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 |
|---|---|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | – | $1,124 萬 | 0.20% | – | 新進 |
| Krane Funds Advisors LLC | 45,814 | $1,124 萬 | 0.40% | +29,561+181.9% | 加碼 |
| Nordea Investment Management AB | 45,669 | $1,111 萬 | 0.01% | +2,761+6.4% | 加碼 |
| Toronto Dominion Bank | 43,871 | $1,106 萬 | 0.02% | −141,579−76.3% | 減碼 |
| AMJ Financial Wealth Management | 52,988 | $1,093 萬 | 2.59% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 44,361 | $1,088 萬 | 0.05% | +7,122+19.1% | 加碼 |
| Skaana Management L.P. | 2,300 | $1,087 萬 | 2.90% | – | – |
| DekaBank Deutsche Girozentrale | 55,984 | $1,086 萬 | 0.02% | 00.0% | 不變 |
| LGT Fund Management Co Ltd. | 44,128 | $1,082 萬 | 0.45% | +4,836+12.3% | 加碼 |
| Nicholas Investment Partners, LP | 5,366 | $1,080 萬 | 0.61% | −9,723−64.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 42,331 | $1,038 萬 | 0.05% | +2,880+7.3% | 加碼 |
| Jacobs Levy Equity Management, Inc | 41,962 | $1,029 萬 | 0.04% | +33,330+386.1% | 加碼 |
| Kornitzer Capital Management Inc | 41,818 | $1,026 萬 | 0.21% | +39,118+1,448.8% | 加碼 |
| Oaktree Capital Management LP大師橡樹資本 | – | $1,020 萬 | 0.19% | – | 新進 |
| PensionDanmark Pensionsforsikringsaktieselskab | 41,428 | $1,016 萬 | 0.08% | −10,066−19.5% | 減碼 |
| Nissay Asset Management Corp | 41,344 | $1,014 萬 | 0.04% | +960+2.4% | 加碼 |
| Los Angeles Capital Management LLC | 40,684 | $997.9 萬 | 0.04% | +35,754+725.2% | 加碼 |
| Group One Trading, L.P. | 40,636 | $996.7 萬 | 0.29% | +1,137+2.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 40,361 | $990.0 萬 | 0.03% | −269−0.7% | 減碼 |
| Archon Partners LLC | 40,000 | $981.1 萬 | 1.05% | −10,000−20.0% | 減碼 |
| Capelight Capital Asset Management LP | 40,000 | $981.1 萬 | 4.89% | 00.0% | 不變 |
| Ambassador Advisors, LLC | 39,763 | $975.3 萬 | 1.19% | +41+0.1% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 38,874 | $953.5 萬 | 0.06% | 00.0% | 不變 |
| Yarbrough Capital, LLC | 38,845 | $952.8 萬 | 0.29% | 00.0% | 不變 |
| Liontrust Investment Partners LLP | 37,313 | $915.2 萬 | 0.13% | −12,885−25.7% | 減碼 |
| Foundations Investment Advisors, LLC | 37,115 | $910.4 萬 | 0.09% | +195+0.5% | 加碼 |
| Ethic Inc. | 37,034 | $908.4 萬 | 0.11% | −1,020−2.7% | 減碼 |
| Wealthfront Advisers LLC | 36,851 | $903.9 萬 | 0.02% | +5,428+17.3% | 加碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 36,434 | $893.7 萬 | 1.10% | +36,434 | 新進 |
| Capital Group Investment Management Pte. Ltd. | 36,270 | $889.6 萬 | 1.34% | +2,640+7.9% | 加碼 |
| OP Asset Management Ltd | 35,091 | $860.7 萬 | 0.09% | −20,623−37.0% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 34,384 | $843.4 萬 | 0.38% | +8,699+33.9% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 34,280 | $840.8 萬 | 0.08% | +1,153+3.5% | 加碼 |
| Loomis Sayles & Co L P | 34,260 | $840.3 萬 | 0.01% | +34,260 | 新進 |
| Clear Harbor Asset Management, LLC | 34,069 | $835.6 萬 | 0.52% | +8,861+35.2% | 加碼 |
| Allianz Asset Management GmbH | 33,821 | $829.6 萬 | 0.01% | −34,297−50.3% | 減碼 |
| Sentinel Dome Partners, LLC | – | $824.5 萬 | 6.01% | – | 新進 |
| Fifth Third Wealth Advisors LLC | 33,142 | $812.9 萬 | 0.23% | −38−0.1% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 32,877 | $806.8 萬 | 0.03% | +3,219+10.9% | 加碼 |
| Soltis Investment Advisors LLC | 32,451 | $795.9 萬 | 0.46% | −2,169−6.3% | 減碼 |
| US Bancorp | 32,204 | $789.9 萬 | 0.01% | +428+1.3% | 加碼 |
| Square Peg Capital Pty Ltd | 32,199 | $789.8 萬 | 10.36% | +26,539+468.9% | 加碼 |
| Eurizon Capital SGR S.p.A. | 31,299 | $767.5 萬 | 0.02% | −29,305−48.4% | 減碼 |
| Virginia Retirement Systems Et Al | 31,150 | $764.0 萬 | 0.05% | +31,150 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,991 | $760.1 萬 | 0.05% | +259+0.8% | 加碼 |
| Osbon Capital Management LLC | 29,840 | $731.9 萬 | 5.74% | +13,298+80.4% | 加碼 |
| State of Michigan Retirement System | 29,354 | $720.0 萬 | 0.03% | +29,354 | 新進 |
| Sepio Capital, LP | 29,156 | $715.1 萬 | 0.36% | −860−2.9% | 減碼 |
| Pier 88 Investment Partners LLC | 2,900 | $706.5 萬 | 1.68% | +700+31.8% | 加碼 |
| GWM Advisors LLC | 28,475 | $698.4 萬 | 0.02% | +3,725+15.1% | 加碼 |
| Allstate Corp | 28,339 | $695.1 萬 | 0.07% | −9,310−24.7% | 減碼 |
| Oppenheimer Asset Management Inc. | 204,322 | $692.9 萬 | 0.07% | +8,230+4.2% | 加碼 |
| Jasper Ridge Partners, L.P. | 27,835 | $682.7 萬 | 0.15% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 27,423 | $672.6 萬 | 0.12% | +433+1.6% | 加碼 |
| Lountzis Asset Management, LLC | 26,924 | $660.4 萬 | 2.09% | −24−0.1% | 減碼 |
| Perigon Wealth Management, LLC | 26,761 | $656.4 萬 | 0.10% | +111+0.4% | 加碼 |
| Brinker Capital Investments, LLC | 26,663 | $654.0 萬 | 0.05% | +3,507+15.1% | 加碼 |
| Cypress Point Investment Management LP | 26,422 | $648.1 萬 | 1.17% | +1,491+6.0% | 加碼 |
| Colony Group, LLC | 26,400 | $647.6 萬 | 0.01% | +5,991+29.4% | 加碼 |
| Commerce Bank | 26,233 | $643.4 萬 | 0.03% | +1,479+6.0% | 加碼 |
| Sanctuary Advisors, LLC | 26,097 | $640.1 萬 | 0.03% | −6,115−19.0% | 減碼 |
| Creek Drive Management Group LLC | 26,000 | $637.7 萬 | 3.94% | −6,200−19.3% | 減碼 |
| Rational Advisors LLC | 5,023,000 | $635.4 萬 | 0.58% | +5,023,000 | 新進 |
| XTX Topco Ltd | 25,795 | $632.7 萬 | 0.08% | −46,347−64.2% | 減碼 |
| Radcliffe Capital Management, L.P. | – | $632.5 萬 | 0.48% | – | 新進 |
| Premier Fund Managers Ltd | 25,756 | $627.2 萬 | 0.57% | +120+0.5% | 加碼 |
| Janney Montgomery Scott LLC | 25,452 | $624.3 萬 | 0.01% | +5,082+24.9% | 加碼 |
| RWC Asset Management LLP | – | $620.5 萬 | 0.23% | – | – |
| Global Wealth Management Investment Advisory, Inc. | 24,424 | $599.1 萬 | 0.85% | +356+1.5% | 加碼 |
| Simplex Trading, LLC | 24,408 | $598.7 萬 | 0.16% | +24,408 | 新進 |
| Private Advisory Group LLC | 24,202 | $593.6 萬 | 0.33% | −63,259−72.3% | 減碼 |
| Motley Fool Asset Management LLC | 24,065 | $590.3 萬 | 0.23% | −7,221−23.1% | 減碼 |
| Gulf International Bank (UK) Ltd | 24,013 | $588.9 萬 | 0.12% | −399−1.6% | 減碼 |
| Shannon River Fund Management LLC | 23,589 | $578.6 萬 | 0.52% | +23,589 | 新進 |
| Rockefeller Capital Management L.P. | 23,511 | $576.7 萬 | 0.01% | −1,588−6.3% | 減碼 |
| Proactive Wealth Strategies LLC | 23,440 | $574.9 萬 | 0.92% | +80+0.3% | 加碼 |
| ICONIQ Capital, LLC | 23,136 | $567.5 萬 | 0.16% | 00.0% | 不變 |
| Ossiam | 23,099 | $566.6 萬 | 0.08% | +12,792+124.1% | 加碼 |
| Nisa Investment Advisors, LLC | 23,008 | $564.3 萬 | 0.02% | −1,070−4.4% | 減碼 |
| Amalgamated Bank | 22,847 | $560.4 萬 | 0.04% | −2,687−10.5% | 減碼 |
| Carnegie Capital Asset Management, LLC | 22,627 | $555.0 萬 | 0.11% | −110,280−83.0% | 減碼 |
| Prudential PLC | 22,435 | $550.3 萬 | 0.03% | +7,667+51.9% | 加碼 |
| Newbridge Financial Services Group, Inc. | 22,318 | $547.4 萬 | 0.68% | −3,644−14.0% | 減碼 |
| Landscape Capital Management, L.L.C. | 22,187 | $544.2 萬 | 0.35% | +14,354+183.3% | 加碼 |
| Kestra Advisory Services, LLC | 22,153 | $543.4 萬 | 0.02% | +183+0.8% | 加碼 |
| Private Advisor Group, LLC | 22,121 | $542.6 萬 | 0.02% | +12,353+126.5% | 加碼 |
| Norden Group LLC | 21,978 | $539.1 萬 | 0.44% | −1,215−5.2% | 減碼 |
| Lido Advisors, LLC | 21,864 | $536.3 萬 | 0.02% | +2,490+12.9% | 加碼 |
| Hantz Financial Services, Inc. | 21,849 | $535.9 萬 | 0.07% | −4,168−16.0% | 減碼 |
| Abn Amro Investment Solutions | 21,824 | $535.3 萬 | 0.05% | +6,377+41.3% | 加碼 |
| Employees Retirement System of Texas | 21,798 | $534.7 萬 | 0.04% | −11,376−34.3% | 減碼 |
| Saudi Central Bank | 21,718 | $532.7 萬 | 0.07% | +10,056+86.2% | 加碼 |
| Y.D. More Investments Ltd | 21,697 | $532.2 萬 | 0.17% | −1,042−4.6% | 減碼 |
| Independent Financial Group, LLC | 21,475 | $526.7 萬 | 0.10% | −16,881−44.0% | 減碼 |
| Evercore Wealth Management, LLC | 21,400 | $524.9 萬 | 0.07% | −4,180−16.3% | 減碼 |
| Callan Family Office, LLC | 21,216 | $520.4 萬 | 0.10% | +8,914+72.5% | 加碼 |
| Viking Fund Management LLC | 21,000 | $515.1 萬 | 0.46% | 00.0% | 不變 |
| Sona Asset Management (US) LLC | 21,000 | $515.1 萬 | 0.19% | +21,000 | 新進 |
| Campbell & CO Investment Adviser LLC | 20,956 | $514.0 萬 | 0.27% | +5,874+38.9% | 加碼 |
| Polymer Capital Management (HK) LTD | 20,879 | $512.1 萬 | 0.52% | +13,098+168.3% | 加碼 |