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 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 145,119 | $1,737 萬 | 0.00% | +8,302+6.1% | 加碼 |
| Liontrust Investment Partners LLP | 144,000 | $1,724 萬 | 0.23% | +35,000+32.1% | 加碼 |
| Mizuho Markets Americas LLC | 139,125 | $1,665 萬 | 1.05% | −200−0.1% | 減碼 |
| Susquehanna International Group, LLP | 138,086 | $1,653 萬 | 0.02% | +6,042+4.6% | 加碼 |
| Public Employees Retirement System of Ohio | 137,863 | $1,650 萬 | 0.06% | −2,835−2.0% | 減碼 |
| Korea Investment CORP | 135,700 | $1,624 萬 | 0.04% | +42,800+46.1% | 加碼 |
| GAM Holding AG | 130,391 | $1,561 萬 | 0.77% | +130,391 | 新進 |
| Jag Capital Management, LLC | 212,623 | $1,494 萬 | 1.49% | +212,623 | 新進 |
| Nomura Holdings Inc | 119,408 | $1,476 萬 | 0.11% | −7,684−6.0% | 減碼 |
| Toronto Dominion Bank | 122,864 | $1,471 萬 | 0.02% | +65,462+114.0% | 加碼 |
| Voya Investment Management LLC | 122,150 | $1,462 萬 | 0.03% | −582−0.5% | 減碼 |
| Treasurer of the State of North Carolina | 120,139 | $1,438 萬 | 0.08% | −25,510−17.5% | 減碼 |
| Fred Alger Management, LLC | 120,121 | $1,438 萬 | 0.05% | +120,121 | 新進 |
| Bridgewater Associates, LP | 115,842 | $1,387 萬 | 0.06% | +115,842 | 新進 |
| Handelsbanken Fonder AB | 113,089 | $1,354 萬 | 0.08% | −1,919−1.7% | 減碼 |
| Asset Management One Co.,Ltd. | 108,847 | $1,303 萬 | 0.05% | +5,271+5.1% | 加碼 |
| Marshall Wace, LLP | 108,384 | $1,297 萬 | 0.03% | +96,803+835.9% | 加碼 |
| Raymond James & Associates | 104,553 | $1,252 萬 | 0.01% | +9,460+9.9% | 加碼 |
| Voloridge Investment Management, LLC | 102,865 | $1,231 萬 | 0.07% | −239,124−69.9% | 減碼 |
| 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 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 96,233 | $1,152 萬 | 0.06% | +14,863+18.3% | 加碼 |
| Storebrand Asset Management AS | 95,970 | $1,149 萬 | 0.05% | −29,081−23.3% | 減碼 |
| Ensign Peak Advisors, Inc | 91,816 | $1,099 萬 | 0.02% | −123,455−57.3% | 減碼 |
| Royal London Asset Management Ltd | 90,963 | $1,089 萬 | 0.04% | +3,321+3.8% | 加碼 |
| Miura Global Management, LLC | 90,000 | $1,077 萬 | 3.50% | −10,000−10.0% | 減碼 |
| Man Group plc | 89,645 | $1,073 萬 | 0.04% | +39,994+80.6% | 加碼 |
| Exchange Traded Concepts, LLC | 88,103 | $1,055 萬 | 0.21% | +19,447+28.3% | 加碼 |
| Pictet Asset Management SA | 87,164 | $1,043 萬 | 0.01% | +8,568+10.9% | 加碼 |
| Worldquant Millennium Advisors LLC | 84,214 | $1,008 萬 | 0.25% | −100,405−54.4% | 減碼 |
| Sentinel Trust Co Lba | 83,818 | $1,003 萬 | 1.21% | −611−0.7% | 減碼 |
| Renaissance Capital LLC | 82,223 | $984.2 萬 | 4.18% | −23,144−22.0% | 減碼 |
| Jasper Ridge Partners, L.P. | 81,933 | $980.7 萬 | 0.48% | 00.0% | 不變 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 80,428 | $962.7 萬 | 0.09% | +8,500+11.8% | 加碼 |
| Russell Investments Group, Ltd. | 78,505 | $959.6 萬 | 0.02% | −5,664−6.7% | 減碼 |
| LPL Financial LLC | 79,976 | $957.3 萬 | 0.01% | −6,065−7.0% | 減碼 |
| Forsta Ap-Fonden | 78,600 | $940.8 萬 | 0.11% | +32,200+69.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 75,868 | $908.1 萬 | 0.09% | +2,541+3.5% | 加碼 |
| Wolverine Asset Management LLC | 72,559 | $868.5 萬 | 0.11% | −247,852−77.4% | 減碼 |
| Alpha Square Group S, LLC | 71,600 | $857.1 萬 | 1.16% | +71,600 | 新進 |
| Prospera Financial Services Inc | 71,575 | $856.8 萬 | 0.36% | +61+0.1% | 加碼 |
| Arizona State Retirement System | 71,395 | $854.6 萬 | 0.07% | +6,460+9.9% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 71,228 | $852.6 萬 | 2.18% | +30,000+72.8% | 加碼 |
| Kames Capital plc | 70,288 | $841.3 萬 | 0.12% | +26,082+59.0% | 加碼 |
| Vontobel Holding Ltd. | 65,125 | $810.1 萬 | 0.07% | +1,884+3.0% | 加碼 |
| LGT Group Foundation | 64,049 | $790.9 萬 | 0.19% | +14,735+29.9% | 加碼 |
| Stifel Financial Corp | 64,639 | $773.7 萬 | 0.01% | +22,621+53.8% | 加碼 |
| Advisor Group Holdings, Inc. | 69,982 | $750.0 萬 | 0.02% | +15,155+27.6% | 加碼 |
| Balyasny Asset Management LLC | 61,472 | $735.8 萬 | 0.03% | +48,788+384.6% | 加碼 |
| USS Investment Management Ltd | 60,827 | $728.3 萬 | 0.06% | +11,075+22.3% | 加碼 |
| Aviva PLC | 60,279 | $721.5 萬 | 0.04% | −17,746−22.7% | 減碼 |
| Tudor Investment Corp Et Al | 60,003 | $718.2 萬 | 0.19% | −76,171−55.9% | 減碼 |
| Vestor Capital, LLC | 59,836 | $716.2 萬 | 0.71% | −11,724−16.4% | 減碼 |
| Jackson Square Capital, LLC | 59,327 | $710.1 萬 | 2.21% | −6,842−10.3% | 減碼 |
| Freemont Management S.A. | 58,900 | $705.0 萬 | 1.06% | +58,900 | 新進 |
| Cubist Systematic Strategies, LLC | 57,009 | $682.4 萬 | 0.06% | −1,149−2.0% | 減碼 |
| AQR Capital Management LLC | 56,941 | $681.6 萬 | 0.01% | −28,682−33.5% | 減碼 |
| Prudential PLC | 55,254 | $661.4 萬 | 0.10% | +11,569+26.5% | 加碼 |
| Nomura Asset Management Co Ltd | 53,180 | $636.6 萬 | 0.03% | +7,100+15.4% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 52,900 | $633.2 萬 | 0.01% | +2,600+5.2% | 加碼 |
| Teacher Retirement System of Texas | 52,814 | $632.2 萬 | 0.03% | −91,301−63.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 52,610 | $629.7 萬 | 0.06% | −6,371−10.8% | 減碼 |
| Rockefeller Capital Management L.P. | 52,027 | $622.6 萬 | 0.03% | −2,970−5.4% | 減碼 |
| Blair William & Co | 50,996 | $610.4 萬 | 0.02% | −566−1.1% | 減碼 |
| TD Asset Management Inc | 50,892 | $609.2 萬 | 0.01% | −2,073−3.9% | 減碼 |
| HighTower Advisors, LLC | 49,594 | $593.9 萬 | 0.01% | +1,412+2.9% | 加碼 |
| Titleist Asset Management, Ltd. | 48,252 | $577.6 萬 | 1.18% | +28,720+147.0% | 加碼 |
| DekaBank Deutsche Girozentrale | 46,532 | $576.3 萬 | 0.01% | +16,531+55.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 47,724 | $571.3 萬 | 0.03% | −17,832−27.2% | 減碼 |
| NZS Capital, LLC | 47,042 | $563.1 萬 | 0.57% | +27,662+142.7% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 46,834 | $560.6 萬 | 0.03% | +4,891+11.7% | 加碼 |
| Utah Retirement Systems | 46,762 | $559.8 萬 | 0.07% | −200−0.4% | 減碼 |
| AMJ Financial Wealth Management | 45,560 | $545.3 萬 | 2.19% | −24,988−35.4% | 減碼 |
| SG Americas Securities, LLC | 44,785 | $536.1 萬 | 0.05% | +37,602+523.5% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 44,391 | $531.4 萬 | 0.03% | +1,314+3.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 42,341 | $506.8 萬 | 0.02% | +576+1.4% | 加碼 |
| Navellier & Associates Inc | 42,192 | $505.0 萬 | 0.86% | −1,503−3.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 41,834 | $500.7 萬 | 0.07% | +300+0.7% | 加碼 |
| Wolverine Trading, LLC | 39,625 | $492.9 萬 | 0.15% | +32,995+497.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 41,173 | $492.8 萬 | 0.01% | +17,755+75.8% | 加碼 |
| Natixis | 40,896 | $489.6 萬 | 0.02% | −61,189−59.9% | 減碼 |
| Vista Equity Partners Management, LLC | 40,589 | $485.9 萬 | 0.04% | −110,750−73.2% | 減碼 |
| US Bancorp | 40,323 | $482.6 萬 | 0.01% | +8,664+27.4% | 加碼 |
| Trexquant Investment LP | 40,312 | $482.5 萬 | 0.23% | −39,178−49.3% | 減碼 |
| IFM Investors Pty Ltd | 40,247 | $481.8 萬 | 0.07% | +8,507+26.8% | 加碼 |
| British Columbia Investment Management Corp | 40,167 | $480.8 萬 | 0.03% | −1,558−3.7% | 減碼 |
| Tiemann Investment Advisors, LLC | 40,141 | $480.5 萬 | 2.22% | +2,322+6.1% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 39,569 | $473.6 萬 | 0.22% | +39,569 | 新進 |
| NN Investment Partners Holdings N.V. | 39,229 | $469.7 萬 | 0.03% | +6,220+18.8% | 加碼 |
| Commonwealth Equity Services, LLC | 38,857 | $465.1 萬 | 0.01% | +901+2.4% | 加碼 |
| DnB Asset Management AS | 38,757 | $463.9 萬 | 0.03% | −2,255−5.5% | 減碼 |
| Gamco Investors, Inc. Et Al | 38,611 | $462.2 萬 | 0.04% | +10,896+39.3% | 加碼 |
| Hidden Lake Asset Management LP | 38,270 | $458.1 萬 | 2.10% | +38,270 | 新進 |
| O'Shares Investment Advisers, LLC | 37,783 | $452.3 萬 | 0.36% | +1,409+3.9% | 加碼 |
| Ambassador Advisors, LLC | 35,796 | $428.4 萬 | 0.83% | +3,955+12.4% | 加碼 |
| CFM Wealth Partners LLC | 35,761 | $428.1 萬 | 1.02% | −954−2.6% | 減碼 |
| Swedbank AB | 35,571 | $425.8 萬 | 0.01% | −420−1.2% | 減碼 |
| Avalon Global Asset Management LLC | 35,000 | $419.0 萬 | 1.57% | +35,000 | 新進 |
| Hamilton Lane Advisors LLC | 34,822 | $416.8 萬 | 0.93% | −6,814−16.4% | 減碼 |
| ClariVest Asset Management LLC | 34,710 | $415.5 萬 | 0.16% | +100.0% | 加碼 |