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 1,272 家機構在 13F 申報持有，市值合計 $785.1 億；方舟投資、橡樹資本等 3 位大師持有。
2026 年第 2 季 13F 持有人
Cloudflare, Inc. 在 2026/6/30 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
- 1,272
- 較 2026 年第 1 季 +123 家
- 持有股數
- 4.21 億
- 較 2026 年第 1 季 +9,630 萬 (+29.6%)
- 總市值
- $785.1 億
- 較 2026 年第 1 季 +$200.6 億 (+34.3%)
- 新進機構
- 239
- 另有 492 家加碼
- 清倉機構
- 116
- 另有 384 家減碼
另有 11 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 | 1,272 | $785.1 億 |
| 2026 年第 1 季 | 1,160 | $585.1 億 |
| 2025 年第 4 季 | 1,107 | $564.0 億 |
| 2025 年第 3 季 | 1,056 | $629.9 億 |
| 2025 年第 2 季 | 968 | $561.7 億 |
| 2025 年第 1 季 | 891 | $316.0 億 |
| 2024 年第 4 季 | 795 | $296.8 億 |
| 2024 年第 3 季 | 706 | $219.8 億 |
| 2024 年第 2 季 | 680 | $224.0 億 |
| 2024 年第 1 季 | 730 | $308.8 億 |
| 2023 年第 4 季 | 701 | $244.1 億 |
| 2023 年第 3 季 | 603 | $214.8 億 |
| 2023 年第 2 季 | 587 | $206.0 億 |
| 2023 年第 1 季 | 598 | $198.5 億 |
| 2022 年第 4 季 | 573 | $119.0 億 |
| 2022 年第 3 季 | 588 | $141.4 億 |
| 2022 年第 2 季 | 550 | $103.6 億 |
| 2022 年第 1 季 | 641 | $279.6 億 |
| 2021 年第 4 季 | 681 | $298.0 億 |
| 2021 年第 3 季 | 620 | $245.6 億 |
| 2021 年第 2 季 | 537 | $226.2 億 |
| 2021 年第 1 季 | 507 | $137.5 億 |
2026 年第 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital World Investors | 24,325,692 | $59.7 億 | 0.70% | +1,590,123+7.0% | 加碼 |
| BlackRock, Inc. | 21,598,907 | $53.9 億 | 0.08% | +504,625+2.4% | 加碼 |
| Banque Cantonale Vaudoise | 21,067 | $51.7 億 | 0.72% | −5,057−19.4% | 減碼 |
| Vanguard Portfolio Management LLC | 16,819,726 | $41.3 億 | 0.19% | +779,837+4.9% | 加碼 |
| Morgan Stanley | 15,258,327 | $37.8 億 | 0.20% | −624,994−3.9% | 減碼 |
| Baillie Gifford & Co | 14,598,594 | $35.8 億 | 3.25% | −1,325,829−8.3% | 減碼 |
| Vanguard Capital Management LLC | 14,430,365 | $35.4 億 | 0.08% | +714,169+5.2% | 加碼 |
| FMR LLC | 12,655,471 | $31.9 億 | 0.14% | −904,980−6.7% | 減碼 |
| Capital International Investors | 10,981,005 | $26.9 億 | 0.56% | +87,840+0.8% | 加碼 |
| State Street Corp | 7,420,765 | $19.0 億 | 0.06% | +242,046+3.4% | 加碼 |
| Geode Capital Management, LLC | 5,963,905 | $14.6 億 | 0.08% | −29,524−0.5% | 減碼 |
| Jennison Associates LLC | 5,419,068 | $13.3 億 | 0.80% | +1,024,584+23.3% | 加碼 |
| JPMorgan Chase & Co | 5,269,562 | $13.0 億 | 0.08% | −633,183−10.7% | 減碼 |
| American Century Companies Inc | 4,286,156 | $10.5 億 | 0.46% | +658,901+18.2% | 加碼 |
| Voya Investment Management LLC | 2,322,031 | $10.3 億 | 0.89% | −559,106−19.4% | 減碼 |
| Franklin Resources Inc | 3,729,976 | $10.1 億 | 0.22% | +379,201+11.3% | 加碼 |
| Wellington Management Group LLP | 4,048,753 | $9.99 億 | 0.17% | +37,923+0.9% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,677,783 | $9.48 億 | 0.74% | −824,979−18.3% | 減碼 |
| First Trust Advisors LP | 3,756,643 | $9.21 億 | 0.54% | −17,383−0.5% | 減碼 |
| Norges Bank | 3,596,888 | $8.82 億 | 0.09% | +3,596,888 | 新進 |
| Sands Capital Management, LLC | 3,239,504 | $7.95 億 | 2.95% | −422,245−11.5% | 減碼 |
| Invesco Ltd. | 3,103,792 | $7.74 億 | 0.06% | −9,733−0.3% | 減碼 |
| Goldman Sachs Group Inc | 3,071,969 | $7.55 億 | 0.08% | +619,603+25.3% | 加碼 |
| Two Sigma Investments, LP | 2,586,183 | $6.99 億 | 0.53% | −233,654−8.3% | 減碼 |
| Legal & General Group Plc | 2,641,523 | $6.48 億 | 0.14% | −312,651−10.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,947,802 | $6.25 億 | 0.39% | +660,556+51.3% | 加碼 |
| UBS Asset Management Americas Inc | 2,418,577 | $5.93 億 | 0.11% | −125,466−4.9% | 減碼 |
| Bank of America Corp | 2,208,432 | $5.42 億 | 0.03% | +140,749+6.8% | 加碼 |
| Northern Trust Corp | 2,100,022 | $5.15 億 | 0.06% | +98,721+4.9% | 加碼 |
| AQR Capital Management LLC | 2,076,835 | $5.09 億 | 0.18% | +1,169,447+128.9% | 加碼 |
| Vanguard Fiduciary Trust Co | 2,063,824 | $5.06 億 | 0.11% | +61,677+3.1% | 加碼 |
| Royal Bank of Canada | 1,841,879 | $4.73 億 | 0.08% | +234,211+14.6% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 1,892,593 | $4.64 億 | 0.30% | +1,892,593 | 新進 |
| Pictet Asset Management Holding SA | 1,798,113 | $4.41 億 | 0.42% | +416,128+30.1% | 加碼 |
| Charles Schwab Investment Management Inc | 1,795,993 | $4.41 億 | 0.06% | +183,543+11.4% | 加碼 |
| Amundi | 1,591,632 | $4.12 億 | 0.10% | −115,624−6.8% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 1,668,352 | $4.09 億 | 4.22% | −109,816−6.2% | 減碼 |
| Deutsche Bank AG | 1,604,234 | $3.98 億 | 0.12% | +27,733+1.8% | 加碼 |
| Massachusetts Financial Services Co | 1,578,485 | $3.87 億 | 0.12% | +111,375+7.6% | 加碼 |
| Price T Rowe Associates Inc | 1,544,713 | $3.79 億 | 0.04% | +149,845+10.7% | 加碼 |
| Polar Capital Holdings Plc | 1,240,516 | $3.04 億 | 0.86% | +76,432+6.6% | 加碼 |
| Strategy Capital LLC | 1,106,100 | $2.71 億 | 16.72% | −32,517−2.9% | 減碼 |
| Marshall Wace, LLP | 1,065,580 | $2.61 億 | 0.22% | +78,973+8.0% | 加碼 |
| Bank of New York Mellon Corp | 3,545,642 | $2.60 億 | 0.04% | +1,301,601+58.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 997,856 | $2.45 億 | 0.14% | −76,541−7.1% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 983,250 | $2.41 億 | 0.94% | +983,250 | 新進 |
| National Pension Service | 959,987 | $2.35 億 | 0.15% | +15,546+1.6% | 加碼 |
| UBS Group AG | 957,879 | $2.35 億 | 0.04% | −300,519−23.9% | 減碼 |
| Clearbridge Investments, LLC | 912,622 | $2.24 億 | 0.19% | +900,639+7,516.0% | 加碼 |
| Raymond James Financial Inc | 909,543 | $2.23 億 | 0.06% | −31,304−3.3% | 減碼 |
| HSBC Holdings PLC | 880,981 | $2.17 億 | 0.10% | +299,160+51.4% | 加碼 |
| Nuveen, LLC | 816,850 | $2.17 億 | 0.05% | +80,942+11.0% | 加碼 |
| Swedbank AB | 881,457 | $2.16 億 | 0.19% | −46,149−5.0% | 減碼 |
| Swiss National Bank | 875,100 | $2.15 億 | 0.11% | −52,100−5.6% | 減碼 |
| Westfield Capital Management Co LP | 835,502 | $2.05 億 | 0.67% | +293,936+54.3% | 加碼 |
| Penserra Capital Management LLC | 816,098 | $2.00 億 | 1.54% | +87,450+12.0% | 加碼 |
| Balyasny Asset Management LLC | 670,903 | $1.98 億 | 0.36% | +320,666+91.6% | 加碼 |
| Phoenix Holdings Ltd. | 807,564 | $1.98 億 | 1.35% | +485,747+150.9% | 加碼 |
| Wolverine Asset Management LLC | – | $1.82 億 | 2.38% | – | 新進 |
| Citigroup Inc | 734,622 | $1.80 億 | 0.08% | −70,571−8.8% | 減碼 |
| Wells Fargo & Company | 714,505 | $1.78 億 | 0.03% | +98,384+16.0% | 加碼 |
| Lord, Abbett & Co. LLC | 494,215 | $1.68 億 | 0.48% | −497,845−50.2% | 減碼 |
| Nomura Asset Management International Inc. | 646,279 | $1.63 億 | 0.25% | −28,469−4.2% | 減碼 |
| Squarepoint Ops LLC | 638,961 | $1.57 億 | 0.30% | +57,270+9.8% | 加碼 |
| Calamos Advisors LLC | – | $1.54 億 | 0.56% | – | – |
| Vanguard Asset Management, Ltd | 614,819 | $1.51 億 | 0.10% | +72,861+13.4% | 加碼 |
| Whitebox Advisors LLC | – | $1.50 億 | 2.42% | – | 新進 |
| Neuberger Berman Group LLC | 606,033 | $1.49 億 | 0.10% | +99,277+19.6% | 加碼 |
| Highbridge Capital Management LLC | – | $1.42 億 | 4.84% | – | – |
| Ameriprise Financial Inc | 490,016 | $1.40 億 | 0.03% | −74,104−13.1% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 426,318 | $1.29 億 | 0.13% | −6,446,455−93.8% | 減碼 |
| Citadel Advisors LLC | 491,046 | $1.27 億 | 0.07% | −1,450,096−74.7% | 減碼 |
| Artisan Partners Limited Partnership | 489,716 | $1.20 億 | 0.20% | −178,442−26.7% | 減碼 |
| Daiwa Securities Group Inc. | 468,324 | $1.20 億 | 0.27% | +424,446+967.3% | 加碼 |
| Fred Alger Management, LLC | 480,127 | $1.18 億 | 0.39% | −57,935−10.8% | 減碼 |
| CIBC Bancorp USA Inc. | 476,845 | $1.17 億 | 0.14% | −18,054−3.6% | 減碼 |
| Bamco Inc | 471,598 | $1.16 億 | 0.17% | +14,274+3.1% | 加碼 |
| California State Teachers Retirement System | 467,067 | $1.15 億 | 0.11% | +1,208+0.3% | 加碼 |
| Canada Pension Plan Investment Board | 457,160 | $1.12 億 | 0.06% | +318,719+230.2% | 加碼 |
| Qube Research & Technologies Ltd | 454,589 | $1.12 億 | 0.12% | +454,589 | 新進 |
| Aristeia Capital LLC | – | $1.10 億 | 1.73% | – | 新進 |
| Tenor Capital Management Co., L.P. | – | $1.09 億 | 1.53% | – | – |
| Mitsubishi UFJ Trust & Banking Corp | 435,009 | $1.07 億 | 0.23% | −76,459−14.9% | 減碼 |
| Jane Street Group, LLC | 432,774 | $1.06 億 | 0.07% | −1,163,665−72.9% | 減碼 |
| Camden Asset Management L P | – | $1.06 億 | 3.08% | – | 新進 |
| Credit Agricole S A | 417,945 | $1.03 億 | 0.26% | +14,764+3.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 406,656 | $1.00 億 | 0.15% | −4,420−1.1% | 減碼 |
| Mariner, LLC | 403,320 | $9,863 萬 | 0.10% | −30,637−7.1% | 減碼 |
| Rhumbline Advisers | 399,259 | $9,793 萬 | 0.07% | +670+0.2% | 加碼 |
| Victory Capital Management Inc | 393,058 | $9,641 萬 | 0.05% | +8,283+2.2% | 加碼 |
| Royal London Asset Management Ltd | 386,929 | $9,491 萬 | 0.17% | +183,183+89.9% | 加碼 |
| Tremblant Capital Group | 384,993 | $9,443 萬 | 2.71% | +90,785+30.9% | 加碼 |
| Peregrine Capital Management LLC | 384,759 | $9,437 萬 | 3.07% | −17,090−4.3% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 377,513 | $9,260 萬 | 0.05% | +33,010+9.6% | 加碼 |
| California Public Employees Retirement System | 369,762 | $9,070 萬 | 0.05% | −21,510−5.5% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 367,585 | $9,016 萬 | 0.28% | −168,799−31.5% | 減碼 |
| DeepCurrents Investment Group LLC | – | $8,958 萬 | 3.07% | – | – |
| Bessemer Group Inc | 357,676 | $8,773 萬 | 0.12% | −6,479−1.8% | 減碼 |
| Nikko Asset Management Americas, Inc. | 353,182 | $8,662 萬 | 1.12% | −65,904−15.7% | 減碼 |
| Capstone Investment Advisors, LLC | 1,088 | $8,649 萬 | 0.60% | – | – |