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
- $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 | $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 |
|---|---|---|---|---|---|
| Afg Fiduciary Services Limited Partnership | 7,927 | $192.2 萬 | 1.51% | +445+5.9% | 加碼 |
| Stance Capital LLC | 7,837 | $192.2 萬 | 0.59% | +1,111+16.5% | 加碼 |
| Brighton Jones LLC | 7,879 | $193.3 萬 | 0.04% | +3,626+85.3% | 加碼 |
| Advisory Resource Group | 7,890 | $193.5 萬 | 0.29% | −130−1.6% | 減碼 |
| Prudential Financial Inc | 7,950 | $195.0 萬 | 0.00% | −119−1.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 7,961 | $195.3 萬 | 0.01% | −43,469−84.5% | 減碼 |
| Quantbot Technologies LP | 7,978 | $195.7 萬 | 0.08% | +7,978 | 新進 |
| Greycroft LP | 8,000 | $196.2 萬 | 4.45% | −3,000−27.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 8,213 | $201.4 萬 | 0.12% | +92+1.1% | 加碼 |
| Equitable Holdings, Inc. | 8,225 | $201.7 萬 | 0.01% | −1,814−18.1% | 減碼 |
| Paragon Advisors, LLC | 8,274 | $202.9 萬 | 0.43% | +7,200+670.4% | 加碼 |
| Atlas Brown,Inc. | 8,286 | $203.2 萬 | 0.55% | −40−0.5% | 減碼 |
| Winton Group Ltd | 8,333 | $204.4 萬 | 0.07% | −13,536−61.9% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 8,382 | $205.6 萬 | 0.00% | +8,382 | 新進 |
| Meeder Advisory Services, Inc. | 8,401 | $206.0 萬 | 0.08% | +246+3.0% | 加碼 |
| UniSuper Management Pty Ltd | 8,470 | $207.8 萬 | 0.01% | +2,470+41.2% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 8,500 | $208.5 萬 | 0.84% | −1,500−15.0% | 減碼 |
| BNP Paribas | 8,588 | $210.6 萬 | 0.06% | +736+9.4% | 加碼 |
| Titleist Asset Management, LLC | 8,626 | $211.6 萬 | 0.14% | −587−6.4% | 減碼 |
| E. Ohman J:or Asset Management AB | 8,644 | $212.0 萬 | 0.05% | +880+11.3% | 加碼 |
| Sowell Financial Services LLC | 8,644 | $212.0 萬 | 0.07% | −209−2.4% | 減碼 |
| Integrated Wealth Concepts LLC | 8,747 | $214.5 萬 | 0.01% | +3,601+70.0% | 加碼 |
| Mediolanum International Funds Ltd | 8,805 | $214.6 萬 | 0.02% | +8,805 | 新進 |
| Diversify Wealth Management, LLC | 8,124 | $215.8 萬 | 0.04% | −726−8.2% | 減碼 |
| Diversify Advisory Services, LLC | 8,124 | $215.8 萬 | 0.04% | +8,124 | 新進 |
| Calamos Wealth Management LLC | 8,868 | $217.5 萬 | 0.07% | +100+1.1% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 8,943 | $219.4 萬 | 0.34% | −1,842−17.1% | 減碼 |
| Oak Thistle LLC | 9,003 | $220.8 萬 | 0.21% | +9,003 | 新進 |
| Citizens Financial Group Inc | 9,185 | $225.3 萬 | 0.03% | +9,185 | 新進 |
| HB Wealth Management, LLC | 9,240 | $226.6 萬 | 0.01% | +2,657+40.4% | 加碼 |
| Vise Technologies, Inc. | 9,260 | $227.1 萬 | 0.03% | +2,445+35.9% | 加碼 |
| Geneos Wealth Management Inc. | 9,315 | $228.5 萬 | 0.05% | +77+0.8% | 加碼 |
| Everence Capital Management Inc | 9,380 | $230.1 萬 | 0.12% | 00.0% | 不變 |
| Ocean Capital Management, LLC | 9,397 | $230.5 萬 | 0.43% | −2,913−23.7% | 減碼 |
| Profund Advisors LLC | 9,427 | $231.2 萬 | 0.06% | −757−7.4% | 減碼 |
| Mutual Advisors, LLC | 9,550 | $234.2 萬 | 0.04% | −321−3.3% | 減碼 |
| Joel Isaacson & Co., LLC | 9,602 | $235.5 萬 | 0.07% | −290−2.9% | 減碼 |
| Sequoia Financial Advisors, LLC | 9,790 | $240.1 萬 | 0.01% | +1,139+13.2% | 加碼 |
| TrueMark Investments, LLC | 9,894 | $242.7 萬 | 0.30% | −9,381−48.7% | 減碼 |
| Quadrature Capital Ltd | 9,921 | $243.3 萬 | 0.02% | −84,500−89.5% | 減碼 |
| Merit Financial Group, LLC | 9,961 | $244.3 萬 | 0.02% | +3,780+61.2% | 加碼 |
| Alight Capital Management LP | 10,000 | $245.3 萬 | 0.40% | +5,000+100.0% | 加碼 |
| Steel Peak Wealth Management LLC | 10,035 | $246.1 萬 | 0.06% | +11+0.1% | 加碼 |
| Osmosis Investment Management UK Ltd | 10,067 | $246.9 萬 | 0.11% | −12,166−54.7% | 減碼 |
| Clarus Wealth Advisors | 9,067 | $247.9 萬 | 0.96% | −109−1.2% | 減碼 |
| Peapack Gladstone Financial Corp | 10,131 | $248.5 萬 | 0.03% | +80+0.8% | 加碼 |
| Rakuten Securities, Inc. | 10,145 | $248.8 萬 | 0.58% | +2,886+39.8% | 加碼 |
| Alps Advisors Inc | 10,193 | $250.0 萬 | 0.01% | −214−2.1% | 減碼 |
| Intech Investment Management LLC | 10,464 | $256.7 萬 | 0.02% | +6,886+192.5% | 加碼 |
| North Dakota State Investment Board | 10,501 | $257.6 萬 | 0.10% | +922+9.6% | 加碼 |
| SummitTX Capital, L.P. | 10,520 | $258.0 萬 | 0.07% | −3,565−25.3% | 減碼 |
| Brooktree Capital Management | 10,534 | $258.4 萬 | 1.69% | +248+2.4% | 加碼 |
| Keybank National Association | 10,540 | $258.5 萬 | 0.01% | −614−5.5% | 減碼 |
| Malaga Cove Capital, LLC | 10,589 | $259.7 萬 | 0.83% | −205−1.9% | 減碼 |
| Change Path, LLC | 10,647 | $261.1 萬 | 0.06% | +3,384+46.6% | 加碼 |
| Brandywine Managers, LLC | 10,677 | $261.9 萬 | 1.30% | +771+7.8% | 加碼 |
| Fortis Group Advisors, LLC | 10,759 | $263.9 萬 | 0.42% | −69−0.6% | 減碼 |
| Hel Ved Capital Management Ltd | 10,840 | $265.9 萬 | 0.37% | −5,240−32.6% | 減碼 |
| Keystone Wealth Services, LLC | 10,843 | $266.0 萬 | 0.49% | +1,389+14.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 10,862 | $266.4 萬 | 0.00% | −1,179−9.8% | 減碼 |
| Discovery Capital Management, LLC | 10,932 | $268.1 萬 | 0.11% | +10,932 | 新進 |
| Marex Group plc | 11,060 | $271.3 萬 | 0.02% | +6,667+151.8% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 11,100 | $272.3 萬 | 0.02% | 00.0% | 不變 |
| Palidye Holdings (Caymans) Ltd | 11,145 | $273.4 萬 | 0.49% | +9,168+463.7% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 11,185 | $274.3 萬 | 0.09% | +349+3.2% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 11,190 | $274.5 萬 | 0.24% | +604+5.7% | 加碼 |
| MBM Wealth Consultants, LLC | 11,233 | $275.5 萬 | 0.53% | +1,174+11.7% | 加碼 |
| Van Eck Associates Corp | 11,268 | $276.4 萬 | 0.00% | +243+2.2% | 加碼 |
| SBI Securities Co., Ltd. | 11,330 | $277.9 萬 | 0.06% | +386+3.5% | 加碼 |
| Mission Wealth Management, LP | 11,340 | $278.1 萬 | 0.03% | +2,687+31.1% | 加碼 |
| Baader Bank INC | 11,343 | $278.2 萬 | 0.23% | +1,943+20.7% | 加碼 |
| Snider Financial Group | 11,450 | $280.8 萬 | 0.71% | +457+4.2% | 加碼 |
| Morgens Waterfall Vintiadis & Co Inc | 11,500 | $282.1 萬 | 2.15% | +11,500 | 新進 |
| Kirtland Hills Capital Management, LLC | 11,695 | $286.9 萬 | 0.82% | +367+3.2% | 加碼 |
| Engineers Gate Manager LP | 12,015 | $294.7 萬 | 0.04% | −73,310−85.9% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 12,044 | $295.4 萬 | 0.07% | −800−6.2% | 減碼 |
| Raiffeisen Bank International AG | 12,154 | $296.3 萬 | 0.03% | +1,947+19.1% | 加碼 |
| Oppenheimer & Co Inc | 12,105 | $296.9 萬 | 0.03% | +1,683+16.1% | 加碼 |
| Bleakley Financial Group, LLC | 12,138 | $297.7 萬 | 0.04% | +12,138 | 新進 |
| Legato Capital Management LLC | 12,197 | $299.2 萬 | 0.25% | −1,041−7.9% | 減碼 |
| Horizon Investments, LLC | 12,218 | $299.7 萬 | 0.03% | +10,526+622.1% | 加碼 |
| NewEdge Wealth, LLC | 12,342 | $302.7 萬 | 0.03% | +3,733+43.4% | 加碼 |
| Institute for Wealth Management, LLC. | 12,422 | $304.7 萬 | 0.27% | +299+2.5% | 加碼 |
| Diversified Trust Co | 12,629 | $309.8 萬 | 0.05% | +11,496+1,014.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 12,638 | $310.0 萬 | 0.03% | −374−2.9% | 減碼 |
| Meiji Yasuda Life Insurance Co | 12,645 | $310.2 萬 | 0.10% | +2,615+26.1% | 加碼 |
| Sterling Capital Management LLC | 12,812 | $314.3 萬 | 0.05% | +1,104+9.4% | 加碼 |
| SRS Capital Advisors, Inc. | 12,951 | $317.7 萬 | 0.02% | +12,070+1,370.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 12,968 | $318.1 萬 | 0.03% | +8,767+208.7% | 加碼 |
| Parallax Volatility Advisers, L.P. | 12,991 | $318.6 萬 | 0.12% | −32,358−71.4% | 減碼 |
| Circle Wealth Management, LLC | 13,023 | $319.4 萬 | 0.04% | +3,293+33.8% | 加碼 |
| ASR Vermogensbeheer N.V. | 13,049 | $320.1 萬 | 0.03% | −16,089−55.2% | 減碼 |
| United Capital Financial Advisers, LLC | 13,130 | $322.1 萬 | 0.02% | +3,976+43.4% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 13,197 | $323.7 萬 | 0.10% | +482+3.8% | 加碼 |
| Grandview Asset Management LLC | 13,383 | $328.3 萬 | 0.82% | +158+1.2% | 加碼 |
| Generali Investments, Management Co LLC | 13,396 | $328.6 萬 | 0.71% | +6,174+85.5% | 加碼 |
| Fortis Capital Advisors, LLC | 13,462 | $330.2 萬 | 0.37% | +1,693+14.4% | 加碼 |
| G2 Investment Partners Management LLC | 13,500 | $331.1 萬 | 0.60% | −3,763−21.8% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 13,824 | $339.1 萬 | 0.12% | −514−3.6% | 減碼 |
| National Bank of Canada | 13,855 | $340.1 萬 | 0.00% | +213+1.6% | 加碼 |