Cloudflare, Inc. (NYSE:NET) Q1 2026 Earnings Call Transcript
Operator: Thank you for standing by. My name is Jaylen, and I will be your conference operator today. At this time, I would like to welcome everyone to the Cloudflare, Inc.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 95,500 | $19,705,470 | 0.13% | ||
| 2. | Prescott Group Capital Management Phil Frohlich | 48,000 | $9,904,320 | 0.99% | |
| 3. | 6,098,000 | $7,174,602 | +2% | 0.3% | |
| 4. | Leucadia National Ian Cumming And Joseph Steinberg | 15,000 | $3,095,100 | -61% | 0.02% |
| 5. | 652,000 | $764,455 | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $63.73 | 3,334 | $212,470.82 | 21,622 | 2022-05-09 | Filing | |
| $62.95 | 6,146 | $386,917.13 | 18,288 | 2022-05-09 | Filing | |
| $62.00 | 5,520 | $342,219.02 | 12,142 | 2022-05-09 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $223.73 | 63 | $14,094.85 | 494,067 | 2026-05-04 | Filing | |
| $222.99 | 852 | $189,990.72 | 494,130 | 2026-05-04 | Filing | |
| $222.25 | 603 | $134,013.98 | 494,982 | 2026-05-04 | Filing | |
| $221.09 | 360 | $79,591.57 | 495,585 | 2026-05-04 | Filing | |
| $220.19 | 166 | $36,551.69 | 495,945 | 2026-05-04 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 16,039,889 | $3,309,670,697 | 0.18% | |
| 2. | 15,924,423 | $3,285,845,442 | 3.36% | |
| 3. | 13,716,196 | $2,830,199,882 | 0.07% | |
| 4. | 4,394,484 | $906,757,876 | 0.62% | |
| 5. | 3,661,749 | $755,565,289 | 2.96% |