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 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 +739.1 萬 (+3.3%)
- 總市值
- $279.6 億
- 較 2021 年第 4 季 −$18.0 億 (−6.0%)
- 新進機構
- 81
- 另有 267 家加碼
- 清倉機構
- 114
- 另有 207 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 | 1,228 | $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 |
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 |
|---|---|---|---|---|---|
| Aspiriant, LLC | 20,913 | $250.3 萬 | 0.14% | −779−3.6% | 減碼 |
| Circle Wealth Management, LLC | 21,004 | $251.4 萬 | 0.33% | +5,415+34.7% | 加碼 |
| Clear Harbor Asset Management, LLC | 21,062 | $252.1 萬 | 0.29% | +250+1.2% | 加碼 |
| Truist Financial Corp | 21,783 | $260.7 萬 | 0.00% | +10,197+88.0% | 加碼 |
| CIBC World Markets Inc. | 21,811 | $261.1 萬 | 0.01% | +3,140+16.8% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 21,000 | $261.2 萬 | 0.05% | 00.0% | 不變 |
| D.A. Davidson & Co. | 22,043 | $263.9 萬 | 0.03% | +108+0.5% | 加碼 |
| Financial Engines Advisors L.L.C. | 22,160 | $265.3 萬 | 0.01% | +22,160 | 新進 |
| SEI Investments Co | 22,693 | $268.8 萬 | 0.01% | +7,904+53.4% | 加碼 |
| Viridian Ria, LLC | 0 | $272.0 萬 | 0.63% | −23,436−100.0% | 減碼 |
| Standard Life Aberdeen plc | 22,831 | $284.4 萬 | 0.01% | −293−1.3% | 減碼 |
| Executive Wealth Management, LLC | 24,547 | $293.8 萬 | 0.32% | −409−1.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 25,182 | $301.4 萬 | 0.01% | −6,042−19.4% | 減碼 |
| Profund Advisors LLC | 25,366 | $303.6 萬 | 0.13% | −2,867−10.2% | 減碼 |
| Bridgeway Capital Management, LLC | 25,420 | $304.3 萬 | 0.06% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 25,687 | $307.5 萬 | 0.06% | −11,628−31.2% | 減碼 |
| Meridian Wealth Management, LLC | 25,847 | $309.4 萬 | 0.34% | −12,739−33.0% | 減碼 |
| Rafferty Asset Management, LLC | 26,075 | $312.1 萬 | 0.02% | +5,752+28.3% | 加碼 |
| Aigen Investment Management, LP | 26,222 | $313.9 萬 | 0.54% | −17,158−39.6% | 減碼 |
| MML Investors Services, LLC | 26,596 | $318.3 萬 | 0.02% | +19,726+287.1% | 加碼 |
| AtonRa Partners | 26,596 | $318.4 萬 | 1.73% | −10,299−27.9% | 減碼 |
| Davy Global Fund Management Ltd | 26,995 | $323.1 萬 | 0.53% | +5,414+25.1% | 加碼 |
| Banque Cantonale Vaudoise | 27,045 | $323.7 萬 | 0.14% | +3,400+14.4% | 加碼 |
| Parallax Volatility Advisers, L.P. | 27,397 | $327.9 萬 | 0.08% | −66,681−70.9% | 減碼 |
| PDT Partners, LLC | 27,400 | $328.0 萬 | 0.28% | −7,900−22.4% | 減碼 |
| Liberty Mutual Group Asset Management Inc. | 28,010 | $335.3 萬 | 0.12% | +28,010 | 新進 |
| Mercer Global Advisors Inc | 28,166 | $337.1 萬 | 0.02% | −1,403−4.7% | 減碼 |
| Riggs Asset Managment Co. Inc. | 28,349 | $339.3 萬 | 0.99% | −21,681−43.3% | 減碼 |
| Xponance, Inc. | 28,582 | $342.1 萬 | 0.06% | +1,121+4.1% | 加碼 |
| Nissay Asset Management Corp | 28,624 | $342.6 萬 | 0.03% | +2,882+11.2% | 加碼 |
| Amalgamated Bank | 29,177 | $349.2 萬 | 0.03% | +5,986+25.8% | 加碼 |
| Amalgamated Financial Corp. | 29,177 | $349.2 萬 | 0.03% | +29,177 | 新進 |
| AE Wealth Management LLC | 29,231 | $349.9 萬 | 0.02% | +3,101+11.9% | 加碼 |
| Capital International Ltd | 29,992 | $359.0 萬 | 0.20% | +19,144+176.5% | 加碼 |
| Soltis Investment Advisors LLC | 31,284 | $374.5 萬 | 0.52% | +156+0.5% | 加碼 |
| Taylor Frigon Capital Management LLC | 31,515 | $377.2 萬 | 1.40% | +31,515 | 新進 |
| Mackenzie Financial Corp | 32,370 | $387.5 萬 | 0.01% | −6,578−16.9% | 減碼 |
| Kestra Advisory Services, LLC | 32,701 | $391.4 萬 | 0.04% | +4,517+16.0% | 加碼 |
| Cynosure Management, LLC | 34,224 | $409.7 萬 | 3.30% | −9,578−21.9% | 減碼 |
| Principal Financial Group Inc | 34,507 | $413.0 萬 | 0.00% | −883−2.5% | 減碼 |
| Capital Fund Management S.A. | 34,516 | $413.2 萬 | 0.11% | −46,879−57.6% | 減碼 |
| ClariVest Asset Management LLC | 34,710 | $415.5 萬 | 0.16% | +100.0% | 加碼 |
| Hamilton Lane Advisors LLC | 34,822 | $416.8 萬 | 0.93% | −6,814−16.4% | 減碼 |
| Avalon Global Asset Management LLC | 35,000 | $419.0 萬 | 1.57% | +35,000 | 新進 |
| Swedbank AB | 35,571 | $425.8 萬 | 0.01% | −420−1.2% | 減碼 |
| CFM Wealth Partners LLC | 35,761 | $428.1 萬 | 1.02% | −954−2.6% | 減碼 |
| Ambassador Advisors, LLC | 35,796 | $428.4 萬 | 0.83% | +3,955+12.4% | 加碼 |
| O'Shares Investment Advisers, LLC | 37,783 | $452.3 萬 | 0.36% | +1,409+3.9% | 加碼 |
| Hidden Lake Asset Management LP | 38,270 | $458.1 萬 | 2.10% | +38,270 | 新進 |
| Gamco Investors, Inc. Et Al | 38,611 | $462.2 萬 | 0.04% | +10,896+39.3% | 加碼 |
| DnB Asset Management AS | 38,757 | $463.9 萬 | 0.03% | −2,255−5.5% | 減碼 |
| Commonwealth Equity Services, LLC | 38,857 | $465.1 萬 | 0.01% | +901+2.4% | 加碼 |
| NN Investment Partners Holdings N.V. | 39,229 | $469.7 萬 | 0.03% | +6,220+18.8% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 39,569 | $473.6 萬 | 0.22% | +39,569 | 新進 |
| Tiemann Investment Advisors, LLC | 40,141 | $480.5 萬 | 2.22% | +2,322+6.1% | 加碼 |
| British Columbia Investment Management Corp | 40,167 | $480.8 萬 | 0.03% | −1,558−3.7% | 減碼 |
| IFM Investors Pty Ltd | 40,247 | $481.8 萬 | 0.07% | +8,507+26.8% | 加碼 |
| Trexquant Investment LP | 40,312 | $482.5 萬 | 0.23% | −39,178−49.3% | 減碼 |
| US Bancorp | 40,323 | $482.6 萬 | 0.01% | +8,664+27.4% | 加碼 |
| Vista Equity Partners Management, LLC | 40,589 | $485.9 萬 | 0.04% | −110,750−73.2% | 減碼 |
| Natixis | 40,896 | $489.6 萬 | 0.02% | −61,189−59.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 41,173 | $492.8 萬 | 0.01% | +17,755+75.8% | 加碼 |
| Wolverine Trading, LLC | 39,625 | $492.9 萬 | 0.15% | +32,995+497.7% | 加碼 |
| Gulf International Bank (UK) Ltd | 41,834 | $500.7 萬 | 0.07% | +300+0.7% | 加碼 |
| Navellier & Associates Inc | 42,192 | $505.0 萬 | 0.86% | −1,503−3.4% | 減碼 |
| Public Employees Retirement Association of Colorado | 42,341 | $506.8 萬 | 0.02% | +576+1.4% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 44,391 | $531.4 萬 | 0.03% | +1,314+3.1% | 加碼 |
| SG Americas Securities, LLC | 44,785 | $536.1 萬 | 0.05% | +37,602+523.5% | 加碼 |
| AMJ Financial Wealth Management | 45,560 | $545.3 萬 | 2.19% | −24,988−35.4% | 減碼 |
| Utah Retirement Systems | 46,762 | $559.8 萬 | 0.07% | −200−0.4% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 46,834 | $560.6 萬 | 0.03% | +4,891+11.7% | 加碼 |
| NZS Capital, LLC | 47,042 | $563.1 萬 | 0.57% | +27,662+142.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 47,724 | $571.3 萬 | 0.03% | −17,832−27.2% | 減碼 |
| DekaBank Deutsche Girozentrale | 46,532 | $576.3 萬 | 0.01% | +16,531+55.1% | 加碼 |
| Titleist Asset Management, Ltd. | 48,252 | $577.6 萬 | 1.18% | +28,720+147.0% | 加碼 |
| HighTower Advisors, LLC | 49,594 | $593.9 萬 | 0.01% | +1,412+2.9% | 加碼 |
| TD Asset Management Inc | 50,892 | $609.2 萬 | 0.01% | −2,073−3.9% | 減碼 |
| Blair William & Co | 50,996 | $610.4 萬 | 0.02% | −566−1.1% | 減碼 |
| Rockefeller Capital Management L.P. | 52,027 | $622.6 萬 | 0.03% | −2,970−5.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 52,610 | $629.7 萬 | 0.06% | −6,371−10.8% | 減碼 |
| Teacher Retirement System of Texas | 52,814 | $632.2 萬 | 0.03% | −91,301−63.4% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 52,900 | $633.2 萬 | 0.01% | +2,600+5.2% | 加碼 |
| Nomura Asset Management Co Ltd | 53,180 | $636.6 萬 | 0.03% | +7,100+15.4% | 加碼 |
| Prudential PLC | 55,254 | $661.4 萬 | 0.10% | +11,569+26.5% | 加碼 |
| AQR Capital Management LLC | 56,941 | $681.6 萬 | 0.01% | −28,682−33.5% | 減碼 |
| Cubist Systematic Strategies, LLC | 57,009 | $682.4 萬 | 0.06% | −1,149−2.0% | 減碼 |
| Freemont Management S.A. | 58,900 | $705.0 萬 | 1.06% | +58,900 | 新進 |
| Jackson Square Capital, LLC | 59,327 | $710.1 萬 | 2.21% | −6,842−10.3% | 減碼 |
| Vestor Capital, LLC | 59,836 | $716.2 萬 | 0.71% | −11,724−16.4% | 減碼 |
| Tudor Investment Corp Et Al | 60,003 | $718.2 萬 | 0.19% | −76,171−55.9% | 減碼 |
| Aviva PLC | 60,279 | $721.5 萬 | 0.04% | −17,746−22.7% | 減碼 |
| USS Investment Management Ltd | 60,827 | $728.3 萬 | 0.06% | +11,075+22.3% | 加碼 |
| Balyasny Asset Management LLC | 61,472 | $735.8 萬 | 0.03% | +48,788+384.6% | 加碼 |
| Advisor Group Holdings, Inc. | 69,982 | $750.0 萬 | 0.02% | +15,155+27.6% | 加碼 |
| Stifel Financial Corp | 64,639 | $773.7 萬 | 0.01% | +22,621+53.8% | 加碼 |
| LGT Group Foundation | 64,049 | $790.9 萬 | 0.19% | +14,735+29.9% | 加碼 |
| Vontobel Holding Ltd. | 65,125 | $810.1 萬 | 0.07% | +1,884+3.0% | 加碼 |
| Kames Capital plc | 70,288 | $841.3 萬 | 0.12% | +26,082+59.0% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 71,228 | $852.6 萬 | 2.18% | +30,000+72.8% | 加碼 |
| Arizona State Retirement System | 71,395 | $854.6 萬 | 0.07% | +6,460+9.9% | 加碼 |