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Funds
3
Score
1.68
vs SPY
+42.5%
Stock return (since Q-end)
+46.6%
SPY return (since Q-end)
+4.0%
Current price
$359.49
Days to cover (short int.)
2.4d↑+13.4%
as of 2026-09-15
News Summary
PositiveCloudflare delivered a strong Q2 2026 earnings beat (+35.9% YoY revenue growth to $696.1M) with significantly raised FY2026 guidance (EPS $1.25-1.26 vs. $0.96 consensus), driven by AI-related service demand and large customer expansion. However, the stock has become significantly overvalued with a 242.67x P/E and 37.79x EV/Sales multiple, triggering a contrarian Sell downgrade amid insider selling and overbought technicals despite broad analyst bullishness.
Red flags
- •Extreme valuation metrics (P/E 242.67x, EV/Sales 37.79x) far exceeding sector medians, creating downside risk
- •Negative net margin of -8.21% and negative ROE of -3.88% despite revenue growth
- •Insider selling activity noted alongside analyst downgrade citing overbought conditions
- •Sharp 21% selloff following Q1 2026 earnings on softer guidance suggests volatility and execution risk
- •Valuation-driven downgrade to Sell by contrarian analyst despite bullish consensus, indicating elevated multiple compression risk
Funds Reducing / Exiting (3)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | % of Fund | QoQ | Status |
|---|---|---|---|---|---|---|---|
| Soros Fund Management | Soros Family Office | 4K | -6,315 | $1M | <0.1% | -59% | Existing |
| Duquesne Family Office | Stanley Druckenmiller | 0 | −53K | — | 0.4% | -100% | EXITED |
| Point72 | Steve Cohen | 0 | −429K | — | 0.2% | -100% | EXITED |
Shares Held reflects quarter-end positions for partial reductions. Funds that fully exited show 0 shares held. ∆ Shares is the change from the prior quarter. % of Fund is the prior-quarter position size — how much of the book was sold down.
Signal History
| Quarter | Direction | Funds | Score | vs SPY |
|---|---|---|---|---|
| Q2 2026 | SHORT | 3 | 1.68 | +42.5% |
| Q1 2026 | LONG | 3 | 2.53 | +33.4% |
Same issuer appearing in consecutive quarters — persistent institutional conviction. Returns are frozen at each archived quarter's last refresh.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| Ledbetter Carl | — | SELL | 5K | $353.15 | $1.77M | 2026-09-22 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 3K | $333.62 | $0.88M | 2026-09-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 1K | $331.59 | $0.40M | 2026-09-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 700 | $330.23 | $0.23M | 2026-09-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 700 | $329.37 | $0.23M | 2026-09-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 300 | $328.04 | $0.10M | 2026-09-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 100 | $326.56 | $0.03M | 2026-09-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 100 | $320.89 | $0.03M | 2026-09-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 2K | $334.59 | $0.63M | 2026-09-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 600 | $335.32 | $0.20M | 2026-09-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 100 | $336.51 | $0.03M | 2026-09-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 100 | $318.90 | $0.03M | 2026-09-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 2K | $332.50 | $0.53M | 2026-09-17 | ↗ |
| Ledbetter Carl | — | SELL | 440 | $310.54 | $0.14M | 2026-09-14 | ↗ |
| Ledbetter Carl | — | SELL | 2K | $312.86 | $0.75M | 2026-09-14 | ↗ |
| Ledbetter Carl | — | SELL | 1K | $313.71 | $0.38M | 2026-09-14 | ↗ |
| Ledbetter Carl | — | SELL | 960 | $309.51 | $0.30M | 2026-09-14 | ↗ |
| Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | SELL | 15K | $278.48 | $4.17M | 2026-09-08 | ↗ |
| Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | SELL | 5K | $277.53 | $1.34M | 2026-09-08 | ↗ |
| Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | SELL | 2K | $273.09 | $0.66M | 2026-09-08 | ↗ |
| Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | SELL | 1K | $276.58 | $0.38M | 2026-09-08 | ↗ |
| Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | SELL | 2K | $272.41 | $0.47M | 2026-09-08 | ↗ |
| Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | SELL | 2K | $274.39 | $0.60M | 2026-09-08 | ↗ |
| Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | SELL | 5K | $279.41 | $1.53M | 2026-09-08 | ↗ |
| Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | SELL | 18K | $281.93 | $4.96M | 2026-09-04 | ↗ |
| Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | SELL | 3K | $279.73 | $0.77M | 2026-09-04 | ↗ |
| Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | SELL | 8K | $281.02 | $2.20M | 2026-09-04 | ↗ |
| Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | SELL | 5K | $282.87 | $1.36M | 2026-09-04 | ↗ |
| Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | SELL | 6K | $281.07 | $1.74M | 2026-09-03 | ↗ |
| Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | SELL | 5K | $279.77 | $1.33M | 2026-09-03 | ↗ |
| Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | SELL | 5K | $278.92 | $1.51M | 2026-09-03 | ↗ |
| Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | SELL | 7K | $277.79 | $2.02M | 2026-09-03 | ↗ |
| Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | SELL | 7K | $276.79 | $1.99M | 2026-09-03 | ↗ |
| Zatlyn Michelle | PRESIDENT & BOARD CO-CHAIR | SELL | 2K | $281.73 | $0.62M | 2026-09-03 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 4K | $276.67 | $1.17M | 2026-08-21 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 2K | $274.47 | $0.61M | 2026-08-21 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 9K | $275.66 | $2.48M | 2026-08-21 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 90 | $281.31 | $0.03M | 2026-08-21 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 956 | $280.42 | $0.27M | 2026-08-21 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 5K | $279.72 | $1.47M | 2026-08-21 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 6K | $278.78 | $1.57M | 2026-08-21 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 6K | $277.95 | $1.57M | 2026-08-21 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 3K | $288.01 | $0.73M | 2026-08-20 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 759 | $291.80 | $0.22M | 2026-08-20 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 7K | $283.21 | $1.98M | 2026-08-20 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 9K | $284.05 | $2.46M | 2026-08-20 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 8K | $285.16 | $2.41M | 2026-08-20 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 3K | $286.10 | $0.89M | 2026-08-20 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 2K | $287.00 | $0.67M | 2026-08-20 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 136 | $289.30 | $0.04M | 2026-08-20 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 824 | $297.99 | $0.25M | 2026-08-19 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 4K | $290.86 | $1.25M | 2026-08-19 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 4K | $291.77 | $1.16M | 2026-08-19 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 2K | $292.87 | $0.45M | 2026-08-19 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 1K | $293.42 | $0.42M | 2026-08-19 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 11K | $295.31 | $3.13M | 2026-08-19 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 8K | $296.31 | $2.24M | 2026-08-19 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 2K | $297.10 | $0.46M | 2026-08-19 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 1K | $298.98 | $0.36M | 2026-08-19 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 3 | $300.83 | $0.00M | 2026-08-19 | ↗ |
| Riley Janel | Chief Accounting Officer | SELL | 267 | $302.62 | $0.08M | 2026-08-18 | ↗ |
| Riley Janel | Chief Accounting Officer | SELL | 898 | $303.81 | $0.27M | 2026-08-18 | ↗ |
| Riley Janel | Chief Accounting Officer | SELL | 1K | $304.77 | $0.37M | 2026-08-18 | ↗ |
| Riley Janel | Chief Accounting Officer | SELL | 600 | $306.58 | $0.18M | 2026-08-18 | ↗ |
| Riley Janel | Chief Accounting Officer | SELL | 500 | $308.92 | $0.15M | 2026-08-18 | ↗ |
| Starzak Alissa Michelle | Chief Legal Officer | SELL | 3K | $304.68 | $0.77M | 2026-08-18 | ↗ |
| Starzak Alissa Michelle | Chief Legal Officer | SELL | 399 | $314.49 | $0.13M | 2026-08-17 | ↗ |
| Riley Janel | Chief Accounting Officer | SELL | 395 | $307.38 | $0.12M | 2026-08-17 | ↗ |
| Riley Janel | Chief Accounting Officer | SELL | 332 | $308.46 | $0.10M | 2026-08-17 | ↗ |
| Riley Janel | Chief Accounting Officer | SELL | 140 | $309.64 | $0.04M | 2026-08-17 | ↗ |
| Riley Janel | Chief Accounting Officer | SELL | 180 | $310.82 | $0.06M | 2026-08-17 | ↗ |
| Starzak Alissa Michelle | Chief Legal Officer | SELL | 965 | $307.55 | $0.30M | 2026-08-17 | ↗ |
| Riley Janel | Chief Accounting Officer | SELL | 160 | $313.41 | $0.05M | 2026-08-17 | ↗ |
| Riley Janel | Chief Accounting Officer | SELL | 270 | $314.42 | $0.08M | 2026-08-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 900 | $305.25 | $0.27M | 2026-08-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 3K | $306.24 | $0.90M | 2026-08-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 2K | $307.29 | $0.75M | 2026-08-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 3K | $308.23 | $0.96M | 2026-08-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 300 | $309.07 | $0.09M | 2026-08-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 200 | $312.32 | $0.06M | 2026-08-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 100 | $314.61 | $0.03M | 2026-08-17 | ↗ |
| Riley Janel | Chief Accounting Officer | SELL | 190 | $311.64 | $0.06M | 2026-08-17 | ↗ |
| Starzak Alissa Michelle | Chief Legal Officer | SELL | 585 | $308.66 | $0.18M | 2026-08-17 | ↗ |
| Starzak Alissa Michelle | Chief Legal Officer | SELL | 350 | $309.51 | $0.11M | 2026-08-17 | ↗ |
| Starzak Alissa Michelle | Chief Legal Officer | SELL | 274 | $310.62 | $0.09M | 2026-08-17 | ↗ |
| Starzak Alissa Michelle | Chief Legal Officer | SELL | 460 | $311.72 | $0.14M | 2026-08-17 | ↗ |
| Starzak Alissa Michelle | Chief Legal Officer | SELL | 300 | $313.60 | $0.09M | 2026-08-17 | ↗ |
| Graham-Cumming John | — | SELL | 64 | $292.76 | $0.02M | 2026-08-10 | ↗ |
| Graham-Cumming John | — | SELL | 78 | $294.98 | $0.02M | 2026-08-10 | ↗ |
| Graham-Cumming John | — | SELL | 36 | $295.64 | $0.01M | 2026-08-10 | ↗ |
| Graham-Cumming John | — | SELL | 68 | $297.70 | $0.02M | 2026-08-10 | ↗ |
| Graham-Cumming John | — | SELL | 81 | $298.64 | $0.02M | 2026-08-10 | ↗ |
| Graham-Cumming John | — | SELL | 96 | $299.80 | $0.03M | 2026-08-10 | ↗ |
| Graham-Cumming John | — | SELL | 97 | $300.97 | $0.03M | 2026-08-10 | ↗ |
| Graham-Cumming John | — | SELL | 309 | $302.05 | $0.09M | 2026-08-10 | ↗ |
| Graham-Cumming John | — | SELL | 404 | $303.12 | $0.12M | 2026-08-10 | ↗ |
| Graham-Cumming John | — | SELL | 199 | $303.96 | $0.06M | 2026-08-10 | ↗ |
| Graham-Cumming John | — | SELL | 365 | $305.14 | $0.11M | 2026-08-10 | ↗ |
| Graham-Cumming John | — | SELL | 108 | $306.16 | $0.03M | 2026-08-10 | ↗ |
| Graham-Cumming John | — | SELL | 85 | $307.59 | $0.03M | 2026-08-10 | ↗ |
| Graham-Cumming John | — | SELL | 186 | $309.02 | $0.06M | 2026-08-10 | ↗ |
| Graham-Cumming John | — | SELL | 173 | $309.83 | $0.05M | 2026-08-10 | ↗ |
| Graham-Cumming John | — | SELL | 146 | $311.34 | $0.05M | 2026-08-10 | ↗ |
| Graham-Cumming John | — | SELL | 25 | $311.90 | $0.01M | 2026-08-10 | ↗ |
| Ledbetter Carl | — | SELL | 636 | $282.60 | $0.18M | 2026-08-06 | ↗ |
| Ledbetter Carl | — | SELL | 1K | $283.80 | $0.28M | 2026-08-06 | ↗ |
| Ledbetter Carl | — | SELL | 300 | $280.13 | $0.08M | 2026-08-06 | ↗ |
| Ledbetter Carl | — | SELL | 3K | $281.44 | $0.86M | 2026-08-06 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 782 | $298.87 | $0.23M | 2026-08-05 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 2K | $291.57 | $0.69M | 2026-08-05 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 720 | $292.74 | $0.21M | 2026-08-05 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 1K | $293.64 | $0.30M | 2026-08-05 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 8K | $295.05 | $2.24M | 2026-08-05 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 10K | $295.76 | $2.96M | 2026-08-05 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 5K | $296.83 | $1.42M | 2026-08-05 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 3K | $297.81 | $0.85M | 2026-08-05 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 1K | $298.87 | $0.44M | 2026-08-05 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 1K | $299.94 | $0.35M | 2026-08-05 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 432 | $301.14 | $0.13M | 2026-08-05 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 645 | $302.20 | $0.19M | 2026-08-05 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 586 | $302.86 | $0.18M | 2026-08-05 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 1K | $291.64 | $0.34M | 2026-08-05 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 422 | $292.74 | $0.12M | 2026-08-05 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 575 | $293.65 | $0.17M | 2026-08-05 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 4K | $295.05 | $1.28M | 2026-08-05 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 6K | $295.75 | $1.66M | 2026-08-05 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 3K | $296.83 | $0.84M | 2026-08-05 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 2K | $297.81 | $0.46M | 2026-08-05 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 623 | $299.94 | $0.19M | 2026-08-05 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 232 | $301.15 | $0.07M | 2026-08-05 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 338 | $302.20 | $0.10M | 2026-08-05 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 307 | $302.86 | $0.09M | 2026-08-05 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 846 | $298.65 | $0.25M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 2K | $299.80 | $0.55M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 644 | $300.52 | $0.19M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 5K | $302.09 | $1.57M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 6K | $302.97 | $1.83M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 382 | $303.60 | $0.12M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 7K | $297.49 | $2.08M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 4K | $296.73 | $1.05M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 3K | $295.77 | $0.82M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 404 | $294.31 | $0.12M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 272 | $293.05 | $0.08M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 182 | $292.31 | $0.05M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 643 | $290.99 | $0.19M | 2026-08-04 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 54K | $300.28 | $16.17M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 1K | $289.87 | $0.41M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 869 | $289.18 | $0.25M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 304 | $287.99 | $0.09M | 2026-08-04 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 1K | $301.00 | $0.34M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 34 | $280.11 | $0.01M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 18 | $281.16 | $0.01M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 82 | $283.08 | $0.02M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 257 | $284.37 | $0.07M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 52 | $285.14 | $0.01M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 195 | $286.60 | $0.06M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 176 | $287.99 | $0.05M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 512 | $289.18 | $0.15M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 819 | $289.87 | $0.24M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 375 | $290.99 | $0.11M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 111 | $292.30 | $0.03M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 164 | $293.05 | $0.05M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 239 | $294.31 | $0.07M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 2K | $295.77 | $0.47M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 2K | $296.73 | $0.61M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 4K | $297.50 | $1.20M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 445 | $298.65 | $0.13M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 970 | $299.81 | $0.29M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 342 | $300.52 | $0.10M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 3K | $302.09 | $0.85M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 3K | $302.97 | $0.99M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 203 | $303.60 | $0.06M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 335 | $279.82 | $0.09M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 31 | $281.16 | $0.01M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 137 | $283.08 | $0.04M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 425 | $284.37 | $0.12M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 84 | $285.14 | $0.02M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 337 | $286.59 | $0.10M | 2026-08-04 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 267 | $277.40 | $0.07M | 2026-08-03 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 505 | $278.65 | $0.14M | 2026-08-03 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 461 | $280.03 | $0.13M | 2026-08-03 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 632 | $280.95 | $0.18M | 2026-08-03 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 3K | $281.95 | $0.72M | 2026-08-03 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 3K | $282.95 | $0.72M | 2026-08-03 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 6K | $283.99 | $1.78M | 2026-08-03 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 5K | $284.81 | $1.36M | 2026-08-03 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 772 | $285.76 | $0.22M | 2026-08-03 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 488 | $277.02 | $0.14M | 2026-08-03 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 586 | $278.20 | $0.16M | 2026-08-03 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 565 | $279.03 | $0.16M | 2026-08-03 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 1K | $280.32 | $0.32M | 2026-08-03 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 2K | $281.58 | $0.69M | 2026-08-03 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 4K | $282.32 | $1.23M | 2026-08-03 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 7K | $283.45 | $1.91M | 2026-08-03 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 13K | $284.42 | $3.80M | 2026-08-03 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 4K | $285.30 | $1.05M | 2026-08-03 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 299 | $286.23 | $0.09M | 2026-08-03 | ↗ |
| Hawkins Mark J | — | SELL | 133 | $277.74 | $0.04M | 2026-08-03 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 200 | $266.19 | $0.05M | 2026-07-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 100 | $267.76 | $0.03M | 2026-07-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 300 | $270.50 | $0.08M | 2026-07-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 500 | $274.60 | $0.14M | 2026-07-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 2K | $275.79 | $0.43M | 2026-07-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 2K | $276.63 | $0.48M | 2026-07-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 3K | $277.68 | $0.92M | 2026-07-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 1K | $278.76 | $0.33M | 2026-07-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 800 | $279.91 | $0.22M | 2026-07-17 | ↗ |
| SEIFERT THOMAS J | Chief Financial Officer | SELL | 300 | $281.29 | $0.08M | 2026-07-17 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 8K | $286.66 | $2.42M | 2026-07-15 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 3K | $283.69 | $0.92M | 2026-07-15 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 5K | $284.68 | $1.49M | 2026-07-15 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 7K | $285.81 | $2.06M | 2026-07-15 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 1K | $287.56 | $0.34M | 2026-07-15 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 7K | $289.07 | $2.00M | 2026-07-15 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 756 | $289.88 | $0.22M | 2026-07-15 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 196 | $269.99 | $0.05M | 2026-07-14 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 1K | $272.75 | $0.35M | 2026-07-14 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 2K | $273.95 | $0.54M | 2026-07-14 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 2K | $275.02 | $0.60M | 2026-07-14 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 2K | $275.91 | $0.47M | 2026-07-14 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 3K | $276.93 | $0.74M | 2026-07-14 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 1K | $268.66 | $0.34M | 2026-07-14 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 1K | $278.07 | $0.36M | 2026-07-14 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 2K | $279.26 | $0.45M | 2026-07-14 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 5K | $280.13 | $1.43M | 2026-07-14 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 10K | $281.40 | $2.71M | 2026-07-14 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 3K | $282.13 | $0.81M | 2026-07-14 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 1K | $267.17 | $0.33M | 2026-07-14 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 517 | $268.68 | $0.14M | 2026-07-13 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 5K | $267.97 | $1.33M | 2026-07-13 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 8K | $264.03 | $2.09M | 2026-07-13 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 7K | $266.88 | $1.88M | 2026-07-13 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 6K | $265.88 | $1.64M | 2026-07-13 | ↗ |
| Zatlyn Michelle | President and Board Co-Chair | SELL | 6K | $264.79 | $1.71M | 2026-07-13 | ↗ |
| Ledbetter Carl | — | SELL | 5K | $268.11 | $1.34M | 2026-07-07 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 8K | $248.32 | $1.91M | 2026-07-06 | ↗ |
| Graham-Cumming John | — | SELL | 138 | $245.60 | $0.03M | 2026-07-06 | ↗ |
| Graham-Cumming John | — | SELL | 940 | $246.28 | $0.23M | 2026-07-06 | ↗ |
| Graham-Cumming John | — | SELL | 686 | $247.44 | $0.17M | 2026-07-06 | ↗ |
| Graham-Cumming John | — | SELL | 562 | $248.44 | $0.14M | 2026-07-06 | ↗ |
| Graham-Cumming John | — | SELL | 182 | $249.38 | $0.05M | 2026-07-06 | ↗ |
| Graham-Cumming John | — | SELL | 12 | $250.15 | $0.00M | 2026-07-06 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 106 | $244.87 | $0.03M | 2026-07-06 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 4K | $245.93 | $1.03M | 2026-07-06 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 5K | $246.63 | $1.16M | 2026-07-06 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 5K | $247.65 | $1.28M | 2026-07-06 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 4K | $248.62 | $0.90M | 2026-07-06 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 965 | $249.52 | $0.24M | 2026-07-06 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 19 | $250.39 | $0.00M | 2026-07-06 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 288 | $243.82 | $0.07M | 2026-07-06 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 2K | $245.61 | $0.46M | 2026-07-06 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 11K | $246.24 | $2.80M | 2026-07-06 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 9K | $247.38 | $2.18M | 2026-07-06 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 3K | $249.20 | $0.82M | 2026-07-06 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 320 | $249.99 | $0.08M | 2026-07-06 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 934 | $245.96 | $0.23M | 2026-07-02 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 1K | $244.94 | $0.36M | 2026-07-02 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 3K | $239.84 | $0.83M | 2026-07-02 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 3K | $240.80 | $0.78M | 2026-07-02 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 6K | $241.86 | $1.38M | 2026-07-02 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 5K | $239.64 | $1.13M | 2026-07-02 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 2K | $242.55 | $0.55M | 2026-07-02 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 380 | $243.87 | $0.09M | 2026-07-02 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 6K | $240.48 | $1.38M | 2026-07-02 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 9K | $241.61 | $2.11M | 2026-07-02 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 6K | $242.38 | $1.57M | 2026-07-02 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 762 | $243.46 | $0.19M | 2026-07-02 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 2K | $244.64 | $0.43M | 2026-07-02 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 3K | $245.49 | $0.62M | 2026-07-02 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 2K | $246.71 | $0.59M | 2026-07-02 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 564 | $247.33 | $0.14M | 2026-07-02 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 77 | $247.45 | $0.02M | 2026-07-02 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 1K | $246.89 | $0.31M | 2026-07-02 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 542 | $244.89 | $0.13M | 2026-07-01 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 338 | $251.85 | $0.09M | 2026-07-01 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 2K | $246.06 | $0.43M | 2026-07-01 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 4K | $246.99 | $0.99M | 2026-07-01 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 4K | $247.96 | $1.00M | 2026-07-01 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 11K | $249.99 | $2.70M | 2026-07-01 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 5K | $250.96 | $1.28M | 2026-07-01 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 7K | $249.14 | $1.76M | 2026-07-01 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 428 | $245.46 | $0.11M | 2026-07-01 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 2K | $246.52 | $0.47M | 2026-07-01 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 2K | $247.51 | $0.59M | 2026-07-01 | ↗ |
| Hawkins Mark J | — | SELL | 133 | $249.00 | $0.03M | 2026-07-01 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 2K | $248.54 | $0.54M | 2026-07-01 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 6K | $249.51 | $1.54M | 2026-07-01 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 4K | $250.41 | $1.08M | 2026-07-01 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 1K | $251.28 | $0.34M | 2026-07-01 | ↗ |
| Prince Matthew | CEO & Board Co-Chair | SELL | 39 | $252.14 | $0.01M | 2026-07-01 | ↗ |
Beneficial Ownership (13D/13G)
| Filer | Form | Shares | % of Class | Filed | Src |
|---|---|---|---|---|---|
| BAILLIE GIFFORD & CO | SC 13G/A | 14.6M | 4.6% | 2026-07-24 | ↗ |
| Capital World Investors | SC 13G/A | 23.0M | 7.3% | 2026-05-14 | ↗ |
| Vanguard Capital Management | SC 13G | 16.5M | 5.2% | 2026-04-29 | ↗ |
| Vanguard Portfolio Management | SC 13G | 16.1M | 5.1% | 2026-04-29 | ↗ |
SC 13D = active intent to influence control (10-day filing deadline after crossing 5%). SC 13G = passive accumulation, no intent to influence control.