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 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 +850.3 萬 (+3.9%)
- 總市值
- $297.7 億
- 較 2021 年第 3 季 +$52.1 億 (+21.2%)
- 新進機構
- 145
- 另有 204 家加碼
- 清倉機構
- 81
- 另有 263 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 | 1,228 | $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 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 |
|---|---|---|---|---|---|
| AtonRa Partners | 36,895 | $485.2 萬 | 1.69% | −6,851−15.7% | 減碼 |
| Swedbank AB | 35,991 | $479.4 萬 | 0.01% | −19,889−35.6% | 減碼 |
| O'Shares Investment Advisers, LLC | 36,374 | $478.3 萬 | 0.34% | −17,091−32.0% | 減碼 |
| Tenere Capital LLC | 35,500 | $466.8 萬 | 1.85% | +35,500 | 新進 |
| Principal Financial Group Inc | 35,390 | $465.3 萬 | 0.00% | +567+1.6% | 加碼 |
| PDT Partners, LLC | 35,300 | $464.2 萬 | 0.35% | −5,101−12.6% | 減碼 |
| CFM Wealth Partners LLC | 36,715 | $463.2 萬 | 1.03% | +1,877+5.4% | 加碼 |
| ClariVest Asset Management LLC | 34,700 | $456.3 萬 | 0.14% | −400−1.1% | 減碼 |
| NN Investment Partners Holdings N.V. | 33,009 | $434.0 萬 | 0.02% | +3,163+10.6% | 加碼 |
| Ambassador Advisors, LLC | 31,841 | $418.7 萬 | 0.80% | −18,708−37.0% | 減碼 |
| IFM Investors Pty Ltd | 31,740 | $417.4 萬 | 0.08% | +2,070+7.0% | 加碼 |
| US Bancorp | 31,659 | $416.4 萬 | 0.01% | +3,999+14.5% | 加碼 |
| Victory Capital Management Inc | 31,608 | $415.6 萬 | 0.00% | −31,191−49.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 31,224 | $410.6 萬 | 0.01% | −49,588−61.4% | 減碼 |
| Soltis Investment Advisors LLC | 31,128 | $409.3 萬 | 0.58% | +668+2.2% | 加碼 |
| DekaBank Deutsche Girozentrale | 30,001 | $394.8 萬 | 0.01% | +6,416+27.2% | 加碼 |
| Raine Capital LLC | 30,000 | $394.5 萬 | 0.32% | −5,000−14.3% | 減碼 |
| Vestcor Inc | 29,830 | $392.3 萬 | 0.14% | −2,218−6.9% | 減碼 |
| Mercer Global Advisors Inc | 29,569 | $388.8 萬 | 0.02% | +5,924+25.1% | 加碼 |
| Jump Financial, LLC | 29,239 | $384.6 萬 | 0.24% | +29,239 | 新進 |
| Profund Advisors LLC | 28,233 | $371.3 萬 | 0.12% | +25,729+1,027.5% | 加碼 |
| Kestra Advisory Services, LLC | 28,184 | $370.6 萬 | 0.04% | −2,516−8.2% | 減碼 |
| Gamco Investors, Inc. Et Al | 27,715 | $364.5 萬 | 0.03% | −8,685−23.9% | 減碼 |
| Wealthfront Advisers LLC | 27,505 | $361.7 萬 | 0.02% | +1,848+7.2% | 加碼 |
| Xponance, Inc. | 27,461 | $361.1 萬 | 0.06% | −163−0.6% | 減碼 |
| Walleye Capital LLC | 26,825 | $352.7 萬 | 0.12% | +26,825 | 新進 |
| Sigma Planning Corp | 26,664 | $350.6 萬 | 0.10% | −25,069−48.5% | 減碼 |
| AE Wealth Management LLC | 26,130 | $343.6 萬 | 0.02% | −5,828−18.2% | 減碼 |
| Vident Investment Advisory, LLC | 25,989 | $341.6 萬 | 0.09% | −14−0.1% | 減碼 |
| Nissay Asset Management Corp | 25,742 | $338.5 萬 | 0.03% | +579+2.3% | 加碼 |
| Avitas Wealth Management LLC | 25,604 | $336.7 萬 | 0.56% | −3,166−11.0% | 減碼 |
| Bridgeway Capital Management, LLC | 25,420 | $334.3 萬 | 0.06% | +25,420 | 新進 |
| Hartline Investment Corp | 25,141 | $330.6 萬 | 0.45% | +25,141 | 新進 |
| Executive Wealth Management, LLC | 24,956 | $328.1 萬 | 0.33% | −12,919−34.1% | 減碼 |
| Banque Cantonale Vaudoise | 23,645 | $311.0 萬 | 0.12% | −4,477−15.9% | 減碼 |
| Heirloom Wealth Management | 33,090 | $308.7 萬 | 2.65% | +33,090 | 新進 |
| Allstate Corp | 23,457 | $308.5 萬 | 0.06% | +23,457 | 新進 |
| Viridian Ria, LLC | 23,436 | $308.2 萬 | 0.65% | +23,436 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 23,418 | $308.0 萬 | 0.01% | +21,491+1,115.3% | 加碼 |
| Polar Asset Management Partners Inc. | 23,200 | $305.1 萬 | 0.04% | +23,200 | 新進 |
| Amalgamated Bank | 23,191 | $305.0 萬 | 0.02% | +647+2.9% | 加碼 |
| STRS Ohio | 23,190 | $304.9 萬 | 0.01% | −882−3.7% | 減碼 |
| Standard Life Aberdeen plc | 23,124 | $304.0 萬 | 0.01% | −85,716−78.8% | 減碼 |
| Engineers Gate Manager LP | 23,082 | $303.5 萬 | 0.14% | +23,082 | 新進 |
| IFP Advisors, Inc | 22,409 | $297.5 萬 | 0.06% | −32,747−59.4% | 減碼 |
| D.A. Davidson & Co. | 21,935 | $288.4 萬 | 0.03% | −20−0.1% | 減碼 |
| APG Asset Management N.V. | 24,790 | $286.7 萬 | 0.00% | −6,800−21.5% | 減碼 |
| Aspiriant, LLC | 21,692 | $285.2 萬 | 0.15% | −14,123−39.4% | 減碼 |
| Davy Global Fund Management Ltd | 21,581 | $283.8 萬 | 0.44% | −15,569−41.9% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 21,000 | $279.7 萬 | 0.03% | −2,123−9.2% | 減碼 |
| Verition Fund Management LLC | 21,007 | $276.2 萬 | 0.03% | +17,596+515.9% | 加碼 |
| Achmea Investment Management B.V. | 20,958 | $275.5 萬 | 0.13% | −1,566−7.0% | 減碼 |
| Clear Harbor Asset Management, LLC | 20,812 | $273.7 萬 | 0.30% | −890−4.1% | 減碼 |
| BBR Partners, LLC | 20,610 | $271.0 萬 | 0.32% | −2,349−10.2% | 減碼 |
| Duality Advisers, LP | 20,348 | $267.6 萬 | 0.29% | +4,227+26.2% | 加碼 |
| Rafferty Asset Management, LLC | 20,323 | $267.2 萬 | 0.01% | +20,323 | 新進 |
| Blueshift Asset Management, LLC | 20,251 | $266.3 萬 | 0.23% | +17,330+593.3% | 加碼 |
| ProShare Advisors LLC | 20,054 | $263.7 萬 | 0.01% | +6,169+44.4% | 加碼 |
| Codex Capital, L.L.C. | 20,000 | $262.0 萬 | 1.36% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 19,688 | $258.9 萬 | 0.07% | 00.0% | 不變 |
| Titleist Asset Management, Ltd. | 19,532 | $256.8 萬 | 0.51% | +19,532 | 新進 |
| New York Life Investments Alternatives | 19,489 | $256.3 萬 | 1.72% | −400−2.0% | 減碼 |
| Lazard Asset Management LLC | 19,411 | $255.1 萬 | 0.00% | −1,012−5.0% | 減碼 |
| NZS Capital, LLC | 19,380 | $254.8 萬 | 0.22% | −72,744−79.0% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 18,844 | $247.8 萬 | 0.59% | +13,820+275.1% | 加碼 |
| CIBC World Markets Inc. | 18,671 | $245.5 萬 | 0.01% | +13,925+293.4% | 加碼 |
| Sepio Capital, LP | 18,207 | $239.4 萬 | 0.18% | −228−1.2% | 減碼 |
| AlphaCrest Capital Management LLC | 18,114 | $238.2 萬 | 0.09% | +13,402+284.4% | 加碼 |
| Interval Partners, LP | 18,000 | $236.7 萬 | 0.16% | +18,000 | 新進 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 17,739 | $233.3 萬 | 0.41% | +17,739 | 新進 |
| Elo Mutual Pension Insurance Co | 17,515 | $230.3 萬 | 0.06% | +1,741+11.0% | 加碼 |
| Eagle Bay Advisors LLC | 17,296 | $227.4 萬 | 1.48% | −14,022−44.8% | 減碼 |
| Grandview Asset Management LLC | 17,215 | $226.4 萬 | 0.91% | +334+2.0% | 加碼 |
| ARS Investment Partners, LLC | 17,092 | $224.8 萬 | 0.21% | −13,630−44.4% | 減碼 |
| Panagora Asset Management Inc | 16,913 | $222.4 萬 | 0.01% | −25,888−60.5% | 減碼 |
| Ieq Capital, LLC | 16,709 | $219.7 萬 | 0.05% | −5,683−25.4% | 減碼 |
| Metropolitan Life Insurance Co | 16,507 | $217.1 萬 | 0.03% | −126−0.8% | 減碼 |
| AdvisorShares Investments LLC | 16,380 | $215.4 萬 | 0.26% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 16,378 | $215.4 萬 | 0.01% | +37+0.2% | 加碼 |
| Lyell Wealth Management, LP | 16,288 | $214.2 萬 | 0.24% | +16,288 | 新進 |
| Strategic Vision Investment Ltd | 16,100 | $211.7 萬 | 5.27% | 00.0% | 不變 |
| SWS Partners | 16,016 | $210.6 萬 | 1.20% | +3,627+29.3% | 加碼 |
| Cresset Asset Management, LLC | 15,963 | $209.9 萬 | 0.02% | +14,115+763.8% | 加碼 |
| Circle Wealth Management, LLC | 15,589 | $205.0 萬 | 0.27% | +21+0.1% | 加碼 |
| Harbor Capital Advisors, Inc. | 15,532 | $204.2 萬 | 0.74% | +15,532 | 新進 |
| Robeco Institutional Asset Management B.V. | 15,363 | $202.1 萬 | 0.00% | +7,286+90.2% | 加碼 |
| Draper Asset Management, LLC | 15,082 | $198.3 萬 | 1.64% | −323−2.1% | 減碼 |
| SG3 Management, LLC | 15,000 | $197.3 萬 | 0.20% | +5,000+50.0% | 加碼 |
| Blue Barn Wealth, LLC | 14,927 | $196.3 萬 | 1.33% | −85−0.6% | 減碼 |
| Ropes Wealth Advisors LLC | 14,765 | $194.2 萬 | 0.34% | −5,494−27.1% | 減碼 |
| SEI Investments Co | 14,789 | $193.9 萬 | 0.00% | +1,717+13.1% | 加碼 |
| ExodusPoint Capital Management, LP | 14,454 | $190.1 萬 | 0.02% | +8,266+133.6% | 加碼 |
| Seven Eight Capital, LP | 14,384 | $189.1 萬 | 0.34% | +14,384 | 新進 |
| Simplify Asset Management Inc. | 14,300 | $188.0 萬 | 0.24% | +5,560+63.6% | 加碼 |
| CIBC Asset Management Inc | 14,180 | $186.5 萬 | 0.01% | +1,626+13.0% | 加碼 |
| WD Rutherford LLC | 14,095 | $185.3 萬 | 0.94% | −15−0.1% | 減碼 |
| Point72 Hong Kong Ltd | 14,018 | $184.3 萬 | 0.16% | −3,706−20.9% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,945 | $183.3 萬 | 0.04% | +12+0.1% | 加碼 |
| Independent Advisor Alliance | 13,876 | $182.5 萬 | 0.09% | −2,794−16.8% | 減碼 |
| Capital International Inc | 13,740 | $180.7 萬 | 0.02% | +13,740 | 新進 |