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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 2 季與 2025 年第 1 季比較

持有 Cloudflare, Inc. 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人2025 年第 1 季全部持有人

NET 的 13F 持有人:2025 年第 1 季與 2025 年第 2 季比較
項目2025 年第 1 季其中尚未申報 2025 年第 2 季2025 年第 2 季變化
持有家數8728947+83
股數2.64 億29.8 萬2.78 億+1,383 萬 (+5.2%)
市值$297.5 億$3,360 萬$543.2 億+$246.0 億 (+82.8%)

8 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(190 家)

2025 年第 2 季季末持有 Cloudflare, Inc.、2025 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 190 家。

2025 年第 2 季新進 NET 的機構
機構股數市值佔組合 %
Westfield Capital Management Co LP448,696$8,787 萬0.37%
Congress Asset Management Co430,400$8,429 萬0.58%
Linden Advisors LP248,523$4,867 萬0.30%
Jennison Associates LLC196,750$3,853 萬0.02%
Agf Management Ltd99,919$1,957 萬0.09%
Susquehanna Advisors Group, Inc.81,790$1,602 萬0.64%
Fiera Capital Corp76,184$1,492 萬0.05%
Manchester Global Management (UK) Ltd64,000$1,253 萬1.81%
Alyeska Investment Group, L.P.58,891$1,153 萬0.04%
Varma Mutual Pension Insurance Co55,100$1,079 萬0.08%
Renaissance Technologies LLC54,600$1,069 萬0.01%
Congress Wealth Management LLC54,131$1,060 萬0.10%
Caisse de Depot Et Placement du Quebec51,672$1,012 萬0.02%
Premier Fund Managers Ltd43,600$846.5 萬0.31%
Simplex Trading, LLC38,235$748.7 萬0.20%
Natixis Advisors, L.P.35,173$688.8 萬0.01%
Swedbank AB34,351$672.7 萬0.01%
NWK Group, Inc.31,663$620.1 萬2.18%
Goldstream Capital Management Ltd26,270$514.4 萬2.21%
Generate Investment Management Ltd25,293$495.3 萬0.27%
Woodline Partners LP16,654$326.1 萬0.02%
Cannon Advisors, Inc.16,471$322.6 萬2.60%
Cushing Asset Management, LP15,000$293.7 萬0.18%
Bulltick Wealth Management, LLC12,524$245.3 萬0.61%
Keystone Investors Pte Ltd12,138$237.7 萬0.49%
Creekmur Asset Management LLC12,042$235.8 萬0.42%
E Fund Management Co., Ltd.11,594$227.0 萬0.11%
ExodusPoint Capital Management, LP11,051$216.4 萬0.03%
Index Fund Advisors, Inc.10,729$210.1 萬0.12%
Jupiter Asset Management Ltd10,384$203.3 萬0.02%
Atria Investments LLC8,282$162.2 萬0.02%
Integrated Advisors Network LLC8,264$161.8 萬0.07%
MASTERINVEST Kapitalanlage GmbH8,006$156.8 萬0.16%
Clearbridge Investments, LLC7,630$149.4 萬0.00%
Stance Capital LLC7,563$148.1 萬0.56%
Shelton Wealth Management, LLC7,013$137.3 萬0.69%
Illinois Municipal Retirement Fund6,824$133.6 萬0.02%
Groupama Asset Managment–$132.3 萬0.02%
Ewing Morris & Co. Investment Partners Ltd.6,346$124.3 萬0.56%
Seven Springs Wealth Group, LLC6,236$122.1 萬0.30%
Burling Wealth Partners, LLC6,107$119.6 萬0.22%
Vise Technologies, Inc.5,985$117.2 萬0.05%
Flow Traders U.S. LLC5,875$115.1 萬0.04%
Paradigm Asset Management Co LLC5,600$109.7 萬0.27%
Mutual of America Capital Management LLC5,454$106.8 萬0.01%
Castle Hook Partners LP5,365$105.1 萬0.02%
Moore Capital Management, LP5,036$98.6 萬0.02%
Callan Family Office, LLC4,731$92.6 萬0.03%
Pinkerton Retirement Specialists, LLC4,627$90.6 萬0.11%
Jacobs Levy Equity Management, Inc4,447$87.1 萬0.00%
Bryce Point Capital, LLC4,161$81.5 萬0.69%
Cornerstone Enterprises, LLC4,040$79.1 萬0.43%
DRW Securities, LLC3,739$73.2 萬0.05%
Cache Advisors, LLC3,650$71.5 萬0.19%
Diversify Advisory Services, LLC3,407$68.9 萬0.03%
Morse Asset Management, Inc3,300$64.6 萬0.14%
Reliant Investment Partners, LLC3,266$64.0 萬0.56%
Colonial River Wealth Management, LLC3,099$56.4 萬0.24%
Principal Street Partners, LLC2,630$51.5 萬0.05%
West Michigan Advisors, LLC2,438$47.7 萬0.13%
Graham Capital Management, L.P.2,410$47.2 萬0.01%
Snowden Capital Advisors LLC2,361$46.2 萬0.01%
LeConte Wealth Management, LLC2,308$45.2 萬0.31%
West Family Investments, Inc.2,304$45.1 萬0.12%
Ascent Group, LLC2,264$44.3 萬0.02%
Wetherby Asset Management Inc2,241$43.9 萬0.02%
Portside Wealth Group, LLC2,179$42.7 萬0.06%
Sivia Capital Partners, LLC2,164$42.4 萬0.14%
Savant Capital, LLC2,063$40.4 萬0.00%
Moors & Cabot, Inc.2,026$39.7 萬0.02%
LVW Advisors, LLC1,975$38.7 萬0.04%
Teamwork Financial Advisors, LLC1,959$38.4 萬0.05%
We Are One Seven, LLC1,933$37.9 萬0.01%
Summit Financial, LLC1,815$35.5 萬0.01%
Alliance Wealth Advisors, LLC1,761$34.5 萬0.08%
Alta Advisers Ltd1,735$34.0 萬0.12%
Conestoga Capital Advisors, LLC1,730$33.9 萬0.01%
Fukoku Mutual Life Insurance Co1,720$33.7 萬0.02%
Abacus Planning Group, Inc.1,657$32.4 萬0.05%
Hummer Financial Advisory Services Inc1,650$32.3 萬0.24%
Insigneo Advisory Services, LLC1,647$32.3 萬0.03%
Aprio Wealth Management, LLC1,620$31.7 萬0.04%
180 Wealth Advisors, LLC1,607$31.5 萬0.04%
Argent Trust Co1,535$30.1 萬0.01%
1776 Wealth LLC1,527$29.9 萬0.12%
PDS Planning, Inc1,523$29.8 萬0.02%
Herold Advisors, Inc.1,520$29.8 萬0.06%
Focused Wealth Management, Inc1,513$29.6 萬0.04%
Buckingham Strategic Partners1,508$29.5 萬0.00%
Moseley Investment Management Inc1,506$29.5 萬0.10%
Sanders Morris Harris LLC1,500$29.4 萬0.07%
Balboa Wealth Partners1,500$29.4 萬0.06%
J. Goldman & Co LP1,451$28.4 萬0.01%
Core Wealth Partners LLC1,440$28.2 萬0.14%
Greenleaf Trust1,422$27.8 萬0.00%
Stonekeep Investments, LLC1,403$27.5 萬0.18%
Fortis Capital Management LLC1,398$27.4 萬0.04%
Generali Investments, Management Co LLC1,393$27.2 萬0.06%
Benjamin Edwards Inc1,368$26.8 萬0.00%
Flputnam Investment Management Co1,365$26.7 萬0.00%

清倉機構(107 家)

2025 年第 1 季季末持有 Cloudflare, Inc.、2025 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 107 家。

2025 年第 2 季清倉 NET 的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Voloridge Investment Management, LLC804,645$9,068 萬
Twinbeech Capital LP328,156$3,698 萬
Point72 Asset Management, L.P.281,483$3,172 萬
Capital Fund Management S.A.274,107$3,089 萬
Trexquant Investment LP174,042$1,961 萬
Aquatic Capital Management LLC170,568$1,922 萬
Alberta Investment Management Corp153,405$1,729 萬
Twin Tree Management, LP108,012$1,217 萬
Quadrature Capital Ltd99,579$1,122 萬
Readystate Asset Management LP93,768$1,057 萬
Tudor Investment Corp Et Al91,525$1,031 萬
Cubist Systematic Strategies, LLC80,844$911.0 萬
Jump Financial, LLC72,057$812.0 萬
Point72 Hong Kong Ltd66,065$744.5 萬
Privium Fund Management B.V.60,000$676.1 萬
Y-Intercept (Hong Kong) Ltd40,503$456.4 萬
Interval Partners, LP37,914$427.3 萬
Point72 (DIFC) Ltd30,008$338.2 萬
Estate Counselors, LLC28,025$315.8 萬
Wolverine Asset Management LLC28,002$315.6 萬
IMC-Chicago, LLC27,699$312.1 萬
Sciencast Management LP25,800$290.7 萬
Qsemble Capital Management, LP23,734$267.5 萬
BCJ Capital Management, LLC22,986$259.0 萬
Soros Fund Management LLC大師索羅斯基金管理22,951$258.6 萬
Moody Lynn & Lieberson, LLC20,936$235.9 萬
Sona Asset Management (US) LLC17,600$198.3 萬
Aster Capital Management (DIFC) Ltd12,509$181.8 萬
Bayesian Capital Management, LP15,884$179.0 萬
ARS Investment Partners, LLC16,376$176.3 萬
Ilex Capital Partners (UK) LLP15,140$170.6 萬
Soviero Asset Management, LP15,000$169.0 萬
Connective Capital Management, LLC12,682$142.9 萬
Aigen Investment Management, LP12,119$136.6 萬
Allstate Corp11,471$129.3 萬
Maxi Investments CY Ltd11,457$129.1 萬
Dakota Wealth Management11,268$127.0 萬
Dynamic Technology Lab Private Ltd10,560$119.0 萬
Capstone Investment Advisors, LLC10,306$116.1 萬
Semanteon Capital Management, LP10,250$115.5 萬
Board of the Pension Protection Fund9,400$105.9 萬
AXS Investments LLC9,095$102.5 萬
Natixis9,080$100.2 萬
Scientech Research LLC8,481$95.6 萬
Royal Fund Management, LLC8,136$91.7 萬
Centiva Capital, LP6,682$75.3 萬
Caption Management, LLC6,300$71.0 萬
Wexford Capital LP6,000$67.6 萬
V2 Financial group LLC5,516$62.2 萬
Corebridge Financial, Inc.5,407$60.9 萬
Magnetar Financial LLC5,335$60.1 萬
Encompass More Asset Management5,026$56.6 萬
Gsa Capital Partners LLP4,945$55.7 萬
BIT Capital GmbH4,129$46.5 萬
Meiji Yasuda Asset Management Co Ltd.4,050$45.6 萬
Dark Forest Capital Management LP3,893$43.9 萬
Grant Private Wealth Management Inc3,576$40.3 萬
GTS Securities LLC3,525$39.7 萬
Petrus Trust Company, LTA3,364$37.9 萬
Fox Run Management, L.L.C.3,115$35.1 萬
XTX Topco Ltd3,034$34.2 萬
Diversified Trust Co3,011$33.9 萬
Aspiriant, LLC3,010$33.9 萬
Cary Street Partners Financial LLC2,863$32.3 萬
Versor Investments LP2,637$29.7 萬
Sherbrooke Park Advisers LLC2,579$29.1 萬
SummitTX Capital, L.P.2,485$28.0 萬
Van Eck Associates Corp2,216$25.0 萬
Nomura Holdings Inc2,119$23.9 萬
Birchcreek Wealth Management, LLC2,000$22.5 萬
Arrowpoint Investment Partners (Singapore) Pte. Ltd.1,994$22.5 萬
Hudson Bay Capital Management LP1,880$21.2 萬
Baader Bank INC2,364$21.1 萬
Boston Private Wealth LLC1,835$20.7 萬
Capula Management Ltd1,109$12.5 萬
Ramirez Asset Management, Inc.1,000$11.3 萬
PGGM Investments899$10.1 萬
Caitong International Asset Management Co., Ltd703$7.92 萬
Headlands Technologies LLC509$5.74 萬
Quadrant Capital Group LLC412$4.64 萬
Global Financial Private Client, LLC382$4.30 萬
Riverview Trust Co274$3.09 萬
Mather Group, LLC.219$2.46 萬
Stonebridge Financial Group, LLC200$2.25 萬
Cohen & Steers, Inc.149$1.70 萬
Ravenstone Capital Management Inc.125$1.41 萬
Wiser Advisor Group LLC121$1.36 萬
Saudi Central Bank120$1.35 萬
Thurston, Springer, Miller, Herd & Titak, Inc.100$1.13 萬
Cloud Capital Management, LLC98$1.10 萬
Glass Jacobson Investment Advisors llc100$1.08 萬
Deane Retirement Strategies, Inc.85$9,579
Cary Street Partner Investment Advisory LLC59$6,648
Continuum Advisory, LLC31$3,493
Marshall Investment Management, LLC30$3,381
Carolina Wealth Advisors, LLC25$2,817
Carolinas Wealth Consulting LLC22$2,479
Garde Capital, Inc.20$2,254
Hexagon Capital Partners LLC16$1,803
Global Wealth Strategies & Associates11$1,240

尚未申報 2025 年第 2 季的機構(8 家)

2025 年第 1 季季末持有 Cloudflare, Inc.、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 1 季持有 NET、尚未申報 2025 年第 2 季的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Kodai Capital Management LP254,642$2,870 萬
Credit Agricole S A19,178$216.1 萬
Rakuten Investment Management, Inc.8,435$96.9 萬
Orion Portfolio Solutions, LLC6,372$71.8 萬
Davis Capital Management4,350$49.0 萬
Impact Asset Management GmbH2,977$33.5 萬
Lindbrook Capital, LLC1,280$14.4 萬
Sandy Spring Bank800$9.02 萬