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 $749.7 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 | $749.7 億 |
| 2026 年第 1 季 | 1,139 | $570.6 億 |
| 2025 年第 4 季 | 1,091 | $548.7 億 |
| 2025 年第 3 季 | 1,039 | $614.2 億 |
| 2025 年第 2 季 | 947 | $545.8 億 |
| 2025 年第 1 季 | 872 | $300.5 億 |
| 2024 年第 4 季 | 772 | $284.3 億 |
| 2024 年第 3 季 | 680 | $207.5 億 |
| 2024 年第 2 季 | 652 | $211.9 億 |
| 2024 年第 1 季 | 709 | $296.4 億 |
| 2023 年第 4 季 | 678 | $232.8 億 |
| 2023 年第 3 季 | 573 | $158.1 億 |
| 2023 年第 2 季 | 560 | $160.4 億 |
| 2023 年第 1 季 | 572 | $162.0 億 |
| 2022 年第 4 季 | 550 | $109.7 億 |
| 2022 年第 3 季 | 563 | $128.6 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 |
|---|---|---|---|---|---|
| Diligent Investors, LLC | 1,315 | $27.1 萬 | 0.07% | +54+4.3% | 加碼 |
| HighPoint Advisor Group LLC | 1,336 | $27.6 萬 | 0.01% | −3,528−72.5% | 減碼 |
| Kestra Investment Management, LLC | 1,338 | $27.6 萬 | 0.00% | +195+17.1% | 加碼 |
| Silver Oak Securities, Inc | 1,340 | $27.6 萬 | 0.02% | +250+22.9% | 加碼 |
| Pinnacle Associates Ltd | 1,344 | $27.7 萬 | 0.00% | −1,411−51.2% | 減碼 |
| Verus Capital Partners, LLC | 1,345 | $27.8 萬 | 0.02% | +1,345 | 新進 |
| Black Swift Group, LLC | 1,350 | $27.9 萬 | 0.05% | +1,350 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 1,365 | $28.2 萬 | 0.01% | +70+5.4% | 加碼 |
| Davenport & Co LLC | 1,373 | $28.3 萬 | 0.00% | +153+12.5% | 加碼 |
| Fukoku Mutual Life Insurance Co | 1,375 | $28.4 萬 | 0.02% | 00.0% | 不變 |
| DRW Securities, LLC | 1,383 | $28.5 萬 | 0.02% | −1,550−52.8% | 減碼 |
| Net Worth Advisory Group | 1,385 | $28.6 萬 | 0.06% | −187−11.9% | 減碼 |
| Walser Wealth Management Company, A Ltd Liability Co | 1,386 | $28.6 萬 | 0.13% | +209+17.8% | 加碼 |
| Revisor Wealth Management LLC | 1,390 | $28.7 萬 | 0.08% | +53+4.0% | 加碼 |
| Stonekeep Investments, LLC | 1,395 | $28.8 萬 | 0.19% | +5+0.4% | 加碼 |
| Mayflower Financial Advisors, LLC | 1,396 | $28.8 萬 | 0.04% | −13−0.9% | 減碼 |
| Sunbelt Securities, Inc. | 1,409 | $29.1 萬 | 0.02% | 00.0% | 不變 |
| Fiduciary Trust Co | 1,428 | $29.5 萬 | 0.00% | +10+0.7% | 加碼 |
| Core Wealth Partners LLC | 1,440 | $29.7 萬 | 0.14% | 00.0% | 不變 |
| Huntleigh Advisors, Inc. | 1,441 | $29.7 萬 | 0.05% | −1,306−47.5% | 減碼 |
| Range Advisory, LLC | 1,444 | $29.8 萬 | 0.06% | +1,444 | 新進 |
| Insigneo Advisory Services, LLC | 1,446 | $29.8 萬 | 0.02% | −1,184−45.0% | 減碼 |
| Forum Financial Management, LP | 1,448 | $29.9 萬 | 0.00% | −2,774−65.7% | 減碼 |
| CBOE Vest Financial, LLC | 1,458 | $30.1 萬 | 0.00% | +104+7.7% | 加碼 |
| Cordoba Advisory Partners LLC | 1,467 | $30.3 萬 | 0.08% | 00.0% | 不變 |
| Glenmede Trust Co NA | 1,468 | $30.3 萬 | 0.00% | +11+0.8% | 加碼 |
| Waterloo Capital, L.P. | 1,476 | $30.5 萬 | 0.02% | +170+13.0% | 加碼 |
| Abacus Planning Group, Inc. | 1,485 | $30.6 萬 | 0.04% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 1,491 | $30.8 萬 | 0.01% | −45−2.9% | 減碼 |
| Peak Asset Management, LLC | 1,500 | $31.0 萬 | 0.05% | 00.0% | 不變 |
| Gordian Capital Singapore Pte Ltd | 1,500 | $31.0 萬 | 0.52% | +1,500 | 新進 |
| Gladstone Institutional Advisory LLC | 1,507 | $31.1 萬 | 0.01% | 00.0% | 不變 |
| Mount Lucas Management LP | 1,512 | $31.2 萬 | 0.12% | −1,846−55.0% | 減碼 |
| Herold Advisors, Inc. | 1,520 | $31.4 萬 | 0.07% | 00.0% | 不變 |
| 1776 Wealth LLC | 1,527 | $31.5 萬 | 0.12% | 00.0% | 不變 |
| Napier Financial, LLC | 1,527 | $31.5 萬 | 0.07% | +1,527 | 新進 |
| Sanders Morris Harris LLC | 1,530 | $31.6 萬 | 0.05% | +1,530 | 新進 |
| Clear Wave Wealth Management LLC | 1,536 | $31.7 萬 | 0.08% | +1,536 | 新進 |
| Aptus Capital Advisors, LLC | 1,544 | $31.9 萬 | 0.00% | +238+18.2% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 1,556 | $32.1 萬 | 0.13% | +19+1.2% | 加碼 |
| Rehmann Capital Advisory Group | 1,558 | $32.1 萬 | 0.02% | +1,558 | 新進 |
| Simplify Asset Management Inc. | 1,566 | $32.3 萬 | 0.00% | −307−16.4% | 減碼 |
| Drive Wealth Management, LLC | 1,576 | $32.5 萬 | 0.07% | +246+18.5% | 加碼 |
| Evolve Private Wealth, LLC | 1,589 | $32.8 萬 | 0.02% | +366+29.9% | 加碼 |
| Moseley Investment Management Inc | 1,593 | $32.9 萬 | 0.10% | 00.0% | 不變 |
| L2 Asset Management, LLC | 1,595 | $32.9 萬 | 0.03% | +121+8.2% | 加碼 |
| Westpac Banking Corp | 1,602 | $33.1 萬 | 0.02% | −208−11.5% | 減碼 |
| Capital Advisors Inc | 1,609 | $33.2 萬 | 0.01% | +561+53.5% | 加碼 |
| Lotus Technology Management, LP | 1,616 | $33.3 萬 | 1.24% | −199−11.0% | 減碼 |
| TD Private Client Wealth LLC | 1,627 | $33.6 萬 | 0.01% | +291+21.8% | 加碼 |
| Laurion Capital Management LP | 1,629 | $33.6 萬 | 0.03% | +1,629 | 新進 |
| 180 Wealth Advisors, LLC | 1,637 | $33.8 萬 | 0.04% | +29+1.8% | 加碼 |
| Oxford Asset Management LLP | 1,639 | $33.8 萬 | 0.14% | +1,639 | 新進 |
| Quadrant Private Wealth Management, LLC | 1,653 | $34.1 萬 | 0.05% | +51+3.2% | 加碼 |
| Cynosure Management, LLC | 1,664 | $34.3 萬 | 0.04% | −2,018−54.8% | 減碼 |
| Bryn Mawr Trust Co | 1,689 | $34.9 萬 | 0.01% | +24+1.4% | 加碼 |
| Balboa Wealth Partners | 1,692 | $34.9 萬 | 0.06% | −133−7.3% | 減碼 |
| Horizon Investments, LLC | 1,692 | $34.9 萬 | 0.00% | +470+38.5% | 加碼 |
| AlphaCore Capital LLC | 1,695 | $35.0 萬 | 0.01% | −30−1.7% | 減碼 |
| Two Sigma Securities, LLC | 1,712 | $35.3 萬 | 0.04% | −1,153−40.2% | 減碼 |
| Resonant Capital Advisors, LLC | 1,716 | $35.4 萬 | 0.02% | +461+36.7% | 加碼 |
| Aaron Wealth Advisors | 1,718 | $35.4 萬 | 0.02% | +257+17.6% | 加碼 |
| Cardiff Park Advisors, LLC | 1,726 | $35.6 萬 | 0.03% | −380−18.0% | 減碼 |
| Spirepoint Private Client, LLC | 1,747 | $36.0 萬 | 0.03% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 1,755 | $36.2 萬 | 0.02% | +553+46.0% | 加碼 |
| Sterling Investment Advisors, Ltd. | 1,768 | $36.5 萬 | 0.07% | −250−12.4% | 減碼 |
| Centaurus Financial, Inc. | 1,780 | $36.7 萬 | 0.02% | +82+4.8% | 加碼 |
| Forefront Wealth Partners, LLC | 1,797 | $37.1 萬 | 0.16% | +1,797 | 新進 |
| GTS Securities LLC | 1,799 | $37.1 萬 | 0.01% | −853−32.2% | 減碼 |
| Hummer Financial Advisory Services Inc | 1,800 | $37.1 萬 | 0.26% | +150+9.1% | 加碼 |
| Sivia Capital Partners, LLC | 1,803 | $37.2 萬 | 0.07% | −1,524−45.8% | 減碼 |
| Intrust Bank NA | 1,807 | $37.3 萬 | 0.03% | +707+64.3% | 加碼 |
| PDS Planning, Inc | 1,820 | $37.6 萬 | 0.02% | +314+20.8% | 加碼 |
| Eddie Patel Inc | 1,822 | $37.6 萬 | 0.29% | −821−31.1% | 減碼 |
| Liberty One Investment Management, LLC | 1,827 | $37.7 萬 | 0.04% | +925+102.5% | 加碼 |
| Ritholtz Wealth Management | 1,829 | $37.7 萬 | 0.01% | −20−1.1% | 減碼 |
| Clark Capital Management Group, Inc. | 1,832 | $37.8 萬 | 0.00% | +11+0.6% | 加碼 |
| We Are One Seven, LLC | 1,833 | $37.8 萬 | 0.01% | +19+1.0% | 加碼 |
| Sigma Planning Corp | 1,847 | $38.1 萬 | 0.01% | +272+17.3% | 加碼 |
| Seven Springs Wealth Group, LLC | 1,869 | $38.6 萬 | 0.09% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 1,882 | $38.8 萬 | 0.00% | +188+11.1% | 加碼 |
| TownSquare Capital, LLC | 1,892 | $39.0 萬 | 0.09% | +1,892 | 新進 |
| GAMMA Investing LLC | 1,896 | $39.1 萬 | 0.02% | +450+31.1% | 加碼 |
| Ostrum Asset Management | 1,901 | $39.2 萬 | 0.02% | +28+1.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,906 | $39.3 萬 | 0.00% | +12+0.6% | 加碼 |
| Indivisible Partners | 1,913 | $39.5 萬 | 0.03% | −79−4.0% | 減碼 |
| Arista Wealth Management, LLC | 1,923 | $39.7 萬 | 0.05% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 1,932 | $39.9 萬 | 0.01% | +263+15.8% | 加碼 |
| Greenleaf Trust | 1,935 | $39.9 萬 | 0.00% | +183+10.4% | 加碼 |
| Ameritas Advisory Services, LLC | 1,945 | $40.1 萬 | 0.02% | +44+2.3% | 加碼 |
| Left Brain Wealth Management, LLC | 1,952 | $40.3 萬 | 0.16% | −4,870−71.4% | 減碼 |
| Warren Averett Asset Management, LLC | 1,969 | $40.6 萬 | 0.00% | +479+32.1% | 加碼 |
| Palidye Holdings (Caymans) Ltd | 1,977 | $40.8 萬 | 0.08% | +1,977 | 新進 |
| Krilogy Financial LLC | 2,082 | $41.1 萬 | 0.01% | +653+45.7% | 加碼 |
| MidFirst Bank | 2,000 | $41.3 萬 | 0.03% | −2,062−50.8% | 減碼 |
| Pacific Wealth Strategies Group, Inc. | 2,000 | $41.3 萬 | 0.26% | 00.0% | 不變 |
| Sava Infond d.o.o. | 2,000 | $41.3 萬 | 0.06% | +1,200+150.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 2,007 | $41.4 萬 | 0.00% | −491−19.7% | 減碼 |
| TD Waterhouse Canada Inc. | 2,025 | $41.6 萬 | 0.00% | +426+26.6% | 加碼 |
| Bull Harbor Capital LLC | 2,021 | $41.7 萬 | 0.11% | +2,021 | 新進 |