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 1,272 家機構在 13F 申報持有，市值合計 $785.1 億；方舟投資、橡樹資本等 3 位大師持有。
2026 年第 1 季 13F 持有人
Cloudflare, Inc. 在 2026/3/31 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
- 1,160
- 較 2025 年第 4 季 +66 家
- 持有股數
- 3.25 億
- 較 2025 年第 4 季 +1,610 萬 (+5.2%)
- 總市值
- $585.1 億
- 較 2025 年第 4 季 +$86.1 億 (+17.3%)
- 新進機構
- 188
- 另有 484 家加碼
- 清倉機構
- 122
- 另有 343 家減碼
另有 13 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 | 1,272 | $785.1 億 |
| 2026 年第 1 季 | 1,160 | $585.1 億 |
| 2025 年第 4 季 | 1,107 | $564.0 億 |
| 2025 年第 3 季 | 1,056 | $629.9 億 |
| 2025 年第 2 季 | 968 | $561.7 億 |
| 2025 年第 1 季 | 891 | $316.0 億 |
| 2024 年第 4 季 | 795 | $296.8 億 |
| 2024 年第 3 季 | 706 | $219.8 億 |
| 2024 年第 2 季 | 680 | $224.0 億 |
| 2024 年第 1 季 | 730 | $308.8 億 |
| 2023 年第 4 季 | 701 | $244.1 億 |
| 2023 年第 3 季 | 603 | $214.8 億 |
| 2023 年第 2 季 | 587 | $206.0 億 |
| 2023 年第 1 季 | 598 | $198.5 億 |
| 2022 年第 4 季 | 573 | $119.0 億 |
| 2022 年第 3 季 | 588 | $141.4 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital World Investors | 22,735,569 | $46.9 億 | 0.64% | −13,089,948−36.5% | 減碼 |
| BlackRock, Inc. | 21,094,282 | $43.8 億 | 0.08% | −1,559,172−6.9% | 減碼 |
| Vanguard Portfolio Management LLC | 16,039,889 | $33.1 億 | 0.17% | +16,039,889 | 新進 |
| Baillie Gifford & Co | 15,924,423 | $32.9 億 | 3.36% | −899,524−5.3% | 減碼 |
| Morgan Stanley | 15,883,321 | $32.8 億 | 0.20% | −2,125,924−11.8% | 減碼 |
| Vanguard Capital Management LLC | 13,716,196 | $28.3 億 | 0.07% | +13,716,196 | 新進 |
| FMR LLC | 13,560,451 | $28.2 億 | 0.15% | +809,952+6.4% | 加碼 |
| Capital International Investors | 10,893,165 | $22.5 億 | 0.53% | +10,893,165 | 新進 |
| State Street Corp | 7,178,719 | $15.1 億 | 0.05% | +189,730+2.7% | 加碼 |
| Geode Capital Management, LLC | 5,993,429 | $12.3 億 | 0.08% | −24,746−0.4% | 減碼 |
| JPMorgan Chase & Co | 5,902,745 | $11.5 億 | 0.08% | −7,704,361−56.6% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,502,762 | $9.44 億 | 0.86% | +3,791,521+533.1% | 加碼 |
| Voya Investment Management LLC | 2,881,137 | $9.35 億 | 0.97% | +586,575+25.6% | 加碼 |
| Jennison Associates LLC | 4,394,484 | $9.07 億 | 0.62% | +2,530,872+135.8% | 加碼 |
| Wellington Management Group LLP | 4,010,830 | $8.29 億 | 0.15% | +2,303,816+135.0% | 加碼 |
| First Trust Advisors LP | 3,774,026 | $7.79 億 | 0.56% | −245,131−6.1% | 減碼 |
| Franklin Resources Inc | 3,350,775 | $7.66 億 | 0.19% | −224,936−6.3% | 減碼 |
| Sands Capital Management, LLC | 3,661,749 | $7.56 億 | 2.96% | −69,538−1.9% | 減碼 |
| American Century Companies Inc | 3,627,255 | $7.48 億 | 0.39% | +452,846+14.3% | 加碼 |
| Invesco Ltd. | 3,113,525 | $6.42 億 | 0.06% | −587,171−15.9% | 減碼 |
| Two Sigma Investments, LP | 2,819,837 | $6.10 億 | 0.51% | +1,562,239+124.2% | 加碼 |
| Legal & General Group Plc | 2,954,174 | $6.10 億 | 0.14% | +129,402+4.6% | 加碼 |
| UBS Asset Management Americas Inc | 2,544,043 | $5.25 億 | 0.11% | +80,201+3.3% | 加碼 |
| Goldman Sachs Group Inc | 2,452,366 | $5.07 億 | 0.07% | +118,307+5.1% | 加碼 |
| Bank of America Corp | 2,067,683 | $4.27 億 | 0.03% | −217,687−9.5% | 減碼 |
| Vanguard Fiduciary Trust Co | 2,002,147 | $4.13 億 | 0.10% | +2,002,147 | 新進 |
| Northern Trust Corp | 2,001,301 | $4.13 億 | 0.05% | +29,706+1.5% | 加碼 |
| Citadel Advisors LLC | 1,941,142 | $4.01 億 | 0.28% | +1,584,523+444.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,287,246 | $3.81 億 | 0.30% | +1,174,413+1,040.8% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 1,778,168 | $3.67 億 | 4.40% | +23,707+1.4% | 加碼 |
| Amundi | 1,707,256 | $3.52 億 | 0.10% | +375,804+28.2% | 加碼 |
| Jane Street Group, LLC | 1,596,439 | $3.38 億 | 0.36% | +1,081,299+209.9% | 加碼 |
| Royal Bank of Canada | 1,607,668 | $3.34 億 | 0.06% | −105,998−6.2% | 減碼 |
| Charles Schwab Investment Management Inc | 1,612,450 | $3.33 億 | 0.05% | +81,230+5.3% | 加碼 |
| Deutsche Bank AG | 1,576,501 | $3.25 億 | 0.11% | −12,090−0.8% | 減碼 |
| Massachusetts Financial Services Co | 1,467,110 | $3.03 億 | 0.10% | −172,551−10.5% | 減碼 |
| Price T Rowe Associates Inc | 1,394,868 | $2.88 億 | 0.03% | +360,188+34.8% | 加碼 |
| Pictet Asset Management Holding SA | 1,381,985 | $2.85 億 | 0.30% | +206,506+17.6% | 加碼 |
| UBS Group AG | 1,258,398 | $2.60 億 | 0.05% | +375,491+42.5% | 加碼 |
| 1832 Asset Management L.P. | 1,212,900 | $2.50 億 | 0.33% | +65,000+5.7% | 加碼 |
| Polar Capital Holdings Plc | 1,164,084 | $2.40 億 | 1.05% | +233,718+25.1% | 加碼 |
| Strategy Capital LLC | 1,138,617 | $2.35 億 | 19.21% | +96,518+9.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,074,397 | $2.22 億 | 0.14% | −51,205−4.5% | 減碼 |
| Bank of New York Mellon Corp | 2,244,041 | $2.17 億 | 0.04% | +986,776+78.5% | 加碼 |
| Lord, Abbett & Co. LLC | 992,060 | $2.16 億 | 0.70% | +71,463+7.8% | 加碼 |
| Marshall Wace, LLP | 986,607 | $2.04 億 | 0.22% | +295,860+42.8% | 加碼 |
| National Pension Service | 944,441 | $1.95 億 | 0.15% | −3,562−0.4% | 減碼 |
| Swedbank AB | 927,606 | $1.91 億 | 0.20% | +811,297+697.5% | 加碼 |
| Swiss National Bank | 927,200 | $1.91 億 | 0.11% | +69,800+8.1% | 加碼 |
| Raymond James Financial Inc | 940,847 | $1.87 億 | 0.06% | −89,703−8.7% | 減碼 |
| AQR Capital Management LLC | 907,388 | $1.80 億 | 0.08% | +294,702+48.1% | 加碼 |
| Select Equity Group, L.P. | 854,924 | $1.76 億 | 0.94% | +724,151+553.7% | 加碼 |
| Citigroup Inc | 805,193 | $1.70 億 | 0.11% | −2,210−0.3% | 減碼 |
| Nuveen, LLC | 735,908 | $1.52 億 | 0.04% | +10,900+1.5% | 加碼 |
| Penserra Capital Management LLC | 728,648 | $1.50 億 | 1.76% | +13,271+1.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 553,157 | $1.42 億 | 0.09% | +8,213+1.5% | 加碼 |
| Nomura Asset Management International Inc. | 674,748 | $1.42 億 | 0.24% | −96,888−12.6% | 減碼 |
| Artisan Partners Limited Partnership | 668,158 | $1.38 億 | 0.22% | +79,560+13.5% | 加碼 |
| Wells Fargo & Company | 616,121 | $1.29 億 | 0.03% | −157,879−20.4% | 減碼 |
| Squarepoint Ops LLC | 581,691 | $1.20 億 | 0.26% | −944,887−61.9% | 減碼 |
| HSBC Holdings PLC | 581,821 | $1.19 億 | 0.07% | +167,991+40.6% | 加碼 |
| Ameriprise Financial Inc | 564,120 | $1.16 億 | 0.03% | −84,914−13.1% | 減碼 |
| Vanguard Asset Management, Ltd | 541,958 | $1.12 億 | 0.10% | +541,958 | 新進 |
| Westfield Capital Management Co LP | 541,566 | $1.12 億 | 0.47% | +22,091+4.3% | 加碼 |
| Fred Alger Management, LLC | 538,062 | $1.11 億 | 0.49% | +99,537+22.7% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 536,384 | $1.11 億 | 0.33% | +131,669+32.5% | 加碼 |
| Capstone Investment Advisors, LLC | – | $1.07 億 | 0.88% | – | – |
| Mitsubishi UFJ Trust & Banking Corp | 511,468 | $1.06 億 | 0.26% | +21,923+4.5% | 加碼 |
| Neuberger Berman Group LLC | 506,756 | $1.05 億 | 0.08% | −45,910−8.3% | 減碼 |
| CIBC Bancorp USA Inc. | 494,899 | $1.02 億 | 0.14% | +494,899 | 新進 |
| California State Teachers Retirement System | 465,859 | $9,613 萬 | 0.10% | −6,544−1.4% | 減碼 |
| Balyasny Asset Management LLC | 350,237 | $9,573 萬 | 0.19% | +87,539+33.3% | 加碼 |
| Bamco Inc | 457,324 | $9,436 萬 | 0.28% | +47,720+11.7% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,872,773 | $9,164 萬 | 0.11% | +97,115+1.4% | 加碼 |
| Barclays PLC | 441,519 | $9,135 萬 | 0.03% | +204,484+86.3% | 加碼 |
| Mariner, LLC | 433,957 | $8,952 萬 | 0.10% | +243,997+128.4% | 加碼 |
| Point72 Asset Management, L.P. | 428,984 | $8,852 萬 | 0.15% | +428,984 | 新進 |
| Woodline Partners LP | 419,492 | $8,656 萬 | 0.33% | +303,708+262.3% | 加碼 |
| Nikko Asset Management Americas, Inc. | 419,086 | $8,647 萬 | 1.22% | −33,017−7.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 411,076 | $8,445 萬 | 0.14% | +3,343+0.8% | 加碼 |
| Credit Agricole S A | 403,181 | $8,319 萬 | 0.27% | −33,150−7.6% | 減碼 |
| Peregrine Capital Management LLC | 401,849 | $8,292 萬 | 3.08% | −26,482−6.2% | 減碼 |
| DeepCurrents Investment Group LLC | – | $8,277 萬 | 3.40% | – | – |
| Rhumbline Advisers | 398,589 | $8,224 萬 | 0.07% | −1,598−0.4% | 減碼 |
| Steelhead Partners LLC | – | $8,218 萬 | 5.91% | – | – |
| Millennium Management LLC | 223,047 | $8,120 萬 | 0.06% | +7,678+3.6% | 加碼 |
| California Public Employees Retirement System | 391,272 | $8,074 萬 | 0.05% | −137,675−26.0% | 減碼 |
| Victory Capital Management Inc | 384,775 | $7,939 萬 | 0.05% | −7,035−1.8% | 減碼 |
| SEI Investments Co | 383,521 | $7,914 萬 | 0.07% | +41,137+12.0% | 加碼 |
| Bessemer Group Inc | 364,155 | $7,514 萬 | 0.12% | +5,474+1.5% | 加碼 |
| Susquehanna International Group, LLP | 363,290 | $7,496 萬 | 0.10% | +195,149+116.1% | 加碼 |
| Whittier Trust Co | 340,968 | $7,221 萬 | 0.81% | +28,723+9.2% | 加碼 |
| Walleye Capital LLC | 107,007 | $7,191 萬 | 0.44% | +74,452+228.7% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 344,503 | $7,108 萬 | 0.05% | +36,349+11.8% | 加碼 |
| Allen Investment Management LLC | 343,045 | $7,078 萬 | 0.88% | −120,872−26.1% | 減碼 |
| Dimensional Fund Advisors LP | 336,934 | $6,948 萬 | 0.01% | +2,377+0.7% | 加碼 |
| KBC Group NV | 336,353 | $6,940 萬 | 0.17% | −600,568−64.1% | 減碼 |
| Phoenix Holdings Ltd. | 321,817 | $6,640 萬 | 0.63% | +321,817 | 新進 |
| Capital Research Global Investors | 321,736 | $6,639 萬 | 0.01% | +321,736 | 新進 |
| Great West Life Assurance Co | 311,012 | $6,430 萬 | 0.12% | +26,964+9.5% | 加碼 |