Cloudflare
About: Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, leverages this network by providing clients the ability to deploy, and execute code without maintaining servers.
Employees: 4,400
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
159% more first-time investments, than exits
New positions opened: 189 | Existing positions closed: 73
45% more repeat investments, than reductions
Existing positions increased: 334 | Existing positions reduced: 231
38% more call options, than puts
Call options by funds: $898M | Put options by funds: $652M
13% more funds holding
Funds holding: 757 [Q4 2024] → 854 (+97) [Q1 2025]
4% more capital invested
Capital invested by funds: $28.4B [Q4 2024] → $29.5B (+$1.07B) [Q1 2025]
1.39% less ownership
Funds ownership: 86.18% [Q4 2024] → 84.8% (-1.39%) [Q1 2025]
32% less funds holding in top 10
Funds holding in top 10: 19 [Q4 2024] → 13 (-6) [Q1 2025]
Research analyst outlook
15 Wall Street Analysts provided 1 year price targets over the past 3 months
15 analyst ratings
JMP Securities Mitch Germain | 13%upside $225 | Market Outperform Maintained | 28 Jul 2025 |
Baird Shrenik Kothari | 12%downside $175 | Neutral Maintained | 25 Jul 2025 |
UBS Roger Boyd | 0%upside $200 | Neutral Maintained | 24 Jul 2025 |
DZ Bank Axel Herlinghaus | 15%downside $170 | Sell Downgraded | 22 Jul 2025 |
Wells Fargo Andrew Nowinski | 13%upside $225 | Overweight Maintained | 21 Jul 2025 |
Financial journalist opinion
Based on 30 articles about NET published over the past 30 days









