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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 1,228 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。

2022 年第 1 季與 2021 年第 4 季比較

持有 Cloudflare, Inc. 的機構從 2021 年第 4 季到 2022 年第 1 季的變化。

2022 年第 1 季全部持有人2021 年第 4 季全部持有人

NET 的 13F 持有人:2021 年第 4 季與 2022 年第 1 季比較
項目2021 年第 4 季其中尚未申報 2022 年第 1 季2022 年第 1 季變化
持有家數6817641−33
股數2.27 億10.4 萬2.34 億+739.1 萬 (+3.3%)
市值$297.7 億$1,374 萬$279.6 億−$18.0 億 (−6.0%)

7 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(81 家)

2022 年第 1 季季末持有 Cloudflare, Inc.、2021 年第 4 季季末沒有持有的機構。

2022 年第 1 季新進 NET 的機構
機構股數市值佔組合 %
Polar Capital Holdings Plc587,006$7,027 萬0.41%
Alfreton Capital LLP500,000$5,985 萬39.73%
Peregrine Capital Management LLC370,552$4,436 萬1.05%
Barclays PLC261,952$3,135 萬0.03%
GAM Holding AG130,391$1,561 萬0.77%
Jag Capital Management, LLC212,623$1,494 萬1.49%
Fred Alger Management, LLC120,121$1,438 萬0.05%
Bridgewater Associates, LP115,842$1,387 萬0.06%
Alpha Square Group S, LLC71,600$857.1 萬1.16%
Freemont Management S.A.58,900$705.0 萬1.06%
Grandeur Peak Global Advisors, LLC39,569$473.6 萬0.22%
Hidden Lake Asset Management LP38,270$458.1 萬2.10%
Avalon Global Asset Management LLC35,000$419.0 萬1.57%
Taylor Frigon Capital Management LLC31,515$377.2 萬1.40%
Amalgamated Financial Corp.29,177$349.2 萬0.03%
Liberty Mutual Group Asset Management Inc.28,010$335.3 萬0.12%
Financial Engines Advisors L.L.C.22,160$265.3 萬0.01%
Apollo Management Holdings, L.P.18,118$216.9 萬0.01%
MetLife Investment Management16,288$195.0 萬0.01%
Nisa Investment Advisors, LLC14,100$168.8 萬0.01%
Alpha DNA Investment Management LLC11,218$134.1 萬0.95%
Twin Capital Management Inc9,970$119.3 萬0.13%
Simplex Trading, LLC9,952$119.1 萬0.04%
Corton Capital Inc.9,767$116.9 萬0.51%
Atria Wealth Solutions, Inc.8,731$104.5 萬0.02%
Delphia (USA) Inc.6,995$83.7 萬0.63%
Canvas Wealth Advisors, LLC9,110$81.7 萬0.30%
Graypoint LLC5,380$64.4 萬0.06%
Gotham Asset Management, LLC4,955$59.3 萬0.02%
Level Four Advisory Services, LLC4,713$56.4 萬0.04%
Jeneq Management, LP4,400$52.7 萬0.14%
Aquatic Capital Management LLC4,300$51.5 萬0.77%
Capital Impact Advisors, LLC4,273$51.1 萬0.37%
MBM Wealth Consultants, LLC4,234$50.7 萬0.21%
Icapital Wealth LLC4,340$48.8 萬0.20%
Synovus Financial Corp3,667$43.9 萬0.00%
Aj Wealth Strategies, LLC3,403$40.7 萬0.02%
HRT Financial LP2,962$35.4 萬0.00%
Quantamental Technologies LLC2,873$34.4 萬0.20%
Procyon Private Wealth Partners, LLC2,828$33.9 萬0.07%
Vahanian & Associates Financial Planning Inc.2,778$33.3 萬0.77%
Candriam Luxembourg S.C.A.2,650$31.7 萬0.00%
Aaron Wealth Advisors36,269$30.3 萬0.01%
Fund Management at Engine No. 1 LLC2,350$28.1 萬0.07%
Money Concepts Capital Corp2,237$26.8 萬0.02%
Western Wealth Management, LLC2,225$26.6 萬0.01%
Fortis Capital Management LLC2,163$25.9 萬0.13%
Fiduciary Trust Co2,000$23.9 萬0.00%
Full Sail Capital, LLC2,000$23.9 萬0.02%
Bridgefront Capital, LLC1,849$22.1 萬0.27%
Sawtooth Solutions, LLC1,794$21.5 萬0.03%
Crossmark Global Holdings, Inc.1,790$21.5 萬0.00%
Banque Pictet & Cie SA1,728$20.7 萬0.00%
Ancora Advisors, LLC1,506$18.0 萬0.00%
Twin Tree Management, LP1,029$12.3 萬0.00%
Belmont Capital, LLC1,000$12.0 萬0.12%
TCWP LLC626$7.40 萬0.01%
San Luis Wealth Advisors LLC454$6.00 萬0.03%
Mark Sheptoff Financial Planning, LLC395$4.70 萬0.02%
Proffitt & Goodson Inc350$4.20 萬0.01%
Brewin Dolphin Wealth Management Ltd260$3.10 萬0.00%
Riverview Trust Co239$2.90 萬0.02%
NVWM, LLC133$1.60 萬0.01%
CVA Family Office, LLC135$1.60 萬0.00%
Elequin Capital LP132$1.60 萬0.00%
State of Wyoming132$1.60 萬0.01%
Hazlett, Burt & Watson, Inc.125$1.50 萬0.01%
Macroview Investment Management LLC113$1.40 萬0.02%
Global Retirement Partners, LLC190$1.00 萬0.00%
GHP Investment Advisors, Inc.75$9,0000.00%
IndexIQ Advisors LLC39$5,0000.00%
TCI Wealth Advisors, Inc.13$2,0000.00%
Lloyd Advisory Services, LLC.20$2,0000.00%
Wolff Wiese Magana LLC15$2,0000.00%
Bogart Wealth, LLC6$1,0000.00%
PEAK6 Investments LLC3$1,0000.00%
Liberty One Investment Management, LLC11$1,0000.00%
Cordant, Inc.5$1,0000.00%
Marquette Asset Management, LLC4$00.00%
Disciplined Investments, LLC3$00.00%
SJS Investment Consulting Inc.1$00.00%

清倉機構(114 家)

2021 年第 4 季季末持有 Cloudflare, Inc.、2022 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 114 家。

2022 年第 1 季清倉 NET 的機構
機構2021 年第 4 季股數2021 年第 4 季市值
Whale Rock Capital Management LLC1,130,399$1.49 億
Lord, Abbett & Co. LLC371,938$4,891 萬
Ardevora Asset Management LLP371,600$4,887 萬
Rovida Advisors Inc.351,400$4,621 萬
Hitchwood Capital Management LP325,000$4,274 萬
ThornTree Capital Partners LP271,022$3,564 萬
Tiger Global Management LLC大師老虎環球175,000$2,301 萬
Qube Research & Technologies Ltd148,802$1,957 萬
Sander Capital Advisors Inc112,179$1,475 萬
Stony Point Capital LLC95,748$1,259 萬
Armistice Capital, LLC69,000$907.4 萬
Ergoteles LLC59,883$787.5 萬
Telemark Asset Management, LLC50,000$657.5 萬
Arrowstreet Capital, Limited Partnership44,489$585.0 萬
Squarepoint Ops LLC41,466$545.3 萬
Hampton Road Capital Management LP37,930$498.8 萬
Tenere Capital LLC35,500$466.8 萬
Jump Financial, LLC29,239$384.6 萬
Hartline Investment Corp25,141$330.6 萬
Polar Asset Management Partners Inc.23,200$305.1 萬
Engineers Gate Manager LP23,082$303.5 萬
Duality Advisers, LP20,348$267.6 萬
Blueshift Asset Management, LLC20,251$266.3 萬
Y-Intercept (Hong Kong) Ltd18,844$247.8 萬
AlphaCrest Capital Management LLC18,114$238.2 萬
Interval Partners, LP18,000$236.7 萬
Livingston Group Asset Management CO (operating as Southport Capital Management)17,739$233.3 萬
Metropolitan Life Insurance Co16,507$217.1 萬
SG3 Management, LLC15,000$197.3 萬
ExodusPoint Capital Management, LP14,454$190.1 萬
Seven Eight Capital, LP14,384$189.1 萬
Point72 Hong Kong Ltd14,018$184.3 萬
Dynamic Technology Lab Private Ltd12,997$170.9 萬
Crawford Lake Capital Management, LLC11,541$151.8 萬
Triasima Portfolio Management inc.11,400$149.9 萬
M&G Investment Management Ltd10,282$135.7 萬
Leverage Partners Absolute Return Fund SPC10,000$131.5 萬
Old Well Partners, LLC9,240$121.5 萬
Jefferies Group LLC8,520$112.0 萬
Echo Street Capital Management LLC8,374$110.1 萬
New Millennium Group LLC7,345$96.6 萬
FORA Capital, LLC7,324$96.3 萬
Boulder Hill Capital Management LP7,300$96.0 萬
Castle Rock Wealth Management, LLC10,464$92.7 萬
GWM Advisors LLC7,001$92.1 萬
CloudAlpha Capital Management Limited/Hong Kong7,000$92.0 萬
Glenmede Trust Co NA5,988$78.6 萬
Morse Asset Management, Inc5,830$76.7 萬
Wellington Management Group LLP5,243$68.9 萬
Black Swift Group, LLC5,000$65.8 萬
Chase Investment Counsel Corp4,975$65.4 萬
Graham Capital Management, L.P.4,746$62.4 萬
Dynamic Advisor Solutions LLC4,296$56.5 萬
Kalos Management, Inc.2,611$53.9 萬
Financial Architects, Inc4,037$53.1 萬
Pensionfund DSM Netherlands4,000$52.6 萬
Gateway Advisory, LLC3,977$52.3 萬
Prelude Capital Management, LLC3,883$51.1 萬
Teza Capital Management LLC3,420$45.0 萬
Doheny Asset Management3,300$43.4 萬
Caxton Associates LP3,188$41.9 萬
Redpoint Investment Management Pty Ltd2,841$37.4 萬
Resources Investment Advisors, LLC.2,407$31.7 萬
Bayesian Capital Management, LP2,400$31.6 萬
Barings LLC2,309$30.3 萬
Stratos Wealth Advisors, LLC2,303$30.3 萬
Rehmann Capital Advisory Group2,242$29.5 萬
Wedbush Securities Inc2,106$27.7 萬
Diversified Trust Co1,997$26.3 萬
O'Brien Greene & Co. Inc2,000$26.3 萬
Teamwork Financial Advisors, LLC1,968$25.9 萬
Capital Wealth Planning, LLC1,911$25.2 萬
PFG Advisors1,909$25.1 萬
Engine No. 1 LLC1,874$24.6 萬
Conway Capital Management, Inc.1,825$24.0 萬
ProVise Management Group, LLC1,757$23.1 萬
Thoroughbred Financial Services, LLC1,678$22.0 萬
Lombard Odier Asset Management (Switzerland) SA1,637$21.5 萬
Sender Co & Partners, Inc.1,629$21.4 萬
Cerity Partners LLC1,573$20.9 萬
Almanack Investment Partners, LLC.1,544$20.3 萬
SeaCrest Wealth Management, LLC1,543$20.3 萬
Flaharty Asset Management, LLC1,523$20.0 萬
Advisors Asset Management, Inc.1,462$19.2 萬
GraniteShares Advisors LLC1,391$18.2 萬
KRS Capital Management, LLC1,377$18.1 萬
Assetmark, Inc1,237$16.3 萬
CoreCap Advisors, LLC1,048$13.8 萬
Total Clarity Wealth Management, Inc.956$12.6 萬
Syquant Capital SAS600$7.90 萬
James Investment Research Inc515$6.80 萬
Howe & Rusling Inc475$6.20 萬
Pacer Advisors, Inc.453$6.00 萬
HM Payson & Co365$4.80 萬
Nelson, Van Denburg & Campbell Wealth Management Group, LLC330$4.30 萬
TSFG, LLC286$3.80 萬
EverSource Wealth Advisors, LLC261$3.40 萬
Hanseatic Management Services Inc199$2.60 萬
Gradient Investments LLC100$1.30 萬
Henrickson Nauta Wealth Advisors, Inc.139$1.30 萬

尚未申報 2022 年第 1 季的機構(7 家)

2021 年第 4 季季末持有 Cloudflare, Inc.、還沒有申報 2022 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 4 季持有 NET、尚未申報 2022 年第 1 季的機構
機構2021 年第 4 季股數2021 年第 4 季市值
Andra AP-fonden95,600$1,257 萬
Vivid Financial Management, Inc.6,656$87.5 萬
Harbour Investments, Inc.1,376$18.1 萬
NEXT Financial Group, Inc482$6.30 萬
Carroll Financial Associates, Inc.229$3.10 萬
Reilly Financial Advisors, LLC68$9,000
Bell Investment Advisors, Inc60$8,000