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 |
|---|---|---|---|---|---|
| Moors & Cabot, Inc. | 2,026 | $39.7 萬 | 0.02% | +2,026 | 新進 |
| Avestar Capital, LLC | 2,033 | $39.8 萬 | 0.03% | −50−2.4% | 減碼 |
| Capital Asset Advisory Services LLC | 2,168 | $40.1 萬 | 0.02% | +50+2.4% | 加碼 |
| IFP Advisors, Inc | 2,049 | $40.1 萬 | 0.01% | +505+32.7% | 加碼 |
| Savant Capital, LLC | 2,063 | $40.4 萬 | 0.00% | +2,063 | 新進 |
| Howard Capital Management Inc. | 2,076 | $40.7 萬 | 0.01% | +294+16.5% | 加碼 |
| Bridges Investment Management Inc | 2,100 | $41.1 萬 | 0.01% | +26+1.3% | 加碼 |
| Full Sail Capital, LLC | 2,106 | $41.2 萬 | 0.02% | −2−0.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 2,115 | $41.4 萬 | 0.00% | 00.0% | 不變 |
| Pacific Wealth Strategies Group, Inc. | 2,000 | $41.5 萬 | 0.27% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 2,133 | $41.8 萬 | 0.01% | −1,801−45.8% | 減碼 |
| ICONIQ Capital, LLC | 2,136 | $41.8 萬 | 0.01% | +126+6.3% | 加碼 |
| Souders Financial Advisors | 2,154 | $42.2 萬 | 0.05% | −607−22.0% | 減碼 |
| Sivia Capital Partners, LLC | 2,164 | $42.4 萬 | 0.14% | +2,164 | 新進 |
| Portside Wealth Group, LLC | 2,179 | $42.7 萬 | 0.06% | +2,179 | 新進 |
| Steward Partners Investment Advisory, LLC | 2,198 | $43.0 萬 | 0.00% | +144+7.0% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,204 | $43.2 萬 | 0.17% | +269+13.9% | 加碼 |
| Kovack Advisors, Inc. | 2,240 | $43.9 萬 | 0.04% | −175−7.2% | 減碼 |
| Wetherby Asset Management Inc | 2,241 | $43.9 萬 | 0.02% | +2,241 | 新進 |
| Ascent Group, LLC | 2,264 | $44.3 萬 | 0.02% | +2,264 | 新進 |
| Chicago Partners Investment Group LLC | 2,347 | $44.4 萬 | 0.01% | +280+13.5% | 加碼 |
| Kingswood Wealth Advisors, LLC | 2,284 | $44.7 萬 | 0.04% | +366+19.1% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,296 | $44.9 萬 | 0.02% | 00.0% | 不變 |
| West Family Investments, Inc. | 2,304 | $45.1 萬 | 0.12% | +2,304 | 新進 |
| LeConte Wealth Management, LLC | 2,308 | $45.2 萬 | 0.31% | +2,308 | 新進 |
| Pinnacle Associates Ltd | 2,318 | $45.4 萬 | 0.01% | −229−9.0% | 減碼 |
| Challenger Wealth Management | 2,318 | $45.4 萬 | 0.31% | +18+0.8% | 加碼 |
| Blueshift Asset Management, LLC | 2,336 | $45.7 萬 | 0.14% | −7,572−76.4% | 減碼 |
| EP Wealth Advisors, LLC | 2,341 | $45.8 萬 | 0.00% | +240+11.4% | 加碼 |
| Snowden Capital Advisors LLC | 2,361 | $46.2 萬 | 0.01% | +2,361 | 新進 |
| Aaron Wealth Advisors | 2,382 | $46.6 萬 | 0.05% | +496+26.3% | 加碼 |
| Avant Financial Advisors LLC | 2,400 | $47.0 萬 | 0.39% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 2,410 | $47.2 萬 | 0.01% | +2,410 | 新進 |
| West Michigan Advisors, LLC | 2,438 | $47.7 萬 | 0.13% | +2,438 | 新進 |
| Premier Path Wealth Partners, LLC | 2,462 | $48.2 萬 | 0.07% | +139+6.0% | 加碼 |
| Umb Bank N A | 2,464 | $48.3 萬 | 0.01% | +17+0.7% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 2,468 | $48.3 萬 | 0.00% | +250+11.3% | 加碼 |
| Harbour Investments, Inc. | 2,479 | $48.5 萬 | 0.01% | +98+4.1% | 加碼 |
| Bokf, NA | 2,500 | $49.0 萬 | 0.01% | 00.0% | 不變 |
| Cardiff Park Advisors, LLC | 2,506 | $49.1 萬 | 0.04% | −220−8.1% | 減碼 |
| Evoke Wealth, LLC | 2,507 | $49.1 萬 | 0.01% | +183+7.9% | 加碼 |
| Truvestments Capital LLC | 2,521 | $49.4 萬 | 0.10% | +203+8.8% | 加碼 |
| Gill Capital Partners, LLC | 2,544 | $49.8 萬 | 0.16% | −217−7.9% | 減碼 |
| TownSquare Capital, LLC | 2,565 | $50.2 萬 | 0.05% | −23,772−90.3% | 減碼 |
| Sovran Advisors, LLC | 2,606 | $50.2 萬 | 0.05% | −384−12.8% | 減碼 |
| Ostrum Asset Management | 2,571 | $50.3 萬 | 0.02% | +1,356+111.6% | 加碼 |
| Huntleigh Advisors, Inc. | 2,612 | $51.2 萬 | 0.10% | +8+0.3% | 加碼 |
| Personal Cfo Solutions, LLC | 2,628 | $51.5 萬 | 0.10% | +107+4.2% | 加碼 |
| Principal Street Partners, LLC | 2,630 | $51.5 萬 | 0.05% | +2,630 | 新進 |
| Clarendon Private LLC | 2,703 | $52.9 萬 | 0.51% | −20−0.7% | 減碼 |
| Frank, Rimerman Advisors LLC | 2,770 | $54.2 萬 | 0.04% | +527+23.5% | 加碼 |
| Brighton Jones LLC | 2,775 | $54.4 萬 | 0.01% | −1,398−33.5% | 減碼 |
| Qtron Investments LLC | 2,793 | $54.7 萬 | 0.07% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 2,802 | $54.9 萬 | 0.01% | +2,228+388.2% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,811 | $55.1 萬 | 0.00% | +11+0.4% | 加碼 |
| Kestra Private Wealth Services, LLC | 2,813 | $55.1 萬 | 0.01% | −411−12.7% | 減碼 |
| Concurrent Investment Advisors, LLC | 2,875 | $56.3 萬 | 0.01% | −4,144−59.0% | 減碼 |
| Colonial River Wealth Management, LLC | 3,099 | $56.4 萬 | 0.24% | +3,099 | 新進 |
| HB Wealth Management, LLC | 2,888 | $56.6 萬 | 0.00% | −206−6.7% | 減碼 |
| Archer Investment Corp | 2,900 | $56.8 萬 | 0.14% | 00.0% | 不變 |
| National Asset Management, Inc. | 2,966 | $58.1 萬 | 0.03% | +49+1.7% | 加碼 |
| Sagespring Wealth Partners, LLC | 2,974 | $58.2 萬 | 0.01% | +350+13.3% | 加碼 |
| Allworth Financial LP | 2,994 | $58.6 萬 | 0.00% | +213+7.7% | 加碼 |
| Farmers Trust Co | 3,000 | $58.7 萬 | 0.11% | 00.0% | 不變 |
| OV Management LLC | 3,032 | $59.4 萬 | 0.50% | −5,055−62.5% | 減碼 |
| Cigna Investments Inc | 3,049 | $59.7 萬 | 0.10% | +10+0.3% | 加碼 |
| Ellevest, Inc. | 3,108 | $60.9 萬 | 0.10% | −1,426−31.5% | 減碼 |
| Fedenia Advisers LLC | 3,160 | $61.9 萬 | 0.29% | +90+2.9% | 加碼 |
| Central Pacific Bank - Trust Division | 3,192 | $62.5 萬 | 0.08% | −841−20.9% | 減碼 |
| Palumbo Wealth Management LLC | 3,193 | $62.5 萬 | 0.19% | −72−2.2% | 減碼 |
| NewEdge Wealth, LLC | 3,004 | $63.2 萬 | 0.01% | −539−15.2% | 減碼 |
| Reliant Investment Partners, LLC | 3,266 | $64.0 萬 | 0.56% | +3,266 | 新進 |
| Morse Asset Management, Inc | 3,300 | $64.6 萬 | 0.14% | +3,300 | 新進 |
| Barings LLC | 3,325 | $65.1 萬 | 0.02% | −4,700−58.6% | 減碼 |
| Krane Funds Advisors LLC | 3,335 | $65.3 萬 | 0.03% | +461+16.0% | 加碼 |
| Ossiam | 3,343 | $65.5 萬 | 0.01% | +64+2.0% | 加碼 |
| International Assets Investment Management, LLC | 3,359 | $65.8 萬 | 0.05% | +978+41.1% | 加碼 |
| Sender Co & Partners, Inc. | 3,373 | $66.1 萬 | 0.19% | −2,707−44.5% | 減碼 |
| Independence Bank of Kentucky | 3,385 | $66.3 萬 | 0.09% | −200−5.6% | 減碼 |
| Synergy Financial Group, LTD | 3,444 | $67.4 萬 | 0.50% | −101−2.8% | 減碼 |
| Ring Mountain Capital, LLC | 3,426 | $67.6 萬 | 0.41% | −434−11.2% | 減碼 |
| Brookstone Capital Management | 3,468 | $67.9 萬 | 0.01% | −77−2.2% | 減碼 |
| Prospera Financial Services Inc | 3,471 | $68.0 萬 | 0.01% | +13+0.4% | 加碼 |
| Camden Capital, LLC | 3,471 | $68.0 萬 | 0.06% | +578+20.0% | 加碼 |
| Wealthcare Advisory Partners LLC | 3,484 | $68.2 萬 | 0.02% | +232+7.1% | 加碼 |
| Diversify Advisory Services, LLC | 3,407 | $68.9 萬 | 0.03% | +3,407 | 新進 |
| Raiffeisen Bank International AG | 3,534 | $69.2 萬 | 0.01% | 00.0% | 不變 |
| Powell Investment Advisors, LLC | 3,583 | $70.2 萬 | 0.26% | +500+16.2% | 加碼 |
| Sowell Financial Services LLC | 3,595 | $70.4 萬 | 0.03% | +1,585+78.9% | 加碼 |
| Cache Advisors, LLC | 3,650 | $71.5 萬 | 0.19% | +3,650 | 新進 |
| Crossmark Global Holdings, Inc. | 3,662 | $71.7 萬 | 0.01% | +1,027+39.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 3,682 | $71.9 萬 | 0.02% | −3,360−47.7% | 減碼 |
| Mount Lucas Management LP | 3,687 | $72.2 萬 | 0.34% | +1,314+55.4% | 加碼 |
| HighPoint Advisor Group LLC | 3,691 | $72.3 萬 | 0.04% | +642+21.1% | 加碼 |
| Apollon Wealth Management, LLC | 3,696 | $72.4 萬 | 0.01% | +761+25.9% | 加碼 |
| DRW Securities, LLC | 3,739 | $73.2 萬 | 0.05% | +3,739 | 新進 |
| Kingsview Wealth Management, LLC | 3,913 | $76.6 萬 | 0.01% | +2,081+113.6% | 加碼 |
| Main Street Financial Solutions, LLC | 3,929 | $76.9 萬 | 0.06% | 00.0% | 不變 |
| Forum Financial Management, LP | 3,978 | $77.9 萬 | 0.01% | +311+8.5% | 加碼 |
| Greycroft LP | 4,000 | $78.3 萬 | 0.57% | 00.0% | 不變 |