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。
2021 年第 2 季 13F 持有人
Cloudflare, Inc. 在 2021/6/30 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
- 537
- 較 2021 年第 1 季 +31 家
- 持有股數
- 2.14 億
- 較 2021 年第 1 季 +1,803 萬 (+9.2%)
- 總市值
- $226.2 億
- 較 2021 年第 1 季 +$88.8 億 (+64.6%)
- 新進機構
- 105
- 另有 198 家加碼
- 清倉機構
- 74
- 另有 159 家減碼
另有 1 家機構在 2021 年第 1 季持有、還沒有申報 2021 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 |
2021 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 30,396,133 | $32.2 億 | 0.25% | −792,679−2.5% | 減碼 |
| Baillie Gifford & Co | 30,267,184 | $32.0 億 | 1.56% | +271,966+0.9% | 加碼 |
| Morgan Stanley | 28,729,894 | $30.4 億 | 0.40% | +15,680,274+120.2% | 加碼 |
| Vanguard Group Inc | 20,371,447 | $21.6 億 | 0.05% | +1,773,373+9.5% | 加碼 |
| BlackRock Inc. | 14,659,831 | $15.5 億 | 0.04% | +3,655,971+33.2% | 加碼 |
| Venrock Management V, LLC | 6,318,148 | $6.69 億 | 99.56% | −7,034,039−52.7% | 減碼 |
| State Street Corp | 4,949,543 | $5.24 億 | 0.03% | +1,916,598+63.2% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 4,810,232 | $5.09 億 | 2.50% | −115,421−2.3% | 減碼 |
| Norges Bank | 4,249,853 | $4.50 億 | 0.10% | +440,444+11.6% | 加碼 |
| First Trust Advisors LP | 2,858,966 | $3.03 億 | 0.33% | +15,471+0.5% | 加碼 |
| NEA Management Company, LLC | 2,763,583 | $2.92 億 | 3.81% | 00.0% | 不變 |
| Capital World Investors | 2,686,637 | $2.84 億 | 0.05% | +200,546+8.1% | 加碼 |
| Franklin Resources Inc | 2,539,301 | $2.69 億 | 0.10% | +69,887+2.8% | 加碼 |
| Geode Capital Management, LLC | 2,515,792 | $2.66 億 | 0.04% | +445,675+21.5% | 加碼 |
| Legal & General Group Plc | 2,289,442 | $2.42 億 | 0.08% | +714,385+45.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,697,777 | $1.80 億 | 0.38% | −60,035−3.4% | 減碼 |
| California Public Employees Retirement System | 1,537,937 | $1.63 億 | 0.12% | +300,435+24.3% | 加碼 |
| Deutsche Bank AG | 1,519,044 | $1.61 億 | 0.08% | −474,303−23.8% | 減碼 |
| Wells Fargo & Company | 1,496,084 | $1.58 億 | 0.04% | −199,637−11.8% | 減碼 |
| Charles Schwab Investment Management Inc | 1,431,205 | $1.51 億 | 0.05% | +78,406+5.8% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,391,235 | $1.47 億 | 0.09% | +8,158+0.6% | 加碼 |
| Northern Trust Corp | 1,387,394 | $1.47 億 | 0.03% | +285,378+25.9% | 加碼 |
| Bank of America Corp | 1,355,591 | $1.43 億 | 0.02% | +745,914+122.3% | 加碼 |
| 1832 Asset Management L.P. | 1,297,000 | $1.38 億 | 0.27% | +1,297,000 | 新進 |
| Invesco Ltd. | 1,088,897 | $1.15 億 | 0.03% | +356,881+48.8% | 加碼 |
| Goldman Sachs Group Inc | 1,078,979 | $1.14 億 | 0.03% | −108,157−9.1% | 減碼 |
| Nuveen Asset Management, LLC | 1,068,521 | $1.13 億 | 0.03% | +546,867+104.8% | 加碼 |
| Allianz Asset Management GmbH | 1,063,357 | $1.13 億 | 0.10% | +385,041+56.8% | 加碼 |
| Sands Capital Management, LLC | 1,033,887 | $1.09 億 | 0.19% | +116,140+12.7% | 加碼 |
| Bank of New York Mellon Corp | 1,016,674 | $1.08 億 | 0.02% | +221,982+27.9% | 加碼 |
| Royal Bank of Canada | 926,692 | $9,808 萬 | 0.03% | −53,108−5.4% | 減碼 |
| Swiss National Bank | 918,600 | $9,723 萬 | 0.06% | −122,200−11.7% | 減碼 |
| La Financiere de L'Echiquier | 913,000 | $9,663 萬 | 3.69% | −83,000−8.3% | 減碼 |
| UBS Asset Management Americas Inc | 788,760 | $8,348 萬 | 0.04% | +214,480+37.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 741,870 | $7,852 萬 | 0.09% | +56,040+8.2% | 加碼 |
| Federated Hermes, Inc. | 704,458 | $7,456 萬 | 0.14% | −116,775−14.2% | 減碼 |
| Nikko Asset Management Americas, Inc. | 677,235 | $7,125 萬 | 0.28% | −75,665−10.0% | 減碼 |
| Parametric Portfolio Associates LLC | 668,967 | $7,080 萬 | 0.04% | −23,871−3.4% | 減碼 |
| ETF Managers Group, LLC | 648,759 | $6,981 萬 | 1.14% | −119,426−15.5% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 613,639 | $6,495 萬 | 0.12% | −328,827−34.9% | 減碼 |
| Citadel Advisors LLC | 558,720 | $5,914 萬 | 0.06% | −437,420−43.9% | 減碼 |
| SW Investment Management LLC | 550,000 | $5,821 萬 | 22.30% | 00.0% | 不變 |
| SQN Investors LP | 524,657 | $5,553 萬 | 3.00% | −92,632−15.0% | 減碼 |
| Strategy Capital LLC | 510,107 | $5,399 萬 | 5.53% | +510,107 | 新進 |
| Whetstone Capital Advisors, LLC | 506,569 | $5,362 萬 | 9.96% | −11,872−2.3% | 減碼 |
| Hitchwood Capital Management LP | 500,000 | $5,292 萬 | 1.79% | 00.0% | 不變 |
| Corient Capital Partners, LLC | 498,968 | $5,281 萬 | 3.86% | −101,405−16.9% | 減碼 |
| Cota Capital Management, LLC | 493,891 | $5,227 萬 | 9.07% | 00.0% | 不變 |
| Long Walk Management LP | 474,797 | $5,025 萬 | 34.53% | +474,797 | 新進 |
| California State Teachers Retirement System | 450,928 | $4,773 萬 | 0.06% | +215,100+91.2% | 加碼 |
| American Century Companies Inc | 443,501 | $4,694 萬 | 0.03% | +443,501 | 新進 |
| Neuberger Berman Group LLC | 426,882 | $4,510 萬 | 0.04% | −220,674−34.1% | 減碼 |
| Bamco Inc | 408,841 | $4,327 萬 | 0.10% | 00.0% | 不變 |
| Personal Capital Advisors Corp | 363,690 | $3,849 萬 | 0.20% | +125,171+52.5% | 加碼 |
| New York State Common Retirement Fund | 359,356 | $3,803 萬 | 0.04% | +157,703+78.2% | 加碼 |
| National Pension Service | 357,756 | $3,787 萬 | 0.07% | +2,156+0.6% | 加碼 |
| Tobam | 357,401 | $3,783 萬 | 1.51% | −95,245−21.0% | 減碼 |
| 12 West Capital Management LP | 353,200 | $3,738 萬 | 1.57% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 347,740 | $3,681 萬 | 0.19% | +312,340+882.3% | 加碼 |
| JPMorgan Chase & Co | 335,352 | $3,549 萬 | 0.00% | −248,134−42.5% | 減碼 |
| Polar Capital Holdings Plc | 318,597 | $3,372 萬 | 0.15% | +152,403+91.7% | 加碼 |
| Bank of Montreal | 308,526 | $3,324 萬 | 0.02% | +187,795+155.5% | 加碼 |
| Credit Suisse AG | 306,372 | $3,297 萬 | 0.03% | −54,518−15.1% | 減碼 |
| Great West Life Assurance Co | 311,054 | $3,292 萬 | 0.08% | +65,502+26.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 300,952 | $3,185 萬 | 0.06% | +158,170+110.8% | 加碼 |
| Alliancebernstein L.P. | 286,397 | $3,031 萬 | 0.01% | +51,602+22.0% | 加碼 |
| Renaissance Capital LLC | 283,887 | $3,005 萬 | 4.75% | +120,177+73.4% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 276,645 | $2,928 萬 | 1.99% | 00.0% | 不變 |
| ThornTree Capital Partners LP | 271,022 | $2,869 萬 | 4.45% | −13,937−4.9% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 240,164 | $2,542 萬 | 0.16% | −53,420−18.2% | 減碼 |
| Atika Capital Management LLC | 236,000 | $2,498 萬 | 2.07% | +34,000+16.8% | 加碼 |
| Rhumbline Advisers | 235,660 | $2,494 萬 | 0.03% | +115,773+96.6% | 加碼 |
| GAM Holding AG | 235,528 | $2,493 萬 | 1.09% | +235,528 | 新進 |
| Truxt Investmentos Ltda. | 235,100 | $2,488 萬 | 1.65% | +235,100 | 新進 |
| Center Lake Capital Management, LLC | 235,000 | $2,487 萬 | 3.58% | −35,000−13.0% | 減碼 |
| Gabelli Funds LLC | 233,723 | $2,474 萬 | 0.16% | +6,147+2.7% | 加碼 |
| UBS Group AG | 212,470 | $2,249 萬 | 0.01% | −103,232−32.7% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 207,318 | $2,194 萬 | 0.12% | +30,791+17.4% | 加碼 |
| Man Group plc | 200,969 | $2,127 萬 | 0.08% | +125,068+164.8% | 加碼 |
| Allen Investment Management LLC | 195,490 | $2,069 萬 | 0.28% | 00.0% | 不變 |
| Miura Global Management, LLC | 190,000 | $2,011 萬 | 3.67% | −160,000−45.7% | 減碼 |
| Eaton Vance Management | 182,764 | $1,934 萬 | 0.03% | −314−0.2% | 減碼 |
| Evercore Wealth Management, LLC | 179,886 | $1,904 萬 | 0.35% | +77,560+75.8% | 加碼 |
| Fred Alger Management, LLC | 179,623 | $1,901 萬 | 0.04% | −29,499−14.1% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 175,000 | $1,852 萬 | 0.03% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 171,545 | $1,815 萬 | 0.10% | +157,523+1,123.4% | 加碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 170,148 | $1,801 萬 | 0.99% | +97,148+133.1% | 加碼 |
| Susquehanna International Group, LLP | 168,632 | $1,785 萬 | 0.02% | −377,193−69.1% | 減碼 |
| CIBC Asset Management Inc | 168,328 | $1,782 萬 | 0.07% | −20,333−10.8% | 減碼 |
| Forte Capital LLC | 165,206 | $1,749 萬 | 2.38% | +3,670+2.3% | 加碼 |
| STRS Ohio | 158,627 | $1,679 萬 | 0.06% | +26,329+19.9% | 加碼 |
| Stony Point Capital LLC | 154,984 | $1,640 萬 | 4.29% | +36,884+31.2% | 加碼 |
| NZS Capital, LLC | 153,283 | $1,622 萬 | 1.49% | +153,283 | 新進 |
| Citigroup Inc | 148,181 | $1,568 萬 | 0.01% | −45,476−23.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 147,628 | $1,563 萬 | 0.14% | +8,400+6.0% | 加碼 |
| Public Employees Retirement System of Ohio | 145,593 | $1,541 萬 | 0.05% | +75,251+107.0% | 加碼 |
| Dimensional Fund Advisors LP | 141,664 | $1,500 萬 | 0.00% | +76,387+117.0% | 加碼 |
| Treasurer of the State of North Carolina | 140,110 | $1,483 萬 | 0.09% | +52,910+60.7% | 加碼 |
| Park West Asset Management LLC | 140,000 | $1,482 萬 | 0.43% | −97,500−41.1% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 165,200 | $1,474 萬 | 0.11% | +165,200 | 新進 |