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 |
|---|---|---|---|---|---|
| Swedbank AB | 34,351 | $672.7 萬 | 0.01% | +34,351 | 新進 |
| Pathstone Holdings, LLC | 34,455 | $674.7 萬 | 0.03% | +6,423+22.9% | 加碼 |
| Brown Advisory Inc | 35,155 | $688.4 萬 | 0.01% | +28,611+437.2% | 加碼 |
| Natixis Advisors, L.P. | 35,173 | $688.8 萬 | 0.01% | +35,173 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 36,045 | $689.4 萬 | 0.01% | +3,777+11.7% | 加碼 |
| Strategic Planning Group, LLC | 37,635 | $737.0 萬 | 1.20% | +3,673+10.8% | 加碼 |
| Nissay Asset Management Corp | 38,187 | $747.8 萬 | 0.04% | +1,182+3.2% | 加碼 |
| Simplex Trading, LLC | 38,235 | $748.7 萬 | 0.20% | +38,235 | 新進 |
| Banque Cantonale Vaudoise | 38,317 | $750.5 萬 | 0.31% | +5,716+17.5% | 加碼 |
| Robeco Schweiz AG | 38,400 | $752.0 萬 | 0.17% | +400+1.1% | 加碼 |
| Independent Financial Group, LLC | 38,744 | $758.7 萬 | 0.21% | +17,274+80.5% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 49,062 | $762.2 萬 | 0.02% | +7,084+16.9% | 加碼 |
| Andra AP-fonden | 39,797 | $779.3 萬 | 0.11% | −5,900−12.9% | 減碼 |
| Bearing Point Capital, LLC | 40,077 | $784.8 萬 | 1.44% | +2,853+7.7% | 加碼 |
| Empowered Funds, LLC | 40,087 | $785.0 萬 | 0.09% | +33,431+502.3% | 加碼 |
| Jackson Square Capital, LLC | 41,311 | $809.0 萬 | 1.80% | +29,026+236.3% | 加碼 |
| Nordea Investment Management AB | 42,000 | $817.5 萬 | 0.01% | +1,632+4.0% | 加碼 |
| Square Peg Capital Pty Ltd | 42,259 | $827.6 萬 | 6.68% | −4,358−9.3% | 減碼 |
| Union Bancaire Privee, UBP SA | 50,564 | $829.9 萬 | 0.12% | +9,718+23.8% | 加碼 |
| Ambassador Advisors, LLC | 42,541 | $833.1 萬 | 1.29% | −1,327−3.0% | 減碼 |
| Premier Fund Managers Ltd | 43,600 | $846.5 萬 | 0.31% | +43,600 | 新進 |
| Exchange Traded Concepts, LLC | 43,241 | $846.8 萬 | 0.11% | −16,903−28.1% | 減碼 |
| La Banque Postale Asset Management SA | 44,246 | $866.5 萬 | 0.12% | −54,300−55.1% | 減碼 |
| Davy Global Fund Management Ltd | 44,972 | $880.7 萬 | 0.78% | −12,459−21.7% | 減碼 |
| Maytus Capital Management, LLC | 45,464 | $890.3 萬 | 1.64% | −24,536−35.1% | 減碼 |
| JustInvest LLC | 46,377 | $908.3 萬 | 0.10% | +6,218+15.5% | 加碼 |
| Teacher Retirement System of Texas | 46,887 | $918.2 萬 | 0.04% | +2,208+4.9% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 46,897 | $918.4 萬 | 0.09% | +2,486+5.6% | 加碼 |
| Jefferies Financial Group Inc. | 47,856 | $937.2 萬 | 0.15% | +42,893+864.3% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 48,000 | $940.0 萬 | 1.11% | +24,000+100.0% | 加碼 |
| Assetmark, Inc | 48,246 | $944.8 萬 | 0.02% | +12,539+35.1% | 加碼 |
| British Columbia Investment Management Corp | 48,579 | $951.3 萬 | 0.06% | −9,883−16.9% | 減碼 |
| Hantz Financial Services, Inc. | 49,554 | $970.4 萬 | 0.16% | +49,546+619,325.0% | 加碼 |
| Comerica Bank | 49,695 | $973.2 萬 | 0.04% | +36,748+283.8% | 加碼 |
| Utah Retirement Systems | 50,393 | $986.8 萬 | 0.10% | 00.0% | 不變 |
| Davis-Rea Ltd. | 51,326 | $1,005 萬 | 2.50% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 51,365 | $1,006 萬 | 0.06% | +27,394+114.3% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 51,672 | $1,012 萬 | 0.02% | +51,672 | 新進 |
| AMJ Financial Wealth Management | 51,786 | $1,014 萬 | 2.57% | +7,625+17.3% | 加碼 |
| Lyell Wealth Management, LP | 51,823 | $1,015 萬 | 0.80% | +1,075+2.1% | 加碼 |
| USS Investment Management Ltd | 53,800 | $1,053 萬 | 0.06% | −367−0.7% | 減碼 |
| Slow Capital, Inc. | 53,966 | $1,057 萬 | 1.29% | −50−0.1% | 減碼 |
| Congress Wealth Management LLC | 54,131 | $1,060 萬 | 0.10% | +54,131 | 新進 |
| Renaissance Technologies LLC | 54,600 | $1,069 萬 | 0.01% | +54,600 | 新進 |
| Archon Partners LLC | 55,000 | $1,077 萬 | 1.24% | 00.0% | 不變 |
| Varma Mutual Pension Insurance Co | 55,100 | $1,079 萬 | 0.08% | +55,100 | 新進 |
| DekaBank Deutsche Girozentrale | 55,984 | $1,082 萬 | 0.02% | +1,408+2.6% | 加碼 |
| AIA Group Ltd | 55,756 | $1,092 萬 | 0.24% | +12,802+29.8% | 加碼 |
| Toronto Dominion Bank | 56,095 | $1,099 萬 | 0.02% | +10,147+22.1% | 加碼 |
| Man Group plc | 56,669 | $1,110 萬 | 0.02% | −301,832−84.2% | 減碼 |
| Candriam Luxembourg S.C.A. | 56,702 | $1,110 萬 | 0.06% | −11,273−16.6% | 減碼 |
| Quantinno Capital Management LP | 57,252 | $1,121 萬 | 0.05% | +8,930+18.5% | 加碼 |
| Advisor Group Holdings, Inc. | 58,914 | $1,142 萬 | 0.02% | +31,870+117.8% | 加碼 |
| LGT Group Foundation | 58,654 | $1,149 萬 | 0.14% | −3,122−5.1% | 減碼 |
| IFM Investors Pty Ltd | 58,716 | $1,150 萬 | 0.11% | +2,538+4.5% | 加碼 |
| Oak Ridge Investments LLC | 58,718 | $1,150 萬 | 0.82% | +1,681+2.9% | 加碼 |
| Alyeska Investment Group, L.P. | 58,891 | $1,153 萬 | 0.04% | +58,891 | 新進 |
| MML Investors Services, LLC | 58,991 | $1,155 萬 | 0.03% | +25,802+77.7% | 加碼 |
| Creative Planning | 59,061 | $1,157 萬 | 0.01% | +13,793+30.5% | 加碼 |
| Employees Retirement System of Texas | 60,003 | $1,175 萬 | 0.10% | +2,521+4.4% | 加碼 |
| Commonwealth Equity Services, LLC | 60,893 | $1,193 萬 | 0.02% | +1,076+1.8% | 加碼 |
| Xponance, Inc. | 60,996 | $1,194 萬 | 0.10% | +3,087+5.3% | 加碼 |
| QRG Capital Management, Inc. | 61,189 | $1,198 萬 | 0.10% | −3,962−6.1% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 63,000 | $1,234 萬 | 0.10% | +13,000+26.0% | 加碼 |
| Forsta Ap-Fonden | 63,200 | $1,238 萬 | 0.08% | +1,900+3.1% | 加碼 |
| DnB Asset Management AS | 63,343 | $1,240 萬 | 0.05% | +10,899+20.8% | 加碼 |
| Captrust Financial Advisors | 63,625 | $1,246 萬 | 0.03% | +7,922+14.2% | 加碼 |
| Manchester Global Management (UK) Ltd | 64,000 | $1,253 萬 | 1.81% | +64,000 | 新進 |
| Group One Trading, L.P. | 64,583 | $1,265 萬 | 0.41% | +58,776+1,012.2% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 64,943 | $1,272 萬 | 0.06% | +2,599+4.2% | 加碼 |
| Silvant Capital Management LLC | 66,666 | $1,306 萬 | 0.49% | +47,339+244.9% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 67,128 | $1,315 萬 | 0.12% | +4,700+7.5% | 加碼 |
| Atika Capital Management LLC | 68,801 | $1,347 萬 | 1.41% | +32,801+91.1% | 加碼 |
| Private Advisory Group LLC | 70,685 | $1,384 萬 | 1.30% | +32,458+84.9% | 加碼 |
| Avalon Global Asset Management LLC | 75,400 | $1,477 萬 | 4.16% | −5,000−6.2% | 減碼 |
| Fiera Capital Corp | 76,184 | $1,492 萬 | 0.05% | +76,184 | 新進 |
| Vontobel Holding Ltd. | 76,500 | $1,498 萬 | 0.05% | −32,460−29.8% | 減碼 |
| TD Asset Management Inc | 76,840 | $1,505 萬 | 0.01% | −4,648−5.7% | 減碼 |
| Ci Investments Inc. | 77,643 | $1,521 萬 | 0.06% | +39,126+101.6% | 加碼 |
| Susquehanna International Group, LLP | 78,510 | $1,537 萬 | 0.02% | −95,992−55.0% | 減碼 |
| Sentinel Trust Co Lba | 80,718 | $1,581 萬 | 1.72% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 81,074 | $1,588 萬 | 0.03% | +24,649+43.7% | 加碼 |
| Stifel Financial Corp | 81,230 | $1,591 萬 | 0.02% | +27,273+50.5% | 加碼 |
| Long Walk Management LP | 81,765 | $1,601 萬 | 4.05% | −56,085−40.7% | 減碼 |
| Susquehanna Advisors Group, Inc. | 81,790 | $1,602 萬 | 0.64% | +81,790 | 新進 |
| Walleye Trading LLC | 84,221 | $1,649 萬 | 0.40% | +33,248+65.2% | 加碼 |
| Truist Financial Corp | 84,990 | $1,664 萬 | 0.02% | +13,442+18.8% | 加碼 |
| HighTower Advisors, LLC | 85,296 | $1,670 萬 | 0.02% | +4,735+5.9% | 加碼 |
| Tiaa Trust, National Association | 85,537 | $1,675 萬 | 0.04% | +83,252+3,643.4% | 加碼 |
| Arizona State Retirement System | 90,241 | $1,767 萬 | 0.10% | +1,833+2.1% | 加碼 |
| Cetera Investment Advisers | 92,239 | $1,806 萬 | 0.03% | +13,142+16.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 95,308 | $1,866 萬 | 0.06% | +3,028+3.3% | 加碼 |
| Baker Chad R | 95,900 | $1,878 萬 | 3.49% | 00.0% | 不變 |
| Lansforsakringar Fondforvaltning AB (publ) | 96,063 | $1,881 萬 | 0.11% | −4,087−4.1% | 減碼 |
| RMB Capital Management, LLC | 98,561 | $1,930 萬 | 0.37% | −3,490−3.4% | 減碼 |
| Whittier Trust Co of Nevada Inc | 99,861 | $1,956 萬 | 0.44% | +97,537+4,196.9% | 加碼 |
| Agf Management Ltd | 99,919 | $1,957 萬 | 0.09% | +99,919 | 新進 |
| Grandeur Peak Global Advisors, LLC | 101,514 | $1,988 萬 | 2.40% | −14,012−12.1% | 減碼 |
| Resona Asset Management Co.,Ltd. | 101,918 | $1,993 萬 | 0.10% | +5,507+5.7% | 加碼 |
| Berkshire Capital Holdings Inc | 102,230 | $2,002 萬 | 7.00% | −9,390−8.4% | 減碼 |