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 |
|---|---|---|---|---|---|
| UBS Group AG | 1,258,398 | $2.60 億 | 0.05% | +375,491+42.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,287,246 | $2.66 億 | 0.21% | +1,174,413+1,040.8% | 加碼 |
| Pictet Asset Management Holding SA | 1,381,985 | $2.85 億 | 0.30% | +206,506+17.6% | 加碼 |
| Price T Rowe Associates Inc | 1,394,868 | $2.88 億 | 0.03% | +360,188+34.8% | 加碼 |
| Massachusetts Financial Services Co | 1,467,110 | $3.03 億 | 0.10% | −172,551−10.5% | 減碼 |
| Deutsche Bank AG | 1,576,501 | $3.25 億 | 0.11% | −12,090−0.8% | 減碼 |
| Jane Street Group, LLC | 1,596,439 | $3.29 億 | 0.35% | +1,081,299+209.9% | 加碼 |
| Royal Bank of Canada | 1,607,668 | $3.32 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 |
| Amundi | 1,707,256 | $3.52 億 | 0.10% | +375,804+28.2% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 1,778,168 | $3.67 億 | 4.40% | +23,707+1.4% | 加碼 |
| Citadel Advisors LLC | 1,941,142 | $4.01 億 | 0.28% | +1,584,523+444.3% | 加碼 |
| Northern Trust Corp | 2,001,301 | $4.13 億 | 0.05% | +29,706+1.5% | 加碼 |
| Vanguard Fiduciary Trust Co | 2,002,147 | $4.13 億 | 0.10% | +2,002,147 | 新進 |
| Bank of America Corp | 2,067,683 | $4.27 億 | 0.03% | −217,687−9.5% | 減碼 |
| Goldman Sachs Group Inc | 2,452,366 | $5.06 億 | 0.07% | +118,307+5.1% | 加碼 |
| UBS Asset Management Americas Inc | 2,544,043 | $5.25 億 | 0.11% | +80,201+3.3% | 加碼 |
| Two Sigma Investments, LP | 2,819,837 | $5.82 億 | 0.48% | +1,562,239+124.2% | 加碼 |
| Voya Investment Management LLC | 2,881,137 | $5.94 億 | 0.62% | +586,575+25.6% | 加碼 |
| Legal & General Group Plc | 2,954,174 | $6.10 億 | 0.14% | +129,402+4.6% | 加碼 |
| Invesco Ltd. | 3,113,525 | $6.42 億 | 0.06% | −587,171−15.9% | 減碼 |
| Franklin Resources Inc | 3,350,775 | $6.91 億 | 0.17% | −224,936−6.3% | 減碼 |
| American Century Companies Inc | 3,627,255 | $7.48 億 | 0.39% | +452,846+14.3% | 加碼 |
| Sands Capital Management, LLC | 3,661,749 | $7.56 億 | 2.96% | −69,538−1.9% | 減碼 |
| First Trust Advisors LP | 3,774,026 | $7.79 億 | 0.56% | −245,131−6.1% | 減碼 |
| Wellington Management Group LLP | 4,010,830 | $8.28 億 | 0.15% | +2,303,816+135.0% | 加碼 |
| Jennison Associates LLC | 4,394,484 | $9.07 億 | 0.62% | +2,530,872+135.8% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,502,762 | $9.29 億 | 0.85% | +3,791,521+533.1% | 加碼 |
| JPMorgan Chase & Co | 5,902,745 | $11.5 億 | 0.08% | −7,704,361−56.6% | 減碼 |
| Geode Capital Management, LLC | 5,993,429 | $12.3 億 | 0.08% | −24,746−0.4% | 減碼 |
| State Street Corp | 7,178,719 | $14.8 億 | 0.05% | +189,730+2.7% | 加碼 |
| Capital International Investors | 10,893,165 | $22.5 億 | 0.53% | +10,893,165 | 新進 |
| FMR LLC | 13,560,451 | $28.0 億 | 0.15% | +809,952+6.4% | 加碼 |
| Vanguard Capital Management LLC | 13,716,196 | $28.3 億 | 0.07% | +13,716,196 | 新進 |
| Morgan Stanley | 15,883,321 | $32.8 億 | 0.20% | −2,125,924−11.8% | 減碼 |
| Baillie Gifford & Co | 15,924,423 | $32.9 億 | 3.36% | −899,524−5.3% | 減碼 |
| Vanguard Portfolio Management LLC | 16,039,889 | $33.1 億 | 0.17% | +16,039,889 | 新進 |
| BlackRock, Inc. | 21,094,282 | $43.5 億 | 0.08% | −1,559,172−6.9% | 減碼 |
| Capital World Investors | 22,735,569 | $46.9 億 | 0.64% | −13,089,948−36.5% | 減碼 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −2,340,000−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −512,554−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −332,299−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −199,064−100.0% | 清倉 |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −197,710−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −130,400−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −114,116−100.0% | 清倉 |
| Grandeur Peak Global Advisors, LLC | 0 | $0 | 0.00% | −83,878−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −77,695−100.0% | 清倉 |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −73,514−100.0% | 清倉 |
| M&G Plc | 0 | $0 | 0.00% | −64,787−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −51,083−100.0% | 清倉 |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −42,831−100.0% | 清倉 |
| Strategic Planning Group, LLC | 0 | $0 | 0.00% | −41,158−100.0% | 清倉 |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −41,000−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −37,976−100.0% | 清倉 |
| VMS Asset Management Limited | 0 | $0 | 0.00% | −29,060−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −26,900−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −23,516−100.0% | 清倉 |
| Affinity Wealth Management LLC | 0 | $0 | 0.00% | −20,753−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −19,853−100.0% | 清倉 |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −19,375−100.0% | 清倉 |
| Nwi Management LP | 0 | $0 | 0.00% | −18,000−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −15,988−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −14,779−100.0% | 清倉 |
| Amitell Capital Pte Ltd | 0 | $0 | 0.00% | −13,341−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −12,767−100.0% | 清倉 |
| Interval Partners, LP | 0 | $0 | 0.00% | −12,548−100.0% | 清倉 |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −12,225−100.0% | 清倉 |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −12,052−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −10,068−100.0% | 清倉 |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −10,021−100.0% | 清倉 |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −9,094−100.0% | 清倉 |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −8,829−100.0% | 清倉 |
| Blue Jean Financial LLC | 0 | $0 | 0.00% | −8,809−100.0% | 清倉 |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −7,746−100.0% | 清倉 |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −5,851−100.0% | 清倉 |
| Robeco Schweiz AG | 0 | $0 | 0.00% | −5,900−100.0% | 清倉 |
| Grimes & Company, Inc. | 0 | $0 | 0.00% | −5,645−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,799−100.0% | 清倉 |
| Friedenthal Financial | 0 | $0 | 0.00% | −4,728−100.0% | 清倉 |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −3,731−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,389−100.0% | 清倉 |
| R Squared Ltd | 0 | $0 | 0.00% | −3,379−100.0% | 清倉 |
| Reliant Investment Partners, LLC | 0 | $0 | 0.00% | −3,377−100.0% | 清倉 |
| Focused Alpha, LLC | 0 | $0 | 0.00% | −3,144−100.0% | 清倉 |
| Stony Point Capital LLC | 0 | $0 | 0.00% | −2,847−100.0% | 清倉 |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −2,834−100.0% | 清倉 |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −2,851−100.0% | 清倉 |
| Havemeyer Place LP | 0 | $0 | 0.00% | −2,372−100.0% | 清倉 |
| Alamea Verwaltungs GmbH | 0 | $0 | 0.00% | −2,519−100.0% | 清倉 |
| BankChampaign, National Association | 0 | $0 | 0.00% | −2,256−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,223−100.0% | 清倉 |
| Pinnacle Wealth Management Advisory Group, LLC | 0 | $0 | 0.00% | −2,143−100.0% | 清倉 |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −1,902−100.0% | 清倉 |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −1,900−100.0% | 清倉 |
| ZEGA Investments, LLC | 0 | $0 | 0.00% | −1,794−100.0% | 清倉 |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −1,759−100.0% | 清倉 |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −1,759−100.0% | 清倉 |
| Americana Partners, LLC | 0 | $0 | 0.00% | −1,739−100.0% | 清倉 |
| Journey Retirement Planning & Investment Management LLC | 0 | $0 | 0.00% | −1,683−100.0% | 清倉 |