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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 4 季與 2025 年第 3 季比較

持有 Cloudflare, Inc. 的機構從 2025 年第 3 季到 2025 年第 4 季的變化。

2025 年第 4 季全部持有人2025 年第 3 季全部持有人

NET 的 13F 持有人：2025 年第 3 季與 2025 年第 4 季比較
項目2025 年第 3 季其中尚未申報 2025 年第 4 季2025 年第 4 季變化
持有家數1,039181,091+70
股數2.76 億60.5 萬2.78 億+273.5 萬 (+1.0%)
市值$591.4 億$1.30 億$548.2 億−$41.9 億 (−7.1%)

18 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季：沒申報不算清倉，所以變化不計入它們。

新進機構（184 家）

2025 年第 4 季季末持有 Cloudflare, Inc.、2025 年第 3 季季末沒有持有的機構。

依市值列出前 100 家，共 184 家。

2025 年第 4 季新進 NET 的機構
機構股數市值佔組合 %
Norges Bank3,643,501$7.18 億0.08%
Nomura Asset Management International Inc.771,636$1.52 億0.23%
Defiance ETFs, LLC187,106$3,735 萬1.22%
Tremblant Capital Group187,125$3,689 萬0.94%
Pinebridge Investments LLC183,827$3,624 萬0.27%
Exor Capital LLP175,635$3,463 萬0.61%
Mizuho Markets Cayman LP160,000$3,154 萬1.59%
PFA Pension, Forsikringsaktieselskab146,565$2,926 萬0.08%
Tudor Investment Corp Et Al114,116$2,250 萬0.12%
D. E. Shaw & Co., Inc.112,833$2,225 萬0.02%
Schonfeld Strategic Advisors LLC107,509$2,120 萬0.11%
MUFG Securities EMEA plc73,514$1,449 萬0.17%
Jump Financial, LLC69,040$1,361 萬0.17%
Meridiem Capital Partners LP68,634$1,353 萬0.85%
Twinbeech Capital LP67,825$1,337 萬0.95%
EFG International AG66,415$1,309 萬0.25%
IMC-Chicago, LLC63,835$1,259 萬0.22%
Cookson Peirce & Co Inc56,014$1,104 萬0.46%
Eurizon Capital SGR S.p.A.54,867$1,082 萬0.03%
PensionDanmark Pensionsforsikringsaktieselskab52,374$1,033 萬0.09%
Quantbot Technologies LP51,083$1,007 萬0.33%
Capelight Capital Asset Management LP45,000$887.2 萬8.79%
Public Sector Pension Investment Board41,000$808.3 萬0.03%
Cypress Point Investment Management LP31,079$613.0 萬1.32%
Spear Advisors LLC29,640$584.4 萬4.10%
VMS Asset Management Limited29,060$572.9 萬2.21%
Holocene Advisors, LP28,412$560.1 萬0.01%
Thrivent Financial for Lutherans28,114$554.3 萬0.01%
Alberta Investment Management Corp26,900$530.3 萬0.03%
NLB Skladi, upravljanje premozenja, d.o.o.22,252$438.7 萬0.20%
Trexquant Investment LP21,879$431.3 萬0.04%
Intesa Sanpaolo S.p.A.19,626$391.8 萬0.25%
Occudo Quantitative Strategies LP19,853$391.4 萬0.26%
Osmosis Investment Management UK Ltd16,181$319.0 萬0.08%
Entropy Technologies, LP15,988$315.2 萬0.17%
Edgestream Partners, L.P.14,779$291.4 萬0.08%
Livet Wealth, LLC14,481$285.5 萬1.76%
Optiver Holding B.V.12,767$251.7 萬0.05%
Osbon Capital Management LLC12,456$245.6 萬2.30%
North Dakota State Investment Board11,379$224.3 萬0.08%
CIBC World Markets Corp10,856$214.0 萬0.01%
Lombard Odier Asset Management (Switzerland) SA10,036$197.9 萬0.08%
Fund Advisors of America Inc9,639$190.0 萬1.74%
BCJ Capital Management, LLC9,094$179.3 萬0.10%
Blue Jean Financial LLC8,809$173.7 萬1.41%
Royal Fund Management, LLC8,006$157.8 萬0.14%
EP Wealth Advisors, LLC7,855$154.9 萬0.01%
E. Ohman J:or Asset Management AB7,764$153.1 萬0.04%
State of Alaska, Department of Revenue7,298$143.8 萬0.02%
SBI Okasan Asset Management Co.Ltd.6,610$132.7 萬0.07%
Laird Norton Trust Company, LLC6,051$119.3 萬0.02%
Maytus Capital Management, LLC6,000$118.3 萬0.28%
Lighthouse Investment Partners, LLC5,387$106.2 萬0.04%
Stableford Capital II LLC5,377$106.0 萬0.38%
TCW Group Inc4,872$96.1 萬0.01%
Aquatic Capital Management LLC4,799$94.6 萬0.03%
WD Rutherford LLC4,692$92.5 萬0.39%
Kepler Cheuvreux (Suisse) SA4,410$86.9 萬0.05%
Dara Capital US, Inc.3,968$78.2 萬0.69%
OpenArc Corporate Advisory, LLC3,894$76.8 萬0.01%
J. Safra Sarasin Holding AG3,731$73.6 萬0.01%
Hill Island Financial LLC3,677$72.5 萬0.17%
Odyssean, LLC3,672$72.4 萬0.52%
Purpose Unlimited Inc.3,655$72.1 萬0.03%
R Squared Ltd3,379$66.6 萬0.31%
Avanza Fonder AB3,323$65.5 萬0.02%
Argos Wealth Advisors, LLC3,208$63.2 萬0.18%
Clear Street Group Inc.3,187$62.8 萬0.00%
Focused Alpha, LLC3,144$62.0 萬0.18%
Pacific Point Advisors, LLC3,000$59.1 萬0.32%
DRW Securities, LLC2,933$57.8 萬0.04%
Prosperity Wealth Management, Inc.2,845$56.1 萬0.19%
Capital CS Group, LLC2,834$55.9 萬0.89%
Eddie Patel Inc2,643$52.1 萬0.39%
Rooted Wealth Advisors, Inc.3,080$51.4 萬0.14%
Legato Capital Management LLC2,438$48.1 萬0.04%
Havemeyer Place LP2,372$46.8 萬0.09%
Mosley Wealth Management2,075$45.6 萬0.21%
BankChampaign, National Association2,256$44.5 萬0.44%
MidFirst Bank4,062$42.4 萬0.03%
Kornitzer Capital Management Inc2,150$42.4 萬0.01%
Shepherd Street Advisors LLC2,082$41.0 萬0.39%
Keystone Investors Pte Ltd2,064$40.7 萬0.04%
Capital Performance Advisors LLP2,059$40.6 萬0.03%
Van Eck Associates Corp2,045$40.3 萬0.00%
Indivisible Partners1,992$39.3 萬0.04%
Arista Wealth Management, LLC1,923$37.9 萬0.05%
Fifth Lane Capital, LP1,900$37.5 萬0.44%
Baird Financial Group, Inc.1,860$36.7 萬0.00%
Lotus Technology Management, LP1,815$35.8 萬0.20%
ZEGA Investments, LLC1,794$35.4 萬0.07%
Journey Retirement Planning & Investment Management LLC1,683$33.2 萬0.07%
Cambria Investment Management, L.P.1,680$33.1 萬0.02%
Lecap Asset Management Ltd1,637$32.3 萬0.13%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.1,594$31.4 萬0.01%
Abel Hall, LLC1,582$31.2 萬0.07%
Net Worth Advisory Group1,572$31.0 萬0.06%
Timothy G. Youngquist 2020 Irrevocable Trust1,537$30.3 萬0.26%
VGI Partners Ltd1,500$29.6 萬0.02%
Gateway Wealth Partners, LLC1,493$29.4 萬0.03%

清倉機構（114 家）

2025 年第 3 季季末持有 Cloudflare, Inc.、2025 年第 4 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 114 家。

2025 年第 4 季清倉 NET 的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Alfreton Capital LLP180,000$3,863 萬
Generate Investment Management Ltd63,777$1,369 萬
Agf Management Ltd46,986$1,008 萬
Virtu Financial LLC38,362$823.2 萬
Tredje AP-fonden30,920$663.5 萬
Science & Technology Partners, L.P.24,312$521.7 萬
Rokos Capital Management LLP23,523$504.8 萬
Lee Johnson Capital Management, LLC22,537$483.6 萬
Vinva Investment Management Ltd21,157$462.4 萬
Black Swift Group, LLC17,750$380.9 萬
Blue Barn Wealth, LLC14,650$314.4 萬
Winton Group Ltd13,972$299.8 萬
Insight Holdings Group, LLC12,000$257.5 萬
Groupama Asset Managment–$241.3 萬
Susquehanna Fundamental Investments, LLC10,086$216.4 萬
Qsemble Capital Management, LP8,659$185.8 萬
Altrafin AG7,700$165.2 萬
Caisse des Depots Et Consignations7,624$163.6 萬
Castle Hook Partners LP7,052$151.3 萬
Artemis Wealth Advisors, LLC7,000$150.2 萬
Retireful, LLC6,277$134.7 萬
Polar Asset Management Partners Inc.6,057$130.0 萬
Connor, Clark & Lunn Investment Management Ltd.6,048$129.8 萬
Sphera Management Technology Funds Ltd6,000$128.8 萬
Triglav Skladi, D.O.O.6,000$128.8 萬
Baader Bank INC5,942$124.7 萬
Scientech Research LLC5,101$109.5 萬
Pinkerton Retirement Specialists, LLC4,772$102.4 萬
APG Asset Management US Inc.4,591$99.7 萬
Oak Thistle LLC4,065$87.2 萬
Pitcairn Co3,977$85.3 萬
Dynamic Technology Lab Private Ltd3,420$73.4 萬
Barings LLC3,325$71.4 萬
Banque Pictet & Cie SA3,250$69.7 萬
Brighton Jones LLC3,132$67.2 萬
Caxton Associates LLP2,923$62.7 萬
Archer Investment Corp2,900$62.2 萬
Hel Ved Capital Management Ltd2,570$55.1 萬
Asahi Life Asset Management Co., Ltd.2,099$45.0 萬
TownSquare Capital, LLC1,970$42.3 萬
Versor Investments LP1,896$40.7 萬
Brookwood Investment Group LLC1,887$40.5 萬
Volterra Technologies LP1,841$39.5 萬
Accel Wealth Management1,826$39.2 萬
SummitTX Capital, L.P.1,774$38.1 萬
Alliance Wealth Advisors, LLC1,627$34.9 萬
Sanders Morris Harris LLC1,530$32.8 萬
Clear Street Markets LLC1,350$29.0 萬
Moran Wealth Management, LLC1,333$28.6 萬
Principal Street Partners, LLC1,329$28.5 萬
NorthRock Partners, LLC1,328$28.5 萬
Real Talk Capital, LLC1,320$28.3 萬
New Republic Capital, LLC1,275$27.4 萬
AE Wealth Management LLC1,273$27.3 萬
Objective Capital Management, LLC1,200$25.8 萬
FSM Wealth Advisors, LLC1,196$25.7 萬
Coastal Bridge Advisors, LLC1,185$25.4 萬
Readystate Asset Management LP1,163$25.0 萬
Adviser Investments LLC1,150$24.7 萬
QTR Family Wealth, LLC1,140$24.5 萬
TABR Capital Management, LLC1,075$23.5 萬
Drucker Wealth 3.0, LLC1,065$22.9 萬
Caerus Investment Advisors, LLC1,053$22.6 萬
SeaCrest Wealth Management, LLC995$21.9 萬
Diversified Trust Co1,015$21.8 萬
BG Investment Services, Inc.1,014$21.8 萬
Tradewinds, LLC.1,008$21.6 萬
Fulton Breakefield Broenniman LLC1,005$21.6 萬
Chilton Investment Co LLC1,005$21.6 萬
Pacific Sun Financial Corp1,000$21.5 萬
Greatmark Investment Partners, Inc.1,000$21.5 萬
Bell & Brown Wealth Advisors, LLC1,000$21.5 萬
Birchcreek Wealth Management, LLC1,000$21.5 萬
Gordian Capital Singapore Pte Ltd1,000$21.5 萬
Corient IA LLC1,000$21.5 萬
Jacobi Capital Management LLC996$21.4 萬
Naviter Wealth, LLC994$21.3 萬
Burr Financial Services, LLC980$21.0 萬
Fi3 FINANCIAL ADVISORS, LLC972$20.9 萬
CWS Financial Advisors, LLC966$20.7 萬
Fisher Asset Management, LLC964$20.7 萬
KRS Capital Management, LLC962$20.6 萬
Synergy Financial Management, LLC960$20.6 萬
Calton & Associates, Inc.949$20.4 萬
Sherman Porfolios, LLC946$20.3 萬
JT Stratford LLC940$20.2 萬
Integrity Alliance, LLC.939$20.1 萬
Paradigm Financial Partners, LLC935$20.1 萬
Vinland Capital Management Gestora de Recursos LTDA.820$17.6 萬
Financial Life Planners670$14.4 萬
Adalta Capital Management LLC615$13.2 萬
Cary Street Partners Financial LLC603$12.9 萬
Cary Street Partner Investment Advisory LLC330$7.08 萬
Mather Group, LLC.219$4.69 萬
JPL Wealth Management, LLC209$4.49 萬
Cloud Capital Management, LLC147$3.10 萬
Wexford Capital LP140$3.00 萬
Edmond de Rothschild Holding S.A.132$2.83 萬
GPS Wealth Strategies Group, LLC129$2.77 萬
Provenance Wealth Advisors, LLC100$2.15 萬

尚未申報 2025 年第 4 季的機構（18 家）

2025 年第 3 季季末持有 Cloudflare, Inc.、還沒有申報 2025 年第 4 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 3 季持有 NET、尚未申報 2025 年第 4 季的機構
機構2025 年第 3 季股數2025 年第 3 季市值
AXA Investment Managers S.A.296,401$6,360 萬
Pinebridge Investments, L.P.226,099$4,852 萬
EFG Asset Management (North America) Corp.21,211$455.0 萬
EFG Asset Management (Americas) Corp.17,552$376.6 萬
Creekmur Asset Management LLC15,829$339.7 萬
CIBC Bancorp USA Inc.11,135$238.9 萬
Shell Asset Management Co2,925$62.8 萬
Moloney Securities Asset Management, LLC2,675$57.4 萬
Wetherby Asset Management Inc2,452$52.6 萬
Full Sail Capital, LLC2,126$45.6 萬
Masso Torrence Wealth Management Inc.1,256$27.0 萬
LexAurum Advisors, LLC1,052$22.6 萬
Glenmede Investment Management, LP1,013$21.7 萬
Chiron Capital Management, LLC1,000$21.5 萬
IFS Group,LLC980$21.3 萬
Abich Financial Wealth Management LLC758$16.3 萬
Hemington Wealth Management229$4.90 萬
Guerra Advisors Inc46$9,871