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。
2022 年第 1 季 13F 持有人
Cloudflare, Inc. 在 2022/3/31 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
- 641
- 較 2021 年第 4 季 −33 家
- 持有股數
- 2.34 億
- 較 2021 年第 4 季 +724.7 萬 (+3.2%)
- 總市值
- $279.6 億
- 較 2021 年第 4 季 −$18.2 億 (−6.1%)
- 新進機構
- 81
- 另有 266 家加碼
- 清倉機構
- 114
- 另有 209 家減碼
另有 7 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 29,746,093 | $35.6 億 | 0.48% | +1,215,994+4.3% | 加碼 |
| Baillie Gifford & Co | 27,133,828 | $32.5 億 | 2.28% | −1,239,135−4.4% | 減碼 |
| Vanguard Group Inc | 23,358,000 | $28.0 億 | 0.07% | +548,149+2.4% | 加碼 |
| FMR LLC | 22,448,644 | $26.9 億 | 0.21% | −6,407,780−22.2% | 減碼 |
| Capital World Investors | 17,046,464 | $20.4 億 | 0.35% | +5,698,601+50.2% | 加碼 |
| BlackRock Inc. | 15,091,856 | $18.1 億 | 0.05% | +611,459+4.2% | 加碼 |
| Sands Capital Management, LLC | 13,550,528 | $16.2 億 | 3.73% | +4,731,354+53.6% | 加碼 |
| First Trust Advisors LP | 6,448,150 | $7.72 億 | 0.79% | +1,503,125+30.4% | 加碼 |
| State Street Corp | 5,552,609 | $6.65 億 | 0.03% | +278,422+5.3% | 加碼 |
| Geode Capital Management, LLC | 3,480,517 | $4.16 億 | 0.05% | +87,403+2.6% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 3,333,070 | $3.99 億 | 3.69% | −869,719−20.7% | 減碼 |
| Allianz Asset Management GmbH | 2,894,091 | $3.46 億 | 0.27% | +2,424,830+516.7% | 加碼 |
| Franklin Resources Inc | 2,622,865 | $3.14 億 | 0.13% | −1,079,671−29.2% | 減碼 |
| Norges Bank | 2,541,484 | $3.04 億 | 0.07% | +101,220+4.1% | 加碼 |
| Legal & General Group Plc | 2,397,508 | $2.87 億 | 0.09% | +334,560+16.2% | 加碼 |
| NEA Management Company, LLC | 1,877,510 | $2.25 億 | 6.49% | 00.0% | 不變 |
| Northern Trust Corp | 1,685,204 | $2.02 億 | 0.04% | +62,004+3.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,537,914 | $1.84 億 | 0.24% | −605,747−28.3% | 減碼 |
| Two Sigma Advisers, LP | 1,519,000 | $1.82 億 | 0.48% | +719,000+89.9% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,421,354 | $1.70 億 | 0.39% | −64,751−4.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,345,721 | $1.61 億 | 0.11% | +100,732+8.1% | 加碼 |
| Renaissance Technologies LLC | 1,339,500 | $1.60 億 | 0.19% | +513,800+62.2% | 加碼 |
| Deutsche Bank AG | 1,308,411 | $1.57 億 | 0.07% | −479,157−26.8% | 減碼 |
| Swiss National Bank | 1,127,000 | $1.35 億 | 0.08% | +225,900+25.1% | 加碼 |
| Two Sigma Investments, LP | 1,070,858 | $1.28 億 | 0.39% | −710,803−39.9% | 減碼 |
| Bank of America Corp | 1,068,414 | $1.28 億 | 0.01% | −47,494−4.3% | 減碼 |
| Macquarie Group Ltd | 1,063,094 | $1.27 億 | 0.10% | +1,057,115+17,680.5% | 加碼 |
| Invesco Ltd. | 1,059,455 | $1.27 億 | 0.03% | −865,643−45.0% | 減碼 |
| Bank of New York Mellon Corp | 1,002,741 | $1.20 億 | 0.02% | −59,412−5.6% | 減碼 |
| Goldman Sachs Group Inc | 972,036 | $1.16 億 | 0.03% | +293,606+43.3% | 加碼 |
| UBS Asset Management Americas Inc | 947,636 | $1.13 億 | 0.05% | +54,824+6.1% | 加碼 |
| Royal Bank of Canada | 932,007 | $1.12 億 | 0.03% | +34,715+3.9% | 加碼 |
| ETF Managers Group, LLC | 890,674 | $1.11 億 | 2.22% | +542,687+156.0% | 加碼 |
| Charles Schwab Investment Management Inc | 856,242 | $1.02 億 | 0.03% | +27,897+3.4% | 加碼 |
| Bessemer Group Inc | 833,366 | $9,975 萬 | 0.21% | +12,148+1.5% | 加碼 |
| KBC Group NV | 825,418 | $9,880 萬 | 0.39% | +681,636+474.1% | 加碼 |
| American Century Companies Inc | 804,293 | $9,627 萬 | 0.07% | +262,347+48.4% | 加碼 |
| SW Investment Management LLC | 725,000 | $8,678 萬 | 30.43% | +125,000+20.8% | 加碼 |
| Strategy Capital LLC | 691,076 | $8,272 萬 | 9.99% | +122,003+21.4% | 加碼 |
| Nuveen Asset Management, LLC | 742,129 | $7,752 萬 | 0.03% | +26,657+3.7% | 加碼 |
| 1832 Asset Management L.P. | 643,700 | $7,605 萬 | 0.12% | +643,695+12,873,900.0% | 加碼 |
| Polar Capital Holdings Plc | 587,006 | $7,027 萬 | 0.32% | +587,006 | 新進 |
| Amundi | 604,682 | $6,794 萬 | 0.05% | +344,319+132.2% | 加碼 |
| Bank of Montreal | 514,413 | $6,626 萬 | 0.04% | +19,927+4.0% | 加碼 |
| Nikko Asset Management Americas, Inc. | 547,934 | $6,590 萬 | 0.48% | +240,167+78.0% | 加碼 |
| California Public Employees Retirement System | 531,816 | $6,366 萬 | 0.05% | −206,977−28.0% | 減碼 |
| Bamco Inc | 509,930 | $6,104 萬 | 0.15% | +91,895+22.0% | 加碼 |
| Millennium Management LLC | 507,181 | $6,071 萬 | 0.07% | −77,588−13.3% | 減碼 |
| Alfreton Capital LLP | 500,000 | $5,985 萬 | 39.73% | +500,000 | 新進 |
| Personal Capital Advisors Corp | 453,519 | $5,429 萬 | 0.25% | −5,729−1.2% | 減碼 |
| California State Teachers Retirement System | 432,789 | $5,181 萬 | 0.07% | +2,173+0.5% | 加碼 |
| SQN Investors LP | 397,486 | $4,758 萬 | 5.34% | −127,171−24.2% | 減碼 |
| Neuberger Berman Group LLC | 395,462 | $4,734 萬 | 0.04% | −24,045−5.7% | 減碼 |
| National Pension Service | 387,777 | $4,642 萬 | 0.08% | +90,123+30.3% | 加碼 |
| Citigroup Inc | 385,877 | $4,619 萬 | 0.05% | +57,602+17.5% | 加碼 |
| Citadel Advisors LLC | 378,419 | $4,530 萬 | 0.05% | −704,227−65.0% | 減碼 |
| Peregrine Capital Management LLC | 370,552 | $4,436 萬 | 1.05% | +370,552 | 新進 |
| Parametric Portfolio Associates LLC | 360,640 | $4,317 萬 | 0.02% | −8,499−2.3% | 減碼 |
| La Financiere de L'Echiquier | 346,700 | $4,150 萬 | 1.71% | −17,600−4.8% | 減碼 |
| Jane Street Group, LLC | 339,299 | $4,061 萬 | 0.08% | +153,515+82.6% | 加碼 |
| Cota Capital Management, LLC | 336,770 | $4,031 萬 | 8.51% | −10,009−2.9% | 減碼 |
| New York State Common Retirement Fund | 335,366 | $4,014 萬 | 0.04% | −2,667−0.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 303,440 | $3,632 萬 | 0.07% | −2,416−0.8% | 減碼 |
| Federated Hermes, Inc. | 300,757 | $3,600 萬 | 0.08% | −106,947−26.2% | 減碼 |
| Ameriprise Financial Inc | 295,206 | $3,474 萬 | 0.01% | +14,408+5.1% | 加碼 |
| Whetstone Capital Advisors, LLC | 290,065 | $3,472 萬 | 11.73% | −163,402−36.0% | 減碼 |
| Long Walk Management LP | 290,000 | $3,471 萬 | 27.24% | +4,000+1.4% | 加碼 |
| Wells Fargo & Company | 277,041 | $3,316 萬 | 0.01% | +10,574+4.0% | 加碼 |
| Privium Fund Management B.V. | 265,435 | $3,177 萬 | 7.16% | +43,000+19.3% | 加碼 |
| Barclays PLC | 261,952 | $3,135 萬 | 0.03% | +261,952 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 260,860 | $3,123 萬 | 0.12% | +60,111+29.9% | 加碼 |
| UBS Group AG | 253,928 | $3,040 萬 | 0.01% | −76,577−23.2% | 減碼 |
| Center Lake Capital Management, LLC | 250,000 | $2,993 萬 | 5.57% | +65,000+35.1% | 加碼 |
| Credit Suisse AG | 247,578 | $2,964 萬 | 0.03% | −11,864−4.6% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 245,777 | $2,942 萬 | 0.12% | +121,228+97.3% | 加碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 244,337 | $2,925 萬 | 1.46% | +88,362+56.7% | 加碼 |
| Berkshire Capital Holdings Inc | 240,870 | $2,883 萬 | 5.89% | +240,860+2,408,600.0% | 加碼 |
| Great West Life Assurance Co | 227,843 | $2,849 萬 | 0.06% | −26,964−10.6% | 減碼 |
| Alliancebernstein L.P. | 236,857 | $2,835 萬 | 0.01% | +29,138+14.0% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 236,645 | $2,833 萬 | 2.64% | −30,000−11.3% | 減碼 |
| Rhumbline Advisers | 233,717 | $2,798 萬 | 0.04% | −15,181−6.1% | 減碼 |
| Atika Capital Management LLC | 219,000 | $2,622 萬 | 2.50% | −15,700−6.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 212,774 | $2,547 萬 | 0.03% | −623,462−74.6% | 減碼 |
| Envestnet Asset Management Inc | 197,381 | $2,363 萬 | 0.01% | +139,243+239.5% | 加碼 |
| Gabelli Funds LLC | 196,383 | $2,351 萬 | 0.15% | +50,164+34.3% | 加碼 |
| Allen Investment Management LLC | 195,490 | $2,340 萬 | 0.31% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 185,767 | $2,224 萬 | 0.05% | +32,875+21.5% | 加碼 |
| Eaton Vance Management | 183,142 | $2,192 萬 | 0.03% | +102+0.1% | 加碼 |
| HSBC Holdings PLC | 177,492 | $2,173 萬 | 0.03% | −66,675−27.3% | 減碼 |
| Dimensional Fund Advisors LP | 181,514 | $2,173 萬 | 0.01% | +17,681+10.8% | 加碼 |
| Evercore Wealth Management, LLC | 174,824 | $2,093 萬 | 0.37% | −4,570−2.5% | 減碼 |
| 12 West Capital Management LP | 165,000 | $1,975 萬 | 1.20% | 00.0% | 不變 |
| Mn Services Vermogensbeheer B.V. | 160,500 | $1,921 萬 | 0.13% | −11,500−6.7% | 減碼 |
| Janus Henderson Group PLC | 157,993 | $1,891 萬 | 0.01% | −178,907−53.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 154,415 | $1,848 萬 | 0.06% | +14,973+10.7% | 加碼 |
| Alberta Investment Management Corp | 154,359 | $1,848 萬 | 0.11% | 00.0% | 不變 |
| JPMorgan Chase & Co | 154,023 | $1,844 萬 | 0.00% | +19,126+14.2% | 加碼 |
| Forte Capital LLC | 139,285 | $1,832 萬 | 2.32% | −500−0.4% | 減碼 |
| RPG Investment Advisory, LLC | 148,389 | $1,776 萬 | 2.90% | +36,850+33.0% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 147,628 | $1,767 萬 | 0.17% | 00.0% | 不變 |