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 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
- 872
- 較 2024 年第 4 季 +114 家
- 持有股數
- 2.64 億
- 較 2024 年第 4 季 +110.7 萬 (+0.4%)
- 總市值
- $297.5 億
- 較 2024 年第 4 季 +$14.2 億 (+5.0%)
- 新進機構
- 190
- 另有 344 家加碼
- 清倉機構
- 76
- 另有 238 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 | 1,228 | $697.8 億 |
| 2026 年第 1 季 | 1,139 | $570.6 億 |
| 2025 年第 4 季 | 1,091 | $548.2 億 |
| 2025 年第 3 季 | 1,039 | $591.4 億 |
| 2025 年第 2 季 | 947 | $543.2 億 |
| 2025 年第 1 季 | 872 | $297.5 億 |
| 2024 年第 4 季 | 772 | $284.2 億 |
| 2024 年第 3 季 | 680 | $207.3 億 |
| 2024 年第 2 季 | 652 | $211.1 億 |
| 2024 年第 1 季 | 709 | $241.7 億 |
| 2023 年第 4 季 | 678 | $207.4 億 |
| 2023 年第 3 季 | 573 | $158.0 億 |
| 2023 年第 2 季 | 560 | $160.4 億 |
| 2023 年第 1 季 | 572 | $150.7 億 |
| 2022 年第 4 季 | 550 | $109.3 億 |
| 2022 年第 3 季 | 563 | $128.5 億 |
| 2022 年第 2 季 | 550 | $103.4 億 |
| 2022 年第 1 季 | 641 | $279.6 億 |
| 2021 年第 4 季 | 681 | $297.7 億 |
| 2021 年第 3 季 | 620 | $245.6 億 |
| 2021 年第 2 季 | 537 | $226.1 億 |
| 2021 年第 1 季 | 507 | $137.4 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 |
|---|---|---|---|---|---|
| STRS Ohio | 6,106 | $68.8 萬 | 0.00% | +6,106 | 新進 |
| Putney Financial Group LLC | 6,192 | $69.8 萬 | 0.73% | +30+0.5% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 6,241 | $70.3 萬 | 0.03% | −67−1.1% | 減碼 |
| Bridgewater Advisors Inc. | 5,796 | $70.8 萬 | 0.06% | +5,796 | 新進 |
| Caption Management, LLC | 6,300 | $71.0 萬 | 0.03% | +6,300 | 新進 |
| Brinker Capital Investments, LLC | 6,372 | $71.8 萬 | 0.01% | +4,364+217.3% | 加碼 |
| Orion Portfolio Solutions, LLC | 6,372 | $71.8 萬 | 0.01% | +4,364+217.3% | 加碼 |
| Assenagon Asset Management S.A. | 6,458 | $72.8 萬 | 0.00% | +1,677+35.1% | 加碼 |
| Prime Capital Investment Advisors, LLC | 6,462 | $72.8 萬 | 0.01% | +456+7.6% | 加碼 |
| Meridian Wealth Management, LLC | 6,508 | $73.3 萬 | 0.04% | −509−7.3% | 減碼 |
| Pitcairn Co | 6,527 | $73.6 萬 | 0.04% | −740−10.2% | 減碼 |
| Mediolanum International Funds Ltd | 6,417 | $73.7 萬 | 0.01% | −2,830−30.6% | 減碼 |
| Brown Advisory Inc | 6,544 | $73.7 萬 | 0.00% | +4,263+186.9% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 6,597 | $74.3 萬 | 0.00% | −2,273−25.6% | 減碼 |
| Prelude Capital Management, LLC | 6,625 | $74.7 萬 | 0.08% | +6,625 | 新進 |
| Stratos Wealth Partners, LTD. | 6,627 | $74.7 萬 | 0.01% | +44+0.7% | 加碼 |
| Empowered Funds, LLC | 6,656 | $75.0 萬 | 0.01% | +1,696+34.2% | 加碼 |
| Centiva Capital, LP | 6,682 | $75.3 萬 | 0.04% | +6,682 | 新進 |
| Avantax Advisory Services, Inc. | 6,702 | $75.5 萬 | 0.00% | −483−6.7% | 減碼 |
| Thoma Capital Management LLC | 6,770 | $76.3 萬 | 0.53% | +80+1.2% | 加碼 |
| Western Wealth Management, LLC | 6,775 | $76.3 萬 | 0.05% | +6,775 | 新進 |
| Vestmark Advisory Solutions, Inc. | 6,964 | $78.5 萬 | 0.02% | +2,812+67.7% | 加碼 |
| MYDA Advisors LLC | 7,000 | $78.9 萬 | 0.28% | −11,000−61.1% | 減碼 |
| Concurrent Investment Advisors, LLC | 7,019 | $79.1 萬 | 0.02% | +7,019 | 新進 |
| Atria Wealth Solutions, Inc. | 7,042 | $79.4 萬 | 0.01% | −460−6.1% | 減碼 |
| LJI Wealth Management, LLC | 7,100 | $80.0 萬 | 0.16% | 00.0% | 不變 |
| Change Path, LLC | 7,237 | $81.6 萬 | 0.02% | +255+3.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 7,239 | $81.6 萬 | 0.00% | +1,163+19.1% | 加碼 |
| Altrafin AG | 7,275 | $82.0 萬 | 0.32% | +775+11.9% | 加碼 |
| Financial Advisory Service, Inc. | 7,292 | $82.2 萬 | 0.07% | −618−7.8% | 減碼 |
| Clarus Wealth Advisors | 7,431 | $83.6 萬 | 0.45% | +7,431 | 新進 |
| Metis Global Partners, LLC | 7,496 | $84.5 萬 | 0.02% | +3,317+79.4% | 加碼 |
| BNP Paribas | 7,530 | $84.9 萬 | 0.04% | +2,950+64.4% | 加碼 |
| Ofi Invest Asset Management | 8,285 | $86.4 萬 | 0.02% | +3,237+64.1% | 加碼 |
| Institute for Wealth Management, LLC. | 7,681 | $86.6 萬 | 0.11% | −627−7.5% | 減碼 |
| Belpointe Asset Management LLC | 7,787 | $87.8 萬 | 0.05% | +7,787 | 新進 |
| Fortis Capital Advisors, LLC | 7,787 | $87.8 萬 | 0.18% | +7,787 | 新進 |
| Advisory Services Network, LLC | 7,922 | $89.3 萬 | 0.02% | +3,976+100.8% | 加碼 |
| Barings LLC | 8,025 | $90.4 萬 | 0.02% | −1,632−16.9% | 減碼 |
| MAI Capital Management | 8,052 | $90.7 萬 | 0.01% | −101−1.2% | 減碼 |
| OV Management LLC | 8,087 | $91.1 萬 | 0.43% | −57−0.7% | 減碼 |
| Royal Fund Management, LLC | 8,136 | $91.7 萬 | 0.11% | +8,136 | 新進 |
| Capital Market Strategies LLC | 8,138 | $91.7 萬 | 0.61% | +2,127+35.4% | 加碼 |
| Peapack Gladstone Financial Corp | 8,280 | $93.3 萬 | 0.01% | +1,360+19.7% | 加碼 |
| Wellington Management Group LLP | 8,382 | $94.5 萬 | 0.00% | +2,452+41.3% | 加碼 |
| Scientech Research LLC | 8,481 | $95.6 萬 | 0.25% | +8,481 | 新進 |
| Western Financial Corp | 8,527 | $96.1 萬 | 0.56% | −3,519−29.2% | 減碼 |
| Rakuten Investment Management, Inc. | 8,435 | $96.9 萬 | 0.00% | +8,435 | 新進 |
| Keystone Wealth Services, LLC | 8,655 | $97.5 萬 | 0.26% | −693−7.4% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 8,782 | $99.0 萬 | 0.07% | +1,125+14.7% | 加碼 |
| Advisory Resource Group | 8,795 | $99.1 萬 | 0.20% | −908−9.4% | 減碼 |
| Atlas Brown,Inc. | 8,847 | $99.7 萬 | 0.35% | +344+4.0% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 8,854 | $99.8 萬 | 0.07% | +8,854 | 新進 |
| Natixis | 9,080 | $100.2 萬 | 0.01% | −11,304−55.5% | 減碼 |
| Jones Financial Companies LLLP | 8,746 | $100.5 萬 | 0.00% | +3,722+74.1% | 加碼 |
| Virtue Capital Management, LLC | 8,949 | $100.6 萬 | 0.12% | +8,949 | 新進 |
| Integrated Wealth Concepts LLC | 8,945 | $100.8 萬 | 0.01% | −123−1.4% | 減碼 |
| Green Alpha Advisors, LLC | 9,036 | $101.8 萬 | 1.09% | −501−5.3% | 減碼 |
| AXS Investments LLC | 9,095 | $102.5 萬 | 0.28% | +9,095 | 新進 |
| Westwood Holdings Group Inc. | 9,285 | $104.6 萬 | 0.01% | −2,111−18.5% | 減碼 |
| Newbridge Financial Services Group, Inc. | 9,348 | $105.3 萬 | 0.26% | +2,788+42.5% | 加碼 |
| Everence Capital Management Inc | 9,380 | $105.7 萬 | 0.07% | +1,920+25.7% | 加碼 |
| Board of the Pension Protection Fund | 9,400 | $105.9 萬 | 1.21% | +9,400 | 新進 |
| Ocean Capital Management, LLC | 9,608 | $108.3 萬 | 0.26% | +5,240+120.0% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 9,801 | $110.4 萬 | 0.01% | −2,335−19.2% | 減碼 |
| Brandywine Managers, LLC | 9,906 | $111.6 萬 | 1.34% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 9,908 | $111.7 萬 | 0.44% | +2,623+36.0% | 加碼 |
| Afg Fiduciary Services Limited Partnership | 9,954 | $112.0 萬 | 0.82% | −56−0.6% | 減碼 |
| Northwest & Ethical Investments L.P. | 9,969 | $112.2 萬 | 0.03% | +7,319+276.2% | 加碼 |
| Signaturefd, LLC | 10,062 | $113.4 萬 | 0.02% | −149−1.5% | 減碼 |
| Steel Peak Wealth Management LLC | 10,082 | $113.6 萬 | 0.05% | +46+0.5% | 加碼 |
| Portman Square Capital LLP | 10,122 | $114.1 萬 | 0.16% | +10,122 | 新進 |
| Cresset Asset Management, LLC | 10,227 | $115.2 萬 | 0.01% | +190+1.9% | 加碼 |
| Semanteon Capital Management, LP | 10,250 | $115.5 萬 | 0.63% | +10,250 | 新進 |
| Commerce Bank | 10,293 | $116.0 萬 | 0.01% | +20+0.2% | 加碼 |
| Capstone Investment Advisors, LLC | 10,306 | $116.1 萬 | 0.01% | +5,953+136.8% | 加碼 |
| Intech Investment Management LLC | 10,320 | $116.3 萬 | 0.01% | −3,922−27.5% | 減碼 |
| Titleist Asset Management, LLC | 10,330 | $116.4 萬 | 0.14% | −20,667−66.7% | 減碼 |
| SBI Securities Co., Ltd. | 10,342 | $116.5 萬 | 0.04% | −374−3.5% | 減碼 |
| Dynamic Technology Lab Private Ltd | 10,560 | $119.0 萬 | 0.17% | +990+10.3% | 加碼 |
| Proactive Wealth Strategies LLC | 10,615 | $119.6 萬 | 0.64% | −305−2.8% | 減碼 |
| Park Avenue Securities LLC | 10,652 | $120.0 萬 | 0.01% | +578+5.7% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 10,688 | $120.4 萬 | 0.04% | 00.0% | 不變 |
| Omers Administration Corp | 10,715 | $120.7 萬 | 0.01% | −1,763−14.1% | 減碼 |
| Joel Isaacson & Co., LLC | 10,875 | $122.6 萬 | 0.06% | +3,926+56.5% | 加碼 |
| Generali Asset Management SPA SGR | 10,989 | $123.8 萬 | 0.03% | +465+4.4% | 加碼 |
| Retireful, LLC | 10,929 | $125.6 萬 | 1.21% | +10,929 | 新進 |
| National Bank of Canada | 11,200 | $126.2 萬 | 0.00% | +2,550+29.5% | 加碼 |
| Dakota Wealth Management | 11,268 | $127.0 萬 | 0.03% | +11,268 | 新進 |
| Dai-Ichi Life Insurance Company, Ltd | 11,357 | $128.0 萬 | 0.04% | 00.0% | 不變 |
| Maxi Investments CY Ltd | 11,457 | $129.1 萬 | 0.26% | +11,457 | 新進 |
| Allstate Corp | 11,471 | $129.3 萬 | 0.04% | +2,537+28.4% | 加碼 |
| CWM, LLC | 11,692 | $131.8 萬 | 0.01% | +283+2.5% | 加碼 |
| Castle Rock Wealth Management, LLC | 11,714 | $133.2 萬 | 0.36% | −3,760−24.3% | 減碼 |
| Sanctuary Advisors, LLC | 11,825 | $133.3 萬 | 0.01% | −285−2.4% | 減碼 |
| Malaga Cove Capital, LLC | 12,037 | $135.6 萬 | 0.59% | +2,116+21.3% | 加碼 |
| Mission Wealth Management, LP | 12,093 | $136.3 萬 | 0.03% | +7,435+159.6% | 加碼 |
| Summit Trail Advisors, LLC | 12,104 | $136.4 萬 | 0.04% | +266+2.2% | 加碼 |
| Aigen Investment Management, LP | 12,119 | $136.6 萬 | 0.22% | +5,859+93.6% | 加碼 |
| Wealthedge Investment Advisors, LLC | 12,132 | $136.7 萬 | 0.62% | +4,755+64.5% | 加碼 |