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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 4,012 | $78.5 萬 | 0.05% | −1,034−20.5% | 減碼 |
| Cornerstone Enterprises, LLC | 4,040 | $79.1 萬 | 0.43% | +4,040 | 新進 |
| Menard Financial Group LLC | 4,044 | $79.2 萬 | 0.47% | −105−2.5% | 減碼 |
| Yousif Capital Management, LLC | 4,044 | $79.2 萬 | 0.01% | +75+1.9% | 加碼 |
| Mount Yale Investment Advisors, LLC | 4,091 | $80.1 萬 | 0.06% | +1,644+67.2% | 加碼 |
| Pallas Capital Advisors LLC | 4,104 | $80.4 萬 | 0.03% | +1,178+40.3% | 加碼 |
| Merit Financial Group, LLC | 4,109 | $80.5 萬 | 0.01% | +1,651+67.2% | 加碼 |
| Bryce Point Capital, LLC | 4,161 | $81.5 萬 | 0.69% | +4,161 | 新進 |
| Atomi Financial Group, Inc. | 4,185 | $82.0 萬 | 0.03% | +568+15.7% | 加碼 |
| Pacific Capital Partners Ltd | 4,285 | $83.9 萬 | 0.79% | 00.0% | 不變 |
| Shell Asset Management Co | 4,301 | $84.2 萬 | 0.03% | +2,269+111.7% | 加碼 |
| Coldstream Capital Management Inc | 4,301 | $84.2 萬 | 0.01% | +681+18.8% | 加碼 |
| GraniteShares Advisors LLC | 4,310 | $84.4 萬 | 0.52% | −233−5.1% | 減碼 |
| APG Asset Management US Inc. | 4,591 | $84.9 萬 | 0.01% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 4,336 | $84.9 萬 | 0.05% | +804+22.8% | 加碼 |
| Cravens & Co Advisors, LLC | 4,389 | $85.9 萬 | 0.64% | −107−2.4% | 減碼 |
| Jacobs Levy Equity Management, Inc | 4,447 | $87.1 萬 | 0.00% | +4,447 | 新進 |
| Robeco Institutional Asset Management B.V. | 4,474 | $87.6 萬 | 0.00% | −564−11.2% | 減碼 |
| Cynosure Management, LLC | 4,494 | $88.0 萬 | 0.10% | −86−1.9% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 4,495 | $88.0 萬 | 0.05% | +258+6.1% | 加碼 |
| Lazard Asset Management LLC | 4,525 | $88.5 萬 | 0.00% | +3,148+228.6% | 加碼 |
| ASB Consultores, LLC | 4,555 | $89.2 萬 | 0.60% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 4,556 | $89.2 萬 | 0.03% | +51+1.1% | 加碼 |
| Abn Amro Investment Solutions | 4,557 | $89.2 萬 | 0.02% | +511+12.6% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 4,571 | $89.5 萬 | 0.03% | +221+5.1% | 加碼 |
| United Capital Financial Advisers, LLC | 4,573 | $89.6 萬 | 0.01% | −87−1.9% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 4,627 | $90.6 萬 | 0.11% | +4,627 | 新進 |
| Bryn Mawr Trust Co | 4,683 | $91.7 萬 | 0.02% | −296−5.9% | 減碼 |
| Callan Family Office, LLC | 4,731 | $92.6 萬 | 0.03% | +4,731 | 新進 |
| Left Brain Wealth Management, LLC | 4,765 | $93.3 萬 | 0.33% | +1,460+44.2% | 加碼 |
| Driehaus Capital Management LLC | 4,890 | $95.8 萬 | 0.01% | −1,004−17.0% | 減碼 |
| Wedmont Private Capital | 5,033 | $97.4 萬 | 0.04% | −118−2.3% | 減碼 |
| Advisory Services Network, LLC | 4,690 | $97.4 萬 | 0.02% | −3,232−40.8% | 減碼 |
| Resources Investment Advisors, LLC. | 5,007 | $98.1 萬 | 0.01% | +707+16.4% | 加碼 |
| Emerald Advisers, LLC | 5,029 | $98.5 萬 | 0.04% | +94+1.9% | 加碼 |
| Moore Capital Management, LP | 5,036 | $98.6 萬 | 0.02% | +5,036 | 新進 |
| Plato Investment Management Ltd | 5,061 | $98.7 萬 | 0.07% | +1,979+64.2% | 加碼 |
| Meeder Advisory Services, Inc. | 5,170 | $101.2 萬 | 0.05% | +704+15.8% | 加碼 |
| UniSuper Management Pty Ltd | 5,200 | $101.8 萬 | 0.01% | −600−10.3% | 減碼 |
| Axxcess Wealth Management, LLC | 5,203 | $101.9 萬 | 0.02% | +3,085+145.7% | 加碼 |
| J.W. Cole Advisors, Inc. | 5,240 | $102.6 萬 | 0.02% | +967+22.6% | 加碼 |
| Principal Securities, Inc. | 5,258 | $103.0 萬 | 0.02% | +3,344+174.7% | 加碼 |
| Wealth Management Partners, LLC | 5,427 | $104.7 萬 | 0.37% | +1,168+27.4% | 加碼 |
| Castle Hook Partners LP | 5,365 | $105.1 萬 | 0.02% | +5,365 | 新進 |
| Parallel Advisors, LLC | 5,370 | $105.2 萬 | 0.02% | +1,499+38.7% | 加碼 |
| Prime Capital Investment Advisors, LLC | 5,391 | $105.6 萬 | 0.01% | −1,071−16.6% | 減碼 |
| Van Hulzen Asset Management, LLC | 5,405 | $105.8 萬 | 0.09% | +80+1.5% | 加碼 |
| Moneta Group Investment Advisors LLC | 5,424 | $106.2 萬 | 0.01% | +170+3.2% | 加碼 |
| Prelude Capital Management, LLC | 5,443 | $106.6 萬 | 0.10% | −1,182−17.8% | 減碼 |
| Freestone Capital Holdings, LLC | 5,453 | $106.8 萬 | 0.04% | +190+3.6% | 加碼 |
| Mutual of America Capital Management LLC | 5,454 | $106.8 萬 | 0.01% | +5,454 | 新進 |
| Sequoia Financial Advisors, LLC | 5,459 | $106.9 萬 | 0.01% | +1,002+22.5% | 加碼 |
| Guggenheim Capital LLC | 5,471 | $107.1 萬 | 0.01% | −38−0.7% | 減碼 |
| MYDA Advisors LLC | 5,500 | $107.7 萬 | 0.30% | −1,500−21.4% | 減碼 |
| DC Investments Management, LLC | 5,532 | $108.3 萬 | 0.45% | 00.0% | 不變 |
| Knights of Columbus Asset Advisors LLC | 5,570 | $109.1 萬 | 0.07% | −3,212−36.6% | 減碼 |
| Paradigm Asset Management Co LLC | 5,600 | $109.7 萬 | 0.27% | +5,600 | 新進 |
| Prudential PLC | 5,612 | $109.9 萬 | 0.01% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 5,635 | $110.4 萬 | 0.13% | +436+8.4% | 加碼 |
| Miracle Mile Advisors, LLC | 5,647 | $110.6 萬 | 0.02% | +590+11.7% | 加碼 |
| Hilltop Holdings Inc. | 5,688 | $111.4 萬 | 0.07% | +45+0.8% | 加碼 |
| Pitcairn Co | 5,751 | $112.6 萬 | 0.07% | −776−11.9% | 減碼 |
| Wealthedge Investment Advisors, LLC | 5,802 | $113.6 萬 | 0.47% | −6,330−52.2% | 減碼 |
| Diversify Wealth Management, LLC | 5,667 | $114.7 萬 | 0.07% | +2,285+67.6% | 加碼 |
| Flow Traders U.S. LLC | 5,875 | $115.1 萬 | 0.04% | +5,875 | 新進 |
| Private Advisor Group, LLC | 5,880 | $115.1 萬 | 0.01% | +677+13.0% | 加碼 |
| Putney Financial Group LLC | 5,894 | $115.4 萬 | 1.17% | −298−4.8% | 減碼 |
| Bridgewater Advisors Inc. | 5,817 | $116.0 萬 | 0.09% | +21+0.4% | 加碼 |
| Schonfeld Strategic Advisors LLC | 5,980 | $117.1 萬 | 0.01% | −248,219−97.6% | 減碼 |
| Vise Technologies, Inc. | 5,985 | $117.2 萬 | 0.05% | +5,985 | 新進 |
| SPX Equities Gestao de Recursos Ltda | 6,000 | $117.5 萬 | 0.11% | −19,000−76.0% | 減碼 |
| Triglav Skladi, D.O.O. | 6,000 | $117.5 萬 | 0.08% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 6,062 | $118.7 萬 | 0.01% | −4,165−40.7% | 減碼 |
| Vestcor Inc | 6,087 | $119.2 萬 | 0.04% | +191+3.2% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 6,107 | $119.6 萬 | 0.02% | −857−12.3% | 減碼 |
| Burling Wealth Partners, LLC | 6,107 | $119.6 萬 | 0.22% | +6,107 | 新進 |
| Metis Global Partners, LLC | 6,139 | $120.2 萬 | 0.03% | −1,357−18.1% | 減碼 |
| RSM US Wealth Management LLC | 6,169 | $120.8 萬 | 0.02% | +1,064+20.8% | 加碼 |
| Seven Springs Wealth Group, LLC | 6,236 | $122.1 萬 | 0.30% | +6,236 | 新進 |
| LRT Capital Management, LLC | 6,316 | $123.7 萬 | 0.73% | +610+10.7% | 加碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 6,346 | $124.3 萬 | 0.56% | +6,346 | 新進 |
| Miller Financial Services LLC | 6,487 | $127.0 萬 | 1.62% | +625+10.7% | 加碼 |
| Afg Fiduciary Services Limited Partnership | 6,941 | $128.4 萬 | 0.83% | −3,013−30.3% | 減碼 |
| SlateStone Wealth, LLC | 6,671 | $130.6 萬 | 0.12% | +3,490+109.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 6,671 | $130.6 萬 | 0.02% | +44+0.7% | 加碼 |
| Walleye Capital LLC | 6,739 | $132.0 萬 | 0.01% | −28,312−80.8% | 減碼 |
| Groupama Asset Managment | – | $132.3 萬 | 0.02% | – | 新進 |
| Illinois Municipal Retirement Fund | 6,824 | $133.6 萬 | 0.02% | +6,824 | 新進 |
| Meridian Wealth Management, LLC | 6,831 | $133.8 萬 | 0.06% | +323+5.0% | 加碼 |
| Thoma Capital Management LLC | 6,866 | $134.5 萬 | 0.86% | +96+1.4% | 加碼 |
| Retireful, LLC | 6,886 | $134.8 萬 | 0.93% | −4,043−37.0% | 減碼 |
| Advisory Resource Group | 6,932 | $135.7 萬 | 0.26% | −1,863−21.2% | 減碼 |
| Harvest Fund Management Co., Ltd | 6,967 | $136.4 萬 | 0.06% | +2,187+45.8% | 加碼 |
| Assenagon Asset Management S.A. | 6,991 | $136.9 萬 | 0.00% | +533+8.3% | 加碼 |
| Sphera Management Technology Funds Ltd | 7,000 | $137.1 萬 | 0.84% | +1,000+16.7% | 加碼 |
| Shelton Wealth Management, LLC | 7,013 | $137.3 萬 | 0.69% | +7,013 | 新進 |
| Capital Market Strategies LLC | 7,048 | $138.0 萬 | 0.96% | −1,090−13.4% | 減碼 |
| Ofi Invest Asset Management | 8,285 | $138.2 萬 | 0.03% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 7,098 | $139.0 萬 | 0.16% | −583−7.6% | 減碼 |
| LJI Wealth Management, LLC | 7,100 | $139.0 萬 | 0.24% | 00.0% | 不變 |