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 1,272 家機構在 13F 申報持有，市值合計 $785.1 億；方舟投資、橡樹資本等 3 位大師持有。
2025 年第 3 季 13F 持有人
Cloudflare, Inc. 在 2025/9/30 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
- 1,056
- 較 2025 年第 2 季 +101 家
- 持有股數
- 3.12 億
- 較 2025 年第 2 季 +1,439 萬 (+4.8%)
- 總市值
- $629.9 億
- 較 2025 年第 2 季 +$68.6 億 (+12.2%)
- 新進機構
- 176
- 另有 414 家加碼
- 清倉機構
- 75
- 另有 317 家減碼
另有 13 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 | 1,272 | $785.1 億 |
| 2026 年第 1 季 | 1,160 | $585.1 億 |
| 2025 年第 4 季 | 1,107 | $564.0 億 |
| 2025 年第 3 季 | 1,056 | $629.9 億 |
| 2025 年第 2 季 | 968 | $561.7 億 |
| 2025 年第 1 季 | 891 | $316.0 億 |
| 2024 年第 4 季 | 795 | $296.8 億 |
| 2024 年第 3 季 | 706 | $219.8 億 |
| 2024 年第 2 季 | 680 | $224.0 億 |
| 2024 年第 1 季 | 730 | $308.8 億 |
| 2023 年第 4 季 | 701 | $244.1 億 |
| 2023 年第 3 季 | 603 | $214.8 億 |
| 2023 年第 2 季 | 587 | $206.0 億 |
| 2023 年第 1 季 | 598 | $198.5 億 |
| 2022 年第 4 季 | 573 | $119.0 億 |
| 2022 年第 3 季 | 588 | $141.4 億 |
| 2022 年第 2 季 | 550 | $103.6 億 |
| 2022 年第 1 季 | 641 | $279.6 億 |
| 2021 年第 4 季 | 681 | $298.0 億 |
| 2021 年第 3 季 | 620 | $245.6 億 |
| 2021 年第 2 季 | 537 | $226.2 億 |
| 2021 年第 1 季 | 507 | $137.5 億 |
2025 年第 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital World Investors | 40,515,386 | $86.9 億 | 1.19% | −292,102−0.7% | 減碼 |
| Vanguard Group Inc | 32,317,249 | $69.3 億 | 0.10% | +821,684+2.6% | 加碼 |
| BlackRock, Inc. | 22,632,359 | $48.8 億 | 0.09% | +1,190,316+5.6% | 加碼 |
| Baillie Gifford & Co | 21,848,740 | $46.9 億 | 3.47% | −3,676,391−14.4% | 減碼 |
| JPMorgan Chase & Co | 21,122,410 | $45.6 億 | 0.15% | +13,996,778+196.4% | 加碼 |
| Morgan Stanley | 19,011,192 | $40.9 億 | 0.25% | −1,022,279−5.1% | 減碼 |
| FMR LLC | 13,248,725 | $28.6 億 | 0.15% | −1,063,016−7.4% | 減碼 |
| State Street Corp | 6,810,392 | $14.9 億 | 0.05% | +202,732+3.1% | 加碼 |
| Geode Capital Management, LLC | 5,776,194 | $12.4 億 | 0.08% | +239,515+4.3% | 加碼 |
| Invesco Ltd. | 3,964,733 | $8.51 億 | 0.13% | +49,485+1.3% | 加碼 |
| First Trust Advisors LP | 3,955,959 | $8.49 億 | 0.63% | −493,164−11.1% | 減碼 |
| Sands Capital Management, LLC | 3,808,319 | $8.17 億 | 2.25% | −1,120,555−22.7% | 減碼 |
| Franklin Resources Inc | 3,165,536 | $7.69 億 | 0.19% | −372,795−10.5% | 減碼 |
| Voya Investment Management LLC | 2,247,545 | $7.48 億 | 0.75% | −393,854−14.9% | 減碼 |
| American Century Companies Inc | 2,931,057 | $6.29 億 | 0.32% | −46,166−1.6% | 減碼 |
| Legal & General Group Plc | 2,693,645 | $5.78 億 | 0.13% | −231,819−7.9% | 減碼 |
| UBS Asset Management Americas Inc | 2,483,901 | $5.33 億 | 0.12% | −358,895−12.6% | 減碼 |
| Goldman Sachs Group Inc | 2,428,968 | $5.21 億 | 0.08% | +623,575+34.5% | 加碼 |
| Bank of America Corp | 2,228,356 | $4.78 億 | 0.04% | +920,826+70.4% | 加碼 |
| Northern Trust Corp | 1,909,120 | $4.10 億 | 0.05% | +21,715+1.2% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 1,836,430 | $3.94 億 | 4.02% | −119,429−6.1% | 減碼 |
| Royal Bank of Canada | 1,780,954 | $3.87 億 | 0.07% | −643,158−26.5% | 減碼 |
| Polar Capital Holdings Plc | 1,793,515 | $3.85 億 | 1.86% | −120,443−6.3% | 減碼 |
| Two Sigma Advisers, LP | 1,534,300 | $3.29 億 | 0.66% | +834,400+119.2% | 加碼 |
| Two Sigma Investments, LP | 1,236,964 | $3.20 億 | 0.49% | −126,250−9.3% | 減碼 |
| Charles Schwab Investment Management Inc | 1,466,542 | $3.15 億 | 0.05% | +97,636+7.1% | 加碼 |
| Deutsche Bank AG | 1,380,866 | $2.98 億 | 0.10% | −74,539−5.1% | 減碼 |
| Price T Rowe Associates Inc | 1,355,506 | $2.91 億 | 0.03% | +180,087+15.3% | 加碼 |
| 1832 Asset Management L.P. | 1,325,700 | $2.84 億 | 0.48% | −624,200−32.0% | 減碼 |
| Massachusetts Financial Services Co | 1,302,893 | $2.80 億 | 0.09% | +639,245+96.3% | 加碼 |
| Wellington Management Group LLP | 1,255,734 | $2.79 億 | 0.05% | −7,099−0.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,276,051 | $2.74 億 | 0.16% | −120,215−8.6% | 減碼 |
| Pictet Asset Management Holding SA | 1,265,387 | $2.72 億 | 0.26% | −111,620−8.1% | 減碼 |
| Lord, Abbett & Co. LLC | 1,077,635 | $2.61 億 | 0.78% | +100,195+10.3% | 加碼 |
| Strategy Capital LLC | 1,162,938 | $2.50 億 | 16.51% | −3,004−0.3% | 減碼 |
| Raymond James Financial Inc | 1,095,528 | $2.35 億 | 0.08% | −87,444−7.4% | 減碼 |
| Bank of New York Mellon Corp | 1,361,602 | $2.28 億 | 0.04% | +179,305+15.2% | 加碼 |
| Squarepoint Ops LLC | 902,237 | $1.94 億 | 0.41% | +622,791+222.9% | 加碼 |
| UBS Group AG | 902,188 | $1.94 億 | 0.04% | −421,112−31.8% | 減碼 |
| Swiss National Bank | 895,200 | $1.92 億 | 0.11% | −39,400−4.2% | 減碼 |
| Macquarie Group Ltd | 866,377 | $1.89 億 | 0.22% | −55,634−6.0% | 減碼 |
| Federated Hermes, Inc. | 862,009 | $1.85 億 | 0.33% | +334,875+63.5% | 加碼 |
| KBC Group NV | 819,766 | $1.76 億 | 0.42% | +83,613+11.4% | 加碼 |
| Wells Fargo & Company | 753,757 | $1.70 億 | 0.03% | +390,537+107.5% | 加碼 |
| Citigroup Inc | 766,979 | $1.65 億 | 0.11% | +450,219+142.1% | 加碼 |
| Amundi | 728,355 | $1.61 億 | 0.05% | −175,676−19.4% | 減碼 |
| Artisan Partners Limited Partnership | 715,058 | $1.53 億 | 0.22% | −58,134−7.5% | 減碼 |
| Nuveen, LLC | 712,103 | $1.53 億 | 0.04% | +59,973+9.2% | 加碼 |
| Tenor Capital Management Co., L.P. | – | $1.52 億 | 2.00% | – | – |
| Penserra Capital Management LLC | 674,821 | $1.45 億 | 1.73% | −73,286−9.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 635,025 | $1.36 億 | 0.30% | −44,375−6.5% | 減碼 |
| Balyasny Asset Management LLC | 270,130 | $1.36 億 | 0.27% | +254,316+1,608.2% | 加碼 |
| D. E. Shaw & Co., Inc. | – | $1.33 億 | 0.11% | – | – |
| National Pension Service | 618,662 | $1.33 億 | 0.10% | +5,939+1.0% | 加碼 |
| Ameriprise Financial Inc | 596,250 | $1.28 億 | 0.03% | +19,689+3.4% | 加碼 |
| Neuberger Berman Group LLC | 582,585 | $1.25 億 | 0.09% | +44,399+8.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 579,137 | $1.24 億 | 0.21% | +41,095+7.6% | 加碼 |
| AQR Capital Management LLC | 563,248 | $1.21 億 | 0.08% | +102,197+22.2% | 加碼 |
| Aristeia Capital LLC | – | $1.20 億 | 3.69% | – | – |
| Nikko Asset Management Americas, Inc. | 527,301 | $1.13 億 | 1.10% | −97,178−15.6% | 減碼 |
| Marshall Wace, LLP | 526,781 | $1.13 億 | 0.12% | +93,729+21.6% | 加碼 |
| Allen Investment Management LLC | 526,335 | $1.13 億 | 1.25% | +58,208+12.4% | 加碼 |
| California Public Employees Retirement System | 520,870 | $1.12 億 | 0.07% | +14,827+2.9% | 加碼 |
| AustralianSuper Pty Ltd | 515,032 | $1.11 億 | 0.52% | +24,975+5.1% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 502,778 | $1.08 億 | 0.26% | −43,806−8.0% | 減碼 |
| Westfield Capital Management Co LP | 480,850 | $1.03 億 | 0.43% | +32,154+7.2% | 加碼 |
| California State Teachers Retirement System | 480,259 | $1.03 億 | 0.11% | +5,184+1.1% | 加碼 |
| Peregrine Capital Management LLC | 477,838 | $1.03 億 | 3.09% | −123,915−20.6% | 減碼 |
| Bamco Inc | 454,234 | $9,747 萬 | 0.26% | −52,239−10.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 451,949 | $9,698 萬 | 0.06% | −394,492−46.6% | 減碼 |
| Fred Alger Management, LLC | 436,635 | $9,370 萬 | 0.36% | −429,162−49.6% | 減碼 |
| Qube Research & Technologies Ltd | 415,394 | $8,914 萬 | 0.13% | +160,643+63.1% | 加碼 |
| Victory Capital Management Inc | 414,700 | $8,899 萬 | 0.05% | −15,634−3.6% | 減碼 |
| Credit Agricole S A | 411,208 | $8,824 萬 | 0.29% | +411,208 | 新進 |
| Capstone Investment Advisors, LLC | 4,027 | $8,815 萬 | 0.77% | – | – |
| Congress Asset Management Co | 401,768 | $8,622 萬 | 0.57% | −28,632−6.7% | 減碼 |
| Rhumbline Advisers | 399,268 | $8,568 萬 | 0.07% | −7,140−1.8% | 減碼 |
| Nomura Asset Management Co Ltd | 394,193 | $8,459 萬 | 0.22% | +280,232+245.9% | 加碼 |
| Bessemer Group Inc | 375,021 | $8,048 萬 | 0.12% | −85,681−18.6% | 減碼 |
| Parallax Volatility Advisers, L.P. | 368,380 | $7,905 萬 | 2.33% | +8,015+2.2% | 加碼 |
| Great West Life Assurance Co | 359,094 | $7,850 萬 | 0.11% | +8,225+2.3% | 加碼 |
| Citadel Advisors LLC | 358,785 | $7,699 萬 | 0.06% | −201,222−35.9% | 減碼 |
| DeepCurrents Investment Group LLC | – | $7,539 萬 | 2.47% | – | – |
| Renaissance Technologies LLC | 328,500 | $7,049 萬 | 0.09% | +273,900+501.6% | 加碼 |
| Dimensional Fund Advisors LP | 327,097 | $7,021 萬 | 0.02% | −47,300−12.6% | 減碼 |
| Select Equity Group, L.P. | 323,725 | $6,947 萬 | 0.30% | +20,475+6.8% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 248,164 | $6,882 萬 | 0.06% | +245,353+8,728.3% | 加碼 |
| AXA Investment Managers S.A. | 296,401 | $6,811 萬 | 0.18% | +296,401 | 新進 |
| Whetstone Capital Advisors, LLC | 311,185 | $6,678 萬 | 18.49% | −4,500−1.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 304,691 | $6,614 萬 | 0.11% | −7,601−2.4% | 減碼 |
| Calamos Advisors LLC | 5,950 | $6,572 萬 | 0.27% | −1,900−24.2% | 減碼 |
| Frontier Capital Management Co LLC | 305,974 | $6,566 萬 | 0.59% | +33,236+12.2% | 加碼 |
| Envestnet Asset Management Inc | 298,371 | $6,403 萬 | 0.02% | −24,229−7.5% | 減碼 |
| HSBC Holdings PLC | 294,848 | $6,297 萬 | 0.04% | +123,917+72.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 292,100 | $6,268 萬 | 0.05% | +22,112+8.2% | 加碼 |
| Steelhead Partners LLC | – | $6,211 萬 | 3.73% | – | – |
| State Board of Administration of Florida Retirement System | 284,516 | $6,105 萬 | 0.11% | −14,235−4.8% | 減碼 |
| Alliancebernstein L.P. | 269,538 | $5,784 萬 | 0.02% | +38,829+16.8% | 加碼 |
| SEI Investments Co | 260,313 | $5,586 萬 | 0.06% | −68,723−20.9% | 減碼 |
| Capital International Sarl | 245,763 | $5,274 萬 | 0.91% | +3,727+1.5% | 加碼 |