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 |
|---|---|---|---|---|---|
| Baker Chad R | 77,960 | $1,609 萬 | 3.03% | −3,330−4.1% | 減碼 |
| Sentinel Trust Co Lba | 77,918 | $1,608 萬 | 1.60% | 00.0% | 不變 |
| Wealth High Governance Asset Management Ltda. | 77,893 | $1,607 萬 | 2.51% | +77,893 | 新進 |
| MML Investors Services, LLC | 77,380 | $1,597 萬 | 0.04% | +13,212+20.6% | 加碼 |
| Slow Capital, Inc. | 75,907 | $1,566 萬 | 2.03% | +26,922+55.0% | 加碼 |
| Erste Asset Management GmbH | 79,070 | $1,539 萬 | 0.14% | −21,202−21.1% | 減碼 |
| Cinctive Capital Management LP | 74,460 | $1,536 萬 | 1.01% | +74,460 | 新進 |
| Xponance, Inc. | 73,174 | $1,510 萬 | 0.11% | +6,573+9.9% | 加碼 |
| Jones Financial Companies LLLP | 73,521 | $1,493 萬 | 0.01% | +56,461+331.0% | 加碼 |
| XTX Topco Ltd | 72,142 | $1,489 萬 | 0.26% | +65,275+950.6% | 加碼 |
| Manchester Global Management (UK) Ltd | 71,303 | $1,471 萬 | 1.96% | +11,793+19.8% | 加碼 |
| QRG Capital Management, Inc. | 70,363 | $1,452 萬 | 0.15% | +12,254+21.1% | 加碼 |
| Cookson Peirce & Co Inc | 69,924 | $1,443 萬 | 0.61% | +13,910+24.8% | 加碼 |
| Graham Capital Management, L.P. | 68,903 | $1,422 萬 | 0.48% | +64,171+1,356.1% | 加碼 |
| SEB Asset Management AB | 68,885 | $1,421 萬 | 0.06% | +68,885 | 新進 |
| DnB Asset Management AS | 68,324 | $1,410 萬 | 0.05% | −15,977−19.0% | 減碼 |
| Allianz Asset Management GmbH | 68,118 | $1,406 萬 | 0.02% | −5,060−6.9% | 減碼 |
| Oak Ridge Investments LLC | 65,476 | $1,351 萬 | 0.89% | +326+0.5% | 加碼 |
| EFG International AG | 65,185 | $1,345 萬 | 0.29% | −1,230−1.9% | 減碼 |
| Atika Capital Management LLC | 65,000 | $1,341 萬 | 2.12% | +10,100+18.4% | 加碼 |
| Flight Deck Capital, LP | 64,600 | $1,333 萬 | 9.70% | +64,600 | 新進 |
| Bank of Montreal | 64,084 | $1,322 萬 | 0.01% | −1,057−1.6% | 減碼 |
| IFM Investors Pty Ltd | 63,964 | $1,320 萬 | 0.11% | +2,601+4.2% | 加碼 |
| Davis-Rea Ltd. | 63,384 | $1,308 萬 | 3.41% | −8,192−11.4% | 減碼 |
| La Banque Postale Asset Management SA | 62,814 | $1,296 萬 | 0.18% | −10,336−14.1% | 減碼 |
| Assetmark, Inc | 62,183 | $1,283 萬 | 0.03% | +1,070+1.8% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 63,030 | $1,256 萬 | 0.04% | +25,958+70.0% | 加碼 |
| Candriam Luxembourg S.C.A. | 60,811 | $1,255 萬 | 0.07% | −2,275−3.6% | 減碼 |
| Eurizon Capital SGR S.p.A. | 60,604 | $1,249 萬 | 0.04% | +5,737+10.5% | 加碼 |
| Jain Global LLC | 60,448 | $1,247 萬 | 0.16% | +60,448 | 新進 |
| Advisor Group Holdings, Inc. | 59,589 | $1,230 萬 | 0.02% | −20,397−25.5% | 減碼 |
| BW Gestao de Investimentos Ltda. | 58,779 | $1,213 萬 | 0.54% | +58,779 | 新進 |
| Varma Mutual Pension Insurance Co | 58,480 | $1,207 萬 | 0.07% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 58,221 | $1,201 萬 | 0.02% | +9,481+19.5% | 加碼 |
| AIA Group Ltd | 58,126 | $1,199 萬 | 0.17% | +12,244+26.7% | 加碼 |
| Davy Global Fund Management Ltd | 57,212 | $1,181 萬 | 0.90% | −2,266−3.8% | 減碼 |
| Teacher Retirement System of Texas | 56,252 | $1,161 萬 | 0.05% | −34−0.1% | 減碼 |
| OP Asset Management Ltd | 55,714 | $1,150 萬 | 0.12% | +20,243+57.1% | 加碼 |
| Lyell Wealth Management, LP | 54,034 | $1,115 萬 | 0.82% | +1,665+3.2% | 加碼 |
| Man Group plc | 53,712 | $1,108 萬 | 0.02% | −188,087−77.8% | 減碼 |
| DekaBank Deutsche Girozentrale | 55,984 | $1,108 萬 | 0.02% | 00.0% | 不變 |
| AMJ Financial Wealth Management | 52,988 | $1,093 萬 | 2.59% | −1,825−3.3% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 52,535 | $1,084 萬 | 0.37% | +52,535 | 新進 |
| Thrivent Financial for Lutherans | 52,249 | $1,078 萬 | 0.02% | +24,135+85.8% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 51,494 | $1,063 萬 | 0.10% | −880−1.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 51,430 | $1,061 萬 | 0.09% | −56,079−52.2% | 減碼 |
| Pathstone Holdings, LLC | 50,970 | $1,052 萬 | 0.04% | +7,871+18.3% | 加碼 |
| Utah Retirement Systems | 50,949 | $1,051 萬 | 0.11% | −296−0.6% | 減碼 |
| J. Goldman & Co LP | 50,700 | $1,046 萬 | 0.48% | +50,700 | 新進 |
| JustInvest LLC | 50,272 | $1,037 萬 | 0.10% | +2,901+6.1% | 加碼 |
| Liontrust Investment Partners LLP | 50,198 | $1,036 萬 | 0.18% | −61,831−55.2% | 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 |
| Union Bancaire Privee, UBP SA | 55,451 | $1,032 萬 | 0.19% | −28,190−33.7% | 減碼 |
| Ieq Capital, LLC | 49,546 | $1,022 萬 | 0.05% | +13,985+39.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 48,798 | $1,007 萬 | 0.03% | +14,737+43.3% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 48,396 | $998.6 萬 | 0.09% | +88+0.2% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 48,000 | $990.4 萬 | 0.99% | 00.0% | 不變 |
| Cerity Partners LLC | 47,698 | $984.2 萬 | 0.01% | +16,997+55.4% | 加碼 |
| Parallax Volatility Advisers, L.P. | 45,349 | $935.7 萬 | 0.41% | −207,048−82.0% | 減碼 |
| Bearing Point Capital, LLC | 45,175 | $932.1 萬 | 1.46% | +636+1.4% | 加碼 |
| iA Global Asset Management Inc. | 44,670 | $921.7 萬 | 0.13% | +44,670 | 新進 |
| Daiwa Securities Group Inc. | 43,878 | $905.4 萬 | 0.03% | −2,838−6.1% | 減碼 |
| Trexquant Investment LP | 43,691 | $901.5 萬 | 0.07% | +21,812+99.7% | 加碼 |
| British Columbia Investment Management Corp | 43,548 | $898.6 萬 | 0.05% | −11,971−21.6% | 減碼 |
| Walleye Trading LLC | 43,487 | $897.3 萬 | 0.18% | −46,734−51.8% | 減碼 |
| Glynn Capital Management LLC | 43,180 | $891.0 萬 | 4.26% | −9,502−18.0% | 減碼 |
| LGT Group Foundation | 42,906 | $885.3 萬 | 0.11% | −2,139−4.7% | 減碼 |
| Wealth High Governance Capital Ltda | 42,107 | $868.8 萬 | 2.61% | +42,107 | 新進 |
| Nordea Investment Management AB | 42,908 | $843.7 萬 | 0.01% | −2,124−4.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 40,630 | $838.4 萬 | 0.03% | +97+0.2% | 加碼 |
| Nissay Asset Management Corp | 40,384 | $833.3 萬 | 0.04% | +379+0.9% | 加碼 |
| Maytus Capital Management, LLC | 40,296 | $831.5 萬 | 1.48% | +34,296+571.6% | 加碼 |
| Capelight Capital Asset Management LP | 40,000 | $825.4 萬 | 6.87% | −5,000−11.1% | 減碼 |
| Exchange Traded Concepts, LLC | 39,799 | $821.2 萬 | 0.06% | −12,989−24.6% | 減碼 |
| Ambassador Advisors, LLC | 39,722 | $819.6 萬 | 1.24% | −100.0% | 減碼 |
| Group One Trading, L.P. | 39,499 | $815.0 萬 | 0.27% | −25,537−39.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 39,451 | $814.0 萬 | 0.04% | +4,582+13.1% | 加碼 |
| Berkshire Capital Holdings Inc | 39,410 | $813.2 萬 | 2.93% | +39,400+394,000.0% | 加碼 |
| LGT Fund Management Co Ltd. | 39,292 | $810.8 萬 | 0.35% | +39,292 | 新進 |
| Ilmarinen Mutual Pension Insurance Co | 38,874 | $802.1 萬 | 0.06% | +2,645+7.3% | 加碼 |
| Yarbrough Capital, LLC | 38,845 | $801.5 萬 | 0.28% | +38,845 | 新進 |
| Robinhood Asset Management, LLC | 38,645 | $797.4 萬 | 0.58% | +38,645 | 新進 |
| Independent Financial Group, LLC | 38,356 | $791.4 萬 | 0.18% | −5,645−12.8% | 減碼 |
| Ethic Inc. | 38,054 | $785.2 萬 | 0.12% | −928−2.4% | 減碼 |
| Allstate Corp | 37,649 | $776.8 萬 | 0.08% | +13,569+56.3% | 加碼 |
| Swiss Life Asset Management Ltd | 37,239 | $768.4 萬 | 0.04% | +11,381+44.0% | 加碼 |
| Kadensa Capital Ltd | 36,953 | $762.5 萬 | 1.06% | +36,953 | 新進 |
| Foundations Investment Advisors, LLC | 36,920 | $761.8 萬 | 0.09% | +4,876+15.2% | 加碼 |
| Calamos Advisors LLC | 34,768 | $717.4 萬 | 0.03% | +30,128+649.3% | 加碼 |
| Soltis Investment Advisors LLC | 34,620 | $714.3 萬 | 0.46% | +454+1.3% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 34,396 | $701.4 萬 | 0.02% | −2,476−6.7% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 33,630 | $693.9 萬 | 1.19% | +2,947+9.6% | 加碼 |
| Andra AP-fonden | 33,456 | $690.3 萬 | 0.09% | −14,475−30.2% | 減碼 |
| Mizuho Markets Americas LLC | 33,357 | $688.3 萬 | 0.19% | −156,394−82.4% | 減碼 |
| Fifth Third Wealth Advisors LLC | 33,180 | $684.6 萬 | 0.23% | +41+0.1% | 加碼 |
| Employees Retirement System of Texas | 33,174 | $684.5 萬 | 0.06% | −2,049−5.8% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 33,127 | $683.5 萬 | 0.08% | +23,394+240.4% | 加碼 |
| Insight Holdings Group, LLC | 32,800 | $676.8 萬 | 0.48% | +32,800 | 新進 |
| Voleon Capital Management LP | 32,734 | $675.4 萬 | 0.15% | −5,956−15.4% | 減碼 |