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NET SCHEDULE 13G/A: SEC filing

Morgan Stanley

Filed with the SEC on · accession 0000895421-26-000319

NET filed a SCHEDULE 13G/A (schedule 13g/a) with the SEC on Nov 13, 2026. A report the company filed with the SEC (the US market regulator). The stock moved -4.0% by the first close after the filing.

Summary of the filing

Morgan Stanley filed an amended Schedule 13G indicating it has ceased to be the beneficial owner of more than 5% of Cloudflare's Class A common stock, now holding approximately 3.2% (10,432,154 shares).

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Key details

Shares beneficially owned by Morgan Stanley$10.4M
Percent of class beneficially ownedPCT 3
Filer / former 5%+ beneficial ownerMorgan Stanley
Subject company / issuerCloudflare, Inc.
Authorized signatory, morgan stanleyClaire Gordon

How NET stock reacted

Close before

$318.50

Nov 12, 2026

First close after

-3.98%

$305.81

5 trading days

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Since filing

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Frequently asked questions

What did NET file with the SEC on Nov 13, 2026?

NET filed a SCHEDULE 13G/A (SEC filing). Morgan Stanley filed an amended Schedule 13G indicating it has ceased to be the beneficial owner of more than 5% of Cloudflare's Class A common stock, now holding approximately 3.2% (10,432,154 shares).

How do I read a SCHEDULE 13G/A?

A report the company filed with the SEC (the US market regulator). Start with the summary, then the key amounts and names. Compare it with the company’s earlier filings.

Why are SEC filings important?

Public companies must tell the SEC about anything that can change their value — results, leadership changes, big deals, new shares, bankruptcy. Filings are the official source, often before the news. A SCHEDULE 13G/A (schedule 13g/a): A report the company filed with the SEC (the US market regulator).

How did NET stock react to this filing?

NET closed at $318.50 before the filing and $305.81 on Nov 13, 2026 (-3.98%).

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