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 |
|---|---|---|---|---|---|
| EFG Asset Management (Americas) Corp. | 21,793 | $426.8 萬 | 0.79% | −3,455−13.7% | 減碼 |
| Vinva Investment Management Ltd | 21,405 | $415.4 萬 | 0.11% | −35−0.2% | 減碼 |
| TrueMark Investments, LLC | 21,180 | $414.8 萬 | 0.90% | −813−3.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 21,053 | $412.6 萬 | 0.02% | −4,273−16.9% | 減碼 |
| Viking Fund Management LLC | 21,000 | $411.2 萬 | 0.56% | 00.0% | 不變 |
| CIBC World Markets Inc. | 20,981 | $410.9 萬 | 0.01% | −14,529−40.9% | 減碼 |
| Foundations Investment Advisors, LLC | 20,971 | $410.7 萬 | 0.06% | +3,112+17.4% | 加碼 |
| Prudential Financial Inc | 20,685 | $405.1 萬 | 0.01% | +6,972+50.8% | 加碼 |
| Nicholas Investment Partners, LP | 20,472 | $400.9 萬 | 0.36% | −1,637−7.4% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 20,300 | $397.5 萬 | 0.05% | −2,800−12.1% | 減碼 |
| D.A. Davidson & Co. | 20,023 | $392.1 萬 | 0.03% | −263−1.3% | 減碼 |
| Beacon Pointe Advisors, LLC | 19,852 | $388.8 萬 | 0.04% | +562+2.9% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 19,650 | $384.8 萬 | 1.08% | −1,320−6.3% | 減碼 |
| RFG Advisory, LLC | 19,609 | $384.0 萬 | 0.09% | +2,637+15.5% | 加碼 |
| Kentucky Retirement Systems | 19,510 | $382.1 萬 | 0.11% | −1,278−6.1% | 減碼 |
| Entropy Technologies, LP | 19,427 | $380.4 萬 | 0.30% | −6,617−25.4% | 減碼 |
| Mackenzie Financial Corp | 19,345 | $378.8 萬 | 0.00% | +1,257+6.9% | 加碼 |
| SWS Partners | 19,277 | $377.5 萬 | 1.02% | −3,671−16.0% | 減碼 |
| MetLife Investment Management | 19,188 | $375.8 萬 | 0.02% | +459+2.5% | 加碼 |
| Consolidated Press International Holdings Ltd | 18,360 | $359.5 萬 | 0.60% | −3,797−17.1% | 減碼 |
| Azzad Asset Management Inc | 18,298 | $358.3 萬 | 0.38% | +3,375+22.6% | 加碼 |
| Numerai GP LLC | 18,020 | $352.9 萬 | 0.51% | +3,515+24.2% | 加碼 |
| Nwi Management LP | 18,000 | $352.5 萬 | 0.32% | 00.0% | 不變 |
| Vident Advisory, LLC | 17,783 | $348.2 萬 | 0.04% | −886−4.7% | 減碼 |
| Motley Fool Asset Management LLC | 17,752 | $347.6 萬 | 0.16% | +1,691+10.5% | 加碼 |
| Fortis Group Advisors, LLC | 16,721 | $347.1 萬 | 0.63% | −7,960−32.3% | 減碼 |
| Sanctuary Advisors, LLC | 17,686 | $346.3 萬 | 0.02% | +5,861+49.6% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 17,572 | $344.1 萬 | 0.03% | +3,114+21.5% | 加碼 |
| Taylor Frigon Capital Management LLC | 17,229 | $337.4 萬 | 1.79% | −1,112−6.1% | 減碼 |
| TCG Advisory Services, LLC | 17,177 | $336.4 萬 | 0.12% | +14,373+512.6% | 加碼 |
| Highland Capital Management, LLC | 17,050 | $333.9 萬 | 0.18% | +509+3.1% | 加碼 |
| Intech Investment Management LLC | 16,925 | $331.4 萬 | 0.03% | +6,605+64.0% | 加碼 |
| Newbridge Financial Services Group, Inc. | 16,916 | $331.3 萬 | 0.54% | +7,568+81.0% | 加碼 |
| Lido Advisors, LLC | 16,849 | $330.0 萬 | 0.02% | +1,283+8.2% | 加碼 |
| Knollwood Investment Advisory, LLC | 16,800 | $329.0 萬 | 0.32% | 00.0% | 不變 |
| Woodline Partners LP | 16,654 | $326.1 萬 | 0.02% | +16,654 | 新進 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 16,500 | $323.1 萬 | 1.69% | −6,300−27.6% | 減碼 |
| Cannon Advisors, Inc. | 16,471 | $322.6 萬 | 2.60% | +16,471 | 新進 |
| Manufacturers Life Insurance Company, The | 16,461 | $322.4 萬 | 0.00% | +2,093+14.6% | 加碼 |
| Rafferty Asset Management, LLC | 16,166 | $316.6 萬 | 0.01% | +133+0.8% | 加碼 |
| Nia Impact Advisors, LLC | 15,904 | $311.4 萬 | 1.08% | −690−4.2% | 減碼 |
| PDT Partners, LLC | 15,892 | $311.2 萬 | 0.18% | +13,300+513.1% | 加碼 |
| CWM, LLC | 15,855 | $310.5 萬 | 0.01% | +4,163+35.6% | 加碼 |
| Balyasny Asset Management LLC | 15,814 | $309.7 萬 | 0.01% | −111,998−87.6% | 減碼 |
| Gulf International Bank (UK) Ltd | 15,544 | $304.3 萬 | 0.11% | −2,115−12.0% | 減碼 |
| Allianz Asset Management GmbH | 15,433 | $302.2 萬 | 0.00% | −10,267−39.9% | 減碼 |
| Hancock Whitney Corp | 15,267 | $299.0 萬 | 0.06% | +1,857+13.8% | 加碼 |
| Black Swift Group, LLC | 15,250 | $298.6 萬 | 0.60% | +900+6.3% | 加碼 |
| Colony Group, LLC | 15,101 | $295.7 萬 | 0.01% | −220−1.4% | 減碼 |
| Independent Solutions Wealth Management, LLC | 15,059 | $294.9 萬 | 0.58% | +11,230+293.3% | 加碼 |
| Donoghue Forlines LLC | 15,042 | $294.6 萬 | 0.84% | −3,814−20.2% | 減碼 |
| Cushing Asset Management, LP | 15,000 | $293.7 萬 | 0.18% | +15,000 | 新進 |
| Maryland State Retirement & Pension System | 14,999 | $293.7 萬 | 0.06% | +982+7.0% | 加碼 |
| Sandler Capital Management | 14,678 | $287.4 萬 | 1.00% | −6,915−32.0% | 減碼 |
| Blue Barn Wealth, LLC | 14,674 | $287.4 萬 | 1.35% | +352+2.5% | 加碼 |
| Summit Trail Advisors, LLC | 14,621 | $286.3 萬 | 0.05% | +2,517+20.8% | 加碼 |
| Brinker Capital Investments, LLC | 13,957 | $273.3 萬 | 0.02% | +7,585+119.0% | 加碼 |
| Alps Advisors Inc | 13,949 | $273.2 萬 | 0.02% | −3,256−18.9% | 減碼 |
| MBM Wealth Consultants, LLC | 13,480 | $264.0 萬 | 0.71% | −2,489−15.6% | 減碼 |
| Jones Financial Companies LLLP | 13,578 | $263.5 萬 | 0.00% | +4,832+55.2% | 加碼 |
| Park Avenue Securities LLC | 13,424 | $262.9 萬 | 0.02% | +2,772+26.0% | 加碼 |
| NTV Asset Management LLC | 13,400 | $262.4 萬 | 0.31% | −300−2.2% | 減碼 |
| M&T Bank Corp | 13,396 | $262.3 萬 | 0.01% | +667+5.2% | 加碼 |
| Grandview Asset Management LLC | 13,356 | $261.6 萬 | 0.84% | +150+1.1% | 加碼 |
| Castle Rock Wealth Management, LLC | 12,943 | $256.8 萬 | 0.60% | +1,229+10.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 12,962 | $253.8 萬 | 0.00% | +321+2.5% | 加碼 |
| CIBC Asset Management Inc | 12,961 | $253.8 萬 | 0.01% | +86+0.7% | 加碼 |
| CIBC World Markets Corp | 12,857 | $251.8 萬 | 0.02% | −1,054−7.6% | 減碼 |
| Engineers Gate Manager LP | 12,807 | $250.8 萬 | 0.03% | −97,375−88.4% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 12,742 | $249.5 萬 | 0.02% | +2,941+30.0% | 加碼 |
| Bulltick Wealth Management, LLC | 12,524 | $245.3 萬 | 0.61% | +12,524 | 新進 |
| Global Wealth Management Investment Advisory, Inc. | 12,511 | $245.0 萬 | 0.46% | −3,798−23.3% | 減碼 |
| Profund Advisors LLC | 12,222 | $239.3 萬 | 0.09% | −5,726−31.9% | 減碼 |
| Keystone Investors Pte Ltd | 12,138 | $237.7 萬 | 0.49% | +12,138 | 新進 |
| Geneos Wealth Management Inc. | 12,136 | $237.7 萬 | 0.06% | −2,976−19.7% | 減碼 |
| Farther Finance Advisors, LLC | 12,076 | $236.5 萬 | 0.05% | −38−0.3% | 減碼 |
| Creekmur Asset Management LLC | 12,042 | $235.8 萬 | 0.42% | +12,042 | 新進 |
| Keybank National Association | 12,024 | $235.5 萬 | 0.01% | +8,608+252.0% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 11,975 | $234.5 萬 | 0.12% | −289−2.4% | 減碼 |
| STRS Ohio | 11,779 | $230.7 萬 | 0.01% | +5,673+92.9% | 加碼 |
| Ocean Capital Management, LLC | 11,668 | $228.5 萬 | 0.50% | +2,060+21.4% | 加碼 |
| Malaga Cove Capital, LLC | 11,654 | $228.2 萬 | 0.90% | −383−3.2% | 減碼 |
| E Fund Management Co., Ltd. | 11,594 | $227.0 萬 | 0.11% | +11,594 | 新進 |
| Investment Management Corp of Ontario | 11,508 | $225.4 萬 | 0.03% | −1,000−8.0% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 11,357 | $222.4 萬 | 0.06% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 11,220 | $219.7 萬 | 0.08% | +532+5.0% | 加碼 |
| Generali Asset Management SPA SGR | 11,117 | $217.7 萬 | 0.05% | +128+1.2% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 11,106 | $217.5 萬 | 0.01% | −2,326−17.3% | 減碼 |
| ExodusPoint Capital Management, LP | 11,051 | $216.4 萬 | 0.03% | +11,051 | 新進 |
| Joel Isaacson & Co., LLC | 10,885 | $213.2 萬 | 0.09% | +10+0.1% | 加碼 |
| Index Fund Advisors, Inc. | 10,729 | $210.1 萬 | 0.12% | +10,729 | 新進 |
| Omers Administration Corp | 10,715 | $209.8 萬 | 0.02% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 10,689 | $209.3 萬 | 0.02% | +8,027+301.5% | 加碼 |
| Proactive Wealth Strategies LLC | 10,615 | $207.9 萬 | 0.98% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 10,407 | $203.8 萬 | 0.01% | +3,705+55.3% | 加碼 |
| Jupiter Asset Management Ltd | 10,384 | $203.3 萬 | 0.02% | +10,384 | 新進 |
| Oppenheimer & Co Inc | 10,383 | $203.3 萬 | 0.03% | −5,961−36.5% | 減碼 |
| SBI Securities Co., Ltd. | 10,368 | $203.0 萬 | 0.06% | +26+0.3% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,237 | $200.2 萬 | 0.02% | −10,810−51.4% | 減碼 |
| Signaturefd, LLC | 10,221 | $200.2 萬 | 0.03% | +159+1.6% | 加碼 |