in over 100 countries. It is expanding into the zero-trust and SASE market.
What is the Software sector?
Cloud, SaaS, and cybersecurity. Relatively defensive.
Cloudflare, Inc. is classified under the Software sector. See peers below.
Cloudflare, Inc. key financials
Based on SEC filings · latest quarter (TTM)
Tap a metric name to see its meaning in the glossary.
Cloudflare, Inc. vs Software sector benchmark
Median of 15 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
ETFs holding Cloudflare, Inc.
Per SEC N-PORT · 2026-03-31 · by weight · factual
NET on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — valuation and growth vs the Software average
Peers · Software
NET FAQ
What is Cloudflare, Inc. (NET)?
An internet security and performance-infrastructure company running an edge network in over 100 countries. It is expanding into the zero-trust and SASE market.
What sector is Cloudflare, Inc. in?
Cloudflare, Inc. is classified under Software. Cloud, SaaS, and cybersecurity. Relatively defensive.
What are Cloudflare, Inc.'s key financials?
Based on the latest quarter (TTM) from SEC filings: Revenue growth (YoY) 31.6%, Operating margin -9.7%, Net margin -3.7%, ROE -7.0%. Definitions and interpretation are available on Stocklore.
Where can I analyze Cloudflare, Inc. (NET) stock?
On Stocklore you can see NET's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, 45-day delay), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.