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 |
|---|---|---|---|---|---|
| Ofi Invest Asset Management | 9,735 | $174.3 萬 | 0.02% | −252−2.5% | 減碼 |
| Fund Advisors of America Inc | 8,353 | $172.4 萬 | 1.75% | −1,286−13.3% | 減碼 |
| Atlas Brown,Inc. | 8,326 | $171.8 萬 | 0.52% | +25+0.3% | 加碼 |
| Meeder Advisory Services, Inc. | 8,155 | $168.3 萬 | 0.07% | +1,058+14.9% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 8,121 | $167.6 萬 | 0.11% | 00.0% | 不變 |
| Prudential Financial Inc | 8,069 | $166.5 萬 | 0.00% | −647−7.4% | 減碼 |
| Numerai GP LLC | 8,053 | $166.2 萬 | 0.17% | −14,814−64.8% | 減碼 |
| Advisory Resource Group | 8,020 | $165.5 萬 | 0.28% | +1,010+14.4% | 加碼 |
| Optas, LLC | 7,853 | $162.0 萬 | 0.25% | −7,445−48.7% | 減碼 |
| BNP Paribas | 7,852 | $162.0 萬 | 0.05% | −208−2.6% | 減碼 |
| Landscape Capital Management, L.L.C. | 7,833 | $161.6 萬 | 0.10% | +7,833 | 新進 |
| Polymer Capital Management (HK) LTD | 7,781 | $160.6 萬 | 0.23% | +7,781 | 新進 |
| E. Ohman J:or Asset Management AB | 7,764 | $160.2 萬 | 0.04% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 7,703 | $158.9 萬 | 0.02% | +7,703 | 新進 |
| Afg Fiduciary Services Limited Partnership | 7,482 | $158.5 萬 | 0.93% | +520+7.5% | 加碼 |
| VGI Partners Ltd | 7,584 | $156.5 萬 | 0.09% | +6,084+405.6% | 加碼 |
| CIBC World Markets Inc. | 7,554 | $155.9 萬 | 0.00% | +236+3.2% | 加碼 |
| Ballentine Partners, LLC | 7,534 | $155.5 萬 | 0.02% | +236+3.2% | 加碼 |
| Harvest Fund Management Co., Ltd | 7,508 | $154.9 萬 | 0.07% | +1,684+28.9% | 加碼 |
| STRS Ohio | 7,498 | $154.7 萬 | 0.01% | −12−0.2% | 減碼 |
| Loup Funds, LLC | 7,425 | $153.2 萬 | 0.97% | +7,425 | 新進 |
| Green Alpha Advisors, LLC | 7,394 | $152.6 萬 | 1.50% | −164−2.2% | 減碼 |
| Signaturefd, LLC | 7,336 | $151.4 萬 | 0.02% | −2,624−26.3% | 減碼 |
| Leonteq Securities AG | 7,296 | $150.5 萬 | 0.09% | −876−10.7% | 減碼 |
| Qsemble Capital Management, LP | 7,296 | $150.5 萬 | 0.12% | +7,296 | 新進 |
| State of Alaska, Department of Revenue | 7,298 | $150.5 萬 | 0.02% | 00.0% | 不變 |
| Portman Square Capital LLP | 7,278 | $150.2 萬 | 0.23% | −420−5.5% | 減碼 |
| Change Path, LLC | 7,263 | $149.9 萬 | 0.03% | −99−1.3% | 減碼 |
| Rakuten Securities, Inc. | 7,259 | $149.8 萬 | 0.62% | +4,873+204.2% | 加碼 |
| Western Wealth Management, LLC | 7,228 | $149.1 萬 | 0.06% | −1,267−14.9% | 減碼 |
| Generali Investments, Management Co LLC | 7,222 | $149.0 萬 | 0.35% | +6,496+894.8% | 加碼 |
| Acadian Asset Management LLC | 7,165 | $147.4 萬 | 0.00% | −50,055−87.5% | 減碼 |
| LJI Wealth Management, LLC | 7,100 | $146.5 萬 | 0.23% | 00.0% | 不變 |
| Larson Financial Group LLC | 7,005 | $144.5 萬 | 0.05% | +2,326+49.7% | 加碼 |
| Wedmont Private Capital | 6,812 | $143.9 萬 | 0.05% | +1,464+27.4% | 加碼 |
| Laird Norton Trust Company, LLC | 6,959 | $143.6 萬 | 0.03% | +908+15.0% | 加碼 |
| Principal Securities, Inc. | 6,793 | $140.2 萬 | 0.02% | +372+5.8% | 加碼 |
| Teamwork Financial Advisors, LLC | 6,751 | $139.3 萬 | 0.15% | −57,497−89.5% | 減碼 |
| Advisory Services Network, LLC | 6,736 | $139.0 萬 | 0.02% | +64+1.0% | 加碼 |
| Everhart Financial Group, Inc. | 6,730 | $138.9 萬 | 0.12% | +302+4.7% | 加碼 |
| Stance Capital LLC | 6,726 | $138.8 萬 | 0.67% | +5+0.1% | 加碼 |
| Kassira Wealth Management LLC | 6,721 | $138.7 萬 | 1.27% | −3,324−33.1% | 減碼 |
| Financial Advisory Service, Inc. | 6,671 | $137.6 萬 | 0.09% | +283+4.4% | 加碼 |
| Lighthouse Investment Partners, LLC | 6,670 | $137.6 萬 | 0.05% | +1,283+23.8% | 加碼 |
| RSM US Wealth Management LLC | 6,656 | $137.3 萬 | 0.02% | +234+3.6% | 加碼 |
| HB Wealth Management, LLC | 6,583 | $135.8 萬 | 0.01% | +1,741+36.0% | 加碼 |
| Vise Technologies, Inc. | 6,815 | $134.4 萬 | 0.03% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 6,491 | $133.9 萬 | 0.01% | −621−8.7% | 減碼 |
| Wealth Management Partners, LLC | 6,486 | $133.8 萬 | 0.38% | +136+2.1% | 加碼 |
| SBI Okasan Asset Management Co.Ltd. | 6,871 | $133.7 萬 | 0.05% | +261+3.9% | 加碼 |
| Western Financial Corp | 6,247 | $128.9 萬 | 0.50% | −513−7.6% | 減碼 |
| Miller Financial Services LLC | 6,234 | $128.6 萬 | 1.43% | +51+0.8% | 加碼 |
| Putney Financial Group LLC | 6,206 | $128.1 萬 | 1.29% | +345+5.9% | 加碼 |
| Merit Financial Group, LLC | 6,181 | $127.5 萬 | 0.01% | +704+12.9% | 加碼 |
| Aigen Investment Management, LP | 6,171 | $127.3 萬 | 0.33% | −1,134−15.5% | 減碼 |
| IFP Advisors, Inc | 6,154 | $127.0 萬 | 0.03% | +3,643+145.1% | 加碼 |
| Plato Investment Management Ltd | 6,147 | $126.9 萬 | 0.09% | 00.0% | 不變 |
| Thoma Capital Management LLC | 6,142 | $126.7 萬 | 0.75% | +106+1.8% | 加碼 |
| Vestcor Inc | 6,087 | $125.6 萬 | 0.03% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 6,047 | $124.8 萬 | 0.07% | +151+2.6% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 6,005 | $123.9 萬 | 0.07% | +618+11.5% | 加碼 |
| UniSuper Management Pty Ltd | 6,000 | $123.8 萬 | 0.01% | 00.0% | 不變 |
| Leelyn Smith, LLC | 5,980 | $123.4 萬 | 0.17% | +5,980 | 新進 |
| Sandler Capital Management | 5,954 | $122.9 萬 | 0.83% | +5,954 | 新進 |
| Shelton Wealth Management, LLC | 5,879 | $121.3 萬 | 0.53% | −416−6.6% | 減碼 |
| Cresset Asset Management, LLC | 5,859 | $120.9 萬 | 0.01% | −116−1.9% | 減碼 |
| Burling Wealth Partners, LLC | 5,843 | $120.6 萬 | 0.19% | +12+0.2% | 加碼 |
| NTV Asset Management LLC | 5,780 | $119.3 萬 | 0.13% | −3,150−35.3% | 減碼 |
| Atomi Financial Group, Inc. | 5,752 | $118.7 萬 | 0.04% | +1,169+25.5% | 加碼 |
| Ellevest, Inc. | 5,740 | $118.4 萬 | 0.16% | +808+16.4% | 加碼 |
| Highland Capital Management, LLC | 5,718 | $118.0 萬 | 0.06% | −48−0.8% | 減碼 |
| Square Peg Capital Pty Ltd | 5,660 | $116.8 萬 | 1.55% | +5,660 | 新進 |
| Florida Financial Advisors, LLC | 5,611 | $115.8 萬 | 0.28% | +1,025+22.4% | 加碼 |
| Bridgewater Advisors Inc. | 6,094 | $114.9 萬 | 0.07% | +180+3.0% | 加碼 |
| DC Investments Management, LLC | 5,532 | $114.1 萬 | 0.44% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 5,513 | $113.8 萬 | 0.03% | +119+2.2% | 加碼 |
| Parallel Advisors, LLC | 5,510 | $113.7 萬 | 0.02% | +406+8.0% | 加碼 |
| Miracle Mile Advisors, LLC | 5,489 | $113.3 萬 | 0.02% | +80+1.5% | 加碼 |
| Stableford Capital II LLC | 5,462 | $112.7 萬 | 0.42% | +85+1.6% | 加碼 |
| Independent Advisor Alliance | 5,391 | $111.3 萬 | 0.01% | −5,888−52.2% | 減碼 |
| Skopos Labs, Inc. | 5,358 | $110.5 萬 | 0.03% | −2,033−27.5% | 減碼 |
| Caitong International Asset Management Co., Ltd | 5,328 | $109.9 萬 | 0.20% | +5,328 | 新進 |
| Grant Private Wealth Management Inc | 5,296 | $109.3 萬 | 0.58% | +1,060+25.0% | 加碼 |
| Index Fund Advisors, Inc. | 5,276 | $108.9 萬 | 0.05% | −5,456−50.8% | 減碼 |
| Paradigm Asset Management Co LLC | 5,200 | $107.3 萬 | 0.25% | 00.0% | 不變 |
| Metis Global Partners, LLC | 5,162 | $106.5 萬 | 0.03% | −343−6.2% | 減碼 |
| Wealthedge Investment Advisors, LLC | 5,157 | $106.4 萬 | 0.39% | −832−13.9% | 減碼 |
| Integrated Wealth Concepts LLC | 5,146 | $106.2 萬 | 0.01% | +760+17.3% | 加碼 |
| TCW Group Inc | 5,119 | $105.6 萬 | 0.01% | +247+5.1% | 加碼 |
| Alight Capital Management LP | 5,000 | $103.2 萬 | 0.30% | +5,000 | 新進 |
| Shay Capital LLC | 5,000 | $103.2 萬 | 0.15% | +5,000 | 新進 |
| Main Street Financial Solutions, LLC | 4,979 | $102.7 萬 | 0.08% | +1,000+25.1% | 加碼 |
| Los Angeles Capital Management LLC | 4,930 | $101.7 萬 | 0.00% | −246,599−98.0% | 減碼 |
| Coldstream Capital Management Inc | 4,884 | $100.8 萬 | 0.01% | −71−1.4% | 減碼 |
| Virtu Financial LLC | 4,867 | $100.4 萬 | 0.04% | +4,867 | 新進 |
| Daymark Wealth Partners, LLC | 4,818 | $99.4 萬 | 0.03% | +313+6.9% | 加碼 |
| Gateway Wealth Partners, LLC | 4,776 | $98.5 萬 | 0.04% | +3,283+219.9% | 加碼 |
| Odyssean, LLC | 4,745 | $97.9 萬 | 0.36% | +1,073+29.2% | 加碼 |
| Harbour Investments, Inc. | 4,726 | $97.5 萬 | 0.02% | +856+22.1% | 加碼 |
| Resources Investment Advisors, LLC. | 4,672 | $96.4 萬 | 0.01% | −224−4.6% | 減碼 |