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 |
|---|---|---|---|---|---|
| Rokos Capital Management LLP | 23,523 | $504.8 萬 | 0.06% | +23,523 | 新進 |
| Federation des caisses Desjardins du Quebec | 23,373 | $501.5 萬 | 0.02% | +2,320+11.0% | 加碼 |
| ICONIQ Capital, LLC | 23,136 | $496.5 萬 | 0.06% | +21,000+983.1% | 加碼 |
| TCG Advisory Services, LLC | 22,634 | $485.7 萬 | 0.18% | +5,457+31.8% | 加碼 |
| Lee Johnson Capital Management, LLC | 22,537 | $483.6 萬 | 1.61% | +22,537 | 新進 |
| Nisa Investment Advisors, LLC | 22,275 | $478.0 萬 | 0.02% | +100+0.5% | 加碼 |
| Warm Springs Advisors Inc. | 22,198 | $476.3 萬 | 3.62% | 00.0% | 不變 |
| Goldstream Capital Management Ltd | 22,178 | $475.9 萬 | 1.68% | −4,092−15.6% | 減碼 |
| Group One Trading, L.P. | 22,127 | $474.8 萬 | 0.14% | −42,456−65.7% | 減碼 |
| Verition Fund Management LLC | 21,590 | $463.3 萬 | 0.03% | −2,179−9.2% | 減碼 |
| Vinva Investment Management Ltd | 21,157 | $462.4 萬 | 0.09% | −248−1.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 21,301 | $457.1 萬 | 0.04% | +1,449+7.3% | 加碼 |
| EFG Asset Management (North America) Corp. | 21,211 | $455.0 萬 | 0.59% | −5,820−21.5% | 減碼 |
| Brinker Capital Investments, LLC | 21,202 | $455.0 萬 | 0.04% | +7,245+51.9% | 加碼 |
| Nia Impact Advisors, LLC | 21,155 | $454.0 萬 | 1.48% | +5,251+33.0% | 加碼 |
| Viking Fund Management LLC | 21,000 | $450.6 萬 | 0.54% | 00.0% | 不變 |
| Spire Wealth Management | 20,815 | $446.7 萬 | 0.15% | +19,695+1,758.5% | 加碼 |
| Mackenzie Financial Corp | 20,714 | $444.5 萬 | 0.01% | +1,369+7.1% | 加碼 |
| Nicholas Investment Partners, LP | 20,472 | $439.3 萬 | 0.34% | 00.0% | 不變 |
| Affinity Wealth Management LLC | 19,921 | $427.5 萬 | 0.63% | +19,921 | 新進 |
| Newbridge Financial Services Group, Inc. | 19,762 | $424.1 萬 | 0.63% | +2,846+16.8% | 加碼 |
| MetLife Investment Management | 19,758 | $424.0 萬 | 0.02% | +570+3.0% | 加碼 |
| Investment Management Corp of Ontario | 19,730 | $423.4 萬 | 0.06% | +8,222+71.4% | 加碼 |
| TrueMark Investments, LLC | 19,548 | $419.5 萬 | 0.73% | −1,632−7.7% | 減碼 |
| Kentucky Retirement Systems | 19,375 | $415.8 萬 | 0.11% | −135−0.7% | 減碼 |
| Summit Trail Advisors, LLC | 19,232 | $412.7 萬 | 0.06% | +4,611+31.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 19,175 | $411.5 萬 | 0.01% | +14,701+328.6% | 加碼 |
| Azzad Asset Management Inc | 19,066 | $409.1 萬 | 0.40% | +768+4.2% | 加碼 |
| Fortis Group Advisors, LLC | 16,097 | $407.1 萬 | 0.70% | −624−3.7% | 減碼 |
| RFG Advisory, LLC | 18,906 | $405.7 萬 | 0.08% | −703−3.6% | 減碼 |
| Voleon Capital Management LP | 18,802 | $403.5 萬 | 0.10% | +18,802 | 新進 |
| Prudential Financial Inc | 18,546 | $398.0 萬 | 0.00% | −2,139−10.3% | 減碼 |
| Nwi Management LP | 18,000 | $386.3 萬 | 0.38% | 00.0% | 不變 |
| Black Swift Group, LLC | 17,750 | $380.9 萬 | 0.67% | +2,500+16.4% | 加碼 |
| EFG Asset Management (Americas) Corp. | 17,552 | $376.6 萬 | 0.65% | −4,241−19.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 17,290 | $371.0 萬 | 0.00% | +829+5.0% | 加碼 |
| Triasima Portfolio Management inc. | 17,227 | $369.7 萬 | 0.56% | +17,227 | 新進 |
| CIBC World Markets Inc. | 17,202 | $369.1 萬 | 0.01% | −3,779−18.0% | 減碼 |
| D.A. Davidson & Co. | 17,133 | $367.7 萬 | 0.02% | −2,890−14.4% | 減碼 |
| Independent Solutions Wealth Management, LLC | 16,972 | $364.2 萬 | 0.65% | +1,913+12.7% | 加碼 |
| Knollwood Investment Advisory, LLC | 16,800 | $360.5 萬 | 0.32% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 16,631 | $359.8 萬 | 0.00% | +3,053+22.5% | 加碼 |
| SWS Partners | 16,706 | $358.5 萬 | 0.88% | −2,571−13.3% | 減碼 |
| SG Americas Securities, LLC | 16,301 | $349.8 萬 | 0.01% | −5,804−26.3% | 減碼 |
| Cannon Advisors, Inc. | 16,084 | $349.3 萬 | 2.35% | −387−2.3% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 16,171 | $347.0 萬 | 0.03% | −1,401−8.0% | 減碼 |
| CWM, LLC | 16,119 | $345.9 萬 | 0.01% | +264+1.7% | 加碼 |
| Highland Capital Management, LLC | 16,044 | $344.3 萬 | 0.17% | −1,006−5.9% | 減碼 |
| Taylor Frigon Capital Management LLC | 16,017 | $343.7 萬 | 1.71% | −1,212−7.0% | 減碼 |
| Gulf International Bank (UK) Ltd | 15,898 | $341.2 萬 | 0.11% | +354+2.3% | 加碼 |
| PDT Partners, LLC | 15,892 | $341.0 萬 | 0.22% | 00.0% | 不變 |
| Creekmur Asset Management LLC | 15,829 | $339.7 萬 | 0.56% | +3,787+31.4% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 15,600 | $334.8 萬 | 0.04% | −4,700−23.2% | 減碼 |
| Sterling Capital Management LLC | 15,599 | $334.7 萬 | 0.05% | −14,435−48.1% | 減碼 |
| Farther Finance Advisors, LLC | 15,558 | $333.9 萬 | 0.05% | +3,482+28.8% | 加碼 |
| Maryland State Retirement & Pension System | 15,221 | $326.6 萬 | 0.07% | +222+1.5% | 加碼 |
| Hancock Whitney Corp | 15,111 | $324.3 萬 | 0.06% | −156−1.0% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 15,037 | $322.7 萬 | 0.03% | +2,295+18.0% | 加碼 |
| Bridgewater Associates, LP | 15,015 | $322.2 萬 | 0.01% | +15,015 | 新進 |
| Prudential PLC | 14,768 | $316.9 萬 | 0.02% | +9,156+163.2% | 加碼 |
| Blue Barn Wealth, LLC | 14,650 | $314.4 萬 | 1.38% | −24−0.2% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 14,424 | $309.5 萬 | 0.52% | +1,913+15.3% | 加碼 |
| Winton Group Ltd | 13,972 | $299.8 萬 | 0.11% | +13,972 | 新進 |
| Colony Group, LLC | 14,969 | $299.7 萬 | 0.00% | −132−0.9% | 減碼 |
| RDA Financial Network | 13,647 | $292.9 萬 | 0.72% | +13,647 | 新進 |
| Grandview Asset Management LLC | 13,606 | $292.0 萬 | 0.82% | +250+1.9% | 加碼 |
| Coastal Investment Advisors, Inc. | 13,511 | $289.9 萬 | 0.97% | +5,895+77.4% | 加碼 |
| Castle Rock Wealth Management, LLC | 12,990 | $286.9 萬 | 0.63% | +47+0.4% | 加碼 |
| NTV Asset Management LLC | 13,342 | $286.3 萬 | 0.31% | −58−0.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 13,304 | $285.5 萬 | 0.00% | +342+2.6% | 加碼 |
| Alps Advisors Inc | 13,195 | $283.2 萬 | 0.02% | −754−5.4% | 減碼 |
| Park Avenue Securities LLC | 13,120 | $281.5 萬 | 0.02% | −304−2.3% | 減碼 |
| CIBC Asset Management Inc | 13,055 | $280.1 萬 | 0.01% | +94+0.7% | 加碼 |
| Oppenheimer & Co Inc | 12,828 | $275.3 萬 | 0.03% | +2,445+23.5% | 加碼 |
| Vident Advisory, LLC | 12,726 | $273.1 萬 | 0.03% | −5,057−28.4% | 減碼 |
| Independent Advisor Alliance | 12,519 | $268.6 萬 | 0.07% | −14,025−52.8% | 減碼 |
| FORA Capital, LLC | 12,382 | $265.7 萬 | 0.47% | −18,643−60.1% | 減碼 |
| Rafferty Asset Management, LLC | 12,313 | $264.2 萬 | 0.01% | −3,853−23.8% | 減碼 |
| Profund Advisors LLC | 12,117 | $260.0 萬 | 0.08% | −105−0.9% | 減碼 |
| Insight Holdings Group, LLC | 12,000 | $257.5 萬 | 0.16% | +12,000 | 新進 |
| Amitell Capital Pte Ltd | 11,894 | $255.2 萬 | 1.89% | +11,894 | 新進 |
| Allstate Corp | 11,644 | $249.9 萬 | 0.06% | +11,644 | 新進 |
| West Michigan Advisors, LLC | 11,599 | $248.9 萬 | 0.60% | +9,161+375.8% | 加碼 |
| 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 |
| Malaga Cove Capital, LLC | 11,484 | $246.4 萬 | 0.89% | −170−1.5% | 減碼 |
| Geneos Wealth Management Inc. | 11,474 | $246.2 萬 | 0.06% | −662−5.5% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 11,357 | $243.7 萬 | 0.06% | 00.0% | 不變 |
| Groupama Asset Managment | – | $241.3 萬 | 0.04% | – | – |
| CIBC Bancorp USA Inc. | 11,135 | $238.9 萬 | 0.01% | +11,135 | 新進 |
| Illinois Municipal Retirement Fund | 11,118 | $238.6 萬 | 0.03% | +4,294+62.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 10,946 | $234.9 萬 | 0.00% | +985+9.9% | 加碼 |
| Keybank National Association | 10,929 | $234.5 萬 | 0.01% | −1,095−9.1% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 11,975 | $234.5 萬 | 0.12% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 10,875 | $233.4 萬 | 0.08% | −10−0.1% | 減碼 |
| Keystone Wealth Services, LLC | 10,829 | $232.4 萬 | 0.51% | +700+6.9% | 加碼 |
| MAI Capital Management | 10,770 | $231.1 萬 | 0.01% | +2,818+35.4% | 加碼 |
| Index Fund Advisors, Inc. | 10,733 | $230.3 萬 | 0.11% | +40.0% | 加碼 |
| Omers Administration Corp | 10,715 | $229.9 萬 | 0.02% | 00.0% | 不變 |
| Intech Investment Management LLC | 10,667 | $228.9 萬 | 0.02% | −6,258−37.0% | 減碼 |