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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 55,984 | $1,082 萬 | 0.02% | +1,408+2.6% | 加碼 |
| Varma Mutual Pension Insurance Co | 55,100 | $1,079 萬 | 0.08% | +55,100 | 新進 |
| Archon Partners LLC | 55,000 | $1,077 萬 | 1.24% | 00.0% | 不變 |
| Renaissance Technologies LLC | 54,600 | $1,069 萬 | 0.01% | +54,600 | 新進 |
| Congress Wealth Management LLC | 54,131 | $1,060 萬 | 0.10% | +54,131 | 新進 |
| Slow Capital, Inc. | 53,966 | $1,057 萬 | 1.29% | −50−0.1% | 減碼 |
| USS Investment Management Ltd | 53,800 | $1,053 萬 | 0.07% | −367−0.7% | 減碼 |
| Lyell Wealth Management, LP | 51,823 | $1,015 萬 | 0.80% | +1,075+2.1% | 加碼 |
| AMJ Financial Wealth Management | 51,786 | $1,014 萬 | 2.57% | +7,625+17.3% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 51,672 | $1,012 萬 | 0.02% | +51,672 | 新進 |
| Gotham Asset Management, LLC | 51,365 | $1,006 萬 | 0.06% | +27,394+114.3% | 加碼 |
| Davis-Rea Ltd. | 51,326 | $1,005 萬 | 2.50% | 00.0% | 不變 |
| Utah Retirement Systems | 50,393 | $986.8 萬 | 0.10% | 00.0% | 不變 |
| Comerica Bank | 49,695 | $973.2 萬 | 0.04% | +36,748+283.8% | 加碼 |
| Hantz Financial Services, Inc. | 49,554 | $970.4 萬 | 0.16% | +49,546+619,325.0% | 加碼 |
| British Columbia Investment Management Corp | 48,579 | $951.3 萬 | 0.06% | −9,883−16.9% | 減碼 |
| Assetmark, Inc | 48,246 | $944.8 萬 | 0.02% | +12,539+35.1% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 48,000 | $940.0 萬 | 1.11% | +24,000+100.0% | 加碼 |
| Jefferies Financial Group Inc. | 47,856 | $937.2 萬 | 0.15% | +42,893+864.3% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 46,897 | $918.4 萬 | 0.09% | +2,486+5.6% | 加碼 |
| Teacher Retirement System of Texas | 46,887 | $918.2 萬 | 0.04% | +2,208+4.9% | 加碼 |
| JustInvest LLC | 46,377 | $908.3 萬 | 0.10% | +6,218+15.5% | 加碼 |
| Maytus Capital Management, LLC | 45,464 | $890.3 萬 | 1.64% | −24,536−35.1% | 減碼 |
| Davy Global Fund Management Ltd | 44,972 | $880.7 萬 | 0.78% | −12,459−21.7% | 減碼 |
| La Banque Postale Asset Management SA | 44,246 | $866.5 萬 | 0.12% | −54,300−55.1% | 減碼 |
| Exchange Traded Concepts, LLC | 43,241 | $846.8 萬 | 0.11% | −16,903−28.1% | 減碼 |
| Premier Fund Managers Ltd | 43,600 | $846.5 萬 | 0.31% | +43,600 | 新進 |
| Ambassador Advisors, LLC | 42,541 | $833.1 萬 | 1.29% | −1,327−3.0% | 減碼 |
| Union Bancaire Privee, UBP SA | 50,564 | $829.9 萬 | 0.14% | +9,718+23.8% | 加碼 |
| Square Peg Capital Pty Ltd | 42,259 | $827.6 萬 | 6.68% | −4,358−9.3% | 減碼 |
| Nordea Investment Management AB | 42,000 | $817.5 萬 | 0.01% | +1,632+4.0% | 加碼 |
| Jackson Square Capital, LLC | 41,311 | $809.0 萬 | 1.80% | +29,026+236.3% | 加碼 |
| Empowered Funds, LLC | 40,087 | $785.0 萬 | 0.09% | +33,431+502.3% | 加碼 |
| Bearing Point Capital, LLC | 40,077 | $784.8 萬 | 1.44% | +2,853+7.7% | 加碼 |
| Andra AP-fonden | 39,797 | $779.3 萬 | 0.11% | −5,900−12.9% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 49,062 | $762.2 萬 | 0.02% | +7,084+16.9% | 加碼 |
| Independent Financial Group, LLC | 38,744 | $758.7 萬 | 0.21% | +17,274+80.5% | 加碼 |
| Robeco Schweiz AG | 38,400 | $752.0 萬 | 0.17% | +400+1.1% | 加碼 |
| Banque Cantonale Vaudoise | 38,317 | $750.5 萬 | 0.31% | +5,716+17.5% | 加碼 |
| Simplex Trading, LLC | 38,235 | $748.7 萬 | 0.20% | +38,235 | 新進 |
| Nissay Asset Management Corp | 38,187 | $747.8 萬 | 0.04% | +1,182+3.2% | 加碼 |
| Strategic Planning Group, LLC | 37,635 | $737.0 萬 | 1.20% | +3,673+10.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 36,045 | $689.4 萬 | 0.01% | +3,777+11.7% | 加碼 |
| Natixis Advisors, L.P. | 35,173 | $688.8 萬 | 0.01% | +35,173 | 新進 |
| Brown Advisory Inc | 35,155 | $688.4 萬 | 0.01% | +28,611+437.2% | 加碼 |
| Pathstone Holdings, LLC | 34,455 | $674.7 萬 | 0.03% | +6,423+22.9% | 加碼 |
| Swedbank AB | 34,351 | $672.7 萬 | 0.01% | +34,351 | 新進 |
| Ethic Inc. | 34,531 | $670.1 萬 | 0.12% | +4,082+13.4% | 加碼 |
| OP Asset Management Ltd | 33,808 | $662.1 萬 | 0.10% | +1,362+4.2% | 加碼 |
| Ieq Capital, LLC | 33,772 | $661.4 萬 | 0.04% | +18,912+127.3% | 加碼 |
| US Bancorp | 33,761 | $661.1 萬 | 0.01% | +718+2.2% | 加碼 |
| Robocap Asset Management Ltd | 33,625 | $658.5 萬 | 4.15% | −2,011−5.6% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 33,295 | $652.0 萬 | 1.16% | +6,247+23.1% | 加碼 |
| Mercer Global Advisors Inc | 33,111 | $648.4 萬 | 0.01% | +4,057+14.0% | 加碼 |
| Fifth Third Wealth Advisors LLC | 33,095 | $648.1 萬 | 0.27% | +40.0% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 32,301 | $633.8 萬 | 0.05% | +2,613+8.8% | 加碼 |
| Soltis Investment Advisors LLC | 31,936 | $625.4 萬 | 0.49% | +265+0.8% | 加碼 |
| NWK Group, Inc. | 31,663 | $620.1 萬 | 2.18% | +31,663 | 新進 |
| O'Shaughnessy Asset Management, LLC | 31,134 | $609.7 萬 | 0.04% | −1,280−3.9% | 減碼 |
| FORA Capital, LLC | 31,025 | $607.6 萬 | 0.67% | −14,057−31.2% | 減碼 |
| Wealthfront Advisers LLC | 31,003 | $607.1 萬 | 0.02% | +3,556+13.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,797 | $603.1 萬 | 0.05% | +3,040+11.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 30,591 | $599.1 萬 | 0.02% | −164−0.5% | 減碼 |
| Sterling Capital Management LLC | 30,034 | $588.2 萬 | 0.08% | +29,013+2,841.6% | 加碼 |
| LMR Partners LLP | 30,000 | $587.5 萬 | 0.09% | +29,304+4,210.3% | 加碼 |
| Swiss Life Asset Management Ltd | 29,368 | $575.1 萬 | 0.03% | +8,246+39.0% | 加碼 |
| Y.D. More Investments Ltd | 29,476 | $572.6 萬 | 0.39% | +1,516+5.4% | 加碼 |
| Commerce Bank | 28,847 | $564.9 萬 | 0.03% | +18,554+180.3% | 加碼 |
| Lountzis Asset Management, LLC | 28,558 | $559.3 萬 | 1.97% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 28,431 | $556.8 萬 | 0.01% | +4,751+20.1% | 加碼 |
| Evercore Wealth Management, LLC | 28,330 | $554.8 萬 | 0.09% | −5,170−15.4% | 減碼 |
| Millennium Management LLC | 28,038 | $549.1 萬 | 0.00% | −307,904−91.7% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 27,989 | $548.1 萬 | 0.02% | +2,310+9.0% | 加碼 |
| Jasper Ridge Partners, L.P. | 27,835 | $545.1 萬 | 0.14% | 00.0% | 不變 |
| KP Management LLC | 27,786 | $544.1 萬 | 2.20% | −7,500−21.3% | 減碼 |
| Sepio Capital, LP | 27,781 | $544.0 萬 | 0.39% | +1,105+4.1% | 加碼 |
| Perigon Wealth Management, LLC | 27,607 | $540.6 萬 | 0.13% | +70.0% | 加碼 |
| Cerity Partners LLC | 27,531 | $539.1 萬 | 0.01% | +6,363+30.1% | 加碼 |
| Kestra Advisory Services, LLC | 27,258 | $533.8 萬 | 0.03% | +466+1.7% | 加碼 |
| EFG Asset Management (North America) Corp. | 27,031 | $528.8 萬 | 0.75% | −4,122−13.2% | 減碼 |
| Independent Advisor Alliance | 26,544 | $519.8 萬 | 0.15% | −587−2.2% | 減碼 |
| Goldstream Capital Management Ltd | 26,270 | $514.4 萬 | 2.21% | +26,270 | 新進 |
| Vestor Capital, LLC | 107,344 | $507.9 萬 | 0.49% | +54,262+102.2% | 加碼 |
| ASR Vermogensbeheer N.V. | 25,530 | $499.9 萬 | 0.06% | +5,988+30.6% | 加碼 |
| Generate Investment Management Ltd | 25,293 | $495.3 萬 | 0.27% | +25,293 | 新進 |
| Daiwa Securities Group Inc. | 25,052 | $490.6 萬 | 0.02% | +400+1.6% | 加碼 |
| Main Management ETF Advisors, LLC | 24,922 | $488.0 萬 | 0.20% | +408+1.7% | 加碼 |
| Clear Harbor Asset Management, LLC | 24,790 | $485.5 萬 | 0.37% | −370−1.5% | 減碼 |
| Norden Group LLC | 24,734 | $484.4 萬 | 0.53% | +2,017+8.9% | 加碼 |
| Tredje AP-fonden | 24,733 | $484.3 萬 | 0.04% | +772+3.2% | 加碼 |
| CI Private Wealth, LLC | 24,700 | $483.7 萬 | 0.01% | +6,757+37.7% | 加碼 |
| Toroso Investments, LLC | 24,684 | $483.4 萬 | 0.03% | +11,261+83.9% | 加碼 |
| GWM Advisors LLC | 23,861 | $467.3 萬 | 0.02% | −261−1.1% | 減碼 |
| Verition Fund Management LLC | 23,769 | $465.5 萬 | 0.03% | −78,539−76.8% | 減碼 |
| Janus Henderson Group PLC | 23,696 | $463.6 萬 | 0.00% | −1,903−7.4% | 減碼 |
| Aequim Alternative Investments LP | 23,519 | $460.6 萬 | 0.15% | +20,219+612.7% | 加碼 |
| Amalgamated Bank | 23,148 | $453.3 萬 | 0.03% | +1,746+8.2% | 加碼 |
| Warm Springs Advisors Inc. | 22,198 | $434.7 萬 | 3.73% | +10,000+82.0% | 加碼 |
| Nisa Investment Advisors, LLC | 22,175 | $434.3 萬 | 0.02% | +4,500+25.5% | 加碼 |
| SG Americas Securities, LLC | 22,105 | $432.9 萬 | 0.02% | +6,410+40.8% | 加碼 |