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 |
|---|---|---|---|---|---|
| UBS Group AG | 902,188 | $1.94 億 | 0.04% | −421,112−31.8% | 減碼 |
| Squarepoint Ops LLC | 902,237 | $1.94 億 | 0.41% | +622,791+222.9% | 加碼 |
| Bank of New York Mellon Corp | 1,061,602 | $2.28 億 | 0.04% | −120,695−10.2% | 減碼 |
| Lord, Abbett & Co. LLC | 1,077,635 | $2.31 億 | 0.69% | +100,195+10.3% | 加碼 |
| Raymond James Financial Inc | 1,095,528 | $2.35 億 | 0.08% | −87,444−7.4% | 減碼 |
| Strategy Capital LLC | 1,162,938 | $2.50 億 | 16.51% | −3,004−0.3% | 減碼 |
| Two Sigma Investments, LP | 1,236,964 | $2.65 億 | 0.41% | −126,250−9.3% | 減碼 |
| Wellington Management Group LLP | 1,255,734 | $2.69 億 | 0.05% | −7,099−0.6% | 減碼 |
| Pictet Asset Management Holding SA | 1,265,387 | $2.72 億 | 0.26% | −111,620−8.1% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,276,051 | $2.74 億 | 0.16% | −120,215−8.6% | 減碼 |
| Massachusetts Financial Services Co | 1,302,893 | $2.80 億 | 0.09% | +639,245+96.3% | 加碼 |
| 1832 Asset Management L.P. | 1,325,700 | $2.84 億 | 0.48% | −624,200−32.0% | 減碼 |
| Price T Rowe Associates Inc | 1,355,506 | $2.91 億 | 0.03% | +180,087+15.3% | 加碼 |
| Deutsche Bank AG | 1,380,866 | $2.96 億 | 0.10% | −74,539−5.1% | 減碼 |
| Charles Schwab Investment Management Inc | 1,466,542 | $3.15 億 | 0.05% | +97,636+7.1% | 加碼 |
| Two Sigma Advisers, LP | 1,534,300 | $3.29 億 | 0.66% | +834,400+119.2% | 加碼 |
| Royal Bank of Canada | 1,780,954 | $3.82 億 | 0.07% | +568,898+46.9% | 加碼 |
| Polar Capital Holdings Plc | 1,793,515 | $3.85 億 | 1.86% | −120,443−6.3% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 1,836,430 | $3.94 億 | 4.02% | −119,429−6.1% | 減碼 |
| Northern Trust Corp | 1,909,120 | $4.10 億 | 0.05% | +21,715+1.2% | 加碼 |
| Bank of America Corp | 2,228,356 | $4.78 億 | 0.04% | +920,826+70.4% | 加碼 |
| Voya Investment Management LLC | 2,247,545 | $4.82 億 | 0.48% | −393,854−14.9% | 減碼 |
| Goldman Sachs Group Inc | 2,428,968 | $5.21 億 | 0.08% | +623,575+34.5% | 加碼 |
| UBS Asset Management Americas Inc | 2,483,901 | $5.33 億 | 0.12% | −358,895−12.6% | 減碼 |
| Legal & General Group Plc | 2,693,645 | $5.78 億 | 0.13% | −231,819−7.9% | 減碼 |
| American Century Companies Inc | 2,931,057 | $6.29 億 | 0.32% | −46,166−1.6% | 減碼 |
| Franklin Resources Inc | 3,165,536 | $6.79 億 | 0.17% | −372,795−10.5% | 減碼 |
| Sands Capital Management, LLC | 3,808,319 | $8.17 億 | 2.25% | −1,120,555−22.7% | 減碼 |
| First Trust Advisors LP | 3,955,959 | $8.49 億 | 0.63% | −493,164−11.1% | 減碼 |
| Invesco Ltd. | 3,964,733 | $8.51 億 | 0.13% | +49,485+1.3% | 加碼 |
| Geode Capital Management, LLC | 5,776,194 | $12.4 億 | 0.08% | +239,515+4.3% | 加碼 |
| State Street Corp | 6,810,392 | $14.6 億 | 0.05% | +202,732+3.1% | 加碼 |
| JPMorgan Chase & Co | 10,561,205 | $22.7 億 | 0.14% | +3,435,573+48.2% | 加碼 |
| FMR LLC | 13,248,725 | $28.4 億 | 0.15% | −1,063,016−7.4% | 減碼 |
| Morgan Stanley | 19,011,192 | $40.8 億 | 0.25% | −1,022,279−5.1% | 減碼 |
| Baillie Gifford & Co | 21,848,740 | $46.9 億 | 3.47% | −3,676,391−14.4% | 減碼 |
| BlackRock, Inc. | 22,632,359 | $48.6 億 | 0.09% | +1,190,316+5.6% | 加碼 |
| Vanguard Group Inc | 32,317,249 | $69.3 億 | 0.10% | +821,684+2.6% | 加碼 |
| Capital World Investors | 40,515,386 | $86.9 億 | 1.19% | −292,102−0.7% | 減碼 |
| AXA S.A. | 0 | $0 | 0.00% | −259,364−100.0% | 清倉 |
| Linden Advisors LP | 0 | $0 | 0.00% | −248,523−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −247,726−100.0% | 清倉 |
| Susquehanna Advisors Group, Inc. | 0 | $0 | 0.00% | −81,790−100.0% | 清倉 |
| Long Walk Management LP | 0 | $0 | 0.00% | −81,765−100.0% | 清倉 |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −45,464−100.0% | 清倉 |
| Square Peg Capital Pty Ltd | 0 | $0 | 0.00% | −42,259−100.0% | 清倉 |
| NWK Group, Inc. | 0 | $0 | 0.00% | −31,663−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Aequim Alternative Investments LP | 0 | $0 | 0.00% | −23,519−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −19,427−100.0% | 清倉 |
| Consolidated Press International Holdings Ltd | 0 | $0 | 0.00% | −18,360−100.0% | 清倉 |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −15,042−100.0% | 清倉 |
| Sandler Capital Management | 0 | $0 | 0.00% | −14,678−100.0% | 清倉 |
| Bulltick Wealth Management, LLC | 0 | $0 | 0.00% | −12,524−100.0% | 清倉 |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −12,138−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,051−100.0% | 清倉 |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −8,264−100.0% | 清倉 |
| Bank of Hawaii | 0 | $0 | 0.00% | −7,415−100.0% | 清倉 |
| Ewing Morris & Co. Investment Partners Ltd. | 0 | $0 | 0.00% | −6,346−100.0% | 清倉 |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −5,980−100.0% | 清倉 |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −5,875−100.0% | 清倉 |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −5,500−100.0% | 清倉 |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −4,555−100.0% | 清倉 |
| Pacific Capital Partners Ltd | 0 | $0 | 0.00% | −4,285−100.0% | 清倉 |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −4,161−100.0% | 清倉 |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −4,091−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −3,739−100.0% | 清倉 |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −3,373−100.0% | 清倉 |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −3,300−100.0% | 清倉 |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −3,099−100.0% | 清倉 |
| Challenger Wealth Management | 0 | $0 | 0.00% | −2,318−100.0% | 清倉 |
| BOCHK Asset Management Ltd | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −1,451−100.0% | 清倉 |
| Nwam LLC | 0 | $0 | 0.00% | −1,275−100.0% | 清倉 |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −1,351−100.0% | 清倉 |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −1,301−100.0% | 清倉 |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −1,204−100.0% | 清倉 |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −1,189−100.0% | 清倉 |
| Archetype Wealth Partners | 0 | $0 | 0.00% | −1,180−100.0% | 清倉 |
| Lion Street Advisors, LLC | 0 | $0 | 0.00% | −1,150−100.0% | 清倉 |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −1,150−100.0% | 清倉 |
| Diversified Enterprises, LLC | 0 | $0 | 0.00% | −1,149−100.0% | 清倉 |
| Integrity Wealth Solutions LLC | 0 | $0 | 0.00% | −1,120−100.0% | 清倉 |
| Security National Bank | 0 | $0 | 0.00% | −1,074−100.0% | 清倉 |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −768−100.0% | 清倉 |
| Keystone Global Partners, LLC | 0 | $0 | 0.00% | −563−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −518−100.0% | 清倉 |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −478−100.0% | 清倉 |
| Symmetry Peak Management LLC | 0 | $0 | 0.00% | −290−100.0% | 清倉 |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −253−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −143−100.0% | 清倉 |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −118−100.0% | 清倉 |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −115−100.0% | 清倉 |
| Total Investment Management Inc | 0 | $0 | 0.00% | −101−100.0% | 清倉 |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −86−100.0% | 清倉 |
| Briaud Financial Planning, Inc | 0 | $0 | 0.00% | −85−100.0% | 清倉 |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| Vision Financial Markets LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |