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、11 筆賣出；2026 年第 2 季末有 1,234 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 3 季 13F 持有人
Cloudflare, Inc. 在 2026/9/30 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
2026 年第 3 季的資料還在陸續進來（13F 申報期限：2026/11/16），這裡的數字還不完整。
- 持有機構
- 768
- 較 2026 年第 2 季 +136 家
- 持有股數
- 4,160 萬
- 較 2026 年第 2 季 −231.6 萬 (−5.3%)
- 總市值
- $144.4 億
- 較 2026 年第 2 季 +$36.8 億 (+34.2%)
- 新進機構
- 173
- 另有 262 家加碼
- 清倉機構
- 37
- 另有 232 家減碼
另有 602 家機構在 2026 年第 2 季持有、還沒有申報 2026 年第 3 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 | 1,234 | $697.8 億 |
| 2026 年第 1 季 | 1,145 | $570.6 億 |
| 2025 年第 4 季 | 1,096 | $548.2 億 |
| 2025 年第 3 季 | 1,045 | $591.4 億 |
| 2025 年第 2 季 | 950 | $543.2 億 |
| 2025 年第 1 季 | 873 | $297.5 億 |
| 2024 年第 4 季 | 774 | $284.2 億 |
| 2024 年第 3 季 | 681 | $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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 12,834,829 | $44.6 億 | 4.21% | −1,763,765−12.1% | 減碼 |
| Geode Capital Management, LLC | 5,880,928 | $20.4 億 | 0.11% | −82,977−1.4% | 減碼 |
| Pictet Asset Management Holding SA | 1,391,966 | $4.84 億 | 0.46% | −406,147−22.6% | 減碼 |
| Bank of New York Mellon Corp | 1,061,431 | $3.69 億 | 0.06% | +15,789+1.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,046,812 | $3.64 億 | 0.21% | +48,956+4.9% | 加碼 |
| Deutsche Bank AG | 1,029,131 | $3.57 億 | 0.10% | −575,103−35.8% | 減碼 |
| Amundi | 976,898 | $3.39 億 | 0.07% | −614,734−38.6% | 減碼 |
| Swedbank AB | 960,689 | $3.34 億 | 0.28% | +79,232+9.0% | 加碼 |
| Citigroup Inc | 950,104 | $3.30 億 | 0.16% | +215,482+29.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 677,872 | $2.39 億 | 0.27% | +621,888+1,110.8% | 加碼 |
| Squarepoint Ops LLC | 525,993 | $1.83 億 | 0.39% | −112,968−17.7% | 減碼 |
| Acadian Asset Management LLC | 513,622 | $1.78 億 | 0.21% | +238,183+86.5% | 加碼 |
| Amanah Holdings Trust | 405,992 | $1.41 億 | 7.89% | +405,992 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 400,998 | $1.39 億 | 0.07% | +23,485+6.2% | 加碼 |
| Daiwa Securities Group Inc. | 381,052 | $1.32 億 | 0.29% | −87,272−18.6% | 減碼 |
| Exor Capital LLP | 378,561 | $1.31 億 | 2.29% | +78,538+26.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 357,005 | $1.25 億 | 0.20% | −49,651−12.2% | 減碼 |
| Dimensional Fund Advisors LP | 348,391 | $1.21 億 | 0.02% | +5,213+1.5% | 加碼 |
| Russell Investments Group, Ltd. | 338,565 | $1.18 億 | 0.10% | +89,990+36.2% | 加碼 |
| Allen Investment Management LLC | 333,810 | $1.16 億 | 1.31% | +5,463+1.7% | 加碼 |
| Phoenix Holdings Ltd. | 291,572 | $1.01 億 | 0.68% | −515,992−63.9% | 減碼 |
| Bessemer Group Inc | 284,553 | $9,882 萬 | 0.14% | −73,123−20.4% | 減碼 |
| Peregrine Capital Management LLC | 265,175 | $9,209 萬 | 3.13% | −119,584−31.1% | 減碼 |
| LPL Financial LLC | 260,913 | $9,061 萬 | 0.02% | +11,823+4.7% | 加碼 |
| Kames Capital plc | 237,582 | $8,251 萬 | 0.87% | +44,354+23.0% | 加碼 |
| Congress Asset Management Co | 220,097 | $7,644 萬 | 0.50% | −6,824−3.0% | 減碼 |
| Bank of Montreal | 212,028 | $7,363 萬 | 0.03% | +204,240+2,622.5% | 加碼 |
| Asset Management One Co.,Ltd. | 199,819 | $6,939 萬 | 0.17% | −13,056−6.1% | 減碼 |
| Barclays PLC | 193,359 | $6,715 萬 | 0.02% | −28,668−12.9% | 減碼 |
| KBC Group NV | 192,348 | $6,680 萬 | 0.14% | +105,575+121.7% | 加碼 |
| PFA Pension, Forsikringsaktieselskab | 183,282 | $6,365 萬 | 0.16% | +14,905+8.9% | 加碼 |
| Standard Life Aberdeen plc | 178,022 | $6,182 萬 | 0.10% | −23,826−11.8% | 減碼 |
| Danske Bank A/S | 177,409 | $6,161 萬 | 0.12% | +7,570+4.5% | 加碼 |
| Handelsbanken Fonder AB | 176,803 | $6,140 萬 | 0.17% | +2,081+1.2% | 加碼 |
| Creative Planning | 159,932 | $5,554 萬 | 0.03% | +31,689+24.7% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 149,957 | $5,208 萬 | 2.26% | +7,288+5.1% | 加碼 |
| Vontobel Holding Ltd. | 145,775 | $5,062 萬 | 0.20% | −16,344−10.1% | 減碼 |
| Mackenzie Financial Corp | 141,473 | $4,913 萬 | 0.05% | +35,009+32.9% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 119,327 | $4,144 萬 | 0.21% | −4,051−3.3% | 減碼 |
| Three Seasons Wealth, LLC | 116,465 | $4,045 萬 | 3.60% | +116,465 | 新進 |
| Nykredit A/S | 116,415 | $4,043 萬 | 0.15% | −2,747−2.3% | 減碼 |
| Fiera Capital Corp | 114,597 | $3,980 萬 | 0.16% | −21,482−15.8% | 減碼 |
| Artemis Investment Management LLP | 106,057 | $3,683 萬 | 0.32% | +7,175+7.3% | 加碼 |
| Exchange Traded Concepts, LLC | 105,349 | $3,659 萬 | 0.16% | −8,583−7.5% | 減碼 |
| State of New Jersey Common Pension Fund D | 101,344 | $3,519 萬 | 0.12% | +934+0.9% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 100,500 | $3,490 萬 | 0.16% | 00.0% | 不變 |
| Lansforsakringar Fondforvaltning AB (publ) | 98,073 | $3,406 萬 | 0.14% | +3,525+3.7% | 加碼 |
| STRS Ohio | 96,459 | $3,350 萬 | 0.12% | +13,269+16.0% | 加碼 |
| Principal Financial Group Inc | 93,359 | $3,242 萬 | 0.02% | −17,241−15.6% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 91,402 | $3,174 萬 | 0.24% | +1,000+1.1% | 加碼 |
| Assenagon Asset Management S.A. | 89,582 | $3,111 萬 | 0.03% | +48,806+119.7% | 加碼 |
| Parnassus Investments | 88,802 | $3,084 萬 | 0.09% | −1,420−1.6% | 減碼 |
| Robeco Institutional Asset Management B.V. | 87,321 | $3,032 萬 | 0.04% | −58,287−40.0% | 減碼 |
| Arizona State Retirement System | 87,059 | $3,023 萬 | 0.15% | +969+1.1% | 加碼 |
| Commonwealth Equity Services, LLC | 84,823 | $2,946 萬 | 0.04% | −2,391−2.7% | 減碼 |
| Silvant Capital Management LLC | 82,072 | $2,850 萬 | 0.58% | −7,389−8.3% | 減碼 |
| Truist Financial Corp | 81,533 | $2,831 萬 | 0.03% | −4,630−5.4% | 減碼 |
| Raiffeisen Bank International AG | 80,067 | $2,820 萬 | 0.33% | +67,913+558.8% | 加碼 |
| SEB Asset Management AB | 79,352 | $2,756 萬 | 0.10% | +5,651+7.7% | 加碼 |
| Slow Capital, Inc. | 78,739 | $2,734 萬 | 3.07% | +380.0% | 加碼 |
| Baker Chad R | 77,960 | $2,707 萬 | 4.43% | 00.0% | 不變 |
| CloudAlpha Capital Management Limited/Hong Kong | 77,656 | $2,697 萬 | 2.74% | +77,656 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 77,065 | $2,676 萬 | 0.06% | −3,374−4.2% | 減碼 |
| Candriam Luxembourg S.C.A. | 76,607 | $2,670 萬 | 0.12% | +18,241+31.3% | 加碼 |
| Portman Square Capital LLP | 75,939 | $2,637 萬 | 5.76% | +75,939 | 新進 |
| IFM Investors Pty Ltd | 73,898 | $2,566 萬 | 0.16% | +1,837+2.5% | 加碼 |
| Sentinel Trust Co Lba | 72,918 | $2,532 萬 | 2.13% | −2,000−2.7% | 減碼 |
| Xponance, Inc. | 72,587 | $2,521 萬 | 0.15% | +1,489+2.1% | 加碼 |
| Cookson Peirce & Co Inc | 70,408 | $2,445 萬 | 0.88% | −208−0.3% | 減碼 |
| Hartline Investment Corp | 69,869 | $2,426 萬 | 2.50% | −4,158−5.6% | 減碼 |
| Union Bancaire Privee, UBP SA | 75,363 | $2,405 萬 | 0.37% | −43,695−36.7% | 減碼 |
| Davis-Rea Ltd. | 68,374 | $2,374 萬 | 6.26% | −5,010−6.8% | 減碼 |
| Assetmark, Inc | 62,395 | $2,167 萬 | 0.04% | +70+0.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 66,590 | $2,128 萬 | 0.03% | +11,081+20.0% | 加碼 |
| Cushing Asset Management, LP | 60,000 | $2,084 萬 | 0.96% | 00.0% | 不變 |
| Krane Funds Advisors LLC | 59,719 | $2,074 萬 | 0.75% | +13,905+30.4% | 加碼 |
| Oak Ridge Investments LLC | 57,803 | $2,007 萬 | 1.19% | −4,201−6.8% | 減碼 |
| Lyell Wealth Management, LP | 55,648 | $1,933 萬 | 1.15% | −259−0.5% | 減碼 |
| Spear Advisors LLC | 53,133 | $1,845 萬 | 8.04% | −26,752−33.5% | 減碼 |
| OP Asset Management Ltd | 47,379 | $1,645 萬 | 0.14% | +12,288+35.0% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 47,139 | $1,637 萬 | 0.13% | −363−0.8% | 減碼 |
| Thrivent Financial for Lutherans | 43,784 | $1,521 萬 | 0.02% | −7,772−15.1% | 減碼 |
| Swiss Life Asset Management Ltd | 42,368 | $1,471 萬 | 0.06% | −1,993−4.5% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 42,306 | $1,469 萬 | 0.12% | +878+2.1% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 41,949 | $1,457 萬 | 1.31% | −7,446−15.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 41,166 | $1,430 萬 | 0.03% | +25,762+167.2% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 40,045 | $1,393 萬 | 0.04% | −14,336−26.4% | 減碼 |
| Archon Partners LLC | 40,000 | $1,389 萬 | 1.44% | 00.0% | 不變 |
| Capelight Capital Asset Management LP | 40,000 | $1,389 萬 | 6.21% | 00.0% | 不變 |
| Wealthfront Advisers LLC | 39,996 | $1,389 萬 | 0.03% | +3,145+8.5% | 加碼 |
| Kornitzer Capital Management Inc | 39,893 | $1,385 萬 | 0.29% | −1,925−4.6% | 減碼 |
| Yarbrough Capital, LLC | 38,845 | $1,349 萬 | 0.38% | 00.0% | 不變 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 38,363 | $1,332 萬 | 0.57% | −69,503−64.4% | 減碼 |
| Ethic Inc. | 36,030 | $1,251 萬 | 0.14% | −1,004−2.7% | 減碼 |
| Glynn Capital Management LLC | 35,115 | $1,219 萬 | 3.65% | −12,771−26.7% | 減碼 |
| RPG Investment Advisory, LLC | 35,080 | $1,218 萬 | 2.26% | −44,974−56.2% | 減碼 |
| Y.D. More Investments Ltd | 34,679 | $1,208 萬 | 0.35% | +12,982+59.8% | 加碼 |
| AIA Group Ltd | 33,602 | $1,167 萬 | 0.14% | −15,111−31.0% | 減碼 |
| Clear Harbor Asset Management, LLC | 33,493 | $1,163 萬 | 0.67% | −576−1.7% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 33,397 | $1,160 萬 | 0.08% | +2,406+7.8% | 加碼 |