클라우드플레어, Inc.
US ˙ NYSE ˙ US18915M1071

SecurityNET / Cloudflare, Inc.
InstitutionFirst Horizon Advisors, Inc.
Latest Disclosed Ownership591 shares
Latest Disclosed Value $ 115,734
First Horizon Advisors, Inc. reports 31.04% increase in ownership of NET / Cloudflare, Inc.

On August 6, 2025 - First Horizon Advisors, Inc. filed a 13F-HR form disclosing ownership of 591 shares of Cloudflare, Inc. (US:NET) valued at $115,736 USD as of June 30, 2025. The entity filed a previous 13F-HR on April 28, 2025 disclosing 451 shares of Cloudflare, Inc.. This represents a change in shares of 31.04% during the quarter. The current value of the position is $158,766 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)
2025-08-06 2025-06-30 13F CLOUDFLARE INC CL A COM COMMON STOCK 18915M107 591 140 31.04 116 130.00 0.0030
2025-04-28 2025-03-31 13F CLOUDFLARE INC CL A COM COMMON STOCK 18915M107 451 305 208.90 51 233.33 0.0014
2025-02-03 2024-12-31 13F CLOUDFLARE INC CL A COM COMMON STOCK 18915M107 146 -307 -67.77 16 -58.33 0.0004
2024-11-08 2024-09-30 13F CLOUDFLARE INC CL A COM COMMON STOCK 18915M107 453 -43 -8.67 37 -12.20 0.0010
2024-07-19 2024-06-30 13F CLOUDFLARE INC CL A COM COMMON STOCK 18915M107 496 35 7.59 41 -6.82 0.0012
2024-04-26 2024-03-31 13F CLOUDFLARE INC CL A COM COMMON STOCK 18915M107 461 -64 -12.19 45 2.33 0.0014
2024-02-06 2023-12-31 13F CLOUDFLARE INC CL A COM COMMON STOCK 18915M107 525 -4 -0.76 44 30.30 0.0014
2023-10-27 2023-09-30 13F CLOUDFLARE INC CL A COM COMMON STOCK 18915M107 529 -4 -0.75 33 -2.94 0.0012
2023-08-03 2023-06-30 13F CLOUDFLARE INC CL A COM COMMON STOCK 18915M107 533 -133 -19.97 35 -17.07 0.0012
2023-05-15 2023-03-31 13F CLOUDFLARE INC CL A COM COMMON STOCK 18915M107 666 -16 -2.35 41 36.67 0.0015
2023-02-10 2022-12-31 13F CLOUDFLARE INC CL A COM COMMON STOCK 18915M107 682 213 45.42 31 20.00 0.0011
2022-11-09 2022-09-30 13F CLOUDFLARE INC CL A COM COMMON STOCK 18915M107 469 12 2.63 25 31.58 0.0010
2022-08-02 2022-06-30 13F CLOUDFLARE INC CL A COM COMMON STOCK 18915M107 457 423 1,244.12 19 375.00 0.0007
2022-05-10 2022-03-31 13F CLOUDFLARE INC CL A COMMON STOCK 18915M107 34 -11 -24.44 4 -33.33 0.0002
2022-02-09 2021-12-31 13F CLOUDFLARE INC CL A COMMON STOCK 18915M107 45 38 542.86 6 500.00 0.0002
2021-11-15 2021-09-30 13F/A-1 CLOUDFLARE INC CL A COMMON STOCK 18915M107 7 7 1 0.0000
2021-11-09 2021-09-30 13F CLOUDFLARE INC CL A COMMON STOCK 18915M107 7 7 1 0.0000
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.