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 |
|---|---|---|---|---|---|
| Westwood Holdings Group Inc. | 7,112 | $139.3 萬 | 0.01% | −2,173−23.4% | 減碼 |
| Financial Advisory Service, Inc. | 7,155 | $140.1 萬 | 0.10% | −137−1.9% | 減碼 |
| Ballentine Partners, LLC | 7,272 | $142.4 萬 | 0.02% | +3,223+79.6% | 加碼 |
| Virtue Capital Management, LLC | 7,376 | $144.4 萬 | 0.27% | −1,573−17.6% | 減碼 |
| Bank of Hawaii | 7,415 | $145.2 萬 | 0.08% | +1,322+21.7% | 加碼 |
| BNP Paribas | 7,419 | $145.3 萬 | 0.05% | −111−1.5% | 減碼 |
| Stance Capital LLC | 7,563 | $148.1 萬 | 0.56% | +7,563 | 新進 |
| Change Path, LLC | 7,601 | $148.9 萬 | 0.04% | +364+5.0% | 加碼 |
| Coastal Investment Advisors, Inc. | 7,616 | $149.1 萬 | 0.59% | +2,727+55.8% | 加碼 |
| Clearbridge Investments, LLC | 7,630 | $149.4 萬 | 0.00% | +7,630 | 新進 |
| Clarus Wealth Advisors | 7,761 | $149.6 萬 | 0.69% | +330+4.4% | 加碼 |
| Altrafin AG | 7,700 | $150.8 萬 | 0.51% | +425+5.8% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 7,771 | $152.2 萬 | 0.06% | +1,530+24.5% | 加碼 |
| Calamos Advisors LLC | 7,850 | $153.7 萬 | 0.01% | +1,850+30.8% | 加碼 |
| MAI Capital Management | 7,952 | $155.7 萬 | 0.01% | −100−1.2% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 8,006 | $156.8 萬 | 0.16% | +8,006 | 新進 |
| Pier 88 Investment Partners LLC | 8,180 | $160.2 萬 | 0.30% | −4,540−35.7% | 減碼 |
| Peapack Gladstone Financial Corp | 8,180 | $160.2 萬 | 0.02% | −100−1.2% | 減碼 |
| Mediolanum International Funds Ltd | 8,313 | $161.3 萬 | 0.02% | +1,896+29.5% | 加碼 |
| Integrated Advisors Network LLC | 8,264 | $161.8 萬 | 0.07% | +8,264 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 8,280 | $162.1 萬 | 0.11% | −574−6.5% | 減碼 |
| Atria Investments LLC | 8,282 | $162.2 萬 | 0.02% | +8,282 | 新進 |
| Oribel Capital Management, LP | 8,300 | $162.5 萬 | 0.09% | −20,800−71.5% | 減碼 |
| Western Financial Corp | 8,377 | $164.0 萬 | 0.88% | −150−1.8% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 8,419 | $164.9 萬 | 0.01% | +1,822+27.6% | 加碼 |
| Green Alpha Advisors, LLC | 8,437 | $165.2 萬 | 1.58% | −599−6.6% | 減碼 |
| Equitable Holdings, Inc. | 8,442 | $165.3 萬 | 0.01% | +6,516+338.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 8,566 | $167.7 萬 | 0.08% | +7,933+1,253.2% | 加碼 |
| National Bank of Canada | 8,726 | $170.9 萬 | 0.00% | −2,474−22.1% | 減碼 |
| Northwest & Ethical Investments L.P. | 8,869 | $172.1 萬 | 0.04% | −1,100−11.0% | 減碼 |
| Atlas Brown,Inc. | 8,847 | $173.3 萬 | 0.56% | 00.0% | 不變 |
| Western Wealth Management, LLC | 9,003 | $176.3 萬 | 0.10% | +2,228+32.9% | 加碼 |
| Portman Square Capital LLP | 9,095 | $178.1 萬 | 0.19% | −1,027−10.1% | 減碼 |
| Belpointe Asset Management LLC | 9,118 | $178.6 萬 | 0.07% | +1,331+17.1% | 加碼 |
| Fortis Capital Advisors, LLC | 9,118 | $178.6 萬 | 0.32% | +1,331+17.1% | 加碼 |
| Kirtland Hills Capital Management, LLC | 9,168 | $179.5 萬 | 0.83% | +3,269+55.4% | 加碼 |
| Calamos Wealth Management LLC | 9,170 | $179.6 萬 | 0.08% | +7,004+323.4% | 加碼 |
| Mission Wealth Management, LP | 9,343 | $183.0 萬 | 0.04% | −2,750−22.7% | 減碼 |
| Everence Capital Management Inc | 9,380 | $183.7 萬 | 0.12% | 00.0% | 不變 |
| Bank of Nova Scotia | 9,442 | $184.9 萬 | 0.00% | +4,757+101.5% | 加碼 |
| Brandywine Managers, LLC | 9,906 | $194.0 萬 | 1.93% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 9,961 | $195.1 萬 | 0.00% | +2,722+37.6% | 加碼 |
| Integrated Wealth Concepts LLC | 10,121 | $198.2 萬 | 0.02% | +1,176+13.1% | 加碼 |
| Keystone Wealth Services, LLC | 10,129 | $198.4 萬 | 0.48% | +1,474+17.0% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 10,142 | $198.6 萬 | 0.05% | −69,485−87.3% | 減碼 |
| Steel Peak Wealth Management LLC | 10,184 | $199.4 萬 | 0.08% | +102+1.0% | 加碼 |
| Titleist Asset Management, LLC | 10,192 | $199.6 萬 | 0.20% | −138−1.3% | 減碼 |
| Signaturefd, LLC | 10,221 | $200.2 萬 | 0.03% | +159+1.6% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,237 | $200.2 萬 | 0.02% | −10,810−51.4% | 減碼 |
| SBI Securities Co., Ltd. | 10,368 | $203.0 萬 | 0.06% | +26+0.3% | 加碼 |
| Oppenheimer & Co Inc | 10,383 | $203.3 萬 | 0.03% | −5,961−36.5% | 減碼 |
| Jupiter Asset Management Ltd | 10,384 | $203.3 萬 | 0.02% | +10,384 | 新進 |
| Avantax Advisory Services, Inc. | 10,407 | $203.8 萬 | 0.01% | +3,705+55.3% | 加碼 |
| Proactive Wealth Strategies LLC | 10,615 | $207.9 萬 | 0.98% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 10,689 | $209.3 萬 | 0.02% | +8,027+301.5% | 加碼 |
| Omers Administration Corp | 10,715 | $209.8 萬 | 0.02% | 00.0% | 不變 |
| Index Fund Advisors, Inc. | 10,729 | $210.1 萬 | 0.12% | +10,729 | 新進 |
| Joel Isaacson & Co., LLC | 10,885 | $213.2 萬 | 0.09% | +10+0.1% | 加碼 |
| ExodusPoint Capital Management, LP | 11,051 | $216.4 萬 | 0.03% | +11,051 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 11,106 | $217.5 萬 | 0.01% | −2,326−17.3% | 減碼 |
| Generali Asset Management SPA SGR | 11,117 | $217.7 萬 | 0.05% | +128+1.2% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 11,220 | $219.7 萬 | 0.08% | +532+5.0% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 11,357 | $222.4 萬 | 0.06% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 11,508 | $225.4 萬 | 0.03% | −1,000−8.0% | 減碼 |
| E Fund Management Co., Ltd. | 11,594 | $227.0 萬 | 0.11% | +11,594 | 新進 |
| Malaga Cove Capital, LLC | 11,654 | $228.2 萬 | 0.90% | −383−3.2% | 減碼 |
| Ocean Capital Management, LLC | 11,668 | $228.5 萬 | 0.50% | +2,060+21.4% | 加碼 |
| STRS Ohio | 11,779 | $230.7 萬 | 0.01% | +5,673+92.9% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 11,975 | $234.5 萬 | 0.12% | −289−2.4% | 減碼 |
| Keybank National Association | 12,024 | $235.5 萬 | 0.01% | +8,608+252.0% | 加碼 |
| Creekmur Asset Management LLC | 12,042 | $235.8 萬 | 0.42% | +12,042 | 新進 |
| Farther Finance Advisors, LLC | 12,076 | $236.5 萬 | 0.05% | −38−0.3% | 減碼 |
| Geneos Wealth Management Inc. | 12,136 | $237.7 萬 | 0.06% | −2,976−19.7% | 減碼 |
| Keystone Investors Pte Ltd | 12,138 | $237.7 萬 | 0.49% | +12,138 | 新進 |
| Profund Advisors LLC | 12,222 | $239.3 萬 | 0.09% | −5,726−31.9% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 12,511 | $245.0 萬 | 0.46% | −3,798−23.3% | 減碼 |
| Bulltick Wealth Management, LLC | 12,524 | $245.3 萬 | 0.61% | +12,524 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 12,742 | $249.5 萬 | 0.02% | +2,941+30.0% | 加碼 |
| Engineers Gate Manager LP | 12,807 | $250.8 萬 | 0.03% | −97,375−88.4% | 減碼 |
| CIBC World Markets Corp | 12,857 | $251.8 萬 | 0.02% | −1,054−7.6% | 減碼 |
| CIBC Asset Management Inc | 12,961 | $253.8 萬 | 0.01% | +86+0.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 12,962 | $253.8 萬 | 0.00% | +321+2.5% | 加碼 |
| Castle Rock Wealth Management, LLC | 12,943 | $256.8 萬 | 0.60% | +1,229+10.5% | 加碼 |
| Grandview Asset Management LLC | 13,356 | $261.6 萬 | 0.84% | +150+1.1% | 加碼 |
| M&T Bank Corp | 13,396 | $262.3 萬 | 0.01% | +667+5.2% | 加碼 |
| NTV Asset Management LLC | 13,400 | $262.4 萬 | 0.31% | −300−2.2% | 減碼 |
| Park Avenue Securities LLC | 13,424 | $262.9 萬 | 0.02% | +2,772+26.0% | 加碼 |
| Jones Financial Companies LLLP | 13,578 | $263.5 萬 | 0.00% | +4,832+55.2% | 加碼 |
| MBM Wealth Consultants, LLC | 13,480 | $264.0 萬 | 0.71% | −2,489−15.6% | 減碼 |
| Alps Advisors Inc | 13,949 | $273.2 萬 | 0.02% | −3,256−18.9% | 減碼 |
| Brinker Capital Investments, LLC | 13,957 | $273.3 萬 | 0.02% | +7,585+119.0% | 加碼 |
| Summit Trail Advisors, LLC | 14,621 | $286.3 萬 | 0.05% | +2,517+20.8% | 加碼 |
| Blue Barn Wealth, LLC | 14,674 | $287.4 萬 | 1.35% | +352+2.5% | 加碼 |
| Sandler Capital Management | 14,678 | $287.4 萬 | 1.00% | −6,915−32.0% | 減碼 |
| Maryland State Retirement & Pension System | 14,999 | $293.7 萬 | 0.06% | +982+7.0% | 加碼 |
| Cushing Asset Management, LP | 15,000 | $293.7 萬 | 0.18% | +15,000 | 新進 |
| Donoghue Forlines LLC | 15,042 | $294.6 萬 | 0.84% | −3,814−20.2% | 減碼 |
| Independent Solutions Wealth Management, LLC | 15,059 | $294.9 萬 | 0.58% | +11,230+293.3% | 加碼 |
| Colony Group, LLC | 15,101 | $295.7 萬 | 0.01% | −220−1.4% | 減碼 |
| Black Swift Group, LLC | 15,250 | $298.6 萬 | 0.60% | +900+6.3% | 加碼 |