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 |
|---|---|---|---|---|---|
| Dai-Ichi Life Insurance Company, Ltd | 13,457 | $265.3 萬 | 0.07% | +2,100+18.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 13,482 | $265.8 萬 | 0.00% | −5,693−29.7% | 減碼 |
| Rakuten Investment Management, Inc. | 13,254 | $266.0 萬 | 0.01% | −632,909−97.9% | 減碼 |
| Natixis | 13,562 | $267.4 萬 | 0.01% | −70,064−83.8% | 減碼 |
| Comerica Bank | 13,587 | $267.9 萬 | 0.01% | −44,386−76.6% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 13,800 | $272.1 萬 | 0.02% | −1,800−11.5% | 減碼 |
| Mutual of America Capital Management LLC | 13,857 | $273.2 萬 | 0.03% | +6,111+78.9% | 加碼 |
| Vident Advisory, LLC | 13,869 | $273.4 萬 | 0.03% | +1,143+9.0% | 加碼 |
| RDA Financial Network | 13,898 | $274.0 萬 | 0.66% | +251+1.8% | 加碼 |
| Coastal Investment Advisors, Inc. | 13,933 | $274.7 萬 | 0.90% | +422+3.1% | 加碼 |
| Intech Investment Management LLC | 13,938 | $274.8 萬 | 0.02% | +3,271+30.7% | 加碼 |
| Cannon Advisors, Inc. | 14,732 | $277.5 萬 | 1.96% | −1,352−8.4% | 減碼 |
| CIBC Asset Management Inc | 14,238 | $280.7 萬 | 0.01% | +1,183+9.1% | 加碼 |
| Livet Wealth, LLC | 14,481 | $285.5 萬 | 1.76% | +14,481 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 14,509 | $286.0 萬 | 0.02% | −1,662−10.3% | 減碼 |
| Goldstream Capital Management Ltd | 14,600 | $287.8 萬 | 1.18% | −7,578−34.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 14,669 | $289.2 萬 | 0.00% | −2,621−15.2% | 減碼 |
| Edgestream Partners, L.P. | 14,779 | $291.4 萬 | 0.08% | +14,779 | 新進 |
| Prudential PLC | 14,881 | $293.4 萬 | 0.02% | +113+0.8% | 加碼 |
| Hancock Whitney Corp | 15,062 | $296.9 萬 | 0.05% | −49−0.3% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 15,227 | $300.2 萬 | 0.48% | +803+5.6% | 加碼 |
| PDT Partners, LLC | 15,292 | $301.5 萬 | 0.20% | −600−3.8% | 減碼 |
| Optas, LLC | 15,298 | $301.6 萬 | 0.47% | +14,063+1,138.7% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 15,385 | $303.3 萬 | 0.03% | +348+2.3% | 加碼 |
| Maryland State Retirement & Pension System | 15,621 | $308.0 萬 | 0.06% | +400+2.6% | 加碼 |
| Taylor Frigon Capital Management LLC | 15,750 | $310.5 萬 | 1.57% | −267−1.7% | 減碼 |
| Abn Amro Investment Solutions | 15,803 | $311.6 萬 | 0.05% | +11,225+245.2% | 加碼 |
| GWM Advisors LLC | 15,850 | $312.5 萬 | 0.01% | −10,178−39.1% | 減碼 |
| Gulf International Bank (UK) Ltd | 15,898 | $313.4 萬 | 0.10% | 00.0% | 不變 |
| Entropy Technologies, LP | 15,988 | $315.2 萬 | 0.17% | +15,988 | 新進 |
| CWM, LLC | 16,123 | $317.9 萬 | 0.01% | +40.0% | 加碼 |
| Osmosis Investment Management UK Ltd | 16,181 | $319.0 萬 | 0.08% | +16,181 | 新進 |
| Independent Solutions Wealth Management, LLC | 16,242 | $320.2 萬 | 0.59% | −730−4.3% | 減碼 |
| Farther Finance Advisors, LLC | 16,388 | $323.1 萬 | 0.03% | +830+5.3% | 加碼 |
| Robocap Asset Management Ltd | 16,401 | $323.3 萬 | 2.89% | −7,760−32.1% | 減碼 |
| SWS Partners | 16,631 | $327.9 萬 | 0.79% | −75−0.4% | 減碼 |
| D.A. Davidson & Co. | 16,748 | $330.2 萬 | 0.02% | −385−2.2% | 減碼 |
| Knollwood Investment Advisory, LLC | 16,800 | $331.2 萬 | 0.31% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 17,060 | $336.3 萬 | 0.00% | +429+2.6% | 加碼 |
| Sterling Capital Management LLC | 17,390 | $342.8 萬 | 0.06% | +1,791+11.5% | 加碼 |
| Nwi Management LP | 18,000 | $354.9 萬 | 0.22% | 00.0% | 不變 |
| RFG Advisory, LLC | 18,766 | $370.0 萬 | 0.07% | −140−0.7% | 減碼 |
| TrueMark Investments, LLC | 19,005 | $374.7 萬 | 0.72% | −543−2.8% | 減碼 |
| Azzad Asset Management Inc | 19,083 | $376.2 萬 | 0.37% | +17+0.1% | 加碼 |
| Kentucky Retirement Systems | 19,375 | $382.0 萬 | 0.10% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 19,441 | $383.1 萬 | 0.01% | −3,932−16.8% | 減碼 |
| Meridian Wealth Management, LLC | 19,561 | $385.6 萬 | 0.14% | +12,775+188.3% | 加碼 |
| Summit Trail Advisors, LLC | 19,713 | $388.6 萬 | 0.07% | +481+2.5% | 加碼 |
| Occudo Quantitative Strategies LP | 19,853 | $391.4 萬 | 0.26% | +19,853 | 新進 |
| Intesa Sanpaolo S.p.A. | 19,626 | $391.8 萬 | 0.25% | +19,626 | 新進 |
| Oribel Capital Management, LP | 20,100 | $396.3 萬 | 0.39% | +11,400+131.0% | 加碼 |
| MetLife Investment Management | 20,248 | $399.2 萬 | 0.02% | +490+2.5% | 加碼 |
| Nicholas Investment Partners, LP | 20,472 | $403.6 萬 | 0.29% | 00.0% | 不變 |
| Affinity Wealth Management LLC | 20,753 | $409.1 萬 | 0.58% | +832+4.2% | 加碼 |
| Viking Fund Management LLC | 21,000 | $414.0 萬 | 0.48% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 21,167 | $417.3 萬 | 0.03% | −134−0.6% | 減碼 |
| Brinker Capital Investments, LLC | 21,297 | $419.9 萬 | 0.03% | +95+0.4% | 加碼 |
| Nia Impact Advisors, LLC | 21,392 | $421.7 萬 | 1.42% | +237+1.1% | 加碼 |
| Janney Montgomery Scott LLC | 21,732 | $428.4 萬 | 0.01% | −2,375−9.9% | 減碼 |
| Trexquant Investment LP | 21,879 | $431.3 萬 | 0.04% | +21,879 | 新進 |
| Warm Springs Advisors Inc. | 22,198 | $437.6 萬 | 3.39% | 00.0% | 不變 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 22,252 | $438.7 萬 | 0.20% | +22,252 | 新進 |
| TCG Advisory Services, LLC | 22,358 | $440.8 萬 | 0.12% | −276−1.2% | 減碼 |
| Numerai GP LLC | 22,867 | $450.8 萬 | 0.54% | +13,377+141.0% | 加碼 |
| ICONIQ Capital, LLC | 23,136 | $456.1 萬 | 0.07% | 00.0% | 不變 |
| Voloridge Investment Management, LLC | 23,516 | $463.6 萬 | 0.02% | +22,483+2,176.5% | 加碼 |
| Mackenzie Financial Corp | 23,381 | $465.8 萬 | 0.01% | +2,667+12.9% | 加碼 |
| Perigon Wealth Management, LLC | 23,889 | $471.0 萬 | 0.08% | −4,792−16.7% | 減碼 |
| Norden Group LLC | 24,036 | $473.9 萬 | 0.46% | −458−1.9% | 減碼 |
| Engineers Gate Manager LP | 24,073 | $474.6 萬 | 0.06% | −35,545−59.6% | 減碼 |
| Allstate Corp | 24,080 | $474.7 萬 | 0.06% | +12,436+106.8% | 加碼 |
| Newbridge Financial Services Group, Inc. | 24,364 | $480.3 萬 | 0.75% | +4,602+23.3% | 加碼 |
| Banque Cantonale Vaudoise | 24,384 | $480.7 萬 | 0.17% | −8,726−26.4% | 減碼 |
| Spire Wealth Management | 24,671 | $486.4 萬 | 0.16% | +3,856+18.5% | 加碼 |
| Commerce Bank | 25,100 | $494.8 萬 | 0.03% | −3,826−13.2% | 減碼 |
| Clear Harbor Asset Management, LLC | 25,367 | $500.1 萬 | 0.34% | −513−2.0% | 減碼 |
| CI Private Wealth, LLC | 25,449 | $501.4 萬 | 0.01% | +1,673+7.0% | 加碼 |
| Rockefeller Capital Management L.P. | 25,571 | $504.1 萬 | 0.01% | −6,229−19.6% | 減碼 |
| Evercore Wealth Management, LLC | 25,580 | $504.3 萬 | 0.07% | 00.0% | 不變 |
| Panagora Asset Management Inc | 25,825 | $509.1 萬 | 0.02% | +24,039+1,346.0% | 加碼 |
| Swiss Life Asset Management Ltd | 25,858 | $509.8 萬 | 0.03% | −2,851−9.9% | 減碼 |
| Nisa Investment Advisors, LLC | 25,933 | $511.3 萬 | 0.02% | +3,658+16.4% | 加碼 |
| Y.D. More Investments Ltd | 26,007 | $512.8 萬 | 0.25% | −1,587−5.8% | 減碼 |
| Kestra Advisory Services, LLC | 26,057 | $513.7 萬 | 0.02% | +228+0.9% | 加碼 |
| Amalgamated Bank | 26,649 | $525.4 萬 | 0.04% | +1,764+7.1% | 加碼 |
| Mercer Global Advisors Inc | 26,768 | $527.7 萬 | 0.01% | +313+1.2% | 加碼 |
| Alberta Investment Management Corp | 26,900 | $530.3 萬 | 0.03% | +26,900 | 新進 |
| Lountzis Asset Management, LLC | 26,948 | $531.3 萬 | 1.89% | −1,609−5.6% | 減碼 |
| Tiaa Trust, National Association | 27,488 | $541.9 萬 | 0.01% | −1,883−6.4% | 減碼 |
| DekaBank Deutsche Girozentrale | 55,984 | $546.6 萬 | 0.01% | 00.0% | 不變 |
| KP Management LLC | 27,786 | $547.8 萬 | 1.71% | 00.0% | 不變 |
| Jasper Ridge Partners, L.P. | 27,835 | $548.8 萬 | 0.12% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 27,863 | $549.3 萬 | 0.07% | +8,133+41.2% | 加碼 |
| Thrivent Financial for Lutherans | 28,114 | $554.3 萬 | 0.01% | +28,114 | 新進 |
| Holocene Advisors, LP | 28,412 | $560.1 萬 | 0.01% | +28,412 | 新進 |
| ASR Vermogensbeheer N.V. | 28,637 | $564.6 萬 | 0.07% | +3,196+12.6% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 28,942 | $570.6 萬 | 0.03% | −5,073−14.9% | 減碼 |
| VMS Asset Management Limited | 29,060 | $572.9 萬 | 2.21% | +29,060 | 新進 |
| Spear Advisors LLC | 29,640 | $584.4 萬 | 4.10% | +29,640 | 新進 |
| Sepio Capital, LP | 29,924 | $590.0 萬 | 0.32% | +648+2.2% | 加碼 |