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。
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
- $226.1 億
- 較 2021 年第 1 季 +$88.8 億 (+64.6%)
- 新進機構
- 105
- 另有 197 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 | 1,228 | $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 |
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 |
|---|---|---|---|---|---|
| Must Asset Management Inc. | 5,963 | $64.2 萬 | 0.45% | −9,032−60.2% | 減碼 |
| O'Neil Global Advisors, Inc. | 6,100 | $64.6 萬 | 0.20% | +6,100 | 新進 |
| Tower Research Capital LLC (TRC) | 6,195 | $65.6 萬 | 0.02% | −43−0.7% | 減碼 |
| Level Four Advisory Services, LLC | 6,328 | $67.0 萬 | 0.05% | +706+12.6% | 加碼 |
| Kestra Private Wealth Services, LLC | 6,363 | $67.3 萬 | 0.04% | +532+9.1% | 加碼 |
| Van Hulzen Asset Management, LLC | 6,382 | $67.5 萬 | 0.10% | +32+0.5% | 加碼 |
| MML Investors Services, LLC | 6,475 | $68.5 萬 | 0.01% | +6,475 | 新進 |
| M&T Bank Corp | 6,504 | $68.8 萬 | 0.00% | −988−13.2% | 減碼 |
| Morse Asset Management, Inc | 6,560 | $69.4 萬 | 0.17% | +6,560 | 新進 |
| Financial Management Network Inc | 6,709 | $71.1 萬 | 0.36% | −30−0.4% | 減碼 |
| Joel Isaacson & Co., LLC | 6,766 | $71.6 萬 | 0.06% | +6,766 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 2,927 | $71.7 萬 | 0.02% | −17,139−85.4% | 減碼 |
| Exchange Traded Concepts, LLC | 6,801 | $72.0 萬 | 0.02% | −656−8.8% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 6,851 | $72.5 萬 | 0.03% | +866+14.5% | 加碼 |
| Jane Street Group, LLC | 6,982 | $73.9 萬 | 0.00% | −124,365−94.7% | 減碼 |
| Berman Capital Advisors, LLC | 7,054 | $74.5 萬 | 0.12% | +50+0.7% | 加碼 |
| IBM Retirement Fund | 7,106 | $75.2 萬 | 0.06% | +3,300+86.7% | 加碼 |
| Intersect Capital LLC | 7,131 | $75.5 萬 | 0.13% | −25−0.3% | 減碼 |
| Motley Fool Asset Management LLC | 7,274 | $77.0 萬 | 0.05% | +7,274 | 新進 |
| Sanders Morris Harris LLC | 7,443 | $78.8 萬 | 0.15% | +1,000+15.5% | 加碼 |
| Kovack Advisors, Inc. | 7,539 | $79.8 萬 | 0.09% | +3,558+89.4% | 加碼 |
| Seven Eight Capital, LP | 7,596 | $80.4 萬 | 0.11% | −487−6.0% | 減碼 |
| First Republic Investment Management, Inc. | 7,637 | $80.8 萬 | 0.00% | +7,637 | 新進 |
| Kingsview Wealth Management, LLC | 7,749 | $80.9 萬 | 0.04% | +4,112+113.1% | 加碼 |
| Parsons Capital Management Inc | 7,835 | $82.9 萬 | 0.06% | +2,187+38.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 7,879 | $83.3 萬 | 0.00% | +4,956+169.6% | 加碼 |
| Advisory Services Network, LLC | 7,880 | $83.4 萬 | 0.03% | +1,700+27.5% | 加碼 |
| Vivid Financial Management, Inc. | 7,973 | $84.4 萬 | 0.35% | +1,833+29.9% | 加碼 |
| Peak Asset Management, LLC | 8,053 | $85.2 萬 | 0.21% | +1,917+31.2% | 加碼 |
| V Wealth Advisors LLC | 8,175 | $86.5 萬 | 0.14% | +8,175 | 新進 |
| Engineers Gate Manager LP | 8,196 | $86.7 萬 | 0.06% | +3,081+60.2% | 加碼 |
| Panagora Asset Management Inc | 8,210 | $86.9 萬 | 0.00% | −362−4.2% | 減碼 |
| Frontier Wealth Management LLC | 8,225 | $87.1 萬 | 0.06% | −1,050−11.3% | 減碼 |
| Prelude Capital Management, LLC | 8,237 | $87.2 萬 | 0.05% | +8,237 | 新進 |
| Scotia Capital Inc. | 8,285 | $87.7 萬 | 0.01% | −299−3.5% | 減碼 |
| National Asset Management, Inc. | 8,487 | $88.3 萬 | 0.03% | +4,743+126.7% | 加碼 |
| Private Advisor Group, LLC | 8,473 | $89.7 萬 | 0.01% | +1,115+15.2% | 加碼 |
| Comerica Bank | 7,690 | $90.9 萬 | 0.01% | +3,437+80.8% | 加碼 |
| Sante Capital Fund, LP | 8,624 | $91.3 萬 | 0.38% | +8,624 | 新進 |
| Financial Advisory Service, Inc. | 8,680 | $91.9 萬 | 0.09% | −100−1.1% | 減碼 |
| Illinois Municipal Retirement Fund | 8,813 | $93.3 萬 | 0.04% | 00.0% | 不變 |
| Kornitzer Capital Management Inc | 8,850 | $93.7 萬 | 0.01% | +8,850 | 新進 |
| Texas Treasury Safekeeping Trust Co | 8,988 | $95.1 萬 | 0.30% | +8,988 | 新進 |
| Simplify Asset Management Inc. | 9,000 | $95.2 萬 | 0.22% | +9,000 | 新進 |
| Meitav Dash Investments Ltd | 9,000 | $95.3 萬 | 0.02% | 00.0% | 不變 |
| Paloma Partners Management Co | 9,006 | $95.3 萬 | 0.03% | +9,006 | 新進 |
| Perigon Wealth Management, LLC | 9,220 | $97.6 萬 | 0.09% | −522−5.4% | 減碼 |
| SG Americas Securities, LLC | 9,314 | $98.6 萬 | 0.01% | +9,314 | 新進 |
| Laurion Capital Management LP | 9,448 | $100.0 萬 | 0.02% | +9,448 | 新進 |
| Ieq Capital, LLC | 9,784 | $103.6 萬 | 0.03% | +3,872+65.5% | 加碼 |
| Steel Peak Wealth Management LLC | 10,000 | $105.8 萬 | 0.08% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 10,023 | $106.1 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 10,287 | $108.9 萬 | 0.04% | +26+0.3% | 加碼 |
| Mark Stevens | 10,317 | $109.2 萬 | 0.12% | +12+0.1% | 加碼 |
| ProShare Advisors LLC | 10,326 | $109.3 萬 | 0.00% | +814+8.6% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 10,366 | $109.7 萬 | 0.04% | +7,462+257.0% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 10,400 | $110.1 萬 | 0.05% | +10,400 | 新進 |
| CWM Advisors, LLC | 10,431 | $110.4 萬 | 0.15% | +2,555+32.4% | 加碼 |
| Mirador Capital Partners LP | 10,583 | $112.0 萬 | 0.25% | −35−0.3% | 減碼 |
| Light Street Capital Management, LLC | 10,850 | $114.8 萬 | 0.05% | +10,850 | 新進 |
| Daiwa Securities Group Inc. | 10,884 | $115.2 萬 | 0.01% | +1,300+13.6% | 加碼 |
| Ropes Wealth Advisors LLC | 10,932 | $115.7 萬 | 0.18% | −7,646−41.2% | 減碼 |
| Kemnay Advisory Services Inc. | 11,095 | $117.4 萬 | 0.14% | +11,095 | 新進 |
| Truist Financial Corp | 11,714 | $124.0 萬 | 0.00% | +6,865+141.6% | 加碼 |
| Janney Montgomery Scott LLC | 11,856 | $125.5 萬 | 0.01% | +263+2.3% | 加碼 |
| Nordea Investment Management AB | 11,872 | $125.7 萬 | 0.00% | +2,128+21.8% | 加碼 |
| Deprince Race & Zollo Inc | 11,984 | $126.8 萬 | 0.03% | +11,984 | 新進 |
| SWS Partners | 12,163 | $128.7 萬 | 0.84% | +12,163 | 新進 |
| Jacob Asset Management of New York LLC | 14,000 | $148.2 萬 | 0.49% | +14,000 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,023 | $148.4 萬 | 0.04% | +2,937+26.5% | 加碼 |
| Elo Mutual Pension Insurance Co | 14,114 | $149.4 萬 | 0.05% | −230−1.6% | 減碼 |
| Chase Investment Counsel Corp | 14,130 | $149.5 萬 | 0.62% | +14,130 | 新進 |
| Avestar Capital, LLC | 14,258 | $150.9 萬 | 0.29% | +2,518+21.4% | 加碼 |
| Vestcor Inc | 14,352 | $151.9 萬 | 0.05% | +14,352 | 新進 |
| CX Institutional | 14,609 | $154.6 萬 | 0.13% | +14,609 | 新進 |
| Circle Wealth Management, LLC | 14,668 | $155.2 萬 | 0.22% | +14,668 | 新進 |
| Baird Financial Group, Inc. | 14,700 | $155.6 萬 | 0.00% | −12,737−46.4% | 減碼 |
| Draper Asset Management, LLC | 14,804 | $156.7 萬 | 1.56% | +750+5.3% | 加碼 |
| Castle Rock Wealth Management, LLC | 12,626 | $158.4 萬 | 0.58% | −188−1.5% | 減碼 |
| Winton Group Ltd | 14,981 | $158.6 萬 | 0.09% | +14,981 | 新進 |
| Blue Barn Wealth, LLC | 15,012 | $158.9 萬 | 1.63% | +15,012 | 新進 |
| Investment House LLC | 15,056 | $159.3 萬 | 0.11% | +15,056 | 新進 |
| Wolverine Trading, LLC | 14,924 | $160.6 萬 | 0.04% | −71,532−82.7% | 減碼 |
| Old Well Partners, LLC | 15,300 | $161.9 萬 | 0.73% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 15,659 | $165.9 萬 | 1.33% | +15,659 | 新進 |
| Independent Advisor Alliance | 15,776 | $167.0 萬 | 0.09% | +242+1.6% | 加碼 |
| Aigen Investment Management, LP | 16,084 | $170.2 萬 | 0.30% | +2,221+16.0% | 加碼 |
| Strategic Vision Investment Ltd | 16,100 | $170.4 萬 | 2.78% | −5,400−25.1% | 減碼 |
| Metropolitan Life Insurance Co | 16,713 | $176.9 萬 | 0.02% | +8,263+97.8% | 加碼 |
| Achmea Investment Management B.V. | 16,887 | $178.7 萬 | 0.06% | +1,566+10.2% | 加碼 |
| Davide Leone & Partners Investment Co Ltd. | 17,010 | $180.0 萬 | 0.29% | +17,010 | 新進 |
| Grandview Asset Management LLC | 17,369 | $183.8 萬 | 1.01% | −2,050−10.6% | 減碼 |
| Sepio Capital, LP | 17,431 | $184.5 萬 | 0.15% | −347−2.0% | 減碼 |
| Triasima Portfolio Management inc. | 17,985 | $190.4 萬 | 0.09% | +50+0.3% | 加碼 |
| Wealthfront Advisers LLC | 18,274 | $193.4 萬 | 0.01% | +18,274 | 新進 |
| IFP Advisors, Inc | 18,505 | $195.6 萬 | 0.04% | +488+2.7% | 加碼 |
| Qube Research & Technologies Ltd | 19,299 | $204.3 萬 | 0.03% | −46,191−70.5% | 減碼 |
| Maryland State Retirement & Pension System | 18,908 | $206.0 萬 | 0.07% | +9,995+112.1% | 加碼 |
| BBR Partners, LLC | 19,589 | $207.3 萬 | 0.16% | +5,771+41.8% | 加碼 |
| Fortis Capital Management LLC | 20,020 | $211.9 萬 | 1.09% | +20,020 | 新進 |