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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 286,484 | $5,911 萬 | 0.02% | −5,837−2.0% | 減碼 |
| Capital International Sarl | 278,952 | $5,756 萬 | 0.94% | +32,747+13.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 275,291 | $5,680 萬 | 0.11% | −540−0.2% | 減碼 |
| Congress Asset Management Co | 273,756 | $5,649 萬 | 0.40% | −70,216−20.4% | 減碼 |
| Nomura Asset Management Co Ltd | 268,901 | $5,549 萬 | 0.14% | −129,425−32.5% | 減碼 |
| Aviva PLC | 268,154 | $5,533 萬 | 0.09% | +7,971+3.1% | 加碼 |
| Alliancebernstein L.P. | 264,568 | $5,216 萬 | 0.02% | +66,854+33.8% | 加碼 |
| Schroder Investment Management Group | 265,785 | $5,173 萬 | 0.04% | +74,270+38.8% | 加碼 |
| Korea Investment CORP | 246,947 | $5,096 萬 | 0.11% | +34,563+16.3% | 加碼 |
| AustralianSuper Pty Ltd | 246,327 | $5,083 萬 | 0.26% | −170,631−40.9% | 減碼 |
| Principal Financial Group Inc | 245,019 | $5,056 萬 | 0.03% | +105,649+75.8% | 加碼 |
| Janus Henderson Group PLC | 241,367 | $4,981 萬 | 0.02% | +206,032+583.1% | 加碼 |
| LPL Financial LLC | 238,457 | $4,920 萬 | 0.01% | +499+0.2% | 加碼 |
| Ci Investments Inc. | 231,386 | $4,774 萬 | 0.23% | +127,552+122.8% | 加碼 |
| Wim Investment Management Ltd | 227,749 | $4,699 萬 | 13.93% | 00.0% | 不變 |
| Millennium Management LLC | 223,047 | $4,602 萬 | 0.03% | +7,678+3.6% | 加碼 |
| Asset Management One Co.,Ltd. | 221,737 | $4,575 萬 | 0.13% | +1,579+0.7% | 加碼 |
| Russell Investments Group, Ltd. | 213,049 | $4,389 萬 | 0.05% | +15,998+8.1% | 加碼 |
| Royal London Asset Management Ltd | 203,746 | $4,204 萬 | 0.09% | +47,463+30.4% | 加碼 |
| Styrax Capital, LP | 200,000 | $4,127 萬 | 2.88% | +200,000 | 新進 |
| Defiance ETFs, LLC | 198,129 | $4,088 萬 | 0.59% | +11,023+5.9% | 加碼 |
| Mackenzie Financial Corp | 194,316 | $4,010 萬 | 0.05% | +170,935+731.1% | 加碼 |
| Toronto Dominion Bank | 185,450 | $3,827 萬 | 0.07% | +135,314+269.9% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 185,565 | $3,812 萬 | 0.07% | +7,663+4.3% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 183,644 | $3,789 萬 | 0.29% | −26,446−12.6% | 減碼 |
| Storebrand Asset Management AS | 182,548 | $3,767 萬 | 0.11% | −58,279−24.2% | 減碼 |
| Standard Life Aberdeen plc | 180,748 | $3,730 萬 | 0.06% | +7,711+4.5% | 加碼 |
| Handelsbanken Fonder AB | 176,646 | $3,645 萬 | 0.12% | −484−0.3% | 減碼 |
| PFA Pension, Forsikringsaktieselskab | 172,325 | $3,556 萬 | 0.11% | +25,760+17.6% | 加碼 |
| Blair William & Co | 170,085 | $3,510 萬 | 0.10% | −27,775−14.0% | 減碼 |
| Danske Bank A/S | 167,239 | $3,451 萬 | 0.08% | −45,854−21.5% | 減碼 |
| State of Wisconsin Investment Board | 164,731 | $3,399 萬 | 0.08% | +7,049+4.5% | 加碼 |
| Kames Capital plc | 161,776 | $3,338 萬 | 0.44% | +6,770+4.4% | 加碼 |
| Mizuho Markets Cayman LP | 160,000 | $3,301 萬 | 1.78% | 00.0% | 不變 |
| New York State Common Retirement Fund | 158,901 | $3,279 萬 | 0.05% | +1,073+0.7% | 加碼 |
| Vanguard Investments Australia, Ltd. | 157,306 | $3,246 萬 | 0.09% | +157,306 | 新進 |
| Frontier Capital Management Co LLC | 157,299 | $3,246 萬 | 0.33% | −10,713−6.4% | 減碼 |
| Vanguard Global Advisers, LLC | 157,111 | $3,242 萬 | 0.02% | +157,111 | 新進 |
| Ensign Peak Advisors, Inc | 156,757 | $3,235 萬 | 0.06% | +35,009+28.8% | 加碼 |
| Capital International Ltd | 151,260 | $3,121 萬 | 1.16% | +11,106+7.9% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 145,410 | $3,000 萬 | 1.51% | −3,497−2.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 139,644 | $2,957 萬 | 0.61% | +9,184+7.0% | 加碼 |
| APG Asset Management N.V. | 162,372 | $2,908 萬 | 0.09% | −4,270−2.6% | 減碼 |
| Canada Pension Plan Investment Board | 138,441 | $2,857 萬 | 0.02% | −409,247−74.7% | 減碼 |
| NZS Capital, LLC | 137,103 | $2,829 萬 | 0.94% | +30,566+28.7% | 加碼 |
| Treasurer of the State of North Carolina | 134,213 | $2,769 萬 | 0.09% | +2,859+2.2% | 加碼 |
| Capital International Inc | 133,119 | $2,747 萬 | 0.21% | +7,522+6.0% | 加碼 |
| Carnegie Capital Asset Management, LLC | 132,907 | $2,742 萬 | 0.53% | −1,877−1.4% | 減碼 |
| Toroso Investments, LLC | 130,030 | $2,683 萬 | 0.08% | +18,893+17.0% | 加碼 |
| Fiera Capital Corp | 129,772 | $2,678 萬 | 0.09% | +6,358+5.2% | 加碼 |
| Parnassus Investments | 126,980 | $2,620 萬 | 0.08% | +450.0% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 123,551 | $2,549 萬 | 0.20% | −17,000−12.1% | 減碼 |
| Pinebridge Investments LLC | 120,549 | $2,487 萬 | 0.21% | −63,278−34.4% | 減碼 |
| Hartline Investment Corp | 120,517 | $2,487 萬 | 2.74% | −605−0.5% | 減碼 |
| Vontobel Holding Ltd. | 119,586 | $2,468 萬 | 0.08% | +26,595+28.6% | 加碼 |
| Stifel Financial Corp | 119,448 | $2,465 萬 | 0.02% | +3,639+3.1% | 加碼 |
| Picton Mahoney Asset Management | 119,286 | $2,461 萬 | 0.26% | +24,904+26.4% | 加碼 |
| KLP Kapitalforvaltning AS | 119,000 | $2,455 萬 | 0.10% | +5,700+5.0% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 118,202 | $2,439 萬 | 0.16% | −1,600−1.3% | 減碼 |
| Federated Hermes, Inc. | 116,426 | $2,402 萬 | 0.04% | −576,401−83.2% | 減碼 |
| Panagora Asset Management Inc | 113,163 | $2,335 萬 | 0.09% | +87,338+338.2% | 加碼 |
| Public Employees Retirement System of Ohio | 110,510 | $2,280 萬 | 0.07% | +16,150+17.1% | 加碼 |
| Parkwood LLC | 110,000 | $2,270 萬 | 2.01% | +3,986+3.8% | 加碼 |
| Meridiem Capital Partners LP | 109,062 | $2,250 萬 | 1.48% | +40,428+58.9% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 108,878 | $2,247 萬 | 0.12% | +43,150+65.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 108,310 | $2,235 萬 | 0.09% | +569+0.5% | 加碼 |
| Summit Partners Public Asset Management, LLC | 108,000 | $2,228 萬 | 1.03% | +108,000 | 新進 |
| Walleye Capital LLC | 107,007 | $2,208 萬 | 0.14% | +74,452+228.7% | 加碼 |
| Science & Technology Partners, L.P. | 106,525 | $2,198 萬 | 5.76% | +106,525 | 新進 |
| 12 West Capital Management LP | 105,000 | $2,167 萬 | 3.66% | −60,000−36.4% | 減碼 |
| Verition Fund Management LLC | 102,025 | $2,105 萬 | 0.20% | +48,733+91.4% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 100,506 | $2,074 萬 | 0.11% | +874+0.9% | 加碼 |
| Rheos Capital Works Inc. | 100,000 | $2,063 萬 | 1.38% | +100,000 | 新進 |
| Natixis | 99,612 | $2,055 萬 | 0.08% | +86,050+634.5% | 加碼 |
| Captrust Financial Advisors | 97,228 | $2,006 萬 | 0.04% | +9,699+11.1% | 加碼 |
| SG Americas Securities, LLC | 96,718 | $1,996 萬 | 0.02% | −53,582−35.7% | 減碼 |
| Steadfast Capital Management LP | 96,000 | $1,981 萬 | 0.75% | +96,000 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 95,585 | $1,972 萬 | 0.04% | +5,474+6.1% | 加碼 |
| RPG Investment Advisory, LLC | 94,923 | $1,959 萬 | 2.36% | +899+1.0% | 加碼 |
| Quadrature Capital Ltd | 94,421 | $1,948 萬 | 0.23% | +94,421 | 新進 |
| Tredje AP-fonden | 94,340 | $1,947 萬 | 0.11% | +94,340 | 新進 |
| Creative Planning | 93,302 | $1,925 萬 | 0.01% | +23,043+32.8% | 加碼 |
| HighTower Advisors, LLC | 93,181 | $1,923 萬 | 0.02% | +7,289+8.5% | 加碼 |
| Gotham Asset Management, LLC | 91,071 | $1,879 萬 | 0.06% | +2,781+3.1% | 加碼 |
| Resona Asset Management Co.,Ltd. | 91,811 | $1,878 萬 | 0.09% | +666+0.7% | 加碼 |
| TD Asset Management Inc | 89,966 | $1,856 萬 | 0.02% | +6,499+7.8% | 加碼 |
| Private Advisory Group LLC | 87,461 | $1,805 萬 | 1.26% | +3,575+4.3% | 加碼 |
| Arizona State Retirement System | 86,602 | $1,787 萬 | 0.10% | −893−1.0% | 減碼 |
| Commonwealth Equity Services, LLC | 86,468 | $1,784 萬 | 0.02% | +30,151+53.5% | 加碼 |
| Silvant Capital Management LLC | 85,523 | $1,765 萬 | 0.61% | +15,479+22.1% | 加碼 |
| Engineers Gate Manager LP | 85,325 | $1,761 萬 | 0.22% | +61,252+254.4% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 84,881 | $1,751 萬 | 0.05% | −2,712−3.1% | 減碼 |
| IMC-Chicago, LLC | 82,095 | $1,694 萬 | 0.26% | +18,260+28.6% | 加碼 |
| Benchstone Capital Management LP | 81,483 | $1,681 萬 | 1.96% | +81,483 | 新進 |
| Avalon Global Asset Management LLC | 80,400 | $1,659 萬 | 3.90% | +5,000+6.6% | 加碼 |
| Quantinno Capital Management LP | 80,100 | $1,653 萬 | 0.03% | +5,149+6.9% | 加碼 |
| Truist Financial Corp | 79,887 | $1,648 萬 | 0.02% | +5,585+7.5% | 加碼 |
| RMB Capital Management, LLC | 79,837 | $1,647 萬 | 0.29% | −7,533−8.6% | 減碼 |
| Cetera Investment Advisers | 79,056 | $1,631 萬 | 0.02% | −3,357−4.1% | 減碼 |
| Oribel Capital Management, LP | 78,700 | $1,624 萬 | 2.47% | +58,600+291.5% | 加碼 |