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 |
|---|---|---|---|---|---|
| Portman Square Capital LLP | 10,122 | $114.1 萬 | 0.16% | +10,122 | 新進 |
| Steel Peak Wealth Management LLC | 10,082 | $113.6 萬 | 0.05% | +46+0.5% | 加碼 |
| Signaturefd, LLC | 10,062 | $113.4 萬 | 0.02% | −149−1.5% | 減碼 |
| Northwest & Ethical Investments L.P. | 9,969 | $112.2 萬 | 0.03% | +7,319+276.2% | 加碼 |
| Afg Fiduciary Services Limited Partnership | 9,954 | $112.0 萬 | 0.82% | −56−0.6% | 減碼 |
| Blueshift Asset Management, LLC | 9,908 | $111.7 萬 | 0.44% | +2,623+36.0% | 加碼 |
| Brandywine Managers, LLC | 9,906 | $111.6 萬 | 1.34% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 9,801 | $110.4 萬 | 0.01% | −2,335−19.2% | 減碼 |
| Ocean Capital Management, LLC | 9,608 | $108.3 萬 | 0.26% | +5,240+120.0% | 加碼 |
| Board of the Pension Protection Fund | 9,400 | $105.9 萬 | 1.21% | +9,400 | 新進 |
| Everence Capital Management Inc | 9,380 | $105.7 萬 | 0.07% | +1,920+25.7% | 加碼 |
| Newbridge Financial Services Group, Inc. | 9,348 | $105.3 萬 | 0.26% | +2,788+42.5% | 加碼 |
| Westwood Holdings Group Inc. | 9,285 | $104.6 萬 | 0.01% | −2,111−18.5% | 減碼 |
| AXS Investments LLC | 9,095 | $102.5 萬 | 0.28% | +9,095 | 新進 |
| Green Alpha Advisors, LLC | 9,036 | $101.8 萬 | 1.09% | −501−5.3% | 減碼 |
| Integrated Wealth Concepts LLC | 8,945 | $100.8 萬 | 0.01% | −123−1.4% | 減碼 |
| Virtue Capital Management, LLC | 8,949 | $100.6 萬 | 0.12% | +8,949 | 新進 |
| Jones Financial Companies LLLP | 8,746 | $100.5 萬 | 0.00% | +3,722+74.1% | 加碼 |
| Natixis | 9,080 | $100.2 萬 | 0.01% | −11,304−55.5% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 8,854 | $99.8 萬 | 0.07% | +8,854 | 新進 |
| Atlas Brown,Inc. | 8,847 | $99.7 萬 | 0.35% | +344+4.0% | 加碼 |
| Advisory Resource Group | 8,795 | $99.1 萬 | 0.20% | −908−9.4% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 8,782 | $99.0 萬 | 0.07% | +1,125+14.7% | 加碼 |
| Keystone Wealth Services, LLC | 8,655 | $97.5 萬 | 0.26% | −693−7.4% | 減碼 |
| Rakuten Investment Management, Inc. | 8,435 | $96.9 萬 | 0.00% | +8,435 | 新進 |
| Western Financial Corp | 8,527 | $96.1 萬 | 0.56% | −3,519−29.2% | 減碼 |
| Scientech Research LLC | 8,481 | $95.6 萬 | 0.25% | +8,481 | 新進 |
| Wellington Management Group LLP | 8,382 | $94.5 萬 | 0.00% | +2,452+41.3% | 加碼 |
| Peapack Gladstone Financial Corp | 8,280 | $93.3 萬 | 0.01% | +1,360+19.7% | 加碼 |
| Capital Market Strategies LLC | 8,138 | $91.7 萬 | 0.61% | +2,127+35.4% | 加碼 |
| Royal Fund Management, LLC | 8,136 | $91.7 萬 | 0.11% | +8,136 | 新進 |
| OV Management LLC | 8,087 | $91.1 萬 | 0.43% | −57−0.7% | 減碼 |
| MAI Capital Management | 8,052 | $90.7 萬 | 0.01% | −101−1.2% | 減碼 |
| Barings LLC | 8,025 | $90.4 萬 | 0.02% | −1,632−16.9% | 減碼 |
| Advisory Services Network, LLC | 7,922 | $89.3 萬 | 0.02% | +3,976+100.8% | 加碼 |
| 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 |
| Institute for Wealth Management, LLC. | 7,681 | $86.6 萬 | 0.11% | −627−7.5% | 減碼 |
| Ofi Invest Asset Management | 8,285 | $86.4 萬 | 0.02% | +3,237+64.1% | 加碼 |
| BNP Paribas | 7,530 | $84.9 萬 | 0.04% | +2,950+64.4% | 加碼 |
| Metis Global Partners, LLC | 7,496 | $84.5 萬 | 0.02% | +3,317+79.4% | 加碼 |
| Clarus Wealth Advisors | 7,431 | $83.6 萬 | 0.45% | +7,431 | 新進 |
| Financial Advisory Service, Inc. | 7,292 | $82.2 萬 | 0.07% | −618−7.8% | 減碼 |
| Altrafin AG | 7,275 | $82.0 萬 | 0.32% | +775+11.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 7,239 | $81.6 萬 | 0.00% | +1,163+19.1% | 加碼 |
| Change Path, LLC | 7,237 | $81.6 萬 | 0.02% | +255+3.7% | 加碼 |
| LJI Wealth Management, LLC | 7,100 | $80.0 萬 | 0.16% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 7,042 | $79.4 萬 | 0.01% | −460−6.1% | 減碼 |
| Concurrent Investment Advisors, LLC | 7,019 | $79.1 萬 | 0.02% | +7,019 | 新進 |
| MYDA Advisors LLC | 7,000 | $78.9 萬 | 0.28% | −11,000−61.1% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 6,964 | $78.5 萬 | 0.02% | +2,812+67.7% | 加碼 |
| Western Wealth Management, LLC | 6,775 | $76.3 萬 | 0.05% | +6,775 | 新進 |
| Thoma Capital Management LLC | 6,770 | $76.3 萬 | 0.53% | +80+1.2% | 加碼 |
| Avantax Advisory Services, Inc. | 6,702 | $75.5 萬 | 0.00% | −483−6.7% | 減碼 |
| Centiva Capital, LP | 6,682 | $75.3 萬 | 0.04% | +6,682 | 新進 |
| Empowered Funds, LLC | 6,656 | $75.0 萬 | 0.01% | +1,696+34.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 6,627 | $74.7 萬 | 0.01% | +44+0.7% | 加碼 |
| Prelude Capital Management, LLC | 6,625 | $74.7 萬 | 0.08% | +6,625 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 6,597 | $74.3 萬 | 0.00% | −2,273−25.6% | 減碼 |
| Brown Advisory Inc | 6,544 | $73.7 萬 | 0.00% | +4,263+186.9% | 加碼 |
| Mediolanum International Funds Ltd | 6,417 | $73.7 萬 | 0.01% | −2,830−30.6% | 減碼 |
| Pitcairn Co | 6,527 | $73.6 萬 | 0.04% | −740−10.2% | 減碼 |
| Meridian Wealth Management, LLC | 6,508 | $73.3 萬 | 0.04% | −509−7.3% | 減碼 |
| Prime Capital Investment Advisors, LLC | 6,462 | $72.8 萬 | 0.01% | +456+7.6% | 加碼 |
| Assenagon Asset Management S.A. | 6,458 | $72.8 萬 | 0.00% | +1,677+35.1% | 加碼 |
| 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 |
| Caption Management, LLC | 6,300 | $71.0 萬 | 0.03% | +6,300 | 新進 |
| Bridgewater Advisors Inc. | 5,796 | $70.8 萬 | 0.06% | +5,796 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 6,241 | $70.3 萬 | 0.03% | −67−1.1% | 減碼 |
| Putney Financial Group LLC | 6,192 | $69.8 萬 | 0.73% | +30+0.5% | 加碼 |
| STRS Ohio | 6,106 | $68.8 萬 | 0.00% | +6,106 | 新進 |
| Bank of Hawaii | 6,093 | $68.7 萬 | 0.04% | +6,093 | 新進 |
| Sender Co & Partners, Inc. | 6,080 | $68.5 萬 | 0.51% | +6,080 | 新進 |
| Triglav Skladi, D.O.O. | 6,000 | $67.6 萬 | 0.06% | −3,000−33.3% | 減碼 |
| Sphera Management Technology Funds Ltd | 6,000 | $67.6 萬 | 0.54% | −2,909−32.7% | 減碼 |
| Wexford Capital LP | 6,000 | $67.6 萬 | 0.18% | +6,000 | 新進 |
| Calamos Advisors LLC | 6,000 | $67.6 萬 | 0.00% | +6,000 | 新進 |
| Driehaus Capital Management LLC | 5,894 | $66.4 萬 | 0.01% | +527+9.8% | 加碼 |
| Vestcor Inc | 5,896 | $66.4 萬 | 0.02% | +12+0.2% | 加碼 |
| Miller Financial Services LLC | 5,862 | $66.1 萬 | 0.95% | +1,729+41.8% | 加碼 |
| Group One Trading, L.P. | 5,807 | $65.4 萬 | 0.03% | −53,789−90.3% | 減碼 |
| UniSuper Management Pty Ltd | 5,800 | $65.4 萬 | 0.00% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 5,792 | $65.3 萬 | 0.02% | +5,792 | 新進 |
| LRT Capital Management, LLC | 5,706 | $64.3 萬 | 0.44% | +5,706 | 新進 |
| Kirtland Hills Capital Management, LLC | 5,899 | $63.7 萬 | 0.39% | +5,899 | 新進 |
| Hilltop Holdings Inc. | 5,643 | $63.6 萬 | 0.04% | +5,643 | 新進 |
| Prudential PLC | 5,612 | $63.2 萬 | 0.00% | 00.0% | 不變 |
| DC Investments Management, LLC | 5,532 | $62.3 萬 | 0.32% | −2,586−31.9% | 減碼 |
| V2 Financial group LLC | 5,516 | $62.2 萬 | 0.40% | +5,516 | 新進 |
| Guggenheim Capital LLC | 5,509 | $62.1 萬 | 0.01% | −1,077−16.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 5,445 | $61.4 萬 | 0.00% | +5,445 | 新進 |
| Corebridge Financial, Inc. | 5,407 | $60.9 萬 | 0.00% | −123−2.2% | 減碼 |
| Magnetar Financial LLC | 5,335 | $60.1 萬 | 0.01% | +5,335 | 新進 |
| Van Hulzen Asset Management, LLC | 5,325 | $60.0 萬 | 0.05% | −1,470−21.6% | 減碼 |
| Freestone Capital Holdings, LLC | 5,263 | $59.3 萬 | 0.02% | +98+1.9% | 加碼 |
| Moneta Group Investment Advisors LLC | 5,254 | $59.2 萬 | 0.01% | +135+2.6% | 加碼 |
| Private Advisor Group, LLC | 5,203 | $58.6 萬 | 0.00% | −7,483−59.0% | 減碼 |
| Everhart Financial Group, Inc. | 5,199 | $58.6 萬 | 0.08% | +264+5.3% | 加碼 |
| RSM US Wealth Management LLC | 5,105 | $57.5 萬 | 0.01% | +339+7.1% | 加碼 |