Cloudflare, Inc.

NET

交易所: NYSE
產業: Services-Prepackaged Software
SEC CIK: 0001477333

SEC 申報列表（在新分頁開啟）

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 $697.8 億；方舟投資和索羅斯基金管理兩位大師持有。

2021 年第 2 季與 2021 年第 1 季比較

持有 Cloudflare, Inc. 的機構從 2021 年第 1 季到 2021 年第 2 季的變化。

2021 年第 2 季全部持有人 2021 年第 1 季全部持有人

NET 的 13F 持有人：2021 年第 1 季與 2021 年第 2 季比較
項目	2021 年第 1 季	其中尚未申報 2021 年第 2 季	2021 年第 2 季	變化
持有家數	507	1	537	+31
股數	1.96 億	6.48 萬	2.14 億	+1,803 萬 (+9.2%)
市值	$137.4 億	$455.5 萬	$226.1 億	+$88.8 億 (+64.7%)

1 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（105 家）

2021 年第 2 季季末持有 Cloudflare, Inc.、2021 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 105 家。

2021 年第 2 季新進 NET 的機構
機構	股數	市值	佔組合 %
1832 Asset Management L.P.	1,297,000	$1.38 億	0.27%
Strategy Capital LLC	510,107	$5,399 萬	5.53%
Long Walk Management LP	474,797	$5,025 萬	34.53%
American Century Companies Inc	443,501	$4,694 萬	0.03%
GAM Holding AG	235,528	$2,493 萬	1.09%
Truxt Investmentos Ltda.	235,100	$2,488 萬	1.65%
NZS Capital, LLC	153,283	$1,622 萬	1.49%
Mn Services Vermogensbeheer B.V.	165,200	$1,474 萬	0.11%
AO Asset Management, LP	125,000	$1,323 萬	0.92%
Capital Fund Management S.A.	123,542	$1,308 萬	0.35%
Nwi Management LP	100,000	$1,058 萬	0.80%
Telemark Asset Management, LLC	100,000	$1,058 萬	0.84%
Amundi	98,545	$1,043 萬	0.01%
Penserra Capital Management LLC	69,135	$731.6 萬	0.13%
Squarepoint Ops LLC	67,053	$709.7 萬	0.05%
Thrivent Financial for Lutherans	43,827	$463.9 萬	0.01%
Simplex Trading, LLC	41,610	$440.4 萬	0.16%
Sandler Capital Management	34,920	$369.6 萬	0.33%
Viridian Ria, LLC	0	$246.4 萬	0.57%
Blueshift Asset Management, LLC	22,799	$241.3 萬	0.13%
Balyasny Asset Management LLC	22,426	$237.4 萬	0.01%
Calamos Advisors LLC	21,280	$225.2 萬	0.01%
Prudential PLC	20,307	$214.9 萬	0.02%
Fortis Capital Management LLC	20,020	$211.9 萬	1.09%
Wealthfront Advisers LLC	18,274	$193.4 萬	0.01%
Davide Leone & Partners Investment Co Ltd.	17,010	$180.0 萬	0.29%
Eagle Bay Advisors LLC	15,659	$165.9 萬	1.33%
Investment House LLC	15,056	$159.3 萬	0.11%
Blue Barn Wealth, LLC	15,012	$158.9 萬	1.63%
Winton Group Ltd	14,981	$158.6 萬	0.09%
Circle Wealth Management, LLC	14,668	$155.2 萬	0.22%
CX Institutional	14,609	$154.6 萬	0.13%
Vestcor Inc	14,352	$151.9 萬	0.05%
Chase Investment Counsel Corp	14,130	$149.5 萬	0.62%
Jacob Asset Management of New York LLC	14,000	$148.2 萬	0.49%
SWS Partners	12,163	$128.7 萬	0.84%
Deprince Race & Zollo Inc	11,984	$126.8 萬	0.03%
Kemnay Advisory Services Inc.	11,095	$117.4 萬	0.14%
Light Street Capital Management, LLC	10,850	$114.8 萬	0.05%
Meiji Yasuda Asset Management Co Ltd.	10,400	$110.1 萬	0.05%
Laurion Capital Management LP	9,448	$100.0 萬	0.02%
SG Americas Securities, LLC	9,314	$98.6 萬	0.01%
Paloma Partners Management Co	9,006	$95.3 萬	0.03%
Simplify Asset Management Inc.	9,000	$95.2 萬	0.22%
Texas Treasury Safekeeping Trust Co	8,988	$95.1 萬	0.30%
Kornitzer Capital Management Inc	8,850	$93.7 萬	0.01%
Sante Capital Fund, LP	8,624	$91.3 萬	0.38%
Prelude Capital Management, LLC	8,237	$87.2 萬	0.05%
V Wealth Advisors LLC	8,175	$86.5 萬	0.14%
First Republic Investment Management, Inc.	7,637	$80.8 萬	0.00%
Motley Fool Asset Management LLC	7,274	$77.0 萬	0.05%
Joel Isaacson & Co., LLC	6,766	$71.6 萬	0.06%
Morse Asset Management, Inc	6,560	$69.4 萬	0.17%
MML Investors Services, LLC	6,475	$68.5 萬	0.01%
O'Neil Global Advisors, Inc.	6,100	$64.6 萬	0.20%
Verition Fund Management LLC	5,843	$61.8 萬	0.01%
Schroder Investment Management Group	5,531	$58.5 萬	0.00%
Pekin Hardy Strauss, Inc.	4,680	$49.5 萬	0.07%
World Asset Management Inc	3,974	$42.1 萬	0.04%
EP Wealth Advisors, LLC	3,629	$38.4 萬	0.01%
Cornerstone Partners Capital Management, LLC	3,595	$38.0 萬	0.08%
SevenOneSeven Capital Management	3,396	$35.9 萬	0.93%
Buckingham Strategic Wealth, LLC	3,271	$34.6 萬	0.01%
JustInvest LLC	3,271	$34.6 萬	0.04%
Dark Forest Capital Management LP	3,231	$34.2 萬	0.15%
Teza Capital Management LLC	3,162	$33.5 萬	0.05%
Independent Solutions Wealth Management, LLC	2,997	$31.7 萬	0.08%
First Foundation Advisors	2,978	$31.5 萬	0.01%
Cetera Investment Advisers	2,859	$30.3 萬	0.00%
Ironsides Asset Advisors, LLC	2,843	$30.1 萬	0.09%
PFG Advisors	2,815	$29.8 萬	0.03%
Cetera Advisor Networks LLC	2,737	$29.0 萬	0.00%
Avantax Advisory Services, Inc.	2,716	$28.7 萬	0.01%
Intrust Bank NA	2,535	$26.8 萬	0.04%
Toroso Investments, LLC	2,408	$25.5 萬	0.01%
Resources Investment Advisors, LLC.	2,397	$25.4 萬	0.01%
Apollon Wealth Management, LLC	2,342	$24.8 萬	0.04%
Quilter Plc	2,316	$24.5 萬	0.01%
Ethic Inc.	2,301	$24.4 萬	0.03%
Cetera Advisors LLC	2,293	$24.3 萬	0.01%
Centiva Capital, LP	2,223	$23.5 萬	0.02%
Conway Capital Management, Inc.	2,100	$22.2 萬	0.15%
Full Sail Capital, LLC	2,000	$21.2 萬	0.02%
O'Brien Greene & Co. Inc	2,000	$21.2 萬	0.08%
Marshall Wace North America L.P.	1,974	$20.9 萬	0.00%
Change Path, LLC	1,906	$20.2 萬	0.01%
Adalta Capital Management LLC	1,495	$15.8 萬	0.09%
TSFG, LLC	1,487	$15.7 萬	0.06%
Stelac Advisory Services LLC	1,400	$14.8 萬	0.03%
Pacer Advisors, Inc.	1,168	$12.4 萬	0.00%
Albion Financial Group	1,000	$10.6 萬	0.01%
Northwestern Mutual Wealth Management Co	406	$4.30 萬	0.00%
West Branch Capital LLC	267	$2.80 萬	0.01%
Strategic Blueprint, LLC	169	$1.80 萬	0.00%
WD Rutherford LLC	125	$1.30 萬	0.01%
Asset Dedication, LLC	100	$1.10 萬	0.00%
Tradition Wealth Management, LLC	70	$7,000	0.00%
Carmichael Hill & Associates, Inc.	53	$6,000	0.00%
Prestige Wealth Management Group LLC	58	$6,000	0.00%
Fifth Third Bancorp	35	$4,000	0.00%

清倉機構（74 家）

2021 年第 1 季季末持有 Cloudflare, Inc.、2021 年第 2 季有申報但已經沒有持有的機構。

2021 年第 2 季清倉 NET 的機構
機構	2021 年第 1 季股數	2021 年第 1 季市值
Alkeon Capital Management LLC	1,674,000	$1.18 億
Artisan Partners Limited Partnership	363,518	$2,554 萬
Millennium Management LLC	359,999	$2,529 萬
Renaissance Technologies LLC	299,500	$2,104 萬
Worldquant Millennium Advisors LLC	283,314	$1,991 萬
Jag Capital Management, LLC	244,655	$1,719 萬
Group One Trading, L.P.	154,059	$1,082 萬
Walleye Trading LLC	147,251	$1,035 萬
Junson Asset Management (Hong Kong) Ltd	116,000	$837.6 萬
PEAK6 Investments LLC	113,104	$794.7 萬
Jupiter Asset Management Ltd	104,506	$734.3 萬
Duquesne Family Office LLC大師杜肯家族辦公室	96,738	$679.7 萬
Berylson Capital Partners, LLC	74,200	$521.3 萬
Van Eck Associates Corp	45,522	$319.8 萬
Adams Street Partners LLC	42,681	$299.9 萬
Lido Advisors, LLC	40,111	$281.8 萬
Cinctive Capital Management LP	39,903	$280.4 萬
Engle Capital Management, L.P.	36,000	$252.9 萬
Quantbot Technologies LP	35,532	$249.6 萬
Occudo Quantitative Strategies LP	32,455	$228.0 萬
Duality Advisers, LP	31,077	$218.3 萬
HAP Trading, LLC	29,211	$205.2 萬
Empowered Funds, LLC	23,578	$179.2 萬
First Citizens Bank & Trust Co	23,875	$167.7 萬
Banco Santander, S.A.	21,405	$150.4 萬
Jump Financial, LLC	21,154	$148.7 萬
Weiss Multi-Strategy Advisers LLC	20,035	$140.8 萬
First Hawaiian Bank	18,930	$133.0 萬
Bellwether Advisors, LLC	17,207	$120.8 萬
HRT Financial LP	15,539	$109.1 萬
Russell Clark Investment Management Ltd	15,000	$105.4 萬
South Shore Capital Advisors	13,910	$97.7 萬
Trexquant Investment LP	10,984	$77.2 萬
Sciencast Management LP	10,200	$74.2 萬
Ferris Capital, LLC	10,500	$73.8 萬
AlphaCrest Capital Management LLC	10,373	$72.9 萬
HarbourVest Partners LLC	9,278	$65.2 萬
Mercer Global Advisors Inc	9,016	$63.3 萬
Two Sigma Investments, LP	8,700	$61.1 萬
San Francisco Sentry Investment Group (Ca)	8,210	$57.7 萬
AGF Investments LLC	8,148	$57.2 萬
Bayesian Capital Management, LP	7,300	$51.3 萬
Oxbow Advisors, LLC	7,100	$49.9 萬
Woodward Diversified Capital, LLC	6,825	$48.0 萬
Bank of Nova Scotia	6,371	$44.8 萬
Clear Street Markets LLC	5,600	$39.3 萬
Gsa Capital Partners LLP	4,240	$29.8 萬
1623 Capital LLC	4,113	$28.9 萬
Wealthcare Advisory Partners LLC	1,850	$13.0 萬
Solstein Capital, LLC	1,850	$13.0 萬
HM Payson & Co	935	$6.60 萬
Ameritas Investment Company, LLC	825	$5.80 萬
Nisa Investment Advisors, LLC	600	$4.20 萬
Regal Wealth Group, Inc.	600	$4.20 萬
Eudaimonia Partners, LLC	560	$3.90 萬
Valeo Financial Advisors, LLC	538	$3.80 萬
Sowell Financial Services LLC	414	$2.90 萬
Allred Capital Management, LLC	300	$2.11 萬
Gradient Investments LLC	200	$1.40 萬
Bollard Group LLC	200	$1.40 萬
Tfo-TDC, LLC	200	$1.40 萬
Fieldpoint Private Securities, LLC	200	$1.40 萬
Loomis Sayles & Co L P	164	$1.20 萬
Alpha DNA Investment Management LLC	150	$1.00 萬
Altshuler Shaham Ltd	97	$7,000
WealthShield Partners, LLC	100	$7,000
Meridian Wealth Partners, LLC	67	$5,000
RMR Wealth Builders	75	$5,000
Total Clarity Wealth Management, Inc.	60	$4,000
Evoke Wealth, LLC	44	$3,000
Turim 21 Investimentos Ltda.	29	$2,000
State of Wyoming	34	$2,000
Wealthcare Capital Management LLC	10	$1,000
Regency Capital Management Inc.	7	$0

尚未申報 2021 年第 2 季的機構（1 家）

2021 年第 1 季季末持有 Cloudflare, Inc.、還沒有申報 2021 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2021 年第 1 季持有 NET、尚未申報 2021 年第 2 季的機構
機構	2021 年第 1 季股數	2021 年第 1 季市值
Amundi Asset Management US, Inc.	64,827	$455.5 萬