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What smart money is saying about CloudflareUnited States flag

NET · Technology · Software - Infrastructure · Market cap $68.54B

4 funds in our archive have pitched Cloudflare — most recently Baillie Gifford Global Alpha in June 2026.

Company profile

Cloudflare, Inc. functions as a global provider of cloud-based services. The company delivers a comprehensive, integrated cloud security platform designed to safeguard a diverse array of digital environments, encompassing public and private clouds, on-premises infrastructure, Software-as-a-Service (SaaS) applications, and Internet of Things (IoT) devices. Its security portfolio features tools such as cloud firewalls, bot mitigation, distributed denial-of-service (DDoS) protection, IoT security, SSL/TLS encryption, secure origin connections, and rate limiting capabilities. Beyond security, Cloudflare also boosts online performance through services like content delivery networks (CDNs), intelligent routing, and various content, mobile, and image optimization tools. For enhanced reliability and availability, it provides solutions such as load balancing, its proprietary Anycast network, a virtual backbone, DNS services, DNS resolvers, and virtual waiting rooms. Furthermore, the company offers internal infrastructure tools, including "on-ramps" that facilitate seamless connections for users, devices, or locations to its expansive network, alongside "filters" engineered for data protection, inspection, and access management. Developer-centric solutions encompass serverless computing, programmable networks, website creation, domain registration, a suite of Cloudflare applications, advanced analytics, and data localization management. For individual consumers, Cloudflare provides a DNS Resolver application to improve internet browsing and a Consumer VPN to secure and speed up mobile device traffic. Its clientele spans a broad spectrum of industries, including technology, healthcare, financial services, consumer and retail, non-profit organizations, and government agencies. Established in 2009, Cloudflare, Inc. is headquartered in San Francisco, California.

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Summarize with Warren AI
2
Reported positions
2
Bought
0
Sold
6
Letters

Position history

Between Q1 2025 and Q2 2026, 2 fund letters reported a position in Cloudflare2 opened or added to the position.

Fund letters reporting a position in Cloudflare, by quarter
QuarterLettersBoughtSoldTheses
Q2 20262201
Q3 20250001
Q2 20250001
Q1 20250001

Fund activity · 2 positions · 2 moves

  • AddedVision Capital Fund
    June 2026
    We deployed some of that new capital to 10 of our existing positions (in alphabetical order): Cloudflare (NET), MercadoLibre (MELI), Meta (META), Nu (NU), Palantir (PLTR), Pro Medicus (PME), Sea Limited (SE), ServiceNow (NOW), Shopify (SHOP), and Zscaler (ZS).
    Read the letterCloudflare
  • New positionClearBridge Investments Growth Strategy
    June 2026
    Within IT, we used proceeds from the exits of Palantir Technologies and DocuSign to initiate a position in Cloudflare.
    Read the letterCloudflare

Fund coverage · 4 theses

  • Baillie Gifford Global Alpha
    June 2026

    Cloudflare is cited as an example of a network at the cloud edge benefiting from constraints that are driving AI infrastructure innovation.

    Read the full thesis
  • Vision Capital
    September 2025

    Cloudflare Inc (NYSE: NET) is a leading connectivity cloud provider that offers a comprehensive suite of networking and security SaaS products, leveraging a global infrastructure to enhance performance, security, and reliability for over 265,000 paying customers.

    Read the full thesis
  • Brown Advisory US Mid Cap Growth Fund
    June 2025

    Cloudflare is leveraging its leading CDN to expand into cybersecurity and scale its serverless edge computing platform, 'Workers,' with significant growth potential in emerging sectors like AI.

    Read the full thesis
  • Liontrust GF Global Technology Fund
    March 2025

    Cloudflare is a rapidly growing global cloud platform with a vast network that enhances web security and performance, showing consistent revenue growth and strong enterprise demand for its services.

    Read the full thesis

Read every full thesis on Cloudflare

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