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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。

2026 年第 1 季與 2025 年第 4 季比較

持有 Cloudflare, Inc. 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

NET 的 13F 持有人：2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數1,091151,139+63
股數2.78 億3,675 萬2.77 億+3,561 萬 (+14.8%)
市值$548.2 億$72.5 億$570.6 億+$94.8 億 (+19.9%)

15 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（180 家）

2026 年第 1 季季末持有 Cloudflare, Inc.、2025 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 180 家。

2026 年第 1 季新進 NET 的機構
機構股數市值佔組合 %
Vanguard Portfolio Management LLC16,039,889$33.1 億0.17%
Vanguard Capital Management LLC13,716,196$28.3 億0.07%
Capital International Investors10,893,165$22.5 億0.53%
Vanguard Fiduciary Trust Co2,002,147$4.13 億0.10%
Vanguard Asset Management, Ltd541,958$1.12 億0.10%
CIBC Bancorp USA Inc.494,899$1.02 億0.14%
Point72 Asset Management, L.P.428,984$8,852 萬0.15%
Phoenix Holdings Ltd.321,817$6,640 萬0.63%
Capital Research Global Investors321,736$6,639 萬0.01%
Broad Bay Capital Management, LP304,400$6,281 萬6.46%
Styrax Capital, LP200,000$4,127 萬2.88%
Vanguard Investments Australia, Ltd.157,306$3,246 萬0.09%
Vanguard Global Advisers, LLC157,111$3,242 萬0.02%
Summit Partners Public Asset Management, LLC108,000$2,228 萬1.03%
Science & Technology Partners, L.P.106,525$2,198 萬5.76%
Rheos Capital Works Inc.100,000$2,063 萬1.38%
Steadfast Capital Management LP96,000$1,981 萬0.75%
Quadrature Capital Ltd94,421$1,948 萬0.23%
Tredje AP-fonden94,340$1,947 萬0.11%
Benchstone Capital Management LP81,483$1,681 萬1.96%
Wealth High Governance Asset Management Ltda.77,893$1,607 萬2.51%
Cinctive Capital Management LP74,460$1,536 萬1.01%
SEB Asset Management AB68,885$1,421 萬0.06%
Flight Deck Capital, LP64,600$1,333 萬9.70%
Jain Global LLC60,448$1,247 萬0.16%
BW Gestao de Investimentos Ltda.58,779$1,213 萬0.54%
Duquesne Family Office LLC大師杜肯家族辦公室52,535$1,084 萬0.37%
J. Goldman & Co LP50,700$1,046 萬0.48%
iA Global Asset Management Inc.44,670$921.7 萬0.13%
Wealth High Governance Capital Ltda42,107$868.8 萬2.61%
LGT Fund Management Co Ltd.39,292$810.8 萬0.35%
Yarbrough Capital, LLC38,845$801.5 萬0.28%
Robinhood Asset Management, LLC38,645$797.4 萬0.58%
Kadensa Capital Ltd36,953$762.5 萬1.06%
Insight Holdings Group, LLC32,800$676.8 萬0.48%
Creek Drive Management Group LLC32,200$664.4 萬4.17%
Hidden Lake Asset Management LP32,107$662.5 萬4.39%
Delta Global Management LP31,451$649.0 萬0.53%
Meiji Yasuda Asset Management Co Ltd.25,685$530.0 萬0.26%
Arrow Capital Pty Ltd25,000$486.6 萬4.87%
Winton Group Ltd21,869$451.2 萬0.16%
Healthcare of Ontario Pension Plan Trust Fund19,800$408.6 萬0.01%
G2 Investment Partners Management LLC17,263$356.2 萬0.88%
Hel Ved Capital Management Ltd16,080$331.8 萬0.57%
SummitTX Capital, L.P.14,085$290.6 萬0.09%
Night Squared LP13,615$280.9 萬0.41%
TIAA Wealth Investment Management LLC13,246$273.2 萬0.02%
Caxton Associates LLP12,278$253.3 萬0.06%
Saudi Central Bank11,662$240.6 萬0.05%
Snider Financial Group10,993$226.8 萬0.68%
Ardsley Advisory Partners LP10,800$222.8 萬0.34%
Kiley Juergens Wealth Management, LLC10,785$222.5 萬0.39%
Soros Fund Management LLC大師索羅斯基金管理10,781$222.5 萬0.03%
K.J. Harrison & Partners Inc10,100$208.4 萬0.34%
Meiji Yasuda Life Insurance Co10,030$207.0 萬0.07%
Baader Bank INC9,400$191.1 萬0.19%
Landscape Capital Management, L.L.C.7,833$161.6 萬0.10%
Polymer Capital Management (HK) LTD7,781$160.6 萬0.23%
Edmond de Rothschild Holding S.A.7,703$158.9 萬0.02%
Loup Funds, LLC7,425$153.2 萬0.97%
Qsemble Capital Management, LP7,296$150.5 萬0.12%
Leelyn Smith, LLC5,980$123.4 萬0.17%
Sandler Capital Management5,954$122.9 萬0.83%
Square Peg Capital Pty Ltd5,660$116.8 萬1.55%
Caitong International Asset Management Co., Ltd5,328$109.9 萬0.20%
Alight Capital Management LP5,000$103.2 萬0.30%
Shay Capital LLC5,000$103.2 萬0.15%
Virtu Financial LLC4,867$100.4 萬0.04%
China Universal Asset Management Co., Ltd.4,500$92.9 萬0.07%
Brighton Jones LLC4,253$87.8 萬0.02%
Nwam LLC4,003$82.6 萬0.05%
Linden Thomas Advisory Services, LLC3,619$74.7 萬0.07%
Oxford Financial Group Ltd3,589$74.1 萬0.04%
Evergreen Capital Management LLC3,459$71.4 萬0.02%
Tuttle Tactical Management3,426$70.7 萬1.16%
Patriot Financial Group Insurance Agency, LLC3,262$67.3 萬0.04%
Arrowroot Family Office, LLC3,105$64.1 萬0.21%
Twin Tree Management, LP3,049$62.9 萬0.13%
Archer Investment Corp2,900$59.8 萬0.13%
Frec Markets, Inc.2,738$56.5 萬0.10%
Fieldview Capital Management, LLC2,472$51.0 萬0.15%
Hudock, Inc.2,393$49.4 萬0.07%
Anchor Investment Management, LLC2,345$48.4 萬0.04%
QVT Financial LP2,290$47.3 萬0.04%
Whalen Wealth Management Inc.2,212$45.6 萬0.24%
Bull Harbor Capital LLC2,021$41.7 萬0.11%
Palidye Holdings (Caymans) Ltd1,977$40.8 萬0.08%
TownSquare Capital, LLC1,892$39.0 萬0.09%
Forefront Wealth Partners, LLC1,797$37.1 萬0.16%
Oxford Asset Management LLP1,639$33.8 萬0.14%
Laurion Capital Management LP1,629$33.6 萬0.03%
Rehmann Capital Advisory Group1,558$32.1 萬0.02%
Clear Wave Wealth Management LLC1,536$31.7 萬0.08%
Sanders Morris Harris LLC1,530$31.6 萬0.05%
Napier Financial, LLC1,527$31.5 萬0.07%
Gordian Capital Singapore Pte Ltd1,500$31.0 萬0.52%
Range Advisory, LLC1,444$29.8 萬0.06%
Black Swift Group, LLC1,350$27.9 萬0.05%
Verus Capital Partners, LLC1,345$27.8 萬0.02%
NorthCrest Asset Manangement, LLC1,263$26.7 萬0.01%

清倉機構（117 家）

2025 年第 4 季季末持有 Cloudflare, Inc.、2026 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 117 家。

2026 年第 1 季清倉 NET 的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Two Sigma Advisers, LP2,340,000$4.61 億
Arrowstreet Capital, Limited Partnership512,554$1.01 億
Alyeska Investment Group, L.P.332,299$6,551 萬
Qube Research & Technologies Ltd199,064$3,925 萬
Jupiter Asset Management Ltd197,710$3,898 萬
Renaissance Technologies LLC130,400$2,571 萬
Tudor Investment Corp Et Al114,116$2,250 萬
Grandeur Peak Global Advisors, LLC83,878$1,654 萬
Skandinaviska Enskilda Banken AB (publ)77,695$1,532 萬
MUFG Securities EMEA plc73,514$1,449 萬
M&G Plc64,787$1,276 萬
Quantbot Technologies LP51,083$1,007 萬
Caisse de Depot Et Placement du Quebec42,831$844.4 萬
Strategic Planning Group, LLC41,158$811.4 萬
Public Sector Pension Investment Board41,000$808.3 萬
Simplex Trading, LLC37,976$748.7 萬
VMS Asset Management Limited29,060$572.9 萬
Alberta Investment Management Corp26,900$530.3 萬
Voloridge Investment Management, LLC23,516$463.6 萬
Affinity Wealth Management LLC20,753$409.1 萬
Occudo Quantitative Strategies LP19,853$391.4 萬
Kentucky Retirement Systems19,375$382.0 萬
Nwi Management LP18,000$354.9 萬
Entropy Technologies, LP15,988$315.2 萬
Edgestream Partners, L.P.14,779$291.4 萬
Amitell Capital Pte Ltd13,341$263.0 萬
Optiver Holding B.V.12,767$251.7 萬
Interval Partners, LP12,548$247.4 萬
West Michigan Advisors, LLC12,225$241.0 萬
Triasima Portfolio Management inc.12,052$237.6 萬
Axq Capital, LP10,068$198.5 萬
Williamson Legacy Group, LLC10,021$197.6 萬
BCJ Capital Management, LLC9,094$179.3 萬
Kovack Advisors, Inc.8,829$174.1 萬
Blue Jean Financial LLC8,809$173.7 萬
Virtue Capital Management, LLC7,746$151.8 萬
Mediolanum International Funds Ltd5,851$116.8 萬
Robeco Schweiz AG5,900$116.3 萬
Grimes & Company, Inc.5,645$111.3 萬
Aquatic Capital Management LLC4,799$94.6 萬
Friedenthal Financial4,728$93.2 萬
J. Safra Sarasin Holding AG3,731$73.6 萬
Dark Forest Capital Management LP3,389$66.8 萬
R Squared Ltd3,379$66.6 萬
Reliant Investment Partners, LLC3,377$66.6 萬
Focused Alpha, LLC3,144$62.0 萬
Stony Point Capital LLC2,847$56.1 萬
Capital CS Group, LLC2,834$55.9 萬
Diversify Advisory Services, LLC2,851$52.5 萬
Havemeyer Place LP2,372$46.8 萬
Alamea Verwaltungs GmbH2,519$44.7 萬
BankChampaign, National Association2,256$44.5 萬
Capstone Investment Advisors, LLC2,223$43.8 萬
Pinnacle Wealth Management Advisory Group, LLC2,143$42.2 萬
Hilltop Holdings Inc.1,902$37.5 萬
Fifth Lane Capital, LP1,900$37.5 萬
ZEGA Investments, LLC1,794$35.4 萬
Capital Asset Advisory Services LLC1,759$34.8 萬
Axxcess Wealth Management, LLC1,759$34.7 萬
Americana Partners, LLC1,739$34.3 萬
Journey Retirement Planning & Investment Management LLC1,683$33.2 萬
Lecap Asset Management Ltd1,637$32.3 萬
Fideuram - Intesa Sanpaolo Private Banking S.P.A.1,594$31.4 萬
Argent Trust Co1,584$31.2 萬
Abel Hall, LLC1,582$31.2 萬
FORA Capital, LLC1,033$30.3 萬
London & Capital Asset Management Ltd1,417$27.9 萬
Fortis Capital Management LLC1,415$27.9 萬
Oversea-Chinese Banking CORP Ltd1,321$26.5 萬
Covenant Partners, LLC1,335$26.3 萬
SFMG, LLC1,292$25.5 萬
Thompson David Blair1,275$25.1 萬
Good Steward Wealth Advisors,LLC1,212$23.9 萬
Wesbanco Bank Inc1,185$23.4 萬
Legacy Advisory Services, LLC1,175$23.2 萬
Conestoga Capital Advisors, LLC1,160$22.9 萬
Financiere des Professionnels - Fonds d,investissement inc.1,156$22.8 萬
Kazazian Asset Management, LLC1,150$22.7 萬
Fidelis Capital Partners, LLC1,120$22.1 萬
Flow Traders U.S. LLC1,079$21.3 萬
Harbour Capital Advisors, LLC1,080$21.2 萬
IFG Advisory, LLC1,067$21.0 萬
Birch Hill Investment Advisors LLC1,060$20.9 萬
Adams Wealth Management1,044$20.9 萬
CacheTech Inc.1,044$20.9 萬
Apriem Advisors1,016$20.0 萬
Greenline Wealth Management LLC853$16.8 萬
Aster Capital Management (DIFC) Ltd811$16.0 萬
Financially Speaking Inc550$10.8 萬
DV Trading LLC493$9.72 萬
Reflection Asset Management438$8.64 萬
Navalign, LLC350$6.90 萬
Hilltop National Bank308$6.07 萬
Stonehage Fleming Financial Services Holdings Ltd301$5.93 萬
CBIZ Investment Advisory Services, LLC134$2.64 萬
HM Payson & Co127$2.50 萬
Cape Investment Advisory, Inc.109$2.15 萬
Quest Partners LLC102$2.01 萬
Inlight Wealth Management, LLC100$1.97 萬
Elyxium Wealth, LLC87$1.72 萬

尚未申報 2026 年第 1 季的機構（15 家）

2025 年第 4 季季末持有 Cloudflare, Inc.、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 4 季持有 NET、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Vanguard Group Inc32,407,646$63.9 億
Norges Bank3,643,501$7.18 億
CIBC Private Wealth Group, LLC556,609$1.10 億
Forsta Ap-Fonden106,100$2,092 萬
Comerica Bank13,587$267.9 萬
CIBC World Markets Corp10,856$214.0 萬
Global Retirement Partners, LLC5,079$100.1 萬
Prosperity Wealth Management, Inc.2,845$56.1 萬
Keystone Investors Pte Ltd2,064$40.7 萬
FineMark National Bank & Trust1,891$37.3 萬
ORG Partners LLC699$13.8 萬
New Millennium Group LLC378$7.45 萬
Trust Co of Vermont39$7,689
Motiv8 Investments LLC16$3,000
Stephens Consulting, LLC6$1,183