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 |
|---|---|---|---|---|---|
| Defiance ETFs, LLC | 304,017 | $7,488 萬 | 1.04% | +105,888+53.4% | 加碼 |
| Optiver Holding B.V. | 305,258 | $7,487 萬 | 1.07% | +305,258 | 新進 |
| Exor Capital LLP | 300,023 | $7,359 萬 | 1.58% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 294,197 | $7,216 萬 | 0.02% | +7,713+2.7% | 加碼 |
| Whetstone Capital Advisors, LLC | 292,861 | $7,183 萬 | 19.03% | −170−0.1% | 減碼 |
| Schroder Investment Management Group | 289,552 | $7,058 萬 | 0.05% | +23,767+8.9% | 加碼 |
| Acadian Asset Management LLC | 275,439 | $6,754 萬 | 0.08% | +268,274+3,744.2% | 加碼 |
| Aviva PLC | 269,857 | $6,619 萬 | 0.10% | +1,703+0.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 269,131 | $6,601 萬 | 0.11% | −6,160−2.2% | 減碼 |
| SEI Investments Co | 262,875 | $6,448 萬 | 0.06% | −120,646−31.5% | 減碼 |
| AustralianSuper Pty Ltd | 250,711 | $6,149 萬 | 0.27% | +4,384+1.8% | 加碼 |
| LPL Financial LLC | 249,090 | $6,110 萬 | 0.01% | +10,633+4.5% | 加碼 |
| Russell Investments Group, Ltd. | 248,575 | $6,095 萬 | 0.05% | +35,526+16.7% | 加碼 |
| Korea Investment CORP | 238,328 | $5,846 萬 | 0.11% | −8,619−3.5% | 減碼 |
| Congress Asset Management Co | 226,921 | $5,566 萬 | 0.34% | −46,835−17.1% | 減碼 |
| TD Asset Management Inc | 222,134 | $5,449 萬 | 0.05% | +132,168+146.9% | 加碼 |
| Barclays PLC | 222,027 | $5,446 萬 | 0.02% | −219,492−49.7% | 減碼 |
| Asset Management One Co.,Ltd. | 212,875 | $5,221 萬 | 0.13% | −8,862−4.0% | 減碼 |
| CI Private Wealth, LLC | 208,103 | $5,104 萬 | 0.07% | +185,906+837.5% | 加碼 |
| Broad Bay Capital Management, LP | 202,875 | $4,976 萬 | 4.72% | −101,525−33.4% | 減碼 |
| Standard Life Aberdeen plc | 201,848 | $4,951 萬 | 0.07% | +21,100+11.7% | 加碼 |
| Alliancebernstein L.P. | 239,287 | $4,937 萬 | 0.02% | −25,281−9.6% | 減碼 |
| APG Asset Management N.V. | 223,958 | $4,805 萬 | 0.12% | +61,586+37.9% | 加碼 |
| Kames Capital plc | 193,228 | $4,739 萬 | 0.51% | +31,452+19.4% | 加碼 |
| 1832 Asset Management L.P. | 192,800 | $4,729 萬 | 0.06% | −1,020,100−84.1% | 減碼 |
| Storebrand Asset Management AS | 181,336 | $4,448 萬 | 0.11% | −1,212−0.7% | 減碼 |
| Blair William & Co | 176,202 | $4,322 萬 | 0.11% | +6,117+3.6% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 175,723 | $4,310 萬 | 0.28% | −7,921−4.3% | 減碼 |
| Handelsbanken Fonder AB | 174,722 | $4,286 萬 | 0.12% | −1,924−1.1% | 減碼 |
| Renaissance Technologies LLC | 171,400 | $4,204 萬 | 0.06% | +171,400 | 新進 |
| Meridiem Capital Partners LP | 169,946 | $4,168 萬 | 1.92% | +60,884+55.8% | 加碼 |
| Danske Bank A/S | 169,839 | $4,166 萬 | 0.08% | +2,600+1.6% | 加碼 |
| PFA Pension, Forsikringsaktieselskab | 168,377 | $4,130 萬 | 0.10% | −3,948−2.3% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 167,548 | $4,086 萬 | 0.06% | −18,017−9.7% | 減碼 |
| Capital International Ltd | 165,469 | $4,059 萬 | 1.32% | +14,209+9.4% | 加碼 |
| Frontier Capital Management Co LLC | 165,415 | $4,057 萬 | 0.38% | +8,116+5.2% | 加碼 |
| Jupiter Topco LLC | 162,576 | $3,989 萬 | 0.02% | +162,576 | 新進 |
| Panagora Asset Management Inc | 162,288 | $3,981 萬 | 0.12% | +49,125+43.4% | 加碼 |
| Vontobel Holding Ltd. | 162,119 | $3,976 萬 | 0.13% | +42,533+35.6% | 加碼 |
| State of Wisconsin Investment Board | 161,261 | $3,955 萬 | 0.08% | −3,470−2.1% | 減碼 |
| New York State Common Retirement Fund | 159,601 | $3,915 萬 | 0.05% | +700+0.4% | 加碼 |
| Vanguard Investments Australia, Ltd. | 158,330 | $3,884 萬 | 0.10% | +1,024+0.7% | 加碼 |
| Stifel Financial Corp | 157,370 | $3,860 萬 | 0.03% | +37,922+31.7% | 加碼 |
| Ci Investments Inc. | 156,186 | $3,831 萬 | 0.12% | −75,200−32.5% | 減碼 |
| Whittier Trust Co of Nevada Inc | 141,764 | $3,811 萬 | 0.71% | +2,120+1.5% | 加碼 |
| Vanguard Global Advisers, LLC | 153,502 | $3,765 萬 | 0.02% | −3,609−2.3% | 減碼 |
| Mizuho Markets Americas LLC | 150,941 | $3,702 萬 | 0.66% | +117,584+352.5% | 加碼 |
| Capital International Inc | 149,250 | $3,661 萬 | 0.26% | +16,131+12.1% | 加碼 |
| Robeco Institutional Asset Management B.V. | 145,608 | $3,571 萬 | 0.04% | +141,260+3,248.9% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 142,669 | $3,499 萬 | 1.55% | −2,741−1.9% | 減碼 |
| HRT Financial LP | 142,124 | $3,486 萬 | 0.06% | +142,124 | 新進 |
| Contour Asset Management LLC | 140,946 | $3,457 萬 | 0.82% | +140,946 | 新進 |
| NZS Capital, LLC | 136,583 | $3,350 萬 | 0.87% | −520−0.4% | 減碼 |
| LMR Partners LLP | 136,257 | $3,342 萬 | 0.25% | +136,257 | 新進 |
| Fiera Capital Corp | 136,079 | $3,338 萬 | 0.12% | +6,307+4.9% | 加碼 |
| Treasurer of the State of North Carolina | 134,613 | $3,302 萬 | 0.09% | +400+0.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 132,486 | $3,250 萬 | 0.02% | −420,671−76.0% | 減碼 |
| Ensign Peak Advisors, Inc | 131,238 | $3,219 萬 | 0.05% | −25,519−16.3% | 減碼 |
| SG Americas Securities, LLC | 128,375 | $3,149 萬 | 0.02% | +31,657+32.7% | 加碼 |
| Creative Planning | 128,243 | $3,146 萬 | 0.02% | +34,941+37.4% | 加碼 |
| HighTower Advisors, LLC | 126,579 | $3,105 萬 | 0.03% | +33,398+35.8% | 加碼 |
| Public Employees Retirement System of Ohio | 124,328 | $3,050 萬 | 0.09% | +13,818+12.5% | 加碼 |
| KLP Kapitalforvaltning AS | 123,700 | $3,034 萬 | 0.10% | +4,700+3.9% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 123,378 | $3,026 萬 | 0.14% | +14,500+13.3% | 加碼 |
| Nykredit A/S | 119,162 | $2,923 萬 | 0.11% | +119,162 | 新進 |
| Natixis | 116,593 | $2,860 萬 | 0.14% | +16,981+17.0% | 加碼 |
| Exchange Traded Concepts, LLC | 113,932 | $2,795 萬 | 0.14% | +74,133+186.3% | 加碼 |
| Principal Financial Group Inc | 110,600 | $2,713 萬 | 0.01% | −134,419−54.9% | 減碼 |
| Tredje AP-fonden | 108,864 | $2,670 萬 | 0.12% | +14,524+15.4% | 加碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 107,866 | $2,646 萬 | 1.09% | +107,866 | 新進 |
| La Banque Postale Asset Management SA | 107,023 | $2,625 萬 | 0.26% | +44,209+70.4% | 加碼 |
| Mackenzie Financial Corp | 106,464 | $2,611 萬 | 0.03% | −87,852−45.2% | 減碼 |
| Millennium Management LLC | 105,636 | $2,591 萬 | 0.02% | −117,411−52.6% | 減碼 |
| Avalon Global Asset Management LLC | 105,400 | $2,585 萬 | 3.80% | +25,000+31.1% | 加碼 |
| Union Bancaire Privee, UBP SA | 119,058 | $2,578 萬 | 0.40% | +63,607+114.7% | 加碼 |
| 12 West Capital Management LP | 105,000 | $2,575 萬 | 4.82% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 102,173 | $2,506 萬 | 0.05% | +6,588+6.9% | 加碼 |
| Scge Management, L.P. | 100,800 | $2,472 萬 | 0.42% | +100,800 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 100,500 | $2,465 萬 | 0.12% | +100,500 | 新進 |
| State of New Jersey Common Pension Fund D | 100,410 | $2,463 萬 | 0.08% | −7,900−7.3% | 減碼 |
| ExodusPoint Capital Management, LP | 100,016 | $2,453 萬 | 0.23% | +100,016 | 新進 |
| Rheos Capital Works Inc. | 100,000 | $2,453 萬 | 1.40% | 00.0% | 不變 |
| Artemis Investment Management LLP | 98,882 | $2,425 萬 | 0.22% | +98,882 | 新進 |
| Lansforsakringar Fondforvaltning AB (publ) | 94,548 | $2,319 萬 | 0.10% | −5,958−5.9% | 減碼 |
| Oribel Capital Management, LP | 94,000 | $2,306 萬 | 1.92% | +15,300+19.4% | 加碼 |
| Ieq Capital, LLC | 93,014 | $2,281 萬 | 0.11% | +43,468+87.7% | 加碼 |
| Tudor Investment Corp Et Al | 91,048 | $2,233 萬 | 0.09% | +91,048 | 新進 |
| Quantinno Capital Management LP | 90,820 | $2,228 萬 | 0.03% | +10,720+13.4% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 90,402 | $2,217 萬 | 0.17% | −27,800−23.5% | 減碼 |
| Parnassus Investments | 90,222 | $2,213 萬 | 0.06% | −36,758−28.9% | 減碼 |
| Flight Deck Capital, LP | 89,800 | $2,203 萬 | 10.69% | +25,200+39.0% | 加碼 |
| Silvant Capital Management LLC | 89,461 | $2,194 萬 | 0.64% | +3,938+4.6% | 加碼 |
| QRG Capital Management, Inc. | 89,277 | $2,190 萬 | 0.18% | +18,914+26.9% | 加碼 |
| Captrust Financial Advisors | 88,242 | $2,164 萬 | 0.03% | −8,986−9.2% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 88,088 | $2,161 萬 | 0.04% | +88,088 | 新進 |
| Holocene Advisors, LP | 87,605 | $2,149 萬 | 0.05% | +79,142+935.2% | 加碼 |
| Commonwealth Equity Services, LLC | 87,214 | $2,139 萬 | 0.03% | +746+0.9% | 加碼 |
| Resona Asset Management Co.,Ltd. | 86,994 | $2,132 萬 | 0.10% | −4,817−5.2% | 減碼 |
| KBC Group NV | 86,773 | $2,128 萬 | 0.05% | −249,580−74.2% | 減碼 |
| Truist Financial Corp | 86,163 | $2,113 萬 | 0.03% | +6,276+7.9% | 加碼 |