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 |
|---|---|---|---|---|---|
| DnB Asset Management AS | 52,444 | $591.0 萬 | 0.03% | +1,051+2.0% | 加碼 |
| Davis-Rea Ltd. | 51,326 | $578.4 萬 | 1.54% | −56,600−52.4% | 減碼 |
| Walleye Trading LLC | 50,973 | $574.4 萬 | 0.16% | +50,973 | 新進 |
| Lyell Wealth Management, LP | 50,748 | $571.9 萬 | 0.53% | +3,190+6.7% | 加碼 |
| Utah Retirement Systems | 50,393 | $567.9 萬 | 0.07% | +831+1.7% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 50,000 | $563.5 萬 | 0.05% | +50,000 | 新進 |
| KBC Group NV | 49,451 | $557.3 萬 | 0.02% | +8,796+21.6% | 加碼 |
| Quantinno Capital Management LP | 48,322 | $544.5 萬 | 0.04% | +8,747+22.1% | 加碼 |
| Square Peg Capital Pty Ltd | 46,617 | $525.3 萬 | 4.68% | −20,391−30.4% | 減碼 |
| Toronto Dominion Bank | 45,948 | $517.8 萬 | 0.01% | +6,185+15.6% | 加碼 |
| Andra AP-fonden | 45,697 | $515.0 萬 | 0.08% | +45,697 | 新進 |
| Creative Planning | 45,268 | $510.1 萬 | 0.00% | +11,571+34.3% | 加碼 |
| FORA Capital, LLC | 45,082 | $508.0 萬 | 0.52% | +45,082 | 新進 |
| Teacher Retirement System of Texas | 44,679 | $503.5 萬 | 0.02% | +41,832+1,469.3% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 44,411 | $500.5 萬 | 0.05% | +804+1.8% | 加碼 |
| AMJ Financial Wealth Management | 44,161 | $497.7 萬 | 1.49% | +44,161 | 新進 |
| Ambassador Advisors, LLC | 43,868 | $494.3 萬 | 0.86% | −1,894−4.1% | 減碼 |
| AIA Group Ltd | 42,954 | $484.0 萬 | 0.12% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 41,978 | $473.0 萬 | 0.01% | +9,003+27.3% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 40,503 | $456.4 萬 | 0.31% | +40,503 | 新進 |
| JustInvest LLC | 40,159 | $452.5 萬 | 0.07% | +5,907+17.2% | 加碼 |
| Union Bancaire Privee, UBP SA | 40,846 | $450.6 萬 | 0.09% | +40,846 | 新進 |
| Nordea Investment Management AB | 40,368 | $437.9 萬 | 0.00% | +592+1.5% | 加碼 |
| Ci Investments Inc. | 38,517 | $434.0 萬 | 0.02% | +7,180+22.9% | 加碼 |
| Private Advisory Group LLC | 38,227 | $430.8 萬 | 0.49% | +1,881+5.2% | 加碼 |
| Robeco Schweiz AG | 38,000 | $428.2 萬 | 0.11% | 00.0% | 不變 |
| Interval Partners, LP | 37,914 | $427.3 萬 | 0.15% | +7,333+24.0% | 加碼 |
| Bearing Point Capital, LLC | 37,224 | $419.5 萬 | 0.89% | +8,668+30.4% | 加碼 |
| Nissay Asset Management Corp | 37,005 | $417.0 萬 | 0.03% | +628+1.7% | 加碼 |
| Atika Capital Management LLC | 36,000 | $405.7 萬 | 0.62% | −35,800−49.9% | 減碼 |
| Assetmark, Inc | 35,707 | $402.4 萬 | 0.01% | +4,988+16.2% | 加碼 |
| Robocap Asset Management Ltd | 35,636 | $401.6 萬 | 3.00% | −28,446−44.4% | 減碼 |
| CIBC World Markets Inc. | 35,510 | $400.2 萬 | 0.01% | −12,820−26.5% | 減碼 |
| KP Management LLC | 35,286 | $397.6 萬 | 1.53% | +35,286 | 新進 |
| Walleye Capital LLC | 35,051 | $395.0 萬 | 0.04% | −5,439−13.4% | 減碼 |
| Y.D. More Investments Ltd | 27,960 | $385.9 萬 | 0.34% | −4,061−12.7% | 減碼 |
| Strategic Planning Group, LLC | 33,962 | $382.7 萬 | 0.75% | −15,679−31.6% | 減碼 |
| Evercore Wealth Management, LLC | 33,500 | $377.5 萬 | 0.06% | −8,000−19.3% | 減碼 |
| MML Investors Services, LLC | 33,189 | $374.0 萬 | 0.01% | +2,531+8.3% | 加碼 |
| Fifth Third Wealth Advisors LLC | 33,091 | $372.9 萬 | 0.19% | 00.0% | 不變 |
| US Bancorp | 33,043 | $372.4 萬 | 0.00% | −2,785−7.8% | 減碼 |
| Banque Cantonale Vaudoise | 32,601 | $367.3 萬 | 0.16% | +32,601 | 新進 |
| OP Asset Management Ltd | 32,446 | $365.6 萬 | 0.06% | +32,446 | 新進 |
| O'Shaughnessy Asset Management, LLC | 32,414 | $365.3 萬 | 0.03% | +8,422+35.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 32,268 | $363.6 萬 | 0.01% | +1,616+5.3% | 加碼 |
| Soltis Investment Advisors LLC | 31,671 | $356.9 萬 | 0.32% | +95+0.3% | 加碼 |
| Ethic Inc. | 30,449 | $352.2 萬 | 0.07% | +2,332+8.3% | 加碼 |
| EFG Asset Management (North America) Corp. | 31,153 | $351.0 萬 | 0.58% | −1,553−4.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 30,755 | $346.6 萬 | 0.01% | 00.0% | 不變 |
| Lountzis Asset Management, LLC | 28,558 | $345.6 萬 | 1.31% | −434−1.5% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 29,688 | $341.2 萬 | 0.04% | +9,104+44.2% | 加碼 |
| Point72 (DIFC) Ltd | 30,008 | $338.2 萬 | 0.33% | +30,008 | 新進 |
| Oribel Capital Management, LP | 29,100 | $327.9 萬 | 0.41% | +29,100 | 新進 |
| Mercer Global Advisors Inc | 29,054 | $327.4 萬 | 0.01% | +1,489+5.4% | 加碼 |
| Pathstone Holdings, LLC | 28,032 | $315.9 萬 | 0.01% | +1,269+4.7% | 加碼 |
| Estate Counselors, LLC | 28,025 | $315.8 萬 | 0.33% | +28,025 | 新進 |
| Wolverine Asset Management LLC | 28,002 | $315.6 萬 | 0.06% | +22,812+439.5% | 加碼 |
| Jasper Ridge Partners, L.P. | 27,835 | $313.7 萬 | 0.10% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 27,757 | $312.8 萬 | 0.03% | −258−0.9% | 減碼 |
| IMC-Chicago, LLC | 27,699 | $312.1 萬 | 0.12% | +27,699 | 新進 |
| Perigon Wealth Management, LLC | 27,600 | $311.0 萬 | 0.08% | +15,487+127.9% | 加碼 |
| Wealthfront Advisers LLC | 27,447 | $309.3 萬 | 0.01% | +1,008+3.8% | 加碼 |
| Independent Advisor Alliance | 27,131 | $305.7 萬 | 0.10% | −1,161−4.1% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 27,048 | $304.8 萬 | 0.62% | −710−2.6% | 減碼 |
| Advisor Group Holdings, Inc. | 27,044 | $304.8 萬 | 0.01% | +12,248+82.8% | 加碼 |
| Kestra Advisory Services, LLC | 26,792 | $301.9 萬 | 0.01% | +2,359+9.7% | 加碼 |
| Sepio Capital, LP | 26,676 | $300.6 萬 | 0.24% | −1,680−5.9% | 減碼 |
| TownSquare Capital, LLC | 26,337 | $296.8 萬 | 0.03% | −10,465−28.4% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 25,679 | $295.1 萬 | 0.01% | +2,500+10.8% | 加碼 |
| Janus Henderson Group PLC | 25,599 | $294.1 萬 | 0.00% | +3,568+16.2% | 加碼 |
| Entropy Technologies, LP | 26,044 | $293.5 萬 | 0.29% | +26,044 | 新進 |
| Sciencast Management LP | 25,800 | $290.7 萬 | 0.67% | +25,800 | 新進 |
| Allianz Asset Management GmbH | 25,700 | $289.7 萬 | 0.00% | +1,288+5.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 25,326 | $285.5 萬 | 0.01% | −3,878−13.3% | 減碼 |
| EFG Asset Management (Americas) Corp. | 25,248 | $284.5 萬 | 0.58% | −3,509−12.2% | 減碼 |
| Clear Harbor Asset Management, LLC | 25,160 | $283.5 萬 | 0.22% | +443+1.8% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 25,000 | $281.7 萬 | 0.36% | +25,000 | 新進 |
| Fortis Group Advisors, LLC | 24,681 | $278.1 萬 | 0.54% | +7,161+40.9% | 加碼 |
| Daiwa Securities Group Inc. | 24,652 | $277.8 萬 | 0.01% | +1,100+4.7% | 加碼 |
| Main Management ETF Advisors, LLC | 24,514 | $276.2 萬 | 0.18% | +24,514 | 新進 |
| GWM Advisors LLC | 24,122 | $271.8 萬 | 0.02% | +14,352+146.9% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 24,000 | $270.5 萬 | 0.39% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 23,971 | $270.1 萬 | 0.02% | +17,034+245.6% | 加碼 |
| Tredje AP-fonden | 23,961 | $270.0 萬 | 0.03% | 00.0% | 不變 |
| Qsemble Capital Management, LP | 23,734 | $267.5 萬 | 0.28% | +21,821+1,140.7% | 加碼 |
| Janney Montgomery Scott LLC | 23,680 | $266.8 萬 | 0.01% | −8,473−26.4% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 23,100 | $260.3 萬 | 0.04% | −860−3.6% | 減碼 |
| BCJ Capital Management, LLC | 22,986 | $259.0 萬 | 0.19% | −137−0.6% | 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 |
| SWS Partners | 22,948 | $258.6 萬 | 0.85% | −4,567−16.6% | 減碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 22,800 | $256.9 萬 | 1.63% | +800+3.6% | 加碼 |
| Norden Group LLC | 22,717 | $256.0 萬 | 0.29% | −11,706−34.0% | 減碼 |
| Consolidated Press International Holdings Ltd | 22,157 | $249.7 萬 | 0.46% | −9,573−30.2% | 減碼 |
| Nicholas Investment Partners, LP | 22,109 | $249.1 萬 | 0.26% | +11,519+108.8% | 加碼 |
| TrueMark Investments, LLC | 21,993 | $247.8 萬 | 0.65% | −1,644−7.0% | 減碼 |
| Vinva Investment Management Ltd | 21,440 | $246.4 萬 | 0.10% | +6,153+40.2% | 加碼 |
| Sandler Capital Management | 21,593 | $243.3 萬 | 0.79% | −82,775−79.3% | 減碼 |
| Independent Financial Group, LLC | 21,470 | $241.9 萬 | 0.08% | +12,950+152.0% | 加碼 |
| Amalgamated Bank | 21,402 | $241.2 萬 | 0.02% | +1,400+7.0% | 加碼 |
| Cerity Partners LLC | 21,168 | $238.5 萬 | 0.00% | +2,489+13.3% | 加碼 |