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 |
|---|---|---|---|---|---|
| Generali Asset Management SPA SGR | 11,187 | $230.8 萬 | 0.05% | −333−2.9% | 減碼 |
| Kirtland Hills Capital Management, LLC | 11,328 | $235.0 萬 | 0.75% | +835+8.0% | 加碼 |
| Royal Fund Management, LLC | 11,500 | $237.3 萬 | 0.23% | +3,494+43.6% | 加碼 |
| Intesa Sanpaolo S.p.A. | 11,616 | $239.7 萬 | 0.15% | −8,010−40.8% | 減碼 |
| Saudi Central Bank | 11,662 | $240.6 萬 | 0.05% | +11,662 | 新進 |
| Sterling Capital Management LLC | 11,708 | $241.6 萬 | 0.05% | −5,682−32.7% | 減碼 |
| Belpointe Asset Management LLC | 11,769 | $242.8 萬 | 0.09% | +4,327+58.1% | 加碼 |
| Fortis Capital Advisors, LLC | 11,769 | $242.8 萬 | 0.32% | +4,327+58.1% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 11,936 | $246.3 萬 | 0.02% | −2,573−17.7% | 減碼 |
| Clearbridge Investments, LLC | 11,983 | $247.3 萬 | 0.00% | +4,151+53.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 12,041 | $248.5 萬 | 0.00% | +2,059+20.6% | 加碼 |
| Institute for Wealth Management, LLC. | 12,123 | $250.1 萬 | 0.27% | +2,806+30.1% | 加碼 |
| Macquarie Group Ltd | 12,195 | $251.6 萬 | 0.02% | −18,079−59.7% | 減碼 |
| Caxton Associates LLP | 12,278 | $253.3 萬 | 0.06% | +12,278 | 新進 |
| Callan Family Office, LLC | 12,302 | $253.8 萬 | 0.06% | +7,211+141.6% | 加碼 |
| Ocean Capital Management, LLC | 12,310 | $254.0 萬 | 0.52% | +1,231+11.1% | 加碼 |
| Atria Investments LLC | 12,714 | $262.3 萬 | 0.03% | +1,410+12.5% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 12,715 | $262.4 萬 | 0.09% | +814+6.8% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 12,844 | $265.0 萬 | 0.08% | −613−4.6% | 減碼 |
| Stratos Wealth Partners, LTD. | 13,012 | $268.5 萬 | 0.03% | +5,854+81.8% | 加碼 |
| Park Avenue Securities LLC | 13,135 | $271.0 萬 | 0.02% | +77+0.6% | 加碼 |
| Grandview Asset Management LLC | 13,225 | $272.9 萬 | 0.80% | −84−0.6% | 減碼 |
| Legato Capital Management LLC | 13,238 | $273.2 萬 | 0.25% | +10,800+443.0% | 加碼 |
| TIAA Wealth Investment Management LLC | 13,246 | $273.2 萬 | 0.02% | +13,246 | 新進 |
| Mutual of America Capital Management LLC | 13,413 | $276.8 萬 | 0.03% | −444−3.2% | 減碼 |
| Castle Rock Wealth Management, LLC | 13,151 | $278.4 萬 | 0.60% | −111−0.8% | 減碼 |
| Capula Management Ltd | 13,526 | $279.1 萬 | 0.02% | +6,662+97.1% | 加碼 |
| Night Squared LP | 13,615 | $280.9 萬 | 0.41% | +13,615 | 新進 |
| National Bank of Canada | 13,642 | $281.7 萬 | 0.00% | +602+4.6% | 加碼 |
| Coastal Investment Advisors, Inc. | 13,768 | $284.1 萬 | 0.99% | −165−1.2% | 減碼 |
| M&T Bank Corp | 13,991 | $288.6 萬 | 0.01% | +869+6.6% | 加碼 |
| SummitTX Capital, L.P. | 14,085 | $290.6 萬 | 0.09% | +14,085 | 新進 |
| Brevan Howard Capital Management LP | 14,137 | $291.7 萬 | 0.03% | +5,652+66.6% | 加碼 |
| Livet Wealth, LLC | 14,206 | $293.1 萬 | 1.86% | −275−1.9% | 減碼 |
| Main Management ETF Advisors, LLC | 14,234 | $293.7 萬 | 0.11% | −28,047−66.3% | 減碼 |
| Omers Administration Corp | 14,274 | $294.5 萬 | 0.02% | +3,559+33.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 14,281 | $294.7 萬 | 0.00% | +2,412+20.3% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 14,338 | $295.9 萬 | 0.13% | +1,397+10.8% | 加碼 |
| Fifth Third Bancorp | 14,406 | $297.3 萬 | 0.01% | +13,691+1,914.8% | 加碼 |
| Hancock Whitney Corp | 14,543 | $298.1 萬 | 0.05% | −519−3.4% | 減碼 |
| Cannon Advisors, Inc. | 14,722 | $303.8 萬 | 2.25% | −10−0.1% | 減碼 |
| Prudential PLC | 14,768 | $304.7 萬 | 0.02% | −113−0.8% | 減碼 |
| Rakuten Investment Management, Inc. | 15,773 | $307.0 萬 | 0.01% | +2,519+19.0% | 加碼 |
| Jefferies Financial Group Inc. | 15,000 | $309.5 萬 | 0.04% | −23,255−60.8% | 減碼 |
| Campbell & CO Investment Adviser LLC | 15,082 | $311.2 萬 | 0.18% | +6,172+69.3% | 加碼 |
| Nicholas Investment Partners, LP | 15,089 | $311.3 萬 | 0.22% | −5,383−26.3% | 減碼 |
| Oppenheimer Asset Management Inc. | 15,092 | $311.4 萬 | 0.04% | +5,666+60.1% | 加碼 |
| CIBC Asset Management Inc | 15,093 | $311.4 萬 | 0.01% | +855+6.0% | 加碼 |
| RDA Financial Network | 15,112 | $311.8 萬 | 0.78% | +1,214+8.7% | 加碼 |
| Robocap Asset Management Ltd | 15,328 | $316.3 萬 | 3.38% | −1,073−6.5% | 減碼 |
| Abn Amro Investment Solutions | 15,447 | $318.7 萬 | 0.04% | −356−2.3% | 減碼 |
| Federation des caisses Desjardins du Quebec | 15,556 | $321.1 萬 | 0.01% | −3,885−20.0% | 減碼 |
| Taylor Frigon Capital Management LLC | 15,577 | $321.4 萬 | 1.83% | −173−1.1% | 減碼 |
| Maryland State Retirement & Pension System | 15,621 | $322.3 萬 | 0.07% | 00.0% | 不變 |
| Fideuram Asset Management (Ireland) dac | 17,336 | $322.9 萬 | 0.41% | +17,279+30,314.0% | 加碼 |
| Nia Impact Advisors, LLC | 15,875 | $327.6 萬 | 1.46% | −5,517−25.8% | 減碼 |
| Independent Solutions Wealth Management, LLC | 15,925 | $328.6 萬 | 0.48% | −317−2.0% | 減碼 |
| Hel Ved Capital Management Ltd | 16,080 | $331.8 萬 | 0.57% | +16,080 | 新進 |
| D.A. Davidson & Co. | 16,108 | $332.4 萬 | 0.02% | −640−3.8% | 減碼 |
| Farther Finance Advisors, LLC | 16,489 | $338.7 萬 | 0.03% | +101+0.6% | 加碼 |
| Krane Funds Advisors LLC | 16,253 | $340.9 萬 | 0.14% | +8,699+115.2% | 加碼 |
| Osbon Capital Management LLC | 16,542 | $341.3 萬 | 2.79% | +4,086+32.8% | 加碼 |
| Massar Capital Management, LP | 16,632 | $343.2 萬 | 0.69% | +14,800+807.9% | 加碼 |
| Knollwood Investment Advisory, LLC | 16,800 | $346.7 萬 | 0.35% | 00.0% | 不變 |
| SWS Partners | 16,890 | $348.5 萬 | 0.86% | +259+1.6% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 16,918 | $349.1 萬 | 0.04% | +1,533+10.0% | 加碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 17,004 | $350.9 萬 | 0.17% | −5,248−23.6% | 減碼 |
| Empowered Funds, LLC | 17,169 | $354.3 萬 | 0.02% | −33,278−66.0% | 減碼 |
| G2 Investment Partners Management LLC | 17,263 | $356.2 萬 | 0.88% | +17,263 | 新進 |
| Meridian Wealth Management, LLC | 17,282 | $356.6 萬 | 0.13% | −2,279−11.7% | 減碼 |
| TCG Advisory Services, LLC | 17,359 | $358.2 萬 | 0.09% | −4,999−22.4% | 減碼 |
| KP Management LLC | 17,500 | $361.1 萬 | 1.03% | −10,286−37.0% | 減碼 |
| Nomura Holdings Inc | 18,071 | $372.9 萬 | 0.03% | +15,816+701.4% | 加碼 |
| Vident Advisory, LLC | 18,082 | $373.1 萬 | 0.03% | +4,213+30.4% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 18,100 | $373.5 萬 | 0.01% | +14,510+404.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 18,401 | $379.7 萬 | 0.00% | +3,732+25.4% | 加碼 |
| Clear Street Group Inc. | 19,046 | $393.0 萬 | 0.02% | +15,859+497.6% | 加碼 |
| Azzad Asset Management Inc | 19,083 | $393.8 萬 | 0.40% | 00.0% | 不變 |
| RFG Advisory, LLC | 19,229 | $396.8 萬 | 0.07% | +463+2.5% | 加碼 |
| TrueMark Investments, LLC | 19,275 | $397.7 萬 | 0.77% | +270+1.4% | 加碼 |
| MetLife Investment Management | 19,289 | $398.0 萬 | 0.02% | −959−4.7% | 減碼 |
| Lido Advisors, LLC | 19,374 | $399.8 萬 | 0.02% | −11,471−37.2% | 減碼 |
| Summit Trail Advisors, LLC | 19,560 | $403.6 萬 | 0.06% | −153−0.8% | 減碼 |
| Jackson Square Capital, LLC | 19,608 | $404.6 萬 | 0.85% | −20,594−51.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 19,616 | $404.8 萬 | 0.02% | −1,551−7.3% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 19,800 | $408.6 萬 | 0.01% | +19,800 | 新進 |
| Janney Montgomery Scott LLC | 20,370 | $420.3 萬 | 0.01% | −1,362−6.3% | 減碼 |
| Colony Group, LLC | 20,409 | $421.1 萬 | 0.00% | +8,160+66.6% | 加碼 |
| Viking Fund Management LLC | 21,000 | $433.3 萬 | 0.44% | 00.0% | 不變 |
| CWM, LLC | 21,775 | $449.3 萬 | 0.01% | +5,652+35.1% | 加碼 |
| Winton Group Ltd | 21,869 | $451.2 萬 | 0.16% | +21,869 | 新進 |
| Kestra Advisory Services, LLC | 21,970 | $453.3 萬 | 0.02% | −4,087−15.7% | 減碼 |
| CI Private Wealth, LLC | 22,197 | $456.8 萬 | 0.01% | −3,252−12.8% | 減碼 |
| Warm Springs Advisors Inc. | 22,198 | $458.0 萬 | 3.89% | 00.0% | 不變 |
| Osmosis Investment Management UK Ltd | 22,233 | $458.8 萬 | 0.12% | +6,052+37.4% | 加碼 |
| Boothbay Fund Management, LLC | 22,362 | $461.4 萬 | 0.11% | +17,866+397.4% | 加碼 |
| Y.D. More Investments Ltd | 22,739 | $469.2 萬 | 0.18% | −3,268−12.6% | 減碼 |
| ICONIQ Capital, LLC | 23,136 | $477.4 萬 | 0.11% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 23,156 | $477.8 萬 | 0.04% | +1,859+8.7% | 加碼 |
| Brown Advisory Inc | 23,167 | $478.0 萬 | 0.01% | −7,096−23.4% | 減碼 |