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 $749.7 億；方舟投資和索羅斯基金管理兩位大師持有。
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 +278.7 萬 (+1.2%)
- 總市值
- $103.5 億
- 較 2022 年第 1 季 −$175.4 億 (−62.9%)
- 新進機構
- 73
- 另有 213 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 | 1,228 | $749.7 億 |
| 2026 年第 1 季 | 1,139 | $570.6 億 |
| 2025 年第 4 季 | 1,091 | $548.7 億 |
| 2025 年第 3 季 | 1,039 | $614.2 億 |
| 2025 年第 2 季 | 947 | $545.8 億 |
| 2025 年第 1 季 | 872 | $300.5 億 |
| 2024 年第 4 季 | 772 | $284.3 億 |
| 2024 年第 3 季 | 680 | $207.5 億 |
| 2024 年第 2 季 | 652 | $211.9 億 |
| 2024 年第 1 季 | 709 | $296.4 億 |
| 2023 年第 4 季 | 678 | $232.8 億 |
| 2023 年第 3 季 | 573 | $158.1 億 |
| 2023 年第 2 季 | 560 | $160.4 億 |
| 2023 年第 1 季 | 572 | $162.0 億 |
| 2022 年第 4 季 | 550 | $109.7 億 |
| 2022 年第 3 季 | 563 | $128.6 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 |
|---|---|---|---|---|---|
| Intersect Capital LLC | 6,951 | $30.4 萬 | 0.09% | −8−0.1% | 減碼 |
| Cresset Asset Management, LLC | 7,270 | $31.3 萬 | 0.00% | −6,441−47.0% | 減碼 |
| Penserra Capital Management LLC | 7,181 | $31.4 萬 | 0.01% | +913+14.6% | 加碼 |
| Motley Fool Asset Management LLC | 6,364 | $32.1 萬 | 0.03% | −1,683−20.9% | 減碼 |
| Clare Market Investments LLC | 7,361 | $32.2 萬 | 0.14% | +7,361 | 新進 |
| Crestone Asset Management LLC | 7,375 | $32.3 萬 | 0.08% | 00.0% | 不變 |
| Intellectus Partners, LLC | 7,400 | $32.4 萬 | 0.11% | +7,400 | 新進 |
| Duality Advisers, LP | 7,471 | $32.7 萬 | 0.03% | +7,471 | 新進 |
| Beacon Investment Advisory Services, Inc. | 7,606 | $33.3 萬 | 0.02% | +26+0.3% | 加碼 |
| Guggenheim Capital LLC | 7,624 | $33.4 萬 | 0.00% | +1,720+29.1% | 加碼 |
| Moneta Group Investment Advisors LLC | 7,726 | $33.8 萬 | 0.01% | +2,947+61.7% | 加碼 |
| Financial Advisory Service, Inc. | 7,830 | $34.3 萬 | 0.04% | +100+1.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 7,988 | $34.9 萬 | 0.00% | −326−3.9% | 減碼 |
| Advisory Resource Group | 8,021 | $35.1 萬 | 0.11% | +3,970+98.0% | 加碼 |
| Solstein Capital, LLC | 8,210 | $35.9 萬 | 0.27% | 00.0% | 不變 |
| Simplify Asset Management Inc. | 8,236 | $36.0 萬 | 0.05% | −4,668−36.2% | 減碼 |
| First Republic Investment Management, Inc. | 8,333 | $36.5 萬 | 0.00% | −2,870−25.6% | 減碼 |
| Robeco Institutional Asset Management B.V. | 8,532 | $37.3 萬 | 0.00% | −272−3.1% | 減碼 |
| Parsons Capital Management Inc | 8,692 | $38.0 萬 | 0.03% | +443+5.4% | 加碼 |
| Shell Asset Management Co | 8,776 | $38.4 萬 | 0.01% | +322+3.8% | 加碼 |
| IFP Advisors, Inc | 14,392 | $38.5 萬 | 0.01% | −13,913−49.2% | 減碼 |
| Nicholas Investment Partners, LP | 8,804 | $38.5 萬 | 0.04% | +8,804 | 新進 |
| The PNC Financial Services Group, Inc. | 8,962 | $39.3 萬 | 0.00% | +59+0.7% | 加碼 |
| Impax Asset Management Group plc | 9,080 | $39.7 萬 | 0.00% | +1,603+21.4% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 9,218 | $40.3 萬 | 0.14% | +1,875+25.5% | 加碼 |
| Pearl River Capital, LLC | 9,265 | $40.5 萬 | 0.10% | +9,265 | 新進 |
| Caas Capital Management LP | 9,311 | $40.7 萬 | 0.06% | 00.0% | 不變 |
| M&T Bank Corp | 9,897 | $41.6 萬 | 0.00% | +1,478+17.6% | 加碼 |
| Pitcairn Co | 9,594 | $42.0 萬 | 0.04% | +1,752+22.3% | 加碼 |
| CWM Advisors, LLC | 9,698 | $42.4 萬 | 0.06% | −821−7.8% | 減碼 |
| Malaga Cove Capital, LLC | 9,689 | $42.4 萬 | 0.24% | 00.0% | 不變 |
| Citizens Financial Group Inc | 9,729 | $42.6 萬 | 0.02% | +1,163+13.6% | 加碼 |
| Proequities, Inc. | 9,879 | $43.2 萬 | 0.04% | +3,377+51.9% | 加碼 |
| Twin Capital Management Inc | 9,970 | $43.6 萬 | 0.06% | 00.0% | 不變 |
| Corient Capital Partners, LLC | 10,014 | $43.8 萬 | 0.03% | −20.0% | 減碼 |
| Steel Peak Wealth Management LLC | 10,000 | $43.8 萬 | 0.03% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 9,800 | $44.9 萬 | 0.02% | −455−4.4% | 減碼 |
| Kestra Private Wealth Services, LLC | 10,317 | $45.1 萬 | 0.03% | +895+9.5% | 加碼 |
| SG Americas Securities, LLC | 10,332 | $45.2 萬 | 0.01% | −34,453−76.9% | 減碼 |
| Sigma Planning Corp | 10,331 | $45.2 萬 | 0.02% | −1,132−9.9% | 減碼 |
| Signaturefd, LLC | 10,524 | $46.0 萬 | 0.02% | −82−0.8% | 減碼 |
| Mirador Capital Partners LP | 10,582 | $46.3 萬 | 0.11% | −10.0% | 減碼 |
| Avitas Wealth Management LLC | 10,604 | $46.4 萬 | 0.10% | +25+0.2% | 加碼 |
| Harvest Investment Services, LLC | 10,711 | $46.8 萬 | 0.36% | +4,000+59.6% | 加碼 |
| Kingsview Wealth Management, LLC | 10,735 | $47.0 萬 | 0.02% | +6,425+149.1% | 加碼 |
| Dynamic Technology Lab Private Ltd | 10,760 | $47.1 萬 | 0.05% | +10,760 | 新進 |
| IMC-Chicago, LLC | 10,819 | $47.3 萬 | 0.05% | +10,819 | 新進 |
| Illinois Municipal Retirement Fund | 10,913 | $47.7 萬 | 0.01% | +4,538+71.2% | 加碼 |
| Highland Capital Management, LLC | 10,956 | $47.9 萬 | 0.03% | +10,956 | 新進 |
| Data Collective II GP, LLC | 12,700 | $48.2 萬 | 2.37% | +12,700 | 新進 |
| ProShare Advisors LLC | 11,105 | $48.6 萬 | 0.00% | −4,595−29.3% | 減碼 |
| Lido Advisors, LLC | 11,329 | $49.5 萬 | 0.01% | −99−0.9% | 減碼 |
| Perpetual Investment Management Ltd | 11,375 | $49.8 萬 | 0.07% | 00.0% | 不變 |
| Mariner, LLC | 11,384 | $49.8 萬 | 0.00% | +11,384 | 新進 |
| Atria Wealth Solutions, Inc. | 11,464 | $50.2 萬 | 0.01% | +2,733+31.3% | 加碼 |
| Leonteq Securities AG | 11,656 | $51.0 萬 | 0.02% | +2,856+32.5% | 加碼 |
| Parkwood LLC | 11,841 | $51.8 萬 | 0.10% | +8,211+226.2% | 加碼 |
| Independent Advisor Alliance | 12,986 | $56.8 萬 | 0.03% | +44+0.3% | 加碼 |
| Daiwa Securities Group Inc. | 13,025 | $57.0 萬 | 0.00% | −9−0.1% | 減碼 |
| Panagora Asset Management Inc | 13,261 | $58.0 萬 | 0.00% | +5,030+61.1% | 加碼 |
| Afg Fiduciary Services Limited Partnership | 13,840 | $60.6 萬 | 0.53% | +3,139+29.3% | 加碼 |
| Two Sigma Securities, LLC | 13,921 | $60.9 萬 | 0.11% | +3,043+28.0% | 加碼 |
| CIBC Asset Management Inc | 13,973 | $61.1 萬 | 0.00% | −275−1.9% | 減碼 |
| Occudo Quantitative Strategies LP | 14,567 | $63.7 萬 | 0.05% | +11,512+376.8% | 加碼 |
| Ropes Wealth Advisors LLC | 14,739 | $64.5 萬 | 0.13% | 00.0% | 不變 |
| Cutler Group LP | 14,785 | $64.6 萬 | 0.09% | +6,758+84.2% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,830 | $64.9 萬 | 0.02% | −571−3.7% | 減碼 |
| AlphaCrest Capital Management LLC | 14,843 | $64.9 萬 | 0.03% | +14,843 | 新進 |
| Blue Barn Wealth, LLC | 14,927 | $65.3 萬 | 0.50% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 15,000 | $65.6 萬 | 0.01% | +900+6.4% | 加碼 |
| Raine Capital LLC | 15,000 | $65.6 萬 | 0.12% | 00.0% | 不變 |
| Prudential Financial Inc | 15,040 | $65.8 萬 | 0.00% | +9,900+192.6% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 15,314 | $67.0 萬 | 0.00% | −9,868−39.2% | 減碼 |
| Centiva Capital, LP | 15,407 | $67.4 萬 | 0.04% | +15,407 | 新進 |
| Caption Management, LLC | 15,434 | $67.5 萬 | 0.06% | +15,434 | 新進 |
| Vident Investment Advisory, LLC | 16,267 | $70.6 萬 | 0.02% | −2,610−13.8% | 減碼 |
| Old Well Partners, LLC | 16,200 | $70.9 萬 | 0.57% | +16,200 | 新進 |
| Schroder Investment Management Group | 16,263 | $71.1 萬 | 0.00% | +3,132+23.9% | 加碼 |
| New York Life Investments Alternatives | 16,260 | $71.1 萬 | 0.65% | +2,806+20.9% | 加碼 |
| ARS Investment Partners, LLC | 16,337 | $71.5 萬 | 0.10% | 00.0% | 不變 |
| Comerica Bank | 14,442 | $71.6 萬 | 0.01% | +5,868+68.4% | 加碼 |
| Corton Capital Inc. | 16,384 | $71.7 萬 | 0.68% | +6,617+67.7% | 加碼 |
| JustInvest LLC | 16,435 | $71.9 萬 | 0.03% | +2,580+18.6% | 加碼 |
| Grandview Asset Management LLC | 16,907 | $74.0 萬 | 0.41% | −149−0.9% | 減碼 |
| Creative Planning | 16,979 | $74.2 萬 | 0.00% | +7,868+86.4% | 加碼 |
| Victory Capital Management Inc | 16,997 | $74.4 萬 | 0.00% | −4,522−21.0% | 減碼 |
| Truist Financial Corp | 17,203 | $75.3 萬 | 0.00% | −4,580−21.0% | 減碼 |
| MetLife Investment Management | 17,326 | $75.8 萬 | 0.01% | +1,038+6.4% | 加碼 |
| Pier 88 Investment Partners LLC | 17,400 | $76.1 萬 | 0.18% | +3,360+23.9% | 加碼 |
| Draper Asset Management, LLC | 17,503 | $76.6 萬 | 0.91% | +1,199+7.4% | 加碼 |
| Westpac Banking Corp | 17,784 | $77.8 萬 | 0.01% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 17,929 | $78.4 萬 | 0.13% | +17,929 | 新進 |
| Delphia (USA) Inc. | 18,169 | $79.5 萬 | 0.55% | +11,174+159.7% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 15,235 | $80.1 萬 | 0.03% | +15,235 | 新進 |
| Lyell Wealth Management, LP | 18,416 | $80.6 萬 | 0.13% | −948−4.9% | 減碼 |
| Park Avenue Securities LLC | 19,217 | $84.1 萬 | 0.02% | +4,800+33.3% | 加碼 |
| Achmea Investment Management B.V. | 19,591 | $85.7 萬 | 0.03% | 00.0% | 不變 |
| Elo Mutual Pension Insurance Co | 19,603 | $85.8 萬 | 0.03% | −860−4.2% | 減碼 |
| Oppenheimer & Co Inc | 19,816 | $86.7 萬 | 0.02% | −5,871−22.9% | 減碼 |
| PEAK6 Investments LLC | 13,353 | $87.3 萬 | 0.02% | +13,350+445,000.0% | 加碼 |