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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 15,267 | $299.0 萬 | 0.06% | +1,857+13.8% | 加碼 |
| Allianz Asset Management GmbH | 15,433 | $302.2 萬 | 0.00% | −10,267−39.9% | 減碼 |
| Gulf International Bank (UK) Ltd | 15,544 | $304.3 萬 | 0.11% | −2,115−12.0% | 減碼 |
| Balyasny Asset Management LLC | 15,814 | $309.7 萬 | 0.01% | −111,998−87.6% | 減碼 |
| CWM, LLC | 15,855 | $310.5 萬 | 0.01% | +4,163+35.6% | 加碼 |
| PDT Partners, LLC | 15,892 | $311.2 萬 | 0.18% | +13,300+513.1% | 加碼 |
| Nia Impact Advisors, LLC | 15,904 | $311.4 萬 | 1.08% | −690−4.2% | 減碼 |
| Rafferty Asset Management, LLC | 16,166 | $316.6 萬 | 0.01% | +133+0.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 16,461 | $322.4 萬 | 0.00% | +2,093+14.6% | 加碼 |
| Cannon Advisors, Inc. | 16,471 | $322.6 萬 | 2.60% | +16,471 | 新進 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 16,500 | $323.1 萬 | 1.69% | −6,300−27.6% | 減碼 |
| Woodline Partners LP | 16,654 | $326.1 萬 | 0.02% | +16,654 | 新進 |
| Knollwood Investment Advisory, LLC | 16,800 | $329.0 萬 | 0.32% | 00.0% | 不變 |
| Lido Advisors, LLC | 16,849 | $330.0 萬 | 0.02% | +1,283+8.2% | 加碼 |
| Newbridge Financial Services Group, Inc. | 16,916 | $331.3 萬 | 0.54% | +7,568+81.0% | 加碼 |
| Intech Investment Management LLC | 16,925 | $331.4 萬 | 0.03% | +6,605+64.0% | 加碼 |
| Highland Capital Management, LLC | 17,050 | $333.9 萬 | 0.18% | +509+3.1% | 加碼 |
| TCG Advisory Services, LLC | 17,177 | $336.4 萬 | 0.12% | +14,373+512.6% | 加碼 |
| Taylor Frigon Capital Management LLC | 17,229 | $337.4 萬 | 1.79% | −1,112−6.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 17,572 | $344.1 萬 | 0.03% | +3,114+21.5% | 加碼 |
| Sanctuary Advisors, LLC | 17,686 | $346.3 萬 | 0.02% | +5,861+49.6% | 加碼 |
| Fortis Group Advisors, LLC | 16,721 | $347.1 萬 | 0.63% | −7,960−32.3% | 減碼 |
| Motley Fool Asset Management LLC | 17,752 | $347.6 萬 | 0.16% | +1,691+10.5% | 加碼 |
| Vident Advisory, LLC | 17,783 | $348.2 萬 | 0.04% | −886−4.7% | 減碼 |
| Nwi Management LP | 18,000 | $352.5 萬 | 0.32% | 00.0% | 不變 |
| Numerai GP LLC | 18,020 | $352.9 萬 | 0.51% | +3,515+24.2% | 加碼 |
| Azzad Asset Management Inc | 18,298 | $358.3 萬 | 0.38% | +3,375+22.6% | 加碼 |
| Consolidated Press International Holdings Ltd | 18,360 | $359.5 萬 | 0.60% | −3,797−17.1% | 減碼 |
| MetLife Investment Management | 19,188 | $375.8 萬 | 0.02% | +459+2.5% | 加碼 |
| SWS Partners | 19,277 | $377.5 萬 | 1.02% | −3,671−16.0% | 減碼 |
| Mackenzie Financial Corp | 19,345 | $378.8 萬 | 0.00% | +1,257+6.9% | 加碼 |
| Entropy Technologies, LP | 19,427 | $380.4 萬 | 0.30% | −6,617−25.4% | 減碼 |
| Kentucky Retirement Systems | 19,510 | $382.1 萬 | 0.11% | −1,278−6.1% | 減碼 |
| RFG Advisory, LLC | 19,609 | $384.0 萬 | 0.09% | +2,637+15.5% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 19,650 | $384.8 萬 | 1.08% | −1,320−6.3% | 減碼 |
| Beacon Pointe Advisors, LLC | 19,852 | $388.8 萬 | 0.04% | +562+2.9% | 加碼 |
| D.A. Davidson & Co. | 20,023 | $392.1 萬 | 0.03% | −263−1.3% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 20,300 | $397.5 萬 | 0.05% | −2,800−12.1% | 減碼 |
| Nicholas Investment Partners, LP | 20,472 | $400.9 萬 | 0.36% | −1,637−7.4% | 減碼 |
| Prudential Financial Inc | 20,685 | $405.1 萬 | 0.01% | +6,972+50.8% | 加碼 |
| Foundations Investment Advisors, LLC | 20,971 | $410.7 萬 | 0.06% | +3,112+17.4% | 加碼 |
| CIBC World Markets Inc. | 20,981 | $410.9 萬 | 0.01% | −14,529−40.9% | 減碼 |
| Viking Fund Management LLC | 21,000 | $411.2 萬 | 0.56% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 21,053 | $412.6 萬 | 0.02% | −4,273−16.9% | 減碼 |
| TrueMark Investments, LLC | 21,180 | $414.8 萬 | 0.90% | −813−3.7% | 減碼 |
| Vinva Investment Management Ltd | 21,405 | $415.4 萬 | 0.11% | −35−0.2% | 減碼 |
| EFG Asset Management (Americas) Corp. | 21,793 | $426.8 萬 | 0.79% | −3,455−13.7% | 減碼 |
| SG Americas Securities, LLC | 22,105 | $432.9 萬 | 0.02% | +6,410+40.8% | 加碼 |
| Nisa Investment Advisors, LLC | 22,175 | $434.3 萬 | 0.02% | +4,500+25.5% | 加碼 |
| Warm Springs Advisors Inc. | 22,198 | $434.7 萬 | 3.73% | +10,000+82.0% | 加碼 |
| Amalgamated Bank | 23,148 | $453.3 萬 | 0.03% | +1,746+8.2% | 加碼 |
| Aequim Alternative Investments LP | 23,519 | $460.6 萬 | 0.15% | +20,219+612.7% | 加碼 |
| Janus Henderson Group PLC | 23,696 | $463.6 萬 | 0.00% | −1,903−7.4% | 減碼 |
| Verition Fund Management LLC | 23,769 | $465.5 萬 | 0.03% | −78,539−76.8% | 減碼 |
| GWM Advisors LLC | 23,861 | $467.3 萬 | 0.02% | −261−1.1% | 減碼 |
| Toroso Investments, LLC | 24,684 | $483.4 萬 | 0.03% | +11,261+83.9% | 加碼 |
| CI Private Wealth, LLC | 24,700 | $483.7 萬 | 0.01% | +6,757+37.7% | 加碼 |
| Tredje AP-fonden | 24,733 | $484.3 萬 | 0.04% | +772+3.2% | 加碼 |
| Norden Group LLC | 24,734 | $484.4 萬 | 0.53% | +2,017+8.9% | 加碼 |
| Clear Harbor Asset Management, LLC | 24,790 | $485.5 萬 | 0.37% | −370−1.5% | 減碼 |
| Main Management ETF Advisors, LLC | 24,922 | $488.0 萬 | 0.20% | +408+1.7% | 加碼 |
| Daiwa Securities Group Inc. | 25,052 | $490.6 萬 | 0.02% | +400+1.6% | 加碼 |
| Generate Investment Management Ltd | 25,293 | $495.3 萬 | 0.27% | +25,293 | 新進 |
| ASR Vermogensbeheer N.V. | 25,530 | $499.9 萬 | 0.06% | +5,988+30.6% | 加碼 |
| Vestor Capital, LLC | 107,344 | $507.9 萬 | 0.38% | +54,262+102.2% | 加碼 |
| Goldstream Capital Management Ltd | 26,270 | $514.4 萬 | 2.21% | +26,270 | 新進 |
| Independent Advisor Alliance | 26,544 | $519.8 萬 | 0.15% | −587−2.2% | 減碼 |
| EFG Asset Management (North America) Corp. | 27,031 | $528.8 萬 | 0.75% | −4,122−13.2% | 減碼 |
| Kestra Advisory Services, LLC | 27,258 | $533.8 萬 | 0.03% | +466+1.7% | 加碼 |
| Cerity Partners LLC | 27,531 | $539.1 萬 | 0.01% | +6,363+30.1% | 加碼 |
| Perigon Wealth Management, LLC | 27,607 | $540.6 萬 | 0.13% | +70.0% | 加碼 |
| Sepio Capital, LP | 27,781 | $544.0 萬 | 0.39% | +1,105+4.1% | 加碼 |
| KP Management LLC | 27,786 | $544.1 萬 | 2.20% | −7,500−21.3% | 減碼 |
| Jasper Ridge Partners, L.P. | 27,835 | $545.1 萬 | 0.14% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 27,989 | $548.1 萬 | 0.02% | +2,310+9.0% | 加碼 |
| Millennium Management LLC | 28,038 | $549.1 萬 | 0.00% | −307,904−91.7% | 減碼 |
| Evercore Wealth Management, LLC | 28,330 | $554.8 萬 | 0.09% | −5,170−15.4% | 減碼 |
| Janney Montgomery Scott LLC | 28,431 | $556.8 萬 | 0.01% | +4,751+20.1% | 加碼 |
| Lountzis Asset Management, LLC | 28,558 | $559.3 萬 | 1.97% | 00.0% | 不變 |
| Commerce Bank | 28,847 | $564.9 萬 | 0.03% | +18,554+180.3% | 加碼 |
| Y.D. More Investments Ltd | 29,476 | $572.6 萬 | 0.39% | +1,516+5.4% | 加碼 |
| Swiss Life Asset Management Ltd | 29,368 | $575.1 萬 | 0.03% | +8,246+39.0% | 加碼 |
| LMR Partners LLP | 30,000 | $587.5 萬 | 0.09% | +29,304+4,210.3% | 加碼 |
| Sterling Capital Management LLC | 30,034 | $588.2 萬 | 0.08% | +29,013+2,841.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 30,591 | $599.1 萬 | 0.02% | −164−0.5% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,797 | $603.1 萬 | 0.05% | +3,040+11.0% | 加碼 |
| Wealthfront Advisers LLC | 31,003 | $607.1 萬 | 0.02% | +3,556+13.0% | 加碼 |
| FORA Capital, LLC | 31,025 | $607.6 萬 | 0.67% | −14,057−31.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 31,134 | $609.7 萬 | 0.04% | −1,280−3.9% | 減碼 |
| NWK Group, Inc. | 31,663 | $620.1 萬 | 2.18% | +31,663 | 新進 |
| Soltis Investment Advisors LLC | 31,936 | $625.4 萬 | 0.49% | +265+0.8% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 32,301 | $633.8 萬 | 0.05% | +2,613+8.8% | 加碼 |
| Fifth Third Wealth Advisors LLC | 33,095 | $648.1 萬 | 0.27% | +40.0% | 加碼 |
| Mercer Global Advisors Inc | 33,111 | $648.4 萬 | 0.01% | +4,057+14.0% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 33,295 | $652.0 萬 | 1.16% | +6,247+23.1% | 加碼 |
| Robocap Asset Management Ltd | 33,625 | $658.5 萬 | 4.15% | −2,011−5.6% | 減碼 |
| US Bancorp | 33,761 | $661.1 萬 | 0.01% | +718+2.2% | 加碼 |
| Ieq Capital, LLC | 33,772 | $661.4 萬 | 0.04% | +18,912+127.3% | 加碼 |
| OP Asset Management Ltd | 33,808 | $662.1 萬 | 0.10% | +1,362+4.2% | 加碼 |
| Ethic Inc. | 34,531 | $670.1 萬 | 0.12% | +4,082+13.4% | 加碼 |