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Cloudflare, Inc. · Technology · Software - Infrastructure

277.59 -1.0% 市值 $98.53B 报价延迟(FMP) · 截至 Aug 25 22:08 UTC — 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
170被追踪持有人
0Δ持有人
247.60M持有股份
$48.54B报告持仓市值
+2新建仓位
−1清仓
Falling 确信度评分 48/100 3 被追踪股份持续上升的季度数 ●●●○○○ 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 0.0% · 股份流向 -6.7% · 净新建仓位 +0.6%公式

所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q4 2025

持股变化趋势
季度持有人Δ股份报告持仓市值新增清仓
Q2 2026 175 +10 257.54M $56.63B +15 −4
Q1 2026 167 -4 226.33M $46.60B +6 −11
Q4 2025 170 0 247.60M $48.54B +2 −1
Q3 2025 23 +1 192.15M $41.23B +2 −2
Q2 2025 20 -1 155.18M $30.39B +1 −2
Q1 2025 18 +2 81.48M $9.18B +2
Q4 2024 16 -1 87.68M $9.44B +1 −2
Q3 2024 16 +1 81.62M $6.60B +1
Q2 2024 15 78.50M $6.50B
持有人数量
持有人 · Q4 2025
#管理人股份Δ股份价值其权重持有
1 Capital World Investors 35.83M -11.6% $7.06B 1.0% ▼ Trim 7 SEC ↗
2 The Vanguard Group (被动) 32.41M +0.3% $6.39B 0.1% ▲ Add 3 SEC ↗
3 The Vanguard Group (被动) 32.41M +0.3% $6.39B 0.1% ▲ Add 3 SEC ↗
4 The Vanguard Group (被动) 32.41M +0.3% $6.39B 0.1% ▲ Add 3 SEC ↗
5 The Vanguard Group (被动) 32.41M +0.3% $6.39B 0.1% ▲ Add 3 SEC ↗
6 The Vanguard Group (被动) 32.41M +0.3% $6.39B 0.1% ▲ Add 3 SEC ↗
7 The Vanguard Group (被动) 32.41M +0.3% $6.39B 0.1% ▲ Add 3 SEC ↗
8 BlackRock (被动) 22.65M +0.1% $4.47B 0.1% ▲ Add 3 SEC ↗
9 BlackRock (被动) 22.65M +0.1% $4.47B 0.1% ▲ Add 3 SEC ↗
10 BlackRock (被动) 22.65M +0.1% $4.47B 0.1% ▲ Add 3 SEC ↗
11 BlackRock (被动) 22.65M +0.1% $4.47B 0.1% ▲ Add 3 SEC ↗
12 BlackRock (被动) 22.65M +0.1% $4.47B 0.1% ▲ Add 3 SEC ↗
13 BlackRock (被动) 22.65M +0.1% $4.47B 0.1% ▲ Add 3 SEC ↗
14 BlackRock (被动) 22.65M +0.1% $4.47B 0.1% ▲ Add 3 SEC ↗
15 BlackRock (被动) 22.65M +0.1% $4.47B 0.1% ▲ Add 3 SEC ↗
16 BlackRock (被动) 22.65M +0.1% $4.47B 0.1% ▲ Add 3 SEC ↗
17 BlackRock (被动) 22.65M +0.1% $4.47B 0.1% ▲ Add 3 SEC ↗
18 BlackRock (被动) 22.65M +0.1% $4.47B 0.1% ▲ Add 3 SEC ↗
19 BlackRock (被动) 22.65M +0.1% $4.47B 0.1% ▲ Add 3 SEC ↗
20 BlackRock (被动) 22.65M +0.1% $4.47B 0.1% ▲ Add 3 SEC ↗
21 BlackRock (被动) 22.65M +0.1% $4.47B 0.1% ▲ Add 3 SEC ↗
22 BlackRock (被动) 22.65M +0.1% $4.47B 0.1% ▲ Add 3 SEC ↗
23 BlackRock (被动) 22.65M +0.1% $4.47B 0.1% ▲ Add 3 SEC ↗
24 BlackRock (被动) 22.65M +0.1% $4.47B 0.1% ▲ Add 3 SEC ↗
25 BlackRock (被动) 22.65M +0.1% $4.47B 0.1% ▲ Add 3 SEC ↗
26 BlackRock (被动) 22.65M +0.1% $4.47B 0.1% ▲ Add 3 SEC ↗
27 BlackRock (被动) 22.65M +0.1% $4.47B 0.1% ▲ Add 3 SEC ↗
28 BlackRock (被动) 22.65M +0.1% $4.47B 0.1% ▲ Add 3 SEC ↗
29 Morgan Stanley 18.01M -5.3% $3.55B 0.2% ▼ Trim 2 SEC ↗
30 Morgan Stanley 18.01M -5.3% $3.55B 0.2% ▼ Trim 2 SEC ↗
31 Morgan Stanley 18.01M -5.3% $3.55B 0.2% ▼ Trim 2 SEC ↗
32 Morgan Stanley 18.01M -5.3% $3.55B 0.2% ▼ Trim 2 SEC ↗
33 Morgan Stanley 18.01M -5.3% $3.55B 0.2% ▼ Trim 2 SEC ↗
34 Morgan Stanley 18.01M -5.3% $3.55B 0.2% ▼ Trim 2 SEC ↗
35 Morgan Stanley 18.01M -5.3% $3.55B 0.2% ▼ Trim 2 SEC ↗
36 Morgan Stanley 18.01M -5.3% $3.55B 0.2% ▼ Trim 2 SEC ↗
37 Morgan Stanley 18.01M -5.3% $3.55B 0.2% ▼ Trim 2 SEC ↗
38 Morgan Stanley 18.01M -5.3% $3.55B 0.2% ▼ Trim 2 SEC ↗
39 Morgan Stanley 18.01M -5.3% $3.55B 0.2% ▼ Trim 2 SEC ↗
40 Morgan Stanley 18.01M -5.3% $3.55B 0.2% ▼ Trim 2 SEC ↗
41 Morgan Stanley 18.01M -5.3% $3.55B 0.2% ▼ Trim 2 SEC ↗
42 Morgan Stanley 18.01M -5.3% $3.55B 0.2% ▼ Trim 2 SEC ↗
43 Morgan Stanley 18.01M -5.3% $3.55B 0.2% ▼ Trim 2 SEC ↗
44 Morgan Stanley 18.01M -5.3% $3.55B 0.2% ▼ Trim 2 SEC ↗
45 Morgan Stanley 18.01M -5.3% $3.55B 0.2% ▼ Trim 2 SEC ↗
46 Morgan Stanley 18.01M -5.3% $3.55B 0.2% ▼ Trim 2 SEC ↗
47 Baillie Gifford 16.82M -23.0% $3.32B 2.8% ▼ Trim 7 SEC ↗
48 Baillie Gifford 16.82M -23.0% $3.32B 2.8% ▼ Trim 7 SEC ↗
49 Baillie Gifford 16.82M -23.0% $3.32B 2.8% ▼ Trim 7 SEC ↗
50 Baillie Gifford 16.82M -23.0% $3.32B 2.8% ▼ Trim 7 SEC ↗
51 JPMorgan Chase 13.61M -35.6% $2.68B 0.2% ▼ Trim 2 SEC ↗
52 JPMorgan Chase 13.61M -35.6% $2.68B 0.2% ▼ Trim 2 SEC ↗
53 JPMorgan Chase 13.61M -35.6% $2.68B 0.2% ▼ Trim 2 SEC ↗
54 JPMorgan Chase 13.61M -35.6% $2.68B 0.2% ▼ Trim 2 SEC ↗
55 JPMorgan Chase 13.61M -35.6% $2.68B 0.2% ▼ Trim 2 SEC ↗
56 JPMorgan Chase 13.61M -35.6% $2.68B 0.2% ▼ Trim 2 SEC ↗
57 JPMorgan Chase 13.61M -35.6% $2.68B 0.2% ▼ Trim 2 SEC ↗
58 JPMorgan Chase 13.61M -35.6% $2.68B 0.2% ▼ Trim 2 SEC ↗
59 JPMorgan Chase 13.61M -35.6% $2.68B 0.2% ▼ Trim 2 SEC ↗
60 JPMorgan Chase 13.61M -35.6% $2.68B 0.2% ▼ Trim 2 SEC ↗
61 JPMorgan Chase 13.61M -35.6% $2.68B 0.2% ▼ Trim 2 SEC ↗
62 JPMorgan Chase 13.61M -35.6% $2.68B 0.2% ▼ Trim 2 SEC ↗
63 JPMorgan Chase 13.61M -35.6% $2.68B 0.2% ▼ Trim 2 SEC ↗
64 JPMorgan Chase 13.61M -35.6% $2.68B 0.2% ▼ Trim 2 SEC ↗
65 JPMorgan Chase 13.61M -35.6% $2.68B 0.2% ▼ Trim 2 SEC ↗
66 JPMorgan Chase 13.61M -35.6% $2.68B 0.2% ▼ Trim 2 SEC ↗
67 Fidelity (FMR) 12.75M -3.8% $2.51B 0.1% ▼ Trim 3 SEC ↗
68 Fidelity (FMR) 12.75M -3.8% $2.51B 0.1% ▼ Trim 3 SEC ↗
69 Fidelity (FMR) 12.75M -3.8% $2.51B 0.1% ▼ Trim 3 SEC ↗
70 Fidelity (FMR) 12.75M -3.8% $2.51B 0.1% ▼ Trim 3 SEC ↗
71 Fidelity (FMR) 12.75M -3.8% $2.51B 0.1% ▼ Trim 3 SEC ↗
72 Fidelity (FMR) 12.75M -3.8% $2.51B 0.1% ▼ Trim 3 SEC ↗
73 Fidelity (FMR) 12.75M -3.8% $2.51B 0.1% ▼ Trim 3 SEC ↗
74 State Street Global Advisors (被动) 6.99M +2.6% $1.38B 0.0% ▲ Add 5 SEC ↗
75 Geode Capital Management (被动) 6.02M +4.2% $1.18B 0.1% ▲ Add 7 SEC ↗
76 Geode Capital Management (被动) 6.02M +4.2% $1.18B 0.1% ▲ Add 7 SEC ↗
77 First Trust Advisors Lp 4.02M $792.38M 0.6% n/c 1 SEC ↗
78 Invesco Ltd. 3.70M $729.59M 0.1% n/c 1 SEC ↗
79 Invesco Ltd. 3.70M $729.59M 0.1% n/c 1 SEC ↗
80 Invesco Ltd. 3.70M $729.59M 0.1% n/c 1 SEC ↗
81 Invesco Ltd. 3.70M $729.59M 0.1% n/c 1 SEC ↗
82 Invesco Ltd. 3.70M $729.59M 0.1% n/c 1 SEC ↗
83 Invesco Ltd. 3.70M $729.59M 0.1% n/c 1 SEC ↗
84 Invesco Ltd. 3.70M $729.59M 0.1% n/c 1 SEC ↗
85 Invesco Ltd. 3.70M $729.59M 0.1% n/c 1 SEC ↗
86 Invesco Ltd. 3.70M $729.59M 0.1% n/c 1 SEC ↗
87 Invesco Ltd. 3.70M $729.59M 0.1% n/c 1 SEC ↗
88 Invesco Ltd. 3.70M $729.59M 0.1% n/c 1 SEC ↗
89 Invesco Ltd. 3.70M $729.59M 0.1% n/c 1 SEC ↗
90 Invesco Ltd. 3.70M $729.59M 0.1% n/c 1 SEC ↗
91 Norges Bank (被动) 3.64M 新增 $718.32M 0.1% New 1 SEC ↗
92 Franklin Resources Inc 3.58M $704.95M 0.2% n/c 1 SEC ↗
93 Franklin Resources Inc 3.58M $704.95M 0.2% n/c 1 SEC ↗
94 Franklin Resources Inc 3.58M $704.95M 0.2% n/c 1 SEC ↗
95 Franklin Resources Inc 3.58M $704.95M 0.2% n/c 1 SEC ↗
96 Franklin Resources Inc 3.58M $704.95M 0.2% n/c 1 SEC ↗
97 Franklin Resources Inc 3.58M $704.95M 0.2% n/c 1 SEC ↗
98 Franklin Resources Inc 3.58M $704.95M 0.2% n/c 1 SEC ↗
99 American Century Companies Inc 3.17M $625.83M 0.3% n/c 1 SEC ↗
100 Legal & General Group Plc 2.82M $556.90M 0.1% n/c 1 SEC ↗

"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。

新增买入方

Norges Bank $718.32M 0.1%

已清仓

Fisher Asset Management $206,961 曾为 0.0%

全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 1 持有人, 17.10K 股份, $3,528 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。

常见共同持仓

该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。

内部人交易

公开市场买入 (P)

在我们的覆盖窗口内无内部人士公开市场买入记录。

公开市场卖出 (S)

Aug 21 Zatlyn Michelle

Officer, Director · 5.62K 股 · $1.57M

Aug 21 Zatlyn Michelle

Officer, Director · 90 股 · $25,318

Aug 21 Zatlyn Michelle

Officer, Director · 2.21K 股 · $605,485

Aug 21 Zatlyn Michelle

Officer, Director · 5.26K 股 · $1.47M

Aug 21 Zatlyn Michelle

Officer, Director · 8.99K 股 · $2.48M

Aug 21 Zatlyn Michelle

Officer, Director · 4.24K 股 · $1.17M

Aug 21 Zatlyn Michelle

Officer, Director · 956 股 · $268,080

Aug 21 Zatlyn Michelle

Officer, Director · 5.64K 股 · $1.57M

Aug 20 Zatlyn Michelle

Officer, Director · 8.65K 股 · $2.46M

Aug 20 Zatlyn Michelle

Officer, Director · 7.01K 股 · $1.98M

授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论

受益所有权
Jul 24 SC 13G/A — BAILLIE GIFFORD & CO

查看 SEC 原始申报文件 ↗

数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。 报告期: Q4 2025 · 方法论 · 通过API获取此数据