Cloudflare

NET

Market cap $75.8B

The latest trading day saw Cloudflare (NET) settling at $217.55, representing a -2.25% change from its previous close.

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare announced it is working with the world's largest payments companies to create an authentication layer for agentic commerce.

EDINBURGH, Scotland--(BUSINESS WIRE)-- #AI--Approov, a leading provider of mobile app and API security solutions, today announced significant strategic expansion of its global network infrastructure, positioning its unique cloud-based mobile app and device attestation platform as the essential defense against rapidly evolving AI-based API threats. This expansion includes the deployment of Cloudflare's Argo Smart Routing technology across its multi-cloud network, which is supported by Amazon Web Servi.

Our largest area of underperformance was Technology, where contrary to last quarter, the underperformance was pervasive, with only 6 of our 17 period-end holdings outperforming the benchmark. Strong returns were concentrated in the AI supply chain trade, with stocks levered to the massive capex cycle outperforming stocks that stand to be "hurt" by AI eating the world. Our trailing 12-month turnover increased to 20.3% while our trailing 3-year average annual turnover increased to 15.2%.

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SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced the acceleration of its channel business with new solution bundles across its platform for partners. The newly launched bundles enable Cloudflare's PowerUP Partner Program partners to help businesses better secure and manage their applications through a single platform with tailored bundles—eliminating the complexity from multiple solutions. Today, organizations are using more a.

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced that its connectivity cloud platform will be available natively on Oracle Cloud Infrastructure (OCI) for customers worldwide. This will enable joint customers to leverage Cloudflare's security, performance, and resiliency directly from OCI across hybrid, multicloud, and OCI hosted applications. Recently, a Forrester Research report1 found that 73% of enterprise networking infras.

Dassault: Despite solid fundamentals, cyclical downturns have led the share price to decline nearly 40% from its peak, providing the opportunity to purchase shares. Hexagon is poised to see an inflection in return on capital employed (ROCE), cash flow, and share price over the long term. We were happy to purchase Targa shares at a discount to peers based on normalized earnings power and our estimate of intrinsic value.

Significant research activity at the firm led to six new positions being added to the Fund while three were exited. While the quarter's performance was disappointing, we took advantage of market opportunities to increase positions in stocks where share prices diverged from our view of intrinsic value. Alten is one of a handful of companies in this space that is considered a global tier-1 service provider, which helps them tightly embed with customers in very sticky relationships.

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced that it will report its financial results for the third quarter ended September 30, 2025 after the U.S. market closes on Thursday, October 30, 2025. Cloudflare will host an investor conference call that day at 2:00 p.m. Pacific time (5:00 p.m. Eastern time) to discuss the results. Interested parties can access the call by dialing +1 (646) 968-2727 or toll-free at +1 (888) 596-42.