Cloudflare, Inc.
US ˙ NYSE ˙ US18915M1071

SecurityNET / Cloudflare, Inc.
InstitutionTIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
Latest Disclosed Ownership75,375 shares
Latest Disclosed Value $ 14,760,686
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund reports 3.81% increase in ownership of NET / Cloudflare, Inc.

On August 27, 2025 - TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund filed a NPORT-P form disclosing ownership of 75,375 shares of Cloudflare, Inc. (US:NET) valued at $14,760,686 USD as of June 30, 2025. The entity filed a previous NPORT-P on May 29, 2025 disclosing 72,606 shares of Cloudflare, Inc.. This represents a change in shares of 3.81% during the quarter. The current value of the position is $18,852,041 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)
2025-08-27 2025-06-30 NP Cloudflare EC US18915M1071 75,375 2,769 3.81 14,761 80.42 1.0492
2025-05-29 2025-03-31 NP Cloudflare EC US18915M1071 72,606 -3,335 -4.39 8,182 0.05 0.6392
2025-02-28 2024-12-31 NP Cloudflare EC US18915M1071 75,941 -24,640 -24.50 8,177 0.52 0.6236
2024-11-29 2024-09-30 NP Cloudflare EC US18915M1071 100,581 11,419 12.81 8,136 10.16 0.6194
2024-08-27 2024-06-30 NP Cloudflare EC US18915M1071 89,162 -23,480 -20.84 7,385 -32.29 0.5811
2024-05-28 2024-03-31 NP Cloudflare EC US18915M1071 112,642 117,756 -2,302.62 10,907 -2,666.35 0.8605
2024-02-27 2023-12-31 NP Cloudflare EC US18915M1071 -5,114 -107,180 -105.01 -426 -105.00 -0.0332
2024-02-27 2023-12-31 NP Cloudflare EC US18915M1071 102,066 107,588 -1,948.35 8,498 -2,541.95 0.6633
2023-11-27 2023-09-30 NP Cloudflare EC US18915M1071 -5,522 3,620 -39.60 -348 -41.71 -0.0279
2023-08-28 2023-06-30 NP Cloudflare EC US18915M1071 -9,142 -118,625 -108.35 -598 -108.34 -0.0466
2023-08-28 2023-06-30 NP Cloudflare EC US18915M1071 109,483 111,409 -5,784.48 7,157 -6,164.41 0.5583
2023-05-25 2023-03-31 NP Cloudflare EC US18915M1071 -1,926 -112,540 -101.74 -119 -102.36 -0.0090
2023-02-24 2022-12-31 NP Cloudflare EC US18915M1071 110,614 114,714 -2,797.90 5,001 -2,312.39 0.3945
2022-11-28 2022-09-30 NP Cloudflare EC US18915M1071 -4,100 -114,809 -103.70 -227 -103.69 -0.0187
2022-11-28 2022-09-30 NP Cloudflare EC US18915M1071 110,709 121,326 -1,142.75 6,123 -1,419.61 0.5053
2022-08-23 2022-06-30 NP Cloudflare EC US18915M1071 -10,617 -110,602 -110.62 -464 -110.61 -0.0360
2022-08-23 2022-06-30 NP Cloudflare EC US18915M1071 99,985 101,329 -7,539.36 4,374 -2,833.75 0.3388
2022-05-27 2022-03-31 NP Cloudflare EC US18915M1071 -1,344 -62,997 -102.18 -161 -102.17 -0.0113
2022-05-27 2022-03-31 NP Cloudflare EC US18915M1071 61,653 62,045 -15,827.81 7,380 -14,568.63 0.5169
2022-02-23 2021-12-31 NP Cloudflare EC US18915M1071 -392 -56,224 -100.70 -52 -100.69 -0.0033
2022-02-23 2021-12-31 NP Cloudflare EC US18915M1071 55,832 57,324 -3,842.09 7,342 -4,469.64 0.4641
2021-11-23 2021-09-30 NP Cloudflare EC US18915M1071 -1,492 3,273 -68.69 -168 -66.67 -0.0103
2021-08-19 2021-06-30 NP Cloudflare EC US18915M1071 -4,765 -72,989 -106.98 -504 -106.98 -0.0300
2021-08-19 2021-06-30 NP Cloudflare EC US18915M1071 68,224 68,224 7,221 0.4296
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.