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 |
|---|---|---|---|---|---|
| Miracle Mile Advisors, LLC | 5,057 | $57.0 萬 | 0.01% | +1,068+26.8% | 加碼 |
| Thoroughbred Financial Services, LLC | 5,046 | $56.8 萬 | 0.04% | +5,046 | 新進 |
| Robeco Institutional Asset Management B.V. | 5,038 | $56.8 萬 | 0.00% | −5,076−50.2% | 減碼 |
| Encompass More Asset Management | 5,026 | $56.6 萬 | 0.17% | +5,026 | 新進 |
| Bryn Mawr Trust Co | 4,979 | $56.1 萬 | 0.01% | +2,463+97.9% | 加碼 |
| Jefferies Financial Group Inc. | 4,963 | $55.9 萬 | 0.01% | +2,424+95.5% | 加碼 |
| Gsa Capital Partners LLP | 4,945 | $55.7 萬 | 0.05% | +4,945 | 新進 |
| Emerald Advisers, LLC | 4,935 | $55.6 萬 | 0.03% | −274−5.3% | 減碼 |
| Coastal Investment Advisors, Inc. | 4,889 | $55.1 萬 | 0.25% | +4,889 | 新進 |
| Wedmont Private Capital | 5,151 | $54.7 萬 | 0.03% | +1,269+32.7% | 加碼 |
| Harvest Fund Management Co., Ltd | 4,780 | $53.8 萬 | 0.03% | −5,282−52.5% | 減碼 |
| APG Asset Management US Inc. | 4,591 | $53.1 萬 | 0.00% | −4,989−52.1% | 減碼 |
| Bank of Nova Scotia | 4,685 | $52.8 萬 | 0.00% | +4,685 | 新進 |
| United Capital Financial Advisers, LLC | 4,660 | $52.5 萬 | 0.00% | +1,204+34.8% | 加碼 |
| Cynosure Management, LLC | 4,580 | $51.6 萬 | 0.07% | +1,252+37.6% | 加碼 |
| ASB Consultores, LLC | 4,555 | $51.3 萬 | 0.33% | +464+11.3% | 加碼 |
| GraniteShares Advisors LLC | 4,543 | $51.2 萬 | 0.33% | −1,273−21.9% | 減碼 |
| Ellevest, Inc. | 4,534 | $51.1 萬 | 0.03% | −4−0.1% | 減碼 |
| Daymark Wealth Partners, LLC | 4,505 | $50.8 萬 | 0.02% | −30−0.7% | 減碼 |
| Menard Financial Group LLC | 4,149 | $50.7 萬 | 0.33% | −18−0.4% | 減碼 |
| Cravens & Co Advisors, LLC | 4,496 | $50.7 萬 | 0.39% | −210−4.5% | 減碼 |
| Meeder Advisory Services, Inc. | 4,466 | $50.3 萬 | 0.03% | +1,546+52.9% | 加碼 |
| Sequoia Financial Advisors, LLC | 4,457 | $50.2 萬 | 0.00% | +808+22.1% | 加碼 |
| Davis Capital Management | 4,350 | $49.0 萬 | 0.39% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 4,350 | $49.0 萬 | 0.02% | −142−3.2% | 減碼 |
| Resources Investment Advisors, LLC. | 4,300 | $48.5 萬 | 0.01% | +845+24.5% | 加碼 |
| Pacific Capital Partners Ltd | 4,285 | $48.3 萬 | 0.31% | +4,285 | 新進 |
| J.W. Cole Advisors, Inc. | 4,273 | $48.2 萬 | 0.01% | +552+14.8% | 加碼 |
| Wealth Management Partners, LLC | 4,259 | $48.0 萬 | 0.22% | +710+20.0% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 4,237 | $47.7 萬 | 0.03% | +4,237 | 新進 |
| Brighton Jones LLC | 4,173 | $47.0 萬 | 0.02% | +232+5.9% | 加碼 |
| BIT Capital GmbH | 4,129 | $46.5 萬 | 0.06% | +4,129 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 4,050 | $45.6 萬 | 0.02% | 00.0% | 不變 |
| Ballentine Partners, LLC | 4,049 | $45.6 萬 | 0.01% | +671+19.9% | 加碼 |
| Abn Amro Investment Solutions | 4,046 | $45.6 萬 | 0.01% | −202−4.8% | 減碼 |
| Central Pacific Bank - Trust Division | 4,033 | $45.4 萬 | 0.06% | +4,033 | 新進 |
| Greycroft LP | 4,000 | $45.1 萬 | 0.48% | −2,000−33.3% | 減碼 |
| Yousif Capital Management, LLC | 3,969 | $44.7 萬 | 0.01% | +98+2.5% | 加碼 |
| Stock Yards Bank & Trust Co | 3,934 | $44.3 萬 | 0.02% | +215+5.8% | 加碼 |
| Main Street Financial Solutions, LLC | 3,929 | $44.3 萬 | 0.04% | +3,929 | 新進 |
| Dark Forest Capital Management LP | 3,893 | $43.9 萬 | 0.02% | +3,893 | 新進 |
| Parallel Advisors, LLC | 3,871 | $43.6 萬 | 0.01% | +1,366+54.5% | 加碼 |
| Frontier Capital Management Co LLC | 3,871 | $43.6 萬 | 0.00% | −5,540−58.9% | 減碼 |
| Ring Mountain Capital, LLC | 3,860 | $43.5 萬 | 0.33% | −9,468−71.0% | 減碼 |
| Independent Solutions Wealth Management, LLC | 3,829 | $43.1 萬 | 0.10% | +147+4.0% | 加碼 |
| Diversify Wealth Management, LLC | 3,382 | $41.3 萬 | 0.03% | +835+32.8% | 加碼 |
| Forum Financial Management, LP | 3,667 | $41.3 萬 | 0.01% | +932+34.1% | 加碼 |
| Coldstream Capital Management Inc | 3,620 | $40.8 萬 | 0.01% | +1,437+65.8% | 加碼 |
| Atomi Financial Group, Inc. | 3,617 | $40.8 萬 | 0.02% | +651+21.9% | 加碼 |
| Independence Bank of Kentucky | 3,585 | $40.4 萬 | 0.06% | −1,150−24.3% | 減碼 |
| Grant Private Wealth Management Inc | 3,576 | $40.3 萬 | 0.43% | +3,576 | 新進 |
| Synergy Financial Group, LTD | 3,545 | $39.9 萬 | 0.36% | 00.0% | 不變 |
| Brookstone Capital Management | 3,545 | $39.9 萬 | 0.01% | +719+25.4% | 加碼 |
| NewEdge Wealth, LLC | 3,543 | $39.9 萬 | 0.01% | −694−16.4% | 減碼 |
| Mayflower Financial Advisors, LLC | 3,537 | $39.9 萬 | 0.06% | +1,355+62.1% | 加碼 |
| Raiffeisen Bank International AG | 3,534 | $39.8 萬 | 0.01% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 3,532 | $39.8 萬 | 0.03% | +256+7.8% | 加碼 |
| GTS Securities LLC | 3,525 | $39.7 萬 | 0.02% | +3,525 | 新進 |
| Prospera Financial Services Inc | 3,458 | $39.0 萬 | 0.01% | −5−0.1% | 減碼 |
| Keybank National Association | 3,416 | $38.5 萬 | 0.00% | +3,416 | 新進 |
| Petrus Trust Company, LTA | 3,364 | $37.9 萬 | 0.04% | +465+16.0% | 加碼 |
| HighPoint Advisor Group LLC | 3,049 | $37.3 萬 | 0.02% | −72−2.3% | 減碼 |
| Left Brain Wealth Management, LLC | 3,305 | $37.2 萬 | 0.16% | +3,305 | 新進 |
| Aequim Alternative Investments LP | 3,300 | $37.2 萬 | 0.01% | +3,300 | 新進 |
| Ossiam | 3,279 | $37.0 萬 | 0.01% | −235−6.7% | 減碼 |
| Palumbo Wealth Management LLC | 3,265 | $36.8 萬 | 0.12% | −382−10.5% | 減碼 |
| Wealthcare Advisory Partners LLC | 3,252 | $36.6 萬 | 0.01% | −267−7.6% | 減碼 |
| Kestra Private Wealth Services, LLC | 3,224 | $36.3 萬 | 0.01% | +241+8.1% | 加碼 |
| SlateStone Wealth, LLC | 3,181 | $35.8 萬 | 0.04% | +119+3.9% | 加碼 |
| Plato Investment Management Ltd | 3,082 | $35.1 萬 | 0.03% | −1,608−34.3% | 減碼 |
| Fox Run Management, L.L.C. | 3,115 | $35.1 萬 | 0.05% | −17,414−84.8% | 減碼 |
| HB Wealth Management, LLC | 3,094 | $34.9 萬 | 0.00% | +3,094 | 新進 |
| Powell Investment Advisors, LLC | 3,083 | $34.7 萬 | 0.17% | 00.0% | 不變 |
| Teza Capital Management LLC | 3,081 | $34.7 萬 | 0.16% | +3,081 | 新進 |
| Fedenia Advisers LLC | 3,070 | $34.6 萬 | 0.22% | +205+7.2% | 加碼 |
| Cigna Investments Inc | 3,039 | $34.2 萬 | 0.06% | 00.0% | 不變 |
| XTX Topco Ltd | 3,034 | $34.2 萬 | 0.02% | +3,034 | 新進 |
| Diversified Trust Co | 3,011 | $33.9 萬 | 0.01% | +3,011 | 新進 |
| Aspiriant, LLC | 3,010 | $33.9 萬 | 0.01% | −825−21.5% | 減碼 |
| Farmers Trust Co | 3,000 | $33.8 萬 | 0.06% | 00.0% | 不變 |
| Impact Asset Management GmbH | 2,977 | $33.5 萬 | 0.13% | −550−15.6% | 減碼 |
| Apollon Wealth Management, LLC | 2,935 | $33.1 萬 | 0.01% | −55−1.8% | 減碼 |
| Allworth Financial LP | 2,781 | $33.1 萬 | 0.00% | −73−2.6% | 減碼 |
| Pallas Capital Advisors LLC | 2,926 | $33.0 萬 | 0.01% | +151+5.4% | 加碼 |
| National Asset Management, Inc. | 2,917 | $32.9 萬 | 0.01% | −3,152−51.9% | 減碼 |
| Archer Investment Corp | 2,900 | $32.7 萬 | 0.08% | −2,970−50.6% | 減碼 |
| Camden Capital, LLC | 2,893 | $32.6 萬 | 0.03% | +13+0.5% | 加碼 |
| Krane Funds Advisors LLC | 2,874 | $32.4 萬 | 0.01% | +747+35.1% | 加碼 |
| Cary Street Partners Financial LLC | 2,863 | $32.3 萬 | 0.01% | +652+29.5% | 加碼 |
| Sovran Advisors, LLC | 2,990 | $32.3 萬 | 0.04% | +931+45.2% | 加碼 |
| TCG Advisory Services, LLC | 2,804 | $31.6 萬 | 0.01% | +2,804 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,800 | $31.6 萬 | 0.00% | −810−22.4% | 減碼 |
| Qtron Investments LLC | 2,793 | $31.5 萬 | 0.05% | −2,965−51.5% | 減碼 |
| Souders Financial Advisors | 2,761 | $31.1 萬 | 0.04% | −1,421−34.0% | 減碼 |
| Gill Capital Partners, LLC | 2,761 | $31.1 萬 | 0.11% | +79+2.9% | 加碼 |
| Cardiff Park Advisors, LLC | 2,726 | $30.7 萬 | 0.03% | +235+9.4% | 加碼 |
| Clarendon Private LLC | 2,723 | $30.7 萬 | 0.32% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 2,662 | $30.0 萬 | 0.00% | −1,205−31.2% | 減碼 |
| Versor Investments LP | 2,637 | $29.7 萬 | 0.05% | +2,637 | 新進 |
| Crossmark Global Holdings, Inc. | 2,635 | $29.7 萬 | 0.01% | +230+9.6% | 加碼 |