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 |
|---|---|---|---|---|---|
| CIBC Bancorp USA Inc. | 436,947 | $1.52 億 | 0.20% | −39,898−8.4% | 減碼 |
| Artisan Partners Limited Partnership | 438,053 | $1.52 億 | 0.28% | −51,663−10.5% | 減碼 |
| Mariner, LLC | 446,123 | $1.55 億 | 0.15% | +42,803+10.6% | 加碼 |
| California State Teachers Retirement System | 465,027 | $1.61 億 | 0.15% | −4,483−1.0% | 減碼 |
| Neuberger Berman Group LLC | 499,039 | $1.73 億 | 0.12% | −106,994−17.7% | 減碼 |
| Acadian Asset Management LLC | 513,622 | $1.78 億 | 0.21% | +238,183+86.5% | 加碼 |
| Squarepoint Ops LLC | 525,993 | $1.83 億 | 0.39% | −112,968−17.7% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 563,167 | $1.96 億 | 1.13% | +387,444+220.5% | 加碼 |
| Lord, Abbett & Co. LLC | 635,198 | $2.21 億 | 0.66% | +140,983+28.5% | 加碼 |
| Vanguard Asset Management, Ltd | 667,061 | $2.32 億 | 0.14% | +52,242+8.5% | 加碼 |
| DekaBank Deutsche Girozentrale | 677,872 | $2.39 億 | 0.27% | +621,888+1,110.8% | 加碼 |
| Qube Research & Technologies Ltd | 691,508 | $2.40 億 | 0.24% | +236,919+52.1% | 加碼 |
| Nuveen, LLC | 791,193 | $2.75 億 | 0.07% | −25,657−3.1% | 減碼 |
| Jane Street Group, LLC | 818,780 | $2.84 億 | 0.27% | +386,006+89.2% | 加碼 |
| Raymond James Financial Inc | 829,854 | $2.88 億 | 0.08% | −79,689−8.8% | 減碼 |
| Swiss National Bank | 857,900 | $2.98 億 | 0.16% | −17,200−2.0% | 減碼 |
| Westfield Capital Management Co LP | 867,907 | $3.01 億 | 0.99% | +32,405+3.9% | 加碼 |
| 1832 Asset Management L.P. | 930,720 | $3.23 億 | 0.41% | +737,920+382.7% | 加碼 |
| Marshall Wace, LLP | 943,160 | $3.28 億 | 0.31% | −122,420−11.5% | 減碼 |
| Citigroup Inc | 950,104 | $3.30 億 | 0.16% | +215,482+29.3% | 加碼 |
| Swedbank AB | 960,689 | $3.34 億 | 0.28% | +79,232+9.0% | 加碼 |
| National Pension Service | 965,198 | $3.35 億 | 0.21% | +5,211+0.5% | 加碼 |
| UBS Group AG | 975,072 | $3.39 億 | 0.06% | +17,193+1.8% | 加碼 |
| Amundi | 976,898 | $3.39 億 | 0.07% | −614,734−38.6% | 減碼 |
| Strategy Capital LLC | 1,029,090 | $3.57 億 | 20.18% | −77,010−7.0% | 減碼 |
| Deutsche Bank AG | 1,029,131 | $3.57 億 | 0.10% | −575,103−35.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,046,812 | $3.64 億 | 0.21% | +48,956+4.9% | 加碼 |
| Bank of New York Mellon Corp | 1,061,431 | $3.69 億 | 0.06% | +15,789+1.5% | 加碼 |
| Federated Hermes, Inc. | 1,084,741 | $3.77 億 | 0.53% | +1,005,798+1,274.1% | 加碼 |
| Clearbridge Investments, LLC | 1,100,124 | $3.82 億 | 0.33% | +187,502+20.5% | 加碼 |
| Pictet Asset Management Holding SA | 1,391,966 | $4.84 億 | 0.46% | −406,147−22.6% | 減碼 |
| Massachusetts Financial Services Co | 1,922,672 | $6.68 億 | 0.23% | +344,187+21.8% | 加碼 |
| Vanguard Fiduciary Trust Co | 2,089,241 | $7.26 億 | 0.16% | +25,417+1.2% | 加碼 |
| Sands Capital Management, LLC | 2,238,424 | $7.77 億 | 3.14% | −1,001,080−30.9% | 減碼 |
| Voya Investment Management LLC | 2,389,221 | $8.29 億 | 0.76% | +67,190+2.9% | 加碼 |
| Franklin Resources Inc | 3,703,777 | $9.87 億 | 0.21% | −26,199−0.7% | 減碼 |
| Invesco Ltd. | 3,358,039 | $11.7 億 | 0.09% | +254,247+8.2% | 加碼 |
| First Trust Advisors LP | 3,548,570 | $12.3 億 | 0.72% | −208,073−5.5% | 減碼 |
| American Century Companies Inc | 3,984,387 | $13.8 億 | 0.60% | −301,769−7.0% | 減碼 |
| Geode Capital Management, LLC | 5,880,928 | $20.4 億 | 0.11% | −82,977−1.4% | 減碼 |
| JPMorgan Chase & Co | 6,076,575 | $21.4 億 | 0.12% | +807,013+15.3% | 加碼 |
| State Street Corp | 7,519,501 | $26.1 億 | 0.08% | +98,736+1.3% | 加碼 |
| Capital International Investors | 10,525,631 | $36.6 億 | 0.76% | −455,374−4.1% | 減碼 |
| Morgan Stanley | 11,834,563 | $41.1 億 | 0.21% | −3,423,764−22.4% | 減碼 |
| Baillie Gifford & Co | 12,834,829 | $44.6 億 | 4.21% | −1,763,765−12.1% | 減碼 |
| FMR LLC | 13,091,785 | $45.5 億 | 0.20% | +436,314+3.4% | 加碼 |
| Vanguard Capital Management LLC | 14,500,894 | $50.4 億 | 0.11% | +70,529+0.5% | 加碼 |
| Vanguard Portfolio Management LLC | 16,924,571 | $58.8 億 | 0.27% | +104,845+0.6% | 加碼 |
| BlackRock, Inc. | 22,731,251 | $78.9 億 | 0.12% | +1,132,344+5.2% | 加碼 |
| Capital World Investors | 26,505,127 | $92.1 億 | 1.12% | +2,179,435+9.0% | 加碼 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −171,400−100.0% | 清倉 |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −150,941−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −116,593−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −88,088−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −66,518−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −48,132−100.0% | 清倉 |
| Shannon River Fund Management LLC | 0 | $0 | 0.00% | −23,589−100.0% | 清倉 |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −20,879−100.0% | 清倉 |
| Element Capital Management LLC | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −11,268−100.0% | 清倉 |
| Palidye Holdings (Caymans) Ltd | 0 | $0 | 0.00% | −11,145−100.0% | 清倉 |
| Alight Capital Management LP | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Dara Capital US, Inc. | 0 | $0 | 0.00% | −5,362−100.0% | 清倉 |
| Wright Investors Service Inc | 0 | $0 | 0.00% | −4,561−100.0% | 清倉 |
| Soros Fund Management LLC大師索羅斯基金管理 | 0 | $0 | 0.00% | −4,467−100.0% | 清倉 |
| Caxton Associates LLP | 0 | $0 | 0.00% | −4,443−100.0% | 清倉 |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −4,100−100.0% | 清倉 |
| Capstone Capital Management Ltd | 0 | $0 | 0.00% | −3,493−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,222−100.0% | 清倉 |
| Chesapeake Capital Corp | 0 | $0 | 0.00% | −2,432−100.0% | 清倉 |
| Skaana Management L.P. | 0 | $0 | 0.00% | −2,300−100.0% | 清倉 |
| Claudia M.P. Batlle, CRP (R) LLC | 0 | $0 | 0.00% | −1,910−100.0% | 清倉 |
| Simplify Asset Management Inc. | 0 | $0 | 0.00% | −1,906−100.0% | 清倉 |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −1,805−100.0% | 清倉 |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,598−100.0% | 清倉 |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −1,355−100.0% | 清倉 |
| WT Wealth Management | 0 | $0 | 0.00% | −1,266−100.0% | 清倉 |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −1,200−100.0% | 清倉 |
| Shufro Rose & Co LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Bell & Brown Wealth Advisors, LLC | 0 | $0 | 0.00% | −945−100.0% | 清倉 |
| Sapient Capital LLC | 0 | $0 | 0.00% | −883−100.0% | 清倉 |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −723−100.0% | 清倉 |
| Grand Central Investment Group | 0 | $0 | 0.00% | −850−100.0% | 清倉 |
| Spectrum Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −495−100.0% | 清倉 |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −253−100.0% | 清倉 |
| Caldwell Sutter Capital, Inc. | 0 | $0 | 0.00% | −265−100.0% | 清倉 |
| Capital Advisor Network LLC | 0 | $0 | 0.00% | −199−100.0% | 清倉 |
| Action Point Financial Planning, LLC | 0 | $0 | 0.00% | −102−100.0% | 清倉 |
| LifeSteps Financial, Inc. | 0 | $0 | 0.00% | −85−100.0% | 清倉 |
| Wall Street Access Asset Management, LLC | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| Synergy Investment Management, LLC | 0 | $0 | 0.00% | −49−100.0% | 清倉 |
| Basepoint Wealth LLC | 0 | $0 | 0.00% | −53−100.0% | 清倉 |
| Global X Japan Co., Ltd. | 0 | $0 | 0.00% | −51−100.0% | 清倉 |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Commonwealth Retirement Investments LLC | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Strategic Wealth Advisors LLC | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −12−100.0% | 清倉 |