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 $749.7 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 | $749.7 億 |
| 2026 年第 1 季 | 1,139 | $570.6 億 |
| 2025 年第 4 季 | 1,091 | $548.7 億 |
| 2025 年第 3 季 | 1,039 | $614.2 億 |
| 2025 年第 2 季 | 947 | $545.8 億 |
| 2025 年第 1 季 | 872 | $300.5 億 |
| 2024 年第 4 季 | 772 | $284.3 億 |
| 2024 年第 3 季 | 680 | $207.5 億 |
| 2024 年第 2 季 | 652 | $211.9 億 |
| 2024 年第 1 季 | 709 | $296.4 億 |
| 2023 年第 4 季 | 678 | $232.8 億 |
| 2023 年第 3 季 | 573 | $158.1 億 |
| 2023 年第 2 季 | 560 | $160.4 億 |
| 2023 年第 1 季 | 572 | $162.0 億 |
| 2022 年第 4 季 | 550 | $109.7 億 |
| 2022 年第 3 季 | 563 | $128.6 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 |
|---|---|---|---|---|---|
| Diversified Enterprises, LLC | 1,149 | $22.5 萬 | 0.02% | +1,149 | 新進 |
| Lion Street Advisors, LLC | 1,150 | $22.5 萬 | 0.07% | +1,150 | 新進 |
| Polymer Capital Management (HK) LTD | 1,150 | $22.5 萬 | 0.04% | +1,150 | 新進 |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,156 | $22.6 萬 | 0.01% | +1,156 | 新進 |
| Resonant Capital Advisors, LLC | 1,168 | $22.9 萬 | 0.01% | +1,168 | 新進 |
| Archetype Wealth Partners | 1,180 | $23.1 萬 | 0.03% | +1,180 | 新進 |
| Masso Torrence Wealth Management Inc. | 1,181 | $23.1 萬 | 0.11% | +1,181 | 新進 |
| Ritholtz Wealth Management | 1,185 | $23.2 萬 | 0.01% | +1,185 | 新進 |
| Oak Thistle LLC | 1,185 | $23.2 萬 | 0.03% | +1,185 | 新進 |
| Aptus Capital Advisors, LLC | 1,189 | $23.3 萬 | 0.00% | +1,189 | 新進 |
| Objective Capital Management, LLC | 1,200 | $23.5 萬 | 0.26% | +1,200 | 新進 |
| GAMMA Investing LLC | 1,202 | $23.5 萬 | 0.01% | +109+10.0% | 加碼 |
| Proficio Capital Partners LLC | 1,204 | $23.6 萬 | 0.01% | +1,204 | 新進 |
| Total Clarity Wealth Management, Inc. | 1,220 | $23.9 萬 | 0.07% | +1,220 | 新進 |
| Quadrant Private Wealth Management, LLC | 1,226 | $24.0 萬 | 0.05% | +1,226 | 新進 |
| Real Talk Capital, LLC | 1,226 | $24.0 萬 | 0.29% | +1,226 | 新進 |
| Revisor Wealth Management LLC | 1,337 | $24.3 萬 | 0.09% | +1,337 | 新進 |
| Kazazian Asset Management, LLC | 1,250 | $24.5 萬 | 0.34% | −1,250−50.0% | 減碼 |
| New Republic Capital, LLC | 1,255 | $24.6 萬 | 0.09% | +1,255 | 新進 |
| Smartleaf Asset Management LLC | 1,272 | $24.7 萬 | 0.02% | −48−3.6% | 減碼 |
| Birch Hill Investment Advisors LLC | 1,260 | $24.7 萬 | 0.01% | +1,260 | 新進 |
| Covenant Partners, LLC | 1,270 | $24.9 萬 | 0.07% | +1,270 | 新進 |
| Clearstead Advisors, LLC | 1,282 | $25.1 萬 | 0.00% | +199+18.4% | 加碼 |
| Alphadyne Asset Management LP | 1,286 | $25.2 萬 | 0.76% | +1,286 | 新進 |
| Mayflower Financial Advisors, LLC | 1,289 | $25.2 萬 | 0.04% | −2,248−63.6% | 減碼 |
| Ameliora Wealth Management Ltd. | 1,289 | $25.2 萬 | 0.09% | −22−1.7% | 減碼 |
| Waterloo Capital, L.P. | 1,289 | $25.2 萬 | 0.02% | +1,289 | 新進 |
| Legacy Advisory Services, LLC | 1,290 | $25.3 萬 | 0.20% | +1,290 | 新進 |
| FIL Ltd | 1,295 | $25.4 萬 | 0.00% | +1,061+453.4% | 加碼 |
| Centaurus Financial, Inc. | 1,296 | $25.4 萬 | 0.01% | −8−0.6% | 減碼 |
| Pensionmark Financial Group, LLC | 1,301 | $25.5 萬 | 0.01% | +1,301 | 新進 |
| Paradigm Financial Partners, LLC | 1,303 | $25.5 萬 | 0.03% | +1,303 | 新進 |
| Advisor OS, LLC | 1,305 | $25.6 萬 | 0.03% | +1,305 | 新進 |
| Warren Averett Asset Management, LLC | 1,305 | $25.6 萬 | 0.00% | +1,305 | 新進 |
| Quotient Wealth Partners, LLC | 1,320 | $25.8 萬 | 0.01% | +1,320 | 新進 |
| L2 Asset Management, LLC | 1,331 | $26.1 萬 | 0.04% | +1,331 | 新進 |
| Paragon Advisors, LLC | 1,342 | $26.3 萬 | 0.07% | +1,342 | 新進 |
| Liberty One Investment Management, LLC | 1,345 | $26.3 萬 | 0.03% | −830−38.2% | 減碼 |
| Strategy Asset Managers LLC | 1,351 | $26.5 萬 | 0.05% | +1,351 | 新進 |
| Nwam LLC | 1,275 | $26.5 萬 | 0.02% | +1,275 | 新進 |
| Flputnam Investment Management Co | 1,365 | $26.7 萬 | 0.00% | +1,365 | 新進 |
| Benjamin Edwards Inc | 1,368 | $26.8 萬 | 0.00% | +1,368 | 新進 |
| JT Stratford LLC | 1,388 | $27.2 萬 | 0.04% | −674−32.7% | 減碼 |
| Generali Investments, Management Co LLC | 1,393 | $27.2 萬 | 0.06% | +1,393 | 新進 |
| Fortis Capital Management LLC | 1,398 | $27.4 萬 | 0.04% | +1,398 | 新進 |
| Stonekeep Investments, LLC | 1,403 | $27.5 萬 | 0.18% | +1,403 | 新進 |
| Greenleaf Trust | 1,422 | $27.8 萬 | 0.00% | +1,422 | 新進 |
| Westpac Banking Corp | 1,425 | $27.9 萬 | 0.02% | +219+18.2% | 加碼 |
| Core Wealth Partners LLC | 1,440 | $28.2 萬 | 0.14% | +1,440 | 新進 |
| Advisors Asset Management, Inc. | 1,443 | $28.3 萬 | 0.01% | −125−8.0% | 減碼 |
| J. Goldman & Co LP | 1,451 | $28.4 萬 | 0.01% | +1,451 | 新進 |
| Sanders Morris Harris LLC | 1,500 | $29.4 萬 | 0.07% | +1,500 | 新進 |
| Balboa Wealth Partners | 1,500 | $29.4 萬 | 0.06% | +1,500 | 新進 |
| TD Waterhouse Canada Inc. | 1,593 | $29.5 萬 | 0.00% | +101+6.8% | 加碼 |
| Moseley Investment Management Inc | 1,506 | $29.5 萬 | 0.10% | +1,506 | 新進 |
| Buckingham Strategic Partners | 1,508 | $29.5 萬 | 0.00% | +1,508 | 新進 |
| Focused Wealth Management, Inc | 1,513 | $29.6 萬 | 0.04% | +1,513 | 新進 |
| Herold Advisors, Inc. | 1,520 | $29.8 萬 | 0.06% | +1,520 | 新進 |
| PDS Planning, Inc | 1,523 | $29.8 萬 | 0.02% | +1,523 | 新進 |
| 1776 Wealth LLC | 1,527 | $29.9 萬 | 0.12% | +1,527 | 新進 |
| Dynamic Advisor Solutions LLC | 1,528 | $29.9 萬 | 0.01% | −454−22.9% | 減碼 |
| Argent Trust Co | 1,535 | $30.1 萬 | 0.01% | +1,535 | 新進 |
| Fourth Dimension Wealth, LLC | 1,540 | $30.2 萬 | 0.13% | +899+140.2% | 加碼 |
| 180 Wealth Advisors, LLC | 1,607 | $31.5 萬 | 0.04% | +1,607 | 新進 |
| Aprio Wealth Management, LLC | 1,620 | $31.7 萬 | 0.04% | +1,620 | 新進 |
| Insigneo Advisory Services, LLC | 1,647 | $32.3 萬 | 0.03% | +1,647 | 新進 |
| Hummer Financial Advisory Services Inc | 1,650 | $32.3 萬 | 0.24% | +1,650 | 新進 |
| Abacus Planning Group, Inc. | 1,657 | $32.4 萬 | 0.05% | +1,657 | 新進 |
| Graypoint LLC | 1,659 | $32.5 萬 | 0.02% | −266−13.8% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 1,671 | $32.7 萬 | 0.03% | −239−12.5% | 減碼 |
| Fukoku Mutual Life Insurance Co | 1,720 | $33.7 萬 | 0.02% | +1,720 | 新進 |
| Axq Capital, LP | 1,725 | $33.8 萬 | 0.11% | −376−17.9% | 減碼 |
| Conestoga Capital Advisors, LLC | 1,730 | $33.9 萬 | 0.01% | +1,730 | 新進 |
| Alta Advisers Ltd | 1,735 | $34.0 萬 | 0.12% | +1,735 | 新進 |
| Alliance Wealth Advisors, LLC | 1,761 | $34.5 萬 | 0.08% | +1,761 | 新進 |
| Boothbay Fund Management, LLC | 1,792 | $35.1 萬 | 0.01% | −4,000−69.1% | 減碼 |
| Sigma Planning Corp | 1,800 | $35.2 萬 | 0.01% | −484−21.2% | 減碼 |
| Summit Financial, LLC | 1,815 | $35.5 萬 | 0.01% | +1,815 | 新進 |
| Accel Wealth Management | 1,825 | $35.7 萬 | 0.12% | −5−0.3% | 減碼 |
| KPP Advisory Services LLC | 1,836 | $36.0 萬 | 0.06% | 00.0% | 不變 |
| Mutual Advisors, LLC | 1,819 | $36.1 萬 | 0.01% | +145+8.7% | 加碼 |
| Rockbridge Investment Management, LCC | 1,854 | $36.3 萬 | 0.04% | 00.0% | 不變 |
| Fiduciary Planning LLC | 1,854 | $36.3 萬 | 0.12% | +54+3.0% | 加碼 |
| FineMark National Bank & Trust | 1,891 | $37.0 萬 | 0.01% | −150−7.3% | 減碼 |
| Flagship Harbor Advisors, LLC | 1,896 | $37.1 萬 | 0.02% | 00.0% | 不變 |
| Rakuten Securities, Inc. | 1,900 | $37.2 萬 | 0.15% | −256−11.9% | 減碼 |
| Peak Asset Management, LLC | 1,920 | $37.6 萬 | 0.07% | 00.0% | 不變 |
| Leonteq Securities AG | 1,926 | $37.7 萬 | 0.02% | −16,264−89.4% | 減碼 |
| Alamea Verwaltungs GmbH | 1,929 | $37.8 萬 | 0.28% | 00.0% | 不變 |
| We Are One Seven, LLC | 1,933 | $37.9 萬 | 0.01% | +1,933 | 新進 |
| Quent Capital, LLC | 1,946 | $38.1 萬 | 0.04% | −86−4.2% | 減碼 |
| Teamwork Financial Advisors, LLC | 1,959 | $38.4 萬 | 0.05% | +1,959 | 新進 |
| Skopos Labs, Inc. | 1,972 | $38.6 萬 | 0.05% | +469+31.2% | 加碼 |
| LVW Advisors, LLC | 1,975 | $38.7 萬 | 0.04% | +1,975 | 新進 |
| Strategic Blueprint, LLC | 1,997 | $39.1 萬 | 0.02% | −3−0.2% | 減碼 |
| BOCHK Asset Management Ltd | 2,000 | $39.2 萬 | 0.11% | −95,155−97.9% | 減碼 |
| Panagora Asset Management Inc | 2,006 | $39.3 萬 | 0.00% | −140−6.5% | 減碼 |
| Larson Financial Group LLC | 2,012 | $39.4 萬 | 0.02% | +147+7.9% | 加碼 |
| Lodestone Wealth Management LLC | 2,015 | $39.5 萬 | 0.19% | +192+10.5% | 加碼 |
| Sterling Investment Advisors, Ltd. | 2,018 | $39.5 萬 | 0.09% | 00.0% | 不變 |