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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 103,964 | $2,036 萬 | 0.08% | +862+0.8% | 加碼 |
| Glynn Capital Management LLC | 106,866 | $2,093 萬 | 4.71% | −50,043−31.9% | 減碼 |
| KLP Kapitalforvaltning AS | 112,300 | $2,199 萬 | 0.09% | +2,000+1.8% | 加碼 |
| RPG Investment Advisory, LLC | 112,342 | $2,200 萬 | 2.74% | −184,520−62.2% | 減碼 |
| Erste Asset Management GmbH | 113,118 | $2,210 萬 | 0.19% | +2,168+2.0% | 加碼 |
| Nomura Asset Management Co Ltd | 113,961 | $2,232 萬 | 0.06% | +10,947+10.6% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 115,400 | $2,260 萬 | 0.16% | +8,300+7.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 117,415 | $2,299 萬 | 0.06% | +36,036+44.3% | 加碼 |
| Liontrust Investment Partners LLP | 117,475 | $2,301 萬 | 0.33% | +50,763+76.1% | 加碼 |
| Mariner, LLC | 118,034 | $2,311 萬 | 0.03% | +6,163+5.5% | 加碼 |
| Forte Capital LLC | 118,334 | $2,317 萬 | 2.49% | −9,591−7.5% | 減碼 |
| Public Employees Retirement System of Ohio | 119,814 | $2,346 萬 | 0.08% | +26,039+27.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 126,387 | $2,475 萬 | 0.02% | −7,774−5.8% | 減碼 |
| Acadian Asset Management LLC | 127,677 | $2,500 萬 | 0.05% | +115,225+925.4% | 加碼 |
| Picton Mahoney Asset Management | 129,395 | $2,534 萬 | 0.36% | −16,110−11.1% | 減碼 |
| Parnassus Investments | 130,564 | $2,557 萬 | 0.06% | −3,583−2.7% | 減碼 |
| Capital International Inc | 134,755 | $2,639 萬 | 0.26% | +28,872+27.3% | 加碼 |
| Jane Street Group, LLC | 140,762 | $2,757 萬 | 0.04% | −508,895−78.3% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 141,691 | $2,775 萬 | 0.05% | −4,843−3.3% | 減碼 |
| Danske Bank A/S | 142,934 | $2,799 萬 | 0.07% | +15,504+12.2% | 加碼 |
| APG Asset Management N.V. | 169,000 | $2,819 萬 | 0.08% | −6,071−3.5% | 減碼 |
| Treasurer of the State of North Carolina | 144,152 | $2,823 萬 | 0.09% | +4,796+3.4% | 加碼 |
| Hartline Investment Corp | 146,455 | $2,868 萬 | 3.26% | −14,001−8.7% | 減碼 |
| Mizuho Markets Americas LLC | 153,028 | $2,997 萬 | 0.99% | −105,030−40.7% | 減碼 |
| Capital International Ltd | 153,166 | $2,999 萬 | 1.15% | +28,793+23.2% | 加碼 |
| New York State Common Retirement Fund | 155,528 | $3,046 萬 | 0.04% | +5,000+3.3% | 加碼 |
| Barclays PLC | 156,210 | $3,059 萬 | 0.01% | −64,405−29.2% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 156,878 | $3,072 萬 | 1.53% | −1,004−0.6% | 減碼 |
| Handelsbanken Fonder AB | 158,659 | $3,107 萬 | 0.11% | +25,958+19.6% | 加碼 |
| Storebrand Asset Management AS | 159,956 | $3,132 萬 | 0.09% | +11,880+8.0% | 加碼 |
| State of Wisconsin Investment Board | 164,813 | $3,228 萬 | 0.08% | −7,322−4.3% | 減碼 |
| 12 West Capital Management LP | 165,000 | $3,231 萬 | 3.42% | 00.0% | 不變 |
| Royal London Asset Management Ltd | 167,775 | $3,286 萬 | 0.07% | +7,397+4.6% | 加碼 |
| Standard Life Aberdeen plc | 169,703 | $3,323 萬 | 0.06% | +9,977+6.2% | 加碼 |
| HSBC Holdings PLC | 170,931 | $3,346 萬 | 0.02% | −18,622−9.8% | 減碼 |
| LPL Financial LLC | 178,009 | $3,486 萬 | 0.01% | +36,269+25.6% | 加碼 |
| Carnegie Capital Asset Management, LLC | 178,318 | $3,492 萬 | 0.70% | −9,055−4.8% | 減碼 |
| Russell Investments Group, Ltd. | 183,891 | $3,598 萬 | 0.05% | −44,708−19.6% | 減碼 |
| Bank of Montreal | 189,348 | $3,708 萬 | 0.02% | +21,428+12.8% | 加碼 |
| Korea Investment CORP | 195,639 | $3,831 萬 | 0.09% | −37,517−16.1% | 減碼 |
| Jennison Associates LLC | 196,750 | $3,853 萬 | 0.02% | +196,750 | 新進 |
| Pinebridge Investments, L.P. | 198,284 | $3,883 萬 | 0.32% | −39,762−16.7% | 減碼 |
| Blair William & Co | 201,229 | $3,941 萬 | 0.11% | +180,604+875.7% | 加碼 |
| Schroder Investment Management Group | 202,044 | $3,957 萬 | 0.03% | −6,857−3.3% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 204,306 | $4,001 萬 | 0.29% | −14,832−6.8% | 減碼 |
| Canada Pension Plan Investment Board | 206,420 | $4,042 萬 | 0.03% | +817+0.4% | 加碼 |
| Kames Capital plc | 216,081 | $4,227 萬 | 0.54% | −23,782−9.9% | 減碼 |
| Asset Management One Co.,Ltd. | 224,317 | $4,393 萬 | 0.14% | +4,210+1.9% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 227,816 | $4,461 萬 | 0.36% | −17,465−7.1% | 減碼 |
| Whittier Trust Co | 228,664 | $4,478 萬 | 0.54% | +228,062+37,884.1% | 加碼 |
| Alliancebernstein L.P. | 230,709 | $4,518 萬 | 0.01% | −38,565−14.3% | 減碼 |
| Aviva PLC | 230,812 | $4,520 萬 | 0.09% | +128,553+125.7% | 加碼 |
| Wim Investment Management Ltd | 237,249 | $4,646 萬 | 15.44% | 00.0% | 不變 |
| Capital International Sarl | 242,036 | $4,740 萬 | 0.91% | +53,175+28.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 247,726 | $4,851 萬 | 0.05% | +242,281+4,449.6% | 加碼 |
| Linden Advisors LP | 248,523 | $4,867 萬 | 0.30% | +248,523 | 新進 |
| Qube Research & Technologies Ltd | 254,751 | $4,989 萬 | 0.07% | −1,015,797−79.9% | 減碼 |
| Ensign Peak Advisors, Inc | 255,252 | $4,999 萬 | 0.09% | −65,465−20.4% | 減碼 |
| AXA S.A. | 259,364 | $5,079 萬 | 0.15% | +193,581+294.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 269,988 | $5,287 萬 | 0.04% | +23,127+9.4% | 加碼 |
| Frontier Capital Management Co LLC | 272,738 | $5,341 萬 | 0.49% | +268,867+6,945.7% | 加碼 |
| Los Angeles Capital Management LLC | 272,939 | $5,345 萬 | 0.20% | +75,476+38.2% | 加碼 |
| Squarepoint Ops LLC | 279,446 | $5,472 萬 | 0.12% | −534,465−65.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 312,292 | $5,776 萬 | 0.10% | −32,665−9.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 298,751 | $5,850 萬 | 0.10% | +5,303+1.8% | 加碼 |
| Principal Financial Group Inc | 300,021 | $5,875 萬 | 0.03% | +234,408+357.3% | 加碼 |
| NZS Capital, LLC | 300,505 | $5,885 萬 | 2.00% | +1,109+0.4% | 加碼 |
| Select Equity Group, L.P. | 303,250 | $5,939 萬 | 0.25% | −339,893−52.8% | 減碼 |
| Whetstone Capital Advisors, LLC | 315,685 | $6,182 萬 | 17.47% | −1,275−0.4% | 減碼 |
| Citigroup Inc | 316,760 | $6,203 萬 | 0.04% | +139,938+79.1% | 加碼 |
| Envestnet Asset Management Inc | 322,600 | $6,317 萬 | 0.02% | +119,150+58.6% | 加碼 |
| SEI Investments Co | 329,036 | $6,443 萬 | 0.07% | +38,776+13.4% | 加碼 |
| Great West Life Assurance Co | 350,869 | $6,870 萬 | 0.11% | +6,478+1.9% | 加碼 |
| Parallax Volatility Advisers, L.P. | 360,365 | $6,894 萬 | 2.76% | +102,036+39.5% | 加碼 |
| Wells Fargo & Company | 363,220 | $7,113 萬 | 0.02% | +102,423+39.3% | 加碼 |
| Dimensional Fund Advisors LP | 374,397 | $7,331 萬 | 0.02% | −8,920−2.3% | 減碼 |
| Alfreton Capital LLP | 400,000 | $7,833 萬 | 22.73% | −30,000−7.0% | 減碼 |
| Rhumbline Advisers | 406,408 | $7,959 萬 | 0.07% | +4,562+1.1% | 加碼 |
| Victory Capital Management Inc | 430,334 | $8,413 萬 | 0.05% | +351,875+448.5% | 加碼 |
| Congress Asset Management Co | 430,400 | $8,429 萬 | 0.58% | +430,400 | 新進 |
| Marshall Wace, LLP | 433,052 | $8,480 萬 | 0.10% | −150,507−25.8% | 減碼 |
| Westfield Capital Management Co LP | 448,696 | $8,787 萬 | 0.37% | +448,696 | 新進 |
| AQR Capital Management LLC | 461,051 | $8,995 萬 | 0.07% | +118,234+34.5% | 加碼 |
| Bessemer Group Inc | 460,702 | $9,022 萬 | 0.15% | −137,378−23.0% | 減碼 |
| Allen Investment Management LLC | 468,127 | $9,167 萬 | 1.00% | +16,178+3.6% | 加碼 |
| California State Teachers Retirement System | 475,075 | $9,303 萬 | 0.10% | +10,262+2.2% | 加碼 |
| AustralianSuper Pty Ltd | 490,057 | $9,597 萬 | 0.49% | +471,549+2,547.8% | 加碼 |
| California Public Employees Retirement System | 506,043 | $9,910 萬 | 0.06% | +38,876+8.3% | 加碼 |
| Bamco Inc | 506,473 | $9,918 萬 | 0.27% | −328,409−39.3% | 減碼 |
| Federated Hermes, Inc. | 527,134 | $1.03 億 | 0.19% | +336,679+176.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 538,042 | $1.05 億 | 0.19% | +396,825+281.0% | 加碼 |
| Neuberger Berman Group LLC | 538,186 | $1.05 億 | 0.08% | +386,654+255.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 546,584 | $1.07 億 | 0.26% | −57,661−9.5% | 減碼 |
| Citadel Advisors LLC | 560,007 | $1.10 億 | 0.10% | +93,867+20.1% | 加碼 |
| Ameriprise Financial Inc | 576,561 | $1.13 億 | 0.03% | −39,590−6.4% | 減碼 |
| Peregrine Capital Management LLC | 601,753 | $1.18 億 | 3.55% | −35,074−5.5% | 減碼 |
| National Pension Service | 612,723 | $1.20 億 | 0.10% | +187,550+44.1% | 加碼 |
| Nikko Asset Management Americas, Inc. | 624,479 | $1.22 億 | 1.22% | −105,333−14.4% | 減碼 |
| Nuveen, LLC | 652,130 | $1.28 億 | 0.04% | −130,577−16.7% | 減碼 |
| Massachusetts Financial Services Co | 663,648 | $1.30 億 | 0.04% | +344,943+108.2% | 加碼 |