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 $749.7 億;方舟投資和索羅斯基金管理兩位大師持有。
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
- 1,091
- 較 2025 年第 3 季 +70 家
- 持有股數
- 2.78 億
- 較 2025 年第 3 季 +273.5 萬 (+1.0%)
- 總市值
- $548.2 億
- 較 2025 年第 3 季 −$41.9 億 (−7.1%)
- 新進機構
- 184
- 另有 435 家加碼
- 清倉機構
- 114
- 另有 341 家減碼
另有 18 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 | 1,228 | $749.7 億 |
| 2026 年第 1 季 | 1,139 | $570.6 億 |
| 2025 年第 4 季 | 1,091 | $548.7 億 |
| 2025 年第 3 季 | 1,039 | $614.2 億 |
| 2025 年第 2 季 | 947 | $545.8 億 |
| 2025 年第 1 季 | 872 | $300.5 億 |
| 2024 年第 4 季 | 772 | $284.3 億 |
| 2024 年第 3 季 | 680 | $207.5 億 |
| 2024 年第 2 季 | 652 | $211.9 億 |
| 2024 年第 1 季 | 709 | $296.4 億 |
| 2023 年第 4 季 | 678 | $232.8 億 |
| 2023 年第 3 季 | 573 | $158.1 億 |
| 2023 年第 2 季 | 560 | $160.4 億 |
| 2023 年第 1 季 | 572 | $162.0 億 |
| 2022 年第 4 季 | 550 | $109.7 億 |
| 2022 年第 3 季 | 563 | $128.6 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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 2,276 | $44.9 萬 | 0.01% | −211−8.5% | 減碼 |
| KPP Advisory Services LLC | 2,305 | $45.4 萬 | 0.07% | +469+25.5% | 加碼 |
| Mosley Wealth Management | 2,075 | $45.6 萬 | 0.21% | +2,075 | 新進 |
| LVW Advisors, LLC | 2,349 | $46.3 萬 | 0.05% | −458−16.3% | 減碼 |
| Ossiam | 2,360 | $46.5 萬 | 0.01% | −1,108−31.9% | 減碼 |
| Havemeyer Place LP | 2,372 | $46.8 萬 | 0.09% | +2,372 | 新進 |
| Rakuten Securities, Inc. | 2,386 | $47.0 萬 | 0.15% | −767−24.3% | 減碼 |
| Avant Financial Advisors LLC | 2,400 | $47.3 萬 | 0.34% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 2,434 | $48.0 萬 | 0.01% | +1,070+78.4% | 加碼 |
| Legato Capital Management LLC | 2,438 | $48.1 萬 | 0.04% | +2,438 | 新進 |
| Umb Bank N A | 2,456 | $48.4 萬 | 0.01% | +26+1.1% | 加碼 |
| Smartleaf Asset Management LLC | 2,454 | $49.0 萬 | 0.02% | +274+12.6% | 加碼 |
| Prime Capital Investment Advisors, LLC | 2,498 | $49.2 萬 | 0.01% | −2,260−47.5% | 減碼 |
| Bokf, NA | 2,506 | $49.4 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 2,511 | $49.5 萬 | 0.01% | +158+6.7% | 加碼 |
| Gill Capital Partners, LLC | 2,544 | $50.2 萬 | 0.15% | 00.0% | 不變 |
| Savant Capital, LLC | 2,565 | $50.6 萬 | 0.00% | +400+18.5% | 加碼 |
| Chesapeake Capital Corp | 2,587 | $51.0 萬 | 0.43% | 00.0% | 不變 |
| Fiduciary Planning LLC | 2,590 | $51.1 萬 | 0.15% | −76−2.9% | 減碼 |
| Rooted Wealth Advisors, Inc. | 3,080 | $51.4 萬 | 0.14% | +3,080 | 新進 |
| Ring Mountain Capital, LLC | 2,793 | $51.4 萬 | 0.26% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 2,630 | $51.9 萬 | 0.04% | +356+15.7% | 加碼 |
| Eddie Patel Inc | 2,643 | $52.1 萬 | 0.39% | +2,643 | 新進 |
| Premier Path Wealth Partners, LLC | 2,646 | $52.2 萬 | 0.07% | +122+4.8% | 加碼 |
| GTS Securities LLC | 2,652 | $52.3 萬 | 0.02% | +389+17.2% | 加碼 |
| Diversify Advisory Services, LLC | 2,851 | $52.5 萬 | 0.02% | −46−1.6% | 減碼 |
| Clarendon Private LLC | 2,687 | $53.0 萬 | 0.45% | −6−0.2% | 減碼 |
| Portside Wealth Group, LLC | 2,721 | $53.6 萬 | 0.07% | −391−12.6% | 減碼 |
| Huntleigh Advisors, Inc. | 2,747 | $54.2 萬 | 0.09% | +128+4.9% | 加碼 |
| Pinnacle Associates Ltd | 2,755 | $54.3 萬 | 0.01% | +536+24.2% | 加碼 |
| Ronald Blue Trust, Inc. | 2,774 | $54.7 萬 | 0.01% | −109−3.8% | 減碼 |
| Sovran Advisors, LLC | 3,004 | $55.3 萬 | 0.05% | +109+3.8% | 加碼 |
| Capital CS Group, LLC | 2,834 | $55.9 萬 | 0.89% | +2,834 | 新進 |
| Allworth Financial LP | 2,835 | $55.9 萬 | 0.00% | +857+43.3% | 加碼 |
| Prosperity Wealth Management, Inc. | 2,845 | $56.1 萬 | 0.19% | +2,845 | 新進 |
| Stony Point Capital LLC | 2,847 | $56.1 萬 | 0.04% | −63,506−95.7% | 減碼 |
| Two Sigma Securities, LLC | 2,865 | $56.5 萬 | 0.08% | +1,854+183.4% | 加碼 |
| Evoke Wealth, LLC | 2,868 | $56.5 萬 | 0.01% | −95−3.2% | 減碼 |
| Frank, Rimerman Advisors LLC | 2,873 | $56.6 萬 | 0.04% | +52+1.8% | 加碼 |
| National Asset Management, Inc. | 2,914 | $57.5 萬 | 0.03% | +982+50.8% | 加碼 |
| DRW Securities, LLC | 2,933 | $57.8 萬 | 0.04% | +2,933 | 新進 |
| Bridges Investment Management Inc | 2,935 | $57.9 萬 | 0.01% | +840+40.1% | 加碼 |
| Cravens & Co Advisors, LLC | 3,072 | $58.0 萬 | 0.38% | −705−18.7% | 減碼 |
| Driehaus Capital Management LLC | 2,974 | $58.6 萬 | 0.00% | +453+18.0% | 加碼 |
| FIL Ltd | 2,995 | $59.0 萬 | 0.00% | +522+21.1% | 加碼 |
| Farmers Trust Co | 3,000 | $59.1 萬 | 0.10% | 00.0% | 不變 |
| Pacific Point Advisors, LLC | 3,000 | $59.1 萬 | 0.32% | +3,000 | 新進 |
| OV Management LLC | 3,015 | $59.4 萬 | 0.51% | −47−1.5% | 減碼 |
| Independence Bank of Kentucky | 3,020 | $59.5 萬 | 0.07% | −240−7.4% | 減碼 |
| Cigna Investments Inc | 3,062 | $60.4 萬 | 0.09% | +61+2.0% | 加碼 |
| GAM Holding AG | 3,085 | $60.8 萬 | 0.04% | +1,782+136.8% | 加碼 |
| Wealthcare Advisory Partners LLC | 3,098 | $61.1 萬 | 0.01% | −239−7.2% | 減碼 |
| Truvestments Capital LLC | 3,112 | $61.4 萬 | 0.11% | +385+14.1% | 加碼 |
| Focused Alpha, LLC | 3,144 | $62.0 萬 | 0.18% | +3,144 | 新進 |
| Camden Capital, LLC | 3,156 | $62.2 萬 | 0.04% | +57+1.8% | 加碼 |
| Dynasty Wealth Management, LLC | 3,179 | $62.7 萬 | 0.01% | +141+4.6% | 加碼 |
| Clear Street Group Inc. | 3,187 | $62.8 萬 | 0.00% | +3,187 | 新進 |
| Gibbs Wealth Management | 3,441 | $62.9 萬 | 0.15% | −1,248−26.6% | 減碼 |
| Fedenia Advisers LLC | 3,192 | $62.9 萬 | 0.24% | +32+1.0% | 加碼 |
| Argos Wealth Advisors, LLC | 3,208 | $63.2 萬 | 0.18% | +3,208 | 新進 |
| International Assets Investment Management, LLC | 3,234 | $63.8 萬 | 0.04% | −125−3.7% | 減碼 |
| Westwood Holdings Group Inc. | 3,235 | $63.8 萬 | 0.01% | −149−4.4% | 減碼 |
| Brookstone Capital Management | 3,274 | $64.5 萬 | 0.01% | −533−14.0% | 減碼 |
| Crossmark Global Holdings, Inc. | 3,320 | $65.5 萬 | 0.01% | +404+13.9% | 加碼 |
| Avanza Fonder AB | 3,323 | $65.5 萬 | 0.02% | +3,323 | 新進 |
| Synergy Financial Group, LTD | 3,327 | $65.6 萬 | 0.46% | −29−0.9% | 減碼 |
| Sivia Capital Partners, LLC | 3,327 | $65.6 萬 | 0.13% | +1,157+53.3% | 加碼 |
| United Advisor Group, LLC | 3,337 | $65.8 萬 | 0.08% | −828−19.9% | 減碼 |
| Mount Lucas Management LP | 3,358 | $66.2 萬 | 0.29% | −62−1.8% | 減碼 |
| Reliant Investment Partners, LLC | 3,377 | $66.6 萬 | 0.52% | +61+1.8% | 加碼 |
| R Squared Ltd | 3,379 | $66.6 萬 | 0.31% | +3,379 | 新進 |
| Dark Forest Capital Management LP | 3,389 | $66.8 萬 | 0.03% | −422−11.1% | 減碼 |
| Sagespring Wealth Partners, LLC | 3,482 | $68.6 萬 | 0.01% | +14+0.4% | 加碼 |
| Central Pacific Bank - Trust Division | 3,503 | $69.1 萬 | 0.08% | +348+11.0% | 加碼 |
| AXS Investments LLC | 3,558 | $70.1 萬 | 0.24% | −10.0% | 減碼 |
| Powell Investment Advisors, LLC | 3,583 | $70.6 萬 | 0.24% | 00.0% | 不變 |
| Mirae Asset Global ETFs Holdings Ltd. | 3,590 | $70.8 萬 | 0.00% | +300+9.1% | 加碼 |
| Cache Advisors, LLC | 3,650 | $72.0 萬 | 0.09% | 00.0% | 不變 |
| Purpose Unlimited Inc. | 3,655 | $72.1 萬 | 0.03% | +3,655 | 新進 |
| Kingswood Wealth Advisors, LLC | 3,667 | $72.3 萬 | 0.03% | +1,312+55.7% | 加碼 |
| Altshuler Shaham Ltd | 3,671 | $72.4 萬 | 0.01% | +2,659+262.7% | 加碼 |
| Odyssean, LLC | 3,672 | $72.4 萬 | 0.52% | +3,672 | 新進 |
| Hill Island Financial LLC | 3,677 | $72.5 萬 | 0.17% | +3,677 | 新進 |
| Cynosure Management, LLC | 3,682 | $72.6 萬 | 0.07% | −812−18.1% | 減碼 |
| Apollon Wealth Management, LLC | 3,695 | $72.8 萬 | 0.01% | −19−0.5% | 減碼 |
| Yousif Capital Management, LLC | 4,111 | $72.9 萬 | 0.01% | +109+2.7% | 加碼 |
| LRT Capital Management, LLC | 3,703 | $73.0 萬 | 0.63% | +591+19.0% | 加碼 |
| Alphadyne Asset Management LP | 3,706 | $73.1 萬 | 0.07% | +3,653+6,892.5% | 加碼 |
| J. Safra Sarasin Holding AG | 3,731 | $73.6 萬 | 0.01% | +3,731 | 新進 |
| LeConte Wealth Management, LLC | 3,794 | $74.8 萬 | 0.49% | +519+15.8% | 加碼 |
| Prelude Capital Management, LLC | 3,808 | $75.1 萬 | 0.06% | −549−12.6% | 減碼 |
| Harbour Investments, Inc. | 3,870 | $76.3 萬 | 0.02% | +1,128+41.1% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 3,886 | $76.6 萬 | 0.03% | −756−16.3% | 減碼 |
| Palumbo Wealth Management LLC | 3,888 | $76.7 萬 | 0.19% | +326+9.2% | 加碼 |
| OpenArc Corporate Advisory, LLC | 3,894 | $76.8 萬 | 0.01% | +3,894 | 新進 |
| Northwest & Ethical Investments L.P. | 3,883 | $77.5 萬 | 0.02% | −2,086−34.9% | 減碼 |
| Dara Capital US, Inc. | 3,968 | $78.2 萬 | 0.69% | +3,968 | 新進 |
| Main Street Financial Solutions, LLC | 3,979 | $78.4 萬 | 0.06% | −5−0.1% | 減碼 |
| PFG Investments, LLC | 3,987 | $78.6 萬 | 0.04% | +3,046+323.7% | 加碼 |
| Raiffeisen Bank International AG | 3,956 | $79.0 萬 | 0.01% | −90−2.2% | 減碼 |