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What smart money is saying about Cloudflare Inc.United States flag

NET · Technology · Software - Infrastructure · Market cap $68.66B

3 funds in our archive have pitched Cloudflare Inc. — most recently Vision Capital in September 2025.

Company profile

CloudFlare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company offers an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and IoT devices. Its security products comprise cloud firewall, bot management, distributed denial of service, IoT, SSL/TLS, secure origin connection, and rate limiting products. The company also offers performance solutions, which include content delivery and intelligent routing, as well as content, mobile, and image optimization solutions. In addition, it provides reliability solutions comprising load balancing, anycast network, virtual backbone, DNS, DNS resolver, online, and virtual waiting room solutions. Further, the company offers Cloudflare internal infrastructure solutions, including on-ramps, which connect users, devices, or locations to its network; and filters, which are the products that protect, inspect, and privilege data. Additionally, it provides developer-based solutions, such as serverless computing/programmable network, website development, domain registration, Cloudflare apps, analytics, and data localization management; Consumer DNS Resolver, a consumer app to browse the Internet; and Consumer VPN for consumers to secure and accelerate traffic on mobile devices. The company serves customers in the technology, healthcare, financial services, consumer and retail, and non-profit industries, as well as government. CloudFlare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.

Fund coverage · 3 theses

  • 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

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