Cloudflare, Inc.

NET

交易所: NYSE
產業: Services-Prepackaged Software
SEC CIK: 0001477333

SEC 申報列表（在新分頁開啟）

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 3 季與 2025 年第 2 季比較

持有 Cloudflare, Inc. 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人 2025 年第 2 季全部持有人

NET 的 13F 持有人：2025 年第 2 季與 2025 年第 3 季比較
項目	2025 年第 2 季	其中尚未申報 2025 年第 3 季	2025 年第 3 季	變化
持有家數	947	14	1,039	+106
股數	2.78 億	298.8 萬	2.76 億	+138.8 萬 (+0.5%)
市值	$543.2 億	$5.85 億	$591.4 億	+$54.0 億 (+10.0%)

14 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（176 家）

2025 年第 3 季季末持有 Cloudflare, Inc.、2025 年第 2 季季末沒有持有的機構。

依市值列出前 100 家，共 176 家。

2025 年第 3 季新進 NET 的機構
機構	股數	市值	佔組合 %
Credit Agricole S A	411,208	$8,824 萬	0.29%
AXA Investment Managers S.A.	296,401	$6,360 萬	0.17%
Rakuten Investment Management, Inc.	646,163	$4,376 萬	0.17%
Parkwood LLC	87,750	$1,883 萬	1.84%
Natixis	83,626	$1,795 萬	0.10%
Stony Point Capital LLC	66,353	$1,424 萬	1.00%
M&G Plc	59,212	$1,273 萬	0.07%
Virtu Financial LLC	38,362	$823.2 萬	0.46%
Brevan Howard Capital Management LP	35,238	$756.2 萬	0.11%
Interval Partners, LP	30,000	$643.8 萬	0.14%
Science & Technology Partners, L.P.	24,312	$521.7 萬	1.48%
Rokos Capital Management LLP	23,523	$504.8 萬	0.06%
Lee Johnson Capital Management, LLC	22,537	$483.6 萬	1.61%
Affinity Wealth Management LLC	19,921	$427.5 萬	0.63%
Voleon Capital Management LP	18,802	$403.5 萬	0.10%
Triasima Portfolio Management inc.	17,227	$369.7 萬	0.56%
Bridgewater Associates, LP	15,015	$322.2 萬	0.01%
Winton Group Ltd	13,972	$299.8 萬	0.11%
RDA Financial Network	13,647	$292.9 萬	0.72%
Insight Holdings Group, LLC	12,000	$257.5 萬	0.16%
Amitell Capital Pte Ltd	11,894	$255.2 萬	1.89%
Allstate Corp	11,644	$249.9 萬	0.06%
CIBC Bancorp USA Inc.	11,135	$238.9 萬	0.01%
Kassira Wealth Management LLC	10,379	$222.7 萬	2.15%
Qsemble Capital Management, LP	8,659	$185.8 萬	0.18%
CSM Advisors, LLC	8,635	$185.4 萬	0.05%
Caisse des Depots Et Consignations	7,624	$163.6 萬	0.07%
Massar Capital Management, LP	7,514	$161.2 萬	0.58%
Capula Management Ltd	7,272	$156.0 萬	0.01%
Williamson Legacy Group, LLC	7,140	$153.2 萬	1.18%
Artemis Wealth Advisors, LLC	7,000	$150.2 萬	0.26%
Polar Asset Management Partners Inc.	6,057	$130.0 萬	0.03%
Connor, Clark & Lunn Investment Management Ltd.	6,048	$129.8 萬	0.00%
Fox Run Management, L.L.C.	5,879	$126.2 萬	0.20%
Baader Bank INC	5,942	$124.7 萬	0.10%
PEAK6 LLC	5,227	$112.2 萬	0.03%
Scientech Research LLC	5,101	$109.5 萬	0.38%
Gibbs Wealth Management	4,689	$100.6 萬	0.23%
Sciencast Management LP	4,560	$97.9 萬	0.18%
Davis Capital Management	4,353	$93.4 萬	0.65%
Friedenthal Financial	4,294	$92.1 萬	0.48%
Grant Private Wealth Management Inc	4,206	$90.3 萬	0.56%
United Advisor Group, LLC	4,165	$89.4 萬	0.12%
Florida Financial Advisors, LLC	4,092	$87.8 萬	0.27%
Grimes & Company, Inc.	4,060	$87.1 萬	0.02%
Capstone Investment Advisors, LLC	4,027	$86.4 萬	0.01%
Dark Forest Capital Management LP	3,811	$81.8 萬	0.03%
AXS Investments LLC	3,559	$76.4 萬	0.24%
Dynamic Technology Lab Private Ltd	3,420	$73.4 萬	0.12%
Banque Pictet & Cie SA	3,250	$69.7 萬	0.01%
Circle Wealth Management, LLC	3,196	$68.6 萬	0.01%
Aigen Investment Management, LP	3,127	$67.1 萬	0.10%
Dynasty Wealth Management, LLC	3,038	$65.2 萬	0.01%
Caxton Associates LLP	2,923	$62.7 萬	0.02%
Moloney Securities Asset Management, LLC	2,675	$57.4 萬	0.07%
Chesapeake Capital Corp	2,587	$55.5 萬	0.50%
Hel Ved Capital Management Ltd	2,570	$55.1 萬	0.30%
GTS Securities LLC	2,263	$48.6 萬	0.02%
XTX Topco Ltd	2,233	$47.9 萬	0.02%
Gsa Capital Partners LLP	2,148	$46.1 萬	0.04%
Asahi Life Asset Management Co., Ltd.	2,099	$45.0 萬	0.25%
Savvy Advisors, Inc.	1,920	$41.2 萬	0.02%
Versor Investments LP	1,896	$40.7 萬	0.07%
Brookwood Investment Group LLC	1,887	$40.5 萬	0.05%
Jamison Private Wealth Management, Inc.	1,851	$39.7 萬	0.05%
Volterra Technologies LP	1,841	$39.5 萬	0.26%
SummitTX Capital, L.P.	1,774	$38.1 萬	0.02%
PFG Advisors	1,759	$37.7 萬	0.02%
Spirepoint Private Client, LLC	1,747	$37.5 萬	0.04%
Nomura Holdings Inc	1,654	$35.5 萬	0.00%
Krilogy Financial LLC	1,552	$35.5 萬	0.01%
Clark Capital Management Group, Inc.	1,613	$34.6 萬	0.00%
Campbell & CO Investment Adviser LLC	1,517	$32.6 萬	0.02%
Gladstone Institutional Advisory LLC	1,513	$32.5 萬	0.01%
Marex Group plc	1,485	$31.9 萬	0.00%
Brooktree Capital Management	1,460	$31.3 萬	0.20%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	1,443	$31.0 萬	0.01%
Clear Street Markets LLC	1,350	$29.0 萬	0.10%
Harbour Capital Advisors, LLC	1,320	$28.7 萬	0.06%
Moran Wealth Management, LLC	1,333	$28.6 萬	0.01%
NorthRock Partners, LLC	1,328	$28.5 萬	0.01%
Simplify Asset Management Inc.	1,315	$28.2 萬	0.01%
GAM Holding AG	1,303	$28.0 萬	0.02%
Oarsman Capital, Inc.	1,218	$26.1 萬	0.04%
Wesbanco Bank Inc	1,185	$25.4 萬	0.01%
Coastal Bridge Advisors, LLC	1,185	$25.4 萬	0.02%
CBOE Vest Financial, LLC	1,165	$25.0 萬	0.00%
Readystate Asset Management LP	1,163	$25.0 萬	0.01%
Adviser Investments LLC	1,150	$24.7 萬	0.00%
Cornerstone Wealth Management, LLC	1,135	$24.4 萬	0.01%
McAdam, LLC	1,106	$23.7 萬	0.01%
Bedell Frazier Investment Counseling, LLC	1,084	$23.3 萬	0.05%
Capital Advisors Inc	1,074	$23.0 萬	0.00%
Drucker Wealth 3.0, LLC	1,065	$22.9 萬	0.04%
Caerus Investment Advisors, LLC	1,053	$22.6 萬	0.09%
LexAurum Advisors, LLC	1,052	$22.6 萬	0.03%
Wedbush Securities Inc	1,043	$22.4 萬	0.01%
Silver Oak Securities, Inc	1,033	$22.2 萬	0.02%
Voloridge Investment Management, LLC	1,033	$22.2 萬	0.00%
Americana Partners, LLC	1,015	$21.8 萬	0.01%

清倉機構（70 家）

2025 年第 2 季季末持有 Cloudflare, Inc.、2025 年第 3 季有申報但已經沒有持有的機構。

2025 年第 3 季清倉 NET 的機構
機構	2025 年第 2 季股數	2025 年第 2 季市值
AXA S.A.	259,364	$5,079 萬
Linden Advisors LP	248,523	$4,867 萬
D. E. Shaw & Co., Inc.	247,726	$4,851 萬
Susquehanna Advisors Group, Inc.	81,790	$1,602 萬
Long Walk Management LP	81,765	$1,601 萬
Maytus Capital Management, LLC	45,464	$890.3 萬
Square Peg Capital Pty Ltd	42,259	$827.6 萬
NWK Group, Inc.	31,663	$620.1 萬
LMR Partners LLP	30,000	$587.5 萬
Aequim Alternative Investments LP	23,519	$460.6 萬
Entropy Technologies, LP	19,427	$380.4 萬
Consolidated Press International Holdings Ltd	18,360	$359.5 萬
Donoghue Forlines LLC	15,042	$294.6 萬
Sandler Capital Management	14,678	$287.4 萬
Bulltick Wealth Management, LLC	12,524	$245.3 萬
Keystone Investors Pte Ltd	12,138	$237.7 萬
ExodusPoint Capital Management, LP	11,051	$216.4 萬
Integrated Advisors Network LLC	8,264	$161.8 萬
Bank of Hawaii	7,415	$145.2 萬
Ewing Morris & Co. Investment Partners Ltd.	6,346	$124.3 萬
SPX Equities Gestao de Recursos Ltda	6,000	$117.5 萬
Schonfeld Strategic Advisors LLC	5,980	$117.1 萬
Flow Traders U.S. LLC	5,875	$115.1 萬
MYDA Advisors LLC	5,500	$107.7 萬
ASB Consultores, LLC	4,555	$89.2 萬
Pacific Capital Partners Ltd	4,285	$83.9 萬
Bryce Point Capital, LLC	4,161	$81.5 萬
Mount Yale Investment Advisors, LLC	4,091	$80.1 萬
DRW Securities, LLC	3,739	$73.2 萬
Sender Co & Partners, Inc.	3,373	$66.1 萬
Morse Asset Management, Inc	3,300	$64.6 萬
Colonial River Wealth Management, LLC	3,099	$56.4 萬
Challenger Wealth Management	2,318	$45.4 萬
BOCHK Asset Management Ltd	2,000	$39.2 萬
J. Goldman & Co LP	1,451	$28.4 萬
Nwam LLC	1,275	$26.5 萬
Strategy Asset Managers LLC	1,351	$26.5 萬
Pensionmark Financial Group, LLC	1,301	$25.5 萬
Proficio Capital Partners LLC	1,204	$23.6 萬
Aptus Capital Advisors, LLC	1,189	$23.3 萬
Archetype Wealth Partners	1,180	$23.1 萬
Lion Street Advisors, LLC	1,150	$22.5 萬
Polymer Capital Management (HK) LTD	1,150	$22.5 萬
Diversified Enterprises, LLC	1,149	$22.5 萬
Integrity Wealth Solutions LLC	1,120	$21.9 萬
Security National Bank	1,074	$21.0 萬
GeoWealth Management, LLC	768	$15.0 萬
Keystone Global Partners, LLC	563	$11.0 萬
FNY Investment Advisers, LLC	518	$10.1 萬
Park Square Financial Group, LLC	478	$9.37 萬
Symmetry Peak Management LLC	290	$5.68 萬
Whipplewood Advisors, LLC	253	$4.95 萬
Twin Peaks Wealth Advisors, LLC	143	$2.90 萬
V-Square Quantitative Management LLC	118	$2.31 萬
Riggs Asset Managment Co. Inc.	115	$2.25 萬
Total Investment Management Inc	101	$1.98 萬
Vermillion Wealth Management, Inc.	100	$1.96 萬
Sierra Ocean, LLC	86	$1.68 萬
Briaud Financial Planning, Inc	85	$1.60 萬
Fuller & Thaler Asset Management, Inc.	55	$1.08 萬
Vision Financial Markets LLC	50	$9,792
Transce3nd, LLC	50	$9,792
a16z Perennial Management, L.P.	40	$7,833
NewSquare Capital LLC	31	$6,071
Beacon Capital Management, LLC	27	$5,287
WealthTrak Capital Management LLC	25	$4,896
Traub Capital Management LLC	25	$4,896
GFG Capital, LLC	21	$4,112
Plante Moran Financial Advisors, LLC	5	$979
Trifecta Capital Advisors, LLC	2	$392

尚未申報 2025 年第 3 季的機構（14 家）

2025 年第 2 季季末持有 Cloudflare, Inc.、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 2 季持有 NET、尚未申報 2025 年第 3 季的機構
機構	2025 年第 2 季股數	2025 年第 2 季市值
Norges Bank	2,764,959	$5.41 億
Forte Capital LLC	118,334	$2,317 萬
Congress Wealth Management LLC	54,131	$1,060 萬
CIBC World Markets Corp	12,857	$251.8 萬
E Fund Management Co., Ltd.	11,594	$227.0 萬
Avantax Advisory Services, Inc.	10,407	$203.8 萬
Capital Market Strategies LLC	7,048	$138.0 萬
Atria Wealth Solutions, Inc.	3,682	$71.9 萬
EP Wealth Advisors, LLC	2,341	$45.8 萬
Graypoint LLC	1,659	$32.5 萬
First Horizon Advisors, Inc.	591	$11.6 萬
Safe Harbor Fiduciary, LLC	65	$1.27 萬
Oliver Lagore Vanvalin Investment Group	104	$1.17 萬
Parkworth Wealth Management, Inc.	5	$979