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 $697.8 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 | $697.8 億 |
| 2026 年第 1 季 | 1,139 | $570.6 億 |
| 2025 年第 4 季 | 1,091 | $548.2 億 |
| 2025 年第 3 季 | 1,039 | $591.4 億 |
| 2025 年第 2 季 | 947 | $543.2 億 |
| 2025 年第 1 季 | 872 | $297.5 億 |
| 2024 年第 4 季 | 772 | $284.2 億 |
| 2024 年第 3 季 | 680 | $207.3 億 |
| 2024 年第 2 季 | 652 | $211.1 億 |
| 2024 年第 1 季 | 709 | $241.7 億 |
| 2023 年第 4 季 | 678 | $207.4 億 |
| 2023 年第 3 季 | 573 | $158.0 億 |
| 2023 年第 2 季 | 560 | $160.4 億 |
| 2023 年第 1 季 | 572 | $150.7 億 |
| 2022 年第 4 季 | 550 | $109.3 億 |
| 2022 年第 3 季 | 563 | $128.5 億 |
| 2022 年第 2 季 | 550 | $103.4 億 |
| 2022 年第 1 季 | 641 | $279.6 億 |
| 2021 年第 4 季 | 681 | $297.7 億 |
| 2021 年第 3 季 | 620 | $245.6 億 |
| 2021 年第 2 季 | 537 | $226.1 億 |
| 2021 年第 1 季 | 507 | $137.4 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 |
|---|---|---|---|---|---|
| Kames Capital plc | 216,081 | $4,227 萬 | 0.54% | −23,782−9.9% | 減碼 |
| Canada Pension Plan Investment Board | 206,420 | $4,042 萬 | 0.03% | +817+0.4% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 204,306 | $4,001 萬 | 0.29% | −14,832−6.8% | 減碼 |
| Schroder Investment Management Group | 202,044 | $3,957 萬 | 0.03% | −6,857−3.3% | 減碼 |
| Blair William & Co | 201,229 | $3,941 萬 | 0.11% | +180,604+875.7% | 加碼 |
| Pinebridge Investments, L.P. | 198,284 | $3,883 萬 | 0.32% | −39,762−16.7% | 減碼 |
| Jennison Associates LLC | 196,750 | $3,853 萬 | 0.02% | +196,750 | 新進 |
| Korea Investment CORP | 195,639 | $3,831 萬 | 0.09% | −37,517−16.1% | 減碼 |
| Bank of Montreal | 189,348 | $3,708 萬 | 0.02% | +21,428+12.8% | 加碼 |
| Russell Investments Group, Ltd. | 183,891 | $3,598 萬 | 0.05% | −44,708−19.6% | 減碼 |
| Carnegie Capital Asset Management, LLC | 178,318 | $3,492 萬 | 0.70% | −9,055−4.8% | 減碼 |
| LPL Financial LLC | 178,009 | $3,486 萬 | 0.01% | +36,269+25.6% | 加碼 |
| HSBC Holdings PLC | 170,931 | $3,346 萬 | 0.02% | −18,622−9.8% | 減碼 |
| Standard Life Aberdeen plc | 169,703 | $3,323 萬 | 0.06% | +9,977+6.2% | 加碼 |
| Royal London Asset Management Ltd | 167,775 | $3,286 萬 | 0.07% | +7,397+4.6% | 加碼 |
| 12 West Capital Management LP | 165,000 | $3,231 萬 | 3.42% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 164,813 | $3,228 萬 | 0.08% | −7,322−4.3% | 減碼 |
| Storebrand Asset Management AS | 159,956 | $3,132 萬 | 0.09% | +11,880+8.0% | 加碼 |
| Handelsbanken Fonder AB | 158,659 | $3,107 萬 | 0.11% | +25,958+19.6% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 156,878 | $3,072 萬 | 1.53% | −1,004−0.6% | 減碼 |
| Barclays PLC | 156,210 | $3,059 萬 | 0.01% | −64,405−29.2% | 減碼 |
| New York State Common Retirement Fund | 155,528 | $3,046 萬 | 0.04% | +5,000+3.3% | 加碼 |
| Capital International Ltd | 153,166 | $2,999 萬 | 1.15% | +28,793+23.2% | 加碼 |
| Mizuho Markets Americas LLC | 153,028 | $2,997 萬 | 0.99% | −105,030−40.7% | 減碼 |
| Hartline Investment Corp | 146,455 | $2,868 萬 | 3.26% | −14,001−8.7% | 減碼 |
| Treasurer of the State of North Carolina | 144,152 | $2,823 萬 | 0.09% | +4,796+3.4% | 加碼 |
| APG Asset Management N.V. | 169,000 | $2,819 萬 | 0.08% | −6,071−3.5% | 減碼 |
| Danske Bank A/S | 142,934 | $2,799 萬 | 0.07% | +15,504+12.2% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 141,691 | $2,775 萬 | 0.05% | −4,843−3.3% | 減碼 |
| Jane Street Group, LLC | 140,762 | $2,757 萬 | 0.04% | −508,895−78.3% | 減碼 |
| Capital International Inc | 134,755 | $2,639 萬 | 0.26% | +28,872+27.3% | 加碼 |
| Parnassus Investments | 130,564 | $2,557 萬 | 0.06% | −3,583−2.7% | 減碼 |
| Picton Mahoney Asset Management | 129,395 | $2,534 萬 | 0.36% | −16,110−11.1% | 減碼 |
| Acadian Asset Management LLC | 127,677 | $2,500 萬 | 0.05% | +115,225+925.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 126,387 | $2,475 萬 | 0.02% | −7,774−5.8% | 減碼 |
| Public Employees Retirement System of Ohio | 119,814 | $2,346 萬 | 0.08% | +26,039+27.8% | 加碼 |
| Forte Capital LLC | 118,334 | $2,317 萬 | 2.49% | −9,591−7.5% | 減碼 |
| Mariner, LLC | 118,034 | $2,311 萬 | 0.03% | +6,163+5.5% | 加碼 |
| Liontrust Investment Partners LLP | 117,475 | $2,301 萬 | 0.33% | +50,763+76.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 117,415 | $2,299 萬 | 0.06% | +36,036+44.3% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 115,400 | $2,260 萬 | 0.16% | +8,300+7.7% | 加碼 |
| Nomura Asset Management Co Ltd | 113,961 | $2,232 萬 | 0.06% | +10,947+10.6% | 加碼 |
| Erste Asset Management GmbH | 113,118 | $2,210 萬 | 0.19% | +2,168+2.0% | 加碼 |
| RPG Investment Advisory, LLC | 112,342 | $2,200 萬 | 2.74% | −184,520−62.2% | 減碼 |
| KLP Kapitalforvaltning AS | 112,300 | $2,199 萬 | 0.09% | +2,000+1.8% | 加碼 |
| Glynn Capital Management LLC | 106,866 | $2,093 萬 | 4.71% | −50,043−31.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 103,964 | $2,036 萬 | 0.08% | +862+0.8% | 加碼 |
| Berkshire Capital Holdings Inc | 102,230 | $2,002 萬 | 7.00% | −9,390−8.4% | 減碼 |
| Resona Asset Management Co.,Ltd. | 101,918 | $1,993 萬 | 0.10% | +5,507+5.7% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 101,514 | $1,988 萬 | 2.40% | −14,012−12.1% | 減碼 |
| Agf Management Ltd | 99,919 | $1,957 萬 | 0.09% | +99,919 | 新進 |
| Whittier Trust Co of Nevada Inc | 99,861 | $1,956 萬 | 0.44% | +97,537+4,196.9% | 加碼 |
| RMB Capital Management, LLC | 98,561 | $1,930 萬 | 0.37% | −3,490−3.4% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 96,063 | $1,881 萬 | 0.11% | −4,087−4.1% | 減碼 |
| Baker Chad R | 95,900 | $1,878 萬 | 3.49% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 95,308 | $1,866 萬 | 0.06% | +3,028+3.3% | 加碼 |
| Cetera Investment Advisers | 92,239 | $1,806 萬 | 0.03% | +13,142+16.6% | 加碼 |
| Arizona State Retirement System | 90,241 | $1,767 萬 | 0.10% | +1,833+2.1% | 加碼 |
| Tiaa Trust, National Association | 85,537 | $1,675 萬 | 0.04% | +83,252+3,643.4% | 加碼 |
| HighTower Advisors, LLC | 85,296 | $1,670 萬 | 0.02% | +4,735+5.9% | 加碼 |
| Truist Financial Corp | 84,990 | $1,664 萬 | 0.02% | +13,442+18.8% | 加碼 |
| Walleye Trading LLC | 84,221 | $1,649 萬 | 0.40% | +33,248+65.2% | 加碼 |
| Susquehanna Advisors Group, Inc. | 81,790 | $1,602 萬 | 0.64% | +81,790 | 新進 |
| Long Walk Management LP | 81,765 | $1,601 萬 | 4.05% | −56,085−40.7% | 減碼 |
| Stifel Financial Corp | 81,230 | $1,591 萬 | 0.02% | +27,273+50.5% | 加碼 |
| Rockefeller Capital Management L.P. | 81,074 | $1,588 萬 | 0.03% | +24,649+43.7% | 加碼 |
| Sentinel Trust Co Lba | 80,718 | $1,581 萬 | 1.72% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 78,510 | $1,537 萬 | 0.02% | −95,992−55.0% | 減碼 |
| Ci Investments Inc. | 77,643 | $1,521 萬 | 0.06% | +39,126+101.6% | 加碼 |
| TD Asset Management Inc | 76,840 | $1,505 萬 | 0.01% | −4,648−5.7% | 減碼 |
| Vontobel Holding Ltd. | 76,500 | $1,498 萬 | 0.05% | −32,460−29.8% | 減碼 |
| Fiera Capital Corp | 76,184 | $1,492 萬 | 0.05% | +76,184 | 新進 |
| Avalon Global Asset Management LLC | 75,400 | $1,477 萬 | 4.16% | −5,000−6.2% | 減碼 |
| Private Advisory Group LLC | 70,685 | $1,384 萬 | 1.30% | +32,458+84.9% | 加碼 |
| Atika Capital Management LLC | 68,801 | $1,347 萬 | 1.41% | +32,801+91.1% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 67,128 | $1,315 萬 | 0.12% | +4,700+7.5% | 加碼 |
| Silvant Capital Management LLC | 66,666 | $1,306 萬 | 0.49% | +47,339+244.9% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 64,943 | $1,272 萬 | 0.06% | +2,599+4.2% | 加碼 |
| Group One Trading, L.P. | 64,583 | $1,265 萬 | 0.41% | +58,776+1,012.2% | 加碼 |
| Manchester Global Management (UK) Ltd | 64,000 | $1,253 萬 | 1.81% | +64,000 | 新進 |
| Captrust Financial Advisors | 63,625 | $1,246 萬 | 0.03% | +7,922+14.2% | 加碼 |
| DnB Asset Management AS | 63,343 | $1,240 萬 | 0.05% | +10,899+20.8% | 加碼 |
| Forsta Ap-Fonden | 63,200 | $1,238 萬 | 0.08% | +1,900+3.1% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 63,000 | $1,234 萬 | 0.10% | +13,000+26.0% | 加碼 |
| QRG Capital Management, Inc. | 61,189 | $1,198 萬 | 0.10% | −3,962−6.1% | 減碼 |
| Xponance, Inc. | 60,996 | $1,194 萬 | 0.10% | +3,087+5.3% | 加碼 |
| Commonwealth Equity Services, LLC | 60,893 | $1,193 萬 | 0.02% | +1,076+1.8% | 加碼 |
| Employees Retirement System of Texas | 60,003 | $1,175 萬 | 0.10% | +2,521+4.4% | 加碼 |
| Creative Planning | 59,061 | $1,157 萬 | 0.01% | +13,793+30.5% | 加碼 |
| MML Investors Services, LLC | 58,991 | $1,155 萬 | 0.03% | +25,802+77.7% | 加碼 |
| Alyeska Investment Group, L.P. | 58,891 | $1,153 萬 | 0.04% | +58,891 | 新進 |
| Oak Ridge Investments LLC | 58,718 | $1,150 萬 | 0.82% | +1,681+2.9% | 加碼 |
| IFM Investors Pty Ltd | 58,716 | $1,150 萬 | 0.11% | +2,538+4.5% | 加碼 |
| LGT Group Foundation | 58,654 | $1,149 萬 | 0.14% | −3,122−5.1% | 減碼 |
| Advisor Group Holdings, Inc. | 58,914 | $1,142 萬 | 0.02% | +31,870+117.8% | 加碼 |
| Quantinno Capital Management LP | 57,252 | $1,121 萬 | 0.05% | +8,930+18.5% | 加碼 |
| Candriam Luxembourg S.C.A. | 56,702 | $1,110 萬 | 0.06% | −11,273−16.6% | 減碼 |
| Man Group plc | 56,669 | $1,110 萬 | 0.02% | −301,832−84.2% | 減碼 |
| Toronto Dominion Bank | 56,095 | $1,099 萬 | 0.02% | +10,147+22.1% | 加碼 |
| AIA Group Ltd | 55,756 | $1,092 萬 | 0.24% | +12,802+29.8% | 加碼 |