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 |
|---|---|---|---|---|---|
| Cushing Asset Management, LP | 30,000 | $591.5 萬 | 0.34% | 00.0% | 不變 |
| Brown Advisory Inc | 30,263 | $596.6 萬 | 0.01% | +5,336+21.4% | 加碼 |
| Macquarie Group Ltd | 30,274 | $596.9 萬 | 0.03% | −836,103−96.5% | 減碼 |
| Premier Fund Managers Ltd | 30,202 | $602.9 萬 | 0.35% | −14,998−33.2% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 30,683 | $604.9 萬 | 0.98% | −1,041−3.3% | 減碼 |
| Cerity Partners LLC | 30,701 | $605.3 萬 | 0.01% | −2,835−8.5% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,732 | $605.9 萬 | 0.05% | 00.0% | 不變 |
| Cypress Point Investment Management LP | 31,079 | $613.0 萬 | 1.32% | +31,079 | 新進 |
| Foundations Investment Advisors, LLC | 32,044 | $631.7 萬 | 0.08% | +8,075+33.7% | 加碼 |
| Lido Advisors, LLC | 30,845 | $636.6 萬 | 0.03% | +621+2.1% | 加碼 |
| Walleye Capital LLC | 32,555 | $641.8 萬 | 0.04% | +29,518+971.9% | 加碼 |
| Motley Fool Asset Management LLC | 32,638 | $643.5 萬 | 0.25% | +8,586+35.7% | 加碼 |
| Fifth Third Wealth Advisors LLC | 33,139 | $653.3 萬 | 0.23% | +50.0% | 加碼 |
| US Bancorp | 33,403 | $658.5 萬 | 0.01% | −2,252−6.3% | 減碼 |
| Hantz Financial Services, Inc. | 33,539 | $661.2 萬 | 0.10% | −8,158−19.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 34,061 | $671.5 萬 | 0.02% | +3,857+12.8% | 加碼 |
| Soltis Investment Advisors LLC | 34,166 | $673.6 萬 | 0.44% | +2,176+6.8% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 34,869 | $687.4 萬 | 0.04% | −1,332−3.7% | 減碼 |
| Employees Retirement System of Texas | 35,223 | $694.4 萬 | 0.06% | −7,739−18.0% | 減碼 |
| Janus Henderson Group PLC | 35,335 | $696.6 萬 | 0.00% | +11,363+47.4% | 加碼 |
| OP Asset Management Ltd | 35,471 | $699.3 萬 | 0.08% | +1,635+4.8% | 加碼 |
| Ieq Capital, LLC | 35,561 | $701.1 萬 | 0.02% | −11,921−25.1% | 減碼 |
| Sanctuary Advisors, LLC | 35,564 | $701.1 萬 | 0.04% | +4,251+13.6% | 加碼 |
| Wealthfront Advisers LLC | 35,938 | $708.5 萬 | 0.02% | +674+1.9% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 36,229 | $714.3 萬 | 0.06% | −26,771−42.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 36,872 | $730.1 萬 | 0.01% | −381−1.0% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 37,072 | $734.8 萬 | 0.02% | +27,202+275.6% | 加碼 |
| Simplex Trading, LLC | 37,976 | $748.7 萬 | 0.21% | +13,720+56.6% | 加碼 |
| Jefferies Financial Group Inc. | 38,255 | $754.2 萬 | 0.06% | +35,173+1,141.2% | 加碼 |
| Voleon Capital Management LP | 38,690 | $762.8 萬 | 0.16% | +19,888+105.8% | 加碼 |
| Ethic Inc. | 38,982 | $768.5 萬 | 0.12% | +609+1.6% | 加碼 |
| Ambassador Advisors, LLC | 39,732 | $783.3 萬 | 1.15% | −176−0.4% | 減碼 |
| Nissay Asset Management Corp | 40,005 | $788.7 萬 | 0.04% | +788+2.0% | 加碼 |
| Jackson Square Capital, LLC | 40,202 | $792.6 萬 | 1.57% | +463+1.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 40,533 | $799.1 萬 | 0.03% | +10,779+36.2% | 加碼 |
| Bridgewater Associates, LP | 40,897 | $806.3 萬 | 0.03% | +25,882+172.4% | 加碼 |
| Public Sector Pension Investment Board | 41,000 | $808.3 萬 | 0.03% | +41,000 | 新進 |
| Strategic Planning Group, LLC | 41,158 | $811.4 萬 | 1.04% | +2,601+6.7% | 加碼 |
| Main Management ETF Advisors, LLC | 42,281 | $833.6 萬 | 0.30% | +432+1.0% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 42,831 | $844.4 萬 | 0.01% | +6,162+16.8% | 加碼 |
| Pathstone Holdings, LLC | 43,099 | $849.7 萬 | 0.03% | −1,169−2.6% | 減碼 |
| Independent Financial Group, LLC | 44,001 | $867.5 萬 | 0.19% | −2,570−5.5% | 減碼 |
| Bearing Point Capital, LLC | 44,539 | $878.1 萬 | 1.37% | +4,469+11.2% | 加碼 |
| Capelight Capital Asset Management LP | 45,000 | $887.2 萬 | 8.79% | +45,000 | 新進 |
| Nordea Investment Management AB | 45,032 | $898.9 萬 | 0.01% | +858+1.9% | 加碼 |
| LGT Group Foundation | 45,045 | $899.2 萬 | 0.10% | +1,020+2.3% | 加碼 |
| AIA Group Ltd | 45,882 | $904.6 萬 | 0.14% | −17,871−28.0% | 減碼 |
| Daiwa Securities Group Inc. | 46,716 | $921.0 萬 | 0.03% | +13,964+42.6% | 加碼 |
| JustInvest LLC | 47,371 | $933.9 萬 | 0.09% | −76−0.2% | 減碼 |
| Andra AP-fonden | 47,931 | $945.0 萬 | 0.12% | +8,134+20.4% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 48,000 | $946.3 萬 | 0.88% | 00.0% | 不變 |
| Police & Firemen's Retirement System of New Jersey | 48,308 | $952.4 萬 | 0.08% | −1,407−2.8% | 減碼 |
| Natixis Advisors, L.P. | 48,740 | $960.9 萬 | 0.01% | +10,294+26.8% | 加碼 |
| Slow Capital, Inc. | 48,985 | $965.7 萬 | 1.15% | −1,870−3.7% | 減碼 |
| Archon Partners LLC | 50,000 | $985.8 萬 | 1.03% | −5,000−9.1% | 減碼 |
| Toronto Dominion Bank | 50,136 | $988.4 萬 | 0.02% | −40,360−44.6% | 減碼 |
| Empowered Funds, LLC | 50,447 | $994.6 萬 | 0.17% | +9,753+24.0% | 加碼 |
| Quantbot Technologies LP | 51,083 | $1,007 萬 | 0.33% | +51,083 | 新進 |
| Utah Retirement Systems | 51,245 | $1,010 萬 | 0.10% | +250+0.5% | 加碼 |
| Lyell Wealth Management, LP | 52,369 | $1,032 萬 | 0.75% | +253+0.5% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 52,374 | $1,033 萬 | 0.09% | +52,374 | 新進 |
| Glynn Capital Management LLC | 52,682 | $1,039 萬 | 3.57% | −18,581−26.1% | 減碼 |
| Exchange Traded Concepts, LLC | 52,788 | $1,041 萬 | 0.09% | +5,731+12.2% | 加碼 |
| Verition Fund Management LLC | 53,292 | $1,051 萬 | 0.06% | +31,702+146.8% | 加碼 |
| USS Investment Management Ltd | 53,654 | $1,058 萬 | 0.05% | −84−0.2% | 減碼 |
| AMJ Financial Wealth Management | 54,813 | $1,081 萬 | 2.60% | +144+0.3% | 加碼 |
| Eurizon Capital SGR S.p.A. | 54,867 | $1,082 萬 | 0.03% | +54,867 | 新進 |
| Atika Capital Management LLC | 54,900 | $1,082 萬 | 1.51% | −43,110−44.0% | 減碼 |
| British Columbia Investment Management Corp | 55,519 | $1,095 萬 | 0.06% | +10,880+24.4% | 加碼 |
| Cookson Peirce & Co Inc | 56,014 | $1,104 萬 | 0.46% | +56,014 | 新進 |
| Teacher Retirement System of Texas | 56,286 | $1,110 萬 | 0.04% | +15,620+38.4% | 加碼 |
| Commonwealth Equity Services, LLC | 56,317 | $1,110 萬 | 0.01% | −1,063−1.9% | 減碼 |
| Acadian Asset Management LLC | 57,220 | $1,127 萬 | 0.02% | +19,537+51.8% | 加碼 |
| QRG Capital Management, Inc. | 58,109 | $1,146 萬 | 0.13% | +6,201+11.9% | 加碼 |
| Varma Mutual Pension Insurance Co | 58,480 | $1,153 萬 | 0.07% | −1,420−2.4% | 減碼 |
| Davy Global Fund Management Ltd | 59,478 | $1,173 萬 | 0.81% | −1,507−2.5% | 減碼 |
| Manchester Global Management (UK) Ltd | 59,510 | $1,173 萬 | 1.58% | −4,490−7.0% | 減碼 |
| Assetmark, Inc | 61,113 | $1,205 萬 | 0.02% | +10,121+19.8% | 加碼 |
| IFM Investors Pty Ltd | 61,363 | $1,210 萬 | 0.10% | +1,859+3.1% | 加碼 |
| Candriam Luxembourg S.C.A. | 63,086 | $1,244 萬 | 0.06% | +675+1.1% | 加碼 |
| IMC-Chicago, LLC | 63,835 | $1,259 萬 | 0.22% | +63,835 | 新進 |
| MML Investors Services, LLC | 64,168 | $1,265 萬 | 0.03% | +95+0.1% | 加碼 |
| Teamwork Financial Advisors, LLC | 64,248 | $1,267 萬 | 1.35% | +62,104+2,896.6% | 加碼 |
| M&G Plc | 64,787 | $1,276 萬 | 0.07% | +5,575+9.4% | 加碼 |
| Group One Trading, L.P. | 65,036 | $1,282 萬 | 0.38% | +42,909+193.9% | 加碼 |
| Bank of Montreal | 65,141 | $1,284 萬 | 0.01% | −127,078−66.1% | 減碼 |
| Oak Ridge Investments LLC | 65,150 | $1,284 萬 | 0.78% | +5,360+9.0% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 65,728 | $1,296 萬 | 0.11% | −2,200−3.2% | 減碼 |
| EFG International AG | 66,415 | $1,309 萬 | 0.25% | +66,415 | 新進 |
| Xponance, Inc. | 66,601 | $1,313 萬 | 0.10% | +2,883+4.5% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 67,065 | $1,327 萬 | 0.09% | +4,512+7.2% | 加碼 |
| Twinbeech Capital LP | 67,825 | $1,337 萬 | 0.95% | +67,825 | 新進 |
| Meridiem Capital Partners LP | 68,634 | $1,353 萬 | 0.85% | +68,634 | 新進 |
| Jump Financial, LLC | 69,040 | $1,361 萬 | 0.17% | +69,040 | 新進 |
| Silvant Capital Management LLC | 70,044 | $1,381 萬 | 0.47% | +5,067+7.8% | 加碼 |
| Creative Planning | 70,259 | $1,385 萬 | 0.01% | −346−0.5% | 減碼 |
| Davis-Rea Ltd. | 71,576 | $1,411 萬 | 3.53% | +10,303+16.8% | 加碼 |
| La Banque Postale Asset Management SA | 73,150 | $1,442 萬 | 0.17% | +28,904+65.3% | 加碼 |
| Allianz Asset Management GmbH | 73,178 | $1,443 萬 | 0.02% | +7,996+12.3% | 加碼 |
| MUFG Securities EMEA plc | 73,514 | $1,449 萬 | 0.17% | +73,514 | 新進 |