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 |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 32,451 | $795.9 萬 | 0.46% | −2,169−6.3% | 減碼 |
| US Bancorp | 32,204 | $789.9 萬 | 0.01% | +428+1.3% | 加碼 |
| Square Peg Capital Pty Ltd | 32,199 | $789.8 萬 | 10.36% | +26,539+468.9% | 加碼 |
| Eurizon Capital SGR S.p.A. | 31,299 | $767.5 萬 | 0.02% | −29,305−48.4% | 減碼 |
| Virginia Retirement Systems Et Al | 31,150 | $764.0 萬 | 0.05% | +31,150 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,991 | $760.1 萬 | 0.05% | +259+0.8% | 加碼 |
| Osbon Capital Management LLC | 29,840 | $731.9 萬 | 5.74% | +13,298+80.4% | 加碼 |
| State of Michigan Retirement System | 29,354 | $720.0 萬 | 0.03% | +29,354 | 新進 |
| Sepio Capital, LP | 29,156 | $715.1 萬 | 0.36% | −860−2.9% | 減碼 |
| GWM Advisors LLC | 28,475 | $698.4 萬 | 0.02% | +3,725+15.1% | 加碼 |
| Allstate Corp | 28,339 | $695.1 萬 | 0.07% | −9,310−24.7% | 減碼 |
| Jasper Ridge Partners, L.P. | 27,835 | $682.7 萬 | 0.15% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 27,423 | $672.6 萬 | 0.12% | +433+1.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 27,322 | $670.2 萬 | 0.07% | +12,230+81.0% | 加碼 |
| Lountzis Asset Management, LLC | 26,924 | $660.4 萬 | 2.09% | −24−0.1% | 減碼 |
| Perigon Wealth Management, LLC | 26,761 | $656.4 萬 | 0.10% | +111+0.4% | 加碼 |
| Brinker Capital Investments, LLC | 26,663 | $654.0 萬 | 0.05% | +3,507+15.1% | 加碼 |
| Cypress Point Investment Management LP | 26,422 | $648.1 萬 | 1.17% | +1,491+6.0% | 加碼 |
| Colony Group, LLC | 26,400 | $647.6 萬 | 0.01% | +5,991+29.4% | 加碼 |
| Commerce Bank | 26,233 | $643.4 萬 | 0.03% | +1,479+6.0% | 加碼 |
| Sanctuary Advisors, LLC | 26,097 | $640.1 萬 | 0.03% | −6,115−19.0% | 減碼 |
| Creek Drive Management Group LLC | 26,000 | $637.7 萬 | 3.94% | −6,200−19.3% | 減碼 |
| XTX Topco Ltd | 25,795 | $632.7 萬 | 0.08% | −46,347−64.2% | 減碼 |
| Premier Fund Managers Ltd | 25,756 | $627.2 萬 | 0.57% | +120+0.5% | 加碼 |
| Janney Montgomery Scott LLC | 25,452 | $624.3 萬 | 0.01% | +5,082+24.9% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 24,424 | $599.1 萬 | 0.85% | +356+1.5% | 加碼 |
| Simplex Trading, LLC | 24,408 | $598.7 萬 | 0.16% | +24,408 | 新進 |
| Private Advisory Group LLC | 24,202 | $593.6 萬 | 0.33% | −63,259−72.3% | 減碼 |
| Motley Fool Asset Management LLC | 24,065 | $590.3 萬 | 0.23% | −7,221−23.1% | 減碼 |
| Gulf International Bank (UK) Ltd | 24,013 | $588.9 萬 | 0.12% | −399−1.6% | 減碼 |
| Shannon River Fund Management LLC | 23,589 | $578.6 萬 | 0.52% | +23,589 | 新進 |
| Rockefeller Capital Management L.P. | 23,511 | $576.7 萬 | 0.01% | −1,588−6.3% | 減碼 |
| Proactive Wealth Strategies LLC | 23,440 | $574.9 萬 | 0.92% | +80+0.3% | 加碼 |
| ICONIQ Capital, LLC | 23,136 | $567.5 萬 | 0.16% | 00.0% | 不變 |
| Ossiam | 23,099 | $566.6 萬 | 0.08% | +12,792+124.1% | 加碼 |
| Nisa Investment Advisors, LLC | 23,008 | $564.3 萬 | 0.02% | −1,070−4.4% | 減碼 |
| Amalgamated Bank | 22,847 | $560.4 萬 | 0.04% | −2,687−10.5% | 減碼 |
| Carnegie Capital Asset Management, LLC | 22,627 | $555.0 萬 | 0.11% | −110,280−83.0% | 減碼 |
| Prudential PLC | 22,435 | $550.3 萬 | 0.04% | +7,667+51.9% | 加碼 |
| Newbridge Financial Services Group, Inc. | 22,318 | $547.4 萬 | 0.68% | −3,644−14.0% | 減碼 |
| Landscape Capital Management, L.L.C. | 22,187 | $544.2 萬 | 0.35% | +14,354+183.3% | 加碼 |
| Kestra Advisory Services, LLC | 22,153 | $543.4 萬 | 0.02% | +183+0.8% | 加碼 |
| Private Advisor Group, LLC | 22,121 | $542.6 萬 | 0.02% | +12,353+126.5% | 加碼 |
| Norden Group LLC | 21,978 | $539.1 萬 | 0.44% | −1,215−5.2% | 減碼 |
| Lido Advisors, LLC | 21,864 | $536.3 萬 | 0.02% | +2,490+12.9% | 加碼 |
| Hantz Financial Services, Inc. | 21,849 | $535.9 萬 | 0.07% | −4,168−16.0% | 減碼 |
| Abn Amro Investment Solutions | 21,824 | $535.3 萬 | 0.05% | +6,377+41.3% | 加碼 |
| Employees Retirement System of Texas | 21,798 | $534.7 萬 | 0.04% | −11,376−34.3% | 減碼 |
| Saudi Central Bank | 21,718 | $532.7 萬 | 0.07% | +10,056+86.2% | 加碼 |
| Y.D. More Investments Ltd | 21,697 | $532.2 萬 | 0.17% | −1,042−4.6% | 減碼 |
| Independent Financial Group, LLC | 21,475 | $526.7 萬 | 0.10% | −16,881−44.0% | 減碼 |
| Evercore Wealth Management, LLC | 21,400 | $524.9 萬 | 0.07% | −4,180−16.3% | 減碼 |
| Callan Family Office, LLC | 21,216 | $520.4 萬 | 0.10% | +8,914+72.5% | 加碼 |
| Banque Cantonale Vaudoise | 21,067 | $516.7 萬 | 0.20% | −5,057−19.4% | 減碼 |
| Viking Fund Management LLC | 21,000 | $515.1 萬 | 0.46% | 00.0% | 不變 |
| Sona Asset Management (US) LLC | 21,000 | $515.1 萬 | 0.19% | +21,000 | 新進 |
| Campbell & CO Investment Adviser LLC | 20,956 | $514.0 萬 | 0.27% | +5,874+38.9% | 加碼 |
| Polymer Capital Management (HK) LTD | 20,879 | $512.1 萬 | 0.52% | +13,098+168.3% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 20,756 | $509.1 萬 | 0.04% | +8,820+73.9% | 加碼 |
| Bank of Nova Scotia | 20,731 | $508.5 萬 | 0.01% | −9,161−30.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 20,513 | $503.1 萬 | 0.02% | +4,957+31.9% | 加碼 |
| BOCHK Asset Management Ltd | 19,900 | $488.1 萬 | 0.77% | +19,900 | 新進 |
| Toroso Investments, LLC | 19,827 | $486.3 萬 | 0.01% | −110,203−84.8% | 減碼 |
| Kentucky Retirement Systems | 19,791 | $485.4 萬 | 0.12% | +19,791 | 新進 |
| Investment Management Corp of Ontario | 19,765 | $484.8 萬 | 0.06% | −4,355−18.1% | 減碼 |
| RFG Advisory, LLC | 19,555 | $479.6 萬 | 0.08% | +326+1.7% | 加碼 |
| Empowered Funds, LLC | 19,112 | $468.8 萬 | 0.02% | +1,943+11.3% | 加碼 |
| Azzad Asset Management Inc | 19,094 | $468.3 萬 | 0.41% | +11+0.1% | 加碼 |
| Fifth Third Bancorp | 18,935 | $464.4 萬 | 0.01% | +4,529+31.4% | 加碼 |
| Jackson Square Capital, LLC | 18,876 | $463.0 萬 | 0.64% | −732−3.7% | 減碼 |
| Generali Asset Management SPA SGR | 18,644 | $457.3 萬 | 0.08% | +7,457+66.7% | 加碼 |
| Beacon Pointe Advisors, LLC | 18,508 | $454.0 萬 | 0.02% | −1,108−5.6% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,444 | $450.3 萬 | 0.03% | −15,129−45.1% | 減碼 |
| Brown Advisory Inc | 18,251 | $447.7 萬 | 0.01% | −4,916−21.2% | 減碼 |
| Vident Advisory, LLC | 17,992 | $441.3 萬 | 0.03% | −90−0.5% | 減碼 |
| TCG Advisory Services, LLC | 17,981 | $441.0 萬 | 0.08% | +622+3.6% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 17,961 | $440.5 萬 | 0.08% | +17,961 | 新進 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 17,957 | $440.4 萬 | 0.17% | +953+5.6% | 加碼 |
| Rakuten Investment Management, Inc. | 17,852 | $435.2 萬 | 0.01% | +2,079+13.2% | 加碼 |
| Jump Financial, LLC | 17,690 | $433.9 萬 | 0.04% | +9,193+108.2% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 17,596 | $431.6 萬 | 0.03% | +678+4.0% | 加碼 |
| MetLife Investment Management | 17,570 | $431.0 萬 | 0.02% | −1,719−8.9% | 減碼 |
| Elevatus Welath Management | 17,385 | $426.4 萬 | 1.04% | +17,385 | 新進 |
| SWS Partners | 17,357 | $425.7 萬 | 0.92% | +467+2.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 17,152 | $420.7 萬 | 0.00% | −1,249−6.8% | 減碼 |
| Tran Capital Management, L.P. | 16,841 | $413.1 萬 | 0.48% | +16,841 | 新進 |
| Fideuram Asset Management (Ireland) dac | 18,383 | $412.7 萬 | 0.08% | +1,047+6.0% | 加碼 |
| Knollwood Investment Advisory, LLC | 16,800 | $412.1 萬 | 0.37% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 16,782 | $411.6 萬 | 0.07% | +1,161+7.4% | 加碼 |
| Farther Finance Advisors, LLC | 16,672 | $408.9 萬 | 0.03% | +183+1.1% | 加碼 |
| Mutual of America Capital Management LLC | 16,368 | $401.5 萬 | 0.04% | +2,955+22.0% | 加碼 |
| RDA Financial Network | 16,350 | $401.0 萬 | 0.87% | +1,238+8.2% | 加碼 |
| Omers Administration Corp | 16,176 | $396.8 萬 | 0.02% | +1,902+13.3% | 加碼 |
| Summit Trail Advisors, LLC | 16,115 | $395.3 萬 | 0.05% | −3,445−17.6% | 減碼 |
| Atria Investments LLC | 15,736 | $386.0 萬 | 0.04% | +3,022+23.8% | 加碼 |
| Independent Solutions Wealth Management, LLC | 15,656 | $384.0 萬 | 0.50% | −269−1.7% | 減碼 |
| Blue Jean Financial LLC | 15,475 | $379.6 萬 | 2.64% | +15,475 | 新進 |
| Taylor Frigon Capital Management LLC | 15,460 | $379.2 萬 | 1.77% | −117−0.8% | 減碼 |
| CIBC World Markets Inc. | 15,425 | $378.3 萬 | 0.01% | +7,871+104.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 15,404 | $377.8 萬 | 0.01% | −33,394−68.4% | 減碼 |