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 |
|---|---|---|---|---|---|
| Clarus Wealth Advisors | 7,904 | $171.3 萬 | 0.76% | +143+1.8% | 加碼 |
| Assenagon Asset Management S.A. | 8,011 | $171.9 萬 | 0.00% | +1,020+14.6% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 8,121 | $174.3 萬 | 0.12% | −159−1.9% | 減碼 |
| SlateStone Wealth, LLC | 8,191 | $175.8 萬 | 0.15% | +1,520+22.8% | 加碼 |
| Western Wealth Management, LLC | 8,272 | $177.5 萬 | 0.09% | −731−8.1% | 減碼 |
| United Capital Financial Advisers, LLC | 8,330 | $178.8 萬 | 0.01% | +3,757+82.2% | 加碼 |
| Equitable Holdings, Inc. | 8,438 | $181.1 萬 | 0.01% | −40.0% | 減碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 8,500 | $182.4 萬 | 0.97% | −8,000−48.5% | 減碼 |
| Harvest Fund Management Co., Ltd | 8,531 | $183.0 萬 | 0.08% | +1,564+22.4% | 加碼 |
| NewEdge Wealth, LLC | 8,053 | $184.0 萬 | 0.03% | +5,049+168.1% | 加碼 |
| CSM Advisors, LLC | 8,635 | $185.4 萬 | 0.05% | +8,635 | 新進 |
| Qsemble Capital Management, LP | 8,659 | $185.8 萬 | 0.18% | +8,659 | 新進 |
| Mission Wealth Management, LP | 8,679 | $186.2 萬 | 0.04% | −664−7.1% | 減碼 |
| Oribel Capital Management, LP | 8,700 | $186.7 萬 | 0.22% | +400+4.8% | 加碼 |
| Change Path, LLC | 8,781 | $188.4 萬 | 0.05% | +1,180+15.5% | 加碼 |
| Atlas Brown,Inc. | 8,827 | $189.4 萬 | 0.56% | −20−0.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 8,880 | $190.6 萬 | 0.07% | +1,109+14.3% | 加碼 |
| Mutual Advisors, LLC | 9,072 | $197.0 萬 | 0.04% | +7,253+398.7% | 加碼 |
| Calamos Wealth Management LLC | 9,248 | $198.5 萬 | 0.07% | +78+0.9% | 加碼 |
| EverSource Wealth Advisors, LLC | 9,288 | $199.3 萬 | 0.08% | +722+8.4% | 加碼 |
| Everence Capital Management Inc | 9,380 | $201.3 萬 | 0.12% | 00.0% | 不變 |
| MBM Wealth Consultants, LLC | 9,455 | $202.9 萬 | 0.50% | −4,025−29.9% | 減碼 |
| Jupiter Asset Management Ltd | 9,484 | $203.5 萬 | 0.02% | −900−8.7% | 減碼 |
| Numerai GP LLC | 9,490 | $203.6 萬 | 0.29% | −8,530−47.3% | 減碼 |
| Oppenheimer Asset Management Inc. | 9,781 | $209.9 萬 | 0.02% | −908−8.5% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 9,870 | $211.8 萬 | 0.01% | −1,236−11.1% | 減碼 |
| Brandywine Managers, LLC | 9,906 | $212.6 萬 | 2.04% | 00.0% | 不變 |
| Titleist Asset Management, LLC | 9,934 | $213.2 萬 | 0.19% | −258−2.5% | 減碼 |
| Ocean Capital Management, LLC | 10,064 | $216.0 萬 | 0.43% | −1,604−13.7% | 減碼 |
| Steel Peak Wealth Management LLC | 10,082 | $216.3 萬 | 0.07% | −102−1.0% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 10,086 | $216.4 萬 | 0.08% | −56−0.6% | 減碼 |
| Signaturefd, LLC | 10,197 | $218.8 萬 | 0.03% | −24−0.2% | 減碼 |
| Kirtland Hills Capital Management, LLC | 10,317 | $221.4 萬 | 0.88% | +1,149+12.5% | 加碼 |
| SBI Securities Co., Ltd. | 10,327 | $221.6 萬 | 0.06% | −41−0.4% | 減碼 |
| Atria Investments LLC | 10,371 | $222.6 萬 | 0.03% | +2,089+25.2% | 加碼 |
| Kassira Wealth Management LLC | 10,379 | $222.7 萬 | 2.15% | +10,379 | 新進 |
| Integrated Wealth Concepts LLC | 10,430 | $223.8 萬 | 0.02% | +309+3.1% | 加碼 |
| M&T Bank Corp | 10,532 | $226.0 萬 | 0.01% | −2,864−21.4% | 減碼 |
| Proactive Wealth Strategies LLC | 10,615 | $227.8 萬 | 0.98% | 00.0% | 不變 |
| Intech Investment Management LLC | 10,667 | $228.9 萬 | 0.02% | −6,258−37.0% | 減碼 |
| Omers Administration Corp | 10,715 | $229.9 萬 | 0.02% | 00.0% | 不變 |
| Index Fund Advisors, Inc. | 10,733 | $230.3 萬 | 0.11% | +40.0% | 加碼 |
| MAI Capital Management | 10,770 | $231.1 萬 | 0.01% | +2,818+35.4% | 加碼 |
| Keystone Wealth Services, LLC | 10,829 | $232.4 萬 | 0.51% | +700+6.9% | 加碼 |
| Joel Isaacson & Co., LLC | 10,875 | $233.4 萬 | 0.08% | −10−0.1% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 11,975 | $234.5 萬 | 0.12% | 00.0% | 不變 |
| Keybank National Association | 10,929 | $234.5 萬 | 0.01% | −1,095−9.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 10,946 | $234.9 萬 | 0.00% | +985+9.9% | 加碼 |
| Illinois Municipal Retirement Fund | 11,118 | $238.6 萬 | 0.03% | +4,294+62.9% | 加碼 |
| CIBC Bancorp USA Inc. | 11,135 | $238.9 萬 | 0.01% | +11,135 | 新進 |
| Groupama Asset Managment | – | $241.3 萬 | 0.04% | – | – |
| Dai-Ichi Life Insurance Company, Ltd | 11,357 | $243.7 萬 | 0.06% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 11,474 | $246.2 萬 | 0.06% | −662−5.5% | 減碼 |
| Malaga Cove Capital, LLC | 11,484 | $246.4 萬 | 0.89% | −170−1.5% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 11,519 | $247.2 萬 | 0.09% | +299+2.7% | 加碼 |
| Generali Asset Management SPA SGR | 11,519 | $247.2 萬 | 0.05% | +402+3.6% | 加碼 |
| West Michigan Advisors, LLC | 11,599 | $248.9 萬 | 0.60% | +9,161+375.8% | 加碼 |
| Allstate Corp | 11,644 | $249.9 萬 | 0.06% | +11,644 | 新進 |
| Amitell Capital Pte Ltd | 11,894 | $255.2 萬 | 1.89% | +11,894 | 新進 |
| Insight Holdings Group, LLC | 12,000 | $257.5 萬 | 0.16% | +12,000 | 新進 |
| Profund Advisors LLC | 12,117 | $260.0 萬 | 0.08% | −105−0.9% | 減碼 |
| Rafferty Asset Management, LLC | 12,313 | $264.2 萬 | 0.01% | −3,853−23.8% | 減碼 |
| FORA Capital, LLC | 12,382 | $265.7 萬 | 0.47% | −18,643−60.1% | 減碼 |
| Independent Advisor Alliance | 12,519 | $268.6 萬 | 0.07% | −14,025−52.8% | 減碼 |
| Vident Advisory, LLC | 12,726 | $273.1 萬 | 0.03% | −5,057−28.4% | 減碼 |
| Oppenheimer & Co Inc | 12,828 | $275.3 萬 | 0.03% | +2,445+23.5% | 加碼 |
| CIBC Asset Management Inc | 13,055 | $280.1 萬 | 0.01% | +94+0.7% | 加碼 |
| Park Avenue Securities LLC | 13,120 | $281.5 萬 | 0.02% | −304−2.3% | 減碼 |
| Alps Advisors Inc | 13,195 | $283.2 萬 | 0.02% | −754−5.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 13,304 | $285.5 萬 | 0.00% | +342+2.6% | 加碼 |
| NTV Asset Management LLC | 13,342 | $286.3 萬 | 0.31% | −58−0.4% | 減碼 |
| Castle Rock Wealth Management, LLC | 12,990 | $286.9 萬 | 0.63% | +47+0.4% | 加碼 |
| Coastal Investment Advisors, Inc. | 13,511 | $289.9 萬 | 0.97% | +5,895+77.4% | 加碼 |
| Grandview Asset Management LLC | 13,606 | $292.0 萬 | 0.82% | +250+1.9% | 加碼 |
| RDA Financial Network | 13,647 | $292.9 萬 | 0.72% | +13,647 | 新進 |
| Colony Group, LLC | 14,969 | $299.7 萬 | 0.00% | −132−0.9% | 減碼 |
| Winton Group Ltd | 13,972 | $299.8 萬 | 0.11% | +13,972 | 新進 |
| Global Wealth Management Investment Advisory, Inc. | 14,424 | $309.5 萬 | 0.52% | +1,913+15.3% | 加碼 |
| Blue Barn Wealth, LLC | 14,650 | $314.4 萬 | 1.38% | −24−0.2% | 減碼 |
| Prudential PLC | 14,768 | $316.9 萬 | 0.02% | +9,156+163.2% | 加碼 |
| Bridgewater Associates, LP | 15,015 | $322.2 萬 | 0.01% | +15,015 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 15,037 | $322.7 萬 | 0.03% | +2,295+18.0% | 加碼 |
| Hancock Whitney Corp | 15,111 | $324.3 萬 | 0.06% | −156−1.0% | 減碼 |
| Maryland State Retirement & Pension System | 15,221 | $326.6 萬 | 0.07% | +222+1.5% | 加碼 |
| Farther Finance Advisors, LLC | 15,558 | $333.9 萬 | 0.05% | +3,482+28.8% | 加碼 |
| Sterling Capital Management LLC | 15,599 | $334.7 萬 | 0.05% | −14,435−48.1% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 15,600 | $334.8 萬 | 0.04% | −4,700−23.2% | 減碼 |
| Creekmur Asset Management LLC | 15,829 | $339.7 萬 | 0.56% | +3,787+31.4% | 加碼 |
| PDT Partners, LLC | 15,892 | $341.0 萬 | 0.22% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 15,898 | $341.2 萬 | 0.11% | +354+2.3% | 加碼 |
| Taylor Frigon Capital Management LLC | 16,017 | $343.7 萬 | 1.71% | −1,212−7.0% | 減碼 |
| Highland Capital Management, LLC | 16,044 | $344.3 萬 | 0.17% | −1,006−5.9% | 減碼 |
| CWM, LLC | 16,119 | $345.9 萬 | 0.01% | +264+1.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 16,171 | $347.0 萬 | 0.03% | −1,401−8.0% | 減碼 |
| Cannon Advisors, Inc. | 16,084 | $349.3 萬 | 2.35% | −387−2.3% | 減碼 |
| SG Americas Securities, LLC | 16,301 | $349.8 萬 | 0.01% | −5,804−26.3% | 減碼 |
| SWS Partners | 16,706 | $358.5 萬 | 0.88% | −2,571−13.3% | 減碼 |
| Jones Financial Companies LLLP | 16,631 | $359.8 萬 | 0.00% | +3,053+22.5% | 加碼 |
| Knollwood Investment Advisory, LLC | 16,800 | $360.5 萬 | 0.32% | 00.0% | 不變 |
| Independent Solutions Wealth Management, LLC | 16,972 | $364.2 萬 | 0.65% | +1,913+12.7% | 加碼 |