Cloudflare, Inc. NET Chief Executive

What Matthew Prince says in public, and what their own SEC filings show they own.

Matthew Prince

Matthew Prince

Co-Founder, Co-Chairman & CEO · Cloudflare, Inc.

Co-founded Cloudflare in 2009 out of Project Honey Pot; has pushed the company from CDN and DDoS protection into developer compute and AI inference at the edge.

@eastdakota
What they own

Ownership

Skin in the game
37/ 70
Level 3Stakeholder

Prince owns 7.7% of Cloudflare, Inc., worth $9.15B at the last close.

SEC filings
136
Stake 7.7% of the class on the latest 13G/A 26/35
Founder Not assessed — whether they founded the company has not been researched Not assessed
Tenure No start date on record, so tenure scores nothing 0/10
Track record Not assessed — their prior companies have not been researched Not assessed
Direction Exercise-and-sell — 157,149 shares ($46.0M) sold, all covered by option exercises; the underlying stake is flat 4/15
Discipline 2 late Form 4s in 136 filings 7/10

Nobody has researched this person's career yet, so founder and track record are left out of the score and of the total above.

Score = stake band (35) + founder (15) + tenure (10) + track record (15) + 12-month direction (−10…15) + filing discipline (10). An axis we have not researched is left out of the score and of the total it is shown over. Every input links to a filing or to our own research; the bands are ours.

Beneficial stake · 13G/A 26.3M 7.7% of the class · $9.15B at the Oct 1 close of $347.28
Reported · Forms 3, 4, 5 3.6M Every lot on the person's own filings, as of Aug 15, 2026
Last open-market trade Sale · $15.5M Aug 5, 2026 · 52,383 shares at $296.10 avg · under a 10b5-1 plan
Paper trail 2 late filings Form 4 covering a 2020-05-29 gift in Cloudflare, Inc. was filed 2020-08-24, 60 business days later; Section 16 allows two.
Reported Cloudflare, Inc. shares Forms 3, 4 and 5 · as of 2026-08-15
010M20M30M 2020202120222023202420252026 Aug 2026: net −120,830 shares across 10 movements (largest: sale −52,383) 3.6M

Dots mark the months the activity below moved the line. Hover one for that month's net move, how many movements it folds and the largest.

How the stake is held
SecurityHeld viaShares
Class B Common StockSee footnote2,750,039
Class B Common StockSe footnote552,665
Class A Common StockDirect315,300
Class A Common StockSee footnote25,570
Reported as of 2026-08-153,643,574
Why the two headline numbers differ

The 13G/A cover page counts 26.3M shares — 22.7M more than the Forms 4 report, usually options exercisable within 60 days or shares held through a vehicle the person controls but does not file for. Never add them together.

Held directly
9%
Vehicles
2 trusts or entities
Share classes
2
Last filing
Aug 18, 2026
Activity · last 12 months 10 events folded from 484 filing lines · Every filing on EDGAR ↗
DateTypeWhat happenedSharesPriceValueNote
Aug 15, 2026 Tax Shares withheld for tax · Class A Common Stock −19,937 $315.78 $6.3M
Aug 5, 2026 Sale Open-market sale across 24 lots, $291.57–$302.86 · Class A Common Stock −52,383 $296.10 avg $15.5M Through See footnote · under a 10b5-1 plan
Aug 5, 2026 Convert Conversion of a derivative across 2 lots · Class A Common Stock +52,383 — — Through See footnote
Aug 5, 2026 Convert Conversion of a derivative across 2 lots · Class B Common Stock −52,383 — — Through See footnote
Aug 4, 2026 Sale Open-market sale across 44 lots, $279.82–$303.60 · Class A Common Stock −52,383 $297.84 avg $15.6M Through See footnote · under a 10b5-1 plan
Aug 4, 2026 Convert Conversion of a derivative across 2 lots · Class A Common Stock +52,383 — — Through See footnote
Aug 4, 2026 Convert Conversion of a derivative across 2 lots · Class B Common Stock −52,383 — — Through See footnote
Aug 3, 2026 Convert Conversion of a derivative across 2 lots · Class A Common Stock +52,383 — — Through See footnote
Aug 3, 2026 Sale Open-market sale across 19 lots, $277.02–$286.23 · Class A Common Stock −52,383 $283.42 avg $14.8M Through See footnote · under a 10b5-1 plan
Aug 3, 2026 Convert Conversion of a derivative across 2 lots · Class B Common Stock −52,383 — — Through See footnote
Every issuer Matthew Prince files as an insider of
CompanyRoleReportedBeneficial% of class
NET Cloudflare, Inc. This page CEO & Board Co-Chair 3,643,574
2026-08-15		 26M 7.7%
NET: 22,694,933 shares on the Section 16 filings are additional to the SCHEDULE 13G/A figure — read the cover page for why.

Reported is every lot on the person's own Forms 3, 4 and 5 — direct and through trusts. Beneficial is the figure stated on the latest Schedule 13D/G cover page, which can exclude shares the person disclaims and include options exercisable within 60 days, so the two are never added together.

Paper trail

136 filings under CIK 0001786925 · captured 2026-09-05 · All filings on EDGAR ↗

On the record with shareholders

Earnings calls

  1. Q2 2026 Aug 6, 2026 Prince argued that the Internet crossed a threshold in the quarter that no press release records: for the first time more than half the traffic on Cloudflare's network was not human, and on his own trend arithmetic non-human traffic reaches a thousand times human traffic within five years. Everything else followed from that — the developer surge he made his team triple-check, the payments plumbing Cloudflare is building because it needs to clear three orders of magnitude more transactions per second than Visa, and his flat refusal to rent GPUs to AI companies, which he called letting someone use your balance sheet to buy servers that are the same as everybody else's. He read the quarter as proof the formula works, and pointedly said he still misses the days when growth was faster. Read the call · 10 quotes →
In their own words

Podcasts, interviews & articles

5 recorded appearances

2026

2025

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