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 |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 643,700 | $7,605 萬 | 0.12% | +643,695+12,873,900.0% | 加碼 |
| Nuveen Asset Management, LLC | 742,129 | $7,752 萬 | 0.03% | +26,657+3.7% | 加碼 |
| Strategy Capital LLC | 691,076 | $8,272 萬 | 9.99% | +122,003+21.4% | 加碼 |
| SW Investment Management LLC | 725,000 | $8,678 萬 | 30.43% | +125,000+20.8% | 加碼 |
| American Century Companies Inc | 804,293 | $9,627 萬 | 0.07% | +262,347+48.4% | 加碼 |
| KBC Group NV | 825,418 | $9,880 萬 | 0.39% | +681,636+474.1% | 加碼 |
| Bessemer Group Inc | 833,366 | $9,975 萬 | 0.21% | +12,148+1.5% | 加碼 |
| Charles Schwab Investment Management Inc | 856,242 | $1.02 億 | 0.03% | +27,897+3.4% | 加碼 |
| ETF Managers Group, LLC | 890,674 | $1.11 億 | 2.22% | +542,687+156.0% | 加碼 |
| Royal Bank of Canada | 932,007 | $1.12 億 | 0.03% | +34,715+3.9% | 加碼 |
| UBS Asset Management Americas Inc | 947,636 | $1.13 億 | 0.05% | +54,824+6.1% | 加碼 |
| Goldman Sachs Group Inc | 972,036 | $1.16 億 | 0.03% | +293,606+43.3% | 加碼 |
| Bank of New York Mellon Corp | 1,002,741 | $1.20 億 | 0.02% | −59,412−5.6% | 減碼 |
| Invesco Ltd. | 1,059,455 | $1.27 億 | 0.03% | −865,643−45.0% | 減碼 |
| Macquarie Group Ltd | 1,063,094 | $1.27 億 | 0.12% | +1,057,115+17,680.5% | 加碼 |
| Bank of America Corp | 1,068,414 | $1.28 億 | 0.01% | −47,494−4.3% | 減碼 |
| Two Sigma Investments, LP | 1,070,858 | $1.28 億 | 0.39% | −710,803−39.9% | 減碼 |
| Swiss National Bank | 1,127,000 | $1.35 億 | 0.08% | +225,900+25.1% | 加碼 |
| Deutsche Bank AG | 1,308,411 | $1.57 億 | 0.07% | −479,157−26.8% | 減碼 |
| Renaissance Technologies LLC | 1,339,500 | $1.60 億 | 0.19% | +513,800+62.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,345,721 | $1.61 億 | 0.11% | +100,732+8.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,421,354 | $1.70 億 | 0.39% | −64,751−4.4% | 減碼 |
| Two Sigma Advisers, LP | 1,519,000 | $1.82 億 | 0.48% | +719,000+89.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,537,914 | $1.84 億 | 0.24% | −605,747−28.3% | 減碼 |
| Northern Trust Corp | 1,685,204 | $2.02 億 | 0.04% | +62,004+3.8% | 加碼 |
| NEA Management Company, LLC | 1,877,510 | $2.25 億 | 7.26% | 00.0% | 不變 |
| Legal & General Group Plc | 2,397,508 | $2.87 億 | 0.09% | +334,560+16.2% | 加碼 |
| Norges Bank | 2,541,484 | $3.04 億 | 0.07% | +101,220+4.1% | 加碼 |
| Franklin Resources Inc | 2,622,865 | $3.14 億 | 0.13% | −1,079,671−29.2% | 減碼 |
| Allianz Asset Management GmbH | 2,894,091 | $3.46 億 | 0.27% | +2,424,830+516.7% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 3,333,070 | $3.99 億 | 3.69% | −869,719−20.7% | 減碼 |
| Geode Capital Management, LLC | 3,480,517 | $4.16 億 | 0.05% | +87,403+2.6% | 加碼 |
| State Street Corp | 5,552,609 | $6.65 億 | 0.03% | +278,422+5.3% | 加碼 |
| First Trust Advisors LP | 6,448,150 | $7.72 億 | 0.79% | +1,503,125+30.4% | 加碼 |
| Sands Capital Management, LLC | 13,550,528 | $16.2 億 | 3.73% | +4,731,354+53.6% | 加碼 |
| BlackRock Inc. | 15,091,856 | $18.1 億 | 0.05% | +611,459+4.2% | 加碼 |
| Capital World Investors | 17,046,464 | $20.4 億 | 0.35% | +5,698,601+50.2% | 加碼 |
| FMR LLC | 22,448,644 | $26.9 億 | 0.21% | −6,407,780−22.2% | 減碼 |
| Vanguard Group Inc | 23,358,000 | $28.0 億 | 0.07% | +548,149+2.4% | 加碼 |
| Baillie Gifford & Co | 27,133,828 | $32.5 億 | 2.28% | −1,239,135−4.4% | 減碼 |
| Morgan Stanley | 29,746,093 | $35.6 億 | 0.48% | +1,215,994+4.3% | 加碼 |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −1,130,399−100.0% | 清倉 |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −371,938−100.0% | 清倉 |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −371,600−100.0% | 清倉 |
| Rovida Advisors Inc. | 0 | $0 | 0.00% | −351,400−100.0% | 清倉 |
| Hitchwood Capital Management LP | 0 | $0 | 0.00% | −325,000−100.0% | 清倉 |
| ThornTree Capital Partners LP | 0 | $0 | 0.00% | −271,022−100.0% | 清倉 |
| Tiger Global Management LLC大師老虎環球 | 0 | $0 | 0.00% | −175,000−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −148,802−100.0% | 清倉 |
| Sander Capital Advisors Inc | 0 | $0 | 0.00% | −112,179−100.0% | 清倉 |
| Stony Point Capital LLC | 0 | $0 | 0.00% | −95,748−100.0% | 清倉 |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −69,000−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −59,883−100.0% | 清倉 |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −44,489−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −41,466−100.0% | 清倉 |
| Hampton Road Capital Management LP | 0 | $0 | 0.00% | −37,930−100.0% | 清倉 |
| Tenere Capital LLC | 0 | $0 | 0.00% | −35,500−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −29,239−100.0% | 清倉 |
| Hartline Investment Corp | 0 | $0 | 0.00% | −25,141−100.0% | 清倉 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −23,200−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −23,082−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −20,348−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −20,251−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −18,844−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −18,114−100.0% | 清倉 |
| Interval Partners, LP | 0 | $0 | 0.00% | −18,000−100.0% | 清倉 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 0 | $0 | 0.00% | −17,739−100.0% | 清倉 |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −16,507−100.0% | 清倉 |
| SG3 Management, LLC | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −14,454−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −14,384−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −14,018−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,997−100.0% | 清倉 |
| Crawford Lake Capital Management, LLC | 0 | $0 | 0.00% | −11,541−100.0% | 清倉 |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −11,400−100.0% | 清倉 |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −10,282−100.0% | 清倉 |
| Leverage Partners Absolute Return Fund SPC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Old Well Partners, LLC | 0 | $0 | 0.00% | −9,240−100.0% | 清倉 |
| Jefferies Group LLC | 0 | $0 | 0.00% | −8,520−100.0% | 清倉 |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −8,374−100.0% | 清倉 |
| New Millennium Group LLC | 0 | $0 | 0.00% | −7,345−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −7,324−100.0% | 清倉 |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −7,300−100.0% | 清倉 |
| Castle Rock Wealth Management, LLC | 0 | $0 | 0.00% | −10,464−100.0% | 清倉 |
| GWM Advisors LLC | 0 | $0 | 0.00% | −7,001−100.0% | 清倉 |
| CloudAlpha Capital Management Limited/Hong Kong | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −5,988−100.0% | 清倉 |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −5,830−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −5,243−100.0% | 清倉 |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −4,975−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,746−100.0% | 清倉 |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −4,296−100.0% | 清倉 |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −2,611−100.0% | 清倉 |
| Financial Architects, Inc | 0 | $0 | 0.00% | −4,037−100.0% | 清倉 |
| Pensionfund DSM Netherlands | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Gateway Advisory, LLC | 0 | $0 | 0.00% | −3,977−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,883−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,420−100.0% | 清倉 |