Cloudflare, Inc.

NET
交易所
NYSE
產業
Services-Prepackaged Software
SEC CIK
0001477333

13F 持有人:2026 年第 2 季

持倉截至 2026/6/30。

管理 1 億美元以上美股的投資機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼

持有機構
1,272
較 2026 年第 1 季 +112
持有股數
4.21 億
較 2026 年第 1 季 +9,601.66 萬 (+29.5%)
總市值
$785.13 億
較 2026 年第 1 季 +$200.07 億 (+34.2%)

跟 2026 年第 1 季 比較:新進與清倉的機構

歷年持有家數

2021 年第 3 季 620 家 → 2026 年第 2 季 1,272 家

看各季數字

持有機構

2026 年第 2 季 持有 NET 的機構
機構股數市值佔組合 %股數變化動作
Capital World Investors24,325,692$59.67 億0.70%+1,590,123+7.0%加碼
BlackRock, Inc.21,598,907$53.9 億0.08%+504,625+2.4%加碼
Banque Cantonale Vaudoise21,067$51.67 億0.72%−5,057−19.4%減碼
VANGUARD PORTFOLIO MANAGEMENT LLC16,819,726$41.26 億0.19%+779,837+4.9%加碼
MORGAN STANLEY15,258,327$37.82 億0.20%−624,994−3.9%減碼
BAILLIE GIFFORD & CO14,598,594$35.81 億3.25%−1,325,829−8.3%減碼
VANGUARD CAPITAL MANAGEMENT LLC14,430,365$35.39 億0.08%+714,169+5.2%加碼
FMR LLC12,655,471$31.93 億0.14%−904,980−6.7%減碼
Capital International Investors10,981,005$26.93 億0.56%+87,840+0.8%加碼
STATE STREET CORP7,420,765$19.01 億0.06%+242,046+3.4%加碼
GEODE CAPITAL MANAGEMENT, LLC5,963,905$14.59 億0.08%−29,524−0.5%減碼
JENNISON ASSOCIATES LLC5,419,068$13.29 億0.80%+1,024,584+23.3%加碼
JPMORGAN CHASE & CO5,269,562$12.97 億0.08%−633,183−10.7%減碼
AMERICAN CENTURY COMPANIES INC4,286,156$10.51 億0.46%+658,901+18.2%加碼
Voya Investment Management LLC2,322,031$10.28 億0.89%−559,106−19.4%減碼
FRANKLIN RESOURCES INC3,729,976$10.08 億0.22%+379,201+11.3%加碼
WELLINGTON MANAGEMENT GROUP LLP4,048,753$9.99 億0.17%+37,923+0.9%加碼
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main3,677,783$9.48 億0.74%−824,979−18.3%減碼
FIRST TRUST ADVISORS LP3,756,643$9.21 億0.54%−17,383−0.5%減碼
NORGES BANK3,596,888$8.82 億0.09%+3,596,888新進
SANDS CAPITAL MANAGEMENT, LLC3,239,504$7.95 億2.95%−422,245−11.5%減碼
Invesco Ltd.3,103,792$7.74 億0.06%−9,733−0.3%減碼
GOLDMAN SACHS GROUP INC3,071,969$7.55 億0.08%+619,603+25.3%加碼
TWO SIGMA INVESTMENTS, LP2,586,183$6.99 億0.53%−233,654−8.3%減碼
Legal & General Group Plc2,641,523$6.48 億0.14%−312,651−10.6%減碼
D. E. Shaw & Co., Inc.1,947,802$6.25 億0.39%+660,556+51.3%加碼
UBS ASSET MANAGEMENT AMERICAS INC2,418,577$5.93 億0.11%−125,466−4.9%減碼
BANK OF AMERICA CORP /DE/2,208,432$5.42 億0.03%+140,749+6.8%加碼
NORTHERN TRUST CORP2,100,022$5.15 億0.06%+98,721+4.9%加碼
AQR CAPITAL MANAGEMENT LLC2,076,835$5.09 億0.18%+1,169,447+128.9%加碼
VANGUARD FIDUCIARY TRUST CO2,063,824$5.06 億0.11%+61,677+3.1%加碼
ROYAL BANK OF CANADA1,841,879$4.73 億0.08%+234,211+14.6%加碼
T. Rowe Price Investment Management, Inc.1,892,593$4.64 億0.30%+1,892,593新進
Pictet Asset Management Holding SA1,798,113$4.41 億0.42%+416,128+30.1%加碼
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,795,993$4.41 億0.06%+183,543+11.4%加碼
AMUNDI1,591,632$4.12 億0.10%−115,624−6.8%減碼
GILDER GAGNON HOWE & CO LLC1,668,352$4.09 億4.22%−109,816−6.2%減碼
DEUTSCHE BANK AG\1,604,234$3.98 億0.12%+27,733+1.8%加碼
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,578,485$3.87 億0.12%+111,375+7.6%加碼
PRICE T ROWE ASSOCIATES INC /MD/1,544,713$3.79 億0.04%+149,845+10.7%加碼
Polar Capital Holdings Plc1,240,516$3.04 億0.86%+76,432+6.6%加碼
Strategy Capital LLC1,106,100$2.71 億16.72%−32,517−2.9%減碼
MARSHALL WACE, LLP1,065,580$2.61 億0.22%+78,973+8.0%加碼
Bank of New York Mellon Corp3,545,642$2.6 億0.04%+1,301,601+58.0%加碼
Sumitomo Mitsui Trust Holdings, Inc.997,856$2.45 億0.14%−76,541−7.1%減碼
MENORA MIVTACHIM HOLDINGS LTD.983,250$2.41 億0.94%+983,250新進
National Pension Service959,987$2.35 億0.15%+15,546+1.6%加碼
UBS Group AG957,879$2.35 億0.04%−300,519−23.9%減碼
Clearbridge Investments, LLC912,622$2.24 億0.19%+900,639+7,516.0%加碼
RAYMOND JAMES FINANCIAL INC909,543$2.23 億0.06%−31,304−3.3%減碼
HSBC HOLDINGS PLC880,981$2.17 億0.10%+299,160+51.4%加碼
Nuveen, LLC816,850$2.17 億0.05%+80,942+11.0%加碼
Swedbank AB881,457$2.16 億0.19%−46,149−5.0%減碼
Swiss National Bank875,100$2.15 億0.11%−52,100−5.6%減碼
WESTFIELD CAPITAL MANAGEMENT CO LP835,502$2.05 億0.67%+293,936+54.3%加碼
Penserra Capital Management LLC816,098$2 億1.54%+87,450+12.0%加碼
Balyasny Asset Management LLC670,903$1.98 億0.36%+320,666+91.6%加碼
Phoenix Holdings Ltd.807,564$1.98 億1.35%+485,747+150.9%加碼
WOLVERINE ASSET MANAGEMENT LLC–$1.82 億2.38%–新進
CITIGROUP INC734,622$1.8 億0.08%−70,571−8.8%減碼
WELLS FARGO & COMPANY/MN714,505$1.78 億0.03%+98,384+16.0%加碼
LORD, ABBETT & CO. LLC494,215$1.68 億0.48%−497,845−50.2%減碼
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.646,279$1.63 億0.25%−28,469−4.2%減碼
Squarepoint Ops LLC638,961$1.57 億0.30%+57,270+9.8%加碼
CALAMOS ADVISORS LLC–$1.54 億0.56%––
VANGUARD ASSET MANAGEMENT, Ltd614,819$1.51 億0.10%+72,861+13.4%加碼
Whitebox Advisors LLC–$1.5 億2.42%–新進
Neuberger Berman Group LLC606,033$1.49 億0.10%+99,277+19.6%加碼
HIGHBRIDGE CAPITAL MANAGEMENT LLC–$1.42 億4.84%––
AMERIPRISE FINANCIAL INC490,016$1.4 億0.03%−74,104−13.1%減碼
BNP PARIBAS ASSET MANAGEMENT Holding S.A.426,318$1.29 億0.13%−6,446,455−93.8%減碼
CITADEL ADVISORS LLC491,046$1.27 億0.07%−1,450,096−74.7%減碼
Artisan Partners Limited Partnership489,716$1.2 億0.20%−178,442−26.7%減碼
Daiwa Securities Group Inc.468,324$1.2 億0.27%+424,446+967.3%加碼
FRED ALGER MANAGEMENT, LLC480,127$1.18 億0.39%−57,935−10.8%減碼
CIBC Bancorp USA Inc.476,845$1.17 億0.14%−18,054−3.6%減碼
BAMCO INC /NY/471,598$1.16 億0.17%+14,274+3.1%加碼
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM467,067$1.15 億0.11%+1,208+0.3%加碼
CANADA PENSION PLAN INVESTMENT BOARD457,160$1.12 億0.06%+318,719+230.2%加碼
Qube Research & Technologies Ltd454,589$1.12 億0.12%+454,589新進
ARISTEIA CAPITAL LLC–$1.1 億1.73%–新進
TENOR CAPITAL MANAGEMENT Co., L.P.–$1.09 億1.53%––
Mitsubishi UFJ Trust & Banking Corp435,009$1.07 億0.23%−76,459−14.9%減碼
JANE STREET GROUP, LLC432,774$1.06 億0.07%−1,163,665−72.9%減碼
CAMDEN ASSET MANAGEMENT L P /CA–$1.06 億3.08%–新進
CREDIT AGRICOLE S A417,945$1.03 億0.26%+14,764+3.7%加碼
Allspring Global Investments Holdings, LLC406,656$1 億0.15%−4,420−1.1%減碼
Mariner, LLC403,320$9,862.75 萬0.10%−30,637−7.1%減碼
RHUMBLINE ADVISERS399,259$9,793.02 萬0.07%+670+0.2%加碼
VICTORY CAPITAL MANAGEMENT INC393,058$9,640.93 萬0.05%+8,283+2.2%加碼
ROYAL LONDON ASSET MANAGEMENT LTD386,929$9,490.59 萬0.17%+183,183+89.9%加碼
TREMBLANT CAPITAL GROUP384,993$9,443.11 萬2.71%+90,785+30.9%加碼
PEREGRINE CAPITAL MANAGEMENT LLC384,759$9,437.37 萬3.07%−17,090−4.3%減碼
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.377,513$9,259.64 萬0.05%+33,010+9.6%加碼
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM369,762$9,069.52 萬0.05%−21,510−5.5%減碼
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC367,585$9,016.14 萬0.28%−168,799−31.5%減碼
DeepCurrents Investment Group LLC–$8,957.97 萬3.07%––
BESSEMER GROUP INC357,676$8,773.1 萬0.12%−6,479−1.8%減碼
Nikko Asset Management Americas, Inc.353,182$8,662.14 萬1.12%−65,904−15.7%減碼
CAPSTONE INVESTMENT ADVISORS, LLC1,088$8,648.92 萬0.60%––