Technology · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Cloudflare, Inc. (NET) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores NET at 56.4/100 on a 32-signal composite quality model, placing it at rank #1,175 of 2,960 stocks — the top half of the AI-ranked universe. NET scores in the top quartile across revenue growth (88.8), earnings quality (80.4). Areas of concern include profitability (21.5) and balance sheet strength (25.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 8.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Cloudflare, Inc. reports quarterly revenue of $696.1M, net income of $-170.0M, free cash flow of $67.6M. Top institutional holders of NET by reported 13-F value include Capital World Investors, BlackRock, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. NET trades on the NYSE exchange and files with the SEC under CIK 1477333. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate NET daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Cloudflare, Inc. directly from SEC EDGAR.
AI Quality Score
56.4/100
AI Rank
#1,175
Revenue
$696.1M
Net Income
$-170.0M
Free Cash Flow
$67.6M
| Period | Form | Revenue | Net income | Operating margin |
|---|---|---|---|---|
| FY 2025 | 10-K | $2.2B | $-102.3M | -9.6% |
| FY 2024 | 10-K | $1.7B | $-78.8M | -9.3% |
| FY 2023 | 10-K | $1.3B | $-183.9M | -14.3% |
| FY 2022 | 10-K | $975.2M | $-193.4M | -20.6% |
| FY 2021 | 10-K | $656.4M | $-260.3M | -19.4% |
| FY 2020 | 10-K | $431.1M | $-119.4M | -24.8% |
| Institution | Shares | Value | Reported |
|---|---|---|---|
| Capital World Investors | 24,325,692 | $6.0B | 2026-06-30 |
| BlackRock | 21,598,907 | $5.3B | 2026-06-30 |
| VANGUARD PORTFOLIO MANAGEMENT | 16,819,726 | $4.1B | 2026-06-30 |
| MORGAN STANLEY | 15,258,327 | $3.7B | 2026-06-30 |
| BAILLIE GIFFORD | 14,598,594 | $3.6B | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT | 14,430,365 | $3.5B | 2026-06-30 |
| FMR | 12,655,471 | $3.1B | 2026-06-30 |
| Capital International Investors | 10,981,005 | $2.7B | 2026-06-30 |
| STATE STREET | 7,420,765 | $1.8B | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT | 5,963,905 | $1.5B | 2026-06-30 |
13F Pro Quality Score
Rank #1,175 of 2,960 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
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