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 |
|---|---|---|---|---|---|
| Bearing Point Capital, LLC | 40,070 | $859.9 萬 | 1.48% | −70.0% | 減碼 |
| Teacher Retirement System of Texas | 40,666 | $872.7 萬 | 0.04% | −6,221−13.3% | 減碼 |
| Empowered Funds, LLC | 40,694 | $873.3 萬 | 0.09% | +607+1.5% | 加碼 |
| Hantz Financial Services, Inc. | 41,697 | $894.8 萬 | 0.14% | −7,857−15.9% | 減碼 |
| Main Management ETF Advisors, LLC | 41,849 | $898.0 萬 | 0.33% | +16,927+67.9% | 加碼 |
| Employees Retirement System of Texas | 42,962 | $921.9 萬 | 0.07% | −17,041−28.4% | 減碼 |
| Swedbank AB | 43,878 | $941.6 萬 | 0.01% | +9,527+27.7% | 加碼 |
| Nordea Investment Management AB | 44,174 | $941.8 萬 | 0.01% | +2,174+5.2% | 加碼 |
| La Banque Postale Asset Management SA | 44,246 | $949.5 萬 | 0.12% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 44,268 | $949.9 萬 | 0.04% | +9,813+28.5% | 加碼 |
| LGT Group Foundation | 44,025 | $955.6 萬 | 0.11% | −14,629−24.9% | 減碼 |
| British Columbia Investment Management Corp | 44,639 | $957.9 萬 | 0.05% | −3,940−8.1% | 減碼 |
| Premier Fund Managers Ltd | 45,200 | $988.3 萬 | 0.41% | +1,600+3.7% | 加碼 |
| Independent Financial Group, LLC | 46,571 | $999.4 萬 | 0.24% | +7,827+20.2% | 加碼 |
| Agf Management Ltd | 46,986 | $1,008 萬 | 0.04% | −52,933−53.0% | 減碼 |
| Exchange Traded Concepts, LLC | 47,057 | $1,010 萬 | 0.10% | +3,816+8.8% | 加碼 |
| JustInvest LLC | 47,447 | $1,018 萬 | 0.10% | +1,070+2.3% | 加碼 |
| Ieq Capital, LLC | 47,482 | $1,019 萬 | 0.03% | +13,710+40.6% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 48,000 | $1,030 萬 | 1.09% | 00.0% | 不變 |
| Police & Firemen's Retirement System of New Jersey | 49,715 | $1,067 萬 | 0.09% | +2,818+6.0% | 加碼 |
| Slow Capital, Inc. | 50,855 | $1,091 萬 | 1.28% | −3,111−5.8% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 62,186 | $1,094 萬 | 0.03% | +13,124+26.7% | 加碼 |
| Assetmark, Inc | 50,992 | $1,094 萬 | 0.02% | +2,746+5.7% | 加碼 |
| Utah Retirement Systems | 50,995 | $1,094 萬 | 0.11% | +602+1.2% | 加碼 |
| Union Bancaire Privee, UBP SA | 53,178 | $1,111 萬 | 0.23% | +2,614+5.2% | 加碼 |
| QRG Capital Management, Inc. | 51,908 | $1,114 萬 | 0.13% | −9,281−15.2% | 減碼 |
| Lyell Wealth Management, LP | 52,116 | $1,118 萬 | 0.83% | +293+0.6% | 加碼 |
| Private Advisory Group LLC | 53,480 | $1,148 萬 | 1.00% | −17,205−24.3% | 減碼 |
| USS Investment Management Ltd | 53,738 | $1,153 萬 | 0.06% | −62−0.1% | 減碼 |
| Canada Pension Plan Investment Board | 54,445 | $1,168 萬 | 0.01% | −151,975−73.6% | 減碼 |
| AMJ Financial Wealth Management | 54,669 | $1,173 萬 | 2.84% | +2,883+5.6% | 加碼 |
| Archon Partners LLC | 55,000 | $1,180 萬 | 1.25% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 55,984 | $1,210 萬 | 0.02% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 57,380 | $1,231 萬 | 0.02% | −3,513−5.8% | 減碼 |
| Comerica Bank | 57,973 | $1,244 萬 | 0.05% | +8,278+16.7% | 加碼 |
| Susquehanna International Group, LLP | 58,799 | $1,262 萬 | 0.02% | −19,711−25.1% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 58,832 | $1,262 萬 | 1.69% | −42,682−42.0% | 減碼 |
| M&G Plc | 59,212 | $1,273 萬 | 0.07% | +59,212 | 新進 |
| Engineers Gate Manager LP | 59,618 | $1,279 萬 | 0.15% | +46,811+365.5% | 加碼 |
| Oak Ridge Investments LLC | 59,790 | $1,283 萬 | 0.83% | +1,072+1.8% | 加碼 |
| Varma Mutual Pension Insurance Co | 59,900 | $1,285 萬 | 0.08% | +4,800+8.7% | 加碼 |
| IFM Investors Pty Ltd | 59,504 | $1,287 萬 | 0.11% | +788+1.3% | 加碼 |
| Davy Global Fund Management Ltd | 60,985 | $1,309 萬 | 0.89% | +16,013+35.6% | 加碼 |
| Davis-Rea Ltd. | 61,273 | $1,315 萬 | 3.19% | +9,947+19.4% | 加碼 |
| Candriam Luxembourg S.C.A. | 62,411 | $1,339 萬 | 0.07% | +5,709+10.1% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 62,553 | $1,342 萬 | 0.10% | +52,316+511.0% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 63,000 | $1,352 萬 | 0.10% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 63,059 | $1,353 萬 | 0.05% | −1,884−2.9% | 減碼 |
| Xponance, Inc. | 63,718 | $1,367 萬 | 0.11% | +2,722+4.5% | 加碼 |
| AIA Group Ltd | 63,753 | $1,368 萬 | 0.24% | +7,997+14.3% | 加碼 |
| Generate Investment Management Ltd | 63,777 | $1,369 萬 | 0.69% | +38,484+152.2% | 加碼 |
| Manchester Global Management (UK) Ltd | 64,000 | $1,373 萬 | 1.81% | 00.0% | 不變 |
| MML Investors Services, LLC | 64,073 | $1,375 萬 | 0.04% | +5,082+8.6% | 加碼 |
| Toroso Investments, LLC | 64,759 | $1,390 萬 | 0.06% | +40,075+162.4% | 加碼 |
| Silvant Capital Management LLC | 64,977 | $1,394 萬 | 0.48% | −1,689−2.5% | 減碼 |
| Allianz Asset Management GmbH | 65,182 | $1,399 萬 | 0.02% | +49,749+322.4% | 加碼 |
| Stony Point Capital LLC | 66,353 | $1,424 萬 | 1.00% | +66,353 | 新進 |
| Quantinno Capital Management LP | 66,439 | $1,426 萬 | 0.04% | +9,187+16.0% | 加碼 |
| Forsta Ap-Fonden | 67,000 | $1,438 萬 | 0.09% | +3,800+6.0% | 加碼 |
| Man Group plc | 67,529 | $1,449 萬 | 0.03% | +10,860+19.2% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 67,928 | $1,458 萬 | 0.13% | +800+1.2% | 加碼 |
| Creative Planning | 70,605 | $1,515 萬 | 0.01% | +11,544+19.5% | 加碼 |
| Glynn Capital Management LLC | 71,263 | $1,529 萬 | 4.83% | −35,603−33.3% | 減碼 |
| Berkshire Capital Holdings Inc | 72,990 | $1,566 萬 | 4.76% | −29,240−28.6% | 減碼 |
| Ci Investments Inc. | 73,907 | $1,586 萬 | 0.06% | −3,736−4.8% | 減碼 |
| Avalon Global Asset Management LLC | 75,400 | $1,618 萬 | 3.71% | 00.0% | 不變 |
| Captrust Financial Advisors | 75,420 | $1,618 萬 | 0.03% | +11,795+18.5% | 加碼 |
| TD Asset Management Inc | 80,473 | $1,727 萬 | 0.01% | +3,633+4.7% | 加碼 |
| Sentinel Trust Co Lba | 80,718 | $1,732 萬 | 1.77% | 00.0% | 不變 |
| Truist Financial Corp | 81,062 | $1,740 萬 | 0.02% | −3,928−4.6% | 減碼 |
| Baker Chad R | 81,305 | $1,745 萬 | 3.00% | −14,595−15.2% | 減碼 |
| Mariner, LLC | 81,419 | $1,747 萬 | 0.02% | −36,615−31.0% | 減碼 |
| Gotham Asset Management, LLC | 82,788 | $1,777 萬 | 0.08% | +31,423+61.2% | 加碼 |
| Natixis | 83,626 | $1,795 萬 | 0.10% | +83,626 | 新進 |
| HighTower Advisors, LLC | 86,057 | $1,847 萬 | 0.02% | +761+0.9% | 加碼 |
| Parkwood LLC | 87,750 | $1,883 萬 | 1.84% | +87,750 | 新進 |
| Cetera Investment Advisers | 88,419 | $1,897 萬 | 0.02% | −3,820−4.1% | 減碼 |
| RMB Capital Management, LLC | 90,101 | $1,933 萬 | 0.36% | −8,460−8.6% | 減碼 |
| Alyeska Investment Group, L.P. | 90,230 | $1,936 萬 | 0.06% | +31,339+53.2% | 加碼 |
| Toronto Dominion Bank | 90,496 | $1,942 萬 | 0.04% | +34,401+61.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 90,916 | $1,951 萬 | 0.05% | −4,392−4.6% | 減碼 |
| Arizona State Retirement System | 91,639 | $1,966 萬 | 0.10% | +1,398+1.5% | 加碼 |
| Fiera Capital Corp | 92,116 | $1,977 萬 | 0.06% | +15,932+20.9% | 加碼 |
| RPG Investment Advisory, LLC | 93,136 | $1,999 萬 | 2.36% | −19,206−17.1% | 減碼 |
| DnB Asset Management AS | 93,642 | $2,009 萬 | 0.08% | +30,299+47.8% | 加碼 |
| Resona Asset Management Co.,Ltd. | 94,185 | $2,027 萬 | 0.10% | −7,733−7.6% | 減碼 |
| Walleye Trading LLC | 95,195 | $2,043 萬 | 0.33% | +10,974+13.0% | 加碼 |
| Jane Street Group, LLC | 97,784 | $2,098 萬 | 0.02% | −42,978−30.5% | 減碼 |
| Atika Capital Management LLC | 98,010 | $2,103 萬 | 1.79% | +29,209+42.5% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 98,533 | $2,114 萬 | 0.11% | +2,470+2.6% | 加碼 |
| Vontobel Holding Ltd. | 100,768 | $2,162 萬 | 0.07% | +24,268+31.7% | 加碼 |
| Picton Mahoney Asset Management | 101,509 | $2,178 萬 | 0.28% | −27,886−21.6% | 減碼 |
| Stifel Financial Corp | 102,153 | $2,192 萬 | 0.02% | +20,923+25.8% | 加碼 |
| Whittier Trust Co of Nevada Inc | 104,186 | $2,257 萬 | 0.48% | +4,325+4.3% | 加碼 |
| NZS Capital, LLC | 105,753 | $2,269 萬 | 0.69% | −194,752−64.8% | 減碼 |
| Advisor Group Holdings, Inc. | 107,740 | $2,296 萬 | 0.03% | +48,826+82.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 107,764 | $2,313 萬 | 0.05% | −9,651−8.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 108,670 | $2,332 萬 | 0.09% | +4,706+4.5% | 加碼 |
| KLP Kapitalforvaltning AS | 112,700 | $2,418 萬 | 0.10% | +400+0.4% | 加碼 |
| Erste Asset Management GmbH | 111,898 | $2,445 萬 | 0.24% | −1,220−1.1% | 減碼 |