Morgan Stanley Amends Cloudflare Stake (SC 13G/A)

TL;DR

**Morgan Stanley still owns Cloudflare stock, showing continued institutional interest.**

AI Summary

Morgan Stanley, a major financial institution, filed an amended Schedule 13G/A on February 12, 2024, indicating its ownership of Cloudflare, Inc. Class A Common Stock as of December 31, 2023. This filing, Amendment No. 3, shows that Morgan Stanley continues to hold a significant, though passive, stake in Cloudflare. This matters to investors because it confirms a large institutional investor's continued confidence in Cloudflare, even if their exact percentage of ownership isn't detailed in this snippet.

Why It Matters

This filing confirms that a major institutional investor, Morgan Stanley, maintains a significant, passive ownership position in Cloudflare, which can be seen as a vote of confidence in the company's long-term prospects.

Risk Assessment

Risk Level: low — This is a routine amendment filing by a passive institutional investor, indicating no immediate change in company control or strategy.

Analyst Insight

Investors should note that a major institution like Morgan Stanley continues to hold Cloudflare stock, suggesting ongoing confidence, but this filing alone doesn't provide new actionable insights on share percentage or trading activity.

Key Players & Entities

• Morgan Stanley (company) — the entity filing the SC 13G/A, reporting its ownership in Cloudflare, Inc.
• Cloudflare, Inc. (company) — the subject company whose Class A Common Stock is being reported on
• December 31, 2023 (date) — the date of the event requiring the filing of this statement
• February 12, 2024 (date) — the date the SC 13G/A amendment was filed
• Amendment No.3 (number) — the specific amendment number for this filing

FAQ

From the Filing

0000895421-24-000224.txt : 20240212 0000895421-24-000224.hdr.sgml : 20240212 20240212133753 ACCESSION NUMBER: 0000895421-24-000224 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240212 DATE AS OF CHANGE: 20240212 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: Cloudflare, Inc. CENTRAL INDEX KEY: 0001477333 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372] ORGANIZATION NAME: 06 Technology IRS NUMBER: 270805829 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-91163 FILM NUMBER: 24618939 BUSINESS ADDRESS: STREET 1: 101 TOWNSEND ST. CITY: SAN FRANCISCO STATE: CA ZIP: 94107 BUSINESS PHONE: 888.993.5273 MAIL ADDRESS: STREET 1: 101 TOWNSEND ST. CITY: SAN FRANCISCO STATE: CA ZIP: 94107 FORMER COMPANY: FORMER CONFORMED NAME: CloudFlare, Inc. DATE OF NAME CHANGE: 20091120 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: MORGAN STANLEY CENTRAL INDEX KEY: 0000895421 STANDARD INDUSTRIAL CLASSIFICATION: SECURITY BROKERS, DEALERS & FLOTATION COMPANIES [6211] ORGANIZATION NAME: 02 Finance IRS NUMBER: 363145972 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: 1585 BROADWAY CITY: NEW YORK STATE: NY ZIP: 10036 BUSINESS PHONE: 212-761-4000 MAIL ADDRESS: STREET 1: 1585 BROADWAY CITY: NEW YORK STATE: NY ZIP: 10036 FORMER COMPANY: FORMER CONFORMED NAME: MORGAN STANLEY DEAN WITTER & CO DATE OF NAME CHANGE: 19980326 FORMER COMPANY: FORMER CONFORMED NAME: DEAN WITTER DISCOVER & CO DATE OF NAME CHANGE: 19960315 SC 13G/A 1 CloudflareIncNET.txt MS AMENDMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.3)* Cloudflare, Inc. ----------------------------------------------------- (Name of Issuer) Class A Common Stock ----------------------------------------------------- (Title of Class of Securities) 18915M107 ----------------------------------------------------- (CUSIP Number) December 31, 2023 ----------------------------------------------------- (Date Of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [x] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB control number. SEC 1745 (3-06) CUSIP No.18915M107 13G Page 2 of 8 Pages -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: I.R.S. IDENTIFICATION NO. OF ABOVE PERSON: Morgan Stanley I.R.S. # 36-3145972 -------------------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP: (a) [ ] (b) [ ] -------------------------------------------------------------------------------- 3. SEC USE ONLY: -------------------------------------------------------------------------------- 4. CITIZENSHIP OR PLACE OF ORGANIZATION: Delaware. -------------------------------------------------------------------------------- NUMBER OF 5. SOLE VOTING POWER: SHARES 0 BENEFICIALLY -------------------------------------------------------------- OWNED BY 6. SHARED VOTING POWER: EACH 25,873,517 REPORTING --------