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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 3,127 | $67.1 萬 | 0.10% | +3,127 | 新進 |
| Portside Wealth Group, LLC | 3,112 | $66.8 萬 | 0.09% | +933+42.8% | 加碼 |
| LRT Capital Management, LLC | 3,112 | $66.8 萬 | 0.44% | −3,204−50.7% | 減碼 |
| Camden Capital, LLC | 3,099 | $66.5 萬 | 0.05% | −372−10.7% | 減碼 |
| Kingsview Wealth Management, LLC | 3,097 | $66.5 萬 | 0.01% | −816−20.9% | 減碼 |
| Jefferies Financial Group Inc. | 3,082 | $66.1 萬 | 0.01% | −44,774−93.6% | 減碼 |
| OV Management LLC | 3,062 | $65.7 萬 | 0.56% | +30+1.0% | 加碼 |
| Dynasty Wealth Management, LLC | 3,038 | $65.2 萬 | 0.01% | +3,038 | 新進 |
| Walleye Capital LLC | 3,037 | $65.2 萬 | 0.01% | −3,702−54.9% | 減碼 |
| Sovran Advisors, LLC | 2,895 | $64.4 萬 | 0.06% | +289+11.1% | 加碼 |
| Cigna Investments Inc | 3,001 | $64.4 萬 | 0.09% | −48−1.6% | 減碼 |
| Farmers Trust Co | 3,000 | $64.4 萬 | 0.11% | 00.0% | 不變 |
| Evoke Wealth, LLC | 2,963 | $63.6 萬 | 0.01% | +456+18.2% | 加碼 |
| Shell Asset Management Co | 2,925 | $62.8 萬 | 0.06% | −1,376−32.0% | 減碼 |
| Caxton Associates LLP | 2,923 | $62.7 萬 | 0.02% | +2,923 | 新進 |
| Crossmark Global Holdings, Inc. | 2,916 | $62.6 萬 | 0.01% | −746−20.4% | 減碼 |
| Archer Investment Corp | 2,900 | $62.2 萬 | 0.14% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 3,359 | $62.1 萬 | 0.05% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 2,883 | $61.9 萬 | 0.01% | +81+2.9% | 加碼 |
| Frank, Rimerman Advisors LLC | 2,821 | $60.5 萬 | 0.04% | +51+1.8% | 加碼 |
| LVW Advisors, LLC | 2,807 | $60.2 萬 | 0.06% | +832+42.1% | 加碼 |
| Qtron Investments LLC | 2,793 | $59.9 萬 | 0.07% | 00.0% | 不變 |
| Ring Mountain Capital, LLC | 2,793 | $59.9 萬 | 0.33% | −633−18.5% | 減碼 |
| Axq Capital, LP | 2,763 | $59.3 萬 | 0.23% | +1,038+60.2% | 加碼 |
| Harbour Investments, Inc. | 2,742 | $58.8 萬 | 0.01% | +263+10.6% | 加碼 |
| Truvestments Capital LLC | 2,727 | $58.5 萬 | 0.11% | +206+8.2% | 加碼 |
| Clarendon Private LLC | 2,693 | $57.8 萬 | 0.52% | −10−0.4% | 減碼 |
| Moloney Securities Asset Management, LLC | 2,675 | $57.4 萬 | 0.07% | +2,675 | 新進 |
| Fiduciary Planning LLC | 2,666 | $57.2 萬 | 0.17% | +812+43.8% | 加碼 |
| Buckingham Strategic Partners | 2,414 | $56.6 萬 | 0.01% | +906+60.1% | 加碼 |
| Huntleigh Advisors, Inc. | 2,619 | $56.2 萬 | 0.10% | +7+0.3% | 加碼 |
| Chesapeake Capital Corp | 2,587 | $55.5 萬 | 0.50% | +2,587 | 新進 |
| Hel Ved Capital Management Ltd | 2,570 | $55.1 萬 | 0.30% | +2,570 | 新進 |
| Moors & Cabot, Inc. | 2,556 | $54.8 萬 | 0.02% | +530+26.2% | 加碼 |
| Gill Capital Partners, LLC | 2,544 | $54.6 萬 | 0.17% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 2,423 | $54.3 萬 | 0.01% | +76+3.2% | 加碼 |
| Premier Path Wealth Partners, LLC | 2,524 | $54.2 萬 | 0.07% | +62+2.5% | 加碼 |
| Driehaus Capital Management LLC | 2,521 | $54.1 萬 | 0.00% | −2,369−48.4% | 減碼 |
| Bokf, NA | 2,506 | $53.8 萬 | 0.01% | +6+0.2% | 加碼 |
| Ostrum Asset Management | 2,494 | $53.5 萬 | 0.02% | −77−3.0% | 減碼 |
| Snowden Capital Advisors LLC | 2,487 | $53.4 萬 | 0.01% | +126+5.3% | 加碼 |
| FIL Ltd | 2,473 | $53.1 萬 | 0.00% | +1,178+91.0% | 加碼 |
| Wetherby Asset Management Inc | 2,452 | $52.6 萬 | 0.02% | +211+9.4% | 加碼 |
| Umb Bank N A | 2,430 | $52.1 萬 | 0.01% | −34−1.4% | 減碼 |
| Avestar Capital, LLC | 2,407 | $51.7 萬 | 0.04% | +374+18.4% | 加碼 |
| Avant Financial Advisors LLC | 2,400 | $51.5 萬 | 0.39% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 2,355 | $50.5 萬 | 0.03% | +71+3.1% | 加碼 |
| IFP Advisors, Inc | 2,353 | $50.5 萬 | 0.01% | +304+14.8% | 加碼 |
| Cardiff Park Advisors, LLC | 2,326 | $49.9 萬 | 0.04% | −180−7.2% | 減碼 |
| Personal Cfo Solutions, LLC | 2,311 | $49.6 萬 | 0.09% | −317−12.1% | 減碼 |
| West Family Investments, Inc. | 2,304 | $49.4 萬 | 0.11% | 00.0% | 不變 |
| Souders Financial Advisors | 2,282 | $49.0 萬 | 0.06% | +128+5.9% | 加碼 |
| Insigneo Advisory Services, LLC | 2,274 | $48.8 萬 | 0.03% | +627+38.1% | 加碼 |
| GTS Securities LLC | 2,263 | $48.6 萬 | 0.02% | +2,263 | 新進 |
| Boothbay Fund Management, LLC | 2,234 | $47.9 萬 | 0.01% | +442+24.7% | 加碼 |
| XTX Topco Ltd | 2,233 | $47.9 萬 | 0.02% | +2,233 | 新進 |
| Smartleaf Asset Management LLC | 2,180 | $47.7 萬 | 0.03% | +908+71.4% | 加碼 |
| Pinnacle Associates Ltd | 2,219 | $47.6 萬 | 0.01% | −99−4.3% | 減碼 |
| Kovack Advisors, Inc. | 2,205 | $47.3 萬 | 0.04% | −35−1.6% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,196 | $47.1 萬 | 0.02% | −100−4.4% | 減碼 |
| Liberty One Investment Management, LLC | 2,198 | $47.0 萬 | 0.03% | +853+63.4% | 加碼 |
| Sivia Capital Partners, LLC | 2,170 | $46.6 萬 | 0.13% | +6+0.3% | 加碼 |
| Savant Capital, LLC | 2,165 | $46.5 萬 | 0.00% | +102+4.9% | 加碼 |
| Ascent Group, LLC | 2,149 | $46.1 萬 | 0.02% | −115−5.1% | 減碼 |
| Gsa Capital Partners LLP | 2,148 | $46.1 萬 | 0.04% | +2,148 | 新進 |
| Teamwork Financial Advisors, LLC | 2,144 | $46.0 萬 | 0.05% | +185+9.4% | 加碼 |
| Howard Capital Management Inc. | 2,142 | $46.0 萬 | 0.01% | +66+3.2% | 加碼 |
| Full Sail Capital, LLC | 2,126 | $45.6 萬 | 0.03% | +20+0.9% | 加碼 |
| Silvercrest Asset Management Group LLC | 2,115 | $45.4 萬 | 0.00% | 00.0% | 不變 |
| Rockbridge Investment Management, LCC | 2,110 | $45.3 萬 | 0.04% | +256+13.8% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 2,099 | $45.0 萬 | 0.25% | +2,099 | 新進 |
| Bridges Investment Management Inc | 2,095 | $45.0 萬 | 0.01% | −5−0.2% | 減碼 |
| Centaurus Financial, Inc. | 2,083 | $44.7 萬 | 0.02% | +787+60.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 2,069 | $44.4 萬 | 0.00% | −129−5.9% | 減碼 |
| Lodestone Wealth Management LLC | 2,060 | $44.2 萬 | 0.20% | +45+2.2% | 加碼 |
| Sterling Investment Advisors, Ltd. | 2,018 | $43.3 萬 | 0.08% | 00.0% | 不變 |
| Pacific Wealth Strategies Group, Inc. | 2,000 | $42.9 萬 | 0.26% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 1,991 | $42.7 萬 | 0.02% | +95+5.0% | 加碼 |
| Allworth Financial LP | 1,978 | $42.4 萬 | 0.00% | −1,016−33.9% | 減碼 |
| TownSquare Capital, LLC | 1,970 | $42.3 萬 | 0.06% | −595−23.2% | 減碼 |
| Quent Capital, LLC | 1,965 | $42.2 萬 | 0.04% | +19+1.0% | 加碼 |
| National Asset Management, Inc. | 1,932 | $41.5 萬 | 0.02% | −1,034−34.9% | 減碼 |
| Alamea Verwaltungs GmbH | 1,929 | $41.4 萬 | 0.28% | 00.0% | 不變 |
| Savvy Advisors, Inc. | 1,920 | $41.2 萬 | 0.02% | +1,920 | 新進 |
| Axxcess Wealth Management, LLC | 1,897 | $40.7 萬 | 0.01% | −3,306−63.5% | 減碼 |
| Capital Asset Advisory Services LLC | 1,897 | $40.7 萬 | 0.02% | −271−12.5% | 減碼 |
| Versor Investments LP | 1,896 | $40.7 萬 | 0.07% | +1,896 | 新進 |
| Ritholtz Wealth Management | 1,895 | $40.7 萬 | 0.01% | +710+59.9% | 加碼 |
| FineMark National Bank & Trust | 1,891 | $40.6 萬 | 0.01% | 00.0% | 不變 |
| Brookwood Investment Group LLC | 1,887 | $40.5 萬 | 0.05% | +1,887 | 新進 |
| Jamison Private Wealth Management, Inc. | 1,851 | $39.7 萬 | 0.05% | +1,851 | 新進 |
| Volterra Technologies LP | 1,841 | $39.5 萬 | 0.26% | +1,841 | 新進 |
| KPP Advisory Services LLC | 1,836 | $39.4 萬 | 0.06% | 00.0% | 不變 |
| Accel Wealth Management | 1,826 | $39.2 萬 | 0.11% | +1+0.1% | 加碼 |
| Balboa Wealth Partners | 1,812 | $38.9 萬 | 0.07% | +312+20.8% | 加碼 |
| Skopos Labs, Inc. | 1,977 | $38.4 萬 | 0.05% | +5+0.3% | 加碼 |
| Panagora Asset Management Inc | 1,786 | $38.3 萬 | 0.00% | −220−11.0% | 減碼 |
| SummitTX Capital, L.P. | 1,774 | $38.1 萬 | 0.02% | +1,774 | 新進 |
| Bryn Mawr Trust Co | 1,771 | $38.0 萬 | 0.01% | −2,912−62.2% | 減碼 |
| PFG Advisors | 1,759 | $37.7 萬 | 0.02% | +1,759 | 新進 |