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 |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 4,536 | $96.1 萬 | 0.02% | +653+16.8% | 加碼 |
| J.W. Cole Advisors, Inc. | 4,627 | $95.5 萬 | 0.03% | +108+2.4% | 加碼 |
| Palumbo Wealth Management LLC | 4,609 | $95.1 萬 | 0.23% | +721+18.5% | 加碼 |
| Allworth Financial LP | 4,602 | $95.0 萬 | 0.00% | +1,767+62.3% | 加碼 |
| GAM Holding AG | 4,589 | $94.7 萬 | 0.08% | +1,504+48.8% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 4,584 | $94.6 萬 | 0.05% | +46+1.0% | 加碼 |
| Van Hulzen Asset Management, LLC | 4,565 | $94.2 萬 | 0.07% | −250−5.2% | 減碼 |
| Kepler Cheuvreux (Suisse) SA | 4,557 | $94.0 萬 | 0.06% | +147+3.3% | 加碼 |
| Moneta Group Investment Advisors LLC | 4,523 | $93.3 萬 | 0.01% | +418+10.2% | 加碼 |
| China Universal Asset Management Co., Ltd. | 4,500 | $92.9 萬 | 0.07% | +4,500 | 新進 |
| Private Trust Co NA | 4,406 | $90.9 萬 | 0.08% | +4,365+10,646.3% | 加碼 |
| Marex Group plc | 4,393 | $90.6 萬 | 0.01% | −7,210−62.1% | 減碼 |
| Robeco Institutional Asset Management B.V. | 4,348 | $89.7 萬 | 0.00% | −9,134−67.7% | 減碼 |
| Lazard Asset Management LLC | 4,307 | $88.9 萬 | 0.00% | −2,111−32.9% | 減碼 |
| Yousif Capital Management, LLC | 4,305 | $88.8 萬 | 0.01% | +194+4.7% | 加碼 |
| Camden Capital, LLC | 4,271 | $88.1 萬 | 0.06% | +1,115+35.3% | 加碼 |
| Pallas Capital Advisors LLC | 4,271 | $88.1 萬 | 0.03% | +108+2.6% | 加碼 |
| Brighton Jones LLC | 4,253 | $87.8 萬 | 0.02% | +4,253 | 新進 |
| Kestra Private Wealth Services, LLC | 4,201 | $86.7 萬 | 0.01% | −93−2.2% | 減碼 |
| Emerald Advisers, LLC | 4,196 | $86.6 萬 | 0.03% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 4,186 | $86.4 萬 | 0.03% | −719−14.7% | 減碼 |
| Cornerstone Enterprises, LLC | 4,182 | $86.3 萬 | 0.43% | −762−15.4% | 減碼 |
| Thoroughbred Financial Services, LLC | 4,152 | $85.6 萬 | 0.05% | +140+3.5% | 加碼 |
| LeConte Wealth Management, LLC | 4,078 | $84.1 萬 | 0.54% | +284+7.5% | 加碼 |
| GraniteShares Advisors LLC | 4,077 | $84.1 萬 | 0.61% | −336−7.6% | 減碼 |
| Davis Capital Management | 4,053 | $83.6 萬 | 0.57% | +10.0% | 加碼 |
| Dara Capital US, Inc. | 4,050 | $83.6 萬 | 0.79% | +82+2.1% | 加碼 |
| Summit Financial, LLC | 4,041 | $83.4 萬 | 0.01% | −2,173−35.0% | 減碼 |
| Kingsview Wealth Management, LLC | 4,034 | $83.2 萬 | 0.01% | −96−2.3% | 減碼 |
| Menard Financial Group LLC | 4,007 | $82.7 萬 | 0.58% | −24−0.6% | 減碼 |
| Nwam LLC | 4,003 | $82.6 萬 | 0.05% | +4,003 | 新進 |
| Kingswood Wealth Advisors, LLC | 3,985 | $82.2 萬 | 0.04% | +318+8.7% | 加碼 |
| Alphadyne Asset Management LP | 3,940 | $81.3 萬 | 0.11% | +234+6.3% | 加碼 |
| PFG Advisors | 3,931 | $81.1 萬 | 0.04% | +2,300+141.0% | 加碼 |
| Avestar Capital, LLC | 3,890 | $80.3 萬 | 0.05% | −136−3.4% | 減碼 |
| Prelude Capital Management, LLC | 3,888 | $80.2 萬 | 0.06% | +80+2.1% | 加碼 |
| Guggenheim Capital LLC | 3,820 | $78.8 萬 | 0.01% | −1,796−32.0% | 減碼 |
| Dynasty Wealth Management, LLC | 3,805 | $78.5 萬 | 0.01% | +626+19.7% | 加碼 |
| Sagespring Wealth Partners, LLC | 3,791 | $78.2 萬 | 0.01% | +309+8.9% | 加碼 |
| OpenArc Corporate Advisory, LLC | 3,731 | $77.0 萬 | 0.01% | −163−4.2% | 減碼 |
| Brookstone Capital Management | 3,710 | $76.6 萬 | 0.01% | +436+13.3% | 加碼 |
| Hill Island Financial LLC | 3,676 | $75.9 萬 | 0.18% | −10.0% | 減碼 |
| Apollon Wealth Management, LLC | 3,668 | $75.7 萬 | 0.01% | −27−0.7% | 減碼 |
| Cache Advisors, LLC | 3,650 | $75.3 萬 | 0.09% | 00.0% | 不變 |
| LRT Capital Management, LLC | 3,627 | $74.8 萬 | 0.70% | −76−2.1% | 減碼 |
| Linden Thomas Advisory Services, LLC | 3,619 | $74.7 萬 | 0.07% | +3,619 | 新進 |
| Wealthcare Advisory Partners LLC | 3,614 | $74.6 萬 | 0.01% | +516+16.7% | 加碼 |
| Advisors Asset Management, Inc. | 3,593 | $74.1 萬 | 0.01% | +1,159+47.6% | 加碼 |
| Oxford Financial Group Ltd | 3,589 | $74.1 萬 | 0.04% | +3,589 | 新進 |
| Powell Investment Advisors, LLC | 3,583 | $73.9 萬 | 0.25% | 00.0% | 不變 |
| Intech Investment Management LLC | 3,578 | $73.8 萬 | 0.01% | −10,360−74.3% | 減碼 |
| Cambria Investment Management, L.P. | 3,540 | $73.0 萬 | 0.04% | +1,860+110.7% | 加碼 |
| Central Pacific Bank - Trust Division | 3,503 | $72.3 萬 | 0.09% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 3,459 | $71.4 萬 | 0.02% | +3,459 | 新進 |
| Tuttle Tactical Management | 3,426 | $70.7 萬 | 1.16% | +3,426 | 新進 |
| Avanza Fonder AB | 3,423 | $70.6 萬 | 0.02% | +100+3.0% | 加碼 |
| Illinois Municipal Retirement Fund | 3,392 | $70.0 萬 | 0.01% | −7,775−69.6% | 減碼 |
| Truvestments Capital LLC | 3,390 | $70.0 萬 | 0.13% | +278+8.9% | 加碼 |
| Argos Wealth Advisors, LLC | 3,334 | $68.8 萬 | 0.20% | +126+3.9% | 加碼 |
| Cravens & Co Advisors, LLC | 3,316 | $68.4 萬 | 0.44% | +244+7.9% | 加碼 |
| Frank, Rimerman Advisors LLC | 3,314 | $68.4 萬 | 0.04% | +441+15.3% | 加碼 |
| Baird Financial Group, Inc. | 3,312 | $68.3 萬 | 0.00% | +1,452+78.1% | 加碼 |
| Evoke Wealth, LLC | 3,277 | $67.6 萬 | 0.01% | +409+14.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 3,268 | $67.4 萬 | 0.01% | −52−1.6% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,262 | $67.3 萬 | 0.04% | +3,262 | 新進 |
| Savant Capital, LLC | 3,261 | $67.3 萬 | 0.00% | +696+27.1% | 加碼 |
| Sovran Advisors, LLC | 3,238 | $66.4 萬 | 0.05% | +234+7.8% | 加碼 |
| Fedenia Advisers LLC | 3,160 | $65.2 萬 | 0.48% | −32−1.0% | 減碼 |
| Fiduciary Planning LLC | 3,136 | $64.7 萬 | 0.20% | +546+21.1% | 加碼 |
| AXS Investments LLC | 3,126 | $64.5 萬 | 0.26% | −432−12.1% | 減碼 |
| United Advisor Group, LLC | 3,126 | $64.5 萬 | 0.08% | −211−6.3% | 減碼 |
| Synergy Financial Group, LTD | 3,111 | $64.2 萬 | 0.48% | −216−6.5% | 減碼 |
| International Assets Investment Management, LLC | 3,120 | $64.1 萬 | 0.04% | −114−3.5% | 減碼 |
| Arrowroot Family Office, LLC | 3,105 | $64.1 萬 | 0.21% | +3,105 | 新進 |
| Bridges Investment Management Inc | 3,053 | $63.0 萬 | 0.01% | +118+4.0% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 3,051 | $63.0 萬 | 0.02% | −835−21.5% | 減碼 |
| Twin Tree Management, LP | 3,049 | $62.9 萬 | 0.13% | +3,049 | 新進 |
| Rooted Wealth Advisors, Inc. | 3,068 | $62.8 萬 | 0.17% | −12−0.4% | 減碼 |
| Independence Bank of Kentucky | 3,020 | $62.3 萬 | 0.08% | 00.0% | 不變 |
| Cigna Investments Inc | 3,017 | $62.2 萬 | 0.10% | −45−1.5% | 減碼 |
| Farmers Trust Co | 3,000 | $61.9 萬 | 0.10% | 00.0% | 不變 |
| Pacific Point Advisors, LLC | 3,000 | $61.9 萬 | 0.33% | 00.0% | 不變 |
| PFG Investments, LLC | 2,984 | $61.6 萬 | 0.03% | −1,003−25.2% | 減碼 |
| Westwood Holdings Group Inc. | 2,979 | $61.5 萬 | 0.00% | −256−7.9% | 減碼 |
| National Asset Management, Inc. | 3,090 | $60.1 萬 | 0.04% | +176+6.0% | 加碼 |
| EP Wealth Advisors, LLC | 2,913 | $60.1 萬 | 0.00% | −4,942−62.9% | 減碼 |
| Archer Investment Corp | 2,900 | $59.8 萬 | 0.13% | +2,900 | 新進 |
| Premier Path Wealth Partners, LLC | 2,882 | $59.5 萬 | 0.08% | +236+8.9% | 加碼 |
| Buckingham Strategic Partners | 2,823 | $58.2 萬 | 0.01% | +1,357+92.6% | 加碼 |
| Flputnam Investment Management Co | 2,822 | $58.2 萬 | 0.01% | +870+44.6% | 加碼 |
| Ring Mountain Capital, LLC | 2,789 | $57.5 萬 | 0.31% | −4−0.1% | 減碼 |
| Frec Markets, Inc. | 2,738 | $56.5 萬 | 0.10% | +2,738 | 新進 |
| Ronald Blue Trust, Inc. | 2,735 | $56.4 萬 | 0.01% | −39−1.4% | 減碼 |
| Kornitzer Capital Management Inc | 2,700 | $55.7 萬 | 0.01% | +550+25.6% | 加碼 |
| Spear Advisors LLC | 2,679 | $55.3 萬 | 0.41% | −26,961−91.0% | 減碼 |
| Chicago Partners Investment Group LLC | 2,652 | $55.0 萬 | 0.01% | +309+13.2% | 加碼 |
| Portside Wealth Group, LLC | 2,664 | $55.0 萬 | 0.07% | −57−2.1% | 減碼 |
| Clarendon Private LLC | 2,633 | $54.3 萬 | 0.42% | −54−2.0% | 減碼 |
| McAdam, LLC | 2,623 | $54.1 萬 | 0.02% | +683+35.2% | 加碼 |
| Driehaus Capital Management LLC | 2,548 | $52.6 萬 | 0.00% | −426−14.3% | 減碼 |