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 4 季 13F 持有人
Cloudflare, Inc. 在 2021/12/31 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
- 681
- 較 2021 年第 3 季 +64 家
- 持有股數
- 2.27 億
- 較 2021 年第 3 季 +865.2 萬 (+4.0%)
- 總市值
- $298.0 億
- 較 2021 年第 3 季 +$52.3 億 (+21.3%)
- 新進機構
- 145
- 另有 206 家加碼
- 清倉機構
- 81
- 另有 262 家減碼
另有 3 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 28,856,424 | $37.9 億 | 0.28% | −2,146,309−6.9% | 減碼 |
| Morgan Stanley | 28,530,099 | $37.5 億 | 0.46% | +619,334+2.2% | 加碼 |
| Baillie Gifford & Co | 28,372,963 | $37.3 億 | 2.05% | −1,361,979−4.6% | 減碼 |
| Vanguard Group Inc | 22,809,851 | $30.0 億 | 0.07% | +920,313+4.2% | 加碼 |
| BlackRock Inc. | 14,480,397 | $19.0 億 | 0.05% | −1,445,936−9.1% | 減碼 |
| Capital World Investors | 11,347,863 | $14.9 億 | 0.24% | +8,661,214+322.4% | 加碼 |
| Sands Capital Management, LLC | 8,819,174 | $11.6 億 | 2.15% | +495,797+6.0% | 加碼 |
| State Street Corp | 5,274,187 | $6.94 億 | 0.03% | +81,860+1.6% | 加碼 |
| First Trust Advisors LP | 4,945,025 | $6.50 億 | 0.63% | +2,386,240+93.3% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 4,202,789 | $5.53 億 | 3.15% | −176,589−4.0% | 減碼 |
| Franklin Resources Inc | 3,702,536 | $4.87 億 | 0.18% | +1,315,670+55.1% | 加碼 |
| Geode Capital Management, LLC | 3,393,114 | $4.46 億 | 0.05% | +256,811+8.2% | 加碼 |
| Norges Bank | 2,440,264 | $3.21 億 | 0.07% | −1,684,803−40.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 2,143,661 | $2.82 億 | 0.34% | +1,198,382+126.8% | 加碼 |
| Legal & General Group Plc | 2,062,948 | $2.71 億 | 0.08% | −101,529−4.7% | 減碼 |
| Invesco Ltd. | 1,925,098 | $2.53 億 | 0.06% | +808,586+72.4% | 加碼 |
| NEA Management Company, LLC | 1,877,510 | $2.47 億 | 4.99% | +987,751+111.0% | 加碼 |
| Deutsche Bank AG | 1,787,568 | $2.35 億 | 0.11% | +79,963+4.7% | 加碼 |
| Two Sigma Investments, LP | 1,781,661 | $2.34 億 | 0.57% | +1,781,661 | 新進 |
| Northern Trust Corp | 1,623,200 | $2.13 億 | 0.03% | +11,901+0.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,486,105 | $1.95 億 | 0.40% | −156,653−9.5% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,244,989 | $1.64 億 | 0.10% | −68,543−5.2% | 減碼 |
| Whale Rock Capital Management LLC | 1,130,399 | $1.49 億 | 1.26% | +1,130,399 | 新進 |
| Bank of America Corp | 1,115,908 | $1.47 億 | 0.02% | −239,728−17.7% | 減碼 |
| Citadel Advisors LLC | 1,082,646 | $1.42 億 | 0.15% | +254,776+30.8% | 加碼 |
| Bank of New York Mellon Corp | 1,062,153 | $1.40 億 | 0.03% | +42,368+4.2% | 加碼 |
| Swiss National Bank | 901,100 | $1.18 億 | 0.07% | −10,800−1.2% | 減碼 |
| Royal Bank of Canada | 897,292 | $1.18 億 | 0.03% | −167,856−15.8% | 減碼 |
| UBS Asset Management Americas Inc | 892,812 | $1.17 億 | 0.04% | +52,284+6.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 836,236 | $1.10 億 | 0.12% | +836,236 | 新進 |
| Charles Schwab Investment Management Inc | 828,345 | $1.09 億 | 0.03% | +47,405+6.1% | 加碼 |
| Renaissance Technologies LLC | 825,700 | $1.09 億 | 0.14% | +599,000+264.2% | 加碼 |
| Bessemer Group Inc | 821,218 | $1.08 億 | 0.22% | +167,030+25.5% | 加碼 |
| Two Sigma Advisers, LP | 800,000 | $1.05 億 | 0.26% | +800,000 | 新進 |
| California Public Employees Retirement System | 738,793 | $9,715 萬 | 0.07% | −833,932−53.0% | 減碼 |
| Nuveen Asset Management, LLC | 715,472 | $9,408 萬 | 0.03% | −81,406−10.2% | 減碼 |
| Goldman Sachs Group Inc | 678,430 | $8,921 萬 | 0.02% | −325,462−32.4% | 減碼 |
| SW Investment Management LLC | 600,000 | $7,890 萬 | 26.85% | +50,000+9.1% | 加碼 |
| Millennium Management LLC | 584,769 | $7,690 萬 | 0.08% | +566,630+3,123.8% | 加碼 |
| Strategy Capital LLC | 569,073 | $7,483 萬 | 7.08% | +41,115+7.8% | 加碼 |
| American Century Companies Inc | 541,946 | $7,127 萬 | 0.05% | +44,273+8.9% | 加碼 |
| SQN Investors LP | 524,657 | $6,899 萬 | 4.52% | 00.0% | 不變 |
| Bank of Montreal | 494,486 | $6,603 萬 | 0.04% | −479,122−49.2% | 減碼 |
| Allianz Asset Management GmbH | 469,261 | $6,171 萬 | 0.04% | −921,747−66.3% | 減碼 |
| Personal Capital Advisors Corp | 459,248 | $6,039 萬 | 0.28% | −148,479−24.4% | 減碼 |
| Whetstone Capital Advisors, LLC | 453,467 | $5,963 萬 | 12.22% | −48,025−9.6% | 減碼 |
| California State Teachers Retirement System | 430,616 | $5,663 萬 | 0.07% | +2,526+0.6% | 加碼 |
| Neuberger Berman Group LLC | 419,507 | $5,501 萬 | 0.04% | +5,079+1.2% | 加碼 |
| Bamco Inc | 418,035 | $5,497 萬 | 0.12% | +17,723+4.4% | 加碼 |
| Federated Hermes, Inc. | 407,704 | $5,361 萬 | 0.10% | −545,792−57.2% | 減碼 |
| Lord, Abbett & Co. LLC | 371,938 | $4,891 萬 | 0.11% | +371,938 | 新進 |
| Ardevora Asset Management LLP | 371,600 | $4,887 萬 | 0.52% | −183,900−33.1% | 減碼 |
| Parametric Portfolio Associates LLC | 369,139 | $4,854 萬 | 0.02% | +61,988+20.2% | 加碼 |
| La Financiere de L'Echiquier | 364,300 | $4,791 萬 | 1.61% | −229,700−38.7% | 減碼 |
| ETF Managers Group, LLC | 347,987 | $4,635 萬 | 0.92% | −148,241−29.9% | 減碼 |
| Rovida Advisors Inc. | 351,400 | $4,621 萬 | 2.07% | +55,500+18.8% | 加碼 |
| Cota Capital Management, LLC | 346,779 | $4,560 萬 | 7.81% | +43,566+14.4% | 加碼 |
| Voloridge Investment Management, LLC | 341,989 | $4,497 萬 | 0.25% | +207,870+155.0% | 加碼 |
| New York State Common Retirement Fund | 338,033 | $4,445 萬 | 0.04% | −5,182−1.5% | 減碼 |
| Janus Henderson Group PLC | 336,900 | $4,430 萬 | 0.02% | +293,242+671.7% | 加碼 |
| UBS Group AG | 330,505 | $4,346 萬 | 0.02% | +23,900+7.8% | 加碼 |
| Citigroup Inc | 328,275 | $4,317 萬 | 0.04% | +150,104+84.2% | 加碼 |
| Hitchwood Capital Management LP | 325,000 | $4,274 萬 | 2.00% | −175,000−35.0% | 減碼 |
| Wolverine Asset Management LLC | 320,411 | $4,213 萬 | 0.50% | −110,276−25.6% | 減碼 |
| Nikko Asset Management Americas, Inc. | 307,767 | $4,081 萬 | 0.21% | −314,304−50.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 305,856 | $4,022 萬 | 0.07% | +4,012+1.3% | 加碼 |
| National Pension Service | 297,654 | $3,914 萬 | 0.07% | −49,612−14.3% | 減碼 |
| Long Walk Management LP | 286,000 | $3,761 萬 | 25.67% | −180,797−38.7% | 減碼 |
| Ameriprise Financial Inc | 280,798 | $3,606 萬 | 0.01% | +208,132+286.4% | 加碼 |
| ThornTree Capital Partners LP | 271,022 | $3,564 萬 | 6.90% | 00.0% | 不變 |
| Optimus Prime Fund Management Co., Ltd. | 266,645 | $3,506 萬 | 2.14% | +10,000+3.9% | 加碼 |
| Wells Fargo & Company | 266,467 | $3,504 萬 | 0.01% | −1,228,391−82.2% | 減碼 |
| Susquehanna International Group, LLP | 264,088 | $3,473 萬 | 0.03% | +174,200+193.8% | 加碼 |
| Credit Suisse AG | 259,442 | $3,412 萬 | 0.03% | −63,259−19.6% | 減碼 |
| Great West Life Assurance Co | 254,807 | $3,346 萬 | 0.07% | +17,879+7.5% | 加碼 |
| Rhumbline Advisers | 248,898 | $3,273 萬 | 0.04% | +12,186+5.1% | 加碼 |
| HSBC Holdings PLC | 244,167 | $3,229 萬 | 0.03% | −22,420−8.4% | 減碼 |
| Atika Capital Management LLC | 234,700 | $3,086 萬 | 2.52% | −5,000−2.1% | 減碼 |
| Privium Fund Management B.V. | 222,435 | $2,963 萬 | 5.90% | +222,435 | 新進 |
| Ensign Peak Advisors, Inc | 215,271 | $2,831 萬 | 0.05% | +103,402+92.4% | 加碼 |
| Alliancebernstein L.P. | 207,719 | $2,732 萬 | 0.01% | −41,460−16.6% | 減碼 |
| Amundi | 260,363 | $2,577 萬 | 0.02% | +112,881+76.5% | 加碼 |
| Allen Investment Management LLC | 195,490 | $2,571 萬 | 0.32% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 200,749 | $2,533 萬 | 0.10% | −22,230−10.0% | 減碼 |
| Jane Street Group, LLC | 185,784 | $2,443 萬 | 0.05% | +147,043+379.6% | 加碼 |
| Center Lake Capital Management, LLC | 185,000 | $2,433 萬 | 4.27% | −100,000−35.1% | 減碼 |
| Worldquant Millennium Advisors LLC | 184,619 | $2,428 萬 | 0.48% | +184,619 | 新進 |
| Eaton Vance Management | 183,040 | $2,407 萬 | 0.03% | +30.0% | 加碼 |
| Evercore Wealth Management, LLC | 179,394 | $2,359 萬 | 0.38% | −43,325−19.5% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 175,000 | $2,301 萬 | 0.05% | 00.0% | 不變 |
| Mn Services Vermogensbeheer B.V. | 172,000 | $2,262 萬 | 0.13% | +4,300+2.6% | 加碼 |
| 12 West Capital Management LP | 165,000 | $2,170 萬 | 0.96% | −188,200−53.3% | 減碼 |
| Dimensional Fund Advisors LP | 163,833 | $2,155 萬 | 0.01% | +4,991+3.1% | 加碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 155,975 | $2,051 萬 | 0.94% | −39,438−20.2% | 減碼 |
| Alberta Investment Management Corp | 154,359 | $2,030 萬 | 0.12% | +27,116+21.3% | 加碼 |
| State of Wisconsin Investment Board | 152,892 | $2,011 萬 | 0.04% | +27,871+22.3% | 加碼 |
| Vista Equity Partners Management, LLC | 151,339 | $1,990 萬 | 0.15% | −32,863−17.8% | 減碼 |
| Tobam | 149,215 | $1,962 萬 | 0.88% | −127,879−46.2% | 減碼 |
| Qube Research & Technologies Ltd | 148,802 | $1,957 萬 | 0.15% | +57,275+62.6% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 147,628 | $1,941 萬 | 0.17% | 00.0% | 不變 |