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 |
|---|---|---|---|---|---|
| Titleist Asset Management, LLC | 10,192 | $199.6 萬 | 0.20% | −138−1.3% | 減碼 |
| Steel Peak Wealth Management LLC | 10,184 | $199.4 萬 | 0.08% | +102+1.0% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 10,142 | $198.6 萬 | 0.05% | −69,485−87.3% | 減碼 |
| Keystone Wealth Services, LLC | 10,129 | $198.4 萬 | 0.48% | +1,474+17.0% | 加碼 |
| Integrated Wealth Concepts LLC | 10,121 | $198.2 萬 | 0.02% | +1,176+13.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 9,961 | $195.1 萬 | 0.00% | +2,722+37.6% | 加碼 |
| Brandywine Managers, LLC | 9,906 | $194.0 萬 | 1.93% | 00.0% | 不變 |
| Bank of Nova Scotia | 9,442 | $184.9 萬 | 0.00% | +4,757+101.5% | 加碼 |
| Everence Capital Management Inc | 9,380 | $183.7 萬 | 0.12% | 00.0% | 不變 |
| Mission Wealth Management, LP | 9,343 | $183.0 萬 | 0.04% | −2,750−22.7% | 減碼 |
| Calamos Wealth Management LLC | 9,170 | $179.6 萬 | 0.08% | +7,004+323.4% | 加碼 |
| Kirtland Hills Capital Management, LLC | 9,168 | $179.5 萬 | 0.83% | +3,269+55.4% | 加碼 |
| Belpointe Asset Management LLC | 9,118 | $178.6 萬 | 0.07% | +1,331+17.1% | 加碼 |
| Fortis Capital Advisors, LLC | 9,118 | $178.6 萬 | 0.32% | +1,331+17.1% | 加碼 |
| Portman Square Capital LLP | 9,095 | $178.1 萬 | 0.19% | −1,027−10.1% | 減碼 |
| Western Wealth Management, LLC | 9,003 | $176.3 萬 | 0.10% | +2,228+32.9% | 加碼 |
| Atlas Brown,Inc. | 8,847 | $173.3 萬 | 0.56% | 00.0% | 不變 |
| Northwest & Ethical Investments L.P. | 8,869 | $172.1 萬 | 0.04% | −1,100−11.0% | 減碼 |
| National Bank of Canada | 8,726 | $170.9 萬 | 0.00% | −2,474−22.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 8,566 | $167.7 萬 | 0.08% | +7,933+1,253.2% | 加碼 |
| Equitable Holdings, Inc. | 8,442 | $165.3 萬 | 0.01% | +6,516+338.3% | 加碼 |
| Green Alpha Advisors, LLC | 8,437 | $165.2 萬 | 1.58% | −599−6.6% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 8,419 | $164.9 萬 | 0.01% | +1,822+27.6% | 加碼 |
| Western Financial Corp | 8,377 | $164.0 萬 | 0.88% | −150−1.8% | 減碼 |
| Oribel Capital Management, LP | 8,300 | $162.5 萬 | 0.09% | −20,800−71.5% | 減碼 |
| Atria Investments LLC | 8,282 | $162.2 萬 | 0.02% | +8,282 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 8,280 | $162.1 萬 | 0.11% | −574−6.5% | 減碼 |
| Integrated Advisors Network LLC | 8,264 | $161.8 萬 | 0.07% | +8,264 | 新進 |
| Mediolanum International Funds Ltd | 8,313 | $161.3 萬 | 0.02% | +1,896+29.5% | 加碼 |
| Peapack Gladstone Financial Corp | 8,180 | $160.2 萬 | 0.02% | −100−1.2% | 減碼 |
| Pier 88 Investment Partners LLC | 8,180 | $160.2 萬 | 0.30% | −4,540−35.7% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 8,006 | $156.8 萬 | 0.16% | +8,006 | 新進 |
| MAI Capital Management | 7,952 | $155.7 萬 | 0.01% | −100−1.2% | 減碼 |
| Calamos Advisors LLC | 7,850 | $153.7 萬 | 0.01% | +1,850+30.8% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 7,771 | $152.2 萬 | 0.06% | +1,530+24.5% | 加碼 |
| Altrafin AG | 7,700 | $150.8 萬 | 0.51% | +425+5.8% | 加碼 |
| Clarus Wealth Advisors | 7,761 | $149.6 萬 | 0.69% | +330+4.4% | 加碼 |
| Clearbridge Investments, LLC | 7,630 | $149.4 萬 | 0.00% | +7,630 | 新進 |
| Coastal Investment Advisors, Inc. | 7,616 | $149.1 萬 | 0.59% | +2,727+55.8% | 加碼 |
| Change Path, LLC | 7,601 | $148.9 萬 | 0.04% | +364+5.0% | 加碼 |
| Stance Capital LLC | 7,563 | $148.1 萬 | 0.56% | +7,563 | 新進 |
| BNP Paribas | 7,419 | $145.3 萬 | 0.05% | −111−1.5% | 減碼 |
| Bank of Hawaii | 7,415 | $145.2 萬 | 0.08% | +1,322+21.7% | 加碼 |
| Virtue Capital Management, LLC | 7,376 | $144.4 萬 | 0.27% | −1,573−17.6% | 減碼 |
| Ballentine Partners, LLC | 7,272 | $142.4 萬 | 0.02% | +3,223+79.6% | 加碼 |
| Financial Advisory Service, Inc. | 7,155 | $140.1 萬 | 0.10% | −137−1.9% | 減碼 |
| Westwood Holdings Group Inc. | 7,112 | $139.3 萬 | 0.01% | −2,173−23.4% | 減碼 |
| LJI Wealth Management, LLC | 7,100 | $139.0 萬 | 0.24% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 7,098 | $139.0 萬 | 0.16% | −583−7.6% | 減碼 |
| Ofi Invest Asset Management | 8,285 | $138.2 萬 | 0.03% | 00.0% | 不變 |
| Capital Market Strategies LLC | 7,048 | $138.0 萬 | 0.96% | −1,090−13.4% | 減碼 |
| Shelton Wealth Management, LLC | 7,013 | $137.3 萬 | 0.69% | +7,013 | 新進 |
| Sphera Management Technology Funds Ltd | 7,000 | $137.1 萬 | 0.84% | +1,000+16.7% | 加碼 |
| Assenagon Asset Management S.A. | 6,991 | $136.9 萬 | 0.00% | +533+8.3% | 加碼 |
| Harvest Fund Management Co., Ltd | 6,967 | $136.4 萬 | 0.06% | +2,187+45.8% | 加碼 |
| Advisory Resource Group | 6,932 | $135.7 萬 | 0.26% | −1,863−21.2% | 減碼 |
| Retireful, LLC | 6,886 | $134.8 萬 | 0.93% | −4,043−37.0% | 減碼 |
| Thoma Capital Management LLC | 6,866 | $134.5 萬 | 0.86% | +96+1.4% | 加碼 |
| Meridian Wealth Management, LLC | 6,831 | $133.8 萬 | 0.06% | +323+5.0% | 加碼 |
| Illinois Municipal Retirement Fund | 6,824 | $133.6 萬 | 0.02% | +6,824 | 新進 |
| Groupama Asset Managment | – | $132.3 萬 | 0.02% | – | 新進 |
| Walleye Capital LLC | 6,739 | $132.0 萬 | 0.01% | −28,312−80.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 6,671 | $130.6 萬 | 0.02% | +44+0.7% | 加碼 |
| SlateStone Wealth, LLC | 6,671 | $130.6 萬 | 0.12% | +3,490+109.7% | 加碼 |
| Afg Fiduciary Services Limited Partnership | 6,941 | $128.4 萬 | 0.83% | −3,013−30.3% | 減碼 |
| Miller Financial Services LLC | 6,487 | $127.0 萬 | 1.62% | +625+10.7% | 加碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 6,346 | $124.3 萬 | 0.56% | +6,346 | 新進 |
| LRT Capital Management, LLC | 6,316 | $123.7 萬 | 0.73% | +610+10.7% | 加碼 |
| Seven Springs Wealth Group, LLC | 6,236 | $122.1 萬 | 0.30% | +6,236 | 新進 |
| RSM US Wealth Management LLC | 6,169 | $120.8 萬 | 0.02% | +1,064+20.8% | 加碼 |
| Metis Global Partners, LLC | 6,139 | $120.2 萬 | 0.03% | −1,357−18.1% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 6,107 | $119.6 萬 | 0.02% | −857−12.3% | 減碼 |
| Burling Wealth Partners, LLC | 6,107 | $119.6 萬 | 0.22% | +6,107 | 新進 |
| Vestcor Inc | 6,087 | $119.2 萬 | 0.04% | +191+3.2% | 加碼 |
| Cresset Asset Management, LLC | 6,062 | $118.7 萬 | 0.01% | −4,165−40.7% | 減碼 |
| SPX Equities Gestao de Recursos Ltda | 6,000 | $117.5 萬 | 0.11% | −19,000−76.0% | 減碼 |
| Triglav Skladi, D.O.O. | 6,000 | $117.5 萬 | 0.08% | 00.0% | 不變 |
| Vise Technologies, Inc. | 5,985 | $117.2 萬 | 0.05% | +5,985 | 新進 |
| Schonfeld Strategic Advisors LLC | 5,980 | $117.1 萬 | 0.01% | −248,219−97.6% | 減碼 |
| Bridgewater Advisors Inc. | 5,817 | $116.0 萬 | 0.09% | +21+0.4% | 加碼 |
| Putney Financial Group LLC | 5,894 | $115.4 萬 | 1.17% | −298−4.8% | 減碼 |
| Private Advisor Group, LLC | 5,880 | $115.1 萬 | 0.01% | +677+13.0% | 加碼 |
| Flow Traders U.S. LLC | 5,875 | $115.1 萬 | 0.04% | +5,875 | 新進 |
| Diversify Wealth Management, LLC | 5,667 | $114.7 萬 | 0.07% | +2,285+67.6% | 加碼 |
| Wealthedge Investment Advisors, LLC | 5,802 | $113.6 萬 | 0.47% | −6,330−52.2% | 減碼 |
| Pitcairn Co | 5,751 | $112.6 萬 | 0.07% | −776−11.9% | 減碼 |
| Hilltop Holdings Inc. | 5,688 | $111.4 萬 | 0.07% | +45+0.8% | 加碼 |
| Miracle Mile Advisors, LLC | 5,647 | $110.6 萬 | 0.02% | +590+11.7% | 加碼 |
| Everhart Financial Group, Inc. | 5,635 | $110.4 萬 | 0.13% | +436+8.4% | 加碼 |
| Prudential PLC | 5,612 | $109.9 萬 | 0.01% | 00.0% | 不變 |
| Paradigm Asset Management Co LLC | 5,600 | $109.7 萬 | 0.27% | +5,600 | 新進 |
| Knights of Columbus Asset Advisors LLC | 5,570 | $109.1 萬 | 0.07% | −3,212−36.6% | 減碼 |
| DC Investments Management, LLC | 5,532 | $108.3 萬 | 0.45% | 00.0% | 不變 |
| MYDA Advisors LLC | 5,500 | $107.7 萬 | 0.30% | −1,500−21.4% | 減碼 |
| Guggenheim Capital LLC | 5,471 | $107.1 萬 | 0.01% | −38−0.7% | 減碼 |
| Sequoia Financial Advisors, LLC | 5,459 | $106.9 萬 | 0.01% | +1,002+22.5% | 加碼 |
| Mutual of America Capital Management LLC | 5,454 | $106.8 萬 | 0.01% | +5,454 | 新進 |
| Freestone Capital Holdings, LLC | 5,453 | $106.8 萬 | 0.04% | +190+3.6% | 加碼 |
| Prelude Capital Management, LLC | 5,443 | $106.6 萬 | 0.10% | −1,182−17.8% | 減碼 |
| Moneta Group Investment Advisors LLC | 5,424 | $106.2 萬 | 0.01% | +170+3.2% | 加碼 |