跳到主要內容

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 2 季與 2026 年第 1 季比較

持有 Cloudflare, Inc. 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人2026 年第 1 季全部持有人

NET 的 13F 持有人:2026 年第 1 季與 2026 年第 2 季比較
項目2026 年第 1 季其中尚未申報 2026 年第 2 季2026 年第 2 季變化
持有家數1,139111,228+100
股數2.77 億28.0 萬2.85 億+790.0 萬 (+2.9%)
市值$570.6 億$5,772 萬$697.8 億+$127.8 億 (+22.4%)

11 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(218 家)

2026 年第 2 季季末持有 Cloudflare, Inc.、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 218 家。

2026 年第 2 季新進 NET 的機構
機構股數市值佔組合 %
Norges Bank3,596,888$8.82 億0.09%
T. Rowe Price Investment Management, Inc.1,892,593$4.64 億0.30%
Menora Mivtachim Holdings Ltd.983,250$2.41 億0.94%
Qube Research & Technologies Ltd454,589$1.12 億0.12%
Worldquant Millennium Advisors LLC327,943$8,044 萬0.28%
Alyeska Investment Group, L.P.308,200$7,560 萬0.19%
Optiver Holding B.V.305,258$7,487 萬1.07%
Renaissance Technologies LLC171,400$4,204 萬0.06%
Jupiter Topco LLC162,576$3,989 萬0.02%
HRT Financial LP142,124$3,486 萬0.06%
Contour Asset Management LLC140,946$3,457 萬0.82%
LMR Partners LLP136,257$3,342 萬0.25%
Nykredit A/S119,162$2,923 萬0.11%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD107,866$2,646 萬1.09%
Scge Management, L.P.100,800$2,472 萬0.42%
Harel Insurance Investments & Financial Services Ltd.100,500$2,465 萬0.12%
ExodusPoint Capital Management, LP100,016$2,453 萬0.23%
Artemis Investment Management LLP98,882$2,425 萬0.22%
Tudor Investment Corp Et Al91,048$2,233 萬0.09%
Connor, Clark & Lunn Investment Management Ltd.88,088$2,161 萬0.04%
Voloridge Investment Management, LLC76,592$1,879 萬0.08%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD36,434$893.7 萬1.10%
Virginia Retirement Systems Et Al31,150$764.0 萬0.05%
State of Michigan Retirement System29,354$720.0 萬0.03%
Simplex Trading, LLC24,408$598.7 萬0.16%
Shannon River Fund Management LLC23,589$578.6 萬0.52%
Sona Asset Management (US) LLC21,000$515.1 萬0.19%
BOCHK Asset Management Ltd19,900$488.1 萬0.77%
Kentucky Retirement Systems19,791$485.4 萬0.12%
Susquehanna Fundamental Investments, LLC17,961$440.5 萬0.08%
Elevatus Welath Management17,385$426.4 萬1.04%
Tran Capital Management, L.P.16,841$413.1 萬0.48%
Blue Jean Financial LLC15,475$379.6 萬2.64%
Element Capital Management LLC15,000$367.9 萬0.20%
Bulltick Wealth Management, LLC14,891$365.2 萬0.74%
Agf Management Ltd13,896$340.8 萬0.01%
Bleakley Financial Group, LLC12,138$297.7 萬0.04%
Morgens Waterfall Vintiadis & Co Inc11,500$282.1 萬2.15%
Discovery Capital Management, LLC10,932$268.1 萬0.11%
Citizens Financial Group Inc9,185$225.3 萬0.03%
Oak Thistle LLC9,003$220.8 萬0.21%
Diversify Advisory Services, LLC8,124$215.8 萬0.04%
Mediolanum International Funds Ltd8,805$214.6 萬0.02%
Caisse de Depot Et Placement du Quebec8,382$205.6 萬0.00%
Quantbot Technologies LP7,978$195.7 萬0.08%
Redhawk Wealth Advisors, Inc.7,161$175.6 萬0.17%
ION Fund Management Ltd7,000$171.7 萬0.20%
J. Safra Sarasin Holding AG6,674$163.7 萬0.02%
Vega Investment Solutions6,561$160.9 萬0.23%
Anchor Bay Capital, Inc.5,037$156.4 萬0.84%
Dark Forest Capital Management LP5,916$145.1 萬0.09%
Gateway Investment Advisers LLC5,911$145.0 萬0.01%
Caisse des Depots Et Consignations5,657$138.8 萬0.02%
Arrowstreet Capital, Limited Partnership5,028$123.3 萬0.00%
Kovack Advisors, Inc.4,710$115.8 萬0.06%
Wright Investors Service Inc4,561$111.9 萬0.31%
Csenge Advisory Group4,457$109.3 萬0.04%
Global Retirement Partners, LLC4,210$103.3 萬0.02%
Caption Management, LLC4,200$103.0 萬0.04%
Sunstone Asset Management, L.P.4,046$99.4 萬1.08%
Virtue Capital Management, LLC3,721$91.3 萬0.12%
Capstone Capital Management Ltd3,493$85.7 萬0.38%
Oversea-Chinese Banking CORP Ltd3,561$84.5 萬0.02%
SNS Financial Group, LLC3,286$80.6 萬0.02%
Longaeva Partners L.P.2,709$66.4 萬0.02%
Waddell & Associates, LLC2,627$64.4 萬0.03%
Bradley Foster & Sargent Inc2,455$60.2 萬0.01%
Storgate, LLC2,453$60.2 萬0.12%
Kesler, Norman & Wride, LLC2,443$59.9 萬0.09%
CAPROCK Group, Inc.2,303$56.5 萬0.01%
Skaana Management L.P.2,300$56.4 萬0.15%
Cypress Capital Group2,284$56.0 萬0.05%
PEAK6 LLC2,229$54.7 萬0.01%
Integrity Alliance, LLC.2,181$53.5 萬0.02%
Mirova2,140$52.5 萬0.02%
Axxion S.A.2,127$52.2 萬0.04%
QTR Family Wealth, LLC2,063$50.6 萬0.18%
Transcend Wealth Collective, LLC2,038$50.0 萬0.03%
Proficio Capital Partners LLC1,984$48.7 萬0.02%
Banco Santander, S.A.1,973$48.4 萬0.00%
Flow Traders U.S. LLC1,963$48.1 萬0.02%
Catalyst Capital Advisors LLC1,945$47.7 萬0.01%
Claudia M.P. Batlle, CRP (R) LLC1,910$46.8 萬0.14%
Parcion Private Wealth LLC1,864$45.7 萬0.03%
Polymer Capital Management (US) LLC1,805$44.3 萬0.07%
SIH Partners, LLLP1,788$43.9 萬0.02%
Blackstone Group Inc.1,736$42.6 萬0.00%
Stephens Inc1,679$41.2 萬0.00%
Keebeck Wealth Management, LLC1,675$41.1 萬0.04%
Perpetual Ltd1,647$40.4 萬0.01%
Ares Systematic Credit Ltd1,623$39.8 萬0.24%
EntryPoint Capital, LLC1,598$39.2 萬0.10%
Diker Management LLC1,500$36.8 萬0.28%
Holderness Investments Co1,496$36.7 萬0.06%
Crestwood Advisors Group LLC1,471$36.1 萬0.01%
Baker Avenue Asset Management, LP1,465$35.9 萬0.01%
Bayesian Capital Management, LP1,449$35.5 萬0.23%
Pinnacle Wealth Management Advisory Group, LLC1,447$35.5 萬0.02%
GatePass Capital, LLC1,415$34.7 萬0.13%
Caerus Investment Advisors, LLC1,414$34.7 萬0.12%

清倉機構(118 家)

2026 年第 1 季季末持有 Cloudflare, Inc.、2026 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 118 家。

2026 年第 2 季清倉 NET 的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Point72 Asset Management, L.P.428,984$8,852 萬
Woodline Partners LP419,492$8,656 萬
Capital Research Global Investors321,736$6,639 萬
Styrax Capital, LP200,000$4,127 萬
Mizuho Markets Cayman LP160,000$3,301 萬
Picton Mahoney Asset Management119,286$2,461 萬
Summit Partners Public Asset Management, LLC108,000$2,228 萬
Verition Fund Management LLC102,025$2,105 萬
Steadfast Capital Management LP96,000$1,981 萬
Benchstone Capital Management LP81,483$1,681 萬
Wealth High Governance Asset Management Ltda.77,893$1,607 萬
Cinctive Capital Management LP74,460$1,536 萬
Atika Capital Management LLC65,000$1,341 萬
Jain Global LLC60,448$1,247 萬
Duquesne Family Office LLC大師杜肯家族辦公室52,535$1,084 萬
iA Global Asset Management Inc.44,670$921.7 萬
Walleye Trading LLC43,487$897.3 萬
Wealth High Governance Capital Ltda42,107$868.8 萬
Maytus Capital Management, LLC40,296$831.5 萬
Kadensa Capital Ltd36,953$762.5 萬
Calamos Advisors LLC34,768$717.4 萬
Insight Holdings Group, LLC32,800$676.8 萬
Hidden Lake Asset Management LP32,107$662.5 萬
Arrow Capital Pty Ltd25,000$486.6 萬
Warm Springs Advisors Inc.22,198$458.0 萬
Massar Capital Management, LP16,632$343.2 萬
Cannon Advisors, Inc.14,722$303.8 萬
Night Squared LP13,615$280.9 萬
Ardsley Advisory Partners LP10,800$222.8 萬
K.J. Harrison & Partners Inc10,100$208.4 萬
Qsemble Capital Management, LP7,296$150.5 萬
Portman Square Capital LLP7,278$150.2 萬
Aigen Investment Management, LP6,171$127.3 萬
Sandler Capital Management5,954$122.9 萬
Shelton Wealth Management, LLC5,879$121.3 萬
DC Investments Management, LLC5,532$114.1 萬
Index Fund Advisors, Inc.5,276$108.9 萬
Shay Capital LLC5,000$103.2 萬
Virtu Financial LLC4,867$100.4 萬
Northwest & Ethical Investments L.P.4,536$96.1 萬
Kepler Cheuvreux (Suisse) SA4,557$94.0 萬
Menard Financial Group LLC4,007$82.7 萬
PFG Advisors3,931$81.1 萬
Tuttle Tactical Management3,426$70.7 萬
Illinois Municipal Retirement Fund3,392$70.0 萬
Evoke Wealth, LLC3,277$67.6 萬
Patriot Financial Group Insurance Agency, LLC3,262$67.3 萬
Twin Tree Management, LP3,049$62.9 萬
Rooted Wealth Advisors, Inc.3,068$62.8 萬
Pacific Point Advisors, LLC3,000$61.9 萬
Westwood Holdings Group Inc.2,979$61.5 萬
McAdam, LLC2,623$54.1 萬
Driehaus Capital Management LLC2,548$52.6 萬
Fieldview Capital Management, LLC2,472$51.0 萬
Twinbeech Capital LP2,400$49.5 萬
Pacific Wealth Strategies Group, Inc.2,000$41.3 萬
Arista Wealth Management, LLC1,923$39.7 萬
Clark Capital Management Group, Inc.1,832$37.8 萬
GTS Securities LLC1,799$37.1 萬
Gsa Capital Partners LLP1,755$36.2 萬
Quadrant Private Wealth Management, LLC1,653$34.1 萬
Oxford Asset Management LLP1,639$33.8 萬
Laurion Capital Management LP1,629$33.6 萬
Lotus Technology Management, LP1,616$33.3 萬
Paces Ferry Wealth Advisors, LLC1,556$32.1 萬
Sanders Morris Harris LLC1,530$31.6 萬
Mount Lucas Management LP1,512$31.2 萬
Gordian Capital Singapore Pte Ltd1,500$31.0 萬
Huntleigh Advisors, Inc.1,441$29.7 萬
Walser Wealth Management Company, A Ltd Liability Co1,386$28.6 萬
Black Swift Group, LLC1,350$27.9 萬
Mirabella Financial Services LLP1,276$26.3 萬
Moors & Cabot, Inc.1,192$24.6 萬
IHT Wealth Management, LLC1,174$24.2 萬
Willis Johnson & Associates, Inc.1,073$22.1 萬
Strategic Blueprint, LLC1,072$22.1 萬
Pacific Excel Wealth Advisors, Inc.1,046$21.6 萬
CSM Advisors, LLC1,023$21.1 萬
Jacobi Capital Management LLC987$20.4 萬
Golden State Equity Partners703$14.5 萬
Global Assets Advisory, LLC652$13.5 萬
Thurston, Springer, Miller, Herd & Titak, Inc.450$9.29 萬
Sound Income Strategies, LLC419$8.61 萬
Intentional Wealth Strategies, LLC270$5.57 萬
Elequin Capital LP253$5.22 萬
Strive Financial Group ,LLC253$5.20 萬
AlphaCentric Advisors LLC239$4.93 萬
Tiaa Trust, National Association239$4.93 萬
United Community Bank200$4.13 萬
Hanson & Doremus Investment Management200$4.10 萬
Rachor Investment Advisory Services, LLC170$3.51 萬
RWM Asset Management, LLC150$3.10 萬
Twin Peaks Wealth Advisors, LLC128$2.64 萬
Addison Advisors LLC111$2.29 萬
Acumen Wealth Advisors, LLC105$2.17 萬
Berbice Capital Management LLC105$2.17 萬
Toth Financial Advisory Corp60$1.24 萬
Wealth Preservation Advisors, LLC41$8,460
Bank of Jackson Hole Trust35$7,222
Princeton Global Asset Management LLC26$5,365

尚未申報 2026 年第 2 季的機構(11 家)

2026 年第 1 季季末持有 Cloudflare, Inc.、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2026 年第 1 季持有 NET、尚未申報 2026 年第 2 季的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Janus Henderson Group PLC241,367$4,981 萬
CWM, LLC21,775$449.3 萬
Skopos Labs, Inc.5,358$110.5 萬
Farmers Trust Co3,000$61.9 萬
Gibbs Wealth Management2,517$51.9 萬
Moseley Investment Management Inc1,593$32.9 萬
Sunbelt Securities, Inc.1,409$29.1 萬
U.S. Capital Wealth Advisors, LLC1,365$28.2 萬
Bedell Frazier Investment Counseling, LLC1,238$25.5 萬
Evelyn Partners Investment Management LLP75$1.55 萬
McIlrath & Eck, LLC5$1,032