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 |
|---|---|---|---|---|---|
| TCW Group Inc | 5,345 | $131.1 萬 | 0.01% | +226+4.4% | 加碼 |
| NTV Asset Management LLC | 5,330 | $130.7 萬 | 0.13% | −450−7.8% | 減碼 |
| Advisory Services Network, LLC | 5,261 | $129.0 萬 | 0.01% | −1,475−21.9% | 減碼 |
| Pallas Capital Advisors LLC | 5,245 | $128.7 萬 | 0.04% | +974+22.8% | 加碼 |
| Harvest Fund Management Co., Ltd | 5,219 | $128.0 萬 | 0.04% | −2,289−30.5% | 減碼 |
| Wealthedge Investment Advisors, LLC | 5,155 | $126.4 萬 | 0.43% | −20.0% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 5,028 | $123.3 萬 | 0.00% | +5,028 | 新進 |
| Resources Investment Advisors, LLC. | 5,015 | $123.0 萬 | 0.01% | +343+7.3% | 加碼 |
| Nwam LLC | 5,005 | $122.8 萬 | 0.06% | +1,002+25.0% | 加碼 |
| Moore Capital Management, LP | 4,891 | $120.0 萬 | 0.03% | −5,645−53.6% | 減碼 |
| Coldstream Capital Management Inc | 4,880 | $119.7 萬 | 0.01% | −4−0.1% | 減碼 |
| Harbour Investments, Inc. | 4,843 | $118.8 萬 | 0.02% | +117+2.5% | 加碼 |
| Left Brain Wealth Management, LLC | 4,745 | $116.4 萬 | 0.35% | +2,793+143.1% | 加碼 |
| Kovack Advisors, Inc. | 4,710 | $115.8 萬 | 0.06% | +4,710 | 新進 |
| J.W. Cole Advisors, Inc. | 4,675 | $114.7 萬 | 0.02% | +48+1.0% | 加碼 |
| Palumbo Wealth Management LLC | 4,675 | $114.7 萬 | 0.24% | +66+1.4% | 加碼 |
| Van Hulzen Asset Management, LLC | 4,675 | $114.7 萬 | 0.08% | +110+2.4% | 加碼 |
| Summit Financial, LLC | 4,671 | $114.6 萬 | 0.01% | +630+15.6% | 加碼 |
| Two Sigma Securities, LLC | 4,630 | $113.6 萬 | 0.10% | +2,918+170.4% | 加碼 |
| Moneta Group Investment Advisors LLC | 4,564 | $111.9 萬 | 0.01% | +41+0.9% | 加碼 |
| Wright Investors Service Inc | 4,561 | $111.9 萬 | 0.31% | +4,561 | 新進 |
| China Universal Asset Management Co., Ltd. | 4,500 | $110.4 萬 | 0.07% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 4,487 | $110.1 萬 | 0.04% | +502+12.6% | 加碼 |
| LeConte Wealth Management, LLC | 4,472 | $109.7 萬 | 0.60% | +394+9.7% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 4,467 | $109.6 萬 | 0.01% | −6,314−58.6% | 減碼 |
| Csenge Advisory Group | 4,457 | $109.3 萬 | 0.04% | +4,457 | 新進 |
| Caxton Associates LLP | 4,443 | $109.0 萬 | 0.02% | −7,835−63.8% | 減碼 |
| Advisors Asset Management, Inc. | 4,433 | $108.7 萬 | 0.02% | +840+23.4% | 加碼 |
| Guggenheim Capital LLC | 4,408 | $108.1 萬 | 0.01% | +588+15.4% | 加碼 |
| Private Trust Co NA | 4,376 | $107.3 萬 | 0.09% | −30−0.7% | 減碼 |
| Apollon Wealth Management, LLC | 4,372 | $107.2 萬 | 0.01% | +704+19.2% | 加碼 |
| Metis Global Partners, LLC | 4,319 | $105.9 萬 | 0.02% | −843−16.3% | 減碼 |
| Yousif Capital Management, LLC | 4,292 | $105.3 萬 | 0.01% | −13−0.3% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 4,278 | $104.9 萬 | 0.03% | −5,976−58.3% | 減碼 |
| Krilogy Financial LLC | 4,274 | $104.8 萬 | 0.03% | +2,192+105.3% | 加碼 |
| Global Retirement Partners, LLC | 4,210 | $103.3 萬 | 0.02% | +4,210 | 新進 |
| Caption Management, LLC | 4,200 | $103.0 萬 | 0.04% | +4,200 | 新進 |
| Emerald Advisers, LLC | 4,196 | $102.9 萬 | 0.02% | 00.0% | 不變 |
| Fiduciary Trust Co | 4,195 | $102.9 萬 | 0.01% | +2,767+193.8% | 加碼 |
| Thoroughbred Financial Services, LLC | 4,152 | $101.8 萬 | 0.05% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 4,140 | $101.5 萬 | 0.03% | −46−1.1% | 減碼 |
| Royal Fund Management, LLC | 4,100 | $100.6 萬 | 0.08% | −7,400−64.3% | 減碼 |
| Highland Capital Management, LLC | 4,082 | $100.1 萬 | 0.05% | −1,636−28.6% | 減碼 |
| Sunstone Asset Management, L.P. | 4,046 | $99.4 萬 | 1.08% | +4,046 | 新進 |
| Davis Capital Management | 4,010 | $98.4 萬 | 0.58% | −43−1.1% | 減碼 |
| Cornerstone Enterprises, LLC | 3,992 | $97.9 萬 | 0.45% | −190−4.5% | 減碼 |
| Sigma Planning Corp | 3,978 | $97.6 萬 | 0.02% | +2,131+115.4% | 加碼 |
| Benjamin Edwards Inc | 3,928 | $96.3 萬 | 0.01% | +1,408+55.9% | 加碼 |
| Kingsview Wealth Management, LLC | 3,926 | $96.3 萬 | 0.01% | −108−2.7% | 減碼 |
| Avestar Capital, LLC | 3,907 | $95.8 萬 | 0.06% | +17+0.4% | 加碼 |
| Truvestments Capital LLC | 3,863 | $94.8 萬 | 0.14% | +473+14.0% | 加碼 |
| Baird Financial Group, Inc. | 3,860 | $94.7 萬 | 0.00% | +548+16.5% | 加碼 |
| Sagespring Wealth Partners, LLC | 3,810 | $93.4 萬 | 0.01% | +19+0.5% | 加碼 |
| Savant Capital, LLC | 3,652 | $92.1 萬 | 0.00% | +391+12.0% | 加碼 |
| Virtue Capital Management, LLC | 3,721 | $91.3 萬 | 0.12% | +3,721 | 新進 |
| Cambria Investment Management, L.P. | 3,680 | $90.3 萬 | 0.04% | +140+4.0% | 加碼 |
| Hill Island Financial LLC | 3,667 | $89.9 萬 | 0.19% | −9−0.2% | 減碼 |
| Bull Harbor Capital LLC | 3,662 | $89.8 萬 | 0.18% | +1,641+81.2% | 加碼 |
| We Are One Seven, LLC | 3,648 | $89.5 萬 | 0.01% | +1,815+99.0% | 加碼 |
| OpenArc Corporate Advisory, LLC | 3,610 | $88.5 萬 | 0.01% | −121−3.2% | 減碼 |
| Powell Investment Advisors, LLC | 3,583 | $87.9 萬 | 0.28% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 3,582 | $87.9 萬 | 0.02% | −32−0.9% | 減碼 |
| Freestone Capital Holdings, LLC | 3,507 | $86.0 萬 | 0.02% | −2,006−36.4% | 減碼 |
| Central Pacific Bank - Trust Division | 3,503 | $85.9 萬 | 0.09% | 00.0% | 不變 |
| Capstone Capital Management Ltd | 3,493 | $85.7 萬 | 0.38% | +3,493 | 新進 |
| Camden Capital, LLC | 3,473 | $85.2 萬 | 0.04% | −798−18.7% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 3,561 | $84.5 萬 | 0.02% | +3,561 | 新進 |
| Anchor Investment Management, LLC | 3,432 | $84.2 萬 | 0.06% | +1,087+46.4% | 加碼 |
| Avanza Fonder AB | 3,423 | $84.0 萬 | 0.02% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 3,372 | $83.1 萬 | 0.05% | +252+8.1% | 加碼 |
| Fiduciary Planning LLC | 3,386 | $83.1 萬 | 0.22% | +250+8.0% | 加碼 |
| Oxford Financial Group Ltd | 3,364 | $82.5 萬 | 0.04% | −225−6.3% | 減碼 |
| Frank, Rimerman Advisors LLC | 3,354 | $82.3 萬 | 0.05% | +40+1.2% | 加碼 |
| National Asset Management, Inc. | 3,374 | $82.2 萬 | 0.04% | +284+9.2% | 加碼 |
| NorthCrest Asset Manangement, LLC | 2,977 | $82.1 萬 | 0.02% | +1,714+135.7% | 加碼 |
| Voleon Capital Management LP | 3,288 | $80.6 萬 | 0.01% | −29,446−90.0% | 減碼 |
| SNS Financial Group, LLC | 3,286 | $80.6 萬 | 0.02% | +3,286 | 新進 |
| Dynasty Wealth Management, LLC | 3,257 | $79.9 萬 | 0.01% | −548−14.4% | 減碼 |
| Argos Wealth Advisors, LLC | 3,234 | $79.3 萬 | 0.21% | −100−3.0% | 減碼 |
| Fox Run Management, L.L.C. | 3,222 | $79.0 萬 | 0.13% | −7,160−69.0% | 減碼 |
| Brookstone Capital Management | 3,214 | $78.8 萬 | 0.01% | −496−13.4% | 減碼 |
| LRT Capital Management, LLC | 3,201 | $78.5 萬 | 0.51% | −426−11.7% | 減碼 |
| AXS Investments LLC | 3,178 | $78.0 萬 | 0.22% | +52+1.7% | 加碼 |
| J. Goldman & Co LP | 3,171 | $77.8 萬 | 0.03% | −47,529−93.7% | 減碼 |
| Fedenia Advisers LLC | 3,160 | $77.5 萬 | 0.18% | 00.0% | 不變 |
| GraniteShares Advisors LLC | 3,141 | $77.0 萬 | 0.50% | −936−23.0% | 減碼 |
| Frec Markets, Inc. | 3,129 | $76.7 萬 | 0.07% | +391+14.3% | 加碼 |
| Warren Averett Asset Management, LLC | 3,119 | $76.5 萬 | 0.00% | +1,150+58.4% | 加碼 |
| United Advisor Group, LLC | 3,111 | $76.3 萬 | 0.08% | −15−0.5% | 減碼 |
| Arrowroot Family Office, LLC | 3,105 | $76.2 萬 | 0.22% | 00.0% | 不變 |
| Synergy Financial Group, LTD | 3,102 | $76.1 萬 | 0.55% | −9−0.3% | 減碼 |
| Westpac Banking Corp | 3,062 | $75.1 萬 | 0.05% | +1,460+91.1% | 加碼 |
| Bridges Investment Management Inc | 3,053 | $74.9 萬 | 0.01% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 3,014 | $73.9 萬 | 0.01% | −254−7.8% | 減碼 |
| Cigna Investments Inc | 3,012 | $73.9 萬 | 0.10% | −5−0.2% | 減碼 |
| Impact Partnership Wealth, LLC | 3,007 | $73.8 萬 | 0.07% | +907+43.2% | 加碼 |
| Evergreen Capital Management LLC | 2,999 | $73.6 萬 | 0.01% | −460−13.3% | 減碼 |
| Linden Thomas Advisory Services, LLC | 2,996 | $73.5 萬 | 0.06% | −623−17.2% | 減碼 |
| GAM Holding AG | 2,965 | $72.7 萬 | 0.06% | −1,624−35.4% | 減碼 |
| Sovran Advisors, LLC | 2,704 | $71.4 萬 | 0.05% | −534−16.5% | 減碼 |