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 1,272 家機構在 13F 申報持有，市值合計 $785.1 億；方舟投資、橡樹資本等 3 位大師持有。
2025 年第 4 季 13F 持有人
Cloudflare, Inc. 在 2025/12/31 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
- 1,107
- 較 2025 年第 3 季 +70 家
- 持有股數
- 3.42 億
- 較 2025 年第 3 季 +3,058 萬 (+9.8%)
- 總市值
- $564.0 億
- 較 2025 年第 3 季 −$64.5 億 (−10.3%)
- 新進機構
- 186
- 另有 434 家加碼
- 清倉機構
- 116
- 另有 344 家減碼
另有 19 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 | 1,272 | $785.1 億 |
| 2026 年第 1 季 | 1,160 | $585.1 億 |
| 2025 年第 4 季 | 1,107 | $564.0 億 |
| 2025 年第 3 季 | 1,056 | $629.9 億 |
| 2025 年第 2 季 | 968 | $561.7 億 |
| 2025 年第 1 季 | 891 | $316.0 億 |
| 2024 年第 4 季 | 795 | $296.8 億 |
| 2024 年第 3 季 | 706 | $219.8 億 |
| 2024 年第 2 季 | 680 | $224.0 億 |
| 2024 年第 1 季 | 730 | $308.8 億 |
| 2023 年第 4 季 | 701 | $244.1 億 |
| 2023 年第 3 季 | 603 | $214.8 億 |
| 2023 年第 2 季 | 587 | $206.0 億 |
| 2023 年第 1 季 | 598 | $198.5 億 |
| 2022 年第 4 季 | 573 | $119.0 億 |
| 2022 年第 3 季 | 588 | $141.4 億 |
| 2022 年第 2 季 | 550 | $103.6 億 |
| 2022 年第 1 季 | 641 | $279.6 億 |
| 2021 年第 4 季 | 681 | $298.0 億 |
| 2021 年第 3 季 | 620 | $245.6 億 |
| 2021 年第 2 季 | 537 | $226.2 億 |
| 2021 年第 1 季 | 507 | $137.5 億 |
2025 年第 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital World Investors | 35,825,517 | $70.6 億 | 0.96% | −4,689,869−11.6% | 減碼 |
| Vanguard Group Inc | 32,407,646 | $63.9 億 | 0.09% | +90,397+0.3% | 加碼 |
| BlackRock, Inc. | 22,653,454 | $44.9 億 | 0.08% | +21,095+0.1% | 加碼 |
| Morgan Stanley | 18,009,245 | $35.6 億 | 0.21% | −1,001,947−5.3% | 減碼 |
| Baillie Gifford & Co | 16,823,947 | $33.2 億 | 2.76% | −5,024,793−23.0% | 減碼 |
| JPMorgan Chase & Co | 13,607,106 | $27.0 億 | 0.18% | −7,515,304−35.6% | 減碼 |
| FMR LLC | 12,750,499 | $25.3 億 | 0.13% | −498,226−3.8% | 減碼 |
| State Street Corp | 6,988,989 | $14.1 億 | 0.05% | +178,597+2.6% | 加碼 |
| Geode Capital Management, LLC | 6,018,175 | $11.8 億 | 0.07% | +241,981+4.2% | 加碼 |
| First Trust Advisors LP | 4,019,157 | $7.92 億 | 0.58% | +63,198+1.6% | 加碼 |
| Franklin Resources Inc | 3,575,711 | $7.80 億 | 0.19% | +410,175+13.0% | 加碼 |
| Voya Investment Management LLC | 2,294,562 | $7.41 億 | 0.73% | +47,017+2.1% | 加碼 |
| Sands Capital Management, LLC | 3,731,287 | $7.36 億 | 2.24% | −77,032−2.0% | 減碼 |
| Invesco Ltd. | 3,700,696 | $7.30 億 | 0.07% | −264,037−6.7% | 減碼 |
| Norges Bank | 3,643,501 | $7.18 億 | 0.08% | +3,643,501 | 新進 |
| American Century Companies Inc | 3,174,409 | $6.26 億 | 0.31% | +243,352+8.3% | 加碼 |
| Legal & General Group Plc | 2,824,772 | $5.57 億 | 0.12% | +131,127+4.9% | 加碼 |
| UBS Asset Management Americas Inc | 2,463,842 | $4.86 億 | 0.10% | −20,059−0.8% | 減碼 |
| Two Sigma Advisers, LP | 2,340,000 | $4.61 億 | 0.90% | +805,700+52.5% | 加碼 |
| Goldman Sachs Group Inc | 2,334,059 | $4.61 億 | 0.07% | −94,909−3.9% | 減碼 |
| Bank of America Corp | 2,285,370 | $4.51 億 | 0.03% | +57,014+2.6% | 加碼 |
| Northern Trust Corp | 1,971,595 | $3.89 億 | 0.05% | +62,475+3.3% | 加碼 |
| Jennison Associates LLC | 1,863,612 | $3.67 億 | 0.22% | +1,657,144+802.6% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 1,754,461 | $3.46 億 | 3.65% | −81,969−4.5% | 減碼 |
| Wellington Management Group LLP | 1,707,014 | $3.44 億 | 0.06% | +451,280+35.9% | 加碼 |
| Royal Bank of Canada | 1,713,666 | $3.40 億 | 0.06% | −67,288−3.8% | 減碼 |
| Massachusetts Financial Services Co | 1,639,661 | $3.23 億 | 0.10% | +336,768+25.8% | 加碼 |
| Deutsche Bank AG | 1,588,591 | $3.15 億 | 0.10% | +207,725+15.0% | 加碼 |
| Amundi | 1,331,452 | $3.03 億 | 0.08% | +603,097+82.8% | 加碼 |
| Charles Schwab Investment Management Inc | 1,531,220 | $3.02 億 | 0.05% | +64,678+4.4% | 加碼 |
| Squarepoint Ops LLC | 1,526,578 | $3.01 億 | 0.61% | +624,341+69.2% | 加碼 |
| Two Sigma Investments, LP | 1,257,598 | $2.48 億 | 0.37% | +20,634+1.7% | 加碼 |
| Pictet Asset Management Holding SA | 1,175,479 | $2.32 億 | 0.23% | −89,908−7.1% | 減碼 |
| 1832 Asset Management L.P. | 1,147,900 | $2.26 億 | 0.29% | −177,800−13.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,125,602 | $2.22 億 | 0.13% | −150,449−11.8% | 減碼 |
| Bank of New York Mellon Corp | 1,257,265 | $2.09 億 | 0.04% | −104,337−7.7% | 減碼 |
| Strategy Capital LLC | 1,042,099 | $2.05 億 | 15.15% | −120,839−10.4% | 減碼 |
| Raymond James Financial Inc | 1,030,550 | $2.05 億 | 0.06% | −64,978−5.9% | 減碼 |
| Price T Rowe Associates Inc | 1,034,680 | $2.04 億 | 0.02% | −320,826−23.7% | 減碼 |
| Lord, Abbett & Co. LLC | 920,597 | $1.92 億 | 0.59% | −157,038−14.6% | 減碼 |
| National Pension Service | 948,003 | $1.87 億 | 0.14% | +329,341+53.2% | 加碼 |
| KBC Group NV | 936,921 | $1.85 億 | 0.42% | +117,155+14.3% | 加碼 |
| Polar Capital Holdings Plc | 930,366 | $1.83 億 | 0.84% | −863,149−48.1% | 減碼 |
| UBS Group AG | 882,907 | $1.74 億 | 0.03% | −19,281−2.1% | 減碼 |
| Swiss National Bank | 857,400 | $1.69 億 | 0.10% | −37,800−4.2% | 減碼 |
| D. E. Shaw & Co., Inc. | 112,833 | $1.69 億 | 0.13% | – | – |
| Citigroup Inc | 807,403 | $1.59 億 | 0.11% | +40,424+5.3% | 加碼 |
| Wells Fargo & Company | 774,000 | $1.58 億 | 0.03% | +20,243+2.7% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 711,241 | $1.55 億 | 0.14% | +463,077+186.6% | 加碼 |
| Nomura Asset Management International Inc. | 771,636 | $1.54 億 | 0.23% | +771,636 | 新進 |
| Nuveen, LLC | 725,008 | $1.43 億 | 0.04% | +12,905+1.8% | 加碼 |
| Penserra Capital Management LLC | 715,377 | $1.41 億 | 1.68% | +40,556+6.0% | 加碼 |
| Federated Hermes, Inc. | 692,827 | $1.37 億 | 0.23% | −169,182−19.6% | 減碼 |
| Marshall Wace, LLP | 690,747 | $1.36 億 | 0.13% | +163,966+31.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 544,944 | $1.29 億 | 0.08% | +406,280+293.0% | 加碼 |
| Ameriprise Financial Inc | 649,034 | $1.28 億 | 0.03% | +52,784+8.9% | 加碼 |
| Aristeia Capital LLC | – | $1.22 億 | 3.47% | – | – |
| AQR Capital Management LLC | 612,686 | $1.21 億 | 0.06% | +49,438+8.8% | 加碼 |
| Tenor Capital Management Co., L.P. | – | $1.18 億 | 1.66% | – | – |
| Artisan Partners Limited Partnership | 588,598 | $1.16 億 | 0.18% | −126,460−17.7% | 減碼 |
| CIBC Private Wealth Group, LLC | 556,609 | $1.10 億 | 0.19% | −22,528−3.9% | 減碼 |
| Neuberger Berman Group LLC | 552,666 | $1.09 億 | 0.08% | −29,919−5.1% | 減碼 |
| Canada Pension Plan Investment Board | 547,688 | $1.08 億 | 0.07% | +493,243+905.9% | 加碼 |
| California Public Employees Retirement System | 528,947 | $1.04 億 | 0.06% | +8,077+1.6% | 加碼 |
| Westfield Capital Management Co LP | 519,475 | $1.02 億 | 0.43% | +38,625+8.0% | 加碼 |
| Jane Street Group, LLC | 515,140 | $1.02 億 | 0.12% | +417,356+426.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 512,554 | $1.01 億 | 0.06% | +60,605+13.4% | 加碼 |
| Capstone Investment Advisors, LLC | 2,223 | $1.00 億 | 0.82% | −1,804−44.8% | 減碼 |
| Balyasny Asset Management LLC | 262,698 | $9,878 萬 | 0.19% | −7,432−2.8% | 減碼 |
| Steelhead Partners LLC | – | $9,852 萬 | 7.28% | – | – |
| Mitsubishi UFJ Trust & Banking Corp | 489,545 | $9,651 萬 | 0.23% | −145,480−22.9% | 減碼 |
| California State Teachers Retirement System | 472,403 | $9,313 萬 | 0.09% | −7,856−1.6% | 減碼 |
| Allen Investment Management LLC | 463,917 | $9,146 萬 | 1.01% | −62,418−11.9% | 減碼 |
| Nikko Asset Management Americas, Inc. | 452,103 | $8,912 萬 | 1.03% | −75,198−14.3% | 減碼 |
| Fred Alger Management, LLC | 438,525 | $8,646 萬 | 0.34% | +1,890+0.4% | 加碼 |
| Credit Agricole S A | 436,331 | $8,602 萬 | 0.24% | +25,123+6.1% | 加碼 |
| Peregrine Capital Management LLC | 428,331 | $8,445 萬 | 2.59% | −49,507−10.4% | 減碼 |
| AustralianSuper Pty Ltd | 416,958 | $8,220 萬 | 0.38% | −98,074−19.0% | 減碼 |
| HSBC Holdings PLC | 413,830 | $8,178 萬 | 0.02% | +118,982+40.4% | 加碼 |
| Bamco Inc | 409,604 | $8,075 萬 | 0.22% | −44,630−9.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 407,733 | $7,992 萬 | 0.13% | +103,042+33.8% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 404,715 | $7,979 萬 | 0.21% | −98,063−19.5% | 減碼 |
| Rhumbline Advisers | 400,187 | $7,890 萬 | 0.06% | +919+0.2% | 加碼 |
| Nomura Asset Management Co Ltd | 398,326 | $7,853 萬 | 0.20% | +4,133+1.0% | 加碼 |
| Victory Capital Management Inc | 391,810 | $7,725 萬 | 0.04% | −22,890−5.5% | 減碼 |
| DeepCurrents Investment Group LLC | – | $7,131 萬 | 2.65% | – | – |
| Bessemer Group Inc | 358,681 | $7,071 萬 | 0.11% | −16,340−4.4% | 減碼 |
| Sculptor Capital LP | – | $7,037 萬 | 0.84% | – | 新進 |
| Citadel Advisors LLC | 356,619 | $7,031 萬 | 0.05% | −2,166−0.6% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,775,658 | $6,886 萬 | 0.08% | +813,472+13.6% | 加碼 |
| Congress Asset Management Co | 343,972 | $6,781 萬 | 0.48% | −57,796−14.4% | 減碼 |
| SEI Investments Co | 342,384 | $6,750 萬 | 0.07% | +82,071+31.5% | 加碼 |
| Dimensional Fund Advisors LP | 334,557 | $6,597 萬 | 0.01% | +7,460+2.3% | 加碼 |
| Alyeska Investment Group, L.P. | 332,299 | $6,551 萬 | 0.19% | +242,069+268.3% | 加碼 |
| Whittier Trust Co | 312,245 | $6,182 萬 | 0.67% | +73,684+30.9% | 加碼 |
| Calamos Advisors LLC | 4,640 | $6,156 萬 | 0.25% | −1,310−22.0% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 308,154 | $6,040 萬 | 0.04% | +16,054+5.5% | 加碼 |
| Whetstone Capital Advisors, LLC | 293,031 | $5,777 萬 | 18.02% | −18,154−5.8% | 減碼 |
| Envestnet Asset Management Inc | 292,321 | $5,763 萬 | 0.02% | −6,050−2.0% | 減碼 |
| Great West Life Assurance Co | 284,048 | $5,601 萬 | 0.10% | −75,046−20.9% | 減碼 |