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 |
|---|---|---|---|---|---|
| CloudAlpha Capital Management Limited/Hong Kong | 77,656 | $2,697 萬 | 2.74% | +77,656 | 新進 |
| Baker Chad R | 77,960 | $2,707 萬 | 4.43% | 00.0% | 不變 |
| Slow Capital, Inc. | 78,739 | $2,734 萬 | 3.07% | +380.0% | 加碼 |
| SEB Asset Management AB | 79,352 | $2,756 萬 | 0.10% | +5,651+7.7% | 加碼 |
| Raiffeisen Bank International AG | 80,067 | $2,820 萬 | 0.33% | +67,913+558.8% | 加碼 |
| Truist Financial Corp | 81,533 | $2,831 萬 | 0.03% | −4,630−5.4% | 減碼 |
| Silvant Capital Management LLC | 82,072 | $2,850 萬 | 0.58% | −7,389−8.3% | 減碼 |
| Jump Financial, LLC | 82,317 | $2,859 萬 | 0.23% | +64,627+365.3% | 加碼 |
| Erste Asset Management GmbH | 82,044 | $2,888 萬 | 0.21% | +14,091+20.7% | 加碼 |
| E Fund Management Co., Ltd. | 83,753 | $2,909 萬 | 0.65% | +83,753 | 新進 |
| Commonwealth Equity Services, LLC | 84,823 | $2,946 萬 | 0.04% | −2,391−2.7% | 減碼 |
| Arizona State Retirement System | 87,059 | $3,023 萬 | 0.15% | +969+1.1% | 加碼 |
| Robeco Institutional Asset Management B.V. | 87,321 | $3,032 萬 | 0.04% | −58,287−40.0% | 減碼 |
| Resona Asset Management Co.,Ltd. | 87,161 | $3,035 萬 | 0.14% | +167+0.2% | 加碼 |
| Parnassus Investments | 88,802 | $3,084 萬 | 0.09% | −1,420−1.6% | 減碼 |
| Assenagon Asset Management S.A. | 89,582 | $3,111 萬 | 0.03% | +48,806+119.7% | 加碼 |
| Rheos Capital Works Inc. | 90,000 | $3,126 萬 | 1.88% | −10,000−10.0% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 91,402 | $3,174 萬 | 0.24% | +1,000+1.1% | 加碼 |
| Jones Financial Companies LLLP | 91,197 | $3,183 萬 | 0.01% | +10,291+12.7% | 加碼 |
| Principal Financial Group Inc | 93,359 | $3,242 萬 | 0.02% | −17,241−15.6% | 減碼 |
| STRS Ohio | 96,459 | $3,350 萬 | 0.12% | +13,269+16.0% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 98,073 | $3,406 萬 | 0.14% | +3,525+3.7% | 加碼 |
| Captrust Financial Advisors | 98,569 | $3,423 萬 | 0.05% | +10,327+11.7% | 加碼 |
| HRT Financial LP | 98,733 | $3,429 萬 | 0.06% | −43,391−30.5% | 減碼 |
| Wilshire Advisors LLC | 98,820 | $3,432 萬 | 0.08% | +98,820 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 100,500 | $3,490 萬 | 0.16% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 101,344 | $3,519 萬 | 0.12% | +934+0.9% | 加碼 |
| Exchange Traded Concepts, LLC | 105,349 | $3,659 萬 | 0.16% | −8,583−7.5% | 減碼 |
| Artemis Investment Management LLP | 106,057 | $3,683 萬 | 0.32% | +7,175+7.3% | 加碼 |
| Cerity Partners LLC | 110,928 | $3,852 萬 | 0.04% | +44,821+67.8% | 加碼 |
| Fiera Capital Corp | 114,597 | $3,980 萬 | 0.16% | −21,482−15.8% | 減碼 |
| Nykredit A/S | 116,415 | $4,043 萬 | 0.15% | −2,747−2.3% | 減碼 |
| Three Seasons Wealth, LLC | 116,465 | $4,045 萬 | 3.60% | +116,465 | 新進 |
| Manufacturers Life Insurance Company, The | 117,543 | $4,082 萬 | 0.03% | +100,391+585.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 118,057 | $4,100 萬 | 0.08% | +15,884+15.5% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 119,327 | $4,144 萬 | 0.21% | −4,051−3.3% | 減碼 |
| Quantinno Capital Management LP | 125,577 | $4,361 萬 | 0.04% | +34,757+38.3% | 加碼 |
| HighTower Advisors, LLC | 127,729 | $4,436 萬 | 0.04% | +1,150+0.9% | 加碼 |
| KLP Kapitalforvaltning AS | 129,100 | $4,483 萬 | 0.14% | +5,400+4.4% | 加碼 |
| NZS Capital, LLC | 135,254 | $4,697 萬 | 1.22% | −1,329−1.0% | 減碼 |
| Capital International Inc | 136,541 | $4,742 萬 | 0.34% | −12,709−8.5% | 減碼 |
| Ieq Capital, LLC | 139,944 | $4,860 萬 | 0.21% | +46,930+50.5% | 加碼 |
| Mackenzie Financial Corp | 141,473 | $4,913 萬 | 0.05% | +35,009+32.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 144,679 | $5,024 萬 | 0.03% | +12,193+9.2% | 加碼 |
| Vontobel Holding Ltd. | 145,775 | $5,062 萬 | 0.20% | −16,344−10.1% | 減碼 |
| Toroso Investments, LLC | 148,645 | $5,162 萬 | 0.12% | +128,818+649.7% | 加碼 |
| Whittier Trust Co of Nevada Inc | 143,732 | $5,188 萬 | 0.91% | +1,968+1.4% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 149,957 | $5,208 萬 | 2.26% | +7,288+5.1% | 加碼 |
| Blair William & Co | 154,430 | $5,363 萬 | 0.14% | −21,772−12.4% | 減碼 |
| Vanguard Global Advisers, LLC | 159,383 | $5,535 萬 | 0.02% | +5,881+3.8% | 加碼 |
| Creative Planning | 159,932 | $5,554 萬 | 0.03% | +31,689+24.7% | 加碼 |
| Vanguard Investments Australia, Ltd. | 167,447 | $5,815 萬 | 0.14% | +9,117+5.8% | 加碼 |
| Capital International Ltd | 168,803 | $5,862 萬 | 1.88% | +3,334+2.0% | 加碼 |
| Handelsbanken Fonder AB | 176,803 | $6,140 萬 | 0.17% | +2,081+1.2% | 加碼 |
| Danske Bank A/S | 177,409 | $6,161 萬 | 0.12% | +7,570+4.5% | 加碼 |
| Standard Life Aberdeen plc | 178,022 | $6,182 萬 | 0.09% | −23,826−11.8% | 減碼 |
| PFA Pension, Forsikringsaktieselskab | 183,282 | $6,365 萬 | 0.16% | +14,905+8.9% | 加碼 |
| Stifel Financial Corp | 184,850 | $6,419 萬 | 0.05% | +27,480+17.5% | 加碼 |
| KBC Group NV | 192,348 | $6,680 萬 | 0.14% | +105,575+121.7% | 加碼 |
| Barclays PLC | 193,359 | $6,715 萬 | 0.02% | −28,668−12.9% | 減碼 |
| APG Asset Management N.V. | 221,773 | $6,781 萬 | 0.17% | −2,185−1.0% | 減碼 |
| Asset Management One Co.,Ltd. | 199,819 | $6,939 萬 | 0.17% | −13,056−6.1% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 206,062 | $7,117 萬 | 0.11% | +38,514+23.0% | 加碼 |
| Storebrand Asset Management AS | 206,394 | $7,168 萬 | 0.17% | +25,058+13.8% | 加碼 |
| Korea Investment CORP | 210,096 | $7,296 萬 | 0.14% | −28,232−11.8% | 減碼 |
| Bank of Montreal | 212,028 | $7,363 萬 | 0.03% | +204,240+2,622.5% | 加碼 |
| TD Asset Management Inc | 212,975 | $7,502 萬 | 0.06% | −9,159−4.1% | 減碼 |
| Panagora Asset Management Inc | 216,764 | $7,528 萬 | 0.23% | +54,476+33.6% | 加碼 |
| Congress Asset Management Co | 220,097 | $7,644 萬 | 0.50% | −6,824−3.0% | 減碼 |
| Ensign Peak Advisors, Inc | 224,976 | $7,813 萬 | 0.13% | +93,738+71.4% | 加碼 |
| Kames Capital plc | 237,582 | $8,251 萬 | 0.87% | +44,354+23.0% | 加碼 |
| Nomura Asset Management Co Ltd | 252,699 | $8,776 萬 | 0.18% | −58,532−18.8% | 減碼 |
| LPL Financial LLC | 260,913 | $9,061 萬 | 0.02% | +11,823+4.7% | 加碼 |
| Royal London Asset Management Ltd | 263,514 | $9,151 萬 | 0.17% | −123,415−31.9% | 減碼 |
| Peregrine Capital Management LLC | 265,175 | $9,209 萬 | 3.13% | −119,584−31.1% | 減碼 |
| SEI Investments Co | 280,484 | $9,740 萬 | 0.09% | +17,609+6.7% | 加碼 |
| Aviva PLC | 281,006 | $9,759 萬 | 0.14% | +11,149+4.1% | 加碼 |
| Bessemer Group Inc | 284,553 | $9,882 萬 | 0.14% | −73,123−20.4% | 減碼 |
| Phoenix Holdings Ltd. | 291,572 | $1.01 億 | 0.68% | −515,992−63.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 292,242 | $1.01 億 | 0.16% | +23,111+8.6% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 313,158 | $1.09 億 | 0.41% | −54,427−14.8% | 減碼 |
| USS Investment Management Ltd | 322,084 | $1.12 億 | 0.45% | −8,482−2.6% | 減碼 |
| Capital International Sarl | 326,497 | $1.13 億 | 1.54% | +17,688+5.7% | 加碼 |
| Great West Life Assurance Co | 327,123 | $1.14 億 | 0.19% | +13,887+4.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 329,739 | $1.15 億 | 0.05% | +324,711+6,458.1% | 加碼 |
| Allen Investment Management LLC | 333,810 | $1.16 億 | 1.31% | +5,463+1.7% | 加碼 |
| Russell Investments Group, Ltd. | 338,565 | $1.18 億 | 0.10% | +89,990+36.2% | 加碼 |
| Victory Capital Management Inc | 343,930 | $1.19 億 | 0.07% | −49,128−12.5% | 減碼 |
| Dimensional Fund Advisors LP | 348,391 | $1.21 億 | 0.02% | +5,213+1.5% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 360,223 | $1.25 億 | 0.12% | −66,095−15.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 357,005 | $1.25 億 | 0.20% | −49,651−12.2% | 減碼 |
| Whittier Trust Co | 347,652 | $1.25 億 | 1.19% | +2,837+0.8% | 加碼 |
| Credit Agricole S A | 366,634 | $1.27 億 | 0.33% | −51,311−12.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 369,716 | $1.28 億 | 0.28% | −65,293−15.0% | 減碼 |
| Exor Capital LLP | 378,561 | $1.31 億 | 2.29% | +78,538+26.2% | 加碼 |
| Daiwa Securities Group Inc. | 381,052 | $1.32 億 | 0.29% | −87,272−18.6% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 400,998 | $1.39 億 | 0.07% | +23,485+6.2% | 加碼 |
| Amanah Holdings Trust | 405,992 | $1.41 億 | 7.89% | +405,992 | 新進 |
| Nikko Asset Management Americas, Inc. | 410,735 | $1.43 億 | 1.77% | +57,553+16.3% | 加碼 |
| Rhumbline Advisers | 434,211 | $1.51 億 | 0.11% | +34,952+8.8% | 加碼 |