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 |
|---|---|---|---|---|---|
| Natixis | 20,105 | $88.3 萬 | 0.00% | −20,791−50.8% | 減碼 |
| Eagle Bay Advisors LLC | 20,190 | $88.3 萬 | 0.54% | 00.0% | 不變 |
| Sepio Capital, LP | 20,210 | $88.4 萬 | 0.09% | +543+2.8% | 加碼 |
| SWS Partners | 20,348 | $89.0 萬 | 0.75% | +49+0.2% | 加碼 |
| Lake Street Advisors Group, LLC | 20,332 | $89.0 萬 | 0.06% | +20,332 | 新進 |
| BBR Partners, LLC | 20,610 | $90.2 萬 | 0.11% | 00.0% | 不變 |
| CIBC World Markets Inc. | 20,689 | $90.5 萬 | 0.00% | −1,122−5.1% | 減碼 |
| Aspiriant, LLC | 20,913 | $91.5 萬 | 0.04% | 00.0% | 不變 |
| Migdal Insurance & Financial Holdings Ltd. | 21,000 | $91.9 萬 | 0.02% | 00.0% | 不變 |
| D.A. Davidson & Co. | 21,253 | $93.0 萬 | 0.01% | −790−3.6% | 減碼 |
| Deane Retirement Strategies, Inc. | 20,382 | $93.3 萬 | 0.58% | +20,382 | 新進 |
| Seven Eight Capital, LP | 21,353 | $93.4 萬 | 0.38% | +21,353 | 新進 |
| Maryland State Retirement & Pension System | 21,508 | $94.1 萬 | 0.03% | +1,249+6.2% | 加碼 |
| Clear Harbor Asset Management, LLC | 21,552 | $94.3 萬 | 0.13% | +490+2.3% | 加碼 |
| Ieq Capital, LLC | 21,641 | $94.6 萬 | 0.03% | +3,938+22.2% | 加碼 |
| Swedbank AB | 22,200 | $97.1 萬 | 0.00% | −13,371−37.6% | 減碼 |
| Lazard Asset Management LLC | 22,888 | $100.0 萬 | 0.00% | +2,243+10.9% | 加碼 |
| Standard Life Aberdeen plc | 22,242 | $102.0 萬 | 0.00% | −589−2.6% | 減碼 |
| Private Advisory Group LLC | 23,336 | $102.1 萬 | 0.23% | +23,336 | 新進 |
| AtonRa Partners | 24,264 | $106.2 萬 | 0.98% | −2,332−8.8% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 24,680 | $108.0 萬 | 0.14% | +24,680 | 新進 |
| Mackenzie Financial Corp | 24,961 | $109.2 萬 | 0.00% | −7,409−22.9% | 減碼 |
| Proem Advisors LLC | 25,000 | $109.4 萬 | 7.50% | +25,000 | 新進 |
| Profund Advisors LLC | 25,187 | $110.2 萬 | 0.07% | −179−0.7% | 減碼 |
| Cetera Investment Advisers | 25,240 | $110.4 萬 | 0.02% | +5,880+30.4% | 加碼 |
| Bridgeway Capital Management, LLC | 25,420 | $111.2 萬 | 0.03% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 25,528 | $111.7 萬 | 0.01% | −7,173−21.9% | 減碼 |
| Schonfeld Strategic Advisors LLC | 26,109 | $114.2 萬 | 0.01% | +12,109+86.5% | 加碼 |
| Nissay Asset Management Corp | 26,484 | $115.9 萬 | 0.01% | −2,140−7.5% | 減碼 |
| Riggs Asset Managment Co. Inc. | 27,201 | $119.0 萬 | 0.49% | −1,148−4.0% | 減碼 |
| Meridian Wealth Management, LLC | 27,200 | $119.0 萬 | 0.10% | +1,353+5.2% | 加碼 |
| Mercer Global Advisors Inc | 27,565 | $120.6 萬 | 0.01% | −601−2.1% | 減碼 |
| Los Angeles Capital Management LLC | 27,666 | $121.0 萬 | 0.01% | +27,666 | 新進 |
| Rafferty Asset Management, LLC | 28,474 | $124.6 萬 | 0.01% | +2,399+9.2% | 加碼 |
| Candriam Luxembourg S.C.A. | 28,641 | $125.3 萬 | 0.01% | +25,991+980.8% | 加碼 |
| British Columbia Investment Management Corp | 29,008 | $126.9 萬 | 0.01% | −11,159−27.8% | 減碼 |
| ClariVest Asset Management LLC | 29,710 | $129.9 萬 | 0.06% | −5,000−14.4% | 減碼 |
| Taylor Frigon Capital Management LLC | 29,894 | $130.8 萬 | 0.68% | −1,621−5.1% | 減碼 |
| SEI Investments Co | 31,007 | $131.3 萬 | 0.00% | +8,314+36.6% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 30,036 | $131.4 萬 | 0.00% | −11,137−27.0% | 減碼 |
| Amalgamated Bank | 30,778 | $134.7 萬 | 0.01% | +1,601+5.5% | 加碼 |
| Soltis Investment Advisors LLC | 31,263 | $136.8 萬 | 0.20% | −21−0.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 32,448 | $142.0 萬 | 0.03% | +22,898+239.8% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 32,626 | $142.7 萬 | 0.01% | −11,765−26.5% | 減碼 |
| Xponance, Inc. | 32,610 | $142.7 萬 | 0.03% | +4,028+14.1% | 加碼 |
| LGT Fund Management Co Ltd. | 32,887 | $143.9 萬 | 0.21% | +13,685+71.3% | 加碼 |
| Janus Henderson Group PLC | 33,407 | $146.2 萬 | 0.00% | −124,586−78.9% | 減碼 |
| Cynosure Management, LLC | 34,224 | $149.7 萬 | 1.47% | 00.0% | 不變 |
| APG Asset Management N.V. | 35,824 | $149.9 萬 | 0.00% | +22,234+163.6% | 加碼 |
| Hamilton Lane Advisors LLC | 34,822 | $152.3 萬 | 0.59% | 00.0% | 不變 |
| Strategic Vision Investment Ltd | 34,800 | $152.3 萬 | 4.46% | +24,500+237.9% | 加碼 |
| Banque Cantonale Vaudoise | 35,009 | $153.2 萬 | 0.08% | +7,964+29.4% | 加碼 |
| CFM Wealth Partners LLC | 35,228 | $154.1 萬 | 0.46% | −533−1.5% | 減碼 |
| DekaBank Deutsche Girozentrale | 35,187 | $158.1 萬 | 0.00% | −11,345−24.4% | 減碼 |
| AE Wealth Management LLC | 37,450 | $163.8 萬 | 0.01% | +8,219+28.1% | 加碼 |
| MML Investors Services, LLC | 37,500 | $164.1 萬 | 0.01% | +10,904+41.0% | 加碼 |
| AQR Capital Management LLC | 38,585 | $164.4 萬 | 0.00% | −18,356−32.2% | 減碼 |
| Gamco Investors, Inc. Et Al | 37,971 | $166.1 萬 | 0.02% | −640−1.7% | 減碼 |
| Teacher Retirement System of Texas | 38,315 | $167.6 萬 | 0.01% | −14,499−27.5% | 減碼 |
| HighTower Trust Services, LTA | 8,384 | $168.0 萬 | 0.18% | +8,384 | 新進 |
| Berylson Capital Partners, LLC | 39,300 | $171.9 萬 | 4.65% | +39,300 | 新進 |
| Jackson Square Capital, LLC | 39,391 | $172.3 萬 | 0.73% | −19,936−33.6% | 減碼 |
| Tiemann Investment Advisors, LLC | 40,141 | $175.6 萬 | 0.94% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 41,671 | $182.3 萬 | 0.02% | −10,939−20.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 41,754 | $182.7 萬 | 0.01% | −587−1.4% | 減碼 |
| Handelsbanken Fonder AB | 41,781 | $182.8 萬 | 0.01% | −71,308−63.1% | 減碼 |
| Blair William & Co | 42,067 | $184.0 萬 | 0.01% | −8,929−17.5% | 減碼 |
| IFM Investors Pty Ltd | 42,083 | $184.1 萬 | 0.03% | +1,836+4.6% | 加碼 |
| Evercore Wealth Management, LLC | 43,500 | $190.3 萬 | 0.04% | −131,324−75.1% | 減碼 |
| Gulf International Bank (UK) Ltd | 41,834 | $191.8 萬 | 0.03% | 00.0% | 不變 |
| Ambassador Advisors, LLC | 43,911 | $192.1 萬 | 0.43% | +8,115+22.7% | 加碼 |
| Harbor Capital Advisors, Inc. | 44,544 | $194.9 萬 | 1.48% | +25,888+138.8% | 加碼 |
| US Bancorp | 44,692 | $195.5 萬 | 0.00% | +4,369+10.8% | 加碼 |
| Sanders Morris Harris LLC | 42,746 | $195.8 萬 | 0.43% | +40,703+1,992.3% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 45,203 | $197.8 萬 | 0.01% | −1,631−3.5% | 減碼 |
| Prudential PLC | 45,613 | $199.6 萬 | 0.04% | −9,641−17.4% | 減碼 |
| Verition Fund Management LLC | 46,889 | $205.1 萬 | 0.04% | +35,901+326.7% | 加碼 |
| Utah Retirement Systems | 47,562 | $208.1 萬 | 0.03% | +800+1.7% | 加碼 |
| Aviva PLC | 48,616 | $212.7 萬 | 0.01% | −11,663−19.3% | 減碼 |
| Jacob Asset Management of New York LLC | 49,780 | $217.8 萬 | 2.20% | +38,296+333.5% | 加碼 |
| Alps Advisors Inc | 50,584 | $221.3 萬 | 0.02% | +50,584 | 新進 |
| Rockefeller Capital Management L.P. | 50,680 | $221.5 萬 | 0.01% | −1,347−2.6% | 減碼 |
| TD Asset Management Inc | 50,842 | $222.4 萬 | 0.00% | −50−0.1% | 減碼 |
| Commonwealth Equity Services, LLC | 50,957 | $222.9 萬 | 0.01% | +12,100+31.1% | 加碼 |
| Titleist Asset Management, Ltd. | 50,962 | $223.0 萬 | 0.55% | +2,710+5.6% | 加碼 |
| Tudor Investment Corp Et Al | 52,032 | $227.6 萬 | 0.07% | −7,971−13.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 52,304 | $228.8 萬 | 0.01% | +4,580+9.6% | 加碼 |
| Andra AP-fonden | 52,600 | $230.1 萬 | 0.07% | +52,600 | 新進 |
| Korea Investment CORP | 52,700 | $230.6 萬 | 0.01% | −83,000−61.2% | 減碼 |
| Nomura Asset Management Co Ltd | 53,180 | $232.7 萬 | 0.01% | 00.0% | 不變 |
| DnB Asset Management AS | 54,216 | $237.2 萬 | 0.02% | +15,459+39.9% | 加碼 |
| Codex Capital, L.L.C. | 10,000 | $239.4 萬 | 1.46% | −10,000−50.0% | 減碼 |
| Forsta Ap-Fonden | 55,900 | $244.6 萬 | 0.03% | −22,700−28.9% | 減碼 |
| USS Investment Management Ltd | 56,805 | $248.5 萬 | 0.02% | −4,022−6.6% | 減碼 |
| HighTower Advisors, LLC | 58,330 | $255.4 萬 | 0.01% | +8,736+17.6% | 加碼 |
| Circle Wealth Management, LLC | 59,741 | $261.4 萬 | 0.42% | +38,737+184.4% | 加碼 |
| Stifel Financial Corp | 60,875 | $266.3 萬 | 0.00% | −3,764−5.8% | 減碼 |
| Heirloom Wealth Management | 37,778 | $270.6 萬 | 2.21% | +3,078+8.9% | 加碼 |
| Paloma Partners Management Co | 64,011 | $280.0 萬 | 0.28% | +45,469+245.2% | 加碼 |
| Russell Investments Group, Ltd. | 63,250 | $282.4 萬 | 0.01% | −15,255−19.4% | 減碼 |