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 1,272 家機構在 13F 申報持有，市值合計 $785.1 億；方舟投資、橡樹資本等 3 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
- 1,272
- 較 2026 年第 1 季 +123 家
- 持有股數
- 4.21 億
- 較 2026 年第 1 季 +9,630 萬 (+29.6%)
- 總市值
- $785.1 億
- 較 2026 年第 1 季 +$200.6 億 (+34.3%)
- 新進機構
- 239
- 另有 492 家加碼
- 清倉機構
- 116
- 另有 384 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 | 1,272 | $785.1 億 |
| 2026 年第 1 季 | 1,160 | $585.1 億 |
| 2025 年第 4 季 | 1,107 | $564.0 億 |
| 2025 年第 3 季 | 1,056 | $629.9 億 |
| 2025 年第 2 季 | 968 | $561.7 億 |
| 2025 年第 1 季 | 891 | $316.0 億 |
| 2024 年第 4 季 | 795 | $296.8 億 |
| 2024 年第 3 季 | 706 | $219.8 億 |
| 2024 年第 2 季 | 680 | $224.0 億 |
| 2024 年第 1 季 | 730 | $308.8 億 |
| 2023 年第 4 季 | 701 | $244.1 億 |
| 2023 年第 3 季 | 603 | $214.8 億 |
| 2023 年第 2 季 | 587 | $206.0 億 |
| 2023 年第 1 季 | 598 | $198.5 億 |
| 2022 年第 4 季 | 573 | $119.0 億 |
| 2022 年第 3 季 | 588 | $141.4 億 |
| 2022 年第 2 季 | 550 | $103.6 億 |
| 2022 年第 1 季 | 641 | $279.6 億 |
| 2021 年第 4 季 | 681 | $298.0 億 |
| 2021 年第 3 季 | 620 | $245.6 億 |
| 2021 年第 2 季 | 537 | $226.2 億 |
| 2021 年第 1 季 | 507 | $137.5 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 |
|---|---|---|---|---|---|
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 107,866 | $2,646 萬 | 1.09% | +107,866 | 新進 |
| Mackenzie Financial Corp | 106,464 | $2,611 萬 | 0.03% | −87,852−45.2% | 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 | 0.28% | +63,607+114.7% | 加碼 |
| 12 West Capital Management LP | 105,000 | $2,575 萬 | 4.82% | 00.0% | 不變 |
| Healthcare of Ontario Pension Plan Trust Fund | 48,500 | $2,520 萬 | 0.04% | +28,700+144.9% | 加碼 |
| Man Group plc | 44,830 | $2,496 萬 | 0.05% | −8,882−16.5% | 減碼 |
| Scge Management, L.P. | 100,800 | $2,472 萬 | 0.42% | +100,800 | 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 | 113,214 | $2,143 萬 | 0.03% | +26,746+30.9% | 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 | $2,119 萬 | 0.03% | +6,276+7.9% | 加碼 |
| Arizona State Retirement System | 86,090 | $2,112 萬 | 0.11% | −512−0.6% | 減碼 |
| EFG International AG | 62,310 | $2,100 萬 | 0.38% | −2,875−4.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 85,532 | $2,098 萬 | 0.14% | −38,019−30.8% | 減碼 |
| STRS Ohio | 83,190 | $2,040 萬 | 0.08% | +75,692+1,009.5% | 加碼 |
| TIAA Wealth Investment Management LLC | 82,314 | $2,019 萬 | 0.13% | +69,068+521.4% | 加碼 |
| MML Investors Services, LLC | 82,119 | $2,014 萬 | 0.04% | −14,261−14.8% | 減碼 |
| Assenagon Asset Management S.A. | 81,552 | $2,000 萬 | 0.01% | +71,953+749.6% | 加碼 |
| Parkwood LLC | 80,411 | $1,972 萬 | 1.41% | −29,589−26.9% | 減碼 |
| RPG Investment Advisory, LLC | 80,054 | $1,964 萬 | 2.02% | −14,869−15.7% | 減碼 |
| Spear Advisors LLC | 79,885 | $1,959 萬 | 6.73% | +77,206+2,881.9% | 加碼 |
| RMB Capital Management, LLC | 79,384 | $1,947 萬 | 0.30% | −453−0.6% | 減碼 |
| Federated Hermes, Inc. | 78,943 | $1,936 萬 | 0.03% | −37,483−32.2% | 減碼 |
| Slow Capital, Inc. | 78,701 | $1,930 萬 | 2.25% | +2,794+3.7% | 加碼 |
| Jones Financial Companies LLLP | 80,906 | $1,919 萬 | 0.01% | +7,385+10.0% | 加碼 |
| Baker Chad R | 77,960 | $1,912 萬 | 3.09% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 48,132 | $1,887 萬 | 0.17% | +33,132+220.9% | 加碼 |
| Empyrean Capital Partners, LP | – | $1,882 萬 | 0.66% | – | 新進 |
| Voloridge Investment Management, LLC | 76,592 | $1,879 萬 | 0.08% | +76,592 | 新進 |
| Sentinel Trust Co Lba | 74,918 | $1,838 萬 | 1.63% | −3,000−3.9% | 減碼 |
| Cetera Investment Advisers | 74,773 | $1,834 萬 | 0.02% | −4,283−5.4% | 減碼 |
| Hartline Investment Corp | 74,027 | $1,816 萬 | 1.58% | −46,490−38.6% | 減碼 |
| SEB Asset Management AB | 73,701 | $1,808 萬 | 0.07% | +4,816+7.0% | 加碼 |
| Davis-Rea Ltd. | 73,384 | $1,800 萬 | 5.13% | +10,000+15.8% | 加碼 |
| Ssi Investment Management LLC | – | $1,798 萬 | 1.04% | – | – |
| IFM Investors Pty Ltd | 72,061 | $1,768 萬 | 0.12% | +8,097+12.7% | 加碼 |
| Manchester Global Management (UK) Ltd | 71,303 | $1,749 萬 | 1.93% | 00.0% | 不變 |
| Xponance, Inc. | 71,098 | $1,744 萬 | 0.11% | −2,076−2.8% | 減碼 |
| Cookson Peirce & Co Inc | 70,616 | $1,732 萬 | 0.57% | +692+1.0% | 加碼 |
| Teacher Retirement System of Texas | 68,725 | $1,686 萬 | 0.05% | +12,473+22.2% | 加碼 |
| DnB Asset Management AS | 68,216 | $1,673 萬 | 0.05% | −108−0.2% | 減碼 |
| Erste Asset Management GmbH | 67,953 | $1,656 萬 | 0.13% | −11,117−14.1% | 減碼 |
| Kim, LLC | – | $1,652 萬 | 2.25% | – | 新進 |
| Gotham Asset Management, LLC | 67,300 | $1,651 萬 | 0.04% | −23,771−26.1% | 減碼 |
| K2 Principal Fund, L.P. | – | $1,649 萬 | 1.52% | – | 新進 |
| IMC-Chicago, LLC | 66,518 | $1,632 萬 | 0.15% | −15,577−19.0% | 減碼 |
| Wim Investment Management Ltd | 66,119 | $1,622 萬 | 5.31% | −161,630−71.0% | 減碼 |
| Cerity Partners LLC | 66,107 | $1,621 萬 | 0.02% | +18,409+38.6% | 加碼 |
| Pinebridge Investments LLC | 62,956 | $1,544 萬 | 0.13% | −57,593−47.8% | 減碼 |
| Natixis Advisors, L.P. | 62,870 | $1,542 萬 | 0.02% | +4,649+8.0% | 加碼 |
| Assetmark, Inc | 62,325 | $1,529 萬 | 0.03% | +142+0.2% | 加碼 |
| Oak Ridge Investments LLC | 62,004 | $1,521 萬 | 0.86% | −3,472−5.3% | 減碼 |
| Cushing Asset Management, LP | 60,000 | $1,472 萬 | 0.66% | +10,000+20.0% | 加碼 |
| Advisor Group Holdings, Inc. | 58,345 | $1,431 萬 | 0.02% | −1,244−2.1% | 減碼 |
| Candriam Luxembourg S.C.A. | 58,366 | $1,430 萬 | 0.06% | −2,445−4.0% | 減碼 |
| Trexquant Investment LP | 57,718 | $1,416 萬 | 0.09% | +14,027+32.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 55,509 | $1,408 萬 | 0.02% | +21,113+61.4% | 加碼 |
| Absolute Investment Advisers LLC | 11,000,000 | $1,395 萬 | 1.35% | +11,000,000 | 新進 |
| Manufacturers Life Insurance Company, The | 17,152 | $1,392 萬 | 0.01% | −1,249−6.8% | 減碼 |
| Lyell Wealth Management, LP | 55,907 | $1,371 萬 | 0.84% | +1,873+3.5% | 加碼 |
| Delta Global Management LP | 55,803 | $1,369 萬 | 1.48% | +24,352+77.4% | 加碼 |
| Clear Street Group Inc. | 55,080 | $1,351 萬 | 0.04% | +36,034+189.2% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 54,381 | $1,333 萬 | 0.03% | −8,649−13.7% | 減碼 |
| Davy Global Fund Management Ltd | 53,964 | $1,324 萬 | 0.84% | −3,248−5.7% | 減碼 |
| Robinhood Asset Management, LLC | 53,195 | $1,305 萬 | 0.70% | +14,550+37.7% | 加碼 |
| Varma Mutual Pension Insurance Co | 53,180 | $1,304 萬 | 0.07% | −5,300−9.1% | 減碼 |
| Mercer Global Advisors Inc | 52,573 | $1,290 萬 | 0.02% | +20,681+64.8% | 加碼 |
| Maven Securities LTD | 10,000,000 | $1,269 萬 | 0.87% | +10,000,000 | 新進 |
| Thrivent Financial for Lutherans | 51,556 | $1,265 萬 | 0.02% | −693−1.3% | 減碼 |
| LGT Group Foundation | 50,730 | $1,244 萬 | 0.14% | +7,824+18.2% | 加碼 |
| JustInvest LLC | 49,840 | $1,222 萬 | 0.10% | −432−0.9% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 49,395 | $1,212 萬 | 1.05% | +1,395+2.9% | 加碼 |
| Pathstone Holdings, LLC | 49,258 | $1,208 萬 | 0.04% | −1,712−3.4% | 減碼 |
| Graham Capital Management, L.P. | 49,237 | $1,208 萬 | 0.32% | −19,666−28.5% | 減碼 |
| AIA Group Ltd | 48,713 | $1,195 萬 | 0.15% | −9,413−16.2% | 減碼 |
| Andra AP-fonden | 48,356 | $1,186 萬 | 0.14% | +14,900+44.5% | 加碼 |
| Utah Retirement Systems | 47,980 | $1,177 萬 | 0.11% | −2,969−5.8% | 減碼 |
| Glynn Capital Management LLC | 47,886 | $1,175 萬 | 3.23% | +4,706+10.9% | 加碼 |
| Bearing Point Capital, LLC | 47,689 | $1,170 萬 | 1.58% | +2,514+5.6% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 47,502 | $1,165 萬 | 0.09% | −894−1.8% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 47,196 | $1,158 萬 | 0.01% | +29,096+160.8% | 加碼 |
| British Columbia Investment Management Corp | 46,500 | $1,141 萬 | 0.07% | +2,952+6.8% | 加碼 |