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
- 1,228
- 較 2026 年第 1 季 +100 家
- 持有股數
- 2.85 億
- 較 2026 年第 1 季 +802.4 萬 (+2.9%)
- 總市值
- $749.7 億
- 較 2026 年第 1 季 +$179.8 億 (+31.5%)
- 新進機構
- 218
- 另有 489 家加碼
- 清倉機構
- 118
- 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 |
|---|---|---|---|---|---|
| BW Gestao de Investimentos Ltda. | 15,089 | $370.1 萬 | 0.09% | −43,690−74.3% | 減碼 |
| Walleye Capital LLC | 15,073 | $369.7 萬 | 0.02% | −91,934−85.9% | 減碼 |
| Element Capital Management LLC | 15,000 | $367.9 萬 | 0.20% | +15,000 | 新進 |
| Belpointe Asset Management LLC | 14,994 | $367.8 萬 | 0.12% | +3,225+27.4% | 加碼 |
| CIBC Asset Management Inc | 14,977 | $367.4 萬 | 0.01% | −116−0.8% | 減碼 |
| Macquarie Group Ltd | 14,973 | $367.3 萬 | 0.02% | +2,778+22.8% | 加碼 |
| EP Wealth Advisors, LLC | 14,903 | $365.5 萬 | 0.01% | +11,990+411.6% | 加碼 |
| Bulltick Wealth Management, LLC | 14,891 | $365.2 萬 | 0.74% | +14,891 | 新進 |
| Coastal Investment Advisors, Inc. | 14,885 | $365.1 萬 | 1.13% | +1,117+8.1% | 加碼 |
| Alphadyne Asset Management LP | 14,768 | $362.2 萬 | 0.16% | +10,828+274.8% | 加碼 |
| Robocap Asset Management Ltd | 14,759 | $362.0 萬 | 2.92% | −569−3.7% | 減碼 |
| MAI Capital Management | 14,744 | $361.6 萬 | 0.01% | +5,898+66.7% | 加碼 |
| D.A. Davidson & Co. | 14,702 | $360.6 萬 | 0.02% | −1,406−8.7% | 減碼 |
| Meridian Wealth Management, LLC | 14,675 | $359.9 萬 | 0.11% | −2,607−15.1% | 減碼 |
| Main Management ETF Advisors, LLC | 14,594 | $358.0 萬 | 0.11% | +360+2.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 14,593 | $357.9 萬 | 0.00% | +312+2.2% | 加碼 |
| Ellevest, Inc. | 14,565 | $356.8 萬 | 0.42% | +8,825+153.7% | 加碼 |
| Hancock Whitney Corp | 14,527 | $356.3 萬 | 0.06% | −16−0.1% | 減碼 |
| M&T Bank Corp | 14,337 | $351.6 萬 | 0.01% | +346+2.5% | 加碼 |
| State of Alaska, Department of Revenue | 14,314 | $351.0 萬 | 0.03% | +7,016+96.1% | 加碼 |
| Nia Impact Advisors, LLC | 14,302 | $350.8 萬 | 1.45% | −1,573−9.9% | 減碼 |
| Boothbay Fund Management, LLC | 14,262 | $349.8 萬 | 0.07% | −8,100−36.2% | 減碼 |
| Brevan Howard Capital Management LP | 14,249 | $349.5 萬 | 0.05% | +112+0.8% | 加碼 |
| Livet Wealth, LLC | 14,165 | $347.4 萬 | 2.00% | −41−0.3% | 減碼 |
| WD Rutherford LLC | 14,153 | $347.1 萬 | 1.26% | +4,719+50.0% | 加碼 |
| Capula Management Ltd | 14,132 | $346.6 萬 | 0.02% | +606+4.5% | 加碼 |
| Park Avenue Securities LLC | 13,921 | $341.5 萬 | 0.02% | +786+6.0% | 加碼 |
| Agf Management Ltd | 13,896 | $340.8 萬 | 0.01% | +13,896 | 新進 |
| National Bank of Canada | 13,855 | $340.1 萬 | 0.00% | +213+1.6% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 13,824 | $339.1 萬 | 0.12% | −514−3.6% | 減碼 |
| G2 Investment Partners Management LLC | 13,500 | $331.1 萬 | 0.60% | −3,763−21.8% | 減碼 |
| Fortis Capital Advisors, LLC | 13,462 | $330.2 萬 | 0.37% | +1,693+14.4% | 加碼 |
| Generali Investments, Management Co LLC | 13,396 | $328.6 萬 | 0.71% | +6,174+85.5% | 加碼 |
| Grandview Asset Management LLC | 13,383 | $328.3 萬 | 0.82% | +158+1.2% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 13,197 | $323.7 萬 | 0.10% | +482+3.8% | 加碼 |
| United Capital Financial Advisers, LLC | 13,130 | $322.1 萬 | 0.02% | +3,976+43.4% | 加碼 |
| ASR Vermogensbeheer N.V. | 13,049 | $320.1 萬 | 0.03% | −16,089−55.2% | 減碼 |
| Circle Wealth Management, LLC | 13,023 | $319.4 萬 | 0.04% | +3,293+33.8% | 加碼 |
| Parallax Volatility Advisers, L.P. | 12,991 | $318.6 萬 | 0.12% | −32,358−71.4% | 減碼 |
| Kestra Private Wealth Services, LLC | 12,968 | $318.1 萬 | 0.03% | +8,767+208.7% | 加碼 |
| SRS Capital Advisors, Inc. | 12,951 | $317.7 萬 | 0.02% | +12,070+1,370.0% | 加碼 |
| Sterling Capital Management LLC | 12,812 | $314.3 萬 | 0.05% | +1,104+9.4% | 加碼 |
| Meiji Yasuda Life Insurance Co | 12,645 | $310.2 萬 | 0.10% | +2,615+26.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 12,638 | $310.0 萬 | 0.03% | −374−2.9% | 減碼 |
| Diversified Trust Co | 12,629 | $309.8 萬 | 0.05% | +11,496+1,014.7% | 加碼 |
| Institute for Wealth Management, LLC. | 12,422 | $304.7 萬 | 0.27% | +299+2.5% | 加碼 |
| NewEdge Wealth, LLC | 12,342 | $302.7 萬 | 0.03% | +3,733+43.4% | 加碼 |
| Horizon Investments, LLC | 12,218 | $299.7 萬 | 0.03% | +10,526+622.1% | 加碼 |
| Legato Capital Management LLC | 12,197 | $299.2 萬 | 0.25% | −1,041−7.9% | 減碼 |
| Bleakley Financial Group, LLC | 12,138 | $297.7 萬 | 0.04% | +12,138 | 新進 |
| Oppenheimer & Co Inc | 12,105 | $296.9 萬 | 0.03% | +1,683+16.1% | 加碼 |
| Raiffeisen Bank International AG | 12,154 | $296.3 萬 | 0.03% | +1,947+19.1% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 12,044 | $295.4 萬 | 0.07% | −800−6.2% | 減碼 |
| Engineers Gate Manager LP | 12,015 | $294.7 萬 | 0.04% | −73,310−85.9% | 減碼 |
| Kirtland Hills Capital Management, LLC | 11,695 | $286.9 萬 | 0.82% | +367+3.2% | 加碼 |
| Morgens Waterfall Vintiadis & Co Inc | 11,500 | $282.1 萬 | 2.15% | +11,500 | 新進 |
| Snider Financial Group | 11,450 | $280.8 萬 | 0.71% | +457+4.2% | 加碼 |
| Baader Bank INC | 11,343 | $278.2 萬 | 0.23% | +1,943+20.7% | 加碼 |
| Mission Wealth Management, LP | 11,340 | $278.1 萬 | 0.03% | +2,687+31.1% | 加碼 |
| SBI Securities Co., Ltd. | 11,330 | $277.9 萬 | 0.06% | +386+3.5% | 加碼 |
| Van Eck Associates Corp | 11,268 | $276.4 萬 | 0.00% | +243+2.2% | 加碼 |
| MBM Wealth Consultants, LLC | 11,233 | $275.5 萬 | 0.53% | +1,174+11.7% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 11,190 | $274.5 萬 | 0.24% | +604+5.7% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 11,185 | $274.3 萬 | 0.09% | +349+3.2% | 加碼 |
| Palidye Holdings (Caymans) Ltd | 11,145 | $273.4 萬 | 0.49% | +9,168+463.7% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 11,100 | $272.3 萬 | 0.02% | 00.0% | 不變 |
| Marex Group plc | 11,060 | $271.3 萬 | 0.02% | +6,667+151.8% | 加碼 |
| Discovery Capital Management, LLC | 10,932 | $268.1 萬 | 0.11% | +10,932 | 新進 |
| Northwestern Mutual Wealth Management Co | 10,862 | $266.4 萬 | 0.00% | −1,179−9.8% | 減碼 |
| Keystone Wealth Services, LLC | 10,843 | $266.0 萬 | 0.49% | +1,389+14.7% | 加碼 |
| Hel Ved Capital Management Ltd | 10,840 | $265.9 萬 | 0.37% | −5,240−32.6% | 減碼 |
| Fortis Group Advisors, LLC | 10,759 | $263.9 萬 | 0.42% | −69−0.6% | 減碼 |
| Brandywine Managers, LLC | 10,677 | $261.9 萬 | 1.30% | +771+7.8% | 加碼 |
| Change Path, LLC | 10,647 | $261.1 萬 | 0.06% | +3,384+46.6% | 加碼 |
| Malaga Cove Capital, LLC | 10,589 | $259.7 萬 | 0.83% | −205−1.9% | 減碼 |
| Keybank National Association | 10,540 | $258.5 萬 | 0.01% | −614−5.5% | 減碼 |
| Brooktree Capital Management | 10,534 | $258.4 萬 | 1.69% | +248+2.4% | 加碼 |
| SummitTX Capital, L.P. | 10,520 | $258.0 萬 | 0.07% | −3,565−25.3% | 減碼 |
| North Dakota State Investment Board | 10,501 | $257.6 萬 | 0.10% | +922+9.6% | 加碼 |
| Intech Investment Management LLC | 10,464 | $256.7 萬 | 0.02% | +6,886+192.5% | 加碼 |
| Alps Advisors Inc | 10,193 | $250.0 萬 | 0.01% | −214−2.1% | 減碼 |
| Rakuten Securities, Inc. | 10,145 | $248.8 萬 | 0.58% | +2,886+39.8% | 加碼 |
| Peapack Gladstone Financial Corp | 10,131 | $248.5 萬 | 0.03% | +80+0.8% | 加碼 |
| Clarus Wealth Advisors | 9,067 | $247.9 萬 | 0.96% | −109−1.2% | 減碼 |
| Osmosis Investment Management UK Ltd | 10,067 | $246.9 萬 | 0.11% | −12,166−54.7% | 減碼 |
| Steel Peak Wealth Management LLC | 10,035 | $246.1 萬 | 0.06% | +11+0.1% | 加碼 |
| Alight Capital Management LP | 10,000 | $245.3 萬 | 0.40% | +5,000+100.0% | 加碼 |
| Merit Financial Group, LLC | 9,961 | $244.3 萬 | 0.02% | +3,780+61.2% | 加碼 |
| Quadrature Capital Ltd | 9,921 | $243.3 萬 | 0.02% | −84,500−89.5% | 減碼 |
| TrueMark Investments, LLC | 9,894 | $242.7 萬 | 0.30% | −9,381−48.7% | 減碼 |
| Sequoia Financial Advisors, LLC | 9,790 | $240.1 萬 | 0.01% | +1,139+13.2% | 加碼 |
| Joel Isaacson & Co., LLC | 9,602 | $235.5 萬 | 0.07% | −290−2.9% | 減碼 |
| Mutual Advisors, LLC | 9,550 | $234.2 萬 | 0.04% | −321−3.3% | 減碼 |
| Profund Advisors LLC | 9,427 | $231.2 萬 | 0.06% | −757−7.4% | 減碼 |
| Ocean Capital Management, LLC | 9,397 | $230.5 萬 | 0.43% | −2,913−23.7% | 減碼 |
| Everence Capital Management Inc | 9,380 | $230.1 萬 | 0.12% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 9,315 | $228.5 萬 | 0.05% | +77+0.8% | 加碼 |
| Vise Technologies, Inc. | 9,260 | $227.1 萬 | 0.03% | +2,445+35.9% | 加碼 |
| HB Wealth Management, LLC | 9,240 | $226.6 萬 | 0.01% | +2,657+40.4% | 加碼 |
| Citizens Financial Group Inc | 9,185 | $225.3 萬 | 0.03% | +9,185 | 新進 |