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 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 | $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 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 |
|---|---|---|---|---|---|
| Change Path, LLC | 7,362 | $145.1 萬 | 0.04% | −1,419−16.2% | 減碼 |
| Belpointe Asset Management LLC | 7,442 | $146.7 萬 | 0.05% | −326−4.2% | 減碼 |
| Fortis Capital Advisors, LLC | 7,442 | $146.7 萬 | 0.22% | −326−4.2% | 減碼 |
| STRS Ohio | 7,510 | $148.1 萬 | 0.01% | +131+1.8% | 加碼 |
| Skopos Labs, Inc. | 7,391 | $148.3 萬 | 0.07% | +5,414+273.8% | 加碼 |
| Krane Funds Advisors LLC | 7,554 | $148.9 萬 | 0.05% | +826+12.3% | 加碼 |
| Green Alpha Advisors, LLC | 7,558 | $149.0 萬 | 1.37% | −398−5.0% | 減碼 |
| Portman Square Capital LLP | 7,698 | $151.8 萬 | 0.26% | +2,608+51.2% | 加碼 |
| Virtue Capital Management, LLC | 7,746 | $151.8 萬 | 0.23% | +6,899+814.5% | 加碼 |
| E. Ohman J:or Asset Management AB | 7,764 | $153.1 萬 | 0.04% | +7,764 | 新進 |
| Clearbridge Investments, LLC | 7,832 | $154.4 萬 | 0.00% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 7,855 | $154.9 萬 | 0.01% | +7,855 | 新進 |
| Sowell Financial Services LLC | 7,860 | $155.0 萬 | 0.06% | +782+11.0% | 加碼 |
| Greycroft LP | 8,000 | $157.7 萬 | 1.00% | +4,000+100.0% | 加碼 |
| Royal Fund Management, LLC | 8,006 | $157.8 萬 | 0.14% | +8,006 | 新進 |
| Moore Capital Management, LP | 8,044 | $158.6 萬 | 0.03% | +6,755+524.0% | 加碼 |
| BNP Paribas | 8,060 | $158.9 萬 | 0.05% | +2,312+40.2% | 加碼 |
| Private Advisor Group, LLC | 8,068 | $159.1 萬 | 0.01% | +2,052+34.1% | 加碼 |
| Peapack Gladstone Financial Corp | 8,120 | $160.1 萬 | 0.02% | +1,438+21.5% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 8,121 | $160.1 萬 | 0.10% | 00.0% | 不變 |
| Leonteq Securities AG | 8,172 | $161.1 萬 | 0.09% | +3,741+84.4% | 加碼 |
| Atlas Brown,Inc. | 8,301 | $163.6 萬 | 0.49% | −526−6.0% | 減碼 |
| Clarus Wealth Advisors | 8,733 | $164.8 萬 | 0.68% | +829+10.5% | 加碼 |
| Brevan Howard Capital Management LP | 8,485 | $167.3 萬 | 0.03% | −26,753−75.9% | 減碼 |
| Western Wealth Management, LLC | 8,495 | $167.5 萬 | 0.08% | +223+2.7% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 8,500 | $167.6 萬 | 0.82% | 00.0% | 不變 |
| Ofi Invest Asset Management | 9,987 | $169.8 萬 | 0.02% | +1,702+20.5% | 加碼 |
| Mission Wealth Management, LP | 8,649 | $170.5 萬 | 0.03% | −30−0.3% | 減碼 |
| Jacobs Levy Equity Management, Inc | 8,677 | $171.1 萬 | 0.01% | −29,113−77.0% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 8,600 | $171.7 萬 | 0.16% | +667+8.4% | 加碼 |
| NewEdge Wealth, LLC | 8,720 | $171.9 萬 | 0.02% | +667+8.3% | 加碼 |
| Blue Jean Financial LLC | 8,809 | $173.7 萬 | 1.41% | +8,809 | 新進 |
| Prudential Financial Inc | 8,716 | $174.0 萬 | 0.00% | −9,830−53.0% | 減碼 |
| Kovack Advisors, Inc. | 8,829 | $174.1 萬 | 0.08% | +6,624+300.4% | 加碼 |
| Campbell & CO Investment Adviser LLC | 8,910 | $175.7 萬 | 0.08% | +7,393+487.3% | 加碼 |
| NTV Asset Management LLC | 8,930 | $176.1 萬 | 0.19% | −4,412−33.1% | 減碼 |
| Titleist Asset Management, LLC | 8,935 | $176.2 萬 | 0.14% | −999−10.1% | 減碼 |
| United Capital Financial Advisers, LLC | 8,941 | $176.3 萬 | 0.01% | +611+7.3% | 加碼 |
| MAI Capital Management | 8,985 | $177.1 萬 | 0.01% | −1,785−16.6% | 減碼 |
| BCJ Capital Management, LLC | 9,094 | $179.3 萬 | 0.10% | +9,094 | 新進 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 9,100 | $179.4 萬 | 0.45% | +3,755+70.3% | 加碼 |
| Calamos Wealth Management LLC | 9,270 | $182.8 萬 | 0.06% | +22+0.2% | 加碼 |
| Institute for Wealth Management, LLC. | 9,317 | $183.7 萬 | 0.19% | +2,272+32.2% | 加碼 |
| Everence Capital Management Inc | 9,380 | $184.9 萬 | 0.11% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 9,426 | $185.8 萬 | 0.02% | −355−3.6% | 減碼 |
| MBM Wealth Consultants, LLC | 9,495 | $187.2 萬 | 0.45% | +40+0.4% | 加碼 |
| Mutual Advisors, LLC | 9,543 | $188.1 萬 | 0.04% | +471+5.2% | 加碼 |
| Fund Advisors of America Inc | 9,639 | $190.0 萬 | 1.74% | +9,639 | 新進 |
| Vestmark Advisory Solutions, Inc. | 9,733 | $191.9 萬 | 0.03% | +6,578+208.5% | 加碼 |
| Assenagon Asset Management S.A. | 9,859 | $194.4 萬 | 0.00% | +1,848+23.1% | 加碼 |
| Brandywine Managers, LLC | 9,906 | $195.3 萬 | 0.97% | 00.0% | 不變 |
| Signaturefd, LLC | 9,960 | $196.4 萬 | 0.03% | −237−2.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 9,982 | $196.8 萬 | 0.00% | −3,322−25.0% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 9,987 | $196.9 萬 | 0.07% | +1,107+12.5% | 加碼 |
| Steel Peak Wealth Management LLC | 10,017 | $197.5 萬 | 0.06% | −65−0.6% | 減碼 |
| Williamson Legacy Group, LLC | 10,021 | $197.6 萬 | 1.54% | +2,881+40.4% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 10,036 | $197.9 萬 | 0.08% | +10,036 | 新進 |
| Kassira Wealth Management LLC | 10,045 | $198.0 萬 | 1.88% | −334−3.2% | 減碼 |
| Rafferty Asset Management, LLC | 10,059 | $198.3 萬 | 0.01% | −2,254−18.3% | 減碼 |
| Axq Capital, LP | 10,068 | $198.5 萬 | 0.45% | +7,305+264.4% | 加碼 |
| Equitable Holdings, Inc. | 10,119 | $199.5 萬 | 0.01% | +1,681+19.9% | 加碼 |
| Fortis Group Advisors, LLC | 11,368 | $201.9 萬 | 0.34% | −4,729−29.4% | 減碼 |
| Kirtland Hills Capital Management, LLC | 10,493 | $206.9 萬 | 0.73% | +176+1.7% | 加碼 |
| CSM Advisors, LLC | 10,585 | $209.0 萬 | 0.06% | +1,950+22.6% | 加碼 |
| Geneos Wealth Management Inc. | 10,625 | $209.5 萬 | 0.05% | −849−7.4% | 減碼 |
| Joel Isaacson & Co., LLC | 10,692 | $210.8 萬 | 0.07% | −183−1.7% | 減碼 |
| Omers Administration Corp | 10,715 | $211.2 萬 | 0.02% | 00.0% | 不變 |
| Index Fund Advisors, Inc. | 10,732 | $211.6 萬 | 0.10% | −10.0% | 減碼 |
| Proactive Wealth Strategies LLC | 10,750 | $211.9 萬 | 0.84% | +135+1.3% | 加碼 |
| Keybank National Association | 10,838 | $213.7 萬 | 0.01% | −91−0.8% | 減碼 |
| CIBC World Markets Corp | 10,856 | $214.0 萬 | 0.01% | +10,856 | 新進 |
| SlateStone Wealth, LLC | 10,861 | $214.1 萬 | 0.18% | +2,670+32.6% | 加碼 |
| Ocean Capital Management, LLC | 11,079 | $218.4 萬 | 0.43% | +1,015+10.1% | 加碼 |
| SBI Securities Co., Ltd. | 11,107 | $219.0 萬 | 0.06% | +780+7.6% | 加碼 |
| Keystone Wealth Services, LLC | 11,161 | $220.0 萬 | 0.46% | +332+3.1% | 加碼 |
| Illinois Municipal Retirement Fund | 11,167 | $220.2 萬 | 0.03% | +49+0.4% | 加碼 |
| Castle Rock Wealth Management, LLC | 13,262 | $221.7 萬 | 0.48% | +272+2.1% | 加碼 |
| Oppenheimer & Co Inc | 11,250 | $221.8 萬 | 0.03% | −1,578−12.3% | 減碼 |
| Independent Advisor Alliance | 11,279 | $222.4 萬 | 0.05% | −1,240−9.9% | 減碼 |
| Atria Investments LLC | 11,304 | $222.9 萬 | 0.03% | +933+9.0% | 加碼 |
| North Dakota State Investment Board | 11,379 | $224.3 萬 | 0.08% | +11,379 | 新進 |
| Profund Advisors LLC | 11,477 | $226.3 萬 | 0.07% | −640−5.3% | 減碼 |
| Malaga Cove Capital, LLC | 11,511 | $226.9 萬 | 0.79% | +27+0.2% | 加碼 |
| Generali Asset Management SPA SGR | 11,520 | $227.1 萬 | 0.05% | +10.0% | 加碼 |
| Marex Group plc | 11,603 | $228.8 萬 | 0.02% | +10,118+681.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 11,869 | $234.0 萬 | 0.00% | +923+8.4% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 11,901 | $234.6 萬 | 0.08% | +382+3.3% | 加碼 |
| Triasima Portfolio Management inc. | 12,052 | $237.6 萬 | 0.36% | −5,175−30.0% | 減碼 |
| West Michigan Advisors, LLC | 12,225 | $241.0 萬 | 0.55% | +626+5.4% | 加碼 |
| Colony Group, LLC | 12,249 | $241.5 萬 | 0.00% | −2,720−18.2% | 減碼 |
| Alps Advisors Inc | 12,434 | $245.1 萬 | 0.01% | −761−5.8% | 減碼 |
| Osbon Capital Management LLC | 12,456 | $245.6 萬 | 2.30% | +12,456 | 新進 |
| Interval Partners, LP | 12,548 | $247.4 萬 | 0.06% | −17,452−58.2% | 減碼 |
| Optiver Holding B.V. | 12,767 | $251.7 萬 | 0.05% | +12,767 | 新進 |
| AG2R la Mondiale Gestion D'Actifs | 12,941 | $255.1 萬 | 0.11% | +966+8.1% | 加碼 |
| National Bank of Canada | 13,040 | $256.9 萬 | 0.00% | −131,178−91.0% | 減碼 |
| Park Avenue Securities LLC | 13,058 | $257.4 萬 | 0.02% | −62−0.5% | 減碼 |
| M&T Bank Corp | 13,122 | $258.7 萬 | 0.01% | +2,590+24.6% | 加碼 |
| Grandview Asset Management LLC | 13,309 | $262.4 萬 | 0.72% | −297−2.2% | 減碼 |
| Amitell Capital Pte Ltd | 13,341 | $263.0 萬 | 2.94% | +1,447+12.2% | 加碼 |