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 $749.7 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 +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 | 1,228 | $749.7 億 |
| 2026 年第 1 季 | 1,139 | $570.6 億 |
| 2025 年第 4 季 | 1,091 | $548.7 億 |
| 2025 年第 3 季 | 1,039 | $614.2 億 |
| 2025 年第 2 季 | 947 | $545.8 億 |
| 2025 年第 1 季 | 872 | $300.5 億 |
| 2024 年第 4 季 | 772 | $284.3 億 |
| 2024 年第 3 季 | 680 | $207.5 億 |
| 2024 年第 2 季 | 652 | $211.9 億 |
| 2024 年第 1 季 | 709 | $296.4 億 |
| 2023 年第 4 季 | 678 | $232.8 億 |
| 2023 年第 3 季 | 573 | $158.1 億 |
| 2023 年第 2 季 | 560 | $160.4 億 |
| 2023 年第 1 季 | 572 | $162.0 億 |
| 2022 年第 4 季 | 550 | $109.7 億 |
| 2022 年第 3 季 | 563 | $128.6 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 |
|---|---|---|---|---|---|
| Personal Cfo Solutions, LLC | 1,786 | $43.8 萬 | 0.06% | −343−16.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 1,780 | $43.7 萬 | 0.00% | −126−6.6% | 減碼 |
| Icon Wealth Advisors, LLC | 1,770 | $43.4 萬 | 0.03% | +684+63.0% | 加碼 |
| Sterling Investment Advisors, Ltd. | 1,768 | $43.4 萬 | 0.07% | 00.0% | 不變 |
| Indivisible Partners | 1,760 | $43.2 萬 | 0.02% | −153−8.0% | 減碼 |
| Howard Capital Management Inc. | 1,755 | $43.0 萬 | 0.01% | +642+57.7% | 加碼 |
| IMA Wealth, Inc. | 1,751 | $42.9 萬 | 0.03% | −373−17.6% | 減碼 |
| Spirepoint Private Client, LLC | 1,750 | $42.9 萬 | 0.03% | +3+0.2% | 加碼 |
| Bryn Mawr Trust Co | 1,738 | $42.6 萬 | 0.01% | +49+2.9% | 加碼 |
| Blackstone Group Inc. | 1,736 | $42.6 萬 | 0.00% | +1,736 | 新進 |
| Cardiff Park Advisors, LLC | 1,726 | $42.3 萬 | 0.03% | 00.0% | 不變 |
| Seven Springs Wealth Group, LLC | 1,713 | $42.0 萬 | 0.09% | −156−8.3% | 減碼 |
| Stephens Inc | 1,679 | $41.2 萬 | 0.00% | +1,679 | 新進 |
| Waterloo Capital, L.P. | 1,676 | $41.1 萬 | 0.02% | +200+13.6% | 加碼 |
| Keebeck Wealth Management, LLC | 1,675 | $41.1 萬 | 0.04% | +1,675 | 新進 |
| Cynosure Management, LLC | 1,664 | $40.8 萬 | 0.06% | 00.0% | 不變 |
| Kestra Investment Management, LLC | 1,651 | $40.5 萬 | 0.01% | +313+23.4% | 加碼 |
| Perpetual Ltd | 1,647 | $40.4 萬 | 0.01% | +1,647 | 新進 |
| Rehmann Capital Advisory Group | 1,627 | $39.9 萬 | 0.02% | +69+4.4% | 加碼 |
| Ares Systematic Credit Ltd | 1,623 | $39.8 萬 | 0.24% | +1,623 | 新進 |
| Global Financial Private Client, LLC | 1,618 | $39.7 萬 | 0.11% | +382+30.9% | 加碼 |
| Lodestone Wealth Management LLC | 1,610 | $39.5 萬 | 0.14% | −423−20.8% | 減碼 |
| Capital Advisors Inc | 1,607 | $39.4 萬 | 0.01% | −2−0.1% | 減碼 |
| 180 Wealth Advisors, LLC | 1,599 | $39.2 萬 | 0.04% | −38−2.3% | 減碼 |
| EntryPoint Capital, LLC | 1,598 | $39.2 萬 | 0.10% | +1,598 | 新進 |
| Balboa Wealth Partners | 1,592 | $39.0 萬 | 0.05% | −100−5.9% | 減碼 |
| VGI Partners Ltd | 1,584 | $38.9 萬 | 0.02% | −6,000−79.1% | 減碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,571 | $38.5 萬 | 0.13% | −700−30.8% | 減碼 |
| Quotient Wealth Partners, LLC | 1,570 | $38.5 萬 | 0.01% | +258+19.7% | 加碼 |
| Total Clarity Wealth Management, Inc. | 1,557 | $38.2 萬 | 0.07% | +435+38.8% | 加碼 |
| DRW Securities, LLC | 1,557 | $38.2 萬 | 0.02% | +174+12.6% | 加碼 |
| Avant Financial Advisors LLC | 1,550 | $38.0 萬 | 0.24% | −850−35.4% | 減碼 |
| 1776 Wealth LLC | 1,527 | $37.5 萬 | 0.13% | 00.0% | 不變 |
| Napier Financial, LLC | 1,527 | $37.5 萬 | 0.08% | 00.0% | 不變 |
| Herold Advisors, Inc. | 1,520 | $37.3 萬 | 0.07% | 00.0% | 不變 |
| Diker Management LLC | 1,500 | $36.8 萬 | 0.28% | +1,500 | 新進 |
| Forum Financial Management, LP | 1,498 | $36.7 萬 | 0.00% | +50+3.5% | 加碼 |
| Holderness Investments Co | 1,496 | $36.7 萬 | 0.06% | +1,496 | 新進 |
| Abacus Planning Group, Inc. | 1,485 | $36.4 萬 | 0.05% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 1,484 | $36.4 萬 | 0.02% | −232−13.5% | 減碼 |
| Crestwood Advisors Group LLC | 1,471 | $36.1 萬 | 0.01% | +1,471 | 新進 |
| Mayflower Financial Advisors, LLC | 1,467 | $36.0 萬 | 0.03% | +71+5.1% | 加碼 |
| Baker Avenue Asset Management, LP | 1,465 | $35.9 萬 | 0.01% | +1,465 | 新進 |
| Gladstone Institutional Advisory LLC | 1,463 | $35.9 萬 | 0.01% | −44−2.9% | 減碼 |
| Insigneo Advisory Services, LLC | 1,461 | $35.8 萬 | 0.01% | +15+1.0% | 加碼 |
| Bayesian Capital Management, LP | 1,449 | $35.5 萬 | 0.23% | +1,449 | 新進 |
| Pinnacle Wealth Management Advisory Group, LLC | 1,447 | $35.5 萬 | 0.02% | +1,447 | 新進 |
| Core Wealth Partners LLC | 1,440 | $35.3 萬 | 0.15% | 00.0% | 不變 |
| Stonekeep Investments, LLC | 1,430 | $35.1 萬 | 0.20% | +35+2.5% | 加碼 |
| Focused Wealth Management, Inc | 1,424 | $34.9 萬 | 0.03% | +215+17.8% | 加碼 |
| GatePass Capital, LLC | 1,415 | $34.7 萬 | 0.13% | +1,415 | 新進 |
| Caerus Investment Advisors, LLC | 1,414 | $34.7 萬 | 0.12% | +1,414 | 新進 |
| Paradigm Asset Management Co LLC | 1,400 | $34.3 萬 | 0.07% | −3,800−73.1% | 減碼 |
| George Kaiser Family Foundation | 1,395 | $34.2 萬 | 0.03% | +1,395 | 新進 |
| Revisor Wealth Management LLC | 1,390 | $34.1 萬 | 0.08% | 00.0% | 不變 |
| Peak Asset Management, LLC | 1,380 | $33.8 萬 | 0.05% | −120−8.0% | 減碼 |
| Fukoku Mutual Life Insurance Co | 1,375 | $33.7 萬 | 0.02% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 1,366 | $33.5 萬 | 0.00% | −178−11.5% | 減碼 |
| Valeo Financial Advisors, LLC | 1,357 | $33.3 萬 | 0.01% | +1,357 | 新進 |
| Teamwork Financial Advisors, LLC | 1,355 | $33.2 萬 | 0.03% | −5,396−79.9% | 減碼 |
| DV Trading LLC | 1,343 | $32.9 萬 | 0.03% | +1,343 | 新進 |
| Americana Partners, LLC | 1,340 | $32.9 萬 | 0.01% | +1,340 | 新進 |
| HighPoint Advisor Group LLC | 1,336 | $32.8 萬 | 0.01% | 00.0% | 不變 |
| FIL Ltd | 1,321 | $32.4 萬 | 0.00% | +169+14.7% | 加碼 |
| Range Advisory, LLC | 1,317 | $32.3 萬 | 0.04% | −127−8.8% | 減碼 |
| Drive Wealth Management, LLC | 1,316 | $32.3 萬 | 0.06% | −260−16.5% | 減碼 |
| VestGen Advisors, LLC | 1,313 | $32.2 萬 | 0.01% | +1,313 | 新進 |
| Capital Performance Advisors LLP | 1,304 | $32.0 萬 | 0.02% | −815−38.5% | 減碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 4,556 | $31.9 萬 | 0.08% | +4,556 | 新進 |
| Alamea Verwaltungs GmbH | 1,297 | $31.8 萬 | 0.25% | +1,297 | 新進 |
| Centaurus Financial, Inc. | 1,285 | $31.5 萬 | 0.01% | −495−27.8% | 減碼 |
| Sym Financial Corp | 1,273 | $31.2 萬 | 0.03% | +206+19.3% | 加碼 |
| Basecamp Wealth Advisors LLC | 1,271 | $31.2 萬 | 0.06% | +39+3.2% | 加碼 |
| WT Wealth Management | 1,266 | $31.1 萬 | 0.09% | +183+16.9% | 加碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 1,243 | $30.5 萬 | 0.00% | +56+4.7% | 加碼 |
| Modera Wealth Management, LLC | 1,236 | $30.3 萬 | 0.00% | −8−0.6% | 減碼 |
| Alta Advisers Ltd | 1,235 | $30.3 萬 | 0.07% | 00.0% | 不變 |
| Huntington National Bank | 1,232 | $30.2 萬 | 0.00% | +724+142.5% | 加碼 |
| CBOE Vest Financial, LLC | 1,232 | $30.2 萬 | 0.00% | −226−15.5% | 減碼 |
| Syon Capital LLC | 1,230 | $30.2 萬 | 0.01% | +1,230 | 新進 |
| Capital Investment Advisors, LLC | 1,230 | $30.2 萬 | 0.00% | +50+4.2% | 加碼 |
| Intellectus Partners, LLC | 1,229 | $30.1 萬 | 0.05% | +1,229 | 新進 |
| Aurora Private Wealth, Inc. | 1,228 | $30.1 萬 | 0.19% | +1,228 | 新進 |
| Fisher Asset Management, LLC | 1,223 | $30.0 萬 | 0.00% | +1,223 | 新進 |
| Apriem Advisors | 1,216 | $29.8 萬 | 0.03% | +1,216 | 新進 |
| Oarsman Capital, Inc. | 1,215 | $29.8 萬 | 0.03% | −3−0.2% | 減碼 |
| Jackson Thornton Asset Management, LLC | 1,207 | $29.6 萬 | 0.02% | +1,207 | 新進 |
| Nilsine Partners, LLC | 1,206 | $29.6 萬 | 0.02% | +126+11.7% | 加碼 |
| Flagship Harbor Advisors, LLC | 1,205 | $29.6 萬 | 0.01% | −69−5.4% | 減碼 |
| Icapital Wealth LLC | 1,200 | $29.4 萬 | 0.16% | +1,200 | 新進 |
| Prospera Financial Services Inc | 1,190 | $29.2 萬 | 0.00% | +9+0.8% | 加碼 |
| Clear Wave Wealth Management LLC | 1,188 | $29.1 萬 | 0.06% | −348−22.7% | 減碼 |
| Intesa Sanpaolo S.p.A. | 1,186 | $29.1 萬 | 0.01% | −10,430−89.8% | 減碼 |
| Advisor OS, LLC | 1,179 | $28.9 萬 | 0.02% | −70−5.6% | 減碼 |
| Versant Capital Management, Inc | 1,169 | $28.7 萬 | 0.03% | +534+84.1% | 加碼 |
| Koshinski Asset Management, Inc. | 1,167 | $28.6 萬 | 0.02% | +23+2.0% | 加碼 |
| Ameliora Wealth Management Ltd. | 1,160 | $28.5 萬 | 0.08% | −30−2.5% | 減碼 |
| Net Worth Advisory Group | 1,159 | $28.4 萬 | 0.07% | −226−16.3% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 1,146 | $28.1 萬 | 0.16% | +1,146 | 新進 |
| HM Payson & Co | 1,139 | $27.9 萬 | 0.00% | +1,139 | 新進 |