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 |
|---|---|---|---|---|---|
| Wim Investment Management Ltd | 227,749 | $4,490 萬 | 11.60% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 220,158 | $4,418 萬 | 0.12% | +616+0.3% | 加碼 |
| Millennium Management LLC | 215,369 | $4,246 萬 | 0.03% | +180,102+510.7% | 加碼 |
| Danske Bank A/S | 213,093 | $4,201 萬 | 0.10% | +13,754+6.9% | 加碼 |
| Korea Investment CORP | 212,384 | $4,187 萬 | 0.08% | +55,656+35.5% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 210,090 | $4,142 萬 | 0.27% | −12,228−5.5% | 減碼 |
| HSBC Holdings PLC | 206,915 | $4,089 萬 | 0.02% | −87,933−29.8% | 減碼 |
| Qube Research & Technologies Ltd | 199,064 | $3,925 萬 | 0.06% | −216,330−52.1% | 減碼 |
| Blair William & Co | 197,860 | $3,901 萬 | 0.10% | −4,274−2.1% | 減碼 |
| Alliancebernstein L.P. | 197,714 | $3,898 萬 | 0.01% | −71,824−26.6% | 減碼 |
| Jupiter Asset Management Ltd | 197,710 | $3,898 萬 | 0.31% | +188,226+1,984.7% | 加碼 |
| Russell Investments Group, Ltd. | 197,051 | $3,888 萬 | 0.04% | +14,570+8.0% | 加碼 |
| Schroder Investment Management Group | 191,515 | $3,823 萬 | 0.03% | +23,209+13.8% | 加碼 |
| Mariner, LLC | 189,960 | $3,745 萬 | 0.04% | +108,541+133.3% | 加碼 |
| Mizuho Markets Americas LLC | 189,751 | $3,741 萬 | 0.80% | −12,965−6.4% | 減碼 |
| Defiance ETFs, LLC | 187,106 | $3,735 萬 | 1.22% | +187,106 | 新進 |
| Tremblant Capital Group | 187,125 | $3,689 萬 | 0.94% | +187,125 | 新進 |
| Pinebridge Investments LLC | 183,827 | $3,624 萬 | 0.27% | +183,827 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 177,902 | $3,500 萬 | 0.06% | +7,716+4.5% | 加碼 |
| Handelsbanken Fonder AB | 177,130 | $3,492 萬 | 0.11% | −29,729−14.4% | 減碼 |
| Exor Capital LLP | 175,635 | $3,463 萬 | 0.61% | +175,635 | 新進 |
| Standard Life Aberdeen plc | 173,037 | $3,411 萬 | 0.05% | −1,464−0.8% | 減碼 |
| Susquehanna International Group, LLP | 168,141 | $3,315 萬 | 0.05% | +109,342+186.0% | 加碼 |
| Frontier Capital Management Co LLC | 168,012 | $3,312 萬 | 0.35% | −137,962−45.1% | 減碼 |
| 12 West Capital Management LP | 165,000 | $3,253 萬 | 3.87% | 00.0% | 不變 |
| Mizuho Markets Cayman LP | 160,000 | $3,154 萬 | 1.59% | +160,000 | 新進 |
| New York State Common Retirement Fund | 157,828 | $3,112 萬 | 0.04% | +2,500+1.6% | 加碼 |
| State of Wisconsin Investment Board | 157,682 | $3,109 萬 | 0.07% | −5,575−3.4% | 減碼 |
| Royal London Asset Management Ltd | 156,283 | $3,081 萬 | 0.06% | −897−0.6% | 減碼 |
| Kames Capital plc | 155,006 | $3,056 萬 | 0.36% | −2,482−1.6% | 減碼 |
| SG Americas Securities, LLC | 150,300 | $2,963 萬 | 0.04% | +133,999+822.0% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 148,907 | $2,936 萬 | 1.38% | +121+0.1% | 加碼 |
| PFA Pension, Forsikringsaktieselskab | 146,565 | $2,926 萬 | 0.08% | +146,565 | 新進 |
| APG Asset Management N.V. | 166,642 | $2,797 萬 | 0.08% | −7,258−4.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 140,551 | $2,771 萬 | 0.21% | −27,388−16.3% | 減碼 |
| Capital International Ltd | 140,154 | $2,763 萬 | 0.97% | −6,567−4.5% | 減碼 |
| Principal Financial Group Inc | 139,370 | $2,748 萬 | 0.01% | −83,866−37.6% | 減碼 |
| Carnegie Capital Asset Management, LLC | 134,784 | $2,657 萬 | 0.49% | −18,249−11.9% | 減碼 |
| Treasurer of the State of North Carolina | 131,354 | $2,590 萬 | 0.08% | −7,389−5.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 130,460 | $2,583 萬 | 0.54% | +26,274+25.2% | 加碼 |
| Select Equity Group, L.P. | 130,773 | $2,578 萬 | 0.12% | −192,952−59.6% | 減碼 |
| Renaissance Technologies LLC | 130,400 | $2,571 萬 | 0.04% | −198,100−60.3% | 減碼 |
| Parnassus Investments | 126,935 | $2,503 萬 | 0.06% | −2,634−2.0% | 減碼 |
| Capital International Inc | 125,597 | $2,476 萬 | 0.19% | −17,053−12.0% | 減碼 |
| Fiera Capital Corp | 123,414 | $2,433 萬 | 0.08% | +31,298+34.0% | 加碼 |
| Ensign Peak Advisors, Inc | 121,748 | $2,400 萬 | 0.04% | −92,684−43.2% | 減碼 |
| Hartline Investment Corp | 121,122 | $2,388 萬 | 2.58% | −30,042−19.9% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 119,802 | $2,362 萬 | 0.15% | +3,002+2.6% | 加碼 |
| Bank of Nova Scotia | 119,046 | $2,347 萬 | 0.03% | +2,050+1.8% | 加碼 |
| Swedbank AB | 116,309 | $2,293 萬 | 0.02% | +72,431+165.1% | 加碼 |
| Stifel Financial Corp | 115,809 | $2,283 萬 | 0.02% | +13,656+13.4% | 加碼 |
| Woodline Partners LP | 115,784 | $2,283 萬 | 0.09% | −67,422−36.8% | 減碼 |
| Tudor Investment Corp Et Al | 114,116 | $2,250 萬 | 0.12% | +114,116 | 新進 |
| KLP Kapitalforvaltning AS | 113,300 | $2,234 萬 | 0.09% | +600+0.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 112,833 | $2,225 萬 | 0.02% | +112,833 | 新進 |
| Liontrust Investment Partners LLP | 112,029 | $2,209 萬 | 0.33% | −4,570−3.9% | 減碼 |
| Toroso Investments, LLC | 111,137 | $2,191 萬 | 0.09% | +46,378+71.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 107,741 | $2,124 萬 | 0.08% | −929−0.9% | 減碼 |
| Schonfeld Strategic Advisors LLC | 107,509 | $2,120 萬 | 0.11% | +107,509 | 新進 |
| NZS Capital, LLC | 106,537 | $2,100 萬 | 0.64% | +784+0.7% | 加碼 |
| Forsta Ap-Fonden | 106,100 | $2,092 萬 | 0.12% | +39,100+58.4% | 加碼 |
| Parkwood LLC | 106,014 | $2,090 萬 | 1.78% | +18,264+20.8% | 加碼 |
| Ci Investments Inc. | 103,834 | $2,047 萬 | 0.09% | +29,927+40.5% | 加碼 |
| Erste Asset Management GmbH | 100,272 | $1,984 萬 | 0.17% | −11,626−10.4% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 99,632 | $1,964 萬 | 0.10% | +1,099+1.1% | 加碼 |
| Picton Mahoney Asset Management | 94,382 | $1,861 萬 | 0.20% | −7,127−7.0% | 減碼 |
| Public Employees Retirement System of Ohio | 94,360 | $1,860 萬 | 0.06% | −25,615−21.4% | 減碼 |
| RPG Investment Advisory, LLC | 94,024 | $1,854 萬 | 2.10% | +888+1.0% | 加碼 |
| Vontobel Holding Ltd. | 92,991 | $1,833 萬 | 0.06% | −7,777−7.7% | 減碼 |
| Resona Asset Management Co.,Ltd. | 91,145 | $1,802 萬 | 0.09% | −3,040−3.2% | 減碼 |
| Walleye Trading LLC | 90,221 | $1,779 萬 | 0.29% | −4,974−5.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 90,111 | $1,777 萬 | 0.04% | −17,653−16.4% | 減碼 |
| Gotham Asset Management, LLC | 88,290 | $1,741 萬 | 0.06% | +5,502+6.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 87,593 | $1,727 萬 | 0.05% | −3,323−3.7% | 減碼 |
| Captrust Financial Advisors | 87,529 | $1,726 萬 | 0.03% | +12,109+16.1% | 加碼 |
| Arizona State Retirement System | 87,495 | $1,725 萬 | 0.09% | −4,144−4.5% | 減碼 |
| RMB Capital Management, LLC | 87,370 | $1,723 萬 | 0.30% | −2,731−3.0% | 減碼 |
| HighTower Advisors, LLC | 85,892 | $1,693 萬 | 0.02% | −165−0.2% | 減碼 |
| DnB Asset Management AS | 84,301 | $1,662 萬 | 0.06% | −9,341−10.0% | 減碼 |
| Private Advisory Group LLC | 83,886 | $1,654 萬 | 1.30% | +30,406+56.9% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 83,878 | $1,654 萬 | 2.23% | +25,046+42.6% | 加碼 |
| TD Asset Management Inc | 83,467 | $1,646 萬 | 0.01% | +2,994+3.7% | 加碼 |
| Cetera Investment Advisers | 82,413 | $1,625 萬 | 0.02% | −6,006−6.8% | 減碼 |
| Baker Chad R | 81,290 | $1,623 萬 | 2.91% | −150.0% | 減碼 |
| Advisor Group Holdings, Inc. | 79,986 | $1,577 萬 | 0.02% | −27,754−25.8% | 減碼 |
| Sentinel Trust Co Lba | 77,918 | $1,536 萬 | 1.51% | −2,800−3.5% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 77,695 | $1,532 萬 | 0.06% | +14,636+23.2% | 加碼 |
| Union Bancaire Privee, UBP SA | 83,641 | $1,508 萬 | 0.25% | +30,463+57.3% | 加碼 |
| Avalon Global Asset Management LLC | 75,400 | $1,487 萬 | 3.30% | 00.0% | 不變 |
| Quantinno Capital Management LP | 74,951 | $1,478 萬 | 0.03% | +8,512+12.8% | 加碼 |
| Truist Financial Corp | 74,302 | $1,465 萬 | 0.02% | −6,760−8.3% | 減碼 |
| MUFG Securities EMEA plc | 73,514 | $1,449 萬 | 0.17% | +73,514 | 新進 |
| Allianz Asset Management GmbH | 73,178 | $1,443 萬 | 0.02% | +7,996+12.3% | 加碼 |
| La Banque Postale Asset Management SA | 73,150 | $1,442 萬 | 0.17% | +28,904+65.3% | 加碼 |
| Davis-Rea Ltd. | 71,576 | $1,411 萬 | 3.53% | +10,303+16.8% | 加碼 |
| Creative Planning | 70,259 | $1,385 萬 | 0.01% | −346−0.5% | 減碼 |
| Silvant Capital Management LLC | 70,044 | $1,381 萬 | 0.47% | +5,067+7.8% | 加碼 |
| Jump Financial, LLC | 69,040 | $1,361 萬 | 0.17% | +69,040 | 新進 |
| Meridiem Capital Partners LP | 68,634 | $1,353 萬 | 0.85% | +68,634 | 新進 |
| Twinbeech Capital LP | 67,825 | $1,337 萬 | 0.95% | +67,825 | 新進 |