Cloudflare, Inc.
MX ˙ BMV ˙ US18915M1071
SecurityMX:NET / Cloudflare, Inc.
InstitutionCamden Capital, LLC
Latest Disclosed Ownership4,271 shares
Latest Disclosed Value $ 881,314
Camden Capital, LLC reports 35.33% increase in ownership of NET / Cloudflare, Inc.

On May 11, 2026 - Camden Capital, LLC filed a 13F-HR form disclosing ownership of 4,271 shares of Cloudflare, Inc. (MX:NET) valued at $881,314 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 3,156 shares of Cloudflare, Inc.. This represents a change in shares of 35.33% during the quarter.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-11 2026-03-31 13F CLOUDFLARE INC CL A COM Stock 18915M107 4,271 1,115 35.33 881 41.64 0.0578
2026-01-30 2025-12-31 13F CLOUDFLARE CL A COM 18915M107 3,156 57 1.84 622 -6.47 0.0392
2025-11-13 2025-09-30 13F CLOUDFLARE CL A COM 18915M107 3,099 -372 -10.72 665 -2.06 0.0457
2025-08-14 2025-06-30 13F CLOUDFLARE CL A COM 18915M107 3,471 578 19.98 680 108.28 0.0639
2025-05-13 2025-03-31 13F CLOUDFLARE CL A COM 18915M107 2,893 13 0.45 326 5.16 0.0342
2025-01-29 2024-12-31 13F CLOUDFLARE CL A COM 18915M107 2,880 331 12.99 310 30.25 0.0337
2024-11-12 2024-09-30 13F CLOUDFLARE CL A COM 18915M107 2,549 -390 -13.27 238 -2.06 0.0257
2024-08-06 2024-06-30 13F CLOUDFLARE CL A COM 18915M107 2,939 432 17.23 243 0.41 0.0194
2024-05-15 2024-03-31 13F CLOUDFLARE CL A COM 18915M107 2,507 7 0.28 243 16.35 0.0213
2024-02-05 2023-12-31 13F CLOUDFLARE CL A COM 18915M107 2,500 2,500 208 0.0211
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.