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 |
|---|---|---|---|---|---|
| Proactive Wealth Strategies LLC | 10,615 | $227.8 萬 | 0.98% | 00.0% | 不變 |
| M&T Bank Corp | 10,532 | $226.0 萬 | 0.01% | −2,864−21.4% | 減碼 |
| Integrated Wealth Concepts LLC | 10,430 | $223.8 萬 | 0.02% | +309+3.1% | 加碼 |
| Kassira Wealth Management LLC | 10,379 | $222.7 萬 | 2.15% | +10,379 | 新進 |
| Atria Investments LLC | 10,371 | $222.6 萬 | 0.03% | +2,089+25.2% | 加碼 |
| SBI Securities Co., Ltd. | 10,327 | $221.6 萬 | 0.06% | −41−0.4% | 減碼 |
| Kirtland Hills Capital Management, LLC | 10,317 | $221.4 萬 | 0.88% | +1,149+12.5% | 加碼 |
| Signaturefd, LLC | 10,197 | $218.8 萬 | 0.03% | −24−0.2% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 10,086 | $216.4 萬 | 0.08% | −56−0.6% | 減碼 |
| Steel Peak Wealth Management LLC | 10,082 | $216.3 萬 | 0.07% | −102−1.0% | 減碼 |
| Ocean Capital Management, LLC | 10,064 | $216.0 萬 | 0.43% | −1,604−13.7% | 減碼 |
| Titleist Asset Management, LLC | 9,934 | $213.2 萬 | 0.19% | −258−2.5% | 減碼 |
| Brandywine Managers, LLC | 9,906 | $212.6 萬 | 2.04% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 9,870 | $211.8 萬 | 0.01% | −1,236−11.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 9,781 | $209.9 萬 | 0.02% | −908−8.5% | 減碼 |
| Numerai GP LLC | 9,490 | $203.6 萬 | 0.29% | −8,530−47.3% | 減碼 |
| Jupiter Asset Management Ltd | 9,484 | $203.5 萬 | 0.02% | −900−8.7% | 減碼 |
| MBM Wealth Consultants, LLC | 9,455 | $202.9 萬 | 0.50% | −4,025−29.9% | 減碼 |
| Everence Capital Management Inc | 9,380 | $201.3 萬 | 0.12% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 9,288 | $199.3 萬 | 0.08% | +722+8.4% | 加碼 |
| Calamos Wealth Management LLC | 9,248 | $198.5 萬 | 0.07% | +78+0.9% | 加碼 |
| Mutual Advisors, LLC | 9,072 | $197.0 萬 | 0.04% | +7,253+398.7% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 8,880 | $190.6 萬 | 0.07% | +1,109+14.3% | 加碼 |
| Atlas Brown,Inc. | 8,827 | $189.4 萬 | 0.56% | −20−0.2% | 減碼 |
| Change Path, LLC | 8,781 | $188.4 萬 | 0.05% | +1,180+15.5% | 加碼 |
| Oribel Capital Management, LP | 8,700 | $186.7 萬 | 0.22% | +400+4.8% | 加碼 |
| Mission Wealth Management, LP | 8,679 | $186.2 萬 | 0.04% | −664−7.1% | 減碼 |
| Qsemble Capital Management, LP | 8,659 | $185.8 萬 | 0.18% | +8,659 | 新進 |
| CSM Advisors, LLC | 8,635 | $185.4 萬 | 0.05% | +8,635 | 新進 |
| NewEdge Wealth, LLC | 8,053 | $184.0 萬 | 0.03% | +5,049+168.1% | 加碼 |
| Harvest Fund Management Co., Ltd | 8,531 | $183.0 萬 | 0.08% | +1,564+22.4% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 8,500 | $182.4 萬 | 0.97% | −8,000−48.5% | 減碼 |
| Equitable Holdings, Inc. | 8,438 | $181.1 萬 | 0.01% | −40.0% | 減碼 |
| United Capital Financial Advisers, LLC | 8,330 | $178.8 萬 | 0.01% | +3,757+82.2% | 加碼 |
| Western Wealth Management, LLC | 8,272 | $177.5 萬 | 0.09% | −731−8.1% | 減碼 |
| SlateStone Wealth, LLC | 8,191 | $175.8 萬 | 0.15% | +1,520+22.8% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 8,121 | $174.3 萬 | 0.12% | −159−1.9% | 減碼 |
| Assenagon Asset Management S.A. | 8,011 | $171.9 萬 | 0.00% | +1,020+14.6% | 加碼 |
| Clarus Wealth Advisors | 7,904 | $171.3 萬 | 0.76% | +143+1.8% | 加碼 |
| Green Alpha Advisors, LLC | 7,956 | $170.7 萬 | 1.65% | −481−5.7% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 7,933 | $170.2 萬 | 0.17% | −73−0.9% | 減碼 |
| Clearbridge Investments, LLC | 7,832 | $168.1 萬 | 0.00% | +202+2.6% | 加碼 |
| Belpointe Asset Management LLC | 7,768 | $166.7 萬 | 0.06% | −1,350−14.8% | 減碼 |
| Fortis Capital Advisors, LLC | 7,768 | $166.7 萬 | 0.26% | −1,350−14.8% | 減碼 |
| Mutual of America Capital Management LLC | 7,746 | $166.2 萬 | 0.02% | +2,292+42.0% | 加碼 |
| Altrafin AG | 7,700 | $165.2 萬 | 0.52% | 00.0% | 不變 |
| Caisse des Depots Et Consignations | 7,624 | $163.6 萬 | 0.07% | +7,624 | 新進 |
| Massar Capital Management, LP | 7,514 | $161.2 萬 | 0.58% | +7,514 | 新進 |
| Mediolanum International Funds Ltd | 7,363 | $160.9 萬 | 0.02% | −950−11.4% | 減碼 |
| STRS Ohio | 7,379 | $158.3 萬 | 0.01% | −4,400−37.4% | 減碼 |
| Ballentine Partners, LLC | 7,305 | $156.8 萬 | 0.02% | +33+0.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 7,292 | $156.5 萬 | 0.02% | +621+9.3% | 加碼 |
| Capula Management Ltd | 7,272 | $156.0 萬 | 0.01% | +7,272 | 新進 |
| Williamson Legacy Group, LLC | 7,140 | $153.2 萬 | 1.18% | +7,140 | 新進 |
| Guggenheim Capital LLC | 7,134 | $153.1 萬 | 0.01% | +1,663+30.4% | 加碼 |
| LJI Wealth Management, LLC | 7,100 | $152.4 萬 | 0.27% | 00.0% | 不變 |
| Sowell Financial Services LLC | 7,078 | $151.9 萬 | 0.06% | +3,483+96.9% | 加碼 |
| Castle Hook Partners LP | 7,052 | $151.3 萬 | 0.02% | +1,687+31.4% | 加碼 |
| Ofi Invest Asset Management | 8,285 | $151.3 萬 | 0.03% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 7,045 | $151.2 萬 | 0.16% | −53−0.7% | 減碼 |
| Artemis Wealth Advisors, LLC | 7,000 | $150.2 萬 | 0.26% | +7,000 | 新進 |
| Western Financial Corp | 6,793 | $145.8 萬 | 0.63% | −1,584−18.9% | 減碼 |
| Meridian Wealth Management, LLC | 6,786 | $145.6 萬 | 0.06% | −45−0.7% | 減碼 |
| Financial Advisory Service, Inc. | 6,701 | $143.8 萬 | 0.10% | −454−6.3% | 減碼 |
| Peapack Gladstone Financial Corp | 6,682 | $143.4 萬 | 0.02% | −1,498−18.3% | 減碼 |
| Diversify Wealth Management, LLC | 5,775 | $143.3 萬 | 0.08% | +108+1.9% | 加碼 |
| Thoma Capital Management LLC | 6,641 | $142.5 萬 | 0.82% | −225−3.3% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 6,623 | $142.1 萬 | 0.01% | −1,796−21.3% | 減碼 |
| Meeder Advisory Services, Inc. | 6,522 | $140.0 萬 | 0.07% | +1,352+26.2% | 加碼 |
| Krane Funds Advisors LLC | 6,728 | $138.9 萬 | 0.04% | +3,393+101.7% | 加碼 |
| Advisory Resource Group | 6,465 | $138.7 萬 | 0.25% | −467−6.7% | 減碼 |
| Everhart Financial Group, Inc. | 6,460 | $138.6 萬 | 0.14% | +825+14.6% | 加碼 |
| Vise Technologies, Inc. | 6,431 | $138.0 萬 | 0.05% | +446+7.5% | 加碼 |
| Sequoia Financial Advisors, LLC | 6,401 | $137.4 萬 | 0.01% | +942+17.3% | 加碼 |
| RSM US Wealth Management LLC | 6,337 | $136.0 萬 | 0.02% | +168+2.7% | 加碼 |
| Lazard Asset Management LLC | 6,319 | $135.6 萬 | 0.00% | +1,794+39.6% | 加碼 |
| Miller Financial Services LLC | 6,279 | $134.7 萬 | 1.56% | −208−3.2% | 減碼 |
| Retireful, LLC | 6,277 | $134.7 萬 | 1.30% | −609−8.8% | 減碼 |
| Afg Fiduciary Services Limited Partnership | 6,183 | $134.2 萬 | 0.78% | −758−10.9% | 減碼 |
| Seven Springs Wealth Group, LLC | 6,236 | $133.8 萬 | 0.32% | 00.0% | 不變 |
| Bridgewater Advisors Inc. | 5,881 | $132.5 萬 | 0.09% | +64+1.1% | 加碼 |
| Vestcor Inc | 6,087 | $130.6 萬 | 0.04% | 00.0% | 不變 |
| Northwest & Ethical Investments L.P. | 5,969 | $130.5 萬 | 0.03% | −2,900−32.7% | 減碼 |
| Stance Capital LLC | 6,071 | $130.3 萬 | 0.48% | −1,492−19.7% | 減碼 |
| Polar Asset Management Partners Inc. | 6,057 | $130.0 萬 | 0.03% | +6,057 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 6,048 | $129.8 萬 | 0.00% | +6,048 | 新進 |
| Private Advisor Group, LLC | 6,016 | $129.1 萬 | 0.01% | +136+2.3% | 加碼 |
| Sphera Management Technology Funds Ltd | 6,000 | $128.8 萬 | 0.65% | −1,000−14.3% | 減碼 |
| Triglav Skladi, D.O.O. | 6,000 | $128.8 萬 | 0.08% | 00.0% | 不變 |
| Advisory Services Network, LLC | 5,972 | $128.2 萬 | 0.02% | +1,282+27.3% | 加碼 |
| Shelton Wealth Management, LLC | 5,960 | $127.9 萬 | 0.60% | −1,053−15.0% | 減碼 |
| Calamos Advisors LLC | 5,950 | $127.7 萬 | 0.01% | −1,900−24.2% | 減碼 |
| Wealth Management Partners, LLC | 5,926 | $127.2 萬 | 0.40% | +499+9.2% | 加碼 |
| Wealthedge Investment Advisors, LLC | 5,910 | $126.8 萬 | 0.48% | +108+1.9% | 加碼 |
| Fox Run Management, L.L.C. | 5,879 | $126.2 萬 | 0.20% | +5,879 | 新進 |
| Putney Financial Group LLC | 5,859 | $125.7 萬 | 1.25% | −35−0.6% | 減碼 |
| Principal Securities, Inc. | 5,848 | $125.5 萬 | 0.02% | +590+11.2% | 加碼 |
| Burling Wealth Partners, LLC | 5,823 | $125.0 萬 | 0.21% | −284−4.7% | 減碼 |
| Baader Bank INC | 5,942 | $124.7 萬 | 0.10% | +5,942 | 新進 |
| BNP Paribas | 5,748 | $123.3 萬 | 0.04% | −1,671−22.5% | 減碼 |