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 $697.9 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
- 1,150
- 較 2026 年第 2 季 +172 家
- 持有股數
- 2.24 億
- 較 2026 年第 2 季 +87.6 萬 (+0.4%)
- 總市值
- $775.7 億
- 較 2026 年第 2 季 +$228.2 億 (+41.7%)
- 新進機構
- 232
- 另有 441 家加碼
- 清倉機構
- 60
- 另有 345 家減碼
另有 256 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 | $697.9 億 |
| 2026 年第 1 季 | 1,146 | $570.6 億 |
| 2025 年第 4 季 | 1,098 | $548.2 億 |
| 2025 年第 3 季 | 1,047 | $598.0 億 |
| 2025 年第 2 季 | 951 | $543.2 億 |
| 2025 年第 1 季 | 874 | $297.5 億 |
| 2024 年第 4 季 | 774 | $284.2 億 |
| 2024 年第 3 季 | 682 | $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 |
|---|---|---|---|---|---|
| Mediolanum International Funds Ltd | 23,702 | $834.9 萬 | 0.07% | +14,897+169.2% | 加碼 |
| SRS Capital Advisors, Inc. | 24,072 | $835.9 萬 | 0.05% | +11,121+85.9% | 加碼 |
| Private Advisory Group LLC | 24,122 | $837.7 萬 | 0.46% | −80−0.3% | 減碼 |
| Lountzis Asset Management, LLC | 24,199 | $840.4 萬 | 2.78% | −2,725−10.1% | 減碼 |
| Private Advisor Group, LLC | 24,449 | $849.1 萬 | 0.03% | +2,328+10.5% | 加碼 |
| Omers Administration Corp | 24,822 | $862.0 萬 | 0.05% | +8,646+53.4% | 加碼 |
| Kestra Advisory Services, LLC | 25,151 | $873.4 萬 | 0.02% | +2,998+13.5% | 加碼 |
| Soltis Investment Advisors LLC | 25,437 | $883.4 萬 | 0.41% | −7,014−21.6% | 減碼 |
| Motley Fool Asset Management LLC | 25,710 | $892.9 萬 | 0.34% | +1,645+6.8% | 加碼 |
| Sanctuary Advisors, LLC | 25,748 | $894.2 萬 | 0.04% | −349−1.3% | 減碼 |
| Andra AP-fonden | 26,256 | $932.1 萬 | 0.11% | −22,100−45.7% | 減碼 |
| Mount Yale Investment Advisors, LLC | 26,872 | $933.2 萬 | 0.17% | −551−2.0% | 減碼 |
| Nordea Investment Management AB | 27,066 | $948.2 萬 | 0.01% | −18,603−40.7% | 減碼 |
| Los Angeles Capital Management LLC | 27,739 | $963.3 萬 | 0.03% | −12,945−31.8% | 減碼 |
| Jasper Ridge Partners, L.P. | 27,835 | $966.7 萬 | 0.24% | 00.0% | 不變 |
| Atika Capital Management LLC | 28,000 | $972.4 萬 | 0.95% | +28,000 | 新進 |
| Janney Montgomery Scott LLC | 28,109 | $976.2 萬 | 0.02% | +2,657+10.4% | 加碼 |
| ASR Vermogensbeheer N.V. | 28,168 | $978.2 萬 | 0.10% | +15,119+115.9% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 32,928 | $980.1 萬 | 0.22% | +14,545+79.1% | 加碼 |
| Sepio Capital, LP | 29,053 | $1,009 萬 | 0.40% | −103−0.4% | 減碼 |
| Osbon Capital Management LLC | 29,600 | $1,028 萬 | 7.48% | −240−0.8% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 29,612 | $1,028 萬 | 0.44% | −4,772−13.9% | 減碼 |
| Abn Amro Investment Solutions | 29,633 | $1,029 萬 | 0.08% | +7,809+35.8% | 加碼 |
| Eurizon Capital SGR S.p.A. | 30,610 | $1,064 萬 | 0.03% | −689−2.2% | 減碼 |
| Virginia Retirement Systems Et Al | 31,150 | $1,082 萬 | 0.07% | 00.0% | 不變 |
| Saudi Central Bank | 32,117 | $1,115 萬 | 0.11% | +10,399+47.9% | 加碼 |
| Signature Estate & Investment Advisors LLC | 32,397 | $1,125 萬 | 0.20% | +31,559+3,766.0% | 加碼 |
| Verition Fund Management LLC | 32,676 | $1,135 萬 | 0.09% | +32,676 | 新進 |
| Group One Trading, L.P. | 32,730 | $1,137 萬 | 0.35% | −7,906−19.5% | 減碼 |
| Fifth Third Wealth Advisors LLC | 33,154 | $1,151 萬 | 0.30% | +120.0% | 加碼 |
| US Bancorp | 33,260 | $1,155 萬 | 0.01% | +1,056+3.3% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 33,397 | $1,160 萬 | 0.08% | +2,406+7.8% | 加碼 |
| Clear Harbor Asset Management, LLC | 33,493 | $1,163 萬 | 0.67% | −576−1.7% | 減碼 |
| AIA Group Ltd | 33,602 | $1,167 萬 | 0.14% | −15,111−31.0% | 減碼 |
| RH Tailwind Management, LLC | 34,500 | $1,198 萬 | 3.29% | +34,500 | 新進 |
| Y.D. More Investments Ltd | 34,679 | $1,208 萬 | 0.35% | +12,982+59.8% | 加碼 |
| RPG Investment Advisory, LLC | 35,080 | $1,218 萬 | 2.26% | −44,974−56.2% | 減碼 |
| Glynn Capital Management LLC | 35,115 | $1,219 萬 | 3.65% | −12,771−26.7% | 減碼 |
| Colony Group, LLC | 35,361 | $1,228 萬 | 0.01% | +8,961+33.9% | 加碼 |
| Ethic Inc. | 36,030 | $1,251 萬 | 0.14% | −1,004−2.7% | 減碼 |
| Mirova | 36,697 | $1,274 萬 | 0.47% | +34,557+1,614.8% | 加碼 |
| GWM Advisors LLC | 36,860 | $1,280 萬 | 0.04% | +8,385+29.4% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 36,995 | $1,285 萬 | 1.90% | +725+2.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 49,019 | $1,307 萬 | 0.06% | +6,688+15.8% | 加碼 |
| Bearing Point Capital, LLC | 37,827 | $1,314 萬 | 1.70% | −9,862−20.7% | 減碼 |
| Foundations Investment Advisors, LLC | 38,061 | $1,322 萬 | 0.13% | +946+2.5% | 加碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 38,363 | $1,332 萬 | 0.57% | −69,503−64.4% | 減碼 |
| Yarbrough Capital, LLC | 38,845 | $1,349 萬 | 0.38% | 00.0% | 不變 |
| Ilmarinen Mutual Pension Insurance Co | 38,874 | $1,350 萬 | 0.09% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 39,338 | $1,366 萬 | 0.08% | +12,675+47.5% | 加碼 |
| Kornitzer Capital Management Inc | 39,893 | $1,385 萬 | 0.29% | −1,925−4.6% | 減碼 |
| Wealthfront Advisers LLC | 39,996 | $1,389 萬 | 0.03% | +3,145+8.5% | 加碼 |
| 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 |
| Bank Julius Baer & Co. Ltd, Zurich | 40,045 | $1,393 萬 | 0.04% | −14,336−26.4% | 減碼 |
| Public Employees Retirement Association of Colorado | 40,371 | $1,402 萬 | 0.05% | +100.0% | 加碼 |
| British Columbia Investment Management Corp | 40,756 | $1,415 萬 | 0.09% | −5,744−12.4% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 41,166 | $1,430 萬 | 0.03% | +25,762+167.2% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 41,949 | $1,457 萬 | 1.31% | −7,446−15.1% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 42,306 | $1,469 萬 | 0.12% | +878+2.1% | 加碼 |
| Swiss Life Asset Management Ltd | 42,368 | $1,471 萬 | 0.06% | −1,993−4.5% | 減碼 |
| LGT Fund Management Co Ltd. | 43,578 | $1,513 萬 | 0.54% | −550−1.2% | 減碼 |
| Thrivent Financial for Lutherans | 43,784 | $1,521 萬 | 0.02% | −7,772−15.1% | 減碼 |
| MML Investors Services, LLC | 45,719 | $1,588 萬 | 0.05% | −36,400−44.3% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 47,139 | $1,637 萬 | 0.13% | −363−0.8% | 減碼 |
| OP Asset Management Ltd | 47,379 | $1,645 萬 | 0.14% | +12,288+35.0% | 加碼 |
| Pathstone Holdings, LLC | 51,006 | $1,727 萬 | 0.05% | +1,748+3.5% | 加碼 |
| Varma Mutual Pension Insurance Co | 50,500 | $1,754 萬 | 0.08% | −2,680−5.0% | 減碼 |
| Scge Management, L.P. | 52,700 | $1,830 萬 | 0.38% | −48,100−47.7% | 減碼 |
| Spear Advisors LLC | 53,133 | $1,845 萬 | 8.04% | −26,752−33.5% | 減碼 |
| Robinhood Asset Management, LLC | 53,153 | $1,846 萬 | 0.87% | −42−0.1% | 減碼 |
| AMJ Financial Wealth Management | 53,909 | $1,872 萬 | 4.12% | +921+1.7% | 加碼 |
| Quadrature Capital Ltd | 54,318 | $1,886 萬 | 0.12% | +44,397+447.5% | 加碼 |
| Lyell Wealth Management, LP | 55,648 | $1,933 萬 | 1.15% | −259−0.5% | 減碼 |
| Davy Global Fund Management Ltd | 55,927 | $1,942 萬 | 1.19% | +1,963+3.6% | 加碼 |
| Oak Ridge Investments LLC | 57,803 | $2,007 萬 | 1.19% | −4,201−6.8% | 減碼 |
| Krane Funds Advisors LLC | 59,719 | $2,074 萬 | 0.75% | +13,905+30.4% | 加碼 |
| Cushing Asset Management, LP | 60,000 | $2,084 萬 | 0.96% | 00.0% | 不變 |
| Bank of Nova Scotia | 60,221 | $2,091 萬 | 0.03% | +39,490+190.5% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 66,590 | $2,128 萬 | 0.03% | +11,081+20.0% | 加碼 |
| Assetmark, Inc | 62,395 | $2,167 萬 | 0.04% | +70+0.1% | 加碼 |
| Stephens Investment Management Group LLC | 63,328 | $2,199 萬 | 0.24% | +63,328 | 新進 |
| Teachers Retirement System of the State of Kentucky | 65,479 | $2,274 萬 | 0.16% | −20,053−23.4% | 減碼 |
| Oribel Capital Management, LP | 67,800 | $2,355 萬 | 2.55% | −26,200−27.9% | 減碼 |
| Davis-Rea Ltd. | 68,374 | $2,374 萬 | 6.26% | −5,010−6.8% | 減碼 |
| Teacher Retirement System of Texas | 68,993 | $2,396 萬 | 0.06% | +268+0.4% | 加碼 |
| Union Bancaire Privee, UBP SA | 75,363 | $2,405 萬 | 0.37% | −43,695−36.7% | 減碼 |
| Hartline Investment Corp | 69,869 | $2,426 萬 | 2.50% | −4,158−5.6% | 減碼 |
| Cookson Peirce & Co Inc | 70,408 | $2,445 萬 | 0.88% | −208−0.3% | 減碼 |
| DnB Asset Management AS | 72,037 | $2,502 萬 | 0.07% | +3,821+5.6% | 加碼 |
| Advisor Group Holdings, Inc. | 72,049 | $2,506 萬 | 0.03% | +13,704+23.5% | 加碼 |
| Xponance, Inc. | 72,587 | $2,521 萬 | 0.15% | +1,489+2.1% | 加碼 |
| Sentinel Trust Co Lba | 72,918 | $2,532 萬 | 2.13% | −2,000−2.7% | 減碼 |
| Natixis Advisors, L.P. | 73,189 | $2,542 萬 | 0.03% | +10,319+16.4% | 加碼 |
| IFM Investors Pty Ltd | 73,898 | $2,566 萬 | 0.16% | +1,837+2.5% | 加碼 |
| Ci Investments Inc. | 74,970 | $2,604 萬 | 0.08% | −81,216−52.0% | 減碼 |
| Cetera Investment Advisers | 75,377 | $2,618 萬 | 0.02% | +604+0.8% | 加碼 |
| Portman Square Capital LLP | 75,939 | $2,637 萬 | 5.76% | +75,939 | 新進 |
| Candriam Luxembourg S.C.A. | 76,607 | $2,670 萬 | 0.12% | +18,241+31.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 77,065 | $2,676 萬 | 0.06% | −3,374−4.2% | 減碼 |