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 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
- 947
- 較 2025 年第 1 季 +83 家
- 持有股數
- 2.78 億
- 較 2025 年第 1 季 +1,383 萬 (+5.2%)
- 總市值
- $543.2 億
- 較 2025 年第 1 季 +$246.0 億 (+82.8%)
- 新進機構
- 190
- 另有 400 家加碼
- 清倉機構
- 107
- 另有 263 家減碼
另有 8 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 | 1,228 | $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 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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 679,400 | $1.33 億 | 0.31% | −158,560−18.9% | 減碼 |
| Two Sigma Advisers, LP | 699,900 | $1.37 億 | 0.28% | −73,100−9.5% | 減碼 |
| KBC Group NV | 736,153 | $1.44 億 | 0.39% | +686,702+1,388.7% | 加碼 |
| Penserra Capital Management LLC | 748,107 | $1.46 億 | 2.04% | +77,019+11.5% | 加碼 |
| Artisan Partners Limited Partnership | 773,192 | $1.51 億 | 0.23% | +293,189+61.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 846,441 | $1.66 億 | 0.12% | +51,985+6.5% | 加碼 |
| Amundi | 904,031 | $1.68 億 | 0.06% | −186,479−17.1% | 減碼 |
| Fred Alger Management, LLC | 865,797 | $1.70 億 | 0.76% | +99,940+13.0% | 加碼 |
| Macquarie Group Ltd | 922,011 | $1.81 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 |
| Lord, Abbett & Co. LLC | 977,440 | $1.91 億 | 0.62% | +89,505+10.1% | 加碼 |
| Strategy Capital LLC | 1,165,942 | $2.28 億 | 15.37% | +50,374+4.5% | 加碼 |
| Price T Rowe Associates Inc | 1,175,419 | $2.30 億 | 0.03% | +239,499+25.6% | 加碼 |
| Bank of New York Mellon Corp | 1,182,297 | $2.32 億 | 0.04% | −54,951−4.4% | 減碼 |
| Raymond James Financial Inc | 1,182,972 | $2.32 億 | 0.08% | +85,737+7.8% | 加碼 |
| Royal Bank of Canada | 1,212,056 | $2.37 億 | 0.05% | +168,674+16.2% | 加碼 |
| Wellington Management Group LLP | 1,262,833 | $2.47 億 | 0.04% | +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 |
| UBS Group AG | 1,323,300 | $2.59 億 | 0.05% | +316,070+31.4% | 加碼 |
| Two Sigma Investments, LP | 1,363,214 | $2.67 億 | 0.48% | −20,803−1.5% | 減碼 |
| Charles Schwab Investment Management Inc | 1,368,906 | $2.68 億 | 0.05% | +56,890+4.3% | 加碼 |
| Pictet Asset Management Holding SA | 1,377,007 | $2.70 億 | 0.27% | +122,208+9.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,396,266 | $2.73 億 | 0.17% | −11,665−0.8% | 減碼 |
| Deutsche Bank AG | 1,455,405 | $2.85 億 | 0.10% | +143,138+10.9% | 加碼 |
| Goldman Sachs Group Inc | 1,805,393 | $3.54 億 | 0.06% | +635,008+54.3% | 加碼 |
| Northern Trust Corp | 1,887,405 | $3.70 億 | 0.05% | +6,517+0.3% | 加碼 |
| Polar Capital Holdings Plc | 1,913,958 | $3.75 億 | 1.97% | −356,399−15.7% | 減碼 |
| 1832 Asset Management L.P. | 1,949,900 | $3.82 億 | 0.67% | −131,500−6.3% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 1,955,859 | $3.83 億 | 4.07% | −25,814−1.3% | 減碼 |
| Voya Investment Management LLC | 2,641,399 | $5.17 億 | 0.51% | +26,052+1.0% | 加碼 |
| Norges Bank | 2,764,959 | $5.41 億 | 0.07% | +509,147+22.6% | 加碼 |
| UBS Asset Management Americas Inc | 2,842,796 | $5.57 億 | 0.11% | −286,234−9.1% | 減碼 |
| Legal & General Group Plc | 2,925,464 | $5.73 億 | 0.14% | −100,484−3.3% | 減碼 |
| American Century Companies Inc | 2,977,223 | $5.83 億 | 0.32% | −60,197−2.0% | 減碼 |
| Franklin Resources Inc | 3,538,331 | $6.93 億 | 0.18% | +66,653+1.9% | 加碼 |
| Invesco Ltd. | 3,915,248 | $7.67 億 | 0.13% | +2,440,241+165.4% | 加碼 |
| First Trust Advisors LP | 4,449,123 | $8.71 億 | 0.70% | −162,912−3.5% | 減碼 |
| Sands Capital Management, LLC | 4,928,874 | $9.65 億 | 2.77% | −1,498,572−23.3% | 減碼 |
| Geode Capital Management, LLC | 5,536,679 | $10.8 億 | 0.08% | +270,227+5.1% | 加碼 |
| State Street Corp | 6,607,660 | $12.9 億 | 0.05% | +46,848+0.7% | 加碼 |
| JPMorgan Chase & Co | 7,125,632 | $14.0 億 | 0.10% | +4,680,734+191.4% | 加碼 |
| FMR LLC | 14,311,741 | $28.0 億 | 0.16% | +299,929+2.1% | 加碼 |
| Morgan Stanley | 20,033,471 | $39.2 億 | 0.26% | −1,519,188−7.0% | 減碼 |
| BlackRock, Inc. | 21,442,043 | $42.0 億 | 0.08% | +515,265+2.5% | 加碼 |
| Baillie Gifford & Co | 25,525,131 | $50.0 億 | 3.73% | −1,900,690−6.9% | 減碼 |
| Vanguard Group Inc | 31,495,565 | $61.7 億 | 0.10% | +658,656+2.1% | 加碼 |
| Capital World Investors | 40,807,488 | $79.9 億 | 1.16% | +6,239,571+18.1% | 加碼 |
| Activest Wealth Management | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −804,645−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −328,156−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −281,483−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −274,107−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −174,042−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −170,568−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −153,405−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −108,012−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −99,579−100.0% | 清倉 |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −93,768−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −91,525−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −80,844−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −72,057−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −66,065−100.0% | 清倉 |
| Privium Fund Management B.V. | 0 | $0 | 0.00% | −60,000−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −40,503−100.0% | 清倉 |
| Interval Partners, LP | 0 | $0 | 0.00% | −37,914−100.0% | 清倉 |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −30,008−100.0% | 清倉 |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −28,025−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −28,002−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −27,699−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −25,800−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −23,734−100.0% | 清倉 |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −22,986−100.0% | 清倉 |
| Soros Fund Management LLC大師索羅斯基金管理 | 0 | $0 | 0.00% | −22,951−100.0% | 清倉 |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −20,936−100.0% | 清倉 |
| Sona Asset Management (US) LLC | 0 | $0 | 0.00% | −17,600−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −12,509−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −15,884−100.0% | 清倉 |
| ARS Investment Partners, LLC | 0 | $0 | 0.00% | −16,376−100.0% | 清倉 |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −15,140−100.0% | 清倉 |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Connective Capital Management, LLC | 0 | $0 | 0.00% | −12,682−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,119−100.0% | 清倉 |
| Allstate Corp | 0 | $0 | 0.00% | −11,471−100.0% | 清倉 |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −11,457−100.0% | 清倉 |
| Dakota Wealth Management | 0 | $0 | 0.00% | −11,268−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,560−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −10,306−100.0% | 清倉 |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −10,250−100.0% | 清倉 |
| Board of the Pension Protection Fund | 0 | $0 | 0.00% | −9,400−100.0% | 清倉 |
| AXS Investments LLC | 0 | $0 | 0.00% | −9,095−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −9,080−100.0% | 清倉 |
| Scientech Research LLC | 0 | $0 | 0.00% | −8,481−100.0% | 清倉 |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −8,136−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,682−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −6,300−100.0% | 清倉 |
| Wexford Capital LP | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| V2 Financial group LLC | 0 | $0 | 0.00% | −5,516−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −5,407−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −5,335−100.0% | 清倉 |
| Encompass More Asset Management | 0 | $0 | 0.00% | −5,026−100.0% | 清倉 |