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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 59,618 | $1,279 萬 | 0.15% | +46,811+365.5% | 加碼 |
| M&G Plc | 59,212 | $1,273 萬 | 0.07% | +59,212 | 新進 |
| Grandeur Peak Global Advisors, LLC | 58,832 | $1,262 萬 | 1.69% | −42,682−42.0% | 減碼 |
| Susquehanna International Group, LLP | 58,799 | $1,262 萬 | 0.02% | −19,711−25.1% | 減碼 |
| Comerica Bank | 57,973 | $1,244 萬 | 0.05% | +8,278+16.7% | 加碼 |
| Commonwealth Equity Services, LLC | 57,380 | $1,231 萬 | 0.02% | −3,513−5.8% | 減碼 |
| DekaBank Deutsche Girozentrale | 55,984 | $1,210 萬 | 0.02% | 00.0% | 不變 |
| Archon Partners LLC | 55,000 | $1,180 萬 | 1.25% | 00.0% | 不變 |
| AMJ Financial Wealth Management | 54,669 | $1,173 萬 | 2.84% | +2,883+5.6% | 加碼 |
| Canada Pension Plan Investment Board | 54,445 | $1,168 萬 | 0.01% | −151,975−73.6% | 減碼 |
| USS Investment Management Ltd | 53,738 | $1,153 萬 | 0.06% | −62−0.1% | 減碼 |
| Private Advisory Group LLC | 53,480 | $1,148 萬 | 1.00% | −17,205−24.3% | 減碼 |
| Lyell Wealth Management, LP | 52,116 | $1,118 萬 | 0.83% | +293+0.6% | 加碼 |
| QRG Capital Management, Inc. | 51,908 | $1,114 萬 | 0.13% | −9,281−15.2% | 減碼 |
| Union Bancaire Privee, UBP SA | 53,178 | $1,111 萬 | 0.23% | +2,614+5.2% | 加碼 |
| Utah Retirement Systems | 50,995 | $1,094 萬 | 0.11% | +602+1.2% | 加碼 |
| Assetmark, Inc | 50,992 | $1,094 萬 | 0.02% | +2,746+5.7% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 62,186 | $1,094 萬 | 0.03% | +13,124+26.7% | 加碼 |
| Slow Capital, Inc. | 50,855 | $1,091 萬 | 1.28% | −3,111−5.8% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 49,715 | $1,067 萬 | 0.09% | +2,818+6.0% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 48,000 | $1,030 萬 | 1.09% | 00.0% | 不變 |
| Ieq Capital, LLC | 47,482 | $1,019 萬 | 0.03% | +13,710+40.6% | 加碼 |
| JustInvest LLC | 47,447 | $1,018 萬 | 0.10% | +1,070+2.3% | 加碼 |
| Exchange Traded Concepts, LLC | 47,057 | $1,010 萬 | 0.10% | +3,816+8.8% | 加碼 |
| Agf Management Ltd | 46,986 | $1,008 萬 | 0.04% | −52,933−53.0% | 減碼 |
| Independent Financial Group, LLC | 46,571 | $999.4 萬 | 0.24% | +7,827+20.2% | 加碼 |
| Premier Fund Managers Ltd | 45,200 | $988.3 萬 | 0.41% | +1,600+3.7% | 加碼 |
| British Columbia Investment Management Corp | 44,639 | $957.9 萬 | 0.05% | −3,940−8.1% | 減碼 |
| LGT Group Foundation | 44,025 | $955.6 萬 | 0.11% | −14,629−24.9% | 減碼 |
| Pathstone Holdings, LLC | 44,268 | $949.9 萬 | 0.04% | +9,813+28.5% | 加碼 |
| La Banque Postale Asset Management SA | 44,246 | $949.5 萬 | 0.12% | 00.0% | 不變 |
| Nordea Investment Management AB | 44,174 | $941.8 萬 | 0.01% | +2,174+5.2% | 加碼 |
| Swedbank AB | 43,878 | $941.6 萬 | 0.01% | +9,527+27.7% | 加碼 |
| Employees Retirement System of Texas | 42,962 | $921.9 萬 | 0.07% | −17,041−28.4% | 減碼 |
| Main Management ETF Advisors, LLC | 41,849 | $898.0 萬 | 0.33% | +16,927+67.9% | 加碼 |
| Hantz Financial Services, Inc. | 41,697 | $894.8 萬 | 0.14% | −7,857−15.9% | 減碼 |
| Empowered Funds, LLC | 40,694 | $873.3 萬 | 0.09% | +607+1.5% | 加碼 |
| Teacher Retirement System of Texas | 40,666 | $872.7 萬 | 0.04% | −6,221−13.3% | 減碼 |
| Bearing Point Capital, LLC | 40,070 | $859.9 萬 | 1.48% | −70.0% | 減碼 |
| Ambassador Advisors, LLC | 39,908 | $856.4 萬 | 1.27% | −2,633−6.2% | 減碼 |
| Andra AP-fonden | 39,797 | $854.0 萬 | 0.11% | 00.0% | 不變 |
| Jackson Square Capital, LLC | 39,739 | $852.8 萬 | 1.86% | −1,572−3.8% | 減碼 |
| Nissay Asset Management Corp | 39,217 | $841.6 萬 | 0.05% | +1,030+2.7% | 加碼 |
| Strategic Planning Group, LLC | 38,557 | $827.4 萬 | 1.12% | +922+2.4% | 加碼 |
| Natixis Advisors, L.P. | 38,446 | $825.0 萬 | 0.01% | +3,273+9.3% | 加碼 |
| Ethic Inc. | 38,373 | $823.4 萬 | 0.14% | +3,842+11.1% | 加碼 |
| Virtu Financial LLC | 38,362 | $823.2 萬 | 0.46% | +38,362 | 新進 |
| Jacobs Levy Equity Management, Inc | 37,790 | $810.9 萬 | 0.03% | +33,343+749.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 37,253 | $809.8 萬 | 0.01% | +1,208+3.4% | 加碼 |
| Acadian Asset Management LLC | 37,683 | $808.2 萬 | 0.01% | −89,994−70.5% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 36,669 | $786.9 萬 | 0.01% | −15,003−29.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 36,201 | $776.8 萬 | 0.05% | +5,067+16.3% | 加碼 |
| US Bancorp | 35,655 | $765.1 萬 | 0.01% | +1,894+5.6% | 加碼 |
| Millennium Management LLC | 35,267 | $756.8 萬 | 0.01% | +7,229+25.8% | 加碼 |
| Wealthfront Advisers LLC | 35,264 | $756.7 萬 | 0.02% | +4,261+13.7% | 加碼 |
| Brevan Howard Capital Management LP | 35,238 | $756.2 萬 | 0.11% | +35,238 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 34,015 | $730.4 萬 | 0.05% | +1,714+5.3% | 加碼 |
| OP Asset Management Ltd | 33,836 | $726.1 萬 | 0.10% | +28+0.1% | 加碼 |
| Cerity Partners LLC | 33,536 | $719.7 萬 | 0.01% | +6,005+21.8% | 加碼 |
| Fifth Third Wealth Advisors LLC | 33,134 | $711.0 萬 | 0.26% | +39+0.1% | 加碼 |
| Banque Cantonale Vaudoise | 33,110 | $710.4 萬 | 0.27% | −5,207−13.6% | 減碼 |
| Daiwa Securities Group Inc. | 32,752 | $702.8 萬 | 0.02% | +7,700+30.7% | 加碼 |
| Soltis Investment Advisors LLC | 31,990 | $686.5 萬 | 0.47% | +54+0.2% | 加碼 |
| Rockefeller Capital Management L.P. | 31,800 | $682.4 萬 | 0.01% | −49,274−60.8% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 31,724 | $680.8 萬 | 1.14% | −1,571−4.7% | 減碼 |
| Robeco Schweiz AG | 31,500 | $676.0 萬 | 0.15% | −6,900−18.0% | 減碼 |
| Sanctuary Advisors, LLC | 31,313 | $671.9 萬 | 0.04% | +13,627+77.0% | 加碼 |
| Tredje AP-fonden | 30,920 | $663.5 萬 | 0.05% | +6,187+25.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,732 | $659.5 萬 | 0.05% | −65−0.2% | 減碼 |
| Lido Advisors, LLC | 30,224 | $648.6 萬 | 0.03% | +13,375+79.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 30,204 | $648.1 萬 | 0.02% | +2,215+7.9% | 加碼 |
| 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 |
| Public Employees Retirement Association of Colorado | 29,754 | $638.5 萬 | 0.02% | −837−2.7% | 減碼 |
| Tiaa Trust, National Association | 29,371 | $630.3 萬 | 0.02% | −56,166−65.7% | 減碼 |
| Sepio Capital, LP | 29,276 | $628.2 萬 | 0.37% | +1,495+5.4% | 加碼 |
| Commerce Bank | 28,926 | $620.7 萬 | 0.03% | +79+0.3% | 加碼 |
| Swiss Life Asset Management Ltd | 28,709 | $616.1 萬 | 0.03% | −659−2.2% | 減碼 |
| Perigon Wealth Management, LLC | 28,681 | $615.5 萬 | 0.13% | +1,074+3.9% | 加碼 |
| Lountzis Asset Management, LLC | 28,557 | $612.8 萬 | 2.00% | −10.0% | 減碼 |
| Y.D. More Investments Ltd | 27,594 | $600.8 萬 | 0.34% | −1,882−6.4% | 減碼 |
| Jasper Ridge Partners, L.P. | 27,835 | $597.3 萬 | 0.13% | 00.0% | 不變 |
| KP Management LLC | 27,786 | $596.3 萬 | 2.09% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 26,455 | $567.7 萬 | 0.01% | −6,656−20.1% | 減碼 |
| GWM Advisors LLC | 26,028 | $558.5 萬 | 0.03% | +2,167+9.1% | 加碼 |
| Clear Harbor Asset Management, LLC | 25,880 | $555.4 萬 | 0.39% | +1,090+4.4% | 加碼 |
| Kestra Advisory Services, LLC | 25,829 | $554.3 萬 | 0.03% | −1,429−5.2% | 減碼 |
| Evercore Wealth Management, LLC | 25,580 | $548.9 萬 | 0.08% | −2,750−9.7% | 減碼 |
| ASR Vermogensbeheer N.V. | 25,441 | $545.9 萬 | 0.07% | −89−0.3% | 減碼 |
| Brown Advisory Inc | 24,927 | $534.9 萬 | 0.01% | −10,228−29.1% | 減碼 |
| Amalgamated Bank | 24,885 | $534.0 萬 | 0.04% | +1,737+7.5% | 加碼 |
| Norden Group LLC | 24,494 | $525.6 萬 | 0.53% | −240−1.0% | 減碼 |
| Science & Technology Partners, L.P. | 24,312 | $521.7 萬 | 1.48% | +24,312 | 新進 |
| Simplex Trading, LLC | 24,256 | $520.5 萬 | 0.11% | −13,979−36.6% | 減碼 |
| Robocap Asset Management Ltd | 24,161 | $518.5 萬 | 3.30% | −9,464−28.1% | 減碼 |
| Janney Montgomery Scott LLC | 24,107 | $517.3 萬 | 0.01% | −4,324−15.2% | 減碼 |
| Motley Fool Asset Management LLC | 24,052 | $516.1 萬 | 0.21% | +6,300+35.5% | 加碼 |
| Foundations Investment Advisors, LLC | 23,969 | $514.4 萬 | 0.07% | +2,998+14.3% | 加碼 |
| Janus Henderson Group PLC | 23,972 | $514.2 萬 | 0.00% | +276+1.2% | 加碼 |
| CI Private Wealth, LLC | 23,776 | $510.2 萬 | 0.01% | −924−3.7% | 減碼 |