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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 17,133 | $367.7 萬 | 0.02% | −2,890−14.4% | 減碼 |
| CIBC World Markets Inc. | 17,202 | $369.1 萬 | 0.01% | −3,779−18.0% | 減碼 |
| Triasima Portfolio Management inc. | 17,227 | $369.7 萬 | 0.56% | +17,227 | 新進 |
| Manufacturers Life Insurance Company, The | 17,290 | $371.0 萬 | 0.00% | +829+5.0% | 加碼 |
| EFG Asset Management (Americas) Corp. | 17,552 | $376.6 萬 | 0.65% | −4,241−19.5% | 減碼 |
| Black Swift Group, LLC | 17,750 | $380.9 萬 | 0.67% | +2,500+16.4% | 加碼 |
| Nwi Management LP | 18,000 | $386.3 萬 | 0.38% | 00.0% | 不變 |
| Prudential Financial Inc | 18,546 | $398.0 萬 | 0.00% | −2,139−10.3% | 減碼 |
| Voleon Capital Management LP | 18,802 | $403.5 萬 | 0.10% | +18,802 | 新進 |
| RFG Advisory, LLC | 18,906 | $405.7 萬 | 0.08% | −703−3.6% | 減碼 |
| Fortis Group Advisors, LLC | 16,097 | $407.1 萬 | 0.70% | −624−3.7% | 減碼 |
| Azzad Asset Management Inc | 19,066 | $409.1 萬 | 0.40% | +768+4.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 19,175 | $411.5 萬 | 0.01% | +14,701+328.6% | 加碼 |
| Summit Trail Advisors, LLC | 19,232 | $412.7 萬 | 0.06% | +4,611+31.5% | 加碼 |
| Kentucky Retirement Systems | 19,375 | $415.8 萬 | 0.11% | −135−0.7% | 減碼 |
| TrueMark Investments, LLC | 19,548 | $419.5 萬 | 0.73% | −1,632−7.7% | 減碼 |
| Investment Management Corp of Ontario | 19,730 | $423.4 萬 | 0.06% | +8,222+71.4% | 加碼 |
| MetLife Investment Management | 19,758 | $424.0 萬 | 0.02% | +570+3.0% | 加碼 |
| Newbridge Financial Services Group, Inc. | 19,762 | $424.1 萬 | 0.63% | +2,846+16.8% | 加碼 |
| Affinity Wealth Management LLC | 19,921 | $427.5 萬 | 0.63% | +19,921 | 新進 |
| Nicholas Investment Partners, LP | 20,472 | $439.3 萬 | 0.34% | 00.0% | 不變 |
| Mackenzie Financial Corp | 20,714 | $444.5 萬 | 0.01% | +1,369+7.1% | 加碼 |
| Spire Wealth Management | 20,815 | $446.7 萬 | 0.15% | +19,695+1,758.5% | 加碼 |
| Viking Fund Management LLC | 21,000 | $450.6 萬 | 0.54% | 00.0% | 不變 |
| Nia Impact Advisors, LLC | 21,155 | $454.0 萬 | 1.48% | +5,251+33.0% | 加碼 |
| Brinker Capital Investments, LLC | 21,202 | $455.0 萬 | 0.04% | +7,245+51.9% | 加碼 |
| EFG Asset Management (North America) Corp. | 21,211 | $455.0 萬 | 0.59% | −5,820−21.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 21,301 | $457.1 萬 | 0.04% | +1,449+7.3% | 加碼 |
| Vinva Investment Management Ltd | 21,157 | $462.4 萬 | 0.09% | −248−1.2% | 減碼 |
| Verition Fund Management LLC | 21,590 | $463.3 萬 | 0.03% | −2,179−9.2% | 減碼 |
| Group One Trading, L.P. | 22,127 | $474.8 萬 | 0.14% | −42,456−65.7% | 減碼 |
| Goldstream Capital Management Ltd | 22,178 | $475.9 萬 | 1.68% | −4,092−15.6% | 減碼 |
| Warm Springs Advisors Inc. | 22,198 | $476.3 萬 | 3.62% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 22,275 | $478.0 萬 | 0.02% | +100+0.5% | 加碼 |
| Lee Johnson Capital Management, LLC | 22,537 | $483.6 萬 | 1.61% | +22,537 | 新進 |
| TCG Advisory Services, LLC | 22,634 | $485.7 萬 | 0.18% | +5,457+31.8% | 加碼 |
| ICONIQ Capital, LLC | 23,136 | $496.5 萬 | 0.06% | +21,000+983.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 23,373 | $501.5 萬 | 0.02% | +2,320+11.0% | 加碼 |
| Rokos Capital Management LLP | 23,523 | $504.8 萬 | 0.06% | +23,523 | 新進 |
| CI Private Wealth, LLC | 23,776 | $510.2 萬 | 0.01% | −924−3.7% | 減碼 |
| Janus Henderson Group PLC | 23,972 | $514.2 萬 | 0.00% | +276+1.2% | 加碼 |
| Foundations Investment Advisors, LLC | 23,969 | $514.4 萬 | 0.07% | +2,998+14.3% | 加碼 |
| Motley Fool Asset Management LLC | 24,052 | $516.1 萬 | 0.21% | +6,300+35.5% | 加碼 |
| Janney Montgomery Scott LLC | 24,107 | $517.3 萬 | 0.01% | −4,324−15.2% | 減碼 |
| Robocap Asset Management Ltd | 24,161 | $518.5 萬 | 3.30% | −9,464−28.1% | 減碼 |
| Simplex Trading, LLC | 24,256 | $520.5 萬 | 0.11% | −13,979−36.6% | 減碼 |
| Science & Technology Partners, L.P. | 24,312 | $521.7 萬 | 1.48% | +24,312 | 新進 |
| Norden Group LLC | 24,494 | $525.6 萬 | 0.53% | −240−1.0% | 減碼 |
| Amalgamated Bank | 24,885 | $534.0 萬 | 0.04% | +1,737+7.5% | 加碼 |
| Brown Advisory Inc | 24,927 | $534.9 萬 | 0.01% | −10,228−29.1% | 減碼 |
| ASR Vermogensbeheer N.V. | 25,441 | $545.9 萬 | 0.07% | −89−0.3% | 減碼 |
| Evercore Wealth Management, LLC | 25,580 | $548.9 萬 | 0.08% | −2,750−9.7% | 減碼 |
| Kestra Advisory Services, LLC | 25,829 | $554.3 萬 | 0.03% | −1,429−5.2% | 減碼 |
| Clear Harbor Asset Management, LLC | 25,880 | $555.4 萬 | 0.39% | +1,090+4.4% | 加碼 |
| GWM Advisors LLC | 26,028 | $558.5 萬 | 0.03% | +2,167+9.1% | 加碼 |
| Mercer Global Advisors Inc | 26,455 | $567.7 萬 | 0.01% | −6,656−20.1% | 減碼 |
| KP Management LLC | 27,786 | $596.3 萬 | 2.09% | 00.0% | 不變 |
| Jasper Ridge Partners, L.P. | 27,835 | $597.3 萬 | 0.13% | 00.0% | 不變 |
| Y.D. More Investments Ltd | 27,594 | $600.8 萬 | 0.34% | −1,882−6.4% | 減碼 |
| Lountzis Asset Management, LLC | 28,557 | $612.8 萬 | 2.00% | −10.0% | 減碼 |
| Perigon Wealth Management, LLC | 28,681 | $615.5 萬 | 0.13% | +1,074+3.9% | 加碼 |
| Swiss Life Asset Management Ltd | 28,709 | $616.1 萬 | 0.03% | −659−2.2% | 減碼 |
| Commerce Bank | 28,926 | $620.7 萬 | 0.03% | +79+0.3% | 加碼 |
| Sepio Capital, LP | 29,276 | $628.2 萬 | 0.37% | +1,495+5.4% | 加碼 |
| Tiaa Trust, National Association | 29,371 | $630.3 萬 | 0.02% | −56,166−65.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 29,754 | $638.5 萬 | 0.02% | −837−2.7% | 減碼 |
| Cushing Asset Management, LP | 30,000 | $643.8 萬 | 0.37% | +15,000+100.0% | 加碼 |
| Interval Partners, LP | 30,000 | $643.8 萬 | 0.14% | +30,000 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 30,204 | $648.1 萬 | 0.02% | +2,215+7.9% | 加碼 |
| Lido Advisors, LLC | 30,224 | $648.6 萬 | 0.03% | +13,375+79.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,732 | $659.5 萬 | 0.05% | −65−0.2% | 減碼 |
| Tredje AP-fonden | 30,920 | $663.5 萬 | 0.05% | +6,187+25.0% | 加碼 |
| Sanctuary Advisors, LLC | 31,313 | $671.9 萬 | 0.04% | +13,627+77.0% | 加碼 |
| Robeco Schweiz AG | 31,500 | $676.0 萬 | 0.15% | −6,900−18.0% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 31,724 | $680.8 萬 | 1.14% | −1,571−4.7% | 減碼 |
| Rockefeller Capital Management L.P. | 31,800 | $682.4 萬 | 0.01% | −49,274−60.8% | 減碼 |
| Soltis Investment Advisors LLC | 31,990 | $686.5 萬 | 0.47% | +54+0.2% | 加碼 |
| Daiwa Securities Group Inc. | 32,752 | $702.8 萬 | 0.02% | +7,700+30.7% | 加碼 |
| Banque Cantonale Vaudoise | 33,110 | $710.4 萬 | 0.27% | −5,207−13.6% | 減碼 |
| Fifth Third Wealth Advisors LLC | 33,134 | $711.0 萬 | 0.26% | +39+0.1% | 加碼 |
| Cerity Partners LLC | 33,536 | $719.7 萬 | 0.01% | +6,005+21.8% | 加碼 |
| OP Asset Management Ltd | 33,836 | $726.1 萬 | 0.10% | +28+0.1% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 34,015 | $730.4 萬 | 0.05% | +1,714+5.3% | 加碼 |
| Brevan Howard Capital Management LP | 35,238 | $756.2 萬 | 0.11% | +35,238 | 新進 |
| Wealthfront Advisers LLC | 35,264 | $756.7 萬 | 0.02% | +4,261+13.7% | 加碼 |
| Millennium Management LLC | 35,267 | $756.8 萬 | 0.01% | +7,229+25.8% | 加碼 |
| US Bancorp | 35,655 | $765.1 萬 | 0.01% | +1,894+5.6% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 36,201 | $776.8 萬 | 0.05% | +5,067+16.3% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 36,669 | $786.9 萬 | 0.01% | −15,003−29.0% | 減碼 |
| Acadian Asset Management LLC | 37,683 | $808.2 萬 | 0.01% | −89,994−70.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 37,253 | $809.8 萬 | 0.01% | +1,208+3.4% | 加碼 |
| Jacobs Levy Equity Management, Inc | 37,790 | $810.9 萬 | 0.03% | +33,343+749.8% | 加碼 |
| Virtu Financial LLC | 38,362 | $823.2 萬 | 0.46% | +38,362 | 新進 |
| Ethic Inc. | 38,373 | $823.4 萬 | 0.14% | +3,842+11.1% | 加碼 |
| Natixis Advisors, L.P. | 38,446 | $825.0 萬 | 0.01% | +3,273+9.3% | 加碼 |
| Strategic Planning Group, LLC | 38,557 | $827.4 萬 | 1.12% | +922+2.4% | 加碼 |
| Nissay Asset Management Corp | 39,217 | $841.6 萬 | 0.05% | +1,030+2.7% | 加碼 |
| Jackson Square Capital, LLC | 39,739 | $852.8 萬 | 1.86% | −1,572−3.8% | 減碼 |
| Andra AP-fonden | 39,797 | $854.0 萬 | 0.11% | 00.0% | 不變 |
| Ambassador Advisors, LLC | 39,908 | $856.4 萬 | 1.27% | −2,633−6.2% | 減碼 |