SCHEDULE 13G/A Filed 2026-07-24 Event — SEC 0001088875-26-000045 →

BAILLIE GIFFORD & CO → Cloudflare, Inc. NET

Stake: — Shares: — Class: Class A Common Stock

Composite Decision Signal · AVOID (DILUTION / EXIT TRAP) Conviction Score: 5/100

Disqualifiers: INSIDER_LIQUIDATION_INTO_CATALYST: $25.14M insider selling into catalyst (±14d)

Passive Schedule 13G filer baseline
Net insider selling ($36,894,747 Code-S in ±30d)
Held by 1 tracked 13F institutional manager

Item 4 — Purpose of Transaction

Not extracted from this filing — typically because it's an amendment (13D/A) and Item 4 is unchanged from the parent filing. Read the raw SEC filing →

Cross-References

Insider Activity (last 365d)

135 transactions

1 buys · 111 sales · 12 awards/exercises

Issuer Cluster

1 13D/G filings on this issuer

0 other filings besides this one

Filer Track Record

16 filings by this filer

15 other filings in the data moat

Short Interest · settle 2026-10-15

DTC 2.89

7,992,126 shares short · +4.3% vs prior

Institutional Consensus · 2025-12-31

Held by elite portfolio managers

1 holder · $62.65M

Point72 Asset Mgmt

Form 4 Insider Transactions · last 365d

Date	Insider	Role	Type	Shares	Price	Value
2026-10-07	Zatlyn Michelle	director, officer	C	33,003	—	—
2026-10-07	Zatlyn Michelle	director, officer	Sale	5,694	$346.40	$1.97M
2026-10-07	Zatlyn Michelle	director, officer	Sale	9,022	$347.20	$3.13M
2026-10-07	Zatlyn Michelle	director, officer	Sale	7,688	$348.23	$2.68M
2026-10-07	Zatlyn Michelle	director, officer	Sale	3,900	$349.38	$1.36M
2026-10-07	Zatlyn Michelle	director, officer	Sale	4,240	$350.37	$1.49M
2026-10-07	Zatlyn Michelle	director, officer	Sale	2,162	$351.40	$760K
2026-10-07	Zatlyn Michelle	director, officer	Sale	297	$352.25	$105K
2026-10-07	Zatlyn Michelle	director, officer	Option exercise	33,003	$2.04	$67K
2026-10-07	Zatlyn Michelle	director, officer	Option exercise	33,003	—	—
2026-10-06	Zatlyn Michelle	director, officer	C	33,003	—	—
2026-10-06	Zatlyn Michelle	director, officer	Sale	4,260	$364.39	$1.55M
2026-10-06	Zatlyn Michelle	director, officer	Sale	6,179	$365.69	$2.26M
2026-10-06	Zatlyn Michelle	director, officer	Sale	9,170	$366.65	$3.36M
2026-10-06	Zatlyn Michelle	director, officer	Sale	8,559	$367.72	$3.15M
2026-10-06	Zatlyn Michelle	director, officer	Sale	4,083	$368.59	$1.50M
2026-10-06	Zatlyn Michelle	director, officer	Sale	752	$369.34	$278K
2026-10-06	Zatlyn Michelle	director, officer	Option exercise	33,003	$2.04	$67K
2026-10-06	Zatlyn Michelle	director, officer	Option exercise	33,003	—	—
2026-10-05	Zatlyn Michelle	director, officer	C	33,003	—	—
2026-10-05	Zatlyn Michelle	director, officer	Sale	3,619	$349.07	$1.26M
2026-10-05	Zatlyn Michelle	director, officer	Sale	2,683	$350.09	$939K
2026-10-05	Zatlyn Michelle	director, officer	Sale	4,829	$351.30	$1.70M
2026-10-05	Zatlyn Michelle	director, officer	Sale	6,864	$352.39	$2.42M
2026-10-05	Zatlyn Michelle	director, officer	Sale	5,892	$353.35	$2.08M

Showing 25 of 135

Other Filings by BAILLIE GIFFORD & CO

Filed	Form	Issuer	Stake	Shares
2026-10-21	SCHEDULE 13G/A	QXO, Inc.	—	—	view →
2026-10-21	SCHEDULE 13G/A	Samsara Inc.	—	—	view →
2026-10-21	SCHEDULE 13G/A	Remitly Global, Inc.	—	—	view →
2026-10-21	SCHEDULE 13G/A	Reddit, Inc.	—	—	view →
2026-10-21	SCHEDULE 13G/A	Savers Value Village, Inc.	—	—	view →
2026-10-21	SCHEDULE 13G/A	Sea Ltd	—	—	view →
2026-10-20	SCHEDULE 13G/A	Duolingo, Inc.	—	—	view →
2026-10-20	SCHEDULE 13G/A	Oddity Tech Ltd	—	—	view →
2026-10-20	SCHEDULE 13G/A	Sweetgreen, Inc.	—	—	view →
2026-08-03	SCHEDULE 13G	QXO, Inc.	—	—	view →
2026-08-03	SCHEDULE 13G	Bending Spoons S.p.A.	—	—	view →
2026-08-03	SCHEDULE 13G	Wix.com Ltd.	—	—	view →
2026-07-24	SCHEDULE 13G/A	Atlassian Corp	—	—	view →
2026-07-02	SCHEDULE 13G/A	Oddity Tech Ltd ODD	—	—	view →
2026-06-03	SCHEDULE 13G	Wise Group plc WSE	—	—	view →

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