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 |
|---|---|---|---|---|---|
| Norden Group LLC | 23,193 | $478.6 萬 | 0.46% | −843−3.5% | 減碼 |
| Proactive Wealth Strategies LLC | 23,360 | $482.0 萬 | 0.91% | +12,610+117.3% | 加碼 |
| Arrow Capital Pty Ltd | 25,000 | $486.6 萬 | 4.87% | +25,000 | 新進 |
| Global Wealth Management Investment Advisory, Inc. | 24,068 | $496.6 萬 | 0.78% | +8,841+58.1% | 加碼 |
| Nisa Investment Advisors, LLC | 24,078 | $496.8 萬 | 0.02% | −1,855−7.2% | 減碼 |
| Investment Management Corp of Ontario | 24,120 | $497.7 萬 | 0.06% | −3,743−13.4% | 減碼 |
| Premier Fund Managers Ltd | 25,636 | $499.1 萬 | 0.35% | −4,566−15.1% | 減碼 |
| Gulf International Bank (UK) Ltd | 24,412 | $503.7 萬 | 0.11% | +8,514+53.6% | 加碼 |
| GWM Advisors LLC | 24,750 | $510.7 萬 | 0.02% | +8,900+56.2% | 加碼 |
| Commerce Bank | 24,754 | $510.8 萬 | 0.02% | −346−1.4% | 減碼 |
| Cypress Point Investment Management LP | 24,931 | $514.4 萬 | 1.21% | −6,148−19.8% | 減碼 |
| Rockefeller Capital Management L.P. | 25,099 | $517.9 萬 | 0.01% | −472−1.8% | 減碼 |
| Clear Harbor Asset Management, LLC | 25,208 | $520.1 萬 | 0.36% | −159−0.6% | 減碼 |
| Amalgamated Bank | 25,534 | $526.9 萬 | 0.04% | −1,115−4.2% | 減碼 |
| Evercore Wealth Management, LLC | 25,580 | $527.8 萬 | 0.08% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 25,685 | $530.0 萬 | 0.26% | +25,685 | 新進 |
| Newbridge Financial Services Group, Inc. | 25,962 | $535.7 萬 | 0.88% | +1,598+6.6% | 加碼 |
| Hantz Financial Services, Inc. | 26,017 | $536.8 萬 | 0.08% | −7,522−22.4% | 減碼 |
| Banque Cantonale Vaudoise | 26,124 | $539.1 萬 | 0.20% | +1,740+7.1% | 加碼 |
| Perigon Wealth Management, LLC | 26,650 | $549.9 萬 | 0.10% | +2,761+11.6% | 加碼 |
| PDT Partners, LLC | 26,792 | $552.8 萬 | 0.33% | +11,500+75.2% | 加碼 |
| Lountzis Asset Management, LLC | 26,948 | $556.0 萬 | 2.04% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 26,990 | $556.9 萬 | 0.13% | +25,749+2,074.9% | 加碼 |
| Jasper Ridge Partners, L.P. | 27,835 | $574.3 萬 | 0.13% | 00.0% | 不變 |
| ASR Vermogensbeheer N.V. | 29,138 | $601.2 萬 | 0.07% | +501+1.7% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 29,658 | $611.2 萬 | 0.03% | +716+2.5% | 加碼 |
| Bank of Nova Scotia | 29,892 | $616.9 萬 | 0.01% | −89,154−74.9% | 減碼 |
| Sepio Capital, LP | 30,016 | $619.4 萬 | 0.34% | +92+0.3% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,732 | $634.1 萬 | 0.05% | 00.0% | 不變 |
| Sciencast Management LP | 31,044 | $640.6 萬 | 0.82% | +23,723+324.0% | 加碼 |
| Motley Fool Asset Management LLC | 31,286 | $645.6 萬 | 0.28% | −1,352−4.1% | 減碼 |
| Wealthfront Advisers LLC | 31,423 | $648.4 萬 | 0.01% | −4,515−12.6% | 減碼 |
| Delta Global Management LP | 31,451 | $649.0 萬 | 0.53% | +31,451 | 新進 |
| US Bancorp | 31,776 | $655.7 萬 | 0.01% | −1,627−4.9% | 減碼 |
| Mercer Global Advisors Inc | 31,892 | $658.1 萬 | 0.01% | +5,124+19.1% | 加碼 |
| Hidden Lake Asset Management LP | 32,107 | $662.5 萬 | 4.39% | +32,107 | 新進 |
| Creek Drive Management Group LLC | 32,200 | $664.4 萬 | 4.17% | +32,200 | 新進 |
| Sanctuary Advisors, LLC | 32,212 | $664.7 萬 | 0.04% | −3,352−9.4% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 33,573 | $674.8 萬 | 0.05% | −33,492−49.9% | 減碼 |
| Voleon Capital Management LP | 32,734 | $675.4 萬 | 0.15% | −5,956−15.4% | 減碼 |
| Insight Holdings Group, LLC | 32,800 | $676.8 萬 | 0.48% | +32,800 | 新進 |
| Vestmark Advisory Solutions, Inc. | 33,127 | $683.5 萬 | 0.08% | +23,394+240.4% | 加碼 |
| Employees Retirement System of Texas | 33,174 | $684.5 萬 | 0.06% | −2,049−5.8% | 減碼 |
| Fifth Third Wealth Advisors LLC | 33,180 | $684.6 萬 | 0.23% | +41+0.1% | 加碼 |
| Mizuho Markets Americas LLC | 33,357 | $688.3 萬 | 0.19% | −156,394−82.4% | 減碼 |
| Andra AP-fonden | 33,456 | $690.3 萬 | 0.09% | −14,475−30.2% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 33,630 | $693.9 萬 | 1.19% | +2,947+9.6% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 34,396 | $701.4 萬 | 0.02% | −2,476−6.7% | 減碼 |
| Soltis Investment Advisors LLC | 34,620 | $714.3 萬 | 0.46% | +454+1.3% | 加碼 |
| Calamos Advisors LLC | 34,768 | $717.4 萬 | 0.03% | +30,128+649.3% | 加碼 |
| Foundations Investment Advisors, LLC | 36,920 | $761.8 萬 | 0.09% | +4,876+15.2% | 加碼 |
| Kadensa Capital Ltd | 36,953 | $762.5 萬 | 1.06% | +36,953 | 新進 |
| Swiss Life Asset Management Ltd | 37,239 | $768.4 萬 | 0.04% | +11,381+44.0% | 加碼 |
| Allstate Corp | 37,649 | $776.8 萬 | 0.08% | +13,569+56.3% | 加碼 |
| Ethic Inc. | 38,054 | $785.2 萬 | 0.12% | −928−2.4% | 減碼 |
| Independent Financial Group, LLC | 38,356 | $791.4 萬 | 0.18% | −5,645−12.8% | 減碼 |
| Robinhood Asset Management, LLC | 38,645 | $797.4 萬 | 0.58% | +38,645 | 新進 |
| Yarbrough Capital, LLC | 38,845 | $801.5 萬 | 0.28% | +38,845 | 新進 |
| Ilmarinen Mutual Pension Insurance Co | 38,874 | $802.1 萬 | 0.06% | +2,645+7.3% | 加碼 |
| LGT Fund Management Co Ltd. | 39,292 | $810.8 萬 | 0.35% | +39,292 | 新進 |
| Berkshire Capital Holdings Inc | 39,410 | $813.2 萬 | 2.93% | +39,400+394,000.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 39,451 | $814.0 萬 | 0.04% | +4,582+13.1% | 加碼 |
| Group One Trading, L.P. | 39,499 | $815.0 萬 | 0.27% | −25,537−39.3% | 減碼 |
| Ambassador Advisors, LLC | 39,722 | $819.6 萬 | 1.24% | −100.0% | 減碼 |
| Exchange Traded Concepts, LLC | 39,799 | $821.2 萬 | 0.06% | −12,989−24.6% | 減碼 |
| Capelight Capital Asset Management LP | 40,000 | $825.4 萬 | 6.87% | −5,000−11.1% | 減碼 |
| Maytus Capital Management, LLC | 40,296 | $831.5 萬 | 1.48% | +34,296+571.6% | 加碼 |
| Nissay Asset Management Corp | 40,384 | $833.3 萬 | 0.04% | +379+0.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 40,630 | $838.4 萬 | 0.03% | +97+0.2% | 加碼 |
| Nordea Investment Management AB | 42,908 | $843.7 萬 | 0.01% | −2,124−4.7% | 減碼 |
| Wealth High Governance Capital Ltda | 42,107 | $868.8 萬 | 2.61% | +42,107 | 新進 |
| LGT Group Foundation | 42,906 | $885.3 萬 | 0.11% | −2,139−4.7% | 減碼 |
| Glynn Capital Management LLC | 43,180 | $891.0 萬 | 4.26% | −9,502−18.0% | 減碼 |
| Walleye Trading LLC | 43,487 | $897.3 萬 | 0.18% | −46,734−51.8% | 減碼 |
| British Columbia Investment Management Corp | 43,548 | $898.6 萬 | 0.05% | −11,971−21.6% | 減碼 |
| Trexquant Investment LP | 43,691 | $901.5 萬 | 0.07% | +21,812+99.7% | 加碼 |
| Daiwa Securities Group Inc. | 43,878 | $905.4 萬 | 0.03% | −2,838−6.1% | 減碼 |
| iA Global Asset Management Inc. | 44,670 | $921.7 萬 | 0.13% | +44,670 | 新進 |
| Bearing Point Capital, LLC | 45,175 | $932.1 萬 | 1.46% | +636+1.4% | 加碼 |
| Parallax Volatility Advisers, L.P. | 45,349 | $935.7 萬 | 0.41% | −207,048−82.0% | 減碼 |
| Cerity Partners LLC | 47,698 | $984.2 萬 | 0.01% | +16,997+55.4% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 48,000 | $990.4 萬 | 0.99% | 00.0% | 不變 |
| Police & Firemen's Retirement System of New Jersey | 48,396 | $998.6 萬 | 0.09% | +88+0.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 48,798 | $1,007 萬 | 0.03% | +14,737+43.3% | 加碼 |
| Ieq Capital, LLC | 49,546 | $1,022 萬 | 0.05% | +13,985+39.3% | 加碼 |
| Union Bancaire Privee, UBP SA | 55,451 | $1,032 萬 | 0.19% | −28,190−33.7% | 減碼 |
| Archon Partners LLC | 50,000 | $1,032 萬 | 1.22% | 00.0% | 不變 |
| Cushing Asset Management, LP | 50,000 | $1,032 萬 | 0.51% | +20,000+66.7% | 加碼 |
| Liontrust Investment Partners LLP | 50,198 | $1,036 萬 | 0.18% | −61,831−55.2% | 減碼 |
| JustInvest LLC | 50,272 | $1,037 萬 | 0.10% | +2,901+6.1% | 加碼 |
| J. Goldman & Co LP | 50,700 | $1,046 萬 | 0.48% | +50,700 | 新進 |
| Utah Retirement Systems | 50,949 | $1,051 萬 | 0.11% | −296−0.6% | 減碼 |
| Pathstone Holdings, LLC | 50,970 | $1,052 萬 | 0.04% | +7,871+18.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 51,430 | $1,061 萬 | 0.09% | −56,079−52.2% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 51,494 | $1,063 萬 | 0.10% | −880−1.7% | 減碼 |
| Thrivent Financial for Lutherans | 52,249 | $1,078 萬 | 0.02% | +24,135+85.8% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 52,535 | $1,084 萬 | 0.37% | +52,535 | 新進 |
| AMJ Financial Wealth Management | 52,988 | $1,093 萬 | 2.59% | −1,825−3.3% | 減碼 |
| DekaBank Deutsche Girozentrale | 55,984 | $1,108 萬 | 0.02% | 00.0% | 不變 |
| Man Group plc | 53,712 | $1,108 萬 | 0.02% | −188,087−77.8% | 減碼 |