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 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
- 1,039
- 較 2025 年第 2 季 +106 家
- 持有股數
- 2.76 億
- 較 2025 年第 2 季 +138.8 萬 (+0.5%)
- 總市值
- $591.4 億
- 較 2025 年第 2 季 +$54.0 億 (+10.0%)
- 新進機構
- 176
- 另有 407 家加碼
- 清倉機構
- 70
- 另有 320 家減碼
另有 14 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 | 1,228 | $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 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 |
|---|---|---|---|---|---|
| Liontrust Investment Partners LLP | 116,599 | $2,502 萬 | 0.37% | −876−0.7% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 116,800 | $2,506 萬 | 0.16% | +1,400+1.2% | 加碼 |
| Bank of Nova Scotia | 116,996 | $2,511 萬 | 0.04% | +107,554+1,139.1% | 加碼 |
| Public Employees Retirement System of Ohio | 119,975 | $2,575 萬 | 0.08% | +161+0.1% | 加碼 |
| Parnassus Investments | 129,569 | $2,780 萬 | 0.06% | −995−0.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 138,664 | $2,976 萬 | 0.02% | +12,277+9.7% | 加碼 |
| Treasurer of the State of North Carolina | 138,743 | $2,977 萬 | 0.09% | −5,409−3.8% | 減碼 |
| Capital International Inc | 142,650 | $3,061 萬 | 0.24% | +7,895+5.9% | 加碼 |
| National Bank of Canada | 144,218 | $3,095 萬 | 0.03% | +135,492+1,552.7% | 加碼 |
| Capital International Ltd | 146,721 | $3,148 萬 | 1.14% | −6,445−4.2% | 減碼 |
| APG Asset Management N.V. | 173,900 | $3,176 萬 | 0.09% | +4,900+2.9% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 148,786 | $3,193 萬 | 1.50% | −8,092−5.2% | 減碼 |
| Hartline Investment Corp | 151,164 | $3,244 萬 | 3.36% | +4,709+3.2% | 加碼 |
| Carnegie Capital Asset Management, LLC | 153,033 | $3,284 萬 | 0.62% | −25,285−14.2% | 減碼 |
| New York State Common Retirement Fund | 155,328 | $3,333 萬 | 0.04% | −200−0.1% | 減碼 |
| Korea Investment CORP | 156,728 | $3,363 萬 | 0.07% | −38,911−19.9% | 減碼 |
| Royal London Asset Management Ltd | 157,180 | $3,373 萬 | 0.07% | −10,595−6.3% | 減碼 |
| Kames Capital plc | 157,488 | $3,377 萬 | 0.40% | −58,593−27.1% | 減碼 |
| State of Wisconsin Investment Board | 163,257 | $3,503 萬 | 0.08% | −1,556−0.9% | 減碼 |
| 12 West Capital Management LP | 165,000 | $3,541 萬 | 3.67% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 167,939 | $3,604 萬 | 0.27% | −59,877−26.3% | 減碼 |
| Schroder Investment Management Group | 168,306 | $3,612 萬 | 0.03% | −33,738−16.7% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 170,186 | $3,652 萬 | 0.06% | +28,495+20.1% | 加碼 |
| Standard Life Aberdeen plc | 174,501 | $3,814 萬 | 0.06% | +4,798+2.8% | 加碼 |
| Los Angeles Capital Management LLC | 178,974 | $3,841 萬 | 0.13% | −93,965−34.4% | 減碼 |
| Alfreton Capital LLP | 180,000 | $3,863 萬 | 16.69% | −220,000−55.0% | 減碼 |
| Russell Investments Group, Ltd. | 182,481 | $3,920 萬 | 0.04% | −1,410−0.8% | 減碼 |
| Woodline Partners LP | 183,206 | $3,931 萬 | 0.19% | +166,552+1,000.1% | 加碼 |
| Barclays PLC | 184,901 | $3,968 萬 | 0.01% | +28,691+18.4% | 加碼 |
| Bank of Montreal | 192,219 | $4,125 萬 | 0.02% | +2,871+1.5% | 加碼 |
| Danske Bank A/S | 199,339 | $4,278 萬 | 0.11% | +56,405+39.5% | 加碼 |
| Blair William & Co | 202,134 | $4,338 萬 | 0.12% | +905+0.4% | 加碼 |
| Mizuho Markets Americas LLC | 202,716 | $4,350 萬 | 0.92% | +49,688+32.5% | 加碼 |
| LPL Financial LLC | 202,777 | $4,351 萬 | 0.01% | +24,768+13.9% | 加碼 |
| Rakuten Investment Management, Inc. | 646,163 | $4,376 萬 | 0.17% | +646,163 | 新進 |
| Jennison Associates LLC | 206,468 | $4,431 萬 | 0.03% | +9,718+4.9% | 加碼 |
| Handelsbanken Fonder AB | 206,859 | $4,439 萬 | 0.14% | +48,200+30.4% | 加碼 |
| Ensign Peak Advisors, Inc | 214,432 | $4,601 萬 | 0.08% | −40,820−16.0% | 減碼 |
| Asset Management One Co.,Ltd. | 219,542 | $4,711 萬 | 0.14% | −4,775−2.1% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 222,318 | $4,771 萬 | 0.28% | +18,012+8.8% | 加碼 |
| Principal Financial Group Inc | 223,236 | $4,790 萬 | 0.02% | −76,785−25.6% | 減碼 |
| Pinebridge Investments, L.P. | 226,099 | $4,852 萬 | 0.36% | +27,815+14.0% | 加碼 |
| Wim Investment Management Ltd | 227,749 | $4,887 萬 | 12.43% | −9,500−4.0% | 減碼 |
| Whittier Trust Co | 238,561 | $5,169 萬 | 0.59% | +9,897+4.3% | 加碼 |
| Storebrand Asset Management AS | 242,676 | $5,208 萬 | 0.14% | +82,720+51.7% | 加碼 |
| Aviva PLC | 244,906 | $5,255 萬 | 0.10% | +14,094+6.1% | 加碼 |
| Capital International Sarl | 245,763 | $5,274 萬 | 0.91% | +3,727+1.5% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 248,164 | $5,325 萬 | 0.05% | +245,353+8,728.3% | 加碼 |
| SEI Investments Co | 260,313 | $5,586 萬 | 0.06% | −68,723−20.9% | 減碼 |
| Alliancebernstein L.P. | 269,538 | $5,784 萬 | 0.02% | +38,829+16.8% | 加碼 |
| Balyasny Asset Management LLC | 270,130 | $5,797 萬 | 0.12% | +254,316+1,608.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 284,516 | $6,105 萬 | 0.11% | −14,235−4.8% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 292,100 | $6,268 萬 | 0.05% | +22,112+8.2% | 加碼 |
| HSBC Holdings PLC | 294,848 | $6,297 萬 | 0.04% | +123,917+72.5% | 加碼 |
| AXA Investment Managers S.A. | 296,401 | $6,360 萬 | 0.17% | +296,401 | 新進 |
| Envestnet Asset Management Inc | 298,371 | $6,403 萬 | 0.02% | −24,229−7.5% | 減碼 |
| Frontier Capital Management Co LLC | 305,974 | $6,566 萬 | 0.59% | +33,236+12.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 304,691 | $6,614 萬 | 0.11% | −7,601−2.4% | 減碼 |
| Whetstone Capital Advisors, LLC | 311,185 | $6,678 萬 | 18.49% | −4,500−1.4% | 減碼 |
| Select Equity Group, L.P. | 323,725 | $6,947 萬 | 0.30% | +20,475+6.8% | 加碼 |
| Dimensional Fund Advisors LP | 327,097 | $7,021 萬 | 0.02% | −47,300−12.6% | 減碼 |
| Renaissance Technologies LLC | 328,500 | $7,049 萬 | 0.09% | +273,900+501.6% | 加碼 |
| Citadel Advisors LLC | 358,785 | $7,699 萬 | 0.06% | −201,222−35.9% | 減碼 |
| Great West Life Assurance Co | 359,094 | $7,850 萬 | 0.11% | +8,225+2.3% | 加碼 |
| Parallax Volatility Advisers, L.P. | 368,380 | $7,905 萬 | 2.33% | +8,015+2.2% | 加碼 |
| Bessemer Group Inc | 375,021 | $8,048 萬 | 0.12% | −85,681−18.6% | 減碼 |
| Nomura Asset Management Co Ltd | 394,193 | $8,459 萬 | 0.22% | +280,232+245.9% | 加碼 |
| Rhumbline Advisers | 399,268 | $8,568 萬 | 0.07% | −7,140−1.8% | 減碼 |
| Congress Asset Management Co | 401,768 | $8,622 萬 | 0.57% | −28,632−6.7% | 減碼 |
| Credit Agricole S A | 411,208 | $8,824 萬 | 0.29% | +411,208 | 新進 |
| Victory Capital Management Inc | 414,700 | $8,899 萬 | 0.06% | −15,634−3.6% | 減碼 |
| Qube Research & Technologies Ltd | 415,394 | $8,914 萬 | 0.13% | +160,643+63.1% | 加碼 |
| Fred Alger Management, LLC | 436,635 | $9,370 萬 | 0.36% | −429,162−49.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 451,949 | $9,698 萬 | 0.06% | −394,492−46.6% | 減碼 |
| Bamco Inc | 454,234 | $9,747 萬 | 0.26% | −52,239−10.3% | 減碼 |
| Peregrine Capital Management LLC | 477,838 | $1.03 億 | 3.09% | −123,915−20.6% | 減碼 |
| California State Teachers Retirement System | 480,259 | $1.03 億 | 0.11% | +5,184+1.1% | 加碼 |
| Westfield Capital Management Co LP | 480,850 | $1.03 億 | 0.43% | +32,154+7.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 502,778 | $1.08 億 | 0.26% | −43,806−8.0% | 減碼 |
| AustralianSuper Pty Ltd | 515,032 | $1.11 億 | 0.52% | +24,975+5.1% | 加碼 |
| California Public Employees Retirement System | 520,870 | $1.12 億 | 0.07% | +14,827+2.9% | 加碼 |
| Allen Investment Management LLC | 526,335 | $1.13 億 | 1.25% | +58,208+12.4% | 加碼 |
| Marshall Wace, LLP | 526,781 | $1.13 億 | 0.12% | +93,729+21.6% | 加碼 |
| Nikko Asset Management Americas, Inc. | 527,301 | $1.13 億 | 1.10% | −97,178−15.6% | 減碼 |
| AQR Capital Management LLC | 563,248 | $1.21 億 | 0.08% | +102,197+22.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 579,137 | $1.24 億 | 0.21% | +41,095+7.6% | 加碼 |
| Neuberger Berman Group LLC | 582,585 | $1.25 億 | 0.09% | +44,399+8.2% | 加碼 |
| Ameriprise Financial Inc | 596,250 | $1.28 億 | 0.03% | +19,689+3.4% | 加碼 |
| National Pension Service | 618,662 | $1.33 億 | 0.10% | +5,939+1.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 635,025 | $1.36 億 | 0.30% | −44,375−6.5% | 減碼 |
| Penserra Capital Management LLC | 674,821 | $1.45 億 | 1.73% | −73,286−9.8% | 減碼 |
| Nuveen, LLC | 712,103 | $1.53 億 | 0.04% | +59,973+9.2% | 加碼 |
| Artisan Partners Limited Partnership | 715,058 | $1.53 億 | 0.22% | −58,134−7.5% | 減碼 |
| Amundi | 728,355 | $1.61 億 | 0.05% | −175,676−19.4% | 減碼 |
| Wells Fargo & Company | 753,757 | $1.62 億 | 0.03% | +390,537+107.5% | 加碼 |
| Citigroup Inc | 766,979 | $1.65 億 | 0.11% | +450,219+142.1% | 加碼 |
| KBC Group NV | 819,766 | $1.76 億 | 0.42% | +83,613+11.4% | 加碼 |
| Federated Hermes, Inc. | 862,009 | $1.85 億 | 0.33% | +334,875+63.5% | 加碼 |
| Macquarie Group Ltd | 866,377 | $1.86 億 | 0.22% | −55,634−6.0% | 減碼 |
| Swiss National Bank | 895,200 | $1.92 億 | 0.11% | −39,400−4.2% | 減碼 |