Cloudflare, Inc.
NET- 交易所
- NYSE
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001477333
近 90 天，Cloudflare, Inc. 內部人申報 0 筆公開市場買進、23 筆賣出；2026 年第 2 季末有 1,272 家機構在 13F 申報持有，市值合計 $785.1 億；方舟投資、橡樹資本等 3 位大師持有。
2025 年第 1 季 13F 持有人
Cloudflare, Inc. 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構，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
- 891
- 較 2024 年第 4 季 +110 家
- 持有股數
- 3.03 億
- 較 2024 年第 4 季 +1,581 萬 (+5.5%)
- 總市值
- $316.0 億
- 較 2024 年第 4 季 +$20.1 億 (+6.8%)
- 新進機構
- 194
- 另有 344 家加碼
- 清倉機構
- 84
- 另有 240 家減碼
另有 14 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 NET 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,272 | $785.1 億 |
| 2026 年第 1 季 | 1,160 | $585.1 億 |
| 2025 年第 4 季 | 1,107 | $564.0 億 |
| 2025 年第 3 季 | 1,056 | $629.9 億 |
| 2025 年第 2 季 | 968 | $561.7 億 |
| 2025 年第 1 季 | 891 | $316.0 億 |
| 2024 年第 4 季 | 795 | $296.8 億 |
| 2024 年第 3 季 | 706 | $219.8 億 |
| 2024 年第 2 季 | 680 | $224.0 億 |
| 2024 年第 1 季 | 730 | $308.8 億 |
| 2023 年第 4 季 | 701 | $244.1 億 |
| 2023 年第 3 季 | 603 | $214.8 億 |
| 2023 年第 2 季 | 587 | $206.0 億 |
| 2023 年第 1 季 | 598 | $198.5 億 |
| 2022 年第 4 季 | 573 | $119.0 億 |
| 2022 年第 3 季 | 588 | $141.4 億 |
| 2022 年第 2 季 | 550 | $103.6 億 |
| 2022 年第 1 季 | 641 | $279.6 億 |
| 2021 年第 4 季 | 681 | $298.0 億 |
| 2021 年第 3 季 | 620 | $245.6 億 |
| 2021 年第 2 季 | 537 | $226.2 億 |
| 2021 年第 1 季 | 507 | $137.5 億 |
2025 年第 1 季持有機構
每家機構持有 Cloudflare, Inc. 的股數、市值與佔組合比重；股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital World Investors | 34,567,917 | $39.0 億 | 0.63% | −841,390−2.4% | 減碼 |
| Vanguard Group Inc | 30,836,909 | $34.8 億 | 0.06% | +538,850+1.8% | 加碼 |
| Baillie Gifford & Co | 27,425,821 | $30.9 億 | 2.70% | −4,458,339−14.0% | 減碼 |
| Morgan Stanley | 21,552,659 | $24.4 億 | 0.17% | −1,629,838−7.0% | 減碼 |
| BlackRock, Inc. | 20,926,778 | $24.2 億 | 0.05% | +913,125+4.6% | 加碼 |
| FMR LLC | 14,011,812 | $16.0 億 | 0.10% | +1,663,161+13.5% | 加碼 |
| Voya Investment Management LLC | 5,230,694 | $10.4 億 | 0.58% | +2,165,106+70.6% | 加碼 |
| State Street Corp | 6,560,812 | $7.65 億 | 0.03% | +53,101+0.8% | 加碼 |
| Sands Capital Management, LLC | 6,427,446 | $7.24 億 | 2.46% | −1,338,608−17.2% | 減碼 |
| Geode Capital Management, LLC | 5,266,452 | $5.92 億 | 0.05% | +363,233+7.4% | 加碼 |
| First Trust Advisors LP | 4,612,035 | $5.20 億 | 0.46% | −765,308−14.2% | 減碼 |
| Franklin Resources Inc | 3,471,678 | $4.64 億 | 0.13% | +192,977+5.9% | 加碼 |
| UBS Asset Management Americas Inc | 3,129,030 | $3.53 億 | 0.09% | +786,063+33.5% | 加碼 |
| American Century Companies Inc | 3,037,420 | $3.42 億 | 0.21% | +779,819+34.5% | 加碼 |
| Legal & General Group Plc | 3,025,948 | $3.41 億 | 0.09% | −472,151−13.5% | 減碼 |
| JPMorgan Chase & Co | 2,444,898 | $2.83 億 | 0.02% | +2,278,287+1,367.4% | 加碼 |
| Polar Capital Holdings Plc | 2,270,357 | $2.61 億 | 1.59% | −662,434−22.6% | 減碼 |
| Norges Bank | 2,255,812 | $2.54 億 | 0.04% | −61,650−2.7% | 減碼 |
| 1832 Asset Management L.P. | 2,081,400 | $2.35 億 | 0.45% | −1,068,000−33.9% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 1,981,673 | $2.23 億 | 2.92% | −257,620−11.5% | 減碼 |
| Northern Trust Corp | 1,880,888 | $2.12 億 | 0.03% | +31,745+1.7% | 加碼 |
| Invesco Ltd. | 1,475,007 | $1.69 億 | 0.03% | +396,086+36.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,407,931 | $1.59 億 | 0.11% | −67,892−4.6% | 減碼 |
| Two Sigma Investments, LP | 1,384,017 | $1.56 億 | 0.34% | +1,058,703+325.4% | 加碼 |
| Deutsche Bank AG | 1,312,267 | $1.49 億 | 0.06% | −270,523−17.1% | 減碼 |
| Tenor Capital Management Co., L.P. | – | $1.49 億 | 2.12% | – | – |
| Charles Schwab Investment Management Inc | 1,312,016 | $1.48 億 | 0.03% | +90,256+7.4% | 加碼 |
| Qube Research & Technologies Ltd | 1,270,548 | $1.43 億 | 0.22% | +1,270,548 | 新進 |
| Pictet Asset Management Holding SA | 1,254,799 | $1.41 億 | 0.16% | +375,711+42.7% | 加碼 |
| Bank of New York Mellon Corp | 1,237,248 | $1.39 億 | 0.03% | −449,124−26.6% | 減碼 |
| Lord, Abbett & Co. LLC | 887,935 | $1.38 億 | 0.49% | +153,478+20.9% | 加碼 |
| Goldman Sachs Group Inc | 1,170,385 | $1.32 億 | 0.03% | +412,502+54.4% | 加碼 |
| Strategy Capital LLC | 1,115,568 | $1.26 億 | 11.79% | −51,672−4.4% | 減碼 |
| Raymond James Financial Inc | 1,097,235 | $1.24 億 | 0.05% | +653,526+147.3% | 加碼 |
| Royal Bank of Canada | 1,043,382 | $1.21 億 | 0.03% | −171,674−14.1% | 減碼 |
| Amundi | 1,090,510 | $1.20 億 | 0.04% | +169,646+18.4% | 加碼 |
| UBS Group AG | 1,007,230 | $1.14 億 | 0.03% | −1,010,363−50.1% | 減碼 |
| Macquarie Group Ltd | 942,249 | $1.08 億 | 0.13% | +24,508+2.7% | 加碼 |
| Price T Rowe Associates Inc | 935,920 | $1.05 億 | 0.01% | +148,578+18.9% | 加碼 |
| Squarepoint Ops LLC | 813,911 | $1.02 億 | 0.25% | −227,489−21.8% | 減碼 |
| Swiss National Bank | 862,200 | $9,716 萬 | 0.07% | +2,500+0.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 837,960 | $9,443 萬 | 0.25% | −133,511−13.7% | 減碼 |
| Bamco Inc | 834,882 | $9,408 萬 | 0.28% | −62,673−7.0% | 減碼 |
| Bank of America Corp | 810,652 | $9,175 萬 | 0.01% | +159,131+24.4% | 加碼 |
| Voloridge Investment Management, LLC | 804,645 | $9,068 萬 | 0.34% | +804,645 | 新進 |
| Arrowstreet Capital, Limited Partnership | 794,456 | $8,953 萬 | 0.07% | +562,320+242.2% | 加碼 |
| Nuveen, LLC | 782,707 | $8,820 萬 | 0.03% | +782,707 | 新進 |
| Two Sigma Advisers, LP | 773,000 | $8,711 萬 | 0.20% | +683,000+758.9% | 加碼 |
| Fred Alger Management, LLC | 765,857 | $8,630 萬 | 0.49% | −168,429−18.0% | 減碼 |
| Nikko Asset Management Americas, Inc. | 729,812 | $8,224 萬 | 1.06% | −78,390−9.7% | 減碼 |
| Calamos Advisors LLC | 6,000 | $8,149 萬 | 0.39% | – | – |
| Steelhead Partners LLC | – | $8,043 萬 | 4.64% | – | – |
| Penserra Capital Management LLC | 671,088 | $7,562 萬 | 1.35% | −92,045−12.1% | 減碼 |
| Lazard Asset Management LLC | 1,377 | $7,523 萬 | 0.12% | +919+200.7% | 加碼 |
| Ameriprise Financial Inc | 616,151 | $7,452 萬 | 0.02% | +112,122+22.2% | 加碼 |
| Jane Street Group, LLC | 649,657 | $7,346 萬 | 0.13% | +626,040+2,650.8% | 加碼 |
| Select Equity Group, L.P. | 643,143 | $7,248 萬 | 0.32% | +643,143 | 新進 |
| Peregrine Capital Management LLC | 636,827 | $7,176 萬 | 2.38% | −24,855−3.8% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 604,245 | $6,809 萬 | 0.17% | −51,480−7.9% | 減碼 |
| Bessemer Group Inc | 598,080 | $6,740 萬 | 0.12% | +3,861+0.6% | 加碼 |
| Marshall Wace, LLP | 583,559 | $6,576 萬 | 0.09% | −1,051,703−64.3% | 減碼 |
| Balyasny Asset Management LLC | 127,812 | $6,518 萬 | 0.16% | −311,250−70.9% | 減碼 |
| Aristeia Capital LLC | – | $6,492 萬 | 2.01% | – | 新進 |
| Capstone Investment Advisors, LLC | 10,306 | $6,294 萬 | 0.58% | +5,953+136.8% | 加碼 |
| DeepCurrents Investment Group LLC | – | $5,828 萬 | 2.02% | – | – |
| Artisan Partners Limited Partnership | 480,003 | $5,409 萬 | 0.09% | +480,003 | 新進 |
| California Public Employees Retirement System | 467,167 | $5,265 萬 | 0.04% | +5,152+1.1% | 加碼 |
| Citadel Advisors LLC | 466,140 | $5,253 萬 | 0.05% | −1,113,688−70.5% | 減碼 |
| California State Teachers Retirement System | 464,813 | $5,238 萬 | 0.06% | +1,082+0.2% | 加碼 |
| Allen Investment Management LLC | 451,949 | $5,093 萬 | 0.59% | +37,216+9.0% | 加碼 |
| Alfreton Capital LLP | 430,000 | $4,846 萬 | 15.39% | +430,000 | 新進 |
| National Pension Service | 425,173 | $4,791 萬 | 0.05% | −6,007−1.4% | 減碼 |
| Rhumbline Advisers | 401,846 | $4,528 萬 | 0.04% | +4,195+1.1% | 加碼 |
| Dimensional Fund Advisors LP | 383,317 | $4,320 萬 | 0.01% | +21,710+6.0% | 加碼 |
| Man Group plc | 358,501 | $4,058 萬 | 0.12% | +288,533+412.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 344,957 | $3,990 萬 | 0.07% | +344,957 | 新進 |
| Great West Life Assurance Co | 344,391 | $3,883 萬 | 0.07% | −19,924−5.5% | 減碼 |
| Millennium Management LLC | 335,942 | $3,786 萬 | 0.04% | +218,530+186.1% | 加碼 |
| Mackay Shields LLC | – | $3,770 萬 | 1.21% | – | 新進 |
| AQR Capital Management LLC | 342,817 | $3,734 萬 | 0.04% | +135,637+65.5% | 加碼 |
| Twinbeech Capital LP | 328,156 | $3,698 萬 | 0.67% | +328,156 | 新進 |
| Ensign Peak Advisors, Inc | 320,717 | $3,614 萬 | 0.07% | +34,318+12.0% | 加碼 |
| Massachusetts Financial Services Co | 318,705 | $3,591 萬 | 0.01% | +318,705 | 新進 |
| Whetstone Capital Advisors, LLC | 316,960 | $3,572 萬 | 15.78% | −1,107−0.3% | 減碼 |
| NZS Capital, LLC | 299,396 | $3,374 萬 | 1.52% | +21,744+7.8% | 加碼 |
| RPG Investment Advisory, LLC | 296,862 | $3,345 萬 | 2.40% | +129,007+76.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 293,448 | $3,307 萬 | 0.07% | −5,740−1.9% | 減碼 |
| SEI Investments Co | 558,260 | $3,298 萬 | 0.04% | +339,170+154.8% | 加碼 |
| Point72 Asset Management, L.P. | 281,483 | $3,172 萬 | 0.09% | −1,125,571−80.0% | 減碼 |
| Wells Fargo & Company | 260,797 | $3,123 萬 | 0.01% | +12,794+5.2% | 加碼 |
| Capital Fund Management S.A. | 274,107 | $3,089 萬 | 0.39% | −40,680−12.9% | 減碼 |
| Alliancebernstein L.P. | 269,274 | $3,034 萬 | 0.01% | +25,049+10.3% | 加碼 |
| Alberta Investment Management Corp | 153,405 | $2,985 萬 | 0.20% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 258,329 | $2,911 萬 | 0.94% | −47,252−15.5% | 減碼 |
| Mizuho Markets Americas LLC | 258,058 | $2,908 萬 | 0.63% | +71,505+38.3% | 加碼 |
| Kodai Capital Management LP | 254,642 | $2,870 萬 | 1.14% | +118,569+87.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 254,199 | $2,865 萬 | 0.19% | +242,378+2,050.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 246,861 | $2,782 萬 | 0.03% | +23,545+10.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 245,281 | $2,764 萬 | 0.25% | +29,200+13.5% | 加碼 |
| Kames Capital plc | 239,863 | $2,701 萬 | 0.39% | −155,440−39.3% | 減碼 |