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 $749.7 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
- $749.4 億
- 較 2026 年第 1 季 +$179.5 億 (+31.5%)
- 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 | $749.7 億 |
| 2026 年第 1 季 | 1,139 | $570.6 億 |
| 2025 年第 4 季 | 1,091 | $548.7 億 |
| 2025 年第 3 季 | 1,039 | $614.2 億 |
| 2025 年第 2 季 | 947 | $545.8 億 |
| 2025 年第 1 季 | 872 | $300.5 億 |
| 2024 年第 4 季 | 772 | $284.3 億 |
| 2024 年第 3 季 | 680 | $207.5 億 |
| 2024 年第 2 季 | 652 | $211.9 億 |
| 2024 年第 1 季 | 709 | $296.4 億 |
| 2023 年第 4 季 | 678 | $232.8 億 |
| 2023 年第 3 季 | 573 | $158.1 億 |
| 2023 年第 2 季 | 560 | $160.4 億 |
| 2023 年第 1 季 | 572 | $162.0 億 |
| 2022 年第 4 季 | 550 | $109.7 億 |
| 2022 年第 3 季 | 563 | $128.6 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 |
|---|---|---|---|---|---|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,571 | $38.5 萬 | 0.13% | −700−30.8% | 減碼 |
| VGI Partners Ltd | 1,584 | $38.9 萬 | 0.02% | −6,000−79.1% | 減碼 |
| Balboa Wealth Partners | 1,592 | $39.0 萬 | 0.05% | −100−5.9% | 減碼 |
| EntryPoint Capital, LLC | 1,598 | $39.2 萬 | 0.10% | +1,598 | 新進 |
| 180 Wealth Advisors, LLC | 1,599 | $39.2 萬 | 0.04% | −38−2.3% | 減碼 |
| Capital Advisors Inc | 1,607 | $39.4 萬 | 0.01% | −2−0.1% | 減碼 |
| Lodestone Wealth Management LLC | 1,610 | $39.5 萬 | 0.14% | −423−20.8% | 減碼 |
| Global Financial Private Client, LLC | 1,618 | $39.7 萬 | 0.11% | +382+30.9% | 加碼 |
| Ares Systematic Credit Ltd | 1,623 | $39.8 萬 | 0.24% | +1,623 | 新進 |
| Rehmann Capital Advisory Group | 1,627 | $39.9 萬 | 0.02% | +69+4.4% | 加碼 |
| Perpetual Ltd | 1,647 | $40.4 萬 | 0.01% | +1,647 | 新進 |
| Kestra Investment Management, LLC | 1,651 | $40.5 萬 | 0.01% | +313+23.4% | 加碼 |
| Cynosure Management, LLC | 1,664 | $40.8 萬 | 0.06% | 00.0% | 不變 |
| Keebeck Wealth Management, LLC | 1,675 | $41.1 萬 | 0.04% | +1,675 | 新進 |
| Waterloo Capital, L.P. | 1,676 | $41.1 萬 | 0.02% | +200+13.6% | 加碼 |
| Stephens Inc | 1,679 | $41.2 萬 | 0.00% | +1,679 | 新進 |
| Seven Springs Wealth Group, LLC | 1,713 | $42.0 萬 | 0.09% | −156−8.3% | 減碼 |
| Cardiff Park Advisors, LLC | 1,726 | $42.3 萬 | 0.03% | 00.0% | 不變 |
| Blackstone Group Inc. | 1,736 | $42.6 萬 | 0.00% | +1,736 | 新進 |
| Bryn Mawr Trust Co | 1,738 | $42.6 萬 | 0.01% | +49+2.9% | 加碼 |
| Spirepoint Private Client, LLC | 1,750 | $42.9 萬 | 0.03% | +3+0.2% | 加碼 |
| IMA Wealth, Inc. | 1,751 | $42.9 萬 | 0.03% | −373−17.6% | 減碼 |
| Howard Capital Management Inc. | 1,755 | $43.0 萬 | 0.01% | +642+57.7% | 加碼 |
| Indivisible Partners | 1,760 | $43.2 萬 | 0.02% | −153−8.0% | 減碼 |
| Sterling Investment Advisors, Ltd. | 1,768 | $43.4 萬 | 0.07% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 1,770 | $43.4 萬 | 0.03% | +684+63.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,780 | $43.7 萬 | 0.00% | −126−6.6% | 減碼 |
| Personal Cfo Solutions, LLC | 1,786 | $43.8 萬 | 0.06% | −343−16.1% | 減碼 |
| SIH Partners, LLLP | 1,788 | $43.9 萬 | 0.02% | +1,788 | 新進 |
| Ritholtz Wealth Management | 1,799 | $44.1 萬 | 0.01% | −30−1.6% | 減碼 |
| Intrust Bank NA | 1,800 | $44.2 萬 | 0.03% | −7−0.4% | 減碼 |
| Hummer Financial Advisory Services Inc | 1,800 | $44.2 萬 | 0.29% | 00.0% | 不變 |
| L2 Asset Management, LLC | 1,800 | $44.2 萬 | 0.05% | +205+12.9% | 加碼 |
| Prime Capital Investment Advisors, LLC | 1,800 | $44.2 萬 | 0.00% | −207−10.3% | 減碼 |
| Polymer Capital Management (US) LLC | 1,805 | $44.3 萬 | 0.07% | +1,805 | 新進 |
| Tradewinds, LLC. | 1,787 | $44.5 萬 | 0.10% | +779+77.3% | 加碼 |
| West Family Investments, Inc. | 1,818 | $44.6 萬 | 0.13% | +733+67.6% | 加碼 |
| Wealthspire Advisors, LLC | 1,819 | $44.6 萬 | 0.00% | −63−3.3% | 減碼 |
| PDS Planning, Inc | 1,845 | $45.3 萬 | 0.03% | +25+1.4% | 加碼 |
| Parcion Private Wealth LLC | 1,864 | $45.7 萬 | 0.03% | +1,864 | 新進 |
| Greenleaf Trust | 1,885 | $46.2 萬 | 0.00% | −50−2.6% | 減碼 |
| Dynamic Advisor Solutions LLC | 1,894 | $46.5 萬 | 0.01% | −38−2.0% | 減碼 |
| Ostrum Asset Management | 1,901 | $46.6 萬 | 0.02% | 00.0% | 不變 |
| Simplify Asset Management Inc. | 1,906 | $46.8 萬 | 0.01% | +340+21.7% | 加碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 1,910 | $46.8 萬 | 0.14% | +1,910 | 新進 |
| TownSquare Capital, LLC | 1,928 | $47.3 萬 | 0.09% | +36+1.9% | 加碼 |
| Catalyst Capital Advisors LLC | 1,945 | $47.7 萬 | 0.01% | +1,945 | 新進 |
| Forefront Wealth Partners, LLC | 1,949 | $47.8 萬 | 0.15% | +152+8.5% | 加碼 |
| Sentinus, LLC | 1,961 | $48.1 萬 | 0.04% | +918+88.0% | 加碼 |
| Flow Traders U.S. LLC | 1,963 | $48.1 萬 | 0.02% | +1,963 | 新進 |
| Banco Santander, S.A. | 1,973 | $48.4 萬 | 0.00% | +1,973 | 新進 |
| Flputnam Investment Management Co | 1,980 | $48.6 萬 | 0.01% | −842−29.8% | 減碼 |
| Proficio Capital Partners LLC | 1,984 | $48.7 萬 | 0.02% | +1,984 | 新進 |
| Liberty One Investment Management, LLC | 1,986 | $48.7 萬 | 0.05% | +159+8.7% | 加碼 |
| Sava Infond d.o.o. | 2,000 | $49.1 萬 | 0.03% | 00.0% | 不變 |
| MidFirst Bank | 2,000 | $49.1 萬 | 0.03% | 00.0% | 不變 |
| AlphaCore Capital LLC | 2,011 | $49.3 萬 | 0.01% | +316+18.6% | 加碼 |
| Western Wealth Management, LLC | 2,019 | $49.5 萬 | 0.02% | −5,209−72.1% | 減碼 |
| Financial Perspectives, Inc | 2,028 | $49.7 萬 | 0.12% | 00.0% | 不變 |
| Whalen Wealth Management Inc. | 2,033 | $49.9 萬 | 0.22% | −179−8.1% | 減碼 |
| Transcend Wealth Collective, LLC | 2,038 | $50.0 萬 | 0.03% | +2,038 | 新進 |
| Jamison Private Wealth Management, Inc. | 2,048 | $50.2 萬 | 0.05% | −16−0.8% | 減碼 |
| Nomura Holdings Inc | 2,053 | $50.4 萬 | 0.00% | −16,018−88.6% | 減碼 |
| Quent Capital, LLC | 2,057 | $50.5 萬 | 0.03% | −6−0.3% | 減碼 |
| QTR Family Wealth, LLC | 2,063 | $50.6 萬 | 0.18% | +2,063 | 新進 |
| Davenport & Co LLC | 2,069 | $50.8 萬 | 0.00% | +696+50.7% | 加碼 |
| Clearstead Advisors, LLC | 2,073 | $50.8 萬 | 0.00% | +1,085+109.8% | 加碼 |
| Verus Capital Partners, LLC | 2,086 | $51.2 萬 | 0.03% | +741+55.1% | 加碼 |
| Rockbridge Investment Management, LCC | 2,112 | $51.8 萬 | 0.04% | +2+0.1% | 加碼 |
| Silvercrest Asset Management Group LLC | 2,115 | $51.9 萬 | 0.00% | 00.0% | 不變 |
| Axxion S.A. | 2,127 | $52.2 萬 | 0.04% | +2,127 | 新進 |
| Mirova | 2,140 | $52.5 萬 | 0.02% | +2,140 | 新進 |
| GAMMA Investing LLC | 2,153 | $52.8 萬 | 0.02% | +257+13.6% | 加碼 |
| Ameritas Advisory Services, LLC | 2,176 | $53.4 萬 | 0.01% | +231+11.9% | 加碼 |
| Integrity Alliance, LLC. | 2,181 | $53.5 萬 | 0.02% | +2,181 | 新進 |
| Shepherd Street Advisors LLC | 1,962 | $53.6 萬 | 0.47% | −120−5.8% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,196 | $53.9 萬 | 0.02% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 2,214 | $54.3 萬 | 0.01% | +870+64.7% | 加碼 |
| Science & Technology Partners, L.P. | 2,229 | $54.7 萬 | 0.09% | −104,296−97.9% | 減碼 |
| PEAK6 LLC | 2,229 | $54.7 萬 | 0.01% | +2,229 | 新進 |
| TD Private Client Wealth LLC | 2,231 | $54.7 萬 | 0.01% | +604+37.1% | 加碼 |
| Souders Financial Advisors | 2,261 | $55.5 萬 | 0.06% | +70+3.2% | 加碼 |
| Cypress Capital Group | 2,284 | $56.0 萬 | 0.05% | +2,284 | 新進 |
| QVT Financial LP | 2,290 | $56.2 萬 | 0.04% | 00.0% | 不變 |
| KPP Advisory Services LLC | 2,296 | $56.3 萬 | 0.07% | 00.0% | 不變 |
| Skaana Management L.P. | 2,300 | $56.4 萬 | 0.15% | +2,300 | 新進 |
| CAPROCK Group, Inc. | 2,303 | $56.5 萬 | 0.01% | +2,303 | 新進 |
| LVW Advisors, LLC | 2,353 | $57.7 萬 | 0.05% | −129−5.2% | 減碼 |
| Glenmede Trust Co NA | 2,361 | $57.9 萬 | 0.00% | +893+60.8% | 加碼 |
| Lighthouse Investment Partners, LLC | 2,414 | $59.2 萬 | 0.02% | −4,256−63.8% | 減碼 |
| Gateway Wealth Partners, LLC | 2,420 | $59.4 萬 | 0.04% | −2,356−49.3% | 減碼 |
| Cravens & Co Advisors, LLC | 2,426 | $59.5 萬 | 0.40% | −890−26.8% | 減碼 |
| Ring Mountain Capital, LLC | 2,429 | $59.6 萬 | 0.25% | −360−12.9% | 減碼 |
| Chesapeake Capital Corp | 2,432 | $59.7 萬 | 0.32% | +1,139+88.1% | 加碼 |
| Kesler, Norman & Wride, LLC | 2,443 | $59.9 萬 | 0.09% | +2,443 | 新進 |
| Storgate, LLC | 2,453 | $60.2 萬 | 0.12% | +2,453 | 新進 |
| Bradley Foster & Sargent Inc | 2,455 | $60.2 萬 | 0.01% | +2,455 | 新進 |
| Umb Bank N A | 2,460 | $60.3 萬 | 0.01% | −16−0.6% | 減碼 |
| Prelude Capital Management, LLC | 2,493 | $61.1 萬 | 0.04% | −1,395−35.9% | 減碼 |
| TD Waterhouse Canada Inc. | 2,494 | $61.4 萬 | 0.00% | +469+23.2% | 加碼 |