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 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
- 1,139
- 較 2025 年第 4 季 +63 家
- 持有股數
- 2.77 億
- 較 2025 年第 4 季 +3,561 萬 (+14.8%)
- 總市值
- $570.6 億
- 較 2025 年第 4 季 +$94.8 億 (+19.9%)
- 新進機構
- 180
- 另有 484 家加碼
- 清倉機構
- 117
- 另有 341 家減碼
另有 15 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 | 1,228 | $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 |
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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 54,034 | $1,115 萬 | 0.82% | +1,665+3.2% | 加碼 |
| OP Asset Management Ltd | 55,714 | $1,150 萬 | 0.12% | +20,243+57.1% | 加碼 |
| Teacher Retirement System of Texas | 56,252 | $1,161 萬 | 0.05% | −34−0.1% | 減碼 |
| Davy Global Fund Management Ltd | 57,212 | $1,181 萬 | 0.90% | −2,266−3.8% | 減碼 |
| AIA Group Ltd | 58,126 | $1,199 萬 | 0.17% | +12,244+26.7% | 加碼 |
| Natixis Advisors, L.P. | 58,221 | $1,201 萬 | 0.02% | +9,481+19.5% | 加碼 |
| Varma Mutual Pension Insurance Co | 58,480 | $1,207 萬 | 0.07% | 00.0% | 不變 |
| BW Gestao de Investimentos Ltda. | 58,779 | $1,213 萬 | 0.54% | +58,779 | 新進 |
| Advisor Group Holdings, Inc. | 59,589 | $1,230 萬 | 0.02% | −20,397−25.5% | 減碼 |
| Jain Global LLC | 60,448 | $1,247 萬 | 0.16% | +60,448 | 新進 |
| Eurizon Capital SGR S.p.A. | 60,604 | $1,249 萬 | 0.04% | +5,737+10.5% | 加碼 |
| Candriam Luxembourg S.C.A. | 60,811 | $1,255 萬 | 0.07% | −2,275−3.6% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 63,030 | $1,256 萬 | 0.04% | +25,958+70.0% | 加碼 |
| Assetmark, Inc | 62,183 | $1,283 萬 | 0.03% | +1,070+1.8% | 加碼 |
| La Banque Postale Asset Management SA | 62,814 | $1,296 萬 | 0.18% | −10,336−14.1% | 減碼 |
| Davis-Rea Ltd. | 63,384 | $1,308 萬 | 3.41% | −8,192−11.4% | 減碼 |
| IFM Investors Pty Ltd | 63,964 | $1,320 萬 | 0.11% | +2,601+4.2% | 加碼 |
| Bank of Montreal | 64,084 | $1,322 萬 | 0.01% | −1,057−1.6% | 減碼 |
| Flight Deck Capital, LP | 64,600 | $1,333 萬 | 9.70% | +64,600 | 新進 |
| Atika Capital Management LLC | 65,000 | $1,341 萬 | 2.12% | +10,100+18.4% | 加碼 |
| EFG International AG | 65,185 | $1,345 萬 | 0.29% | −1,230−1.9% | 減碼 |
| Oak Ridge Investments LLC | 65,476 | $1,351 萬 | 0.89% | +326+0.5% | 加碼 |
| Allianz Asset Management GmbH | 68,118 | $1,406 萬 | 0.02% | −5,060−6.9% | 減碼 |
| DnB Asset Management AS | 68,324 | $1,410 萬 | 0.05% | −15,977−19.0% | 減碼 |
| SEB Asset Management AB | 68,885 | $1,421 萬 | 0.06% | +68,885 | 新進 |
| Graham Capital Management, L.P. | 68,903 | $1,422 萬 | 0.48% | +64,171+1,356.1% | 加碼 |
| Cookson Peirce & Co Inc | 69,924 | $1,443 萬 | 0.61% | +13,910+24.8% | 加碼 |
| QRG Capital Management, Inc. | 70,363 | $1,452 萬 | 0.15% | +12,254+21.1% | 加碼 |
| Manchester Global Management (UK) Ltd | 71,303 | $1,471 萬 | 1.96% | +11,793+19.8% | 加碼 |
| XTX Topco Ltd | 72,142 | $1,489 萬 | 0.26% | +65,275+950.6% | 加碼 |
| Jones Financial Companies LLLP | 73,521 | $1,493 萬 | 0.01% | +56,461+331.0% | 加碼 |
| Xponance, Inc. | 73,174 | $1,510 萬 | 0.11% | +6,573+9.9% | 加碼 |
| Cinctive Capital Management LP | 74,460 | $1,536 萬 | 1.01% | +74,460 | 新進 |
| Erste Asset Management GmbH | 79,070 | $1,539 萬 | 0.14% | −21,202−21.1% | 減碼 |
| Slow Capital, Inc. | 75,907 | $1,566 萬 | 2.03% | +26,922+55.0% | 加碼 |
| MML Investors Services, LLC | 77,380 | $1,597 萬 | 0.04% | +13,212+20.6% | 加碼 |
| Wealth High Governance Asset Management Ltda. | 77,893 | $1,607 萬 | 2.51% | +77,893 | 新進 |
| Sentinel Trust Co Lba | 77,918 | $1,608 萬 | 1.60% | 00.0% | 不變 |
| Baker Chad R | 77,960 | $1,609 萬 | 3.03% | −3,330−4.1% | 減碼 |
| Oribel Capital Management, LP | 78,700 | $1,624 萬 | 2.47% | +58,600+291.5% | 加碼 |
| Cetera Investment Advisers | 79,056 | $1,631 萬 | 0.02% | −3,357−4.1% | 減碼 |
| RMB Capital Management, LLC | 79,837 | $1,647 萬 | 0.29% | −7,533−8.6% | 減碼 |
| Truist Financial Corp | 79,887 | $1,648 萬 | 0.02% | +5,585+7.5% | 加碼 |
| Quantinno Capital Management LP | 80,100 | $1,653 萬 | 0.03% | +5,149+6.9% | 加碼 |
| Avalon Global Asset Management LLC | 80,400 | $1,659 萬 | 3.90% | +5,000+6.6% | 加碼 |
| Benchstone Capital Management LP | 81,483 | $1,681 萬 | 1.96% | +81,483 | 新進 |
| IMC-Chicago, LLC | 82,095 | $1,694 萬 | 0.26% | +18,260+28.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 84,881 | $1,751 萬 | 0.05% | −2,712−3.1% | 減碼 |
| Engineers Gate Manager LP | 85,325 | $1,761 萬 | 0.22% | +61,252+254.4% | 加碼 |
| Silvant Capital Management LLC | 85,523 | $1,765 萬 | 0.61% | +15,479+22.1% | 加碼 |
| Commonwealth Equity Services, LLC | 86,468 | $1,784 萬 | 0.02% | +30,151+53.5% | 加碼 |
| Arizona State Retirement System | 86,602 | $1,787 萬 | 0.10% | −893−1.0% | 減碼 |
| Private Advisory Group LLC | 87,461 | $1,805 萬 | 1.26% | +3,575+4.3% | 加碼 |
| TD Asset Management Inc | 89,966 | $1,856 萬 | 0.02% | +6,499+7.8% | 加碼 |
| Resona Asset Management Co.,Ltd. | 91,811 | $1,878 萬 | 0.09% | +666+0.7% | 加碼 |
| Gotham Asset Management, LLC | 91,071 | $1,879 萬 | 0.06% | +2,781+3.1% | 加碼 |
| HighTower Advisors, LLC | 93,181 | $1,923 萬 | 0.02% | +7,289+8.5% | 加碼 |
| Creative Planning | 93,302 | $1,925 萬 | 0.01% | +23,043+32.8% | 加碼 |
| Tredje AP-fonden | 94,340 | $1,947 萬 | 0.11% | +94,340 | 新進 |
| Quadrature Capital Ltd | 94,421 | $1,948 萬 | 0.23% | +94,421 | 新進 |
| RPG Investment Advisory, LLC | 94,923 | $1,959 萬 | 2.36% | +899+1.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 95,585 | $1,972 萬 | 0.04% | +5,474+6.1% | 加碼 |
| Steadfast Capital Management LP | 96,000 | $1,981 萬 | 0.75% | +96,000 | 新進 |
| SG Americas Securities, LLC | 96,718 | $1,996 萬 | 0.02% | −53,582−35.7% | 減碼 |
| Captrust Financial Advisors | 97,228 | $2,006 萬 | 0.04% | +9,699+11.1% | 加碼 |
| Natixis | 99,612 | $2,055 萬 | 0.08% | +86,050+634.5% | 加碼 |
| Rheos Capital Works Inc. | 100,000 | $2,063 萬 | 1.38% | +100,000 | 新進 |
| Lansforsakringar Fondforvaltning AB (publ) | 100,506 | $2,074 萬 | 0.11% | +874+0.9% | 加碼 |
| Verition Fund Management LLC | 102,025 | $2,105 萬 | 0.20% | +48,733+91.4% | 加碼 |
| 12 West Capital Management LP | 105,000 | $2,167 萬 | 3.66% | −60,000−36.4% | 減碼 |
| Science & Technology Partners, L.P. | 106,525 | $2,198 萬 | 5.76% | +106,525 | 新進 |
| Walleye Capital LLC | 107,007 | $2,208 萬 | 0.14% | +74,452+228.7% | 加碼 |
| Summit Partners Public Asset Management, LLC | 108,000 | $2,228 萬 | 1.03% | +108,000 | 新進 |
| State of New Jersey Common Pension Fund D | 108,310 | $2,235 萬 | 0.09% | +569+0.5% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 108,878 | $2,247 萬 | 0.12% | +43,150+65.6% | 加碼 |
| Meridiem Capital Partners LP | 109,062 | $2,250 萬 | 1.48% | +40,428+58.9% | 加碼 |
| Parkwood LLC | 110,000 | $2,270 萬 | 2.01% | +3,986+3.8% | 加碼 |
| Public Employees Retirement System of Ohio | 110,510 | $2,280 萬 | 0.07% | +16,150+17.1% | 加碼 |
| Panagora Asset Management Inc | 113,163 | $2,335 萬 | 0.09% | +87,338+338.2% | 加碼 |
| Federated Hermes, Inc. | 116,426 | $2,402 萬 | 0.04% | −576,401−83.2% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 118,202 | $2,439 萬 | 0.16% | −1,600−1.3% | 減碼 |
| KLP Kapitalforvaltning AS | 119,000 | $2,455 萬 | 0.10% | +5,700+5.0% | 加碼 |
| Picton Mahoney Asset Management | 119,286 | $2,461 萬 | 0.26% | +24,904+26.4% | 加碼 |
| Stifel Financial Corp | 119,448 | $2,465 萬 | 0.02% | +3,639+3.1% | 加碼 |
| Vontobel Holding Ltd. | 119,586 | $2,468 萬 | 0.08% | +26,595+28.6% | 加碼 |
| Hartline Investment Corp | 120,517 | $2,487 萬 | 2.74% | −605−0.5% | 減碼 |
| Pinebridge Investments LLC | 120,549 | $2,487 萬 | 0.21% | −63,278−34.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 123,551 | $2,549 萬 | 0.20% | −17,000−12.1% | 減碼 |
| Parnassus Investments | 126,980 | $2,620 萬 | 0.08% | +450.0% | 加碼 |
| Fiera Capital Corp | 129,772 | $2,678 萬 | 0.09% | +6,358+5.2% | 加碼 |
| Toroso Investments, LLC | 130,030 | $2,683 萬 | 0.08% | +18,893+17.0% | 加碼 |
| Carnegie Capital Asset Management, LLC | 132,907 | $2,742 萬 | 0.53% | −1,877−1.4% | 減碼 |
| Capital International Inc | 133,119 | $2,747 萬 | 0.21% | +7,522+6.0% | 加碼 |
| Treasurer of the State of North Carolina | 134,213 | $2,769 萬 | 0.09% | +2,859+2.2% | 加碼 |
| NZS Capital, LLC | 137,103 | $2,829 萬 | 0.94% | +30,566+28.7% | 加碼 |
| Canada Pension Plan Investment Board | 138,441 | $2,857 萬 | 0.02% | −409,247−74.7% | 減碼 |
| APG Asset Management N.V. | 162,372 | $2,908 萬 | 0.09% | −4,270−2.6% | 減碼 |
| Whittier Trust Co of Nevada Inc | 139,644 | $2,957 萬 | 0.61% | +9,184+7.0% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 145,410 | $3,000 萬 | 1.51% | −3,497−2.3% | 減碼 |
| Capital International Ltd | 151,260 | $3,121 萬 | 1.16% | +11,106+7.9% | 加碼 |