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 $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 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 | $697.8 億 |
| 2026 年第 1 季 | 1,139 | $570.6 億 |
| 2025 年第 4 季 | 1,091 | $548.2 億 |
| 2025 年第 3 季 | 1,039 | $591.4 億 |
| 2025 年第 2 季 | 947 | $543.2 億 |
| 2025 年第 1 季 | 872 | $297.5 億 |
| 2024 年第 4 季 | 772 | $284.2 億 |
| 2024 年第 3 季 | 680 | $207.3 億 |
| 2024 年第 2 季 | 652 | $211.1 億 |
| 2024 年第 1 季 | 709 | $241.7 億 |
| 2023 年第 4 季 | 678 | $207.4 億 |
| 2023 年第 3 季 | 573 | $158.0 億 |
| 2023 年第 2 季 | 560 | $160.4 億 |
| 2023 年第 1 季 | 572 | $150.7 億 |
| 2022 年第 4 季 | 550 | $109.3 億 |
| 2022 年第 3 季 | 563 | $128.5 億 |
| 2022 年第 2 季 | 550 | $103.4 億 |
| 2022 年第 1 季 | 641 | $279.6 億 |
| 2021 年第 4 季 | 681 | $297.7 億 |
| 2021 年第 3 季 | 620 | $245.6 億 |
| 2021 年第 2 季 | 537 | $226.1 億 |
| 2021 年第 1 季 | 507 | $137.4 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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 134,623 | $1,425 萬 | 0.05% | +15,844+13.3% | 加碼 |
| Raymond James & Associates | 133,002 | $1,408 萬 | 0.01% | +29,474+28.5% | 加碼 |
| Jasper Ridge Partners, L.P. | 132,601 | $1,403 萬 | 0.70% | +11,984+9.9% | 加碼 |
| Andra AP-fonden | 125,600 | $1,329 萬 | 0.27% | +19,300+18.2% | 加碼 |
| AO Asset Management, LP | 125,000 | $1,323 萬 | 0.92% | +125,000 | 新進 |
| Capital Fund Management S.A. | 123,542 | $1,308 萬 | 0.35% | +123,542 | 新進 |
| Voloridge Investment Management, LLC | 123,048 | $1,302 萬 | 0.09% | +117,903+2,291.6% | 加碼 |
| RPG Investment Advisory, LLC | 116,999 | $1,238 萬 | 2.02% | +1,026+0.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 116,840 | $1,237 萬 | 0.06% | +18,893+19.3% | 加碼 |
| State of Wisconsin Investment Board | 114,728 | $1,214 萬 | 0.03% | +18,049+18.7% | 加碼 |
| Vontobel Holding Ltd. | 109,501 | $1,178 萬 | 0.10% | +79,224+261.7% | 加碼 |
| AQR Capital Management LLC | 108,490 | $1,148 萬 | 0.02% | −132,367−55.0% | 減碼 |
| Vestor Capital, LLC | 101,302 | $1,072 萬 | 1.13% | −501−0.5% | 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 |
| Sentinel Trust Co Lba | 98,718 | $1,045 萬 | 1.58% | −7,500−7.1% | 減碼 |
| Amundi | 98,545 | $1,043 萬 | 0.01% | +98,545 | 新進 |
| Hamilton Lane Advisors LLC | 95,850 | $1,015 萬 | 3.17% | +1,315+1.4% | 加碼 |
| AMJ Financial Wealth Management | 93,658 | $991.3 萬 | 4.31% | +124+0.1% | 加碼 |
| Parallax Volatility Advisers, L.P. | 92,436 | $978.3 萬 | 0.12% | +73,730+394.2% | 加碼 |
| Asset Management One Co.,Ltd. | 92,186 | $975.6 萬 | 0.04% | +3,194+3.6% | 加碼 |
| Aviva PLC | 88,137 | $932.8 萬 | 0.04% | +32,355+58.0% | 加碼 |
| Russell Investments Group, Ltd. | 87,107 | $930.1 萬 | 0.02% | +3,917+4.7% | 加碼 |
| Royal London Asset Management Ltd | 87,812 | $929.5 萬 | 0.04% | +44,942+104.8% | 加碼 |
| Storebrand Asset Management AS | 86,892 | $919.7 萬 | 0.04% | −15,048−14.8% | 減碼 |
| Price T Rowe Associates Inc | 83,396 | $882.7 萬 | 0.00% | −112,039−57.3% | 減碼 |
| Rothschild & Co Asset Management US Inc. | 82,436 | $872.5 萬 | 0.10% | +8,680+11.8% | 加碼 |
| HSBC Holdings PLC | 80,476 | $854.4 萬 | 0.01% | −5,149−6.0% | 減碼 |
| Ameriprise Financial Inc | 80,326 | $850.3 萬 | 0.00% | −10,289−11.4% | 減碼 |
| Voya Investment Management LLC | 78,735 | $833.3 萬 | 0.02% | +40,235+104.5% | 加碼 |
| Advisor Group Holdings, Inc. | 78,457 | $829.8 萬 | 0.02% | +6,032+8.3% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 78,228 | $828.0 萬 | 2.34% | −54,358−41.0% | 減碼 |
| Oregon Public Employees Retirement Fund | 78,184 | $827.5 萬 | 0.09% | +33,490+74.9% | 加碼 |
| Pictet Asset Management Ltd | 76,005 | $804.4 萬 | 0.01% | +8,682+12.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 75,411 | $798.2 萬 | 0.04% | −12,708−14.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 73,965 | $781.9 萬 | 0.08% | 00.0% | 不變 |
| Victory Capital Management Inc | 72,817 | $770.7 萬 | 0.01% | −8,426−10.4% | 減碼 |
| Penserra Capital Management LLC | 69,135 | $731.6 萬 | 0.13% | +69,135 | 新進 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 69,000 | $730.3 萬 | 0.07% | +6,300+10.0% | 加碼 |
| O'Shares Investment Advisers, LLC | 68,294 | $722.8 萬 | 0.51% | −25,214−27.0% | 減碼 |
| Squarepoint Ops LLC | 67,053 | $709.7 萬 | 0.05% | +67,053 | 新進 |
| Tudor Investment Corp Et Al | 63,951 | $676.9 萬 | 0.14% | +8,872+16.1% | 加碼 |
| Arizona State Retirement System | 63,673 | $673.9 萬 | 0.05% | +6,346+11.1% | 加碼 |
| Jackson Square Capital, LLC | 63,213 | $669.0 萬 | 2.15% | −7,485−10.6% | 減碼 |
| LPL Financial LLC | 62,485 | $661.3 萬 | 0.01% | −8,647−12.2% | 減碼 |
| Cutler Group LP | 61,316 | $648.9 萬 | 0.48% | −40,736−39.9% | 減碼 |
| Cynosure Management, LLC | 59,975 | $634.8 萬 | 4.93% | 00.0% | 不變 |
| TD Asset Management Inc | 52,833 | $626.8 萬 | 0.01% | +36,917+231.9% | 加碼 |
| HighTower Advisors, LLC | 59,052 | $625.8 萬 | 0.02% | +18,222+44.6% | 加碼 |
| Brevan Howard Capital Management LP | 57,100 | $604.3 萬 | 5.05% | 00.0% | 不變 |
| Janus Henderson Group PLC | 55,667 | $589.2 萬 | 0.00% | −42,887−43.5% | 減碼 |
| APG Asset Management N.V. | 65,490 | $584.5 萬 | 0.01% | +41,000+167.4% | 加碼 |
| Forsta Ap-Fonden | 52,700 | $557.8 萬 | 0.07% | +3,900+8.0% | 加碼 |
| Riggs Asset Managment Co. Inc. | 52,254 | $553.1 萬 | 1.54% | +1,478+2.9% | 加碼 |
| Ambassador Advisors, LLC | 52,166 | $552.1 萬 | 1.09% | +16,443+46.0% | 加碼 |
| Blair William & Co | 50,034 | $529.6 萬 | 0.02% | +4,901+10.9% | 加碼 |
| Twin Tree Management, LP | 48,013 | $508.2 萬 | 0.15% | +42,435+760.8% | 加碼 |
| Utah Retirement Systems | 47,917 | $507.2 萬 | 0.07% | −5,774−10.8% | 減碼 |
| Mackenzie Financial Corp | 47,396 | $501.6 萬 | 0.01% | +26,885+131.1% | 加碼 |
| Vista Equity Partners Management, LLC | 44,484 | $470.8 萬 | 0.05% | −54,722−55.2% | 減碼 |
| AMP Capital Investors Ltd | 44,234 | $469.1 萬 | 0.02% | +3,024+7.3% | 加碼 |
| Korea Investment CORP | 44,000 | $465.7 萬 | 0.01% | −3,500−7.4% | 減碼 |
| Thrivent Financial for Lutherans | 43,827 | $463.9 萬 | 0.01% | +43,827 | 新進 |
| Swedbank AB | 43,256 | $457.8 萬 | 0.01% | −149,253−77.5% | 減碼 |
| USS Investment Management Ltd | 43,038 | $455.2 萬 | 0.04% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 42,330 | $448.0 萬 | 0.03% | −84,390−66.6% | 減碼 |
| AtonRa Partners | 41,799 | $442.4 萬 | 1.62% | −863−2.0% | 減碼 |
| British Columbia Investment Management Corp | 41,616 | $440.5 萬 | 0.03% | +9,032+27.7% | 加碼 |
| Simplex Trading, LLC | 41,610 | $440.4 萬 | 0.16% | +41,610 | 新進 |
| Navellier & Associates Inc | 41,454 | $438.7 萬 | 0.66% | +818+2.0% | 加碼 |
| Ensign Peak Advisors, Inc | 41,113 | $435.1 萬 | 0.01% | −6,085−12.9% | 減碼 |
| Stifel Financial Corp | 40,276 | $426.3 萬 | 0.01% | +713+1.8% | 加碼 |
| Lisanti Capital Growth, LLC | 39,990 | $423.3 萬 | 0.52% | +13,796+52.7% | 加碼 |
| Gulf International Bank (UK) Ltd | 39,418 | $417.2 萬 | 0.05% | +5,606+16.6% | 加碼 |
| Oppenheimer & Co Inc | 39,271 | $415.6 萬 | 0.07% | −3,516−8.2% | 減碼 |
| Executive Wealth Management, LLC | 39,102 | $413.8 萬 | 0.45% | +1,006+2.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 38,992 | $412.9 萬 | 0.01% | −39,326−50.2% | 減碼 |
| Tiemann Investment Advisors, LLC | 38,569 | $408.2 萬 | 1.91% | −22,250−36.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 37,137 | $393.1 萬 | 0.01% | −4,748−11.3% | 減碼 |
| Virtu Financial LLC | 36,837 | $389.9 萬 | 0.38% | +24,344+194.9% | 加碼 |
| Aspiriant, LLC | 36,828 | $389.7 萬 | 0.22% | −294,186−88.9% | 減碼 |
| Gamco Investors, Inc. Et Al | 36,494 | $386.3 萬 | 0.03% | +2,775+8.2% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 36,240 | $383.6 萬 | 0.02% | +3,364+10.2% | 加碼 |
| US Bancorp | 36,008 | $381.2 萬 | 0.01% | +374+1.0% | 加碼 |
| Principal Financial Group Inc | 35,886 | $379.8 萬 | 0.00% | −227,733−86.4% | 減碼 |
| ClariVest Asset Management LLC | 35,100 | $371.5 萬 | 0.12% | 00.0% | 不變 |
| Raine Capital LLC | 35,000 | $370.4 萬 | 0.14% | +5,000+16.7% | 加碼 |
| Sandler Capital Management | 34,920 | $369.6 萬 | 0.33% | +34,920 | 新進 |
| Edmond de Rothschild Holding S.A. | 34,776 | $368.1 萬 | 0.08% | −13,976−28.7% | 減碼 |
| Davy Global Fund Management Ltd | 34,746 | $367.8 萬 | 0.56% | +7,141+25.9% | 加碼 |
| Caas Capital Management LP | 34,572 | $365.9 萬 | 0.20% | −73,034−67.9% | 減碼 |
| Capital Impact Advisors, LLC | 33,667 | $356.3 萬 | 1.15% | +25,627+318.7% | 加碼 |
| AE Wealth Management LLC | 33,558 | $355.2 萬 | 0.03% | −13,141−28.1% | 減碼 |
| CFM Wealth Partners LLC | 33,120 | $350.5 萬 | 0.93% | +884+2.7% | 加碼 |
| Toronto Dominion Bank | 32,226 | $341.1 萬 | 0.01% | +5,358+19.9% | 加碼 |
| ARS Investment Partners, LLC | 30,722 | $325.2 萬 | 0.33% | 00.0% | 不變 |
| Nomura Holdings Inc | 30,560 | $324.0 萬 | 0.03% | −46,357−60.3% | 減碼 |
| Soltis Investment Advisors LLC | 30,444 | $322.2 萬 | 0.51% | +40+0.1% | 加碼 |