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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 219,542 | $4,711 萬 | 0.14% | −4,775−2.1% | 減碼 |
| Ensign Peak Advisors, Inc | 214,432 | $4,601 萬 | 0.08% | −40,820−16.0% | 減碼 |
| Handelsbanken Fonder AB | 206,859 | $4,439 萬 | 0.14% | +48,200+30.4% | 加碼 |
| Jennison Associates LLC | 206,468 | $4,431 萬 | 0.03% | +9,718+4.9% | 加碼 |
| Rakuten Investment Management, Inc. | 646,163 | $4,376 萬 | 0.17% | +646,163 | 新進 |
| LPL Financial LLC | 202,777 | $4,351 萬 | 0.01% | +24,768+13.9% | 加碼 |
| Mizuho Markets Americas LLC | 202,716 | $4,350 萬 | 0.92% | +49,688+32.5% | 加碼 |
| Blair William & Co | 202,134 | $4,338 萬 | 0.12% | +905+0.4% | 加碼 |
| Danske Bank A/S | 199,339 | $4,278 萬 | 0.11% | +56,405+39.5% | 加碼 |
| Bank of Montreal | 192,219 | $4,125 萬 | 0.02% | +2,871+1.5% | 加碼 |
| Barclays PLC | 184,901 | $3,968 萬 | 0.01% | +28,691+18.4% | 加碼 |
| Woodline Partners LP | 183,206 | $3,931 萬 | 0.19% | +166,552+1,000.1% | 加碼 |
| Russell Investments Group, Ltd. | 182,481 | $3,920 萬 | 0.04% | −1,410−0.8% | 減碼 |
| Alfreton Capital LLP | 180,000 | $3,863 萬 | 16.69% | −220,000−55.0% | 減碼 |
| Los Angeles Capital Management LLC | 178,974 | $3,841 萬 | 0.13% | −93,965−34.4% | 減碼 |
| Standard Life Aberdeen plc | 174,501 | $3,814 萬 | 0.06% | +4,798+2.8% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 170,186 | $3,652 萬 | 0.06% | +28,495+20.1% | 加碼 |
| Schroder Investment Management Group | 168,306 | $3,612 萬 | 0.03% | −33,738−16.7% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 167,939 | $3,604 萬 | 0.27% | −59,877−26.3% | 減碼 |
| 12 West Capital Management LP | 165,000 | $3,541 萬 | 3.67% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 163,257 | $3,503 萬 | 0.08% | −1,556−0.9% | 減碼 |
| Kames Capital plc | 157,488 | $3,377 萬 | 0.40% | −58,593−27.1% | 減碼 |
| Royal London Asset Management Ltd | 157,180 | $3,373 萬 | 0.07% | −10,595−6.3% | 減碼 |
| Korea Investment CORP | 156,728 | $3,363 萬 | 0.07% | −38,911−19.9% | 減碼 |
| New York State Common Retirement Fund | 155,328 | $3,333 萬 | 0.04% | −200−0.1% | 減碼 |
| Carnegie Capital Asset Management, LLC | 153,033 | $3,284 萬 | 0.62% | −25,285−14.2% | 減碼 |
| Hartline Investment Corp | 151,164 | $3,244 萬 | 3.36% | +4,709+3.2% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 148,786 | $3,193 萬 | 1.50% | −8,092−5.2% | 減碼 |
| APG Asset Management N.V. | 173,900 | $3,176 萬 | 0.09% | +4,900+2.9% | 加碼 |
| Capital International Ltd | 146,721 | $3,148 萬 | 1.14% | −6,445−4.2% | 減碼 |
| National Bank of Canada | 144,218 | $3,095 萬 | 0.03% | +135,492+1,552.7% | 加碼 |
| Capital International Inc | 142,650 | $3,061 萬 | 0.24% | +7,895+5.9% | 加碼 |
| Treasurer of the State of North Carolina | 138,743 | $2,977 萬 | 0.09% | −5,409−3.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 138,664 | $2,976 萬 | 0.02% | +12,277+9.7% | 加碼 |
| Parnassus Investments | 129,569 | $2,780 萬 | 0.06% | −995−0.8% | 減碼 |
| Public Employees Retirement System of Ohio | 119,975 | $2,575 萬 | 0.08% | +161+0.1% | 加碼 |
| Bank of Nova Scotia | 116,996 | $2,511 萬 | 0.04% | +107,554+1,139.1% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 116,800 | $2,506 萬 | 0.16% | +1,400+1.2% | 加碼 |
| Liontrust Investment Partners LLP | 116,599 | $2,502 萬 | 0.37% | −876−0.7% | 減碼 |
| Erste Asset Management GmbH | 111,898 | $2,445 萬 | 0.24% | −1,220−1.1% | 減碼 |
| KLP Kapitalforvaltning AS | 112,700 | $2,418 萬 | 0.10% | +400+0.4% | 加碼 |
| State of New Jersey Common Pension Fund D | 108,670 | $2,332 萬 | 0.09% | +4,706+4.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 107,764 | $2,313 萬 | 0.05% | −9,651−8.2% | 減碼 |
| Advisor Group Holdings, Inc. | 107,740 | $2,296 萬 | 0.03% | +48,826+82.9% | 加碼 |
| NZS Capital, LLC | 105,753 | $2,269 萬 | 0.69% | −194,752−64.8% | 減碼 |
| Whittier Trust Co of Nevada Inc | 104,186 | $2,257 萬 | 0.48% | +4,325+4.3% | 加碼 |
| Stifel Financial Corp | 102,153 | $2,192 萬 | 0.02% | +20,923+25.8% | 加碼 |
| Picton Mahoney Asset Management | 101,509 | $2,178 萬 | 0.28% | −27,886−21.6% | 減碼 |
| Vontobel Holding Ltd. | 100,768 | $2,162 萬 | 0.07% | +24,268+31.7% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 98,533 | $2,114 萬 | 0.11% | +2,470+2.6% | 加碼 |
| Atika Capital Management LLC | 98,010 | $2,103 萬 | 1.79% | +29,209+42.5% | 加碼 |
| Jane Street Group, LLC | 97,784 | $2,098 萬 | 0.02% | −42,978−30.5% | 減碼 |
| Walleye Trading LLC | 95,195 | $2,043 萬 | 0.33% | +10,974+13.0% | 加碼 |
| Resona Asset Management Co.,Ltd. | 94,185 | $2,027 萬 | 0.10% | −7,733−7.6% | 減碼 |
| DnB Asset Management AS | 93,642 | $2,009 萬 | 0.08% | +30,299+47.8% | 加碼 |
| RPG Investment Advisory, LLC | 93,136 | $1,999 萬 | 2.36% | −19,206−17.1% | 減碼 |
| Fiera Capital Corp | 92,116 | $1,977 萬 | 0.06% | +15,932+20.9% | 加碼 |
| Arizona State Retirement System | 91,639 | $1,966 萬 | 0.10% | +1,398+1.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 90,916 | $1,951 萬 | 0.05% | −4,392−4.6% | 減碼 |
| Toronto Dominion Bank | 90,496 | $1,942 萬 | 0.04% | +34,401+61.3% | 加碼 |
| Alyeska Investment Group, L.P. | 90,230 | $1,936 萬 | 0.06% | +31,339+53.2% | 加碼 |
| RMB Capital Management, LLC | 90,101 | $1,933 萬 | 0.36% | −8,460−8.6% | 減碼 |
| Cetera Investment Advisers | 88,419 | $1,897 萬 | 0.02% | −3,820−4.1% | 減碼 |
| Parkwood LLC | 87,750 | $1,883 萬 | 1.84% | +87,750 | 新進 |
| HighTower Advisors, LLC | 86,057 | $1,847 萬 | 0.02% | +761+0.9% | 加碼 |
| Natixis | 83,626 | $1,795 萬 | 0.10% | +83,626 | 新進 |
| Gotham Asset Management, LLC | 82,788 | $1,777 萬 | 0.08% | +31,423+61.2% | 加碼 |
| Mariner, LLC | 81,419 | $1,747 萬 | 0.02% | −36,615−31.0% | 減碼 |
| Baker Chad R | 81,305 | $1,745 萬 | 3.00% | −14,595−15.2% | 減碼 |
| Truist Financial Corp | 81,062 | $1,740 萬 | 0.02% | −3,928−4.6% | 減碼 |
| Sentinel Trust Co Lba | 80,718 | $1,732 萬 | 1.77% | 00.0% | 不變 |
| TD Asset Management Inc | 80,473 | $1,727 萬 | 0.01% | +3,633+4.7% | 加碼 |
| Captrust Financial Advisors | 75,420 | $1,618 萬 | 0.03% | +11,795+18.5% | 加碼 |
| Avalon Global Asset Management LLC | 75,400 | $1,618 萬 | 3.71% | 00.0% | 不變 |
| Ci Investments Inc. | 73,907 | $1,586 萬 | 0.06% | −3,736−4.8% | 減碼 |
| Berkshire Capital Holdings Inc | 72,990 | $1,566 萬 | 4.76% | −29,240−28.6% | 減碼 |
| Glynn Capital Management LLC | 71,263 | $1,529 萬 | 4.83% | −35,603−33.3% | 減碼 |
| Creative Planning | 70,605 | $1,515 萬 | 0.01% | +11,544+19.5% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 67,928 | $1,458 萬 | 0.13% | +800+1.2% | 加碼 |
| Man Group plc | 67,529 | $1,449 萬 | 0.03% | +10,860+19.2% | 加碼 |
| Forsta Ap-Fonden | 67,000 | $1,438 萬 | 0.09% | +3,800+6.0% | 加碼 |
| Quantinno Capital Management LP | 66,439 | $1,426 萬 | 0.04% | +9,187+16.0% | 加碼 |
| Stony Point Capital LLC | 66,353 | $1,424 萬 | 1.00% | +66,353 | 新進 |
| Allianz Asset Management GmbH | 65,182 | $1,399 萬 | 0.02% | +49,749+322.4% | 加碼 |
| Silvant Capital Management LLC | 64,977 | $1,394 萬 | 0.48% | −1,689−2.5% | 減碼 |
| Toroso Investments, LLC | 64,759 | $1,390 萬 | 0.06% | +40,075+162.4% | 加碼 |
| MML Investors Services, LLC | 64,073 | $1,375 萬 | 0.04% | +5,082+8.6% | 加碼 |
| Manchester Global Management (UK) Ltd | 64,000 | $1,373 萬 | 1.81% | 00.0% | 不變 |
| Generate Investment Management Ltd | 63,777 | $1,369 萬 | 0.69% | +38,484+152.2% | 加碼 |
| AIA Group Ltd | 63,753 | $1,368 萬 | 0.24% | +7,997+14.3% | 加碼 |
| Xponance, Inc. | 63,718 | $1,367 萬 | 0.11% | +2,722+4.5% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 63,059 | $1,353 萬 | 0.05% | −1,884−2.9% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 63,000 | $1,352 萬 | 0.10% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 62,553 | $1,342 萬 | 0.10% | +52,316+511.0% | 加碼 |
| Candriam Luxembourg S.C.A. | 62,411 | $1,339 萬 | 0.07% | +5,709+10.1% | 加碼 |
| Davis-Rea Ltd. | 61,273 | $1,315 萬 | 3.19% | +9,947+19.4% | 加碼 |
| Davy Global Fund Management Ltd | 60,985 | $1,309 萬 | 0.89% | +16,013+35.6% | 加碼 |
| IFM Investors Pty Ltd | 59,504 | $1,287 萬 | 0.11% | +788+1.3% | 加碼 |
| Varma Mutual Pension Insurance Co | 59,900 | $1,285 萬 | 0.08% | +4,800+8.7% | 加碼 |
| Oak Ridge Investments LLC | 59,790 | $1,283 萬 | 0.83% | +1,072+1.8% | 加碼 |