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 |
|---|---|---|---|---|---|
| Twinbeech Capital LP | 328,156 | $3,698 萬 | 0.67% | +328,156 | 新進 |
| AQR Capital Management LLC | 342,817 | $3,734 萬 | 0.04% | +135,637+65.5% | 加碼 |
| Millennium Management LLC | 335,942 | $3,786 萬 | 0.04% | +218,530+186.1% | 加碼 |
| Great West Life Assurance Co | 344,391 | $3,883 萬 | 0.07% | −19,924−5.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 344,957 | $3,990 萬 | 0.07% | +344,957 | 新進 |
| Man Group plc | 358,501 | $4,040 萬 | 0.12% | +288,533+412.4% | 加碼 |
| Dimensional Fund Advisors LP | 383,317 | $4,320 萬 | 0.01% | +21,710+6.0% | 加碼 |
| Rhumbline Advisers | 401,846 | $4,528 萬 | 0.04% | +4,195+1.1% | 加碼 |
| National Pension Service | 425,173 | $4,791 萬 | 0.05% | −6,007−1.4% | 減碼 |
| Alfreton Capital LLP | 430,000 | $4,846 萬 | 15.39% | +430,000 | 新進 |
| Allen Investment Management LLC | 451,949 | $5,093 萬 | 0.59% | +37,216+9.0% | 加碼 |
| California State Teachers Retirement System | 464,813 | $5,238 萬 | 0.06% | +1,082+0.2% | 加碼 |
| Citadel Advisors LLC | 466,140 | $5,253 萬 | 0.05% | −1,113,688−70.5% | 減碼 |
| California Public Employees Retirement System | 467,167 | $5,265 萬 | 0.04% | +5,152+1.1% | 加碼 |
| Artisan Partners Limited Partnership | 480,003 | $5,409 萬 | 0.09% | +480,003 | 新進 |
| Marshall Wace, LLP | 583,559 | $6,576 萬 | 0.09% | −1,051,703−64.3% | 減碼 |
| Bessemer Group Inc | 598,080 | $6,740 萬 | 0.12% | +3,861+0.6% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 604,245 | $6,809 萬 | 0.17% | −51,480−7.9% | 減碼 |
| Peregrine Capital Management LLC | 636,827 | $7,176 萬 | 2.38% | −24,855−3.8% | 減碼 |
| Select Equity Group, L.P. | 643,143 | $7,248 萬 | 0.32% | +643,143 | 新進 |
| Jane Street Group, LLC | 649,657 | $7,321 萬 | 0.13% | +626,040+2,650.8% | 加碼 |
| Ameriprise Financial Inc | 616,151 | $7,452 萬 | 0.02% | +112,122+22.2% | 加碼 |
| Penserra Capital Management LLC | 671,088 | $7,562 萬 | 1.35% | −92,045−12.1% | 減碼 |
| Nikko Asset Management Americas, Inc. | 729,812 | $8,224 萬 | 1.06% | −78,390−9.7% | 減碼 |
| Fred Alger Management, LLC | 765,857 | $8,630 萬 | 0.49% | −168,429−18.0% | 減碼 |
| Two Sigma Advisers, LP | 773,000 | $8,711 萬 | 0.20% | +683,000+758.9% | 加碼 |
| Nuveen, LLC | 782,707 | $8,820 萬 | 0.03% | +782,707 | 新進 |
| Arrowstreet Capital, Limited Partnership | 794,456 | $8,953 萬 | 0.07% | +562,320+242.2% | 加碼 |
| Voloridge Investment Management, LLC | 804,645 | $9,068 萬 | 0.34% | +804,645 | 新進 |
| Bank of America Corp | 810,652 | $9,135 萬 | 0.01% | +159,131+24.4% | 加碼 |
| Squarepoint Ops LLC | 813,911 | $9,172 萬 | 0.22% | −227,489−21.8% | 減碼 |
| Bamco Inc | 834,882 | $9,408 萬 | 0.28% | −62,673−7.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 837,960 | $9,443 萬 | 0.25% | −133,511−13.7% | 減碼 |
| Swiss National Bank | 862,200 | $9,716 萬 | 0.07% | +2,500+0.3% | 加碼 |
| Lord, Abbett & Co. LLC | 887,935 | $1.00 億 | 0.36% | +153,478+20.9% | 加碼 |
| Price T Rowe Associates Inc | 935,920 | $1.05 億 | 0.01% | +148,578+18.9% | 加碼 |
| Macquarie Group Ltd | 942,249 | $1.06 億 | 0.13% | +24,508+2.7% | 加碼 |
| UBS Group AG | 1,007,230 | $1.14 億 | 0.03% | −1,010,363−50.1% | 減碼 |
| Amundi | 1,090,510 | $1.17 億 | 0.04% | +169,646+18.4% | 加碼 |
| Royal Bank of Canada | 1,043,382 | $1.18 億 | 0.03% | −171,674−14.1% | 減碼 |
| Raymond James Financial Inc | 1,097,235 | $1.24 億 | 0.05% | +653,526+147.3% | 加碼 |
| Strategy Capital LLC | 1,115,568 | $1.26 億 | 11.79% | −51,672−4.4% | 減碼 |
| Goldman Sachs Group Inc | 1,170,385 | $1.32 億 | 0.03% | +412,502+54.4% | 加碼 |
| Bank of New York Mellon Corp | 1,237,248 | $1.39 億 | 0.03% | −49,124−3.8% | 減碼 |
| Pictet Asset Management Holding SA | 1,254,799 | $1.41 億 | 0.16% | +375,711+42.7% | 加碼 |
| Qube Research & Technologies Ltd | 1,270,548 | $1.43 億 | 0.22% | +1,270,548 | 新進 |
| Charles Schwab Investment Management Inc | 1,312,016 | $1.48 億 | 0.03% | +90,256+7.4% | 加碼 |
| Deutsche Bank AG | 1,312,267 | $1.48 億 | 0.06% | −270,523−17.1% | 減碼 |
| Two Sigma Investments, LP | 1,384,017 | $1.56 億 | 0.34% | +1,058,703+325.4% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,407,931 | $1.59 億 | 0.11% | −67,892−4.6% | 減碼 |
| Invesco Ltd. | 1,475,007 | $1.66 億 | 0.03% | +396,086+36.7% | 加碼 |
| Northern Trust Corp | 1,880,888 | $2.12 億 | 0.03% | +31,745+1.7% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 1,981,673 | $2.23 億 | 2.92% | −257,620−11.5% | 減碼 |
| 1832 Asset Management L.P. | 2,081,400 | $2.35 億 | 0.45% | −1,068,000−33.9% | 減碼 |
| Norges Bank | 2,255,812 | $2.54 億 | 0.04% | −61,650−2.7% | 減碼 |
| Polar Capital Holdings Plc | 2,270,357 | $2.56 億 | 1.58% | −662,434−22.6% | 減碼 |
| JPMorgan Chase & Co | 2,444,898 | $2.76 億 | 0.02% | +2,278,287+1,367.4% | 加碼 |
| Voya Investment Management LLC | 2,615,347 | $2.95 億 | 0.33% | −450,241−14.7% | 減碼 |
| Legal & General Group Plc | 3,025,948 | $3.41 億 | 0.09% | −472,151−13.5% | 減碼 |
| American Century Companies Inc | 3,037,420 | $3.42 億 | 0.21% | +779,819+34.5% | 加碼 |
| UBS Asset Management Americas Inc | 3,129,030 | $3.53 億 | 0.09% | +786,063+33.5% | 加碼 |
| Franklin Resources Inc | 3,471,678 | $3.91 億 | 0.11% | +192,977+5.9% | 加碼 |
| First Trust Advisors LP | 4,612,035 | $5.20 億 | 0.46% | −765,308−14.2% | 減碼 |
| Geode Capital Management, LLC | 5,266,452 | $5.92 億 | 0.05% | +363,233+7.4% | 加碼 |
| Sands Capital Management, LLC | 6,427,446 | $7.24 億 | 2.46% | −1,338,608−17.2% | 減碼 |
| State Street Corp | 6,560,812 | $7.39 億 | 0.03% | +53,101+0.8% | 加碼 |
| FMR LLC | 14,011,812 | $15.8 億 | 0.10% | +1,663,161+13.5% | 加碼 |
| BlackRock, Inc. | 20,926,778 | $23.6 億 | 0.05% | +913,125+4.6% | 加碼 |
| Morgan Stanley | 21,552,659 | $24.3 億 | 0.17% | −1,629,838−7.0% | 減碼 |
| Baillie Gifford & Co | 27,425,821 | $30.9 億 | 2.70% | −4,458,339−14.0% | 減碼 |
| Vanguard Group Inc | 30,836,909 | $34.8 億 | 0.06% | +538,850+1.8% | 加碼 |
| Capital World Investors | 34,567,917 | $39.0 億 | 0.63% | −841,390−2.4% | 減碼 |
| Proequities, Inc. | 0 | $0 | 0.00% | −4,694−100.0% | 清倉 |
| Optimus Prime Fund Management Co., Ltd. | 0 | $0 | 0.00% | −845,000−100.0% | 清倉 |
| SW Investment Management LLC | 0 | $0 | 0.00% | −400,000−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −121,891−100.0% | 清倉 |
| Generate Investment Management Ltd | 0 | $0 | 0.00% | −120,229−100.0% | 清倉 |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −98,002−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −86,218−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −61,646−100.0% | 清倉 |
| Proem Advisors LLC | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Alight Capital Management LP | 0 | $0 | 0.00% | −40,000−100.0% | 清倉 |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −38,492−100.0% | 清倉 |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −26,023−100.0% | 清倉 |
| Groupama Asset Managment | 0 | $0 | 0.00% | – | 清倉 |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −20,015−100.0% | 清倉 |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −17,219−100.0% | 清倉 |
| Old Well Partners, LLC | 0 | $0 | 0.00% | −14,400−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,912−100.0% | 清倉 |
| United Advisor Group, LLC | 0 | $0 | 0.00% | −12,975−100.0% | 清倉 |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −12,541−100.0% | 清倉 |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −11,820−100.0% | 清倉 |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −11,126−100.0% | 清倉 |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −9,885−100.0% | 清倉 |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −9,740−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −8,328−100.0% | 清倉 |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −8,279−100.0% | 清倉 |