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 |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 2,028 | $41.8 萬 | 0.12% | 00.0% | 不變 |
| Lodestone Wealth Management LLC | 2,033 | $41.9 萬 | 0.17% | +38+1.9% | 加碼 |
| Quent Capital, LLC | 2,063 | $42.6 萬 | 0.03% | +78+3.9% | 加碼 |
| Jamison Private Wealth Management, Inc. | 2,064 | $42.6 萬 | 0.05% | +52+2.6% | 加碼 |
| Shepherd Street Advisors LLC | 2,082 | $43.0 萬 | 0.42% | 00.0% | 不變 |
| Impact Partnership Wealth, LLC | 2,100 | $43.3 萬 | 0.05% | +465+28.4% | 加碼 |
| Rockbridge Investment Management, LCC | 2,110 | $43.5 萬 | 0.04% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 2,115 | $43.6 萬 | 0.00% | 00.0% | 不變 |
| Capital Performance Advisors LLP | 2,119 | $43.7 萬 | 0.03% | +60+2.9% | 加碼 |
| IMA Wealth, Inc. | 2,124 | $43.8 萬 | 0.04% | +834+64.7% | 加碼 |
| Personal Cfo Solutions, LLC | 2,129 | $43.9 萬 | 0.06% | −6−0.3% | 減碼 |
| Mosley Wealth Management | 2,099 | $45.0 萬 | 0.20% | +24+1.2% | 加碼 |
| Souders Financial Advisors | 2,191 | $45.2 萬 | 0.05% | −62−2.8% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,196 | $45.3 萬 | 0.02% | 00.0% | 不變 |
| Pier 88 Investment Partners LLC | 2,200 | $45.4 萬 | 0.12% | −3,397−60.7% | 減碼 |
| Whalen Wealth Management Inc. | 2,212 | $45.6 萬 | 0.24% | +2,212 | 新進 |
| Savvy Advisors, Inc. | 2,246 | $46.3 萬 | 0.01% | +293+15.0% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,271 | $46.9 萬 | 0.19% | +330+17.0% | 加碼 |
| QVT Financial LP | 2,290 | $47.3 萬 | 0.04% | +2,290 | 新進 |
| KPP Advisory Services LLC | 2,296 | $47.4 萬 | 0.07% | −9−0.4% | 減碼 |
| Concurrent Investment Advisors, LLC | 2,309 | $47.6 萬 | 0.01% | −2,085−47.5% | 減碼 |
| Focus Financial Network, Inc. | 2,310 | $47.7 萬 | 0.02% | +725+45.7% | 加碼 |
| Anchor Investment Management, LLC | 2,345 | $48.4 萬 | 0.04% | +2,345 | 新進 |
| Aprio Wealth Management, LLC | 2,353 | $48.6 萬 | 0.03% | +575+32.3% | 加碼 |
| Hudock, Inc. | 2,393 | $49.4 萬 | 0.07% | +2,393 | 新進 |
| Twinbeech Capital LP | 2,400 | $49.5 萬 | 0.05% | −65,425−96.5% | 減碼 |
| Avant Financial Advisors LLC | 2,400 | $49.5 萬 | 0.35% | 00.0% | 不變 |
| Ascent Group, LLC | 2,400 | $49.5 萬 | 0.02% | +206+9.4% | 加碼 |
| Timothy G. Youngquist 2020 Irrevocable Trust | 2,437 | $50.3 萬 | 0.25% | +900+58.6% | 加碼 |
| Fieldview Capital Management, LLC | 2,472 | $51.0 萬 | 0.15% | +2,472 | 新進 |
| Snowden Capital Advisors LLC | 2,473 | $51.0 萬 | 0.01% | +197+8.7% | 加碼 |
| Umb Bank N A | 2,476 | $51.1 萬 | 0.01% | +20+0.8% | 加碼 |
| LVW Advisors, LLC | 2,482 | $51.2 萬 | 0.05% | +133+5.7% | 加碼 |
| Gibbs Wealth Management | 2,517 | $51.9 萬 | 0.07% | −924−26.9% | 減碼 |
| Qtron Investments LLC | 2,518 | $52.0 萬 | 0.07% | +273+12.2% | 加碼 |
| Benjamin Edwards Inc | 2,520 | $52.0 萬 | 0.01% | +439+21.1% | 加碼 |
| Smartleaf Asset Management LLC | 2,688 | $52.3 萬 | 0.02% | +234+9.5% | 加碼 |
| Bokf, NA | 2,538 | $52.4 萬 | 0.01% | +32+1.3% | 加碼 |
| Gill Capital Partners, LLC | 2,544 | $52.5 萬 | 0.15% | 00.0% | 不變 |
| Driehaus Capital Management LLC | 2,548 | $52.6 萬 | 0.00% | −426−14.3% | 減碼 |
| McAdam, LLC | 2,623 | $54.1 萬 | 0.02% | +683+35.2% | 加碼 |
| Clarendon Private LLC | 2,633 | $54.3 萬 | 0.42% | −54−2.0% | 減碼 |
| Portside Wealth Group, LLC | 2,664 | $55.0 萬 | 0.07% | −57−2.1% | 減碼 |
| Chicago Partners Investment Group LLC | 2,652 | $55.0 萬 | 0.01% | +309+13.2% | 加碼 |
| Spear Advisors LLC | 2,679 | $55.3 萬 | 0.41% | −26,961−91.0% | 減碼 |
| Kornitzer Capital Management Inc | 2,700 | $55.7 萬 | 0.01% | +550+25.6% | 加碼 |
| Ronald Blue Trust, Inc. | 2,735 | $56.4 萬 | 0.01% | −39−1.4% | 減碼 |
| Frec Markets, Inc. | 2,738 | $56.5 萬 | 0.10% | +2,738 | 新進 |
| Ring Mountain Capital, LLC | 2,789 | $57.5 萬 | 0.31% | −4−0.1% | 減碼 |
| Flputnam Investment Management Co | 2,822 | $58.2 萬 | 0.01% | +870+44.6% | 加碼 |
| Buckingham Strategic Partners | 2,823 | $58.2 萬 | 0.01% | +1,357+92.6% | 加碼 |
| Premier Path Wealth Partners, LLC | 2,882 | $59.5 萬 | 0.08% | +236+8.9% | 加碼 |
| Archer Investment Corp | 2,900 | $59.8 萬 | 0.13% | +2,900 | 新進 |
| EP Wealth Advisors, LLC | 2,913 | $60.1 萬 | 0.00% | −4,942−62.9% | 減碼 |
| National Asset Management, Inc. | 3,090 | $60.1 萬 | 0.04% | +176+6.0% | 加碼 |
| Westwood Holdings Group Inc. | 2,979 | $61.5 萬 | 0.00% | −256−7.9% | 減碼 |
| PFG Investments, LLC | 2,984 | $61.6 萬 | 0.03% | −1,003−25.2% | 減碼 |
| Farmers Trust Co | 3,000 | $61.9 萬 | 0.10% | 00.0% | 不變 |
| Pacific Point Advisors, LLC | 3,000 | $61.9 萬 | 0.33% | 00.0% | 不變 |
| Cigna Investments Inc | 3,017 | $62.2 萬 | 0.10% | −45−1.5% | 減碼 |
| Independence Bank of Kentucky | 3,020 | $62.3 萬 | 0.08% | 00.0% | 不變 |
| Rooted Wealth Advisors, Inc. | 3,068 | $62.8 萬 | 0.17% | −12−0.4% | 減碼 |
| Twin Tree Management, LP | 3,049 | $62.9 萬 | 0.13% | +3,049 | 新進 |
| Gerber Kawasaki Wealth & Investment Management | 3,051 | $63.0 萬 | 0.02% | −835−21.5% | 減碼 |
| Bridges Investment Management Inc | 3,053 | $63.0 萬 | 0.01% | +118+4.0% | 加碼 |
| Arrowroot Family Office, LLC | 3,105 | $64.1 萬 | 0.21% | +3,105 | 新進 |
| International Assets Investment Management, LLC | 3,120 | $64.1 萬 | 0.04% | −114−3.5% | 減碼 |
| Synergy Financial Group, LTD | 3,111 | $64.2 萬 | 0.48% | −216−6.5% | 減碼 |
| AXS Investments LLC | 3,126 | $64.5 萬 | 0.26% | −432−12.1% | 減碼 |
| United Advisor Group, LLC | 3,126 | $64.5 萬 | 0.08% | −211−6.3% | 減碼 |
| Fiduciary Planning LLC | 3,136 | $64.7 萬 | 0.20% | +546+21.1% | 加碼 |
| Fedenia Advisers LLC | 3,160 | $65.2 萬 | 0.48% | −32−1.0% | 減碼 |
| Sovran Advisors, LLC | 3,238 | $66.4 萬 | 0.05% | +234+7.8% | 加碼 |
| Savant Capital, LLC | 3,261 | $67.3 萬 | 0.00% | +696+27.1% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,262 | $67.3 萬 | 0.04% | +3,262 | 新進 |
| Crossmark Global Holdings, Inc. | 3,268 | $67.4 萬 | 0.01% | −52−1.6% | 減碼 |
| Evoke Wealth, LLC | 3,277 | $67.6 萬 | 0.01% | +409+14.3% | 加碼 |
| Baird Financial Group, Inc. | 3,312 | $68.3 萬 | 0.00% | +1,452+78.1% | 加碼 |
| Frank, Rimerman Advisors LLC | 3,314 | $68.4 萬 | 0.04% | +441+15.3% | 加碼 |
| Cravens & Co Advisors, LLC | 3,316 | $68.4 萬 | 0.44% | +244+7.9% | 加碼 |
| Argos Wealth Advisors, LLC | 3,334 | $68.8 萬 | 0.20% | +126+3.9% | 加碼 |
| Truvestments Capital LLC | 3,390 | $70.0 萬 | 0.13% | +278+8.9% | 加碼 |
| Illinois Municipal Retirement Fund | 3,392 | $70.0 萬 | 0.01% | −7,775−69.6% | 減碼 |
| Avanza Fonder AB | 3,423 | $70.6 萬 | 0.02% | +100+3.0% | 加碼 |
| Tuttle Tactical Management | 3,426 | $70.7 萬 | 1.16% | +3,426 | 新進 |
| Evergreen Capital Management LLC | 3,459 | $71.4 萬 | 0.02% | +3,459 | 新進 |
| Central Pacific Bank - Trust Division | 3,503 | $72.3 萬 | 0.09% | 00.0% | 不變 |
| Cambria Investment Management, L.P. | 3,540 | $73.0 萬 | 0.04% | +1,860+110.7% | 加碼 |
| Intech Investment Management LLC | 3,578 | $73.8 萬 | 0.01% | −10,360−74.3% | 減碼 |
| Powell Investment Advisors, LLC | 3,583 | $73.9 萬 | 0.25% | 00.0% | 不變 |
| Oxford Financial Group Ltd | 3,589 | $74.1 萬 | 0.04% | +3,589 | 新進 |
| Advisors Asset Management, Inc. | 3,593 | $74.1 萬 | 0.01% | +1,159+47.6% | 加碼 |
| Wealthcare Advisory Partners LLC | 3,614 | $74.6 萬 | 0.01% | +516+16.7% | 加碼 |
| Linden Thomas Advisory Services, LLC | 3,619 | $74.7 萬 | 0.07% | +3,619 | 新進 |
| LRT Capital Management, LLC | 3,627 | $74.8 萬 | 0.70% | −76−2.1% | 減碼 |
| Cache Advisors, LLC | 3,650 | $75.3 萬 | 0.09% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 3,668 | $75.7 萬 | 0.01% | −27−0.7% | 減碼 |
| Hill Island Financial LLC | 3,676 | $75.9 萬 | 0.18% | −10.0% | 減碼 |
| Brookstone Capital Management | 3,710 | $76.6 萬 | 0.01% | +436+13.3% | 加碼 |
| OpenArc Corporate Advisory, LLC | 3,731 | $77.0 萬 | 0.01% | −163−4.2% | 減碼 |