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 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
- 1,228
- 較 2026 年第 1 季 +100 家
- 持有股數
- 2.85 億
- 較 2026 年第 1 季 +790.0 萬 (+2.9%)
- 總市值
- $697.8 億
- 較 2026 年第 1 季 +$127.8 億 (+22.4%)
- 新進機構
- 218
- 另有 487 家加碼
- 清倉機構
- 118
- 另有 385 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 | 1,228 | $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 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 |
|---|---|---|---|---|---|
| Private Advisory Group LLC | 24,202 | $593.6 萬 | 0.33% | −63,259−72.3% | 減碼 |
| Simplex Trading, LLC | 24,408 | $598.7 萬 | 0.16% | +24,408 | 新進 |
| Global Wealth Management Investment Advisory, Inc. | 24,424 | $599.1 萬 | 0.85% | +356+1.5% | 加碼 |
| Janney Montgomery Scott LLC | 25,452 | $624.3 萬 | 0.01% | +5,082+24.9% | 加碼 |
| Premier Fund Managers Ltd | 25,756 | $627.2 萬 | 0.57% | +120+0.5% | 加碼 |
| XTX Topco Ltd | 25,795 | $632.7 萬 | 0.08% | −46,347−64.2% | 減碼 |
| Creek Drive Management Group LLC | 26,000 | $637.7 萬 | 3.94% | −6,200−19.3% | 減碼 |
| Sanctuary Advisors, LLC | 26,097 | $640.1 萬 | 0.03% | −6,115−19.0% | 減碼 |
| Commerce Bank | 26,233 | $643.4 萬 | 0.03% | +1,479+6.0% | 加碼 |
| Colony Group, LLC | 26,400 | $647.6 萬 | 0.01% | +5,991+29.4% | 加碼 |
| Cypress Point Investment Management LP | 26,422 | $648.1 萬 | 1.17% | +1,491+6.0% | 加碼 |
| Brinker Capital Investments, LLC | 26,663 | $654.0 萬 | 0.05% | +3,507+15.1% | 加碼 |
| Perigon Wealth Management, LLC | 26,761 | $656.4 萬 | 0.10% | +111+0.4% | 加碼 |
| Lountzis Asset Management, LLC | 26,924 | $660.4 萬 | 2.09% | −24−0.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 27,322 | $670.2 萬 | 0.07% | +12,230+81.0% | 加碼 |
| Mount Yale Investment Advisors, LLC | 27,423 | $672.6 萬 | 0.12% | +433+1.6% | 加碼 |
| Jasper Ridge Partners, L.P. | 27,835 | $682.7 萬 | 0.15% | 00.0% | 不變 |
| Allstate Corp | 28,339 | $695.1 萬 | 0.07% | −9,310−24.7% | 減碼 |
| GWM Advisors LLC | 28,475 | $698.4 萬 | 0.02% | +3,725+15.1% | 加碼 |
| Sepio Capital, LP | 29,156 | $715.1 萬 | 0.36% | −860−2.9% | 減碼 |
| State of Michigan Retirement System | 29,354 | $720.0 萬 | 0.03% | +29,354 | 新進 |
| Osbon Capital Management LLC | 29,840 | $731.9 萬 | 5.74% | +13,298+80.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,991 | $760.1 萬 | 0.05% | +259+0.8% | 加碼 |
| Virginia Retirement Systems Et Al | 31,150 | $764.0 萬 | 0.05% | +31,150 | 新進 |
| Eurizon Capital SGR S.p.A. | 31,299 | $767.5 萬 | 0.02% | −29,305−48.4% | 減碼 |
| Square Peg Capital Pty Ltd | 32,199 | $789.8 萬 | 10.36% | +26,539+468.9% | 加碼 |
| US Bancorp | 32,204 | $789.9 萬 | 0.01% | +428+1.3% | 加碼 |
| Soltis Investment Advisors LLC | 32,451 | $795.9 萬 | 0.46% | −2,169−6.3% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 32,877 | $806.8 萬 | 0.03% | +3,219+10.9% | 加碼 |
| Fifth Third Wealth Advisors LLC | 33,142 | $812.9 萬 | 0.23% | −38−0.1% | 減碼 |
| Allianz Asset Management GmbH | 33,821 | $829.6 萬 | 0.01% | −34,297−50.3% | 減碼 |
| Clear Harbor Asset Management, LLC | 34,069 | $835.6 萬 | 0.52% | +8,861+35.2% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 34,280 | $840.8 萬 | 0.08% | +1,153+3.5% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 34,384 | $843.4 萬 | 0.38% | +8,699+33.9% | 加碼 |
| OP Asset Management Ltd | 35,091 | $860.7 萬 | 0.09% | −20,623−37.0% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 36,270 | $889.6 萬 | 1.34% | +2,640+7.9% | 加碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 36,434 | $893.7 萬 | 1.10% | +36,434 | 新進 |
| Wealthfront Advisers LLC | 36,851 | $903.9 萬 | 0.02% | +5,428+17.3% | 加碼 |
| Ethic Inc. | 37,034 | $908.4 萬 | 0.11% | −1,020−2.7% | 減碼 |
| Foundations Investment Advisors, LLC | 37,115 | $910.4 萬 | 0.09% | +195+0.5% | 加碼 |
| Liontrust Investment Partners LLP | 37,313 | $915.2 萬 | 0.13% | −12,885−25.7% | 減碼 |
| Yarbrough Capital, LLC | 38,845 | $952.8 萬 | 0.29% | 00.0% | 不變 |
| Ilmarinen Mutual Pension Insurance Co | 38,874 | $953.5 萬 | 0.06% | 00.0% | 不變 |
| Ambassador Advisors, LLC | 39,763 | $975.3 萬 | 1.19% | +41+0.1% | 加碼 |
| Archon Partners LLC | 40,000 | $981.1 萬 | 1.05% | −10,000−20.0% | 減碼 |
| Capelight Capital Asset Management LP | 40,000 | $981.1 萬 | 4.89% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 40,361 | $990.0 萬 | 0.03% | −269−0.7% | 減碼 |
| Group One Trading, L.P. | 40,636 | $996.7 萬 | 0.29% | +1,137+2.9% | 加碼 |
| Los Angeles Capital Management LLC | 40,684 | $997.9 萬 | 0.04% | +35,754+725.2% | 加碼 |
| Assenagon Asset Management S.A. | 40,776 | $1,000 萬 | 0.01% | +31,177+324.8% | 加碼 |
| Nissay Asset Management Corp | 41,344 | $1,014 萬 | 0.04% | +960+2.4% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 41,428 | $1,016 萬 | 0.08% | −10,066−19.5% | 減碼 |
| Kornitzer Capital Management Inc | 41,818 | $1,026 萬 | 0.21% | +39,118+1,448.8% | 加碼 |
| Jacobs Levy Equity Management, Inc | 41,962 | $1,029 萬 | 0.04% | +33,330+386.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 42,331 | $1,038 萬 | 0.05% | +2,880+7.3% | 加碼 |
| Toronto Dominion Bank | 43,871 | $1,076 萬 | 0.02% | −141,579−76.3% | 減碼 |
| LGT Fund Management Co Ltd. | 44,128 | $1,082 萬 | 0.45% | +4,836+12.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 55,984 | $1,086 萬 | 0.02% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 44,361 | $1,088 萬 | 0.05% | +7,122+19.1% | 加碼 |
| AMJ Financial Wealth Management | 52,988 | $1,093 萬 | 2.59% | 00.0% | 不變 |
| Man Group plc | 44,830 | $1,100 萬 | 0.02% | −8,882−16.5% | 減碼 |
| Nordea Investment Management AB | 45,669 | $1,111 萬 | 0.01% | +2,761+6.4% | 加碼 |
| Krane Funds Advisors LLC | 45,814 | $1,124 萬 | 0.40% | +29,561+181.9% | 加碼 |
| British Columbia Investment Management Corp | 46,500 | $1,141 萬 | 0.07% | +2,952+6.8% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 47,196 | $1,158 萬 | 0.01% | +29,096+160.8% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 47,502 | $1,165 萬 | 0.09% | −894−1.8% | 減碼 |
| Bearing Point Capital, LLC | 47,689 | $1,170 萬 | 1.58% | +2,514+5.6% | 加碼 |
| Glynn Capital Management LLC | 47,886 | $1,175 萬 | 3.23% | +4,706+10.9% | 加碼 |
| Utah Retirement Systems | 47,980 | $1,177 萬 | 0.11% | −2,969−5.8% | 減碼 |
| Jefferies Financial Group Inc. | 48,132 | $1,181 萬 | 0.11% | +33,132+220.9% | 加碼 |
| Andra AP-fonden | 48,356 | $1,186 萬 | 0.14% | +14,900+44.5% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 48,500 | $1,190 萬 | 0.02% | +28,700+144.9% | 加碼 |
| AIA Group Ltd | 48,713 | $1,195 萬 | 0.15% | −9,413−16.2% | 減碼 |
| Graham Capital Management, L.P. | 49,237 | $1,208 萬 | 0.32% | −19,666−28.5% | 減碼 |
| Pathstone Holdings, LLC | 49,258 | $1,208 萬 | 0.04% | −1,712−3.4% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 49,395 | $1,212 萬 | 1.05% | +1,395+2.9% | 加碼 |
| JustInvest LLC | 49,840 | $1,222 萬 | 0.10% | −432−0.9% | 減碼 |
| LGT Group Foundation | 50,730 | $1,244 萬 | 0.14% | +7,824+18.2% | 加碼 |
| Thrivent Financial for Lutherans | 51,556 | $1,265 萬 | 0.02% | −693−1.3% | 減碼 |
| Mercer Global Advisors Inc | 52,573 | $1,290 萬 | 0.02% | +20,681+64.8% | 加碼 |
| Varma Mutual Pension Insurance Co | 53,180 | $1,304 萬 | 0.07% | −5,300−9.1% | 減碼 |
| Robinhood Asset Management, LLC | 53,195 | $1,305 萬 | 0.70% | +14,550+37.7% | 加碼 |
| Davy Global Fund Management Ltd | 53,964 | $1,324 萬 | 0.84% | −3,248−5.7% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 54,381 | $1,333 萬 | 0.03% | −8,649−13.7% | 減碼 |
| Clear Street Group Inc. | 55,080 | $1,351 萬 | 0.04% | +36,034+189.2% | 加碼 |
| Delta Global Management LP | 55,803 | $1,369 萬 | 1.48% | +24,352+77.4% | 加碼 |
| Lyell Wealth Management, LP | 55,907 | $1,371 萬 | 0.84% | +1,873+3.5% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 55,509 | $1,408 萬 | 0.02% | +21,113+61.4% | 加碼 |
| Trexquant Investment LP | 57,718 | $1,416 萬 | 0.09% | +14,027+32.1% | 加碼 |
| Candriam Luxembourg S.C.A. | 58,366 | $1,430 萬 | 0.06% | −2,445−4.0% | 減碼 |
| Advisor Group Holdings, Inc. | 58,345 | $1,431 萬 | 0.02% | −1,244−2.1% | 減碼 |
| Cushing Asset Management, LP | 60,000 | $1,472 萬 | 0.66% | +10,000+20.0% | 加碼 |
| Oak Ridge Investments LLC | 62,004 | $1,521 萬 | 0.86% | −3,472−5.3% | 減碼 |
| Assetmark, Inc | 62,325 | $1,529 萬 | 0.03% | +142+0.2% | 加碼 |
| EFG International AG | 62,310 | $1,529 萬 | 0.28% | −2,875−4.4% | 減碼 |
| Natixis Advisors, L.P. | 62,870 | $1,542 萬 | 0.02% | +4,649+8.0% | 加碼 |
| Pinebridge Investments LLC | 62,956 | $1,544 萬 | 0.13% | −57,593−47.8% | 減碼 |
| Cerity Partners LLC | 66,107 | $1,621 萬 | 0.02% | +18,409+38.6% | 加碼 |
| Wim Investment Management Ltd | 66,119 | $1,622 萬 | 5.31% | −161,630−71.0% | 減碼 |
| IMC-Chicago, LLC | 66,518 | $1,632 萬 | 0.15% | −15,577−19.0% | 減碼 |