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 |
|---|---|---|---|---|---|
| Warm Springs Advisors Inc. | 12,198 | $137.5 萬 | 1.38% | −3,000−19.7% | 減碼 |
| Jackson Square Capital, LLC | 12,285 | $138.4 萬 | 0.45% | +1,038+9.2% | 加碼 |
| Acadian Asset Management LLC | 12,452 | $140.1 萬 | 0.00% | +10,502+538.6% | 加碼 |
| Farther Finance Advisors, LLC | 12,114 | $140.1 萬 | 0.04% | +291+2.5% | 加碼 |
| Investment Management Corp of Ontario | 12,508 | $141.0 萬 | 0.03% | +100+0.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 12,641 | $142.5 萬 | 0.00% | +757+6.4% | 加碼 |
| Connective Capital Management, LLC | 12,682 | $142.9 萬 | 1.32% | +12,682 | 新進 |
| Pier 88 Investment Partners LLC | 12,720 | $143.3 萬 | 0.28% | −3,200−20.1% | 減碼 |
| M&T Bank Corp | 12,729 | $143.4 萬 | 0.01% | −979−7.1% | 減碼 |
| CIBC Asset Management Inc | 12,875 | $145.1 萬 | 0.00% | +755+6.2% | 加碼 |
| Comerica Bank | 12,947 | $145.9 萬 | 0.01% | +4,091+46.2% | 加碼 |
| Grandview Asset Management LLC | 13,206 | $148.8 萬 | 0.57% | +1,234+10.3% | 加碼 |
| Hancock Whitney Corp | 13,410 | $151.1 萬 | 0.05% | +13,410 | 新進 |
| Toroso Investments, LLC | 13,423 | $151.3 萬 | 0.01% | −3,345−19.9% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 13,432 | $151.4 萬 | 0.00% | +654+5.1% | 加碼 |
| NTV Asset Management LLC | 13,700 | $154.4 萬 | 0.21% | +11,700+585.0% | 加碼 |
| Prudential Financial Inc | 13,713 | $154.5 萬 | 0.00% | +5,150+60.1% | 加碼 |
| CIBC World Markets Corp | 13,911 | $156.8 萬 | 0.01% | +140+1.0% | 加碼 |
| Maryland State Retirement & Pension System | 14,017 | $158.0 萬 | 0.04% | −1,994−12.5% | 減碼 |
| Blue Barn Wealth, LLC | 14,322 | $161.4 萬 | 0.84% | +12+0.1% | 加碼 |
| Black Swift Group, LLC | 14,350 | $161.7 萬 | 0.37% | +14,350 | 新進 |
| Manufacturers Life Insurance Company, The | 14,368 | $161.9 萬 | 0.00% | +250+1.8% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 14,458 | $162.9 萬 | 0.02% | −5,232−26.6% | 減碼 |
| Numerai GP LLC | 14,505 | $163.5 萬 | 0.31% | +14,505 | 新進 |
| Ieq Capital, LLC | 14,860 | $167.5 萬 | 0.01% | +11,214+307.6% | 加碼 |
| Azzad Asset Management Inc | 14,923 | $168.2 萬 | 0.20% | +4,130+38.3% | 加碼 |
| Soviero Asset Management, LP | 15,000 | $169.0 萬 | 1.97% | +15,000 | 新進 |
| Geneos Wealth Management Inc. | 15,112 | $170.3 萬 | 0.06% | +2,540+20.2% | 加碼 |
| Ilex Capital Partners (UK) LLP | 15,140 | $170.6 萬 | 0.07% | +15,140 | 新進 |
| Colony Group, LLC | 15,321 | $172.7 萬 | 0.00% | +1,669+12.2% | 加碼 |
| Lido Advisors, LLC | 15,566 | $175.4 萬 | 0.01% | +12,417+394.3% | 加碼 |
| ARS Investment Partners, LLC | 16,376 | $176.3 萬 | 0.16% | 00.0% | 不變 |
| SG Americas Securities, LLC | 15,695 | $176.9 萬 | 0.01% | +6,030+62.4% | 加碼 |
| Bayesian Capital Management, LP | 15,884 | $179.0 萬 | 0.30% | +15,884 | 新進 |
| MBM Wealth Consultants, LLC | 15,969 | $180.0 萬 | 0.53% | −629−3.8% | 減碼 |
| Rafferty Asset Management, LLC | 16,033 | $180.7 萬 | 0.01% | −8,007−33.3% | 減碼 |
| Motley Fool Asset Management LLC | 16,061 | $181.0 萬 | 0.10% | +11,006+217.7% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 12,509 | $181.8 萬 | 0.34% | +12,509 | 新進 |
| Global Wealth Management Investment Advisory, Inc. | 16,309 | $183.8 萬 | 0.37% | −947−5.5% | 減碼 |
| Oppenheimer & Co Inc | 16,344 | $184.2 萬 | 0.03% | +1,059+6.9% | 加碼 |
| Highland Capital Management, LLC | 16,541 | $186.4 萬 | 0.11% | +11,341+218.1% | 加碼 |
| Nia Impact Advisors, LLC | 16,594 | $187.0 萬 | 0.69% | −25,317−60.4% | 減碼 |
| Knollwood Investment Advisory, LLC | 16,800 | $189.3 萬 | 0.21% | 00.0% | 不變 |
| RFG Advisory, LLC | 16,972 | $191.3 萬 | 0.05% | +7,156+72.9% | 加碼 |
| Alps Advisors Inc | 17,205 | $193.9 萬 | 0.01% | −1,060−5.8% | 減碼 |
| Sona Asset Management (US) LLC | 17,600 | $198.3 萬 | 0.08% | +17,600 | 新進 |
| Gulf International Bank (UK) Ltd | 17,659 | $198.9 萬 | 0.07% | −4,946−21.9% | 減碼 |
| Nisa Investment Advisors, LLC | 17,675 | $199.2 萬 | 0.01% | +400+2.3% | 加碼 |
| Foundations Investment Advisors, LLC | 17,859 | $201.3 萬 | 0.04% | +574+3.3% | 加碼 |
| CI Private Wealth, LLC | 17,943 | $202.2 萬 | 0.00% | −3,592−16.7% | 減碼 |
| Profund Advisors LLC | 17,948 | $202.3 萬 | 0.09% | +5,180+40.6% | 加碼 |
| Nwi Management LP | 18,000 | $202.8 萬 | 0.27% | 00.0% | 不變 |
| AG2R la Mondiale Gestion D'Actifs | 12,264 | $203.4 萬 | 0.11% | +12,264 | 新進 |
| Mackenzie Financial Corp | 18,088 | $203.8 萬 | 0.00% | +3,447+23.5% | 加碼 |
| Leonteq Securities AG | 18,190 | $205.1 萬 | 0.16% | +12,041+195.8% | 加碼 |
| Taylor Frigon Capital Management LLC | 18,341 | $207.7 萬 | 1.24% | −17,100−48.2% | 減碼 |
| AustralianSuper Pty Ltd | 18,508 | $208.6 萬 | 0.01% | 00.0% | 不變 |
| Vident Advisory, LLC | 18,669 | $210.4 萬 | 0.03% | −8,922−32.3% | 減碼 |
| MetLife Investment Management | 18,729 | $211.1 萬 | 0.01% | +244+1.3% | 加碼 |
| Donoghue Forlines LLC | 18,856 | $212.5 萬 | 0.67% | +18,856 | 新進 |
| Credit Agricole S A | 19,178 | $216.1 萬 | 0.01% | −99,848−83.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 19,290 | $217.4 萬 | 0.02% | −72−0.4% | 減碼 |
| Silvant Capital Management LLC | 19,327 | $217.8 萬 | 0.10% | +19,327 | 新進 |
| ASR Vermogensbeheer N.V. | 19,542 | $220.2 萬 | 0.03% | +19,542 | 新進 |
| D.A. Davidson & Co. | 20,286 | $228.6 萬 | 0.02% | −789−3.7% | 減碼 |
| Blair William & Co | 20,625 | $232.4 萬 | 0.01% | +15,726+321.0% | 加碼 |
| Kentucky Retirement Systems | 20,788 | $234.3 萬 | 0.07% | +20,788 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,047 | $234.4 萬 | 0.02% | −76,377−78.4% | 減碼 |
| Moody Lynn & Lieberson, LLC | 20,936 | $235.9 萬 | 0.15% | +20,936 | 新進 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 20,970 | $236.3 萬 | 0.81% | +16,900+415.2% | 加碼 |
| Viking Fund Management LLC | 21,000 | $236.6 萬 | 0.34% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 21,122 | $238.0 萬 | 0.02% | +1,112+5.6% | 加碼 |
| Cerity Partners LLC | 21,168 | $238.5 萬 | 0.00% | +2,489+13.3% | 加碼 |
| Amalgamated Bank | 21,402 | $241.2 萬 | 0.02% | +1,400+7.0% | 加碼 |
| Independent Financial Group, LLC | 21,470 | $241.9 萬 | 0.08% | +12,950+152.0% | 加碼 |
| Sandler Capital Management | 21,593 | $243.3 萬 | 0.79% | −82,775−79.3% | 減碼 |
| Vinva Investment Management Ltd | 21,440 | $246.4 萬 | 0.10% | +6,153+40.2% | 加碼 |
| TrueMark Investments, LLC | 21,993 | $247.8 萬 | 0.65% | −1,644−7.0% | 減碼 |
| Nicholas Investment Partners, LP | 22,109 | $249.1 萬 | 0.26% | +11,519+108.8% | 加碼 |
| Consolidated Press International Holdings Ltd | 22,157 | $249.7 萬 | 0.46% | −9,573−30.2% | 減碼 |
| Norden Group LLC | 22,717 | $256.0 萬 | 0.29% | −11,706−34.0% | 減碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 22,800 | $256.9 萬 | 1.63% | +800+3.6% | 加碼 |
| SWS Partners | 22,948 | $258.6 萬 | 0.85% | −4,567−16.6% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 22,951 | $258.6 萬 | 0.05% | +22,951 | 新進 |
| BCJ Capital Management, LLC | 22,986 | $259.0 萬 | 0.19% | −137−0.6% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 23,100 | $260.3 萬 | 0.04% | −860−3.6% | 減碼 |
| Janney Montgomery Scott LLC | 23,680 | $266.8 萬 | 0.01% | −8,473−26.4% | 減碼 |
| Qsemble Capital Management, LP | 23,734 | $267.5 萬 | 0.28% | +21,821+1,140.7% | 加碼 |
| Tredje AP-fonden | 23,961 | $270.0 萬 | 0.03% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 23,971 | $270.1 萬 | 0.02% | +17,034+245.6% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 24,000 | $270.5 萬 | 0.39% | 00.0% | 不變 |
| GWM Advisors LLC | 24,122 | $271.8 萬 | 0.02% | +14,352+146.9% | 加碼 |
| Main Management ETF Advisors, LLC | 24,514 | $276.2 萬 | 0.18% | +24,514 | 新進 |
| Daiwa Securities Group Inc. | 24,652 | $277.8 萬 | 0.01% | +1,100+4.7% | 加碼 |
| Fortis Group Advisors, LLC | 24,681 | $278.1 萬 | 0.54% | +7,161+40.9% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 25,000 | $281.7 萬 | 0.36% | +25,000 | 新進 |
| Clear Harbor Asset Management, LLC | 25,160 | $283.5 萬 | 0.22% | +443+1.8% | 加碼 |
| EFG Asset Management (Americas) Corp. | 25,248 | $284.5 萬 | 0.58% | −3,509−12.2% | 減碼 |
| Federation des caisses Desjardins du Quebec | 25,326 | $285.5 萬 | 0.01% | −3,878−13.3% | 減碼 |
| Allianz Asset Management GmbH | 25,700 | $289.7 萬 | 0.00% | +1,288+5.3% | 加碼 |