Silvant Capital Management LLC Raises Holdings in Cloudflare, Inc. $NET

Posted by Stanley Muller on Jun 16th, 2026

Silvant Capital Management LLC increased its position in shares of Cloudflare, Inc. (NYSE:NET – Free Report) by 7.8% in the 4th quarter, Holdings Channel reports. The firm owned 70,044 shares of the company’s stock after purchasing an additional 5,067 shares during the period. Cloudflare accounts for approximately 0.5% of Silvant Capital Management LLC’s portfolio, making the stock its 28th largest position. Silvant Capital Management LLC’s holdings in Cloudflare were worth $13,809,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the company. IMA Advisory Services Inc. increased its position in shares of Cloudflare by 4.5% during the fourth quarter. IMA Advisory Services Inc. now owns 1,290 shares of the company’s stock worth $254,000 after purchasing an additional 55 shares in the last quarter. Brown Brothers Harriman & Co. increased its position in shares of Cloudflare by 55.4% during the third quarter. Brown Brothers Harriman & Co. now owns 157 shares of the company’s stock worth $34,000 after purchasing an additional 56 shares in the last quarter. Silver Oak Securities Incorporated increased its position in shares of Cloudflare by 5.5% during the fourth quarter. Silver Oak Securities Incorporated now owns 1,090 shares of the company’s stock worth $218,000 after purchasing an additional 57 shares in the last quarter. Certuity LLC increased its position in shares of Cloudflare by 1.8% during the fourth quarter. Certuity LLC now owns 3,156 shares of the company’s stock worth $622,000 after purchasing an additional 57 shares in the last quarter. Finally, Rothschild Investment LLC increased its position in shares of Cloudflare by 37.4% during the third quarter. Rothschild Investment LLC now owns 224 shares of the company’s stock worth $48,000 after purchasing an additional 61 shares in the last quarter. 82.68% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, CEO Matthew Prince sold 52,384 shares of the company’s stock in a transaction on Monday, April 6th. The stock was sold at an average price of $210.02, for a total value of $11,001,687.68. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Alissa Michelle Starzak sold 16,243 shares of the company’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $216.15, for a total value of $3,510,924.45. Following the completion of the transaction, the insider directly owned 118,395 shares in the company, valued at approximately $25,591,079.25. This trade represents a 12.06% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 465,059 shares of company stock valued at $98,655,975 in the last quarter. Insiders own 10.66% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently commented on NET. New Street Research reiterated a “market outperform” rating on shares of Cloudflare in a research report on Monday. Zacks Research upgraded Cloudflare from a “strong sell” rating to a “hold” rating in a research report on Friday, March 13th. Morgan Stanley reissued an “overweight” rating and set a $305.00 price objective on shares of Cloudflare in a research note on Thursday, June 4th. Cantor Fitzgerald reissued a “neutral” rating and set a $230.00 price objective (up from $224.00) on shares of Cloudflare in a research note on Wednesday, June 10th. Finally, The Goldman Sachs Group lowered Cloudflare from a “buy” rating to a “sell” rating in a research note on Wednesday, April 15th. Twenty-one equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, Cloudflare presently has an average rating of “Moderate Buy” and a consensus price target of $241.35.

Check Out Our Latest Report on Cloudflare

Cloudflare Stock Performance

NYSE NET opened at $234.88 on Tuesday. The stock’s fifty day moving average is $216.57 and its two-hundred day moving average is $202.00. The firm has a market capitalization of $83.02 billion, a P/E ratio of -939.51, a price-to-earnings-growth ratio of 481.14 and a beta of 1.70. The company has a debt-to-equity ratio of 1.29, a quick ratio of 1.96 and a current ratio of 1.96. Cloudflare, Inc. has a fifty-two week low of $158.83 and a fifty-two week high of $276.82.

Cloudflare (NYSE:NET – Get Free Report) last released its quarterly earnings data on Thursday, May 7th. The company reported $0.25 earnings per share for the quarter, topping analysts’ consensus estimates of $0.23 by $0.02. The company had revenue of $639.76 million for the quarter, compared to analyst estimates of $620.83 million. Cloudflare had a negative return on equity of 5.65% and a negative net margin of 3.72%.The firm’s revenue for the quarter was up 33.5% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.16 earnings per share. Cloudflare has set its FY 2026 guidance at 1.190-1.200 EPS and its Q2 2026 guidance at 0.270-0.270 EPS. On average, research analysts anticipate that Cloudflare, Inc. will post 0.01 earnings per share for the current year.

Cloudflare Profile

(Free Report)

Cloudflare, Inc is a global web infrastructure and security company that provides a suite of services designed to improve the performance, reliability and security of internet properties. Its core offerings include a content delivery network (CDN), distributed denial-of-service (DDoS) protection, managed DNS, and a web application firewall (WAF). Cloudflare also provides tools for bot management, SSL/TLS, load balancing and rate limiting to help organizations maintain uptime and protect web applications from attack.

In addition to traditional edge and security services, Cloudflare has expanded into edge computing and developer platforms.