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 |
|---|---|---|---|---|---|
| Banco Bilbao Vizcaya Argentaria, S.A. | 33,573 | $674.8 萬 | 0.05% | −33,492−49.9% | 減碼 |
| Sanctuary Advisors, LLC | 32,212 | $664.7 萬 | 0.04% | −3,352−9.4% | 減碼 |
| Creek Drive Management Group LLC | 32,200 | $664.4 萬 | 4.17% | +32,200 | 新進 |
| Hidden Lake Asset Management LP | 32,107 | $662.5 萬 | 4.39% | +32,107 | 新進 |
| Mercer Global Advisors Inc | 31,892 | $658.1 萬 | 0.01% | +5,124+19.1% | 加碼 |
| US Bancorp | 31,776 | $655.7 萬 | 0.01% | −1,627−4.9% | 減碼 |
| Delta Global Management LP | 31,451 | $649.0 萬 | 0.53% | +31,451 | 新進 |
| Wealthfront Advisers LLC | 31,423 | $648.4 萬 | 0.01% | −4,515−12.6% | 減碼 |
| Motley Fool Asset Management LLC | 31,286 | $645.6 萬 | 0.28% | −1,352−4.1% | 減碼 |
| Sciencast Management LP | 31,044 | $640.6 萬 | 0.82% | +23,723+324.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,732 | $634.1 萬 | 0.05% | 00.0% | 不變 |
| Sepio Capital, LP | 30,016 | $619.4 萬 | 0.34% | +92+0.3% | 加碼 |
| Bank of Nova Scotia | 29,892 | $616.9 萬 | 0.01% | −89,154−74.9% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 29,658 | $611.2 萬 | 0.03% | +716+2.5% | 加碼 |
| ASR Vermogensbeheer N.V. | 29,138 | $601.2 萬 | 0.07% | +501+1.7% | 加碼 |
| Jasper Ridge Partners, L.P. | 27,835 | $574.3 萬 | 0.13% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 26,990 | $556.9 萬 | 0.13% | +25,749+2,074.9% | 加碼 |
| Lountzis Asset Management, LLC | 26,948 | $556.0 萬 | 2.04% | 00.0% | 不變 |
| PDT Partners, LLC | 26,792 | $552.8 萬 | 0.33% | +11,500+75.2% | 加碼 |
| Perigon Wealth Management, LLC | 26,650 | $549.9 萬 | 0.10% | +2,761+11.6% | 加碼 |
| Banque Cantonale Vaudoise | 26,124 | $539.1 萬 | 0.20% | +1,740+7.1% | 加碼 |
| Hantz Financial Services, Inc. | 26,017 | $536.8 萬 | 0.08% | −7,522−22.4% | 減碼 |
| Newbridge Financial Services Group, Inc. | 25,962 | $535.7 萬 | 0.88% | +1,598+6.6% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 25,685 | $530.0 萬 | 0.26% | +25,685 | 新進 |
| Evercore Wealth Management, LLC | 25,580 | $527.8 萬 | 0.08% | 00.0% | 不變 |
| Amalgamated Bank | 25,534 | $526.9 萬 | 0.04% | −1,115−4.2% | 減碼 |
| Clear Harbor Asset Management, LLC | 25,208 | $520.1 萬 | 0.36% | −159−0.6% | 減碼 |
| Rockefeller Capital Management L.P. | 25,099 | $517.9 萬 | 0.01% | −472−1.8% | 減碼 |
| Cypress Point Investment Management LP | 24,931 | $514.4 萬 | 1.21% | −6,148−19.8% | 減碼 |
| Commerce Bank | 24,754 | $510.8 萬 | 0.02% | −346−1.4% | 減碼 |
| GWM Advisors LLC | 24,750 | $510.7 萬 | 0.02% | +8,900+56.2% | 加碼 |
| Gulf International Bank (UK) Ltd | 24,412 | $503.7 萬 | 0.11% | +8,514+53.6% | 加碼 |
| Premier Fund Managers Ltd | 25,636 | $499.1 萬 | 0.35% | −4,566−15.1% | 減碼 |
| Investment Management Corp of Ontario | 24,120 | $497.7 萬 | 0.06% | −3,743−13.4% | 減碼 |
| Nisa Investment Advisors, LLC | 24,078 | $496.8 萬 | 0.02% | −1,855−7.2% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 24,068 | $496.6 萬 | 0.78% | +8,841+58.1% | 加碼 |
| Arrow Capital Pty Ltd | 25,000 | $486.6 萬 | 4.87% | +25,000 | 新進 |
| Proactive Wealth Strategies LLC | 23,360 | $482.0 萬 | 0.91% | +12,610+117.3% | 加碼 |
| Norden Group LLC | 23,193 | $478.6 萬 | 0.46% | −843−3.5% | 減碼 |
| Brown Advisory Inc | 23,167 | $478.0 萬 | 0.01% | −7,096−23.4% | 減碼 |
| Brinker Capital Investments, LLC | 23,156 | $477.8 萬 | 0.04% | +1,859+8.7% | 加碼 |
| ICONIQ Capital, LLC | 23,136 | $477.4 萬 | 0.11% | 00.0% | 不變 |
| Y.D. More Investments Ltd | 22,739 | $469.2 萬 | 0.18% | −3,268−12.6% | 減碼 |
| Boothbay Fund Management, LLC | 22,362 | $461.4 萬 | 0.11% | +17,866+397.4% | 加碼 |
| Osmosis Investment Management UK Ltd | 22,233 | $458.8 萬 | 0.12% | +6,052+37.4% | 加碼 |
| Warm Springs Advisors Inc. | 22,198 | $458.0 萬 | 3.89% | 00.0% | 不變 |
| CI Private Wealth, LLC | 22,197 | $456.8 萬 | 0.01% | −3,252−12.8% | 減碼 |
| Kestra Advisory Services, LLC | 21,970 | $453.3 萬 | 0.02% | −4,087−15.7% | 減碼 |
| Winton Group Ltd | 21,869 | $451.2 萬 | 0.16% | +21,869 | 新進 |
| CWM, LLC | 21,775 | $449.3 萬 | 0.01% | +5,652+35.1% | 加碼 |
| Viking Fund Management LLC | 21,000 | $433.3 萬 | 0.44% | 00.0% | 不變 |
| Colony Group, LLC | 20,409 | $421.1 萬 | 0.00% | +8,160+66.6% | 加碼 |
| Janney Montgomery Scott LLC | 20,370 | $420.3 萬 | 0.01% | −1,362−6.3% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 19,800 | $408.6 萬 | 0.01% | +19,800 | 新進 |
| Beacon Pointe Advisors, LLC | 19,616 | $404.8 萬 | 0.02% | −1,551−7.3% | 減碼 |
| Jackson Square Capital, LLC | 19,608 | $404.6 萬 | 0.85% | −20,594−51.2% | 減碼 |
| Summit Trail Advisors, LLC | 19,560 | $403.6 萬 | 0.06% | −153−0.8% | 減碼 |
| Lido Advisors, LLC | 19,374 | $399.8 萬 | 0.02% | −11,471−37.2% | 減碼 |
| MetLife Investment Management | 19,289 | $398.0 萬 | 0.02% | −959−4.7% | 減碼 |
| TrueMark Investments, LLC | 19,275 | $397.7 萬 | 0.77% | +270+1.4% | 加碼 |
| RFG Advisory, LLC | 19,229 | $396.8 萬 | 0.07% | +463+2.5% | 加碼 |
| Azzad Asset Management Inc | 19,083 | $393.8 萬 | 0.40% | 00.0% | 不變 |
| Clear Street Group Inc. | 19,046 | $393.0 萬 | 0.02% | +15,859+497.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 18,401 | $379.7 萬 | 0.00% | +3,732+25.4% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 18,100 | $373.5 萬 | 0.01% | +14,510+404.2% | 加碼 |
| Vident Advisory, LLC | 18,082 | $373.1 萬 | 0.03% | +4,213+30.4% | 加碼 |
| Nomura Holdings Inc | 18,071 | $372.9 萬 | 0.03% | +15,816+701.4% | 加碼 |
| KP Management LLC | 17,500 | $361.1 萬 | 1.03% | −10,286−37.0% | 減碼 |
| TCG Advisory Services, LLC | 17,359 | $358.2 萬 | 0.09% | −4,999−22.4% | 減碼 |
| Meridian Wealth Management, LLC | 17,282 | $356.6 萬 | 0.13% | −2,279−11.7% | 減碼 |
| G2 Investment Partners Management LLC | 17,263 | $356.2 萬 | 0.88% | +17,263 | 新進 |
| Empowered Funds, LLC | 17,169 | $354.3 萬 | 0.02% | −33,278−66.0% | 減碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 17,004 | $350.9 萬 | 0.17% | −5,248−23.6% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 16,918 | $349.1 萬 | 0.04% | +1,533+10.0% | 加碼 |
| SWS Partners | 16,890 | $348.5 萬 | 0.86% | +259+1.6% | 加碼 |
| Knollwood Investment Advisory, LLC | 16,800 | $346.7 萬 | 0.35% | 00.0% | 不變 |
| Massar Capital Management, LP | 16,632 | $343.2 萬 | 0.69% | +14,800+807.9% | 加碼 |
| Osbon Capital Management LLC | 16,542 | $341.3 萬 | 2.79% | +4,086+32.8% | 加碼 |
| Krane Funds Advisors LLC | 16,253 | $340.9 萬 | 0.14% | +8,699+115.2% | 加碼 |
| Farther Finance Advisors, LLC | 16,489 | $338.7 萬 | 0.03% | +101+0.6% | 加碼 |
| D.A. Davidson & Co. | 16,108 | $332.4 萬 | 0.02% | −640−3.8% | 減碼 |
| Hel Ved Capital Management Ltd | 16,080 | $331.8 萬 | 0.57% | +16,080 | 新進 |
| Independent Solutions Wealth Management, LLC | 15,925 | $328.6 萬 | 0.48% | −317−2.0% | 減碼 |
| Nia Impact Advisors, LLC | 15,875 | $327.6 萬 | 1.46% | −5,517−25.8% | 減碼 |
| Fideuram Asset Management (Ireland) dac | 17,336 | $322.9 萬 | 0.41% | +17,279+30,314.0% | 加碼 |
| Maryland State Retirement & Pension System | 15,621 | $322.3 萬 | 0.07% | 00.0% | 不變 |
| Taylor Frigon Capital Management LLC | 15,577 | $321.4 萬 | 1.83% | −173−1.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 15,556 | $321.1 萬 | 0.01% | −3,885−20.0% | 減碼 |
| Abn Amro Investment Solutions | 15,447 | $318.7 萬 | 0.04% | −356−2.3% | 減碼 |
| Robocap Asset Management Ltd | 15,328 | $316.3 萬 | 3.38% | −1,073−6.5% | 減碼 |
| RDA Financial Network | 15,112 | $311.8 萬 | 0.78% | +1,214+8.7% | 加碼 |
| CIBC Asset Management Inc | 15,093 | $311.4 萬 | 0.01% | +855+6.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 15,092 | $311.4 萬 | 0.04% | +5,666+60.1% | 加碼 |
| Nicholas Investment Partners, LP | 15,089 | $311.3 萬 | 0.22% | −5,383−26.3% | 減碼 |
| Campbell & CO Investment Adviser LLC | 15,082 | $311.2 萬 | 0.18% | +6,172+69.3% | 加碼 |
| Jefferies Financial Group Inc. | 15,000 | $309.5 萬 | 0.04% | −23,255−60.8% | 減碼 |
| Rakuten Investment Management, Inc. | 15,773 | $307.0 萬 | 0.01% | +2,519+19.0% | 加碼 |
| Prudential PLC | 14,768 | $304.7 萬 | 0.02% | −113−0.8% | 減碼 |
| Cannon Advisors, Inc. | 14,722 | $303.8 萬 | 2.25% | −10−0.1% | 減碼 |
| Hancock Whitney Corp | 14,543 | $298.1 萬 | 0.05% | −519−3.4% | 減碼 |