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 (+64.7%)
- 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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 75,411 | $798.2 萬 | 0.04% | −12,708−14.4% | 減碼 |
| Pictet Asset Management Ltd | 76,005 | $804.4 萬 | 0.01% | +8,682+12.9% | 加碼 |
| Oregon Public Employees Retirement Fund | 78,184 | $827.5 萬 | 0.09% | +33,490+74.9% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 78,228 | $828.0 萬 | 2.34% | −54,358−41.0% | 減碼 |
| Advisor Group Holdings, Inc. | 78,457 | $829.8 萬 | 0.02% | +6,032+8.3% | 加碼 |
| Voya Investment Management LLC | 78,735 | $833.3 萬 | 0.02% | +40,235+104.5% | 加碼 |
| Ameriprise Financial Inc | 80,326 | $850.3 萬 | 0.00% | −10,289−11.4% | 減碼 |
| HSBC Holdings PLC | 80,476 | $854.4 萬 | 0.01% | −5,149−6.0% | 減碼 |
| Rothschild & Co Asset Management US Inc. | 82,436 | $872.5 萬 | 0.10% | +8,680+11.8% | 加碼 |
| Price T Rowe Associates Inc | 83,396 | $882.7 萬 | 0.00% | −112,039−57.3% | 減碼 |
| Storebrand Asset Management AS | 86,892 | $919.7 萬 | 0.04% | −15,048−14.8% | 減碼 |
| Royal London Asset Management Ltd | 87,812 | $929.5 萬 | 0.04% | +44,942+104.8% | 加碼 |
| Russell Investments Group, Ltd. | 87,107 | $930.1 萬 | 0.02% | +3,917+4.7% | 加碼 |
| Aviva PLC | 88,137 | $932.8 萬 | 0.04% | +32,355+58.0% | 加碼 |
| Asset Management One Co.,Ltd. | 92,186 | $975.6 萬 | 0.04% | +3,194+3.6% | 加碼 |
| Parallax Volatility Advisers, L.P. | 92,436 | $978.3 萬 | 0.12% | +73,730+394.2% | 加碼 |
| AMJ Financial Wealth Management | 93,658 | $991.3 萬 | 4.31% | +124+0.1% | 加碼 |
| Hamilton Lane Advisors LLC | 95,850 | $1,015 萬 | 3.17% | +1,315+1.4% | 加碼 |
| Amundi | 98,545 | $1,043 萬 | 0.01% | +98,545 | 新進 |
| Sentinel Trust Co Lba | 98,718 | $1,045 萬 | 1.58% | −7,500−7.1% | 減碼 |
| Firsthand Capital Management, Inc. | 100,000 | $1,058 萬 | 2.65% | 00.0% | 不變 |
| Ma Investment Partnership, LP | 100,000 | $1,058 萬 | 5.91% | 00.0% | 不變 |
| Nwi Management LP | 100,000 | $1,058 萬 | 0.80% | +100,000 | 新進 |
| Telemark Asset Management, LLC | 100,000 | $1,058 萬 | 0.84% | +100,000 | 新進 |
| Vestor Capital, LLC | 101,302 | $1,072 萬 | 1.13% | −501−0.5% | 減碼 |
| AQR Capital Management LLC | 108,490 | $1,148 萬 | 0.02% | −132,367−55.0% | 減碼 |
| Vontobel Holding Ltd. | 109,501 | $1,178 萬 | 0.10% | +79,224+261.7% | 加碼 |
| State of Wisconsin Investment Board | 114,728 | $1,214 萬 | 0.03% | +18,049+18.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 116,840 | $1,237 萬 | 0.06% | +18,893+19.3% | 加碼 |
| RPG Investment Advisory, LLC | 116,999 | $1,238 萬 | 2.02% | +1,026+0.9% | 加碼 |
| Voloridge Investment Management, LLC | 123,048 | $1,302 萬 | 0.09% | +117,903+2,291.6% | 加碼 |
| Capital Fund Management S.A. | 123,542 | $1,308 萬 | 0.35% | +123,542 | 新進 |
| AO Asset Management, LP | 125,000 | $1,323 萬 | 0.92% | +125,000 | 新進 |
| Andra AP-fonden | 125,600 | $1,329 萬 | 0.27% | +19,300+18.2% | 加碼 |
| Jasper Ridge Partners, L.P. | 132,601 | $1,403 萬 | 0.70% | +11,984+9.9% | 加碼 |
| Raymond James & Associates | 133,002 | $1,408 萬 | 0.01% | +29,474+28.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 134,623 | $1,425 萬 | 0.05% | +15,844+13.3% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 165,200 | $1,474 萬 | 0.11% | +165,200 | 新進 |
| Park West Asset Management LLC | 140,000 | $1,482 萬 | 0.43% | −97,500−41.1% | 減碼 |
| Treasurer of the State of North Carolina | 140,110 | $1,483 萬 | 0.09% | +52,910+60.7% | 加碼 |
| Dimensional Fund Advisors LP | 141,664 | $1,500 萬 | 0.00% | +76,387+117.0% | 加碼 |
| Public Employees Retirement System of Ohio | 145,593 | $1,541 萬 | 0.05% | +75,251+107.0% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 147,628 | $1,563 萬 | 0.14% | +8,400+6.0% | 加碼 |
| Citigroup Inc | 148,181 | $1,568 萬 | 0.01% | −45,476−23.5% | 減碼 |
| NZS Capital, LLC | 153,283 | $1,622 萬 | 1.49% | +153,283 | 新進 |
| Stony Point Capital LLC | 154,984 | $1,640 萬 | 4.29% | +36,884+31.2% | 加碼 |
| STRS Ohio | 158,627 | $1,679 萬 | 0.06% | +26,329+19.9% | 加碼 |
| Forte Capital LLC | 165,206 | $1,749 萬 | 2.38% | +3,670+2.3% | 加碼 |
| CIBC Asset Management Inc | 168,328 | $1,782 萬 | 0.07% | −20,333−10.8% | 減碼 |
| Susquehanna International Group, LLP | 168,632 | $1,785 萬 | 0.02% | −377,193−69.1% | 減碼 |
| 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 |
| Rockefeller Capital Management L.P. | 171,545 | $1,815 萬 | 0.10% | +157,523+1,123.4% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 175,000 | $1,852 萬 | 0.03% | 00.0% | 不變 |
| Fred Alger Management, LLC | 179,623 | $1,901 萬 | 0.04% | −29,499−14.1% | 減碼 |
| Evercore Wealth Management, LLC | 179,886 | $1,904 萬 | 0.35% | +77,560+75.8% | 加碼 |
| Eaton Vance Management | 182,764 | $1,934 萬 | 0.03% | −314−0.2% | 減碼 |
| Miura Global Management, LLC | 190,000 | $2,011 萬 | 3.67% | −160,000−45.7% | 減碼 |
| Allen Investment Management LLC | 195,490 | $2,069 萬 | 0.28% | 00.0% | 不變 |
| Man Group plc | 200,969 | $2,127 萬 | 0.08% | +125,068+164.8% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 207,318 | $2,194 萬 | 0.12% | +30,791+17.4% | 加碼 |
| UBS Group AG | 212,470 | $2,249 萬 | 0.01% | −103,232−32.7% | 減碼 |
| Gabelli Funds LLC | 233,723 | $2,474 萬 | 0.16% | +6,147+2.7% | 加碼 |
| Center Lake Capital Management, LLC | 235,000 | $2,487 萬 | 3.58% | −35,000−13.0% | 減碼 |
| Truxt Investmentos Ltda. | 235,100 | $2,488 萬 | 1.65% | +235,100 | 新進 |
| GAM Holding AG | 235,528 | $2,493 萬 | 1.09% | +235,528 | 新進 |
| Rhumbline Advisers | 235,660 | $2,494 萬 | 0.03% | +115,773+96.6% | 加碼 |
| Atika Capital Management LLC | 236,000 | $2,498 萬 | 2.07% | +34,000+16.8% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 240,164 | $2,542 萬 | 0.16% | −53,420−18.2% | 減碼 |
| ThornTree Capital Partners LP | 271,022 | $2,869 萬 | 4.45% | −13,937−4.9% | 減碼 |
| Optimus Prime Fund Management Co., Ltd. | 276,645 | $2,928 萬 | 1.99% | 00.0% | 不變 |
| Renaissance Capital LLC | 283,887 | $3,005 萬 | 4.75% | +120,177+73.4% | 加碼 |
| Alliancebernstein L.P. | 286,397 | $3,031 萬 | 0.01% | +51,602+22.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 300,952 | $3,185 萬 | 0.06% | +158,170+110.8% | 加碼 |
| Great West Life Assurance Co | 311,054 | $3,292 萬 | 0.08% | +65,502+26.7% | 加碼 |
| Credit Suisse AG | 306,372 | $3,297 萬 | 0.03% | −54,518−15.1% | 減碼 |
| Bank of Montreal | 308,526 | $3,324 萬 | 0.02% | +187,795+155.5% | 加碼 |
| Polar Capital Holdings Plc | 318,597 | $3,372 萬 | 0.15% | +152,403+91.7% | 加碼 |
| JPMorgan Chase & Co | 335,352 | $3,549 萬 | 0.00% | −248,134−42.5% | 減碼 |
| Handelsbanken Fonder AB | 347,740 | $3,681 萬 | 0.19% | +312,340+882.3% | 加碼 |
| 12 West Capital Management LP | 353,200 | $3,738 萬 | 1.57% | 00.0% | 不變 |
| Tobam | 357,401 | $3,783 萬 | 1.51% | −95,245−21.0% | 減碼 |
| National Pension Service | 357,756 | $3,787 萬 | 0.07% | +2,156+0.6% | 加碼 |
| New York State Common Retirement Fund | 359,356 | $3,803 萬 | 0.04% | +157,703+78.2% | 加碼 |
| Personal Capital Advisors Corp | 363,690 | $3,849 萬 | 0.20% | +125,171+52.5% | 加碼 |
| Bamco Inc | 408,841 | $4,327 萬 | 0.10% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 426,882 | $4,510 萬 | 0.04% | −220,674−34.1% | 減碼 |
| American Century Companies Inc | 443,501 | $4,694 萬 | 0.03% | +443,501 | 新進 |
| California State Teachers Retirement System | 450,928 | $4,773 萬 | 0.06% | +215,100+91.2% | 加碼 |
| Long Walk Management LP | 474,797 | $5,025 萬 | 34.53% | +474,797 | 新進 |
| Cota Capital Management, LLC | 493,891 | $5,227 萬 | 9.07% | 00.0% | 不變 |
| Corient Capital Partners, LLC | 498,968 | $5,281 萬 | 3.86% | −101,405−16.9% | 減碼 |
| Hitchwood Capital Management LP | 500,000 | $5,292 萬 | 1.79% | 00.0% | 不變 |
| Whetstone Capital Advisors, LLC | 506,569 | $5,362 萬 | 9.96% | −11,872−2.3% | 減碼 |
| Strategy Capital LLC | 510,107 | $5,399 萬 | 5.53% | +510,107 | 新進 |
| SQN Investors LP | 524,657 | $5,553 萬 | 3.00% | −92,632−15.0% | 減碼 |
| SW Investment Management LLC | 550,000 | $5,821 萬 | 22.30% | 00.0% | 不變 |
| Citadel Advisors LLC | 558,720 | $5,914 萬 | 0.06% | −437,420−43.9% | 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 |
| ETF Managers Group, LLC | 648,759 | $6,981 萬 | 1.14% | −119,426−15.5% | 減碼 |
| Parametric Portfolio Associates LLC | 668,967 | $7,080 萬 | 0.04% | −23,871−3.4% | 減碼 |