NET
Cloudflare, Inc.
Cloudflare is a US cloud connectivity and cybersecurity provider whose political relevance stems from internet governance, content moderation, encryption, and data-security policy debates rather than government contracting.
Govt Dependence
15/100
Regulatory Density
45/100
Lobbying Intensity
20/100
Political Signal
LOW
BusinessWhat NET does
Cloudflare operates a global edge network providing CDN, DDoS mitigation, web application firewall, zero-trust security, and developer/serverless platform services. Revenue is primarily subscription-based from enterprise and self-serve customers across security and network performance products.
12 months past · 3 months futureNET activity timeline
Congress
buy
sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened
+ added
− trimmed
closed
holds
Bills
past action (this ticker)
upcoming markup (sector)
★ carveout (this ticker)
248 trading days ·
8 congressional trades shown
·
0 insider buys
·
13 13F filings
·
2 past bill actions
·
3 upcoming markups
Executive Branch ConflictsNET held by Trump-administration officials
1 cabinet/senior official reported NET positions in OGE Form 278 disclosures across 12 filings.
Donald J. Trump
President · White House
CLOUDFLARE INC
Donald J. Trump
President · White House
CLOUDFLARE INC
Donald J. Trump
President · White House
CLOUDFLARE INC
Donald J. Trump
President · White House
CLOUDFLARE INC
Donald J. Trump
President · White House
CLOUDFLARE INC
Donald J. Trump
President · White House
Cloudflare Inc Class A
Donald J. Trump
President · White House
CLOUDFLARE INC
Donald J. Trump
President · White House
CLOUDFLARE INC
Donald J. Trump
President · White House
CLOUDFLARE INC
Donald J. Trump
President · White House
CLOUDFLARE INC
Donald J. Trump
President · White House
CLOUDFLARE INC
Donald J. Trump
President · White House
Cloudflare Inc Class A
Lifetime Government AwardsNET federal contracts by year
$4M
total awarded · 2022–2026
2
contracts on file
2022
peak year ($4M)
Top contracts by award amount
$4.2M
General Services Administration
2022-11-29
GOV TOP LEVEL DOMAIN REGISTRY AND DNS SERVICE
$1K
Department of Defense
2026-01-21
SCALABLE HOMELAND INNOVATIVE ENTERPRISE LAYERED DEFENSE (SHIELD) INITI
5 years · 2 contracts
Smart Money · 13F HoldingsHedge funds holding NET
$613.23B
Total NET held by tracked 13F funds
8
Funds with NET positions
+1
Funds opened this quarter
Two Sigma Investments
$581.85B
-88%
2 overlap
2026-03-31
Two Sigma Investments
$28.39B
+1829%
2 overlap
2026-03-31
Soros Fund Management
$2.22B
opened
2 overlap
2026-03-31
D.E. Shaw & Co.
$343M
-99%
6 overlap
2025-12-31
Citadel Advisors
$230M
holds
6 overlap
2025-12-31
D.E. Shaw & Co.
$146M
+17%
6 overlap
2025-12-31
Millennium Management
$42M
+191%
6 overlap
2025-12-31
Bridgewater Associates
$8M
+172%
6 overlap
2025-12-31
Politicians Trading NETMembers of Congress with recent NET positions
5 politicians traded NET across 22 disclosed transactions totaling $225K (last 730 days).
Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just NET). 0-30 LOW · 30-60 MID · 60+ HIGH.
Congressional TradesWho in Congress is trading NET
2026-02-04
Josh Gottheimer
Sale
$1,001 - $15,000
2026-01-30
Gilbert Ray Cisneros
Purchase
$1,001 - $15,000
2025-12-24
Gilbert Ray Cisneros
Sale
$1,001 - $15,000
2025-11-18
Gilbert Ray Cisneros
Purchase
$1,001 - $15,000
2025-10-17
Gilbert Ray Cisneros
Purchase
$1,001 - $15,000
2025-10-17
Gilbert Ray Cisneros
purchase
$1,001 - $15,000
2025-09-12
Gilbert Ray Cisneros
purchase
$1,001 - $15,000
2025-09-12
Gilbert Ray Cisneros
Purchase
$1,001 - $15,000
2025-06-20
Josh Gottheimer
purchase
$1,001 - $15,000
2025-06-20
Josh Gottheimer
Purchase
$1,001 - $15,000
2025-05-12
Jefferson Shreve
sale
$15,001 - $50,000
2025-05-12
Jefferson Shreve
Sale
$15,001 - $50,000
30+ trades on file · most recent 2026-03-16
Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock
Stock awards & option exercises
7
stock awards · $94.2M market value
1
option exercises · $113K
2026-02-06
SEIFERT THOMAS J
Chief Financial Officer
AWARD
142,116 sh
$24.6M
2026-02-06
Prince Matthew
CEO & Board Co-Chair
AWARD
96,665 sh
$16.7M
2026-02-06
Zatlyn Michelle
President and Board Co-Chair
AWARD
96,665 sh
$16.7M
2026-02-06
Prince Matthew
CEO & Board Co-Chair
AWARD
96,665 sh
$16.7M
2026-02-06
Zatlyn Michelle
President and Board Co-Chair
AWARD
96,665 sh
$16.7M
2026-02-04
Riley Janel
Chief Accounting Officer
AWARD
7,958 sh
$1.3M
2026-02-04
Riley Janel
Chief Accounting Officer
AWARD
7,958 sh
$1.3M
For NET, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.
Bills Affecting NETLive legislation impacting this stock
HR.2385 · 119th
CREATE AI Act of 2025
HR.2505 · 119th
Block the Use of Transatlantic Technology in Iranian Made Drones Act
HR.2384 · 119th
Financial Technology Protection Act of 2025
HR.1766 · 119th
NTIA Policy and Cybersecurity Coordination Act
HR.1770 · 119th
Consumer Safety Technology Act
HR.2109 · 119th
Cybersecurity for Rural Water Systems Act
HR.2628 · 119th
American Innovation Act
S.1290 · 119th
Artificial Intelligence and Critical Technology Workforce Framework Act of 2025
S.1276 · 119th
American Innovation Act
S.1273 · 119th
Combatting Money Laundering in Cyber Crime Act of 2025
Political ProfileWhere NET sits in Washington
bipartisan
Cloudflare trades primarily on growth, ARR, and margin metrics; policy events (content moderation, cybersecurity mandates) occasionally draw attention but rarely move the stock materially.
Regulatory ExposureThreats & opportunities
Regulatory threats
- content moderation/liability mandates
- encryption backdoor requirements
- data privacy compliance costs
- platform intermediary liability (Section 230 changes)
- FTC cybersecurity rulemaking
Regulatory opportunities
- federal cybersecurity spending mandates
- R&D tax credit restoration
- critical infrastructure security requirements
- zero-trust adoption mandates
LobbyingWho's hired to advocate for NET
Internet Association successorsComputer & Communications Industry AssociationInformation Technology Industry CouncilUS Chamber of Commerce
Member intelligence layer
Live signals + predictions for NET — for Founders
The free page above gives you the public record. Members see the real-time intelligence layer on top of it:
- Live 7-layer signal scores when Congress trades NET
- Bill Pass Index v2 odds for every bill on the watch list
- Iron Triangle alerts (committee × donor × trade)
- SEC Form 4 cluster detection (CEO + CFO + director buys)
- Whale-Opportunity expected-value ranking
- Custom watchlist alerts via email + Discord
Frequently AskedAbout NET & political exposure
Does Cloudflare, Inc. (NET) hold federal contracts?
Yes. Cloudflare, Inc. has 2 federal contract awards totaling $4,211,781, primarily from agencies including Department of Defense, General Services Administration. See full contract list and amounts on this page.
Which Trump cabinet officials own NET stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in NET on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
Has Congress traded NET stock?
40 congressional trades by 5 unique members of Congress, most recently on 2026-02-04. See the Congressional Trading panel for politician-by-politician breakdown.
What is NET political risk profile?
Government dependence: 15/100. Lobbying intensity: 20/100. Political signal: low. Donor party split: bipartisan.
How does GovGreed track NET political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. NET data is updated daily from these official federal sources.