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 1,272 家機構在 13F 申報持有，市值合計 $785.1 億；方舟投資、橡樹資本等 3 位大師持有。
2022 年第 2 季 13F 持有人
Cloudflare, Inc. 在 2022/6/30 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
- 550
- 較 2022 年第 1 季 −80 家
- 持有股數
- 2.36 億
- 較 2022 年第 1 季 +300.2 萬 (+1.3%)
- 總市值
- $103.6 億
- 較 2022 年第 1 季 −$175.3 億 (−62.9%)
- 新進機構
- 73
- 另有 214 家加碼
- 清倉機構
- 153
- 另有 166 家減碼
另有 11 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 | 1,272 | $785.1 億 |
| 2026 年第 1 季 | 1,160 | $585.1 億 |
| 2025 年第 4 季 | 1,107 | $564.0 億 |
| 2025 年第 3 季 | 1,056 | $629.9 億 |
| 2025 年第 2 季 | 968 | $561.7 億 |
| 2025 年第 1 季 | 891 | $316.0 億 |
| 2024 年第 4 季 | 795 | $296.8 億 |
| 2024 年第 3 季 | 706 | $219.8 億 |
| 2024 年第 2 季 | 680 | $224.0 億 |
| 2024 年第 1 季 | 730 | $308.8 億 |
| 2023 年第 4 季 | 701 | $244.1 億 |
| 2023 年第 3 季 | 603 | $214.8 億 |
| 2023 年第 2 季 | 587 | $206.0 億 |
| 2023 年第 1 季 | 598 | $198.5 億 |
| 2022 年第 4 季 | 573 | $119.0 億 |
| 2022 年第 3 季 | 588 | $141.4 億 |
| 2022 年第 2 季 | 550 | $103.6 億 |
| 2022 年第 1 季 | 641 | $279.6 億 |
| 2021 年第 4 季 | 681 | $298.0 億 |
| 2021 年第 3 季 | 620 | $245.6 億 |
| 2021 年第 2 季 | 537 | $226.2 億 |
| 2021 年第 1 季 | 507 | $137.5 億 |
2022 年第 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 34,416,225 | $15.1 億 | 0.20% | +4,670,132+15.7% | 加碼 |
| Baillie Gifford & Co | 24,114,608 | $10.6 億 | 1.08% | −3,019,220−11.1% | 減碼 |
| Vanguard Group Inc | 23,901,890 | $10.5 億 | 0.03% | +543,890+2.3% | 加碼 |
| FMR LLC | 16,470,215 | $7.21 億 | 0.07% | −5,978,429−26.6% | 減碼 |
| Sands Capital Management, LLC | 15,643,953 | $6.84 億 | 2.37% | +2,093,425+15.4% | 加碼 |
| BlackRock Inc. | 14,276,230 | $6.25 億 | 0.02% | −815,626−5.4% | 減碼 |
| Capital World Investors | 10,499,987 | $4.59 億 | 0.10% | −6,546,477−38.4% | 減碼 |
| First Trust Advisors LP | 9,583,117 | $4.19 億 | 0.52% | +3,134,967+48.6% | 加碼 |
| State Street Corp | 5,440,180 | $2.38 億 | 0.01% | −112,429−2.0% | 減碼 |
| Geode Capital Management, LLC | 3,487,003 | $1.52 億 | 0.02% | +6,486+0.2% | 加碼 |
| Franklin Resources Inc | 2,991,913 | $1.31 億 | 0.06% | +369,048+14.1% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 2,757,647 | $1.21 億 | 2.15% | −575,423−17.3% | 減碼 |
| Two Sigma Investments, LP | 2,749,540 | $1.20 億 | 0.40% | +1,678,682+156.8% | 加碼 |
| Norges Bank | 2,681,372 | $1.17 億 | 0.03% | +139,888+5.5% | 加碼 |
| Legal & General Group Plc | 2,667,897 | $1.17 億 | 0.04% | +270,389+11.3% | 加碼 |
| Allianz Asset Management GmbH | 2,425,322 | $1.06 億 | 0.11% | −468,769−16.2% | 減碼 |
| Two Sigma Advisers, LP | 2,371,000 | $1.04 億 | 0.29% | +852,000+56.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,941,442 | $8,494 萬 | 0.14% | +403,528+26.2% | 加碼 |
| Voloridge Investment Management, LLC | 1,923,272 | $8,414 萬 | 0.44% | +1,820,407+1,769.7% | 加碼 |
| NEA Management Company, LLC | 1,877,510 | $8,214 萬 | 4.22% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 1,744,196 | $7,631 萬 | 0.02% | +772,160+79.4% | 加碼 |
| Northern Trust Corp | 1,651,256 | $7,224 萬 | 0.02% | −33,948−2.0% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,472,578 | $6,443 萬 | 0.05% | +126,857+9.4% | 加碼 |
| ETF Managers Group, LLC | 1,329,678 | $6,099 萬 | 1.77% | +439,004+49.3% | 加碼 |
| Royal Bank of Canada | 1,355,043 | $5,928 萬 | 0.02% | +423,036+45.4% | 加碼 |
| Strategy Capital LLC | 1,322,582 | $5,786 萬 | 10.10% | +631,506+91.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,254,733 | $5,490 萬 | 0.14% | −166,621−11.7% | 減碼 |
| Alfreton Capital LLP | 1,200,000 | $5,250 萬 | 38.99% | +700,000+140.0% | 加碼 |
| Bank of America Corp | 1,150,262 | $5,032 萬 | 0.01% | +81,848+7.7% | 加碼 |
| Macquarie Group Ltd | 1,111,269 | $4,862 萬 | 0.05% | +48,175+4.5% | 加碼 |
| Bank of New York Mellon Corp | 1,084,594 | $4,745 萬 | 0.01% | +81,853+8.2% | 加碼 |
| Swiss National Bank | 1,084,100 | $4,743 萬 | 0.03% | −42,900−3.8% | 減碼 |
| SW Investment Management LLC | 1,000,000 | $4,375 萬 | 24.69% | +275,000+37.9% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 976,645 | $4,273 萬 | 4.77% | +740,000+312.7% | 加碼 |
| UBS Asset Management Americas Inc | 929,779 | $4,068 萬 | 0.02% | −17,857−1.9% | 減碼 |
| American Century Companies Inc | 906,761 | $3,967 萬 | 0.03% | +102,468+12.7% | 加碼 |
| Bank of Montreal | 792,276 | $3,929 萬 | 0.02% | +277,863+54.0% | 加碼 |
| Charles Schwab Investment Management Inc | 876,316 | $3,834 萬 | 0.01% | +20,074+2.3% | 加碼 |
| Bessemer Group Inc | 855,897 | $3,745 萬 | 0.09% | +22,531+2.7% | 加碼 |
| Renaissance Technologies LLC | 825,000 | $3,609 萬 | 0.04% | −514,500−38.4% | 減碼 |
| Deutsche Bank AG | 808,326 | $3,537 萬 | 0.02% | −500,085−38.2% | 減碼 |
| Nuveen Asset Management, LLC | 798,734 | $3,494 萬 | 0.01% | +56,605+7.6% | 加碼 |
| Nikko Asset Management Americas, Inc. | 733,937 | $3,156 萬 | 0.39% | +186,003+33.9% | 加碼 |
| Bamco Inc | 681,901 | $2,983 萬 | 0.10% | +171,971+33.7% | 加碼 |
| Invesco Ltd. | 595,845 | $2,607 萬 | 0.01% | −463,610−43.8% | 減碼 |
| Millennium Management LLC | 546,838 | $2,392 萬 | 0.03% | +39,657+7.8% | 加碼 |
| Peregrine Capital Management LLC | 522,223 | $2,285 萬 | 0.69% | +151,671+40.9% | 加碼 |
| California Public Employees Retirement System | 520,118 | $2,276 萬 | 0.02% | −11,698−2.2% | 減碼 |
| Marshall Wace, LLP | 513,202 | $2,245 萬 | 0.05% | +404,818+373.5% | 加碼 |
| Ameriprise Financial Inc | 506,041 | $2,213 萬 | 0.01% | +210,835+71.4% | 加碼 |
| La Financiere de L'Echiquier | 505,000 | $2,209 萬 | 1.31% | +158,300+45.7% | 加碼 |
| Long Walk Management LP | 497,500 | $2,177 萬 | 20.99% | +207,500+71.6% | 加碼 |
| Twin Tree Management, LP | 472,728 | $2,068 萬 | 0.39% | +471,699+45,840.5% | 加碼 |
| Personal Capital Advisors Corp | 453,533 | $1,984 萬 | 0.10% | +140.0% | 加碼 |
| California State Teachers Retirement System | 430,200 | $1,882 萬 | 0.03% | −2,589−0.6% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 324,635 | $1,818 萬 | 0.11% | +78,858+32.1% | 加碼 |
| KBC Group NV | 414,862 | $1,815 萬 | 0.09% | −410,556−49.7% | 減碼 |
| National Pension Service | 389,360 | $1,704 萬 | 0.04% | +1,583+0.4% | 加碼 |
| Amundi | 380,008 | $1,695 萬 | 0.01% | −224,674−37.2% | 減碼 |
| JPMorgan Chase & Co | 374,764 | $1,640 萬 | 0.00% | +220,741+143.3% | 加碼 |
| Citigroup Inc | 374,374 | $1,638 萬 | 0.02% | −11,503−3.0% | 減碼 |
| Whetstone Capital Advisors, LLC | 350,538 | $1,534 萬 | 8.99% | +60,473+20.8% | 加碼 |
| Barclays PLC | 342,536 | $1,499 萬 | 0.02% | +80,584+30.8% | 加碼 |
| Cota Capital Management, LLC | 336,770 | $1,473 萬 | 6.04% | 00.0% | 不變 |
| Citadel Advisors LLC | 335,397 | $1,467 萬 | 0.02% | −43,022−11.4% | 減碼 |
| New York State Common Retirement Fund | 330,949 | $1,448 萬 | 0.02% | −4,417−1.3% | 減碼 |
| Nomura Holdings Inc | 311,892 | $1,420 萬 | 0.06% | +192,484+161.2% | 加碼 |
| Wolverine Asset Management LLC | 324,282 | $1,419 萬 | 0.18% | +251,723+346.9% | 加碼 |
| Berkshire Capital Holdings Inc | 324,150 | $1,418 萬 | 5.45% | +83,280+34.6% | 加碼 |
| Susquehanna International Group, LLP | 311,533 | $1,363 萬 | 0.03% | +173,447+125.6% | 加碼 |
| Gabelli Funds LLC | 309,670 | $1,355 萬 | 0.10% | +113,287+57.7% | 加碼 |
| SQN Investors LP | 309,129 | $1,352 萬 | 2.73% | −88,357−22.2% | 減碼 |
| Polar Capital Holdings Plc | 307,621 | $1,346 萬 | 0.08% | −279,385−47.6% | 減碼 |
| UBS Group AG | 306,510 | $1,341 萬 | 0.01% | +52,582+20.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 300,714 | $1,316 萬 | 0.03% | −2,726−0.9% | 減碼 |
| Wells Fargo & Company | 286,398 | $1,253 萬 | 0.00% | +9,357+3.4% | 加碼 |
| Privium Fund Management B.V. | 279,935 | $1,225 萬 | 4.14% | +14,500+5.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 271,103 | $1,186 萬 | 0.05% | +10,243+3.9% | 加碼 |
| Envestnet Asset Management Inc | 270,918 | $1,185 萬 | 0.01% | +73,537+37.3% | 加碼 |
| Rhumbline Advisers | 270,542 | $1,184 萬 | 0.02% | +36,825+15.8% | 加碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 267,237 | $1,169 萬 | 0.68% | +22,900+9.4% | 加碼 |
| Credit Suisse AG | 265,176 | $1,160 萬 | 0.01% | +17,598+7.1% | 加碼 |
| HSBC Holdings PLC | 257,886 | $1,144 萬 | 0.02% | +80,394+45.3% | 加碼 |
| Capital Fund Management S.A. | 257,484 | $1,126 萬 | 0.30% | +222,968+646.0% | 加碼 |
| Great West Life Assurance Co | 255,644 | $1,119 萬 | 0.03% | +27,801+12.2% | 加碼 |
| Qube Research & Technologies Ltd | 243,435 | $1,065 萬 | 0.08% | +243,435 | 新進 |
| Alberta Investment Management Corp | 224,607 | $982.7 萬 | 0.07% | +70,248+45.5% | 加碼 |
| Atika Capital Management LLC | 209,000 | $914.3 萬 | 1.19% | −10,000−4.6% | 減碼 |
| Vontobel Holding Ltd. | 196,417 | $900.9 萬 | 0.10% | +131,292+201.6% | 加碼 |
| Jane Street Group, LLC | 203,995 | $892.5 萬 | 0.02% | −135,304−39.9% | 減碼 |
| Nwi Management LP | 200,000 | $875.0 萬 | 0.95% | +100,000+100.0% | 加碼 |
| Allen Investment Management LLC | 195,490 | $855.3 萬 | 0.14% | 00.0% | 不變 |
| NZS Capital, LLC | 190,509 | $833.5 萬 | 0.89% | +143,467+305.0% | 加碼 |
| Eaton Vance Management | 181,494 | $794.0 萬 | 0.01% | −1,648−0.9% | 減碼 |
| State of Wisconsin Investment Board | 174,283 | $762.5 萬 | 0.02% | −11,484−6.2% | 減碼 |
| 12 West Capital Management LP | 165,000 | $721.9 萬 | 0.62% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 164,230 | $718.7 萬 | 0.00% | −17,284−9.5% | 減碼 |
| Alliancebernstein L.P. | 159,744 | $698.9 萬 | 0.00% | −77,113−32.6% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 157,066 | $687.2 萬 | 1.84% | +85,838+120.5% | 加碼 |
| RPG Investment Advisory, LLC | 154,804 | $677.3 萬 | 1.37% | +6,415+4.3% | 加碼 |