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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 71,575 | $856.8 萬 | 0.36% | +61+0.1% | 加碼 |
| Alpha Square Group S, LLC | 71,600 | $857.1 萬 | 1.16% | +71,600 | 新進 |
| Wolverine Asset Management LLC | 72,559 | $868.5 萬 | 0.11% | −247,852−77.4% | 減碼 |
| Oregon Public Employees Retirement Fund | 75,868 | $908.1 萬 | 0.09% | +2,541+3.5% | 加碼 |
| Forsta Ap-Fonden | 78,600 | $940.8 萬 | 0.11% | +32,200+69.4% | 加碼 |
| LPL Financial LLC | 79,976 | $957.3 萬 | 0.01% | −6,065−7.0% | 減碼 |
| Russell Investments Group, Ltd. | 78,505 | $959.6 萬 | 0.02% | −5,664−6.7% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 80,428 | $962.7 萬 | 0.09% | +8,500+11.8% | 加碼 |
| Jasper Ridge Partners, L.P. | 81,933 | $980.7 萬 | 0.48% | 00.0% | 不變 |
| Renaissance Capital LLC | 82,223 | $984.2 萬 | 4.18% | −23,144−22.0% | 減碼 |
| Sentinel Trust Co Lba | 83,818 | $1,003 萬 | 1.21% | −611−0.7% | 減碼 |
| Worldquant Millennium Advisors LLC | 84,214 | $1,008 萬 | 0.25% | −100,405−54.4% | 減碼 |
| Pictet Asset Management SA | 87,164 | $1,043 萬 | 0.01% | +8,568+10.9% | 加碼 |
| Exchange Traded Concepts, LLC | 88,103 | $1,055 萬 | 0.21% | +19,447+28.3% | 加碼 |
| Man Group plc | 89,645 | $1,073 萬 | 0.04% | +39,994+80.6% | 加碼 |
| Miura Global Management, LLC | 90,000 | $1,077 萬 | 3.50% | −10,000−10.0% | 減碼 |
| Royal London Asset Management Ltd | 90,963 | $1,089 萬 | 0.04% | +3,321+3.8% | 加碼 |
| Ensign Peak Advisors, Inc | 91,816 | $1,099 萬 | 0.02% | −123,455−57.3% | 減碼 |
| Storebrand Asset Management AS | 95,970 | $1,149 萬 | 0.05% | −29,081−23.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 96,233 | $1,152 萬 | 0.06% | +14,863+18.3% | 加碼 |
| Nwi Management LP | 100,000 | $1,197 萬 | 2.11% | −5,000−4.8% | 減碼 |
| Firsthand Capital Management, Inc. | 100,000 | $1,197 萬 | 6.22% | 00.0% | 不變 |
| Voloridge Investment Management, LLC | 102,865 | $1,231 萬 | 0.07% | −239,124−69.9% | 減碼 |
| Raymond James & Associates | 104,553 | $1,252 萬 | 0.01% | +9,460+9.9% | 加碼 |
| Marshall Wace, LLP | 108,384 | $1,297 萬 | 0.03% | +96,803+835.9% | 加碼 |
| Asset Management One Co.,Ltd. | 108,847 | $1,303 萬 | 0.05% | +5,271+5.1% | 加碼 |
| Handelsbanken Fonder AB | 113,089 | $1,354 萬 | 0.08% | −1,919−1.7% | 減碼 |
| Bridgewater Associates, LP | 115,842 | $1,387 萬 | 0.06% | +115,842 | 新進 |
| Fred Alger Management, LLC | 120,121 | $1,438 萬 | 0.05% | +120,121 | 新進 |
| Treasurer of the State of North Carolina | 120,139 | $1,438 萬 | 0.08% | −25,510−17.5% | 減碼 |
| Voya Investment Management LLC | 122,150 | $1,462 萬 | 0.03% | −582−0.5% | 減碼 |
| Toronto Dominion Bank | 122,864 | $1,471 萬 | 0.02% | +65,462+114.0% | 加碼 |
| Nomura Holdings Inc | 119,408 | $1,476 萬 | 0.11% | −7,684−6.0% | 減碼 |
| Jag Capital Management, LLC | 212,623 | $1,494 萬 | 1.49% | +212,623 | 新進 |
| GAM Holding AG | 130,391 | $1,561 萬 | 0.77% | +130,391 | 新進 |
| Korea Investment CORP | 135,700 | $1,624 萬 | 0.04% | +42,800+46.1% | 加碼 |
| Public Employees Retirement System of Ohio | 137,863 | $1,650 萬 | 0.06% | −2,835−2.0% | 減碼 |
| Susquehanna International Group, LLP | 138,086 | $1,653 萬 | 0.02% | +6,042+4.6% | 加碼 |
| Mizuho Markets Americas LLC | 139,125 | $1,665 萬 | 1.05% | −200−0.1% | 減碼 |
| Liontrust Investment Partners LLP | 144,000 | $1,724 萬 | 0.23% | +35,000+32.1% | 加碼 |
| Price T Rowe Associates Inc | 145,119 | $1,737 萬 | 0.00% | +8,302+6.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 147,628 | $1,767 萬 | 0.17% | 00.0% | 不變 |
| RPG Investment Advisory, LLC | 148,389 | $1,776 萬 | 2.90% | +36,850+33.0% | 加碼 |
| Forte Capital LLC | 139,285 | $1,832 萬 | 2.32% | −500−0.4% | 減碼 |
| JPMorgan Chase & Co | 154,023 | $1,844 萬 | 0.00% | +19,126+14.2% | 加碼 |
| Alberta Investment Management Corp | 154,359 | $1,848 萬 | 0.11% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 154,415 | $1,848 萬 | 0.06% | +14,973+10.7% | 加碼 |
| Janus Henderson Group PLC | 157,993 | $1,891 萬 | 0.01% | −178,907−53.1% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 160,500 | $1,921 萬 | 0.13% | −11,500−6.7% | 減碼 |
| 12 West Capital Management LP | 165,000 | $1,975 萬 | 1.20% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 174,824 | $2,093 萬 | 0.37% | −4,570−2.5% | 減碼 |
| 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 |
| Eaton Vance Management | 183,142 | $2,192 萬 | 0.03% | +102+0.1% | 加碼 |
| State of Wisconsin Investment Board | 185,767 | $2,224 萬 | 0.05% | +32,875+21.5% | 加碼 |
| Allen Investment Management LLC | 195,490 | $2,340 萬 | 0.31% | 00.0% | 不變 |
| Gabelli Funds LLC | 196,383 | $2,351 萬 | 0.15% | +50,164+34.3% | 加碼 |
| Envestnet Asset Management Inc | 197,381 | $2,363 萬 | 0.01% | +139,243+239.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 212,774 | $2,547 萬 | 0.03% | −623,462−74.6% | 減碼 |
| Atika Capital Management LLC | 219,000 | $2,622 萬 | 2.50% | −15,700−6.7% | 減碼 |
| Rhumbline Advisers | 233,717 | $2,798 萬 | 0.04% | −15,181−6.1% | 減碼 |
| Optimus Prime Fund Management Co., Ltd. | 236,645 | $2,833 萬 | 2.64% | −30,000−11.3% | 減碼 |
| Alliancebernstein L.P. | 236,857 | $2,835 萬 | 0.01% | +29,138+14.0% | 加碼 |
| Great West Life Assurance Co | 227,843 | $2,849 萬 | 0.06% | −26,964−10.6% | 減碼 |
| Berkshire Capital Holdings Inc | 240,870 | $2,883 萬 | 5.89% | +240,860+2,408,600.0% | 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 |
| ARK Investment Management LLC大師方舟投資 | 245,777 | $2,942 萬 | 0.12% | +121,228+97.3% | 加碼 |
| Credit Suisse AG | 247,578 | $2,964 萬 | 0.03% | −11,864−4.6% | 減碼 |
| Center Lake Capital Management, LLC | 250,000 | $2,993 萬 | 5.57% | +65,000+35.1% | 加碼 |
| UBS Group AG | 253,928 | $3,040 萬 | 0.01% | −76,577−23.2% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 260,860 | $3,123 萬 | 0.12% | +60,111+29.9% | 加碼 |
| Barclays PLC | 261,952 | $3,135 萬 | 0.03% | +261,952 | 新進 |
| Privium Fund Management B.V. | 265,435 | $3,177 萬 | 7.16% | +43,000+19.3% | 加碼 |
| Wells Fargo & Company | 277,041 | $3,316 萬 | 0.01% | +10,574+4.0% | 加碼 |
| Long Walk Management LP | 290,000 | $3,471 萬 | 27.24% | +4,000+1.4% | 加碼 |
| Whetstone Capital Advisors, LLC | 290,065 | $3,472 萬 | 11.73% | −163,402−36.0% | 減碼 |
| Ameriprise Financial Inc | 295,206 | $3,474 萬 | 0.01% | +14,408+5.1% | 加碼 |
| Federated Hermes, Inc. | 300,757 | $3,600 萬 | 0.08% | −106,947−26.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 303,440 | $3,632 萬 | 0.07% | −2,416−0.8% | 減碼 |
| New York State Common Retirement Fund | 335,366 | $4,014 萬 | 0.04% | −2,667−0.8% | 減碼 |
| Cota Capital Management, LLC | 336,770 | $4,031 萬 | 8.51% | −10,009−2.9% | 減碼 |
| Jane Street Group, LLC | 339,299 | $4,061 萬 | 0.08% | +153,515+82.6% | 加碼 |
| La Financiere de L'Echiquier | 346,700 | $4,150 萬 | 1.71% | −17,600−4.8% | 減碼 |
| Parametric Portfolio Associates LLC | 360,640 | $4,317 萬 | 0.02% | −8,499−2.3% | 減碼 |
| Peregrine Capital Management LLC | 370,552 | $4,436 萬 | 1.05% | +370,552 | 新進 |
| Citadel Advisors LLC | 378,419 | $4,530 萬 | 0.05% | −704,227−65.0% | 減碼 |
| Citigroup Inc | 385,877 | $4,619 萬 | 0.05% | +57,602+17.5% | 加碼 |
| National Pension Service | 387,777 | $4,642 萬 | 0.08% | +90,123+30.3% | 加碼 |
| Neuberger Berman Group LLC | 395,462 | $4,734 萬 | 0.04% | −24,045−5.7% | 減碼 |
| SQN Investors LP | 397,486 | $4,758 萬 | 5.34% | −127,171−24.2% | 減碼 |
| California State Teachers Retirement System | 432,789 | $5,181 萬 | 0.07% | +2,173+0.5% | 加碼 |
| Personal Capital Advisors Corp | 453,519 | $5,429 萬 | 0.25% | −5,729−1.2% | 減碼 |
| Alfreton Capital LLP | 500,000 | $5,985 萬 | 39.73% | +500,000 | 新進 |
| Millennium Management LLC | 507,181 | $6,071 萬 | 0.07% | −77,588−13.3% | 減碼 |
| Bamco Inc | 509,930 | $6,104 萬 | 0.15% | +91,895+22.0% | 加碼 |
| California Public Employees Retirement System | 531,816 | $6,366 萬 | 0.05% | −206,977−28.0% | 減碼 |
| Nikko Asset Management Americas, Inc. | 547,934 | $6,590 萬 | 0.48% | +240,167+78.0% | 加碼 |
| Bank of Montreal | 514,413 | $6,626 萬 | 0.04% | +19,927+4.0% | 加碼 |
| Amundi | 604,682 | $6,794 萬 | 0.05% | +344,319+132.2% | 加碼 |
| Polar Capital Holdings Plc | 587,006 | $7,027 萬 | 0.41% | +587,006 | 新進 |