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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 季與 2021 年第 3 季比較

持有 Cloudflare, Inc. 的機構從 2021 年第 3 季到 2021 年第 4 季的變化。

2021 年第 4 季全部持有人2021 年第 3 季全部持有人

NET 的 13F 持有人:2021 年第 3 季與 2021 年第 4 季比較
項目2021 年第 3 季其中尚未申報 2021 年第 4 季2021 年第 4 季變化
持有家數6203681+64
股數2.18 億1.49 萬2.27 億+865.2 萬 (+4.0%)
市值$245.6 億$167.3 萬$298.0 億+$52.3 億 (+21.3%)

3 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(145 家)

2021 年第 4 季季末持有 Cloudflare, Inc.、2021 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 145 家。

2021 年第 4 季新進 NET 的機構
機構股數市值佔組合 %
Two Sigma Investments, LP1,781,661$2.34 億0.57%
Whale Rock Capital Management LLC1,130,399$1.49 億1.26%
Allspring Global Investments Holdings, LLC836,236$1.10 億0.12%
Two Sigma Advisers, LP800,000$1.05 億0.26%
Lord, Abbett & Co. LLC371,938$4,891 萬0.11%
Privium Fund Management B.V.222,435$2,963 萬5.90%
Worldquant Millennium Advisors LLC184,619$2,428 萬0.48%
Sander Capital Advisors Inc112,179$1,475 萬5.95%
Schonfeld Strategic Advisors LLC104,400$1,373 萬0.13%
Prospera Financial Services Inc71,514$940.4 萬0.41%
Armistice Capital, LLC69,000$907.4 萬0.22%
Ergoteles LLC59,883$787.5 萬0.31%
Caisse de Depot Et Placement du Quebec50,300$661.4 萬0.01%
LGT Group Foundation49,314$648.5 萬0.17%
Aigen Investment Management, LP43,380$609.5 萬0.37%
Kames Capital plc44,206$581.3 萬0.07%
Squarepoint Ops LLC41,466$545.3 萬0.03%
Hampton Road Capital Management LP37,930$498.8 萬1.75%
Tenere Capital LLC35,500$466.8 萬1.85%
Jump Financial, LLC29,239$384.6 萬0.24%
Walleye Capital LLC26,825$352.7 萬0.12%
Bridgeway Capital Management, LLC25,420$334.3 萬0.06%
Hartline Investment Corp25,141$330.6 萬0.45%
Heirloom Wealth Management33,090$308.7 萬2.65%
Allstate Corp23,457$308.5 萬0.06%
Viridian Ria, LLC23,436$308.2 萬0.65%
Polar Asset Management Partners Inc.23,200$305.1 萬0.04%
Engineers Gate Manager LP23,082$303.5 萬0.14%
Rafferty Asset Management, LLC20,323$267.2 萬0.01%
Titleist Asset Management, Ltd.19,532$256.8 萬0.51%
Interval Partners, LP18,000$236.7 萬0.16%
Livingston Group Asset Management CO (operating as Southport Capital Management)17,739$233.3 萬0.41%
Lyell Wealth Management, LP16,288$214.2 萬0.24%
Harbor Capital Advisors, Inc.15,532$204.2 萬0.74%
Seven Eight Capital, LP14,384$189.1 萬0.34%
Capital International Inc13,740$180.7 萬0.02%
Dynamic Technology Lab Private Ltd12,997$170.9 萬0.19%
Marshall Wace, LLP11,581$152.3 萬0.00%
Crawford Lake Capital Management, LLC11,541$151.8 萬0.63%
Capital International Ltd10,848$142.7 萬0.07%
Impax Asset Management Group plc10,685$140.5 萬0.01%
M&G Investment Management Ltd10,282$135.7 萬0.00%
Crestone Asset Management LLC10,275$135.1 萬0.27%
Afg Fiduciary Services Limited Partnership9,476$124.6 萬0.88%
National Bank of Canada9,077$119.3 萬0.01%
Van Eck Associates Corp8,197$107.8 萬0.00%
New Millennium Group LLC7,345$96.6 萬0.73%
FORA Capital, LLC7,324$96.3 萬0.37%
Boulder Hill Capital Management LP7,300$96.0 萬0.93%
CloudAlpha Capital Management Limited/Hong Kong7,000$92.0 萬1.08%
Malaga Cove Capital, LLC6,184$81.3 萬0.32%
Perpetual Investment Management Ltd6,000$78.9 萬0.09%
Nauset Wealth Management. LLC5,821$76.5 萬0.73%
Astrantus Ltd5,796$76.2 萬0.57%
Cutler Group LP5,397$70.9 萬0.05%
Capital International Sarl5,322$70.0 萬0.03%
Wellington Management Group LLP5,243$68.9 萬0.00%
Black Swift Group, LLC5,000$65.8 萬0.27%
Graham Capital Management, L.P.4,746$62.4 萬0.03%
Banco Bilbao Vizcaya Argentaria, S.A.4,642$62.1 萬0.01%
B. Metzler seel. Sohn & Co. AG4,347$57.9 萬0.01%
Seaport Global Advisors, LLC4,126$54.3 萬0.73%
Hill Island Financial LLC3,997$52.6 萬0.19%
Prelude Capital Management, LLC3,883$51.1 萬0.03%
WMG Financial Advisors, LLC3,700$48.7 萬0.38%
Yousif Capital Management, LLC3,662$48.2 萬0.00%
TD Waterhouse Canada Inc.4,023$47.9 萬0.00%
Two Sigma Securities, LLC3,430$45.1 萬0.09%
Teza Capital Management LLC3,420$45.0 萬0.12%
Synergy Financial Group, LTD3,421$45.0 萬0.40%
Oak Thistle LLC3,410$44.8 萬0.35%
Caxton Associates LP3,188$41.9 萬0.05%
Ashton Thomas Private Wealth, LLC3,109$40.9 萬0.04%
Householder Group Estate & Retirement Specialist, LLC2,964$39.0 萬0.15%
City State Bank2,510$33.0 萬0.20%
Independent Financial Group, LLC2,415$31.8 萬0.03%
Bayesian Capital Management, LP2,400$31.6 萬0.10%
Forum Financial Management, LP–$31.3 萬0.02%
CWM, LLC2,290$30.1 萬0.00%
Institute for Wealth Management, LLC.2,235$29.4 萬0.05%
LGT Fund Management Co Ltd.2,200$28.9 萬0.08%
ASB Consultores, LLC2,164$28.5 萬0.14%
Wedbush Securities Inc2,106$27.7 萬0.01%
Thrive Wealth Management, LLC2,006$26.4 萬0.09%
Diversified Trust Co1,997$26.3 萬0.01%
Evoke Wealth, LLC1,975$26.0 萬0.01%
Capital Wealth Planning, LLC1,911$25.2 萬0.01%
Engine No. 1 LLC1,874$24.6 萬0.05%
NinePointTwo Capital1,813$23.8 萬0.08%
Gsa Capital Partners LLP1,788$23.5 萬0.03%
Thoroughbred Financial Services, LLC1,678$22.0 萬0.05%
Lombard Odier Asset Management (Switzerland) SA1,637$21.5 萬0.01%
Sender Co & Partners, Inc.1,629$21.4 萬0.14%
Pinnacle Private Wealth, LLC1,615$21.2 萬0.07%
Atlas Brown,Inc.1,600$21.0 萬0.08%
Cerity Partners LLC1,573$20.9 萬0.00%
Bridgewater Advisors Inc.1,551$20.4 萬0.04%
Almanack Investment Partners, LLC.1,544$20.3 萬0.02%
SeaCrest Wealth Management, LLC1,543$20.3 萬0.02%
Pacific Wealth Strategies Group, Inc.1,535$20.2 萬0.07%

清倉機構(81 家)

2021 年第 3 季季末持有 Cloudflare, Inc.、2021 年第 4 季有申報但已經沒有持有的機構。

2021 年第 4 季清倉 NET 的機構
機構2021 年第 3 季股數2021 年第 3 季市值
Pathway Capital Management, LP213,989$2,411 萬
GAM Holding AG166,523$1,876 萬
Truxt Investmentos Ltda.163,400$1,841 萬
Fred Alger Management, LLC150,733$1,698 萬
AO Asset Management, LP125,000$1,408 萬
StepStone Group LP115,395$1,300 萬
Adams Street Partners LLC109,104$1,229 萬
Mission Creek Capital Partners, Inc.105,124$1,184 萬
Ma Investment Partnership, LP100,000$1,127 萬
AlpInvest Partners B.V.75,005$844.9 萬
Strategic Wealth Advisors Group, LLC65,034$732.6 萬
HarbourVest Partners LLC65,004$732.3 萬
Brevan Howard Capital Management LP51,390$578.9 萬
Pinkerton Retirement Specialists, LLC51,372$578.7 萬
Polar Capital Holdings Plc50,053$563.8 萬
Clal Insurance Enterprises Holdings Ltd50,000$563.2 萬
Totem Point Management, LLC47,239$532.1 萬
AMP Capital Investors Ltd44,785$504.5 萬
Simplex Trading, LLC40,516$422.9 萬
Piershale Financial Group, Inc.33,689$379.5 萬
Light Street Capital Management, LLC27,700$312.0 萬
Wealthstar Advisors, LLC26,662$300.4 萬
Brookstone Capital Management18,441$294.0 萬
Delta Investment Management, LLC21,325$240.2 萬
Graticule Asia Macro Advisors LLC17,850$201.1 萬
Holocene Advisors, LP17,242$194.2 萬
Capital Impact Advisors, LLC16,834$189.6 萬
Twin Tree Management, LP14,704$165.6 萬
Ramiah Investment Group14,482$163.1 萬
Mutual Advisors, LLC13,704$154.4 萬
CX Institutional12,504$140.9 萬
Davide Leone & Partners Investment Co Ltd.11,350$127.9 萬
Fortis Capital Management LLC10,020$112.9 萬
Martingale Asset Management L P8,866$99.9 萬
First Heartland Consultants, Inc.8,069$90.9 萬
Mark Stevens7,987$90.0 萬
Oxinas Partners Wealth Management LLC7,340$82.7 萬
Brown Advisory Inc7,092$79.9 萬
Camarda Financial Advisors, LLC6,424$72.4 萬
EWG Elevate Inc.5,886$66.3 萬
Barber Financial Group, Inc.5,421$61.1 萬
Sciencast Management LP3,928$61.0 萬
Cornerstone Partners Capital Management, LLC5,180$58.4 萬
K.J. Harrison & Partners Inc4,000$45.3 萬
Level Four Advisory Services, LLC3,925$44.2 萬
Quilter Plc3,706$41.8 萬
IHT Wealth Management, LLC3,446$38.8 萬
Calton & Associates, Inc.3,372$37.9 萬
Johnson Midwest Financial, LLC3,159$35.6 萬
SkyOak Wealth, LLC3,049$34.3 萬
Commerzbank Aktiengesellschaft3,000$33.8 萬
Vigilare Wealth Management2,915$32.8 萬
Meristem Family Wealth, LLC2,651$29.9 萬
Winton Group Ltd2,623$29.5 萬
Koss-Olinger Consulting, LLC2,520$28.4 萬
O'Neil Global Advisors, Inc.2,506$28.2 萬
First Pacific Advisors, LP2,473$27.9 萬
DFPG Investments, LLC1,569$25.9 萬
Sawtooth Solutions, LLC2,250$25.3 萬
Galvin, Gaustad & Stein, LLC2,167$24.4 萬
Gladstone Institutional Advisory LLC2,118$23.9 萬
Full Sail Capital, LLC2,000$22.5 萬
Compagnie Lombard Odier SCmA1,900$21.4 萬
Gerber Kawasaki Wealth & Investment Management1,381$15.5 萬
Brewin Dolphin Ltd1,366$15.4 萬
O'Shaughnessy Asset Management, LLC1,191$13.4 萬
Jacobi Capital Management LLC882$9.90 萬
Atticus Wealth Management, LLC727$8.20 萬
Pinz Capital Management, LP600$6.70 萬
Arkadios Wealth Advisors417$4.60 萬
Global Retirement Partners, LLC165$1.90 萬
Pacitti Group Inc.100$1.10 萬
Meridian Wealth Partners, LLC81$9,000
Syverson Strege & Co40$5,000
Agf Investments Inc.33$4,000
Liberty Wealth Management LLC16$3,000
Better Money Decisions, LLC29$3,000
Newton One Investments LLC18$2,000
Kowal Investment Group, LLC21$2,000
Farmers & Merchants Investments Inc5$1,000
Firestone Capital Management10$1,000

尚未申報 2021 年第 4 季的機構(3 家)

2021 年第 3 季季末持有 Cloudflare, Inc.、還沒有申報 2021 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 3 季持有 NET、尚未申報 2021 年第 4 季的機構
機構2021 年第 3 季股數2021 年第 3 季市值
Berman Capital Advisors, LLC7,483$84.2 萬
World Asset Management Inc3,690$41.6 萬
B. Metzler seel. Sohn & Co. Holding AG3,688$41.5 萬