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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 2,076,835 | $5.09 億 | 0.18% | +1,169,447+128.9% | 加碼 |
| Northern Trust Corp | 2,100,022 | $5.15 億 | 0.06% | +98,721+4.9% | 加碼 |
| Bank of America Corp | 2,208,432 | $5.42 億 | 0.03% | +140,749+6.8% | 加碼 |
| Voya Investment Management LLC | 2,322,031 | $5.69 億 | 0.49% | −559,106−19.4% | 減碼 |
| UBS Asset Management Americas Inc | 2,418,577 | $5.93 億 | 0.11% | −125,466−4.9% | 減碼 |
| Two Sigma Investments, LP | 2,586,183 | $6.34 億 | 0.48% | −233,654−8.3% | 減碼 |
| Legal & General Group Plc | 2,641,523 | $6.48 億 | 0.14% | −312,651−10.6% | 減碼 |
| Goldman Sachs Group Inc | 3,071,969 | $7.53 億 | 0.08% | +619,603+25.3% | 加碼 |
| Invesco Ltd. | 3,103,792 | $7.61 億 | 0.06% | −9,733−0.3% | 減碼 |
| Sands Capital Management, LLC | 3,239,504 | $7.95 億 | 2.95% | −422,245−11.5% | 減碼 |
| Norges Bank | 3,596,888 | $8.82 億 | 0.09% | +3,596,888 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,677,783 | $9.02 億 | 0.71% | −824,979−18.3% | 減碼 |
| Franklin Resources Inc | 3,729,976 | $9.15 億 | 0.20% | +379,201+11.3% | 加碼 |
| First Trust Advisors LP | 3,756,643 | $9.21 億 | 0.54% | −17,383−0.5% | 減碼 |
| Wellington Management Group LLP | 4,048,753 | $9.93 億 | 0.17% | +37,923+0.9% | 加碼 |
| American Century Companies Inc | 4,286,156 | $10.5 億 | 0.46% | +658,901+18.2% | 加碼 |
| JPMorgan Chase & Co | 5,269,562 | $12.8 億 | 0.08% | −633,183−10.7% | 減碼 |
| Jennison Associates LLC | 5,419,068 | $13.3 億 | 0.80% | +1,024,584+23.3% | 加碼 |
| Geode Capital Management, LLC | 5,963,905 | $14.6 億 | 0.08% | −29,524−0.5% | 減碼 |
| State Street Corp | 7,420,765 | $18.2 億 | 0.05% | +242,046+3.4% | 加碼 |
| Capital International Investors | 10,981,005 | $26.9 億 | 0.56% | +87,840+0.8% | 加碼 |
| FMR LLC | 12,655,471 | $31.0 億 | 0.13% | −904,980−6.7% | 減碼 |
| Vanguard Capital Management LLC | 14,430,365 | $35.4 億 | 0.08% | +714,169+5.2% | 加碼 |
| Baillie Gifford & Co | 14,598,594 | $35.8 億 | 3.25% | −1,325,829−8.3% | 減碼 |
| Morgan Stanley | 15,258,327 | $37.4 億 | 0.20% | −624,994−3.9% | 減碼 |
| Vanguard Portfolio Management LLC | 16,819,726 | $41.3 億 | 0.19% | +779,837+4.9% | 加碼 |
| BlackRock, Inc. | 21,598,907 | $53.0 億 | 0.08% | +504,625+2.4% | 加碼 |
| Capital World Investors | 24,325,692 | $59.7 億 | 0.70% | +1,590,123+7.0% | 加碼 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −428,984−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −419,492−100.0% | 清倉 |
| Capital Research Global Investors | 0 | $0 | 0.00% | −321,736−100.0% | 清倉 |
| Styrax Capital, LP | 0 | $0 | 0.00% | −200,000−100.0% | 清倉 |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −160,000−100.0% | 清倉 |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −119,286−100.0% | 清倉 |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −108,000−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −102,025−100.0% | 清倉 |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −96,000−100.0% | 清倉 |
| Benchstone Capital Management LP | 0 | $0 | 0.00% | −81,483−100.0% | 清倉 |
| Wealth High Governance Asset Management Ltda. | 0 | $0 | 0.00% | −77,893−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −74,460−100.0% | 清倉 |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −65,000−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −60,448−100.0% | 清倉 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 0 | $0 | 0.00% | −52,535−100.0% | 清倉 |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −44,670−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −43,487−100.0% | 清倉 |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −42,107−100.0% | 清倉 |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −40,296−100.0% | 清倉 |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −36,953−100.0% | 清倉 |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −34,768−100.0% | 清倉 |
| Insight Holdings Group, LLC | 0 | $0 | 0.00% | −32,800−100.0% | 清倉 |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −32,107−100.0% | 清倉 |
| Arrow Capital Pty Ltd | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Warm Springs Advisors Inc. | 0 | $0 | 0.00% | −22,198−100.0% | 清倉 |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −16,632−100.0% | 清倉 |
| Cannon Advisors, Inc. | 0 | $0 | 0.00% | −14,722−100.0% | 清倉 |
| Night Squared LP | 0 | $0 | 0.00% | −13,615−100.0% | 清倉 |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −10,800−100.0% | 清倉 |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −10,100−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −7,296−100.0% | 清倉 |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −7,278−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −6,171−100.0% | 清倉 |
| Sandler Capital Management | 0 | $0 | 0.00% | −5,954−100.0% | 清倉 |
| Shelton Wealth Management, LLC | 0 | $0 | 0.00% | −5,879−100.0% | 清倉 |
| DC Investments Management, LLC | 0 | $0 | 0.00% | −5,532−100.0% | 清倉 |
| Index Fund Advisors, Inc. | 0 | $0 | 0.00% | −5,276−100.0% | 清倉 |
| Shay Capital LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,867−100.0% | 清倉 |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −4,536−100.0% | 清倉 |
| Kepler Cheuvreux (Suisse) SA | 0 | $0 | 0.00% | −4,557−100.0% | 清倉 |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −4,007−100.0% | 清倉 |
| PFG Advisors | 0 | $0 | 0.00% | −3,931−100.0% | 清倉 |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −3,426−100.0% | 清倉 |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −3,392−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −3,277−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −3,262−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −3,049−100.0% | 清倉 |
| Rooted Wealth Advisors, Inc. | 0 | $0 | 0.00% | −3,068−100.0% | 清倉 |
| Pacific Point Advisors, LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −2,979−100.0% | 清倉 |
| McAdam, LLC | 0 | $0 | 0.00% | −2,623−100.0% | 清倉 |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −2,548−100.0% | 清倉 |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −2,472−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −2,400−100.0% | 清倉 |
| Pacific Wealth Strategies Group, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Arista Wealth Management, LLC | 0 | $0 | 0.00% | −1,923−100.0% | 清倉 |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −1,832−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −1,799−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,755−100.0% | 清倉 |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,653−100.0% | 清倉 |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −1,639−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −1,629−100.0% | 清倉 |
| Lotus Technology Management, LP | 0 | $0 | 0.00% | −1,616−100.0% | 清倉 |
| Paces Ferry Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,556−100.0% | 清倉 |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −1,530−100.0% | 清倉 |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −1,512−100.0% | 清倉 |
| Gordian Capital Singapore Pte Ltd | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Huntleigh Advisors, Inc. | 0 | $0 | 0.00% | −1,441−100.0% | 清倉 |
| Walser Wealth Management Company, A Ltd Liability Co | 0 | $0 | 0.00% | −1,386−100.0% | 清倉 |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −1,350−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,276−100.0% | 清倉 |