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 3 季 13F 持有人
Cloudflare, Inc. 在 2021/9/30 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
- 620
- 較 2021 年第 2 季 +87 家
- 持有股數
- 2.18 億
- 較 2021 年第 2 季 +1,074 萬 (+5.2%)
- 總市值
- $245.6 億
- 較 2021 年第 2 季 +$26.2 億 (+11.9%)
- 新進機構
- 127
- 另有 226 家加碼
- 清倉機構
- 40
- 另有 174 家減碼
另有 4 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 31,002,733 | $34.9 億 | 0.28% | +606,600+2.0% | 加碼 |
| Baillie Gifford & Co | 29,734,942 | $33.5 億 | 1.75% | −532,242−1.8% | 減碼 |
| Morgan Stanley | 27,910,765 | $31.4 億 | 0.42% | −819,129−2.9% | 減碼 |
| Vanguard Group Inc | 21,889,538 | $24.7 億 | 0.06% | +1,518,091+7.5% | 加碼 |
| BlackRock Inc. | 15,926,333 | $17.9 億 | 0.05% | +1,266,502+8.6% | 加碼 |
| Sands Capital Management, LLC | 8,323,377 | $9.38 億 | 1.56% | +7,289,490+705.1% | 加碼 |
| State Street Corp | 5,192,327 | $5.85 億 | 0.03% | +242,784+4.9% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 4,379,378 | $4.93 億 | 2.56% | −430,854−9.0% | 減碼 |
| Norges Bank | 4,125,067 | $4.65 億 | 0.10% | −124,786−2.9% | 減碼 |
| Geode Capital Management, LLC | 3,136,303 | $3.53 億 | 0.05% | +620,511+24.7% | 加碼 |
| Capital World Investors | 2,686,649 | $3.03 億 | 0.05% | +120.0% | 加碼 |
| First Trust Advisors LP | 2,558,785 | $2.88 億 | 0.31% | −300,181−10.5% | 減碼 |
| Franklin Resources Inc | 2,386,866 | $2.69 億 | 0.10% | −152,435−6.0% | 減碼 |
| Legal & General Group Plc | 2,164,477 | $2.44 億 | 0.08% | −124,965−5.5% | 減碼 |
| Deutsche Bank AG | 1,707,605 | $1.92 億 | 0.09% | +188,561+12.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,642,758 | $1.85 億 | 0.40% | −55,019−3.2% | 減碼 |
| Northern Trust Corp | 1,611,299 | $1.82 億 | 0.03% | +223,905+16.1% | 加碼 |
| California Public Employees Retirement System | 1,572,725 | $1.77 億 | 0.13% | +34,788+2.3% | 加碼 |
| Wells Fargo & Company | 1,494,858 | $1.68 億 | 0.04% | −1,226−0.1% | 減碼 |
| Allianz Asset Management GmbH | 1,391,008 | $1.57 億 | 0.13% | +327,651+30.8% | 加碼 |
| Bank of America Corp | 1,355,636 | $1.53 億 | 0.02% | +450.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,313,532 | $1.48 億 | 0.09% | −77,703−5.6% | 減碼 |
| Invesco Ltd. | 1,116,512 | $1.26 億 | 0.03% | +27,615+2.5% | 加碼 |
| Royal Bank of Canada | 1,065,148 | $1.20 億 | 0.03% | +138,456+14.9% | 加碼 |
| Bank of New York Mellon Corp | 1,019,785 | $1.15 億 | 0.02% | +3,111+0.3% | 加碼 |
| Goldman Sachs Group Inc | 1,003,892 | $1.13 億 | 0.03% | −75,087−7.0% | 減碼 |
| Bank of Montreal | 973,608 | $1.10 億 | 0.05% | +665,082+215.6% | 加碼 |
| Federated Hermes, Inc. | 953,496 | $1.07 億 | 0.20% | +249,038+35.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 945,279 | $1.06 億 | 0.14% | +203,409+27.4% | 加碼 |
| Swiss National Bank | 911,900 | $1.03 億 | 0.07% | −6,700−0.7% | 減碼 |
| NEA Management Company, LLC | 889,759 | $1.00 億 | 1.19% | −1,873,824−67.8% | 減碼 |
| UBS Asset Management Americas Inc | 840,528 | $9,469 萬 | 0.04% | +51,768+6.6% | 加碼 |
| Citadel Advisors LLC | 827,870 | $9,326 萬 | 0.10% | +269,150+48.2% | 加碼 |
| Nuveen Asset Management, LLC | 796,878 | $8,977 萬 | 0.03% | −271,643−25.4% | 減碼 |
| Price T Rowe Associates Inc | 796,359 | $8,971 萬 | 0.01% | +712,963+854.9% | 加碼 |
| Charles Schwab Investment Management Inc | 780,940 | $8,797 萬 | 0.03% | −650,265−45.4% | 減碼 |
| Bessemer Group Inc | 654,188 | $7,369 萬 | 0.16% | +654,188 | 新進 |
| Nikko Asset Management Americas, Inc. | 622,071 | $6,967 萬 | 0.30% | −55,164−8.1% | 減碼 |
| Personal Capital Advisors Corp | 607,727 | $6,846 萬 | 0.34% | +244,037+67.1% | 加碼 |
| La Financiere de L'Echiquier | 594,000 | $6,692 萬 | 2.24% | −319,000−34.9% | 減碼 |
| Ardevora Asset Management LLP | 555,500 | $6,258 萬 | 0.79% | +555,500 | 新進 |
| SW Investment Management LLC | 550,000 | $6,196 萬 | 24.66% | 00.0% | 不變 |
| Strategy Capital LLC | 527,958 | $5,947 萬 | 5.65% | +17,851+3.5% | 加碼 |
| SQN Investors LP | 524,657 | $5,910 萬 | 3.19% | 00.0% | 不變 |
| Whetstone Capital Advisors, LLC | 501,492 | $5,649 萬 | 9.88% | −5,077−1.0% | 減碼 |
| Hitchwood Capital Management LP | 500,000 | $5,633 萬 | 1.97% | 00.0% | 不變 |
| American Century Companies Inc | 497,673 | $5,606 萬 | 0.04% | +54,172+12.2% | 加碼 |
| ETF Managers Group, LLC | 496,228 | $5,575 萬 | 1.05% | −152,531−23.5% | 減碼 |
| Long Walk Management LP | 466,797 | $5,259 萬 | 39.76% | −8,000−1.7% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 466,636 | $5,257 萬 | 0.13% | −147,003−24.0% | 減碼 |
| Wolverine Asset Management LLC | 430,687 | $4,852 萬 | 0.53% | +430,687 | 新進 |
| California State Teachers Retirement System | 428,090 | $4,822 萬 | 0.06% | −22,838−5.1% | 減碼 |
| JPMorgan Chase & Co | 425,368 | $4,792 萬 | 0.01% | +90,016+26.8% | 加碼 |
| Neuberger Berman Group LLC | 414,428 | $4,656 萬 | 0.04% | −12,454−2.9% | 減碼 |
| Bamco Inc | 400,312 | $4,510 萬 | 0.10% | −8,529−2.1% | 減碼 |
| Handelsbanken Fonder AB | 357,075 | $4,022 萬 | 0.21% | +9,335+2.7% | 加碼 |
| 12 West Capital Management LP | 353,200 | $3,979 萬 | 1.81% | 00.0% | 不變 |
| National Pension Service | 347,266 | $3,912 萬 | 0.07% | −10,490−2.9% | 減碼 |
| New York State Common Retirement Fund | 343,215 | $3,866 萬 | 0.04% | −16,141−4.5% | 減碼 |
| Credit Suisse AG | 322,701 | $3,635 萬 | 0.03% | +16,329+5.3% | 加碼 |
| Parametric Portfolio Associates LLC | 307,151 | $3,460 萬 | 0.02% | −361,816−54.1% | 減碼 |
| UBS Group AG | 306,605 | $3,454 萬 | 0.01% | +94,135+44.3% | 加碼 |
| Cota Capital Management, LLC | 303,213 | $3,416 萬 | 6.07% | −190,678−38.6% | 減碼 |
| State Board of Administration of Florida Retirement System | 301,844 | $3,400 萬 | 0.07% | +892+0.3% | 加碼 |
| Rovida Advisors Inc. | 295,900 | $3,333 萬 | 1.41% | +295,900 | 新進 |
| Center Lake Capital Management, LLC | 285,000 | $3,211 萬 | 5.22% | +50,000+21.3% | 加碼 |
| Tobam | 277,094 | $3,122 萬 | 1.32% | −80,307−22.5% | 減碼 |
| ThornTree Capital Partners LP | 271,022 | $3,053 萬 | 4.92% | 00.0% | 不變 |
| HSBC Holdings PLC | 266,587 | $3,002 萬 | 0.03% | +186,111+231.3% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 256,645 | $2,891 萬 | 2.06% | −20,000−7.2% | 減碼 |
| Alliancebernstein L.P. | 249,179 | $2,807 萬 | 0.01% | −37,218−13.0% | 減碼 |
| Atika Capital Management LLC | 239,700 | $2,700 萬 | 1.92% | +3,700+1.6% | 加碼 |
| Great West Life Assurance Co | 236,928 | $2,688 萬 | 0.06% | −74,126−23.8% | 減碼 |
| Rhumbline Advisers | 236,712 | $2,667 萬 | 0.04% | +1,052+0.4% | 加碼 |
| Gabelli Funds LLC | 229,072 | $2,581 萬 | 0.17% | −4,651−2.0% | 減碼 |
| Renaissance Technologies LLC | 226,700 | $2,554 萬 | 0.03% | +226,700 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 222,979 | $2,512 萬 | 0.12% | +15,661+7.6% | 加碼 |
| Evercore Wealth Management, LLC | 222,719 | $2,509 萬 | 0.45% | +42,833+23.8% | 加碼 |
| Natixis | 216,565 | $2,440 萬 | 0.08% | +195,489+927.5% | 加碼 |
| Pathway Capital Management, LP | 213,989 | $2,411 萬 | 11.55% | +213,989 | 新進 |
| Mizuho Markets Americas LLC | 209,700 | $2,362 萬 | 1.90% | +209,700 | 新進 |
| Hamilton Lane Advisors LLC | 202,465 | $2,281 萬 | 3.82% | +106,615+111.2% | 加碼 |
| Allen Investment Management LLC | 195,490 | $2,202 萬 | 0.30% | 00.0% | 不變 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 195,413 | $2,201 萬 | 1.12% | +25,265+14.8% | 加碼 |
| Miura Global Management, LLC | 185,000 | $2,084 萬 | 3.23% | −5,000−2.6% | 減碼 |
| Vista Equity Partners Management, LLC | 184,202 | $2,075 萬 | 0.20% | +139,718+314.1% | 加碼 |
| Eaton Vance Management | 183,037 | $2,062 萬 | 0.03% | +273+0.1% | 加碼 |
| Toronto Dominion Bank | 180,111 | $2,029 萬 | 0.03% | +147,885+458.9% | 加碼 |
| Citigroup Inc | 178,171 | $2,007 萬 | 0.02% | +29,990+20.2% | 加碼 |
| KBC Group NV | 176,094 | $1,984 萬 | 0.07% | +126,108+252.3% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 175,000 | $1,971 萬 | 0.04% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 170,609 | $1,922 萬 | 0.12% | −69,555−29.0% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 167,700 | $1,889 萬 | 0.12% | +2,500+1.5% | 加碼 |
| GAM Holding AG | 166,523 | $1,876 萬 | 0.87% | −69,005−29.3% | 減碼 |
| Truxt Investmentos Ltda. | 163,400 | $1,841 萬 | 2.60% | −71,700−30.5% | 減碼 |
| Nomura Holdings Inc | 157,550 | $1,800 萬 | 0.14% | +126,990+415.5% | 加碼 |
| Dimensional Fund Advisors LP | 158,842 | $1,789 萬 | 0.01% | +17,178+12.1% | 加碼 |
| Forte Capital LLC | 158,825 | $1,789 萬 | 2.42% | −6,381−3.9% | 減碼 |
| Raymond James & Associates | 156,305 | $1,761 萬 | 0.02% | +23,303+17.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 151,752 | $1,710 萬 | 0.08% | +34,912+29.9% | 加碼 |