NET
Cloudflare, Inc.
Cloudflare, Inc. (NET) provides cloud-based security, performance, and reliability services, with a primary political signal being direct executive branch ownership by former President Donald J. Trump ($1,001-$15,000 and <$1,001 holdings) and $4.2M in federal contracts.
Govt Dependence
5/100
Regulatory Density
65/100
Lobbying Intensity
0/100
Political Signal
NEUTRAL
BusinessWhat NET does
Cloudflare operates a global cloud platform that delivers a suite of services for website security, content delivery, DNS, and DDoS mitigation. Its revenue is primarily derived from subscription fees for its security and performance solutions, serving enterprises, small businesses, and public sector entities. The company's model is based on a global network of data centers that proxy and accelerate internet traffic.
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)
240 trading days ·
10 congressional trades shown
·
0 insider buys
·
16 13F filings
·
5 past bill actions
·
31 upcoming markups
Executive Branch ConflictsNET held by Trump-administration officials
1 cabinet/senior official reported NET positions in OGE Form 278 disclosures across 2 filings.
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
$4.99B
Total NET held by tracked 13F funds
40
Funds with NET positions
+40
Funds opened this quarter
D.E. Shaw & Co.
$380M
opened
2025-09-30
D.E. Shaw & Co.
$343M
opened
6 overlap
2025-12-31
D.E. Shaw & Co.
$311M
opened
2025-06-30
Two Sigma Investments
$267M
opened
2025-06-30
Two Sigma Investments
$265M
opened
2025-09-30
Citadel Advisors
$256M
opened
2025-09-30
Two Sigma Investments
$248M
opened
6 overlap
2025-12-31
Citadel Advisors
$237M
opened
2025-06-30
32 more 13F positions tracked · quarterly delta charts available in member dashboard
Politicians Trading NETMembers of Congress with recent NET positions
5 politicians traded NET across 26 disclosed transactions totaling $257K (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.2505 · 119th
Block the Use of Transatlantic Technology in Iranian Made Drones Act
HR.2152 · 119th
AI PLAN 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
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STRUCTURAL: Direct executive branch ownership (Trump, 2 positions) and $4.2M in federal contracts from DoD/GSA provide a structural link. EVIDENTIARY: Active congressional trading (12 transactions by 3 members, net purchases by C001123) and zero corporate insider buys in 180 days (`get_corporate_insider_signal.total_buys: 0`) provide mixed evidence. Net: Structural links are notable but modest in scale; evidentiary signals are mixed and low-volume.
Regulatory ExposureThreats & opportunities
Regulatory threats
-
Heightened scrutiny of technology sector under broad legislative agendaU.S. Congress"`Recent bill_impacts` shows 8 recent bills in the technology sector with uniform revenue impact estimates."
Regulatory opportunities
-
Expansion of federal contracts in cybersecurity and infrastructureDepartment of Defense, General Services Administration"`get_government_precedent.federal_contracts_summary[0]` shows 2 contracts totaling $4,211,781.31 from DoD and GSA."
Capitol Hill AlliesChampions & critics
Congressional champions
- Unknown Unknown
Congressional critics
- No specific congressional critics identified.
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: 5/100. Lobbying intensity: 0/100. Political signal: neutral. Donor party split: R 0% / D 0%.
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.