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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 197,463 | $2,225 萬 | 0.10% | +69,641+54.5% | 加碼 |
| Federated Hermes, Inc. | 190,455 | $2,146 萬 | 0.05% | +190,455 | 新進 |
| Capital International Sarl | 188,861 | $2,128 萬 | 0.48% | +1,277+0.7% | 加碼 |
| HSBC Holdings PLC | 189,553 | $2,123 萬 | 0.01% | +4,322+2.3% | 加碼 |
| Citigroup Inc | 176,822 | $1,993 萬 | 0.02% | +35,535+25.2% | 加碼 |
| Susquehanna International Group, LLP | 174,502 | $1,966 萬 | 0.03% | +170,956+4,821.1% | 加碼 |
| Trexquant Investment LP | 174,042 | $1,961 萬 | 0.23% | −86,168−33.1% | 減碼 |
| State of Wisconsin Investment Board | 172,135 | $1,940 萬 | 0.05% | +4,171+2.5% | 加碼 |
| Aquatic Capital Management LLC | 170,568 | $1,922 萬 | 0.49% | +170,568 | 新進 |
| Bank of Montreal | 167,920 | $1,892 萬 | 0.01% | +22,275+15.3% | 加碼 |
| 12 West Capital Management LP | 165,000 | $1,859 萬 | 2.74% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 187,373 | $1,843 萬 | 0.44% | +6,280+3.5% | 加碼 |
| APG Asset Management N.V. | 175,071 | $1,826 萬 | 0.06% | −4,200−2.3% | 減碼 |
| Hartline Investment Corp | 160,456 | $1,808 萬 | 2.41% | −103,880−39.3% | 減碼 |
| Royal London Asset Management Ltd | 160,378 | $1,807 萬 | 0.04% | +18,487+13.0% | 加碼 |
| Standard Life Aberdeen plc | 159,726 | $1,800 萬 | 0.04% | +95,574+149.0% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 157,882 | $1,779 萬 | 0.99% | −745−0.5% | 減碼 |
| Glynn Capital Management LLC | 156,909 | $1,768 萬 | 4.65% | −58,178−27.0% | 減碼 |
| Alberta Investment Management Corp | 153,405 | $1,729 萬 | 0.12% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 151,532 | $1,708 萬 | 0.01% | +142,147+1,514.6% | 加碼 |
| New York State Common Retirement Fund | 150,528 | $1,696 萬 | 0.02% | −25,135−14.3% | 減碼 |
| Storebrand Asset Management AS | 148,076 | $1,669 萬 | 0.05% | +36,246+32.4% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 146,534 | $1,651 萬 | 0.03% | −9,914−6.3% | 減碼 |
| Picton Mahoney Asset Management | 145,505 | $1,640 萬 | 0.56% | +37,488+34.7% | 加碼 |
| LPL Financial LLC | 141,740 | $1,597 萬 | 0.01% | +19,569+16.0% | 加碼 |
| Treasurer of the State of North Carolina | 139,356 | $1,570 萬 | 0.06% | +7,480+5.7% | 加碼 |
| Long Walk Management LP | 137,850 | $1,553 萬 | 5.03% | −221,150−61.6% | 減碼 |
| BNP Paribas Arbitrage, SA | 134,161 | $1,512 萬 | 0.01% | −94,009−41.2% | 減碼 |
| Parnassus Investments | 134,147 | $1,512 萬 | 0.04% | −2,996−2.2% | 減碼 |
| Handelsbanken Fonder AB | 132,701 | $1,495 萬 | 0.06% | −52,715−28.4% | 減碼 |
| Forte Capital LLC | 127,925 | $1,442 萬 | 1.71% | −3,910−3.0% | 減碼 |
| Balyasny Asset Management LLC | 127,812 | $1,440 萬 | 0.04% | −311,250−70.9% | 減碼 |
| Danske Bank A/S | 127,430 | $1,436 萬 | 0.04% | −14,196−10.0% | 減碼 |
| Capital International Ltd | 124,373 | $1,402 萬 | 0.61% | −5,132−4.0% | 減碼 |
| CIBC Private Wealth Group, LLC | 141,217 | $1,376 萬 | 0.03% | +136,185+2,706.4% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 115,526 | $1,302 萬 | 1.44% | −142,209−55.2% | 減碼 |
| Mariner, LLC | 111,871 | $1,261 萬 | 0.02% | +6,349+6.0% | 加碼 |
| Berkshire Capital Holdings Inc | 111,620 | $1,258 萬 | 6.01% | +23,050+26.0% | 加碼 |
| Erste Asset Management GmbH | 110,950 | $1,257 萬 | 0.16% | +30,000+37.1% | 加碼 |
| KLP Kapitalforvaltning AS | 110,300 | $1,243 萬 | 0.06% | +400+0.4% | 加碼 |
| Engineers Gate Manager LP | 110,182 | $1,242 萬 | 0.21% | +106,051+2,567.2% | 加碼 |
| Vontobel Holding Ltd. | 108,960 | $1,228 萬 | 0.04% | −4,396−3.9% | 減碼 |
| Twin Tree Management, LP | 108,012 | $1,217 萬 | 0.27% | +108,012 | 新進 |
| Mn Services Vermogensbeheer B.V. | 107,100 | $1,207 萬 | 0.09% | −8,300−7.2% | 減碼 |
| Capital International Inc | 105,883 | $1,193 萬 | 0.14% | −1,515−1.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 103,102 | $1,162 萬 | 0.05% | −7,730−7.0% | 減碼 |
| Nomura Asset Management Co Ltd | 103,014 | $1,161 萬 | 0.04% | +19,334+23.1% | 加碼 |
| Verition Fund Management LLC | 102,308 | $1,153 萬 | 0.07% | −32,935−24.4% | 減碼 |
| Aviva PLC | 102,259 | $1,152 萬 | 0.03% | +90,699+784.6% | 加碼 |
| RMB Capital Management, LLC | 102,051 | $1,150 萬 | 0.28% | +852+0.8% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 100,150 | $1,129 萬 | 0.07% | +2,645+2.7% | 加碼 |
| Quadrature Capital Ltd | 99,579 | $1,122 萬 | 0.25% | +99,579 | 新進 |
| La Banque Postale Asset Management SA | 98,546 | $1,111 萬 | 0.17% | −214,125−68.5% | 減碼 |
| BOCHK Asset Management Ltd | 97,155 | $1,095 萬 | 6.16% | +97,155 | 新進 |
| Resona Asset Management Co.,Ltd. | 96,411 | $1,090 萬 | 0.06% | +1,213+1.3% | 加碼 |
| Baker Chad R | 95,900 | $1,081 萬 | 2.20% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 93,775 | $1,057 萬 | 0.04% | −9,252−9.0% | 減碼 |
| Readystate Asset Management LP | 93,768 | $1,057 萬 | 0.53% | +58,089+162.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 92,280 | $1,040 萬 | 0.04% | +611+0.7% | 加碼 |
| Tudor Investment Corp Et Al | 91,525 | $1,031 萬 | 0.09% | +91,525 | 新進 |
| Arizona State Retirement System | 88,408 | $996.3 萬 | 0.06% | +61+0.1% | 加碼 |
| TD Asset Management Inc | 81,488 | $918.3 萬 | 0.01% | +2,912+3.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 81,379 | $917.1 萬 | 0.03% | −2,310−2.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 80,844 | $911.0 萬 | 0.12% | +80,844 | 新進 |
| Sentinel Trust Co Lba | 80,718 | $909.6 萬 | 1.07% | 00.0% | 不變 |
| HighTower Advisors, LLC | 80,561 | $907.8 萬 | 0.01% | −1,674−2.0% | 減碼 |
| Avalon Global Asset Management LLC | 80,400 | $906.0 萬 | 3.07% | 00.0% | 不變 |
| Susquehanna Fundamental Investments, LLC | 79,627 | $897.3 萬 | 0.15% | 00.0% | 不變 |
| Cetera Investment Advisers | 79,097 | $891.3 萬 | 0.02% | −106−0.1% | 減碼 |
| Victory Capital Management Inc | 78,459 | $884.2 萬 | 0.01% | −426−0.5% | 減碼 |
| Jump Financial, LLC | 72,057 | $812.0 萬 | 0.12% | +72,057 | 新進 |
| Truist Financial Corp | 71,548 | $806.3 萬 | 0.01% | −492−0.7% | 減碼 |
| Maytus Capital Management, LLC | 70,000 | $788.8 萬 | 2.43% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 67,975 | $766.0 萬 | 0.05% | +2,342+3.6% | 加碼 |
| Liontrust Investment Partners LLP | 66,712 | $751.8 萬 | 0.12% | −137,233−67.3% | 減碼 |
| Point72 Hong Kong Ltd | 66,065 | $744.5 萬 | 0.53% | +66,065 | 新進 |
| AXA S.A. | 65,783 | $741.3 萬 | 0.02% | +63,080+2,333.7% | 加碼 |
| Principal Financial Group Inc | 65,613 | $739.4 萬 | 0.00% | −10,872−14.2% | 減碼 |
| QRG Capital Management, Inc. | 65,151 | $734.2 萬 | 0.08% | +16,770+34.7% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 62,428 | $703.5 萬 | 0.08% | −8,700−12.2% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 62,344 | $702.6 萬 | 0.03% | +1,376+2.3% | 加碼 |
| LGT Group Foundation | 61,776 | $696.2 萬 | 0.10% | +31+0.1% | 加碼 |
| Forsta Ap-Fonden | 61,300 | $690.8 萬 | 0.05% | −2,000−3.2% | 減碼 |
| Exchange Traded Concepts, LLC | 60,144 | $677.8 萬 | 0.12% | −9,598−13.8% | 減碼 |
| Privium Fund Management B.V. | 60,000 | $676.1 萬 | 1.76% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 59,817 | $674.1 萬 | 0.01% | +1,880+3.2% | 加碼 |
| British Columbia Investment Management Corp | 58,462 | $658.8 萬 | 0.04% | +188+0.3% | 加碼 |
| Xponance, Inc. | 57,909 | $652.6 萬 | 0.06% | +2,503+4.5% | 加碼 |
| Employees Retirement System of Texas | 57,482 | $647.8 萬 | 0.06% | +5,395+10.4% | 加碼 |
| Davy Global Fund Management Ltd | 57,431 | $647.2 萬 | 0.76% | +2,662+4.9% | 加碼 |
| Oak Ridge Investments LLC | 57,037 | $642.8 萬 | 0.53% | +11,410+25.0% | 加碼 |
| Rockefeller Capital Management L.P. | 56,425 | $635.9 萬 | 0.02% | +4,054+7.7% | 加碼 |
| IFM Investors Pty Ltd | 56,178 | $633.1 萬 | 0.07% | +931+1.7% | 加碼 |
| Captrust Financial Advisors | 55,703 | $627.7 萬 | 0.02% | +7,475+15.5% | 加碼 |
| Archon Partners LLC | 55,000 | $619.8 萬 | 0.75% | +2,000+3.8% | 加碼 |
| USS Investment Management Ltd | 54,167 | $610.3 萬 | 0.05% | −54−0.1% | 減碼 |
| Slow Capital, Inc. | 54,016 | $608.7 萬 | 0.81% | +627+1.2% | 加碼 |
| Stifel Financial Corp | 53,957 | $608.0 萬 | 0.01% | +6,907+14.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 54,576 | $605.6 萬 | 0.01% | −1,408−2.5% | 減碼 |
| Vestor Capital, LLC | 53,082 | $598.2 萬 | 0.49% | +1,049+2.0% | 加碼 |