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 1,272 家機構在 13F 申報持有，市值合計 $785.1 億；方舟投資、橡樹資本等 3 位大師持有。
2025 年第 2 季 13F 持有人
Cloudflare, Inc. 在 2025/6/30 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
- 968
- 較 2025 年第 1 季 +86 家
- 持有股數
- 2.98 億
- 較 2025 年第 1 季 +1,657 萬 (+5.9%)
- 總市值
- $561.7 億
- 較 2025 年第 1 季 +$246.3 億 (+78.1%)
- 新進機構
- 192
- 另有 399 家加碼
- 清倉機構
- 106
- 另有 266 家減碼
另有 9 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 | 1,272 | $785.1 億 |
| 2026 年第 1 季 | 1,160 | $585.1 億 |
| 2025 年第 4 季 | 1,107 | $564.0 億 |
| 2025 年第 3 季 | 1,056 | $629.9 億 |
| 2025 年第 2 季 | 968 | $561.7 億 |
| 2025 年第 1 季 | 891 | $316.0 億 |
| 2024 年第 4 季 | 795 | $296.8 億 |
| 2024 年第 3 季 | 706 | $219.8 億 |
| 2024 年第 2 季 | 680 | $224.0 億 |
| 2024 年第 1 季 | 730 | $308.8 億 |
| 2023 年第 4 季 | 701 | $244.1 億 |
| 2023 年第 3 季 | 603 | $214.8 億 |
| 2023 年第 2 季 | 587 | $206.0 億 |
| 2023 年第 1 季 | 598 | $198.5 億 |
| 2022 年第 4 季 | 573 | $119.0 億 |
| 2022 年第 3 季 | 588 | $141.4 億 |
| 2022 年第 2 季 | 550 | $103.6 億 |
| 2022 年第 1 季 | 641 | $279.6 億 |
| 2021 年第 4 季 | 681 | $298.0 億 |
| 2021 年第 3 季 | 620 | $245.6 億 |
| 2021 年第 2 季 | 537 | $226.2 億 |
| 2021 年第 1 季 | 507 | $137.5 億 |
2025 年第 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital World Investors | 40,807,488 | $79.9 億 | 1.16% | +6,239,571+18.1% | 加碼 |
| Vanguard Group Inc | 31,495,565 | $61.7 億 | 0.10% | +658,656+2.1% | 加碼 |
| Baillie Gifford & Co | 25,525,131 | $50.0 億 | 3.73% | −1,900,690−6.9% | 減碼 |
| BlackRock, Inc. | 21,442,043 | $42.7 億 | 0.08% | +515,265+2.5% | 加碼 |
| Morgan Stanley | 20,033,471 | $39.4 億 | 0.26% | −1,519,188−7.0% | 減碼 |
| FMR LLC | 14,311,741 | $28.2 億 | 0.16% | +299,929+2.1% | 加碼 |
| JPMorgan Chase & Co | 7,125,632 | $14.1 億 | 0.10% | +4,680,734+191.4% | 加碼 |
| State Street Corp | 6,607,660 | $13.2 億 | 0.05% | +46,848+0.7% | 加碼 |
| Geode Capital Management, LLC | 5,536,679 | $10.8 億 | 0.08% | +270,227+5.1% | 加碼 |
| Sands Capital Management, LLC | 4,928,874 | $9.65 億 | 2.77% | −1,498,572−23.3% | 減碼 |
| First Trust Advisors LP | 4,449,123 | $8.71 億 | 0.70% | −162,912−3.5% | 減碼 |
| Voya Investment Management LLC | 2,641,399 | $7.82 億 | 0.78% | −2,589,295−49.5% | 減碼 |
| Franklin Resources Inc | 3,538,331 | $7.78 億 | 0.21% | +66,653+1.9% | 加碼 |
| Invesco Ltd. | 3,915,248 | $7.67 億 | 0.13% | +2,440,241+165.4% | 加碼 |
| American Century Companies Inc | 2,977,223 | $5.83 億 | 0.32% | −60,197−2.0% | 減碼 |
| Legal & General Group Plc | 2,925,464 | $5.73 億 | 0.14% | −100,484−3.3% | 減碼 |
| UBS Asset Management Americas Inc | 2,842,796 | $5.57 億 | 0.11% | −286,234−9.1% | 減碼 |
| Norges Bank | 2,764,959 | $5.41 億 | 0.07% | +509,147+22.6% | 加碼 |
| Royal Bank of Canada | 2,424,112 | $4.83 億 | 0.05% | +1,380,730+132.3% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 1,955,859 | $3.83 億 | 4.07% | −25,814−1.3% | 減碼 |
| 1832 Asset Management L.P. | 1,949,900 | $3.82 億 | 0.67% | −131,500−6.3% | 減碼 |
| Polar Capital Holdings Plc | 1,913,958 | $3.75 億 | 1.97% | −356,399−15.7% | 減碼 |
| Northern Trust Corp | 1,887,405 | $3.70 億 | 0.05% | +6,517+0.3% | 加碼 |
| Goldman Sachs Group Inc | 1,805,393 | $3.58 億 | 0.06% | +635,008+54.3% | 加碼 |
| Deutsche Bank AG | 1,455,405 | $2.87 億 | 0.11% | +143,138+10.9% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,396,266 | $2.73 億 | 0.17% | −11,665−0.8% | 減碼 |
| Pictet Asset Management Holding SA | 1,377,007 | $2.70 億 | 0.27% | +122,208+9.7% | 加碼 |
| Charles Schwab Investment Management Inc | 1,368,906 | $2.68 億 | 0.05% | +56,890+4.3% | 加碼 |
| Two Sigma Investments, LP | 1,363,214 | $2.67 億 | 0.48% | −20,803−1.5% | 減碼 |
| UBS Group AG | 1,323,300 | $2.59 億 | 0.05% | +316,070+31.4% | 加碼 |
| Wellington Management Group LLP | 1,262,833 | $2.57 億 | 0.05% | +1,254,451+14,966.0% | 加碼 |
| Bank of America Corp | 1,307,530 | $2.56 億 | 0.02% | +496,878+61.3% | 加碼 |
| Raymond James Financial Inc | 1,182,972 | $2.32 億 | 0.08% | +85,737+7.8% | 加碼 |
| Lord, Abbett & Co. LLC | 977,440 | $2.32 億 | 0.75% | +89,505+10.1% | 加碼 |
| Bank of New York Mellon Corp | 1,182,297 | $2.32 億 | 0.04% | −54,951−4.4% | 減碼 |
| Price T Rowe Associates Inc | 1,175,419 | $2.30 億 | 0.03% | +239,499+25.6% | 加碼 |
| Strategy Capital LLC | 1,165,942 | $2.28 億 | 15.37% | +50,374+4.5% | 加碼 |
| Tenor Capital Management Co., L.P. | – | $1.93 億 | 2.60% | – | – |
| Macquarie Group Ltd | 922,011 | $1.83 億 | 0.22% | −20,238−2.1% | 減碼 |
| Swiss National Bank | 934,600 | $1.83 億 | 0.11% | +72,400+8.4% | 加碼 |
| Fred Alger Management, LLC | 865,797 | $1.70 億 | 0.76% | +99,940+13.0% | 加碼 |
| Amundi | 904,031 | $1.68 億 | 0.06% | −186,479−17.1% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 846,441 | $1.66 億 | 0.12% | +51,985+6.5% | 加碼 |
| Artisan Partners Limited Partnership | 773,192 | $1.51 億 | 0.23% | +293,189+61.1% | 加碼 |
| Penserra Capital Management LLC | 748,107 | $1.46 億 | 2.04% | +77,019+11.5% | 加碼 |
| KBC Group NV | 736,153 | $1.44 億 | 0.39% | +686,702+1,388.7% | 加碼 |
| Two Sigma Advisers, LP | 699,900 | $1.37 億 | 0.28% | −73,100−9.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 679,400 | $1.33 億 | 0.31% | −158,560−18.9% | 減碼 |
| Massachusetts Financial Services Co | 663,648 | $1.30 億 | 0.04% | +344,943+108.2% | 加碼 |
| Nuveen, LLC | 652,130 | $1.28 億 | 0.04% | −130,577−16.7% | 減碼 |
| Nikko Asset Management Americas, Inc. | 624,479 | $1.22 億 | 1.22% | −105,333−14.4% | 減碼 |
| National Pension Service | 612,723 | $1.20 億 | 0.10% | +187,550+44.1% | 加碼 |
| Peregrine Capital Management LLC | 601,753 | $1.18 億 | 3.55% | −35,074−5.5% | 減碼 |
| Lazard Asset Management LLC | 4,525 | $1.17 億 | 0.16% | +3,148+228.6% | 加碼 |
| Ameriprise Financial Inc | 576,561 | $1.13 億 | 0.03% | −39,590−6.4% | 減碼 |
| Citadel Advisors LLC | 560,007 | $1.10 億 | 0.10% | +93,867+20.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 247,726 | $1.09 億 | 0.11% | +242,281+4,449.6% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 546,584 | $1.07 億 | 0.26% | −57,661−9.5% | 減碼 |
| Neuberger Berman Group LLC | 538,186 | $1.05 億 | 0.08% | +386,654+255.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 538,042 | $1.05 億 | 0.19% | +396,825+281.0% | 加碼 |
| Federated Hermes, Inc. | 527,134 | $1.03 億 | 0.19% | +336,679+176.8% | 加碼 |
| Bamco Inc | 506,473 | $9,918 萬 | 0.27% | −328,409−39.3% | 減碼 |
| California Public Employees Retirement System | 506,043 | $9,910 萬 | 0.06% | +38,876+8.3% | 加碼 |
| AustralianSuper Pty Ltd | 490,057 | $9,597 萬 | 0.49% | +471,549+2,547.8% | 加碼 |
| Aristeia Capital LLC | – | $9,433 萬 | 2.67% | – | – |
| California State Teachers Retirement System | 475,075 | $9,303 萬 | 0.10% | +10,262+2.2% | 加碼 |
| Allen Investment Management LLC | 468,127 | $9,167 萬 | 1.00% | +16,178+3.6% | 加碼 |
| Bessemer Group Inc | 460,702 | $9,022 萬 | 0.15% | −137,378−23.0% | 減碼 |
| BNP Paribas Arbitrage, SA | 126,387 | $9,012 萬 | 0.07% | −7,774−5.8% | 減碼 |
| AQR Capital Management LLC | 461,051 | $8,995 萬 | 0.07% | +118,234+34.5% | 加碼 |
| Westfield Capital Management Co LP | 448,696 | $8,787 萬 | 0.37% | +448,696 | 新進 |
| Marshall Wace, LLP | 433,052 | $8,480 萬 | 0.10% | −150,507−25.8% | 減碼 |
| Capstone Investment Advisors, LLC | – | $8,463 萬 | 0.72% | – | – |
| Congress Asset Management Co | 430,400 | $8,429 萬 | 0.58% | +430,400 | 新進 |
| Victory Capital Management Inc | 430,334 | $8,413 萬 | 0.05% | +351,875+448.5% | 加碼 |
| Rhumbline Advisers | 406,408 | $7,959 萬 | 0.07% | +4,562+1.1% | 加碼 |
| Alfreton Capital LLP | 400,000 | $7,833 萬 | 22.73% | −30,000−7.0% | 減碼 |
| Wells Fargo & Company | 363,220 | $7,608 萬 | 0.02% | +102,423+39.3% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | – | $7,410 萬 | 1.27% | – | – |
| Dimensional Fund Advisors LP | 374,397 | $7,331 萬 | 0.02% | −8,920−2.3% | 減碼 |
| Parallax Volatility Advisers, L.P. | 360,365 | $6,894 萬 | 2.76% | +102,036+39.5% | 加碼 |
| DeepCurrents Investment Group LLC | – | $6,886 萬 | 2.52% | – | – |
| Great West Life Assurance Co | 350,869 | $6,870 萬 | 0.11% | +6,478+1.9% | 加碼 |
| Calamos Advisors LLC | 7,850 | $6,799 萬 | 0.29% | +1,850+30.8% | 加碼 |
| SEI Investments Co | 329,036 | $6,443 萬 | 0.07% | −229,224−41.1% | 減碼 |
| Envestnet Asset Management Inc | 322,600 | $6,317 萬 | 0.02% | +119,150+58.6% | 加碼 |
| Citigroup Inc | 316,760 | $6,203 萬 | 0.04% | +139,938+79.1% | 加碼 |
| Whetstone Capital Advisors, LLC | 315,685 | $6,182 萬 | 17.47% | −1,275−0.4% | 減碼 |
| Select Equity Group, L.P. | 303,250 | $5,939 萬 | 0.25% | −339,893−52.8% | 減碼 |
| NZS Capital, LLC | 300,505 | $5,885 萬 | 2.00% | +1,109+0.4% | 加碼 |
| Principal Financial Group Inc | 300,021 | $5,875 萬 | 0.03% | +234,408+357.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 298,751 | $5,850 萬 | 0.10% | +5,303+1.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 312,292 | $5,776 萬 | 0.10% | −32,665−9.5% | 減碼 |
| Steelhead Partners LLC | – | $5,665 萬 | 2.85% | – | – |
| Squarepoint Ops LLC | 279,446 | $5,472 萬 | 0.12% | −534,465−65.7% | 減碼 |
| AXA S.A. | 259,364 | $5,446 萬 | 0.16% | +193,581+294.3% | 加碼 |
| Los Angeles Capital Management LLC | 272,939 | $5,345 萬 | 0.20% | +75,476+38.2% | 加碼 |
| Frontier Capital Management Co LLC | 272,738 | $5,341 萬 | 0.49% | +268,867+6,945.7% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 269,988 | $5,287 萬 | 0.04% | +23,127+9.4% | 加碼 |
| Ensign Peak Advisors, Inc | 255,252 | $4,999 萬 | 0.09% | −65,465−20.4% | 減碼 |