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 |
|---|---|---|---|---|---|
| ARK Investment Management LLC大師方舟投資 | 175,723 | $4,310 萬 | 0.28% | −7,921−4.3% | 減碼 |
| Blair William & Co | 176,202 | $4,322 萬 | 0.11% | +6,117+3.6% | 加碼 |
| Storebrand Asset Management AS | 181,336 | $4,448 萬 | 0.11% | −1,212−0.7% | 減碼 |
| 1832 Asset Management L.P. | 192,800 | $4,729 萬 | 0.06% | −1,020,100−84.1% | 減碼 |
| Kames Capital plc | 193,228 | $4,739 萬 | 0.51% | +31,452+19.4% | 加碼 |
| APG Asset Management N.V. | 223,958 | $4,805 萬 | 0.12% | +61,586+37.9% | 加碼 |
| Alliancebernstein L.P. | 239,287 | $4,937 萬 | 0.02% | −25,281−9.6% | 減碼 |
| Standard Life Aberdeen plc | 201,848 | $4,951 萬 | 0.07% | +21,100+11.7% | 加碼 |
| Broad Bay Capital Management, LP | 202,875 | $4,976 萬 | 4.72% | −101,525−33.4% | 減碼 |
| CI Private Wealth, LLC | 208,103 | $5,104 萬 | 0.07% | +185,906+837.5% | 加碼 |
| Asset Management One Co.,Ltd. | 212,875 | $5,221 萬 | 0.13% | −8,862−4.0% | 減碼 |
| Barclays PLC | 222,027 | $5,446 萬 | 0.02% | −219,492−49.7% | 減碼 |
| TD Asset Management Inc | 222,134 | $5,449 萬 | 0.05% | +132,168+146.9% | 加碼 |
| Congress Asset Management Co | 226,921 | $5,566 萬 | 0.34% | −46,835−17.1% | 減碼 |
| Korea Investment CORP | 238,328 | $5,846 萬 | 0.11% | −8,619−3.5% | 減碼 |
| Russell Investments Group, Ltd. | 248,575 | $6,095 萬 | 0.05% | +35,526+16.7% | 加碼 |
| LPL Financial LLC | 249,090 | $6,110 萬 | 0.01% | +10,633+4.5% | 加碼 |
| AustralianSuper Pty Ltd | 250,711 | $6,149 萬 | 0.27% | +4,384+1.8% | 加碼 |
| SEI Investments Co | 262,875 | $6,448 萬 | 0.06% | −120,646−31.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 269,131 | $6,601 萬 | 0.11% | −6,160−2.2% | 減碼 |
| Aviva PLC | 269,857 | $6,619 萬 | 0.10% | +1,703+0.6% | 加碼 |
| Acadian Asset Management LLC | 275,439 | $6,754 萬 | 0.08% | +268,274+3,744.2% | 加碼 |
| Schroder Investment Management Group | 289,552 | $7,058 萬 | 0.05% | +23,767+8.9% | 加碼 |
| Whetstone Capital Advisors, LLC | 292,861 | $7,183 萬 | 19.03% | −170−0.1% | 減碼 |
| Envestnet Asset Management Inc | 294,197 | $7,216 萬 | 0.02% | +7,713+2.7% | 加碼 |
| Exor Capital LLP | 300,023 | $7,359 萬 | 1.58% | 00.0% | 不變 |
| Optiver Holding B.V. | 305,258 | $7,487 萬 | 1.07% | +305,258 | 新進 |
| Defiance ETFs, LLC | 304,017 | $7,488 萬 | 1.04% | +105,888+53.4% | 加碼 |
| Alyeska Investment Group, L.P. | 308,200 | $7,560 萬 | 0.19% | +308,200 | 新進 |
| Capital International Sarl | 308,809 | $7,574 萬 | 1.07% | +29,857+10.7% | 加碼 |
| Nomura Asset Management Co Ltd | 311,231 | $7,634 萬 | 0.16% | +42,330+15.7% | 加碼 |
| Great West Life Assurance Co | 313,236 | $7,686 萬 | 0.12% | +2,224+0.7% | 加碼 |
| Susquehanna International Group, LLP | 320,307 | $7,856 萬 | 0.07% | −42,983−11.8% | 減碼 |
| Worldquant Millennium Advisors LLC | 327,943 | $8,044 萬 | 0.28% | +327,943 | 新進 |
| Allen Investment Management LLC | 328,347 | $8,054 萬 | 0.96% | −14,698−4.3% | 減碼 |
| USS Investment Management Ltd | 330,566 | $8,113 萬 | 0.32% | +34,244+11.6% | 加碼 |
| Dimensional Fund Advisors LP | 343,178 | $8,417 萬 | 0.02% | +6,244+1.9% | 加碼 |
| Whittier Trust Co | 344,815 | $8,536 萬 | 0.84% | +3,847+1.1% | 加碼 |
| Nikko Asset Management Americas, Inc. | 353,182 | $8,662 萬 | 1.12% | −65,904−15.7% | 減碼 |
| Bessemer Group Inc | 357,676 | $8,773 萬 | 0.12% | −6,479−1.8% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 367,585 | $9,016 萬 | 0.28% | −168,799−31.5% | 減碼 |
| California Public Employees Retirement System | 369,762 | $9,070 萬 | 0.05% | −21,510−5.5% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 377,513 | $9,260 萬 | 0.05% | +33,010+9.6% | 加碼 |
| Peregrine Capital Management LLC | 384,759 | $9,437 萬 | 3.07% | −17,090−4.3% | 減碼 |
| Tremblant Capital Group | 384,993 | $9,443 萬 | 2.71% | +90,785+30.9% | 加碼 |
| Royal London Asset Management Ltd | 386,929 | $9,491 萬 | 0.17% | +183,183+89.9% | 加碼 |
| Victory Capital Management Inc | 393,058 | $9,641 萬 | 0.05% | +8,283+2.2% | 加碼 |
| Rhumbline Advisers | 399,259 | $9,793 萬 | 0.07% | +670+0.2% | 加碼 |
| Mariner, LLC | 403,320 | $9,863 萬 | 0.10% | −30,637−7.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 406,656 | $1.00 億 | 0.15% | −4,420−1.1% | 減碼 |
| Credit Agricole S A | 417,945 | $1.03 億 | 0.26% | +14,764+3.7% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 426,318 | $1.05 億 | 0.10% | +18,545+4.5% | 加碼 |
| Jane Street Group, LLC | 432,774 | $1.06 億 | 0.07% | −1,163,665−72.9% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 435,009 | $1.07 億 | 0.23% | −76,459−14.9% | 減碼 |
| Qube Research & Technologies Ltd | 454,589 | $1.12 億 | 0.12% | +454,589 | 新進 |
| Canada Pension Plan Investment Board | 457,160 | $1.12 億 | 0.06% | +318,719+230.2% | 加碼 |
| California State Teachers Retirement System | 467,067 | $1.15 億 | 0.11% | +1,208+0.3% | 加碼 |
| Daiwa Securities Group Inc. | 468,324 | $1.15 億 | 0.26% | +424,446+967.3% | 加碼 |
| Bamco Inc | 471,598 | $1.16 億 | 0.17% | +14,274+3.1% | 加碼 |
| CIBC Bancorp USA Inc. | 476,845 | $1.17 億 | 0.14% | −18,054−3.6% | 減碼 |
| Fred Alger Management, LLC | 480,127 | $1.18 億 | 0.39% | −57,935−10.8% | 減碼 |
| Artisan Partners Limited Partnership | 489,716 | $1.20 億 | 0.20% | −178,442−26.7% | 減碼 |
| Ameriprise Financial Inc | 490,016 | $1.20 億 | 0.02% | −74,104−13.1% | 減碼 |
| Citadel Advisors LLC | 491,046 | $1.20 億 | 0.07% | −1,450,096−74.7% | 減碼 |
| Lord, Abbett & Co. LLC | 494,215 | $1.21 億 | 0.35% | −497,845−50.2% | 減碼 |
| Neuberger Berman Group LLC | 606,033 | $1.49 億 | 0.10% | +99,277+19.6% | 加碼 |
| Vanguard Asset Management, Ltd | 614,819 | $1.51 億 | 0.10% | +72,861+13.4% | 加碼 |
| Squarepoint Ops LLC | 638,961 | $1.57 億 | 0.30% | +57,270+9.8% | 加碼 |
| Nomura Asset Management International Inc. | 646,279 | $1.59 億 | 0.24% | −28,469−4.2% | 減碼 |
| Balyasny Asset Management LLC | 670,903 | $1.65 億 | 0.30% | +320,666+91.6% | 加碼 |
| Wells Fargo & Company | 714,505 | $1.75 億 | 0.03% | +98,384+16.0% | 加碼 |
| Citigroup Inc | 734,622 | $1.80 億 | 0.08% | −70,571−8.8% | 減碼 |
| Phoenix Holdings Ltd. | 807,564 | $1.98 億 | 1.35% | +485,747+150.9% | 加碼 |
| Penserra Capital Management LLC | 816,098 | $2.00 億 | 1.54% | +87,450+12.0% | 加碼 |
| Nuveen, LLC | 816,850 | $2.00 億 | 0.05% | +80,942+11.0% | 加碼 |
| Westfield Capital Management Co LP | 835,502 | $2.05 億 | 0.67% | +293,936+54.3% | 加碼 |
| Swiss National Bank | 875,100 | $2.15 億 | 0.11% | −52,100−5.6% | 減碼 |
| Swedbank AB | 881,457 | $2.16 億 | 0.19% | −46,149−5.0% | 減碼 |
| HSBC Holdings PLC | 880,981 | $2.17 億 | 0.10% | +299,160+51.4% | 加碼 |
| Raymond James Financial Inc | 909,543 | $2.23 億 | 0.06% | −31,304−3.3% | 減碼 |
| Clearbridge Investments, LLC | 912,622 | $2.24 億 | 0.19% | +900,639+7,516.0% | 加碼 |
| UBS Group AG | 957,879 | $2.35 億 | 0.04% | −300,519−23.9% | 減碼 |
| National Pension Service | 959,987 | $2.35 億 | 0.15% | +15,546+1.6% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 983,250 | $2.41 億 | 0.94% | +983,250 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 997,856 | $2.45 億 | 0.14% | −76,541−7.1% | 減碼 |
| Bank of New York Mellon Corp | 1,045,642 | $2.56 億 | 0.04% | +1,601+0.2% | 加碼 |
| Marshall Wace, LLP | 1,065,580 | $2.61 億 | 0.22% | +78,973+8.0% | 加碼 |
| Strategy Capital LLC | 1,106,100 | $2.71 億 | 16.72% | −32,517−2.9% | 減碼 |
| Polar Capital Holdings Plc | 1,240,516 | $3.04 億 | 0.86% | +76,432+6.6% | 加碼 |
| Price T Rowe Associates Inc | 1,544,713 | $3.79 億 | 0.04% | +149,845+10.7% | 加碼 |
| Massachusetts Financial Services Co | 1,578,485 | $3.87 億 | 0.12% | +111,375+7.6% | 加碼 |
| Amundi | 1,591,632 | $3.90 億 | 0.09% | −115,624−6.8% | 減碼 |
| Deutsche Bank AG | 1,604,234 | $3.93 億 | 0.11% | +27,733+1.8% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 1,668,352 | $4.09 億 | 4.22% | −109,816−6.2% | 減碼 |
| Charles Schwab Investment Management Inc | 1,795,993 | $4.41 億 | 0.06% | +183,543+11.4% | 加碼 |
| Pictet Asset Management Holding SA | 1,798,113 | $4.41 億 | 0.42% | +416,128+30.1% | 加碼 |
| Royal Bank of Canada | 1,841,879 | $4.52 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 |
| D. E. Shaw & Co., Inc. | 1,947,802 | $4.78 億 | 0.30% | +660,556+51.3% | 加碼 |
| Vanguard Fiduciary Trust Co | 2,063,824 | $5.06 億 | 0.11% | +61,677+3.1% | 加碼 |