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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 1,228 家機構在 13F 申報持有，市值合計 $697.8 億；方舟投資和索羅斯基金管理兩位大師持有。

2025 年第 1 季與 2024 年第 4 季比較

持有 Cloudflare, Inc. 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人2024 年第 4 季全部持有人

NET 的 13F 持有人：2024 年第 4 季與 2025 年第 1 季比較
項目2024 年第 4 季其中尚未申報 2025 年第 1 季2025 年第 1 季變化
持有家數77214872+114
股數2.64 億79.8 萬2.64 億+110.7 萬 (+0.4%)
市值$284.2 億$8,597 萬$297.5 億+$14.2 億 (+5.0%)

14 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（190 家）

2025 年第 1 季季末持有 Cloudflare, Inc.、2024 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 190 家。

2025 年第 1 季新進 NET 的機構
機構股數市值佔組合 %
Qube Research & Technologies Ltd1,270,548$1.43 億0.22%
Voloridge Investment Management, LLC804,645$9,068 萬0.34%
Nuveen, LLC782,707$8,820 萬0.03%
Select Equity Group, L.P.643,143$7,248 萬0.32%
Artisan Partners Limited Partnership480,003$5,409 萬0.09%
Alfreton Capital LLP430,000$4,846 萬15.39%
Allspring Global Investments Holdings, LLC344,957$3,990 萬0.07%
Twinbeech Capital LP328,156$3,698 萬0.67%
Massachusetts Financial Services Co318,705$3,591 萬0.01%
Federated Hermes, Inc.190,455$2,146 萬0.05%
Aquatic Capital Management LLC170,568$1,922 萬0.49%
Twin Tree Management, LP108,012$1,217 萬0.27%
Quadrature Capital Ltd99,579$1,122 萬0.25%
BOCHK Asset Management Ltd97,155$1,095 萬6.16%
Tudor Investment Corp Et Al91,525$1,031 萬0.09%
Cubist Systematic Strategies, LLC80,844$911.0 萬0.12%
Jump Financial, LLC72,057$812.0 萬0.12%
Point72 Hong Kong Ltd66,065$744.5 萬0.53%
Walleye Trading LLC50,973$574.4 萬0.16%
Ilmarinen Mutual Pension Insurance Co50,000$563.5 萬0.05%
Andra AP-fonden45,697$515.0 萬0.08%
FORA Capital, LLC45,082$508.0 萬0.52%
AMJ Financial Wealth Management44,161$497.7 萬1.49%
Y-Intercept (Hong Kong) Ltd40,503$456.4 萬0.31%
Union Bancaire Privee, UBP SA40,846$450.6 萬0.09%
KP Management LLC35,286$397.6 萬1.53%
Banque Cantonale Vaudoise32,601$367.3 萬0.16%
OP Asset Management Ltd32,446$365.6 萬0.06%
Point72 (DIFC) Ltd30,008$338.2 萬0.33%
Oribel Capital Management, LP29,100$327.9 萬0.41%
Estate Counselors, LLC28,025$315.8 萬0.33%
IMC-Chicago, LLC27,699$312.1 萬0.12%
Entropy Technologies, LP26,044$293.5 萬0.29%
Sciencast Management LP25,800$290.7 萬0.67%
SPX Equities Gestao de Recursos Ltda25,000$281.7 萬0.36%
Main Management ETF Advisors, LLC24,514$276.2 萬0.18%
Soros Fund Management LLC大師索羅斯基金管理22,951$258.6 萬0.05%
Moody Lynn & Lieberson, LLC20,936$235.9 萬0.15%
Kentucky Retirement Systems20,788$234.3 萬0.07%
ASR Vermogensbeheer N.V.19,542$220.2 萬0.03%
Silvant Capital Management LLC19,327$217.8 萬0.10%
Donoghue Forlines LLC18,856$212.5 萬0.67%
AG2R la Mondiale Gestion D'Actifs12,264$203.4 萬0.11%
Sona Asset Management (US) LLC17,600$198.3 萬0.08%
Aster Capital Management (DIFC) Ltd12,509$181.8 萬0.34%
Bayesian Capital Management, LP15,884$179.0 萬0.30%
Ilex Capital Partners (UK) LLP15,140$170.6 萬0.07%
Soviero Asset Management, LP15,000$169.0 萬1.97%
Numerai GP LLC14,505$163.5 萬0.31%
Black Swift Group, LLC14,350$161.7 萬0.37%
Hancock Whitney Corp13,410$151.1 萬0.05%
Connective Capital Management, LLC12,682$142.9 萬1.32%
Maxi Investments CY Ltd11,457$129.1 萬0.26%
Dakota Wealth Management11,268$127.0 萬0.03%
Retireful, LLC10,929$125.6 萬1.21%
Semanteon Capital Management, LP10,250$115.5 萬0.63%
Portman Square Capital LLP10,122$114.1 萬0.16%
Board of the Pension Protection Fund9,400$105.9 萬1.21%
AXS Investments LLC9,095$102.5 萬0.28%
Virtue Capital Management, LLC8,949$100.6 萬0.12%
Kentucky Retirement Systems Insurance Trust Fund8,854$99.8 萬0.07%
Rakuten Investment Management, Inc.8,435$96.9 萬0.00%
Scientech Research LLC8,481$95.6 萬0.25%
Royal Fund Management, LLC8,136$91.7 萬0.11%
Belpointe Asset Management LLC7,787$87.8 萬0.05%
Fortis Capital Advisors, LLC7,787$87.8 萬0.18%
Clarus Wealth Advisors7,431$83.6 萬0.45%
Concurrent Investment Advisors, LLC7,019$79.1 萬0.02%
Western Wealth Management, LLC6,775$76.3 萬0.05%
Centiva Capital, LP6,682$75.3 萬0.04%
Prelude Capital Management, LLC6,625$74.7 萬0.08%
Caption Management, LLC6,300$71.0 萬0.03%
Bridgewater Advisors Inc.5,796$70.8 萬0.06%
STRS Ohio6,106$68.8 萬0.00%
Bank of Hawaii6,093$68.7 萬0.04%
Sender Co & Partners, Inc.6,080$68.5 萬0.51%
Wexford Capital LP6,000$67.6 萬0.18%
Calamos Advisors LLC6,000$67.6 萬0.00%
Boothbay Fund Management, LLC5,792$65.3 萬0.02%
LRT Capital Management, LLC5,706$64.3 萬0.44%
Kirtland Hills Capital Management, LLC5,899$63.7 萬0.39%
Hilltop Holdings Inc.5,643$63.6 萬0.04%
V2 Financial group LLC5,516$62.2 萬0.40%
D. E. Shaw & Co., Inc.5,445$61.4 萬0.00%
Magnetar Financial LLC5,335$60.1 萬0.01%
Thoroughbred Financial Services, LLC5,046$56.8 萬0.04%
Encompass More Asset Management5,026$56.6 萬0.17%
Gsa Capital Partners LLP4,945$55.7 萬0.05%
Coastal Investment Advisors, Inc.4,889$55.1 萬0.25%
Bank of Nova Scotia4,685$52.8 萬0.00%
Pacific Capital Partners Ltd4,285$48.3 萬0.31%
Dorsey & Whitney Trust CO LLC4,237$47.7 萬0.03%
BIT Capital GmbH4,129$46.5 萬0.06%
Central Pacific Bank - Trust Division4,033$45.4 萬0.06%
Main Street Financial Solutions, LLC3,929$44.3 萬0.04%
Dark Forest Capital Management LP3,893$43.9 萬0.02%
Grant Private Wealth Management Inc3,576$40.3 萬0.43%
GTS Securities LLC3,525$39.7 萬0.02%
Keybank National Association3,416$38.5 萬0.00%
Left Brain Wealth Management, LLC3,305$37.2 萬0.16%

清倉機構（76 家）

2024 年第 4 季季末持有 Cloudflare, Inc.、2025 年第 1 季有申報但已經沒有持有的機構。

2025 年第 1 季清倉 NET 的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Optimus Prime Fund Management Co., Ltd.845,000$9,099 萬
SW Investment Management LLC400,000$4,307 萬
Cinctive Capital Management LP121,891$1,313 萬
Generate Investment Management Ltd120,229$1,295 萬
Caisse de Depot Et Placement du Quebec98,002$1,055 萬
ExodusPoint Capital Management, LP86,218$928.4 萬
Woodline Partners LP61,646$663.8 萬
Proem Advisors LLC50,000$538.4 萬
Alight Capital Management LP40,000$430.7 萬
Fieldview Capital Management, LLC38,492$414.5 萬
Elo Mutual Pension Insurance Co26,023$280.2 萬
Groupama Asset Managment–$240.2 萬
Jupiter Asset Management Ltd20,015$215.5 萬
Ardsley Advisory Partners LP20,000$214.0 萬
Wolverine Trading, LLC17,219$187.7 萬
Old Well Partners, LLC14,400$155.1 萬
Virtu Financial LLC13,912$149.8 萬
United Advisor Group, LLC12,975$139.7 萬
Polymer Capital Management (HK) LTD12,541$135.0 萬
Bradley Foster & Sargent Inc12,000$129.2 萬
Bryce Point Capital, LLC11,820$127.3 萬
WCG Wealth Advisors LLC11,126$119.8 萬
Tairen Capital Ltd10,000$107.7 萬
Atom Investors LP9,885$106.4 萬
Meitav Dash Investments Ltd9,740$106.2 萬
Quantitative Investment Management, LLC8,328$89.6 萬
Achmea Investment Management B.V.8,279$89.2 萬
Harbor Capital Advisors, Inc.8,054$86.7 萬
Texas Treasury Safekeeping Trust Co7,926$85.3 萬
LVW Advisors, LLC6,668$71.8 萬
Clare Market Investments LLC6,515$70.2 萬
Moloney Securities Asset Management, LLC5,725$61.6 萬
Rathbone Brothers plc5,601$60.3 萬
Flow Traders U.S. LLC5,497$59.2 萬
Graham Capital Management, L.P.5,419$58.4 萬
Proequities, Inc.4,694$57.8 萬
Moore Capital Management, LP5,244$56.5 萬
Bleakley Financial Group, LLC4,199$45.2 萬
Voleon Capital Management LP3,976$42.8 萬
Terry L. Blaker3,648$39.3 萬
Harvest Investment Services, LLC3,595$38.7 萬
Optiver Holding B.V.3,384$36.4 萬
Nkcfo LLC3,000$32.3 萬
Two Sigma Securities, LLC2,963$31.9 萬
Farringdon Capital, Ltd.2,922$31.5 萬
Baxter Bros Inc2,750$29.6 萬
E Fund Management Co., Ltd.2,569$27.7 萬
Keystone Investors Pte Ltd2,465$26.5 萬
Bridgefront Capital, LLC2,255$24.3 萬
IPG Investment Advisors LLC2,220$23.9 萬
Savant Capital, LLC2,197$23.7 萬
Oversea-Chinese Banking CORP Ltd2,088$23.1 萬
Campbell & CO Investment Adviser LLC2,115$22.8 萬
Marex Group plc1,913$20.6 萬
Point72 Asia (Singapore) Pte. Ltd.1,513$16.3 萬
Oarsman Capital, Inc.760$8.18 萬
Financial Life Planners756$8.14 萬
Tobam525$5.70 萬
Credit Industriel Et Commercial360$3.88 萬
Venturi Wealth Management, LLC269$2.90 萬
Nelson, Van Denburg & Campbell Wealth Management Group, LLC198$2.13 萬
Global X Japan Co., Ltd.155$1.67 萬
New Wave Wealth Advisors LLC130$1.40 萬
FPC Investment Advisory, Inc.72$9,965
Elequin Capital LP73$7,861
Vista Private Wealth Partners. LLC53$5,708
Bank of Jackson Hole Trust50$5,384
Hall Laurie J Trustee50$5,000
VSM Wealth Advisory, LLC45$4,846
Tradewinds Capital Management, LLC30$3,231
Brown, Lisle/Cummings, Inc.30$3,230
Valued Wealth Advisors LLC25$2,692
Raleigh Capital Management Inc.10$1,077
Winthrop Capital Management, LLC13$1,000
Tucker Asset Management LLC6$646
Kohmann Bosshard Financial Services, LLC3$323

尚未申報 2025 年第 1 季的機構（14 家）

2024 年第 4 季季末持有 Cloudflare, Inc.、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 4 季持有 NET、尚未申報 2025 年第 1 季的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Nuveen Asset Management, LLC709,592$7,641 萬
Executive Wealth Management, LLC31,335$337.4 萬
Swedbank AB27,043$291.2 萬
Avitas Wealth Management LLC13,593$146.4 萬
Vise Technologies, Inc.3,870$41.7 萬
Chesapeake Capital Corp3,245$34.9 萬
Oxford Wealth Group, LLC2,701$29.1 萬
Mosley Wealth Management1,915$26.1 萬
Wetherby Asset Management Inc2,392$25.8 萬
Householder Group Estate & Retirement Specialist, LLC1,520$16.3 萬
Global Retirement Partners, LLC652$7.02 萬
WR Wealth Planners, LLC30$3,230
Cassady Schiller Wealth Management, LLC19$2,046
Zions Bancorporation, N.A.15$1,615