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 $749.7 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 | $749.7 億 |
| 2026 年第 1 季 | 1,139 | $570.6 億 |
| 2025 年第 4 季 | 1,091 | $548.7 億 |
| 2025 年第 3 季 | 1,039 | $614.2 億 |
| 2025 年第 2 季 | 947 | $545.8 億 |
| 2025 年第 1 季 | 872 | $300.5 億 |
| 2024 年第 4 季 | 772 | $284.3 億 |
| 2024 年第 3 季 | 680 | $207.5 億 |
| 2024 年第 2 季 | 652 | $211.9 億 |
| 2024 年第 1 季 | 709 | $296.4 億 |
| 2023 年第 4 季 | 678 | $232.8 億 |
| 2023 年第 3 季 | 573 | $158.1 億 |
| 2023 年第 2 季 | 560 | $160.4 億 |
| 2023 年第 1 季 | 572 | $162.0 億 |
| 2022 年第 4 季 | 550 | $109.7 億 |
| 2022 年第 3 季 | 563 | $128.6 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 |
|---|---|---|---|---|---|
| Bokf, NA | 2,506 | $53.8 萬 | 0.01% | +6+0.2% | 加碼 |
| Driehaus Capital Management LLC | 2,521 | $54.1 萬 | 0.00% | −2,369−48.4% | 減碼 |
| Premier Path Wealth Partners, LLC | 2,524 | $54.2 萬 | 0.07% | +62+2.5% | 加碼 |
| Chicago Partners Investment Group LLC | 2,423 | $54.3 萬 | 0.01% | +76+3.2% | 加碼 |
| Gill Capital Partners, LLC | 2,544 | $54.6 萬 | 0.17% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 2,556 | $54.8 萬 | 0.02% | +530+26.2% | 加碼 |
| Hel Ved Capital Management Ltd | 2,570 | $55.1 萬 | 0.30% | +2,570 | 新進 |
| Chesapeake Capital Corp | 2,587 | $55.5 萬 | 0.50% | +2,587 | 新進 |
| Huntleigh Advisors, Inc. | 2,619 | $56.2 萬 | 0.10% | +7+0.3% | 加碼 |
| Buckingham Strategic Partners | 2,414 | $56.6 萬 | 0.01% | +906+60.1% | 加碼 |
| Fiduciary Planning LLC | 2,666 | $57.2 萬 | 0.17% | +812+43.8% | 加碼 |
| Moloney Securities Asset Management, LLC | 2,675 | $57.4 萬 | 0.07% | +2,675 | 新進 |
| Clarendon Private LLC | 2,693 | $57.8 萬 | 0.52% | −10−0.4% | 減碼 |
| Truvestments Capital LLC | 2,727 | $58.5 萬 | 0.11% | +206+8.2% | 加碼 |
| Harbour Investments, Inc. | 2,742 | $58.8 萬 | 0.01% | +263+10.6% | 加碼 |
| Axq Capital, LP | 2,763 | $59.3 萬 | 0.23% | +1,038+60.2% | 加碼 |
| Ring Mountain Capital, LLC | 2,793 | $59.9 萬 | 0.33% | −633−18.5% | 減碼 |
| Qtron Investments LLC | 2,793 | $59.9 萬 | 0.07% | 00.0% | 不變 |
| LVW Advisors, LLC | 2,807 | $60.2 萬 | 0.06% | +832+42.1% | 加碼 |
| Frank, Rimerman Advisors LLC | 2,821 | $60.5 萬 | 0.04% | +51+1.8% | 加碼 |
| Ronald Blue Trust, Inc. | 2,883 | $61.9 萬 | 0.01% | +81+2.9% | 加碼 |
| International Assets Investment Management, LLC | 3,359 | $62.1 萬 | 0.05% | 00.0% | 不變 |
| Archer Investment Corp | 2,900 | $62.2 萬 | 0.14% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 2,916 | $62.6 萬 | 0.01% | −746−20.4% | 減碼 |
| Caxton Associates LLP | 2,923 | $62.7 萬 | 0.02% | +2,923 | 新進 |
| Shell Asset Management Co | 2,925 | $62.8 萬 | 0.06% | −1,376−32.0% | 減碼 |
| Evoke Wealth, LLC | 2,963 | $63.6 萬 | 0.01% | +456+18.2% | 加碼 |
| Farmers Trust Co | 3,000 | $64.4 萬 | 0.11% | 00.0% | 不變 |
| Cigna Investments Inc | 3,001 | $64.4 萬 | 0.09% | −48−1.6% | 減碼 |
| Sovran Advisors, LLC | 2,895 | $64.4 萬 | 0.06% | +289+11.1% | 加碼 |
| Walleye Capital LLC | 3,037 | $65.2 萬 | 0.01% | −3,702−54.9% | 減碼 |
| Dynasty Wealth Management, LLC | 3,038 | $65.2 萬 | 0.01% | +3,038 | 新進 |
| OV Management LLC | 3,062 | $65.7 萬 | 0.56% | +30+1.0% | 加碼 |
| Jefferies Financial Group Inc. | 3,082 | $66.1 萬 | 0.01% | −44,774−93.6% | 減碼 |
| Kingsview Wealth Management, LLC | 3,097 | $66.5 萬 | 0.01% | −816−20.9% | 減碼 |
| Camden Capital, LLC | 3,099 | $66.5 萬 | 0.05% | −372−10.7% | 減碼 |
| LRT Capital Management, LLC | 3,112 | $66.8 萬 | 0.44% | −3,204−50.7% | 減碼 |
| Portside Wealth Group, LLC | 3,112 | $66.8 萬 | 0.09% | +933+42.8% | 加碼 |
| Aigen Investment Management, LP | 3,127 | $67.1 萬 | 0.10% | +3,127 | 新進 |
| Brighton Jones LLC | 3,132 | $67.2 萬 | 0.02% | +357+12.9% | 加碼 |
| Rakuten Securities, Inc. | 3,153 | $67.7 萬 | 0.25% | +1,253+65.9% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 3,155 | $67.7 萬 | 0.01% | −2,952−48.3% | 減碼 |
| Central Pacific Bank - Trust Division | 3,155 | $67.7 萬 | 0.08% | −37−1.2% | 減碼 |
| Fedenia Advisers LLC | 3,160 | $67.8 萬 | 0.27% | 00.0% | 不變 |
| Circle Wealth Management, LLC | 3,196 | $68.6 萬 | 0.01% | +3,196 | 新進 |
| Banque Pictet & Cie SA | 3,250 | $69.7 萬 | 0.01% | +3,250 | 新進 |
| Independence Bank of Kentucky | 3,260 | $70.0 萬 | 0.09% | −125−3.7% | 減碼 |
| LeConte Wealth Management, LLC | 3,275 | $70.3 萬 | 0.47% | +967+41.9% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 3,290 | $70.6 萬 | 0.00% | +822+33.3% | 加碼 |
| Barings LLC | 3,325 | $71.4 萬 | 0.01% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 3,337 | $71.6 萬 | 0.01% | −147−4.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 3,340 | $71.7 萬 | 0.01% | +527+18.7% | 加碼 |
| Summit Financial, LLC | 3,348 | $71.8 萬 | 0.01% | +1,533+84.5% | 加碼 |
| Reliant Investment Partners, LLC | 3,316 | $71.8 萬 | 0.56% | +50+1.5% | 加碼 |
| Diversify Advisory Services, LLC | 2,897 | $71.9 萬 | 0.02% | −510−15.0% | 減碼 |
| Synergy Financial Group, LTD | 3,356 | $72.0 萬 | 0.49% | −88−2.6% | 減碼 |
| Blueshift Asset Management, LLC | 3,357 | $72.0 萬 | 0.22% | +1,021+43.7% | 加碼 |
| Westwood Holdings Group Inc. | 3,384 | $72.6 萬 | 0.01% | −3,728−52.4% | 減碼 |
| Mount Lucas Management LP | 3,420 | $73.4 萬 | 0.33% | −267−7.2% | 減碼 |
| Dynamic Technology Lab Private Ltd | 3,420 | $73.4 萬 | 0.12% | +3,420 | 新進 |
| Larson Financial Group LLC | 3,430 | $73.6 萬 | 0.03% | +1,418+70.5% | 加碼 |
| Sagespring Wealth Partners, LLC | 3,468 | $74.4 萬 | 0.01% | +494+16.6% | 加碼 |
| Ossiam | 3,468 | $74.4 萬 | 0.01% | +125+3.7% | 加碼 |
| HighPoint Advisor Group LLC | 3,481 | $74.7 萬 | 0.04% | −210−5.7% | 減碼 |
| AXS Investments LLC | 3,559 | $76.4 萬 | 0.24% | +3,559 | 新進 |
| Palumbo Wealth Management LLC | 3,562 | $76.4 萬 | 0.24% | +369+11.6% | 加碼 |
| Powell Investment Advisors, LLC | 3,583 | $76.9 萬 | 0.27% | 00.0% | 不變 |
| Cache Advisors, LLC | 3,650 | $78.3 萬 | 0.14% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 847 | $78.4 萬 | 0.17% | −6,529−88.5% | 減碼 |
| Apollon Wealth Management, LLC | 3,714 | $79.7 萬 | 0.01% | +18+0.5% | 加碼 |
| Concurrent Investment Advisors, LLC | 3,751 | $80.5 萬 | 0.01% | +876+30.5% | 加碼 |
| Cravens & Co Advisors, LLC | 3,777 | $81.1 萬 | 0.55% | −612−13.9% | 減碼 |
| Brookstone Capital Management | 3,807 | $81.7 萬 | 0.01% | +339+9.8% | 加碼 |
| Dark Forest Capital Management LP | 3,811 | $81.8 萬 | 0.03% | +3,811 | 新進 |
| Merit Financial Group, LLC | 3,849 | $82.6 萬 | 0.01% | −260−6.3% | 減碼 |
| GraniteShares Advisors LLC | 3,923 | $84.2 萬 | 0.49% | −387−9.0% | 減碼 |
| Pitcairn Co | 3,977 | $85.3 萬 | 0.07% | −1,774−30.8% | 減碼 |
| Main Street Financial Solutions, LLC | 3,984 | $85.5 萬 | 0.05% | +55+1.4% | 加碼 |
| Greycroft LP | 4,000 | $85.8 萬 | 0.76% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 4,002 | $85.9 萬 | 0.01% | −42−1.0% | 減碼 |
| Capstone Investment Advisors, LLC | 4,027 | $86.4 萬 | 0.01% | +4,027 | 新進 |
| Menard Financial Group LLC | 4,032 | $86.5 萬 | 0.58% | −12−0.3% | 減碼 |
| Thoroughbred Financial Services, LLC | 4,037 | $86.6 萬 | 0.05% | +25+0.6% | 加碼 |
| Forum Financial Management, LP | 4,056 | $87.0 萬 | 0.01% | +78+2.0% | 加碼 |
| Grimes & Company, Inc. | 4,060 | $87.1 萬 | 0.02% | +4,060 | 新進 |
| Oak Thistle LLC | 4,065 | $87.2 萬 | 0.13% | +2,880+243.0% | 加碼 |
| Florida Financial Advisors, LLC | 4,092 | $87.8 萬 | 0.27% | +4,092 | 新進 |
| HB Wealth Management, LLC | 4,094 | $87.9 萬 | 0.01% | +1,206+41.8% | 加碼 |
| Pallas Capital Advisors LLC | 4,112 | $88.2 萬 | 0.03% | +8+0.2% | 加碼 |
| Raiffeisen Bank International AG | 4,046 | $88.4 萬 | 0.01% | +512+14.5% | 加碼 |
| United Advisor Group, LLC | 4,165 | $89.4 萬 | 0.12% | +4,165 | 新進 |
| Callan Family Office, LLC | 4,177 | $89.6 萬 | 0.03% | −554−11.7% | 減碼 |
| Cornerstone Enterprises, LLC | 4,202 | $90.2 萬 | 0.44% | +162+4.0% | 加碼 |
| Grant Private Wealth Management Inc | 4,206 | $90.3 萬 | 0.56% | +4,206 | 新進 |
| Friedenthal Financial | 4,294 | $92.1 萬 | 0.48% | +4,294 | 新進 |
| Siemens Fonds Invest GmbH | 4,346 | $93.3 萬 | 0.05% | +10+0.2% | 加碼 |
| Davis Capital Management | 4,353 | $93.4 萬 | 0.65% | +4,353 | 新進 |
| Prelude Capital Management, LLC | 4,357 | $93.5 萬 | 0.07% | −1,086−20.0% | 減碼 |
| Emerald Advisers, LLC | 4,383 | $94.1 萬 | 0.03% | −646−12.8% | 減碼 |
| Leonteq Securities AG | 4,431 | $95.1 萬 | 0.05% | +2,505+130.1% | 加碼 |