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 |
|---|---|---|---|---|---|
| Van Hulzen Asset Management, LLC | 5,405 | $105.8 萬 | 0.09% | +80+1.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 5,391 | $105.6 萬 | 0.01% | −1,071−16.6% | 減碼 |
| Parallel Advisors, LLC | 5,370 | $105.2 萬 | 0.02% | +1,499+38.7% | 加碼 |
| Castle Hook Partners LP | 5,365 | $105.1 萬 | 0.02% | +5,365 | 新進 |
| Wealth Management Partners, LLC | 5,427 | $104.7 萬 | 0.37% | +1,168+27.4% | 加碼 |
| Principal Securities, Inc. | 5,258 | $103.0 萬 | 0.02% | +3,344+174.7% | 加碼 |
| J.W. Cole Advisors, Inc. | 5,240 | $102.6 萬 | 0.02% | +967+22.6% | 加碼 |
| Axxcess Wealth Management, LLC | 5,203 | $101.9 萬 | 0.02% | +3,085+145.7% | 加碼 |
| UniSuper Management Pty Ltd | 5,200 | $101.8 萬 | 0.01% | −600−10.3% | 減碼 |
| Meeder Advisory Services, Inc. | 5,170 | $101.2 萬 | 0.05% | +704+15.8% | 加碼 |
| Plato Investment Management Ltd | 5,061 | $98.7 萬 | 0.07% | +1,979+64.2% | 加碼 |
| Moore Capital Management, LP | 5,036 | $98.6 萬 | 0.02% | +5,036 | 新進 |
| Emerald Advisers, LLC | 5,029 | $98.5 萬 | 0.04% | +94+1.9% | 加碼 |
| Resources Investment Advisors, LLC. | 5,007 | $98.1 萬 | 0.01% | +707+16.4% | 加碼 |
| Advisory Services Network, LLC | 4,690 | $97.4 萬 | 0.02% | −3,232−40.8% | 減碼 |
| Wedmont Private Capital | 5,033 | $97.4 萬 | 0.04% | −118−2.3% | 減碼 |
| Driehaus Capital Management LLC | 4,890 | $95.8 萬 | 0.01% | −1,004−17.0% | 減碼 |
| Left Brain Wealth Management, LLC | 4,765 | $93.3 萬 | 0.33% | +1,460+44.2% | 加碼 |
| Callan Family Office, LLC | 4,731 | $92.6 萬 | 0.03% | +4,731 | 新進 |
| Bryn Mawr Trust Co | 4,683 | $91.7 萬 | 0.02% | −296−5.9% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 4,627 | $90.6 萬 | 0.11% | +4,627 | 新進 |
| United Capital Financial Advisers, LLC | 4,573 | $89.6 萬 | 0.01% | −87−1.9% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 4,571 | $89.5 萬 | 0.03% | +221+5.1% | 加碼 |
| Abn Amro Investment Solutions | 4,557 | $89.2 萬 | 0.02% | +511+12.6% | 加碼 |
| Daymark Wealth Partners, LLC | 4,556 | $89.2 萬 | 0.03% | +51+1.1% | 加碼 |
| ASB Consultores, LLC | 4,555 | $89.2 萬 | 0.60% | 00.0% | 不變 |
| Lazard Asset Management LLC | 4,525 | $88.5 萬 | 0.00% | +3,148+228.6% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 4,495 | $88.0 萬 | 0.05% | +258+6.1% | 加碼 |
| Cynosure Management, LLC | 4,494 | $88.0 萬 | 0.10% | −86−1.9% | 減碼 |
| Robeco Institutional Asset Management B.V. | 4,474 | $87.6 萬 | 0.00% | −564−11.2% | 減碼 |
| Jacobs Levy Equity Management, Inc | 4,447 | $87.1 萬 | 0.00% | +4,447 | 新進 |
| Cravens & Co Advisors, LLC | 4,389 | $85.9 萬 | 0.64% | −107−2.4% | 減碼 |
| Siemens Fonds Invest GmbH | 4,336 | $84.9 萬 | 0.05% | +804+22.8% | 加碼 |
| APG Asset Management US Inc. | 4,591 | $84.9 萬 | 0.01% | 00.0% | 不變 |
| GraniteShares Advisors LLC | 4,310 | $84.4 萬 | 0.52% | −233−5.1% | 減碼 |
| Coldstream Capital Management Inc | 4,301 | $84.2 萬 | 0.01% | +681+18.8% | 加碼 |
| Shell Asset Management Co | 4,301 | $84.2 萬 | 0.03% | +2,269+111.7% | 加碼 |
| Pacific Capital Partners Ltd | 4,285 | $83.9 萬 | 0.79% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 4,185 | $82.0 萬 | 0.03% | +568+15.7% | 加碼 |
| Bryce Point Capital, LLC | 4,161 | $81.5 萬 | 0.69% | +4,161 | 新進 |
| Merit Financial Group, LLC | 4,109 | $80.5 萬 | 0.01% | +1,651+67.2% | 加碼 |
| Pallas Capital Advisors LLC | 4,104 | $80.4 萬 | 0.03% | +1,178+40.3% | 加碼 |
| Mount Yale Investment Advisors, LLC | 4,091 | $80.1 萬 | 0.06% | +1,644+67.2% | 加碼 |
| Menard Financial Group LLC | 4,044 | $79.2 萬 | 0.47% | −105−2.5% | 減碼 |
| Yousif Capital Management, LLC | 4,044 | $79.2 萬 | 0.01% | +75+1.9% | 加碼 |
| Cornerstone Enterprises, LLC | 4,040 | $79.1 萬 | 0.43% | +4,040 | 新進 |
| Thoroughbred Financial Services, LLC | 4,012 | $78.5 萬 | 0.05% | −1,034−20.5% | 減碼 |
| Greycroft LP | 4,000 | $78.3 萬 | 0.57% | 00.0% | 不變 |
| Forum Financial Management, LP | 3,978 | $77.9 萬 | 0.01% | +311+8.5% | 加碼 |
| Main Street Financial Solutions, LLC | 3,929 | $76.9 萬 | 0.06% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 3,913 | $76.6 萬 | 0.01% | +2,081+113.6% | 加碼 |
| DRW Securities, LLC | 3,739 | $73.2 萬 | 0.05% | +3,739 | 新進 |
| Apollon Wealth Management, LLC | 3,696 | $72.4 萬 | 0.01% | +761+25.9% | 加碼 |
| HighPoint Advisor Group LLC | 3,691 | $72.3 萬 | 0.04% | +642+21.1% | 加碼 |
| Mount Lucas Management LP | 3,687 | $72.2 萬 | 0.34% | +1,314+55.4% | 加碼 |
| Atria Wealth Solutions, Inc. | 3,682 | $71.9 萬 | 0.02% | −3,360−47.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 3,662 | $71.7 萬 | 0.01% | +1,027+39.0% | 加碼 |
| Cache Advisors, LLC | 3,650 | $71.5 萬 | 0.19% | +3,650 | 新進 |
| Sowell Financial Services LLC | 3,595 | $70.4 萬 | 0.03% | +1,585+78.9% | 加碼 |
| Powell Investment Advisors, LLC | 3,583 | $70.2 萬 | 0.26% | +500+16.2% | 加碼 |
| Raiffeisen Bank International AG | 3,534 | $69.2 萬 | 0.01% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 3,407 | $68.9 萬 | 0.03% | +3,407 | 新進 |
| Wealthcare Advisory Partners LLC | 3,484 | $68.2 萬 | 0.02% | +232+7.1% | 加碼 |
| Camden Capital, LLC | 3,471 | $68.0 萬 | 0.06% | +578+20.0% | 加碼 |
| Prospera Financial Services Inc | 3,471 | $68.0 萬 | 0.01% | +13+0.4% | 加碼 |
| Brookstone Capital Management | 3,468 | $67.9 萬 | 0.01% | −77−2.2% | 減碼 |
| Ring Mountain Capital, LLC | 3,426 | $67.6 萬 | 0.41% | −434−11.2% | 減碼 |
| Synergy Financial Group, LTD | 3,444 | $67.4 萬 | 0.50% | −101−2.8% | 減碼 |
| Independence Bank of Kentucky | 3,385 | $66.3 萬 | 0.09% | −200−5.6% | 減碼 |
| Sender Co & Partners, Inc. | 3,373 | $66.1 萬 | 0.19% | −2,707−44.5% | 減碼 |
| International Assets Investment Management, LLC | 3,359 | $65.8 萬 | 0.05% | +978+41.1% | 加碼 |
| Ossiam | 3,343 | $65.5 萬 | 0.01% | +64+2.0% | 加碼 |
| Krane Funds Advisors LLC | 3,335 | $65.3 萬 | 0.03% | +461+16.0% | 加碼 |
| Barings LLC | 3,325 | $65.1 萬 | 0.02% | −4,700−58.6% | 減碼 |
| Morse Asset Management, Inc | 3,300 | $64.6 萬 | 0.14% | +3,300 | 新進 |
| Reliant Investment Partners, LLC | 3,266 | $64.0 萬 | 0.56% | +3,266 | 新進 |
| NewEdge Wealth, LLC | 3,004 | $63.2 萬 | 0.01% | −539−15.2% | 減碼 |
| Palumbo Wealth Management LLC | 3,193 | $62.5 萬 | 0.19% | −72−2.2% | 減碼 |
| Central Pacific Bank - Trust Division | 3,192 | $62.5 萬 | 0.08% | −841−20.9% | 減碼 |
| Fedenia Advisers LLC | 3,160 | $61.9 萬 | 0.29% | +90+2.9% | 加碼 |
| Ellevest, Inc. | 3,108 | $60.9 萬 | 0.10% | −1,426−31.5% | 減碼 |
| Cigna Investments Inc | 3,049 | $59.7 萬 | 0.10% | +10+0.3% | 加碼 |
| OV Management LLC | 3,032 | $59.4 萬 | 0.50% | −5,055−62.5% | 減碼 |
| Farmers Trust Co | 3,000 | $58.7 萬 | 0.11% | 00.0% | 不變 |
| Allworth Financial LP | 2,994 | $58.6 萬 | 0.00% | +213+7.7% | 加碼 |
| Sagespring Wealth Partners, LLC | 2,974 | $58.2 萬 | 0.01% | +350+13.3% | 加碼 |
| National Asset Management, Inc. | 2,966 | $58.1 萬 | 0.03% | +49+1.7% | 加碼 |
| Archer Investment Corp | 2,900 | $56.8 萬 | 0.14% | 00.0% | 不變 |
| HB Wealth Management, LLC | 2,888 | $56.6 萬 | 0.00% | −206−6.7% | 減碼 |
| Colonial River Wealth Management, LLC | 3,099 | $56.4 萬 | 0.24% | +3,099 | 新進 |
| Concurrent Investment Advisors, LLC | 2,875 | $56.3 萬 | 0.01% | −4,144−59.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 2,813 | $55.1 萬 | 0.01% | −411−12.7% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,811 | $55.1 萬 | 0.00% | +11+0.4% | 加碼 |
| Ronald Blue Trust, Inc. | 2,802 | $54.9 萬 | 0.01% | +2,228+388.2% | 加碼 |
| Qtron Investments LLC | 2,793 | $54.7 萬 | 0.07% | 00.0% | 不變 |
| Brighton Jones LLC | 2,775 | $54.4 萬 | 0.01% | −1,398−33.5% | 減碼 |
| Frank, Rimerman Advisors LLC | 2,770 | $54.2 萬 | 0.04% | +527+23.5% | 加碼 |
| Clarendon Private LLC | 2,703 | $52.9 萬 | 0.51% | −20−0.7% | 減碼 |
| Principal Street Partners, LLC | 2,630 | $51.5 萬 | 0.05% | +2,630 | 新進 |
| Personal Cfo Solutions, LLC | 2,628 | $51.5 萬 | 0.10% | +107+4.2% | 加碼 |