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LONGINSIDER SELL

Cloudflare Inc

Research: Finviz ↗·Perplexity ↗

🗄 Viewing archived Q1 2026 data — frozen, no longer refreshed.

Funds
3
Score
2.53
vs SPY
+33.4%
Stock return (since Q-end)
+53.0%
SPY return (since Q-end)
+19.7%
Current price
$315.78
Days to cover (short int.)
2.8d-16.8%
as of 2026-07-31

News Summary

Positive

Cloudflare delivered strong operational execution with Q1 and Q2 beats, 34-36% YoY revenue growth, and raised FY2026 guidance to $2.864-2.870B. The company is strategically pivoting to an AI-first infrastructure model with expanded Anthropic partnership, VoidZero acquisition, and new AI products, while targeting 30%+ operating margins by 2028—demonstrating confidence in AI-driven monetization despite a major 20% workforce restructuring.

Red flags

  • Massive $165M restructuring charges (20% workforce reduction) raises questions about previous strategic planning and execution
  • Q2 GAAP net loss widened 237% YoY to $170M despite revenue growth, signaling large one-time charges masking underlying profitability trends
  • Heavy reliance on AI/agentic web narrative for growth thesis with unproven monetization; AI agents now 50%+ of traffic but revenue impact unclear

Funds Buying (3)

FundManagerShares Held∆ SharesPosition Value% of FundQoQStatus
Point72Steve Cohen429K+429K$89M0.2%NEW
Duquesne Family OfficeStanley Druckenmiller53K+53K$11M0.4%NEW
Soros Fund ManagementSoros Family Office11K+11K$2M<0.1%NEW

Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter. % of Fund is the position's share of the fund's reported equity portfolio — it drives the size weighting in the conviction score.

Signal History

QuarterDirectionFundsScorevs SPY
Q2 2026SHORT31.80+11.6%
Q1 2026LONG32.53+33.4%

Same issuer appearing in consecutive quarters — persistent institutional conviction. Returns are frozen at each archived quarter's last refresh.

Insider Activity

NameTitleTypeSharesPriceValueFiledSrc
Graham-Cumming JohnSELL108$306.16$0.03M2026-08-10
Graham-Cumming JohnSELL85$307.59$0.03M2026-08-10
Graham-Cumming JohnSELL365$305.14$0.11M2026-08-10
Graham-Cumming JohnSELL186$309.02$0.06M2026-08-10
Graham-Cumming JohnSELL173$309.83$0.05M2026-08-10
Graham-Cumming JohnSELL146$311.34$0.05M2026-08-10
Graham-Cumming JohnSELL25$311.90$0.01M2026-08-10
Graham-Cumming JohnSELL199$303.96$0.06M2026-08-10
Graham-Cumming JohnSELL404$303.12$0.12M2026-08-10
Graham-Cumming JohnSELL309$302.05$0.09M2026-08-10
Graham-Cumming JohnSELL97$300.97$0.03M2026-08-10
Graham-Cumming JohnSELL96$299.80$0.03M2026-08-10
Graham-Cumming JohnSELL81$298.64$0.02M2026-08-10
Graham-Cumming JohnSELL68$297.70$0.02M2026-08-10
Graham-Cumming JohnSELL36$295.64$0.01M2026-08-10
Graham-Cumming JohnSELL78$294.98$0.02M2026-08-10
Graham-Cumming JohnSELL64$292.76$0.02M2026-08-10
Ledbetter CarlSELL3K$281.44$0.86M2026-08-06
Ledbetter CarlSELL1K$283.80$0.28M2026-08-06
Ledbetter CarlSELL300$280.13$0.08M2026-08-06
Ledbetter CarlSELL636$282.60$0.18M2026-08-06
Prince MatthewCEO & Board Co-ChairSELL586$302.86$0.18M2026-08-05
Prince MatthewCEO & Board Co-ChairSELL2K$291.57$0.69M2026-08-05
Prince MatthewCEO & Board Co-ChairSELL720$292.74$0.21M2026-08-05
Prince MatthewCEO & Board Co-ChairSELL1K$293.64$0.30M2026-08-05
Prince MatthewCEO & Board Co-ChairSELL8K$295.05$2.24M2026-08-05
Prince MatthewCEO & Board Co-ChairSELL10K$295.76$2.96M2026-08-05
Prince MatthewCEO & Board Co-ChairSELL5K$296.83$1.42M2026-08-05
Prince MatthewCEO & Board Co-ChairSELL3K$297.81$0.85M2026-08-05
Prince MatthewCEO & Board Co-ChairSELL1K$298.87$0.44M2026-08-05
Prince MatthewCEO & Board Co-ChairSELL1K$299.94$0.35M2026-08-05
Prince MatthewCEO & Board Co-ChairSELL432$301.14$0.13M2026-08-05
Prince MatthewCEO & Board Co-ChairSELL645$302.20$0.19M2026-08-05
Prince MatthewCEO & Board Co-ChairSELL1K$291.64$0.34M2026-08-05
Prince MatthewCEO & Board Co-ChairSELL422$292.74$0.12M2026-08-05
Prince MatthewCEO & Board Co-ChairSELL575$293.65$0.17M2026-08-05
Prince MatthewCEO & Board Co-ChairSELL4K$295.05$1.28M2026-08-05
Prince MatthewCEO & Board Co-ChairSELL6K$295.75$1.66M2026-08-05
Prince MatthewCEO & Board Co-ChairSELL3K$296.83$0.84M2026-08-05
Prince MatthewCEO & Board Co-ChairSELL2K$297.81$0.46M2026-08-05
Prince MatthewCEO & Board Co-ChairSELL782$298.87$0.23M2026-08-05
Prince MatthewCEO & Board Co-ChairSELL623$299.94$0.19M2026-08-05
Prince MatthewCEO & Board Co-ChairSELL232$301.15$0.07M2026-08-05
Prince MatthewCEO & Board Co-ChairSELL338$302.20$0.10M2026-08-05
Prince MatthewCEO & Board Co-ChairSELL307$302.86$0.09M2026-08-05
Prince MatthewCEO & Board Co-ChairSELL846$298.65$0.25M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL2K$299.80$0.55M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL644$300.52$0.19M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL5K$302.09$1.57M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL6K$302.97$1.83M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL382$303.60$0.12M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL445$298.65$0.13M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL970$299.81$0.29M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL342$300.52$0.10M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL3K$302.09$0.85M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL3K$302.97$0.99M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL203$303.60$0.06M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL335$279.82$0.09M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL31$281.16$0.01M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL137$283.08$0.04M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL425$284.37$0.12M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL84$285.14$0.02M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL337$286.59$0.10M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL34$280.11$0.01M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL18$281.16$0.01M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL82$283.08$0.02M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL257$284.37$0.07M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL52$285.14$0.01M2026-08-04
SEIFERT THOMAS JChief Financial OfficerSELL1K$301.00$0.34M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL195$286.60$0.06M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL176$287.99$0.05M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL512$289.18$0.15M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL819$289.87$0.24M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL375$290.99$0.11M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL111$292.30$0.03M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL164$293.05$0.05M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL239$294.31$0.07M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL2K$295.77$0.47M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL2K$296.73$0.61M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL4K$297.50$1.20M2026-08-04
SEIFERT THOMAS JChief Financial OfficerSELL54K$300.28$16.17M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL304$287.99$0.09M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL869$289.18$0.25M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL1K$289.87$0.41M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL643$290.99$0.19M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL182$292.31$0.05M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL272$293.05$0.08M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL404$294.31$0.12M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL3K$295.77$0.82M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL4K$296.73$1.05M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL7K$297.49$2.08M2026-08-04
Prince MatthewCEO & Board Co-ChairSELL461$280.03$0.13M2026-08-03
Prince MatthewCEO & Board Co-ChairSELL267$277.40$0.07M2026-08-03
Prince MatthewCEO & Board Co-ChairSELL505$278.65$0.14M2026-08-03
Prince MatthewCEO & Board Co-ChairSELL632$280.95$0.18M2026-08-03
Prince MatthewCEO & Board Co-ChairSELL3K$281.95$0.72M2026-08-03
Prince MatthewCEO & Board Co-ChairSELL3K$282.95$0.72M2026-08-03
Prince MatthewCEO & Board Co-ChairSELL6K$283.99$1.78M2026-08-03
Prince MatthewCEO & Board Co-ChairSELL5K$284.81$1.36M2026-08-03
Prince MatthewCEO & Board Co-ChairSELL772$285.76$0.22M2026-08-03
Prince MatthewCEO & Board Co-ChairSELL488$277.02$0.14M2026-08-03
Prince MatthewCEO & Board Co-ChairSELL586$278.20$0.16M2026-08-03
Prince MatthewCEO & Board Co-ChairSELL565$279.03$0.16M2026-08-03
Prince MatthewCEO & Board Co-ChairSELL1K$280.32$0.32M2026-08-03
Prince MatthewCEO & Board Co-ChairSELL2K$281.58$0.69M2026-08-03
Prince MatthewCEO & Board Co-ChairSELL4K$282.32$1.23M2026-08-03
Prince MatthewCEO & Board Co-ChairSELL7K$283.45$1.91M2026-08-03
Prince MatthewCEO & Board Co-ChairSELL13K$284.42$3.80M2026-08-03
Prince MatthewCEO & Board Co-ChairSELL4K$285.30$1.05M2026-08-03
Prince MatthewCEO & Board Co-ChairSELL299$286.23$0.09M2026-08-03
Hawkins Mark JSELL133$277.74$0.04M2026-08-03
SEIFERT THOMAS JChief Financial OfficerSELL300$270.50$0.08M2026-07-17
SEIFERT THOMAS JChief Financial OfficerSELL100$267.76$0.03M2026-07-17
SEIFERT THOMAS JChief Financial OfficerSELL2K$275.79$0.43M2026-07-17
SEIFERT THOMAS JChief Financial OfficerSELL2K$276.63$0.48M2026-07-17
SEIFERT THOMAS JChief Financial OfficerSELL3K$277.68$0.92M2026-07-17
SEIFERT THOMAS JChief Financial OfficerSELL200$266.19$0.05M2026-07-17
SEIFERT THOMAS JChief Financial OfficerSELL1K$278.76$0.33M2026-07-17
SEIFERT THOMAS JChief Financial OfficerSELL800$279.91$0.22M2026-07-17
SEIFERT THOMAS JChief Financial OfficerSELL300$281.29$0.08M2026-07-17
SEIFERT THOMAS JChief Financial OfficerSELL500$274.60$0.14M2026-07-17
Zatlyn MichellePresident and Board Co-ChairSELL7K$289.07$2.00M2026-07-15
Zatlyn MichellePresident and Board Co-ChairSELL1K$287.56$0.34M2026-07-15
Zatlyn MichellePresident and Board Co-ChairSELL3K$283.69$0.92M2026-07-15
Zatlyn MichellePresident and Board Co-ChairSELL8K$286.66$2.42M2026-07-15
Zatlyn MichellePresident and Board Co-ChairSELL7K$285.81$2.06M2026-07-15
Zatlyn MichellePresident and Board Co-ChairSELL5K$284.68$1.49M2026-07-15
Zatlyn MichellePresident and Board Co-ChairSELL756$289.88$0.22M2026-07-15
Zatlyn MichellePresident and Board Co-ChairSELL196$269.99$0.05M2026-07-14
Zatlyn MichellePresident and Board Co-ChairSELL1K$267.17$0.33M2026-07-14
Zatlyn MichellePresident and Board Co-ChairSELL1K$268.66$0.34M2026-07-14
Zatlyn MichellePresident and Board Co-ChairSELL1K$272.75$0.35M2026-07-14
Zatlyn MichellePresident and Board Co-ChairSELL2K$273.95$0.54M2026-07-14
Zatlyn MichellePresident and Board Co-ChairSELL2K$275.02$0.60M2026-07-14
Zatlyn MichellePresident and Board Co-ChairSELL2K$275.91$0.47M2026-07-14
Zatlyn MichellePresident and Board Co-ChairSELL3K$276.93$0.74M2026-07-14
Zatlyn MichellePresident and Board Co-ChairSELL1K$278.07$0.36M2026-07-14
Zatlyn MichellePresident and Board Co-ChairSELL2K$279.26$0.45M2026-07-14
Zatlyn MichellePresident and Board Co-ChairSELL5K$280.13$1.43M2026-07-14
Zatlyn MichellePresident and Board Co-ChairSELL10K$281.40$2.71M2026-07-14
Zatlyn MichellePresident and Board Co-ChairSELL3K$282.13$0.81M2026-07-14
Zatlyn MichellePresident and Board Co-ChairSELL517$268.68$0.14M2026-07-13
Zatlyn MichellePresident and Board Co-ChairSELL5K$267.97$1.33M2026-07-13
Zatlyn MichellePresident and Board Co-ChairSELL7K$266.88$1.88M2026-07-13
Zatlyn MichellePresident and Board Co-ChairSELL6K$265.88$1.64M2026-07-13
Zatlyn MichellePresident and Board Co-ChairSELL6K$264.79$1.71M2026-07-13
Zatlyn MichellePresident and Board Co-ChairSELL8K$264.03$2.09M2026-07-13
Ledbetter CarlSELL5K$268.11$1.34M2026-07-07
Prince MatthewCEO & Board Co-ChairSELL4K$248.62$0.90M2026-07-06
Graham-Cumming JohnSELL138$245.60$0.03M2026-07-06
Graham-Cumming JohnSELL940$246.28$0.23M2026-07-06
Graham-Cumming JohnSELL686$247.44$0.17M2026-07-06
Graham-Cumming JohnSELL562$248.44$0.14M2026-07-06
Graham-Cumming JohnSELL182$249.38$0.05M2026-07-06
Graham-Cumming JohnSELL12$250.15$0.00M2026-07-06
Prince MatthewCEO & Board Co-ChairSELL106$244.87$0.03M2026-07-06
Prince MatthewCEO & Board Co-ChairSELL4K$245.93$1.03M2026-07-06
Prince MatthewCEO & Board Co-ChairSELL5K$246.63$1.16M2026-07-06
Prince MatthewCEO & Board Co-ChairSELL5K$247.65$1.28M2026-07-06
Prince MatthewCEO & Board Co-ChairSELL965$249.52$0.24M2026-07-06
Prince MatthewCEO & Board Co-ChairSELL19$250.39$0.00M2026-07-06
Prince MatthewCEO & Board Co-ChairSELL288$243.82$0.07M2026-07-06
Prince MatthewCEO & Board Co-ChairSELL2K$245.61$0.46M2026-07-06
Prince MatthewCEO & Board Co-ChairSELL11K$246.24$2.80M2026-07-06
Prince MatthewCEO & Board Co-ChairSELL9K$247.38$2.18M2026-07-06
Prince MatthewCEO & Board Co-ChairSELL8K$248.32$1.91M2026-07-06
Prince MatthewCEO & Board Co-ChairSELL3K$249.20$0.82M2026-07-06
Prince MatthewCEO & Board Co-ChairSELL320$249.99$0.08M2026-07-06
Prince MatthewCEO & Board Co-ChairSELL77$247.45$0.02M2026-07-02
Prince MatthewCEO & Board Co-ChairSELL1K$246.89$0.31M2026-07-02
Prince MatthewCEO & Board Co-ChairSELL934$245.96$0.23M2026-07-02
Prince MatthewCEO & Board Co-ChairSELL1K$244.94$0.36M2026-07-02
Prince MatthewCEO & Board Co-ChairSELL380$243.87$0.09M2026-07-02
Prince MatthewCEO & Board Co-ChairSELL6K$240.48$1.38M2026-07-02
Prince MatthewCEO & Board Co-ChairSELL9K$241.61$2.11M2026-07-02
Prince MatthewCEO & Board Co-ChairSELL6K$242.38$1.57M2026-07-02
Prince MatthewCEO & Board Co-ChairSELL762$243.46$0.19M2026-07-02
Prince MatthewCEO & Board Co-ChairSELL2K$244.64$0.43M2026-07-02
Prince MatthewCEO & Board Co-ChairSELL3K$245.49$0.62M2026-07-02
Prince MatthewCEO & Board Co-ChairSELL2K$246.71$0.59M2026-07-02
Prince MatthewCEO & Board Co-ChairSELL564$247.33$0.14M2026-07-02
Prince MatthewCEO & Board Co-ChairSELL2K$242.55$0.55M2026-07-02
Prince MatthewCEO & Board Co-ChairSELL6K$241.86$1.38M2026-07-02
Prince MatthewCEO & Board Co-ChairSELL3K$240.80$0.78M2026-07-02
Prince MatthewCEO & Board Co-ChairSELL3K$239.84$0.83M2026-07-02
Prince MatthewCEO & Board Co-ChairSELL5K$239.64$1.13M2026-07-02
Hawkins Mark JSELL133$249.00$0.03M2026-07-01
Prince MatthewCEO & Board Co-ChairSELL428$245.46$0.11M2026-07-01
Prince MatthewCEO & Board Co-ChairSELL2K$246.52$0.47M2026-07-01
Prince MatthewCEO & Board Co-ChairSELL2K$247.51$0.59M2026-07-01
Prince MatthewCEO & Board Co-ChairSELL2K$248.54$0.54M2026-07-01
Prince MatthewCEO & Board Co-ChairSELL6K$249.51$1.54M2026-07-01
Prince MatthewCEO & Board Co-ChairSELL4K$250.41$1.08M2026-07-01
Prince MatthewCEO & Board Co-ChairSELL1K$251.28$0.34M2026-07-01
Prince MatthewCEO & Board Co-ChairSELL39$252.14$0.01M2026-07-01
Prince MatthewCEO & Board Co-ChairSELL542$244.89$0.13M2026-07-01
Prince MatthewCEO & Board Co-ChairSELL2K$246.06$0.43M2026-07-01
Prince MatthewCEO & Board Co-ChairSELL4K$246.99$0.99M2026-07-01
Prince MatthewCEO & Board Co-ChairSELL4K$247.96$1.00M2026-07-01
Prince MatthewCEO & Board Co-ChairSELL7K$249.14$1.76M2026-07-01
Prince MatthewCEO & Board Co-ChairSELL11K$249.99$2.70M2026-07-01
Prince MatthewCEO & Board Co-ChairSELL5K$250.96$1.28M2026-07-01
Prince MatthewCEO & Board Co-ChairSELL338$251.85$0.09M2026-07-01
Prince MatthewCEO & Board Co-ChairSELL3K$221.46$0.64M2026-06-24
Prince MatthewCEO & Board Co-ChairSELL10K$222.56$2.17M2026-06-24
Prince MatthewCEO & Board Co-ChairSELL11K$223.46$2.46M2026-06-24
Prince MatthewCEO & Board Co-ChairSELL8K$224.40$1.83M2026-06-24
Prince MatthewCEO & Board Co-ChairSELL11K$225.48$2.55M2026-06-24
Prince MatthewCEO & Board Co-ChairSELL8K$226.30$1.75M2026-06-24
Prince MatthewCEO & Board Co-ChairSELL1K$227.31$0.34M2026-06-24
Prince MatthewCEO & Board Co-ChairSELL97$228.14$0.02M2026-06-24
Prince MatthewCEO & Board Co-ChairSELL111$230.04$0.03M2026-06-23
Prince MatthewCEO & Board Co-ChairSELL483$217.20$0.10M2026-06-23
Prince MatthewCEO & Board Co-ChairSELL370$218.20$0.08M2026-06-23
Prince MatthewCEO & Board Co-ChairSELL825$219.31$0.18M2026-06-23
Prince MatthewCEO & Board Co-ChairSELL1K$220.58$0.23M2026-06-23
Prince MatthewCEO & Board Co-ChairSELL3K$221.33$0.74M2026-06-23
Prince MatthewCEO & Board Co-ChairSELL6K$222.47$1.23M2026-06-23
Prince MatthewCEO & Board Co-ChairSELL2K$223.28$0.48M2026-06-23
Prince MatthewCEO & Board Co-ChairSELL5K$224.64$1.23M2026-06-23
Prince MatthewCEO & Board Co-ChairSELL10K$225.32$2.36M2026-06-23
Prince MatthewCEO & Board Co-ChairSELL5K$226.25$1.14M2026-06-23
Prince MatthewCEO & Board Co-ChairSELL6K$227.61$1.36M2026-06-23
Prince MatthewCEO & Board Co-ChairSELL5K$228.65$1.04M2026-06-23
Prince MatthewCEO & Board Co-ChairSELL7K$229.37$1.53M2026-06-23
Prince MatthewCEO & Board Co-ChairSELL395$216.21$0.09M2026-06-23
Prince MatthewCEO & Board Co-ChairSELL3K$213.97$0.54M2026-06-22
Prince MatthewCEO & Board Co-ChairSELL5K$214.94$0.98M2026-06-22
Prince MatthewCEO & Board Co-ChairSELL6K$216.07$1.35M2026-06-22
Prince MatthewCEO & Board Co-ChairSELL8K$216.97$1.68M2026-06-22
Prince MatthewCEO & Board Co-ChairSELL9K$217.96$1.90M2026-06-22
Prince MatthewCEO & Board Co-ChairSELL3K$218.73$0.62M2026-06-22
Prince MatthewCEO & Board Co-ChairSELL5K$220.11$1.08M2026-06-22
Prince MatthewCEO & Board Co-ChairSELL4K$220.99$0.79M2026-06-22
Prince MatthewCEO & Board Co-ChairSELL2K$222.09$0.50M2026-06-22
Prince MatthewCEO & Board Co-ChairSELL3K$223.08$0.64M2026-06-22
Prince MatthewCEO & Board Co-ChairSELL2K$223.97$0.41M2026-06-22
Prince MatthewCEO & Board Co-ChairSELL298$225.03$0.07M2026-06-22
Prince MatthewCEO & Board Co-ChairSELL4K$212.97$0.85M2026-06-22
Zatlyn MichellePresident and Board Co-ChairSELL5K$218.54$1.09M2026-06-18
Zatlyn MichellePresident and Board Co-ChairSELL5K$216.43$1.01M2026-06-18
Zatlyn MichellePresident and Board Co-ChairSELL1K$217.46$0.31M2026-06-18
Zatlyn MichellePresident and Board Co-ChairSELL8K$219.44$1.70M2026-06-18
Zatlyn MichellePresident and Board Co-ChairSELL3K$220.43$0.64M2026-06-18
Zatlyn MichellePresident and Board Co-ChairSELL3K$221.56$0.56M2026-06-18
Zatlyn MichellePresident and Board Co-ChairSELL1K$222.66$0.29M2026-06-18
Zatlyn MichellePresident and Board Co-ChairSELL100$223.29$0.02M2026-06-18
Zatlyn MichellePresident and Board Co-ChairSELL3K$229.91$0.80M2026-06-17
Zatlyn MichellePresident and Board Co-ChairSELL5K$230.92$1.08M2026-06-17
Zatlyn MichellePresident and Board Co-ChairSELL3K$231.70$0.68M2026-06-17
Zatlyn MichellePresident and Board Co-ChairSELL5K$233.14$1.09M2026-06-17
Zatlyn MichellePresident and Board Co-ChairSELL5K$233.89$1.26M2026-06-17
Zatlyn MichellePresident and Board Co-ChairSELL3K$235.12$0.77M2026-06-17
Zatlyn MichellePresident and Board Co-ChairSELL1K$235.68$0.28M2026-06-17
SEIFERT THOMAS JChief Financial OfficerSELL900$227.74$0.20M2026-06-17
SEIFERT THOMAS JChief Financial OfficerSELL900$228.91$0.21M2026-06-17
SEIFERT THOMAS JChief Financial OfficerSELL515$229.95$0.12M2026-06-17
SEIFERT THOMAS JChief Financial OfficerSELL685$230.90$0.16M2026-06-17
SEIFERT THOMAS JChief Financial OfficerSELL600$232.00$0.14M2026-06-17
SEIFERT THOMAS JChief Financial OfficerSELL3K$233.44$0.74M2026-06-17
SEIFERT THOMAS JChief Financial OfficerSELL3K$234.18$0.62M2026-06-17
SEIFERT THOMAS JChief Financial OfficerSELL600$235.34$0.14M2026-06-17
Zatlyn MichellePresident and Board Co-ChairSELL5K$230.31$1.08M2026-06-16
Zatlyn MichellePresident and Board Co-ChairSELL5K$231.25$1.20M2026-06-16
Zatlyn MichellePresident and Board Co-ChairSELL2K$232.51$0.41M2026-06-16
Zatlyn MichellePresident and Board Co-ChairSELL602$234.20$0.14M2026-06-16
Zatlyn MichellePresident and Board Co-ChairSELL3K$235.43$0.74M2026-06-16
Zatlyn MichellePresident and Board Co-ChairSELL4K$229.48$0.85M2026-06-16
Zatlyn MichellePresident and Board Co-ChairSELL4K$236.73$0.99M2026-06-16
Zatlyn MichellePresident and Board Co-ChairSELL2K$237.67$0.57M2026-06-16
Graham-Cumming JohnSELL44$231.60$0.01M2026-06-15
Graham-Cumming JohnSELL144$233.46$0.03M2026-06-15
Graham-Cumming JohnSELL748$234.80$0.18M2026-06-15
Graham-Cumming JohnSELL596$235.75$0.14M2026-06-15
Graham-Cumming JohnSELL430$236.76$0.10M2026-06-15
Graham-Cumming JohnSELL504$238.02$0.12M2026-06-15
Graham-Cumming JohnSELL54$238.52$0.01M2026-06-15
Suder KatrinSELL293$252.92$0.07M2026-06-08
Ledbetter CarlSELL3K$246.73$0.79M2026-06-01
Hawkins Mark JSELL133$246.42$0.03M2026-06-01
Ledbetter CarlSELL3K$243.94$0.63M2026-06-01
Ledbetter CarlSELL5K$245.44$1.19M2026-06-01
Ledbetter CarlSELL4K$247.52$1.05M2026-06-01
Ledbetter CarlSELL100$248.31$0.02M2026-06-01
Starzak Alissa MichelleChief Legal OfficerSELL1K$213.30$0.28M2026-05-28
Starzak Alissa MichelleChief Legal OfficerSELL5K$215.01$0.97M2026-05-28
Starzak Alissa MichelleChief Legal OfficerSELL3K$216.12$0.71M2026-05-28
Starzak Alissa MichelleChief Legal OfficerSELL6K$217.21$1.24M2026-05-28
Starzak Alissa MichelleChief Legal OfficerSELL1K$218.13$0.31M2026-05-28
Zatlyn MichellePresident and Board Co-ChairSELL2K$209.15$0.48M2026-05-27
Zatlyn MichellePresident and Board Co-ChairSELL8K$208.45$1.63M2026-05-27
Zatlyn MichellePresident and Board Co-ChairSELL5K$210.26$1.08M2026-05-27
Zatlyn MichellePresident and Board Co-ChairSELL5K$211.34$1.06M2026-05-27
Zatlyn MichellePresident and Board Co-ChairSELL5K$212.49$1.05M2026-05-27
Zatlyn MichellePresident and Board Co-ChairSELL431$213.25$0.09M2026-05-27
Zatlyn MichellePresident and Board Co-ChairSELL5K$209.30$0.96M2026-05-26
Zatlyn MichellePresident and Board Co-ChairSELL6K$210.25$1.34M2026-05-26
Zatlyn MichellePresident and Board Co-ChairSELL3K$211.20$0.57M2026-05-26
Zatlyn MichellePresident and Board Co-ChairSELL4K$212.38$0.95M2026-05-26
Zatlyn MichellePresident and Board Co-ChairSELL3K$213.53$0.69M2026-05-26
Zatlyn MichellePresident and Board Co-ChairSELL2K$214.83$0.34M2026-05-26
Zatlyn MichellePresident and Board Co-ChairSELL2K$215.55$0.37M2026-05-26
Zatlyn MichellePresident and Board Co-ChairSELL979$216.22$0.21M2026-05-26
Zatlyn MichellePresident and Board Co-ChairSELL314$216.24$0.07M2026-05-22
Zatlyn MichellePresident and Board Co-ChairSELL6K$211.54$1.18M2026-05-22
Zatlyn MichellePresident and Board Co-ChairSELL8K$215.46$1.78M2026-05-22
Zatlyn MichellePresident and Board Co-ChairSELL11K$214.62$2.45M2026-05-22
Zatlyn MichellePresident and Board Co-ChairSELL6K$213.68$1.36M2026-05-22
Zatlyn MichellePresident and Board Co-ChairSELL3K$212.49$0.67M2026-05-22
Prince MatthewCEO & Board Co-ChairSELL888$213.18$0.19M2026-05-21
Prince MatthewCEO & Board Co-ChairSELL11K$212.19$2.30M2026-05-21
Prince MatthewCEO & Board Co-ChairSELL13K$211.33$2.82M2026-05-21
Prince MatthewCEO & Board Co-ChairSELL16K$210.38$3.30M2026-05-21
Prince MatthewCEO & Board Co-ChairSELL6K$209.31$1.17M2026-05-21
Prince MatthewCEO & Board Co-ChairSELL4K$208.31$0.88M2026-05-21
Prince MatthewCEO & Board Co-ChairSELL2K$207.40$0.38M2026-05-21
Prince MatthewCEO & Board Co-ChairSELL77$210.72$0.02M2026-05-20
Prince MatthewCEO & Board Co-ChairSELL2K$202.96$0.38M2026-05-20
Prince MatthewCEO & Board Co-ChairSELL4K$203.91$0.73M2026-05-20
Prince MatthewCEO & Board Co-ChairSELL2K$204.82$0.34M2026-05-20
Prince MatthewCEO & Board Co-ChairSELL3K$206.17$0.52M2026-05-20
Prince MatthewCEO & Board Co-ChairSELL9K$207.09$1.78M2026-05-20
Prince MatthewCEO & Board Co-ChairSELL16K$207.94$3.29M2026-05-20
Prince MatthewCEO & Board Co-ChairSELL11K$209.00$2.33M2026-05-20
Prince MatthewCEO & Board Co-ChairSELL7K$209.83$1.49M2026-05-20
Prince MatthewCEO & Board Co-ChairSELL6K$206.04$1.26M2026-05-19
Prince MatthewCEO & Board Co-ChairSELL6K$205.05$1.26M2026-05-19
Prince MatthewCEO & Board Co-ChairSELL7K$203.98$1.41M2026-05-19
Prince MatthewCEO & Board Co-ChairSELL14K$203.04$2.78M2026-05-19
Prince MatthewCEO & Board Co-ChairSELL8K$202.06$1.60M2026-05-19
Prince MatthewCEO & Board Co-ChairSELL3K$201.17$0.62M2026-05-19
Prince MatthewCEO & Board Co-ChairSELL6K$206.90$1.34M2026-05-19
Prince MatthewCEO & Board Co-ChairSELL2K$207.79$0.42M2026-05-19
SEIFERT THOMAS JChief Financial OfficerSELL270$203.02$0.05M2026-05-18
Riley JanelChief Accounting OfficerSELL3K$193.32$0.67M2026-05-18
SEIFERT THOMAS JChief Financial OfficerSELL100$193.28$0.02M2026-05-18
SEIFERT THOMAS JChief Financial OfficerSELL300$195.14$0.06M2026-05-18
SEIFERT THOMAS JChief Financial OfficerSELL400$197.81$0.08M2026-05-18
SEIFERT THOMAS JChief Financial OfficerSELL928$199.05$0.18M2026-05-18
SEIFERT THOMAS JChief Financial OfficerSELL2K$200.20$0.49M2026-05-18
SEIFERT THOMAS JChief Financial OfficerSELL4K$201.21$0.72M2026-05-18
SEIFERT THOMAS JChief Financial OfficerSELL2K$202.17$0.40M2026-05-18
Riley JanelChief Accounting OfficerSELL3K$196.95$0.66M2026-05-15
Ledbetter CarlSELL15K$238.12$3.57M2026-05-05
Graham-Cumming JohnSELL166$220.19$0.04M2026-05-04
Graham-Cumming JohnSELL360$221.09$0.08M2026-05-04
Graham-Cumming JohnSELL603$222.25$0.13M2026-05-04
Graham-Cumming JohnSELL852$222.99$0.19M2026-05-04
Graham-Cumming JohnSELL63$223.73$0.01M2026-05-04
Graham-Cumming JohnSELL116$218.05$0.03M2026-05-04
Graham-Cumming JohnSELL360$219.02$0.08M2026-05-04
Ledbetter CarlSELL5K$215.82$1.08M2026-05-01
Hawkins Mark JSELL133$211.62$0.03M2026-05-01
Ledbetter CarlSELL10K$215.85$2.16M2026-04-28
Zatlyn MichellePresident and Board Co-ChairSELL1K$211.59$0.30M2026-04-22
Zatlyn MichellePresident and Board Co-ChairSELL6K$207.71$1.29M2026-04-22
Zatlyn MichellePresident and Board Co-ChairSELL8K$208.75$1.76M2026-04-22
Zatlyn MichellePresident and Board Co-ChairSELL7K$209.80$1.38M2026-04-22
Zatlyn MichellePresident and Board Co-ChairSELL3K$210.70$0.63M2026-04-22
Zatlyn MichellePresident and Board Co-ChairSELL3K$207.03$0.57M2026-04-21
Zatlyn MichellePresident and Board Co-ChairSELL8K$205.44$1.62M2026-04-21
Zatlyn MichellePresident and Board Co-ChairSELL15K$206.28$3.09M2026-04-21
Zatlyn MichellePresident and Board Co-ChairSELL4K$198.13$0.75M2026-04-20
Zatlyn MichellePresident and Board Co-ChairSELL4K$199.19$0.77M2026-04-20
Zatlyn MichellePresident and Board Co-ChairSELL6K$201.08$1.19M2026-04-20
Zatlyn MichellePresident and Board Co-ChairSELL8K$200.39$1.62M2026-04-20
Zatlyn MichellePresident and Board Co-ChairSELL3K$195.86$0.63M2026-04-20
Zatlyn MichellePresident and Board Co-ChairSELL709$197.08$0.14M2026-04-20
SEIFERT THOMAS JChief Financial OfficerSELL400$200.95$0.08M2026-04-17
SEIFERT THOMAS JChief Financial OfficerSELL2K$195.09$0.41M2026-04-17
SEIFERT THOMAS JChief Financial OfficerSELL2K$196.04$0.34M2026-04-17
SEIFERT THOMAS JChief Financial OfficerSELL1K$196.97$0.20M2026-04-17
SEIFERT THOMAS JChief Financial OfficerSELL600$198.03$0.12M2026-04-17
SEIFERT THOMAS JChief Financial OfficerSELL1K$199.48$0.29M2026-04-17
SEIFERT THOMAS JChief Financial OfficerSELL3K$200.51$0.55M2026-04-17
Prince MatthewCEO & Board Co-ChairSELL657$223.62$0.15M2026-04-08
Prince MatthewCEO & Board Co-ChairSELL2$224.32$0.00M2026-04-08
Prince MatthewCEO & Board Co-ChairSELL2K$209.97$0.35M2026-04-08
Prince MatthewCEO & Board Co-ChairSELL12K$210.83$2.45M2026-04-08
Prince MatthewCEO & Board Co-ChairSELL5K$211.70$1.14M2026-04-08
Prince MatthewCEO & Board Co-ChairSELL7K$212.85$1.46M2026-04-08
Prince MatthewCEO & Board Co-ChairSELL11K$213.71$2.32M2026-04-08
Prince MatthewCEO & Board Co-ChairSELL5K$214.71$0.99M2026-04-08
Prince MatthewCEO & Board Co-ChairSELL3K$215.75$0.72M2026-04-08
Prince MatthewCEO & Board Co-ChairSELL2K$216.75$0.52M2026-04-08
Prince MatthewCEO & Board Co-ChairSELL2K$217.79$0.42M2026-04-08
Prince MatthewCEO & Board Co-ChairSELL1K$222.69$0.28M2026-04-08
Prince MatthewCEO & Board Co-ChairSELL659$221.63$0.15M2026-04-08
Prince MatthewCEO & Board Co-ChairSELL754$220.44$0.17M2026-04-08
Prince MatthewCEO & Board Co-ChairSELL466$218.83$0.10M2026-04-08
Prince MatthewCEO & Board Co-ChairSELL4K$215.54$0.82M2026-04-07
Prince MatthewCEO & Board Co-ChairSELL567$208.59$0.12M2026-04-07
Prince MatthewCEO & Board Co-ChairSELL2K$209.78$0.47M2026-04-07
Prince MatthewCEO & Board Co-ChairSELL13K$210.72$2.69M2026-04-07
Prince MatthewCEO & Board Co-ChairSELL10K$211.62$2.04M2026-04-07
Prince MatthewCEO & Board Co-ChairSELL14K$212.61$2.99M2026-04-07
Prince MatthewCEO & Board Co-ChairSELL7K$213.65$1.51M2026-04-07
Prince MatthewCEO & Board Co-ChairSELL2K$214.50$0.48M2026-04-07
Prince MatthewCEO & Board Co-ChairSELL11K$210.22$2.39M2026-04-06
Prince MatthewCEO & Board Co-ChairSELL7K$208.48$1.39M2026-04-06
Prince MatthewCEO & Board Co-ChairSELL17K$209.24$3.45M2026-04-06
Prince MatthewCEO & Board Co-ChairSELL504$213.28$0.11M2026-04-06
Prince MatthewCEO & Board Co-ChairSELL16K$211.06$3.38M2026-04-06
Prince MatthewCEO & Board Co-ChairSELL1K$212.17$0.28M2026-04-06
Hawkins Mark JSELL133$209.60$0.03M2026-04-01

Beneficial Ownership (13D/13G)

FilerFormShares% of ClassFiledSrc
Capital World InvestorsSC 13G/A36.4M11.5%2026-02-13
Matthew PrinceSC 13G/A26.3M7.7%2026-02-13
Morgan StanleySC 13G/A16.8M5.3%2026-02-12
BAILLIE GIFFORD & COSC 13G/A16.8M5.3%2026-02-05

SC 13D = active intent to influence control (10-day filing deadline after crossing 5%). SC 13G = passive accumulation, no intent to influence control.