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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 156,757 | $3,235 萬 | 0.06% | +35,009+28.8% | 加碼 |
| Vanguard Global Advisers, LLC | 157,111 | $3,242 萬 | 0.02% | +157,111 | 新進 |
| Frontier Capital Management Co LLC | 157,299 | $3,246 萬 | 0.33% | −10,713−6.4% | 減碼 |
| Vanguard Investments Australia, Ltd. | 157,306 | $3,246 萬 | 0.09% | +157,306 | 新進 |
| New York State Common Retirement Fund | 158,901 | $3,279 萬 | 0.05% | +1,073+0.7% | 加碼 |
| Mizuho Markets Cayman LP | 160,000 | $3,301 萬 | 1.78% | 00.0% | 不變 |
| Kames Capital plc | 161,776 | $3,338 萬 | 0.44% | +6,770+4.4% | 加碼 |
| State of Wisconsin Investment Board | 164,731 | $3,399 萬 | 0.08% | +7,049+4.5% | 加碼 |
| Danske Bank A/S | 167,239 | $3,451 萬 | 0.08% | −45,854−21.5% | 減碼 |
| Blair William & Co | 170,085 | $3,510 萬 | 0.10% | −27,775−14.0% | 減碼 |
| PFA Pension, Forsikringsaktieselskab | 172,325 | $3,556 萬 | 0.11% | +25,760+17.6% | 加碼 |
| Handelsbanken Fonder AB | 176,646 | $3,645 萬 | 0.12% | −484−0.3% | 減碼 |
| Standard Life Aberdeen plc | 180,748 | $3,730 萬 | 0.06% | +7,711+4.5% | 加碼 |
| Storebrand Asset Management AS | 182,548 | $3,767 萬 | 0.11% | −58,279−24.2% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 183,644 | $3,789 萬 | 0.29% | −26,446−12.6% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 185,565 | $3,812 萬 | 0.07% | +7,663+4.3% | 加碼 |
| Toronto Dominion Bank | 185,450 | $3,827 萬 | 0.07% | +135,314+269.9% | 加碼 |
| Mackenzie Financial Corp | 194,316 | $4,010 萬 | 0.05% | +170,935+731.1% | 加碼 |
| Defiance ETFs, LLC | 198,129 | $4,088 萬 | 0.59% | +11,023+5.9% | 加碼 |
| Styrax Capital, LP | 200,000 | $4,127 萬 | 2.88% | +200,000 | 新進 |
| Royal London Asset Management Ltd | 203,746 | $4,204 萬 | 0.09% | +47,463+30.4% | 加碼 |
| Russell Investments Group, Ltd. | 213,049 | $4,389 萬 | 0.05% | +15,998+8.1% | 加碼 |
| Asset Management One Co.,Ltd. | 221,737 | $4,575 萬 | 0.13% | +1,579+0.7% | 加碼 |
| Millennium Management LLC | 223,047 | $4,602 萬 | 0.03% | +7,678+3.6% | 加碼 |
| Wim Investment Management Ltd | 227,749 | $4,699 萬 | 13.93% | 00.0% | 不變 |
| Ci Investments Inc. | 231,386 | $4,774 萬 | 0.23% | +127,552+122.8% | 加碼 |
| LPL Financial LLC | 238,457 | $4,920 萬 | 0.01% | +499+0.2% | 加碼 |
| Janus Henderson Group PLC | 241,367 | $4,981 萬 | 0.02% | +206,032+583.1% | 加碼 |
| Principal Financial Group Inc | 245,019 | $5,056 萬 | 0.03% | +105,649+75.8% | 加碼 |
| AustralianSuper Pty Ltd | 246,327 | $5,083 萬 | 0.26% | −170,631−40.9% | 減碼 |
| Korea Investment CORP | 246,947 | $5,096 萬 | 0.11% | +34,563+16.3% | 加碼 |
| Schroder Investment Management Group | 265,785 | $5,173 萬 | 0.04% | +74,270+38.8% | 加碼 |
| Alliancebernstein L.P. | 264,568 | $5,216 萬 | 0.02% | +66,854+33.8% | 加碼 |
| Aviva PLC | 268,154 | $5,533 萬 | 0.09% | +7,971+3.1% | 加碼 |
| Nomura Asset Management Co Ltd | 268,901 | $5,549 萬 | 0.14% | −129,425−32.5% | 減碼 |
| Congress Asset Management Co | 273,756 | $5,649 萬 | 0.40% | −70,216−20.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 275,291 | $5,680 萬 | 0.11% | −540−0.2% | 減碼 |
| Capital International Sarl | 278,952 | $5,756 萬 | 0.94% | +32,747+13.3% | 加碼 |
| Envestnet Asset Management Inc | 286,484 | $5,911 萬 | 0.02% | −5,837−2.0% | 減碼 |
| Whetstone Capital Advisors, LLC | 293,031 | $6,046 萬 | 22.75% | 00.0% | 不變 |
| Tremblant Capital Group | 294,208 | $6,071 萬 | 1.95% | +107,083+57.2% | 加碼 |
| USS Investment Management Ltd | 296,322 | $6,116 萬 | 0.26% | +242,668+452.3% | 加碼 |
| Exor Capital LLP | 300,023 | $6,191 萬 | 1.23% | +124,388+70.8% | 加碼 |
| Broad Bay Capital Management, LP | 304,400 | $6,281 萬 | 6.46% | +304,400 | 新進 |
| Great West Life Assurance Co | 311,012 | $6,430 萬 | 0.12% | +26,964+9.5% | 加碼 |
| Capital Research Global Investors | 321,736 | $6,639 萬 | 0.01% | +321,736 | 新進 |
| Phoenix Holdings Ltd. | 321,817 | $6,640 萬 | 0.63% | +321,817 | 新進 |
| KBC Group NV | 336,353 | $6,940 萬 | 0.17% | −600,568−64.1% | 減碼 |
| Dimensional Fund Advisors LP | 336,934 | $6,948 萬 | 0.01% | +2,377+0.7% | 加碼 |
| Allen Investment Management LLC | 343,045 | $7,078 萬 | 0.88% | −120,872−26.1% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 344,503 | $7,108 萬 | 0.05% | +36,349+11.8% | 加碼 |
| Whittier Trust Co | 340,968 | $7,221 萬 | 0.81% | +28,723+9.2% | 加碼 |
| Balyasny Asset Management LLC | 350,237 | $7,227 萬 | 0.14% | +87,539+33.3% | 加碼 |
| Susquehanna International Group, LLP | 363,290 | $7,496 萬 | 0.10% | +195,149+116.1% | 加碼 |
| Bessemer Group Inc | 364,155 | $7,514 萬 | 0.12% | +5,474+1.5% | 加碼 |
| SEI Investments Co | 383,521 | $7,914 萬 | 0.07% | +41,137+12.0% | 加碼 |
| Victory Capital Management Inc | 384,775 | $7,939 萬 | 0.05% | −7,035−1.8% | 減碼 |
| California Public Employees Retirement System | 391,272 | $8,074 萬 | 0.05% | −137,675−26.0% | 減碼 |
| Rhumbline Advisers | 398,589 | $8,224 萬 | 0.07% | −1,598−0.4% | 減碼 |
| Peregrine Capital Management LLC | 401,849 | $8,292 萬 | 3.08% | −26,482−6.2% | 減碼 |
| Credit Agricole S A | 403,181 | $8,319 萬 | 0.27% | −33,150−7.6% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 407,773 | $8,412 萬 | 0.10% | +97,115+31.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 411,076 | $8,445 萬 | 0.14% | +3,343+0.8% | 加碼 |
| Nikko Asset Management Americas, Inc. | 419,086 | $8,647 萬 | 1.22% | −33,017−7.3% | 減碼 |
| Woodline Partners LP | 419,492 | $8,656 萬 | 0.33% | +303,708+262.3% | 加碼 |
| Point72 Asset Management, L.P. | 428,984 | $8,852 萬 | 0.15% | +428,984 | 新進 |
| Mariner, LLC | 433,957 | $8,952 萬 | 0.10% | +243,997+128.4% | 加碼 |
| Barclays PLC | 441,519 | $9,110 萬 | 0.03% | +204,484+86.3% | 加碼 |
| Bamco Inc | 457,324 | $9,436 萬 | 0.28% | +47,720+11.7% | 加碼 |
| California State Teachers Retirement System | 465,859 | $9,613 萬 | 0.10% | −6,544−1.4% | 減碼 |
| CIBC Bancorp USA Inc. | 494,899 | $1.02 億 | 0.14% | +494,899 | 新進 |
| Neuberger Berman Group LLC | 506,756 | $1.05 億 | 0.08% | −45,910−8.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 511,468 | $1.06 億 | 0.26% | +21,923+4.5% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 536,384 | $1.11 億 | 0.33% | +131,669+32.5% | 加碼 |
| Fred Alger Management, LLC | 538,062 | $1.11 億 | 0.49% | +99,537+22.7% | 加碼 |
| Westfield Capital Management Co LP | 541,566 | $1.12 億 | 0.47% | +22,091+4.3% | 加碼 |
| Vanguard Asset Management, Ltd | 541,958 | $1.12 億 | 0.10% | +541,958 | 新進 |
| BNP Paribas Arbitrage, SA | 553,157 | $1.14 億 | 0.08% | +8,213+1.5% | 加碼 |
| Ameriprise Financial Inc | 564,120 | $1.16 億 | 0.03% | −84,914−13.1% | 減碼 |
| HSBC Holdings PLC | 581,821 | $1.19 億 | 0.07% | +374,906+181.2% | 加碼 |
| Squarepoint Ops LLC | 581,691 | $1.20 億 | 0.26% | −944,887−61.9% | 減碼 |
| Wells Fargo & Company | 616,121 | $1.27 億 | 0.03% | −157,879−20.4% | 減碼 |
| Artisan Partners Limited Partnership | 668,158 | $1.38 億 | 0.22% | +79,560+13.5% | 加碼 |
| Nomura Asset Management International Inc. | 674,748 | $1.39 億 | 0.24% | −96,888−12.6% | 減碼 |
| Penserra Capital Management LLC | 728,648 | $1.50 億 | 1.76% | +13,271+1.9% | 加碼 |
| Nuveen, LLC | 735,908 | $1.52 億 | 0.04% | +10,900+1.5% | 加碼 |
| Citigroup Inc | 805,193 | $1.66 億 | 0.11% | −2,210−0.3% | 減碼 |
| Select Equity Group, L.P. | 854,924 | $1.76 億 | 0.94% | +724,151+553.7% | 加碼 |
| AQR Capital Management LLC | 907,388 | $1.80 億 | 0.08% | +294,702+48.1% | 加碼 |
| Raymond James Financial Inc | 940,847 | $1.87 億 | 0.06% | −89,703−8.7% | 減碼 |
| Swiss National Bank | 927,200 | $1.91 億 | 0.11% | +69,800+8.1% | 加碼 |
| Swedbank AB | 927,606 | $1.91 億 | 0.20% | +811,297+697.5% | 加碼 |
| National Pension Service | 944,441 | $1.95 億 | 0.15% | −3,562−0.4% | 減碼 |
| Marshall Wace, LLP | 986,607 | $2.04 億 | 0.22% | +295,860+42.8% | 加碼 |
| Lord, Abbett & Co. LLC | 992,060 | $2.05 億 | 0.67% | +71,463+7.8% | 加碼 |
| Bank of New York Mellon Corp | 1,044,041 | $2.15 億 | 0.04% | −13,224−1.3% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,074,397 | $2.22 億 | 0.14% | −51,205−4.5% | 減碼 |
| Strategy Capital LLC | 1,138,617 | $2.35 億 | 19.21% | +96,518+9.3% | 加碼 |
| Polar Capital Holdings Plc | 1,164,084 | $2.40 億 | 1.05% | +233,718+25.1% | 加碼 |
| 1832 Asset Management L.P. | 1,212,900 | $2.50 億 | 0.33% | +65,000+5.7% | 加碼 |