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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 67,238 | $294.2 萬 | 0.01% | −24,578−26.8% | 減碼 |
| Arizona State Retirement System | 68,569 | $300.0 萬 | 0.03% | −2,826−4.0% | 減碼 |
| Nordea Investment Management AB | 70,738 | $301.2 萬 | 0.00% | +56,061+382.0% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 69,628 | $304.6 萬 | 0.04% | −10,800−13.4% | 減碼 |
| Davy Global Fund Management Ltd | 69,756 | $305.2 萬 | 0.60% | +42,761+158.4% | 加碼 |
| ING Groep NV | 70,000 | $306.3 萬 | 0.04% | +70,000 | 新進 |
| Prospera Financial Services Inc | 70,204 | $307.1 萬 | 0.16% | −1,371−1.9% | 減碼 |
| Kames Capital plc | 70,306 | $307.5 萬 | 0.06% | +180.0% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 72,214 | $315.9 萬 | 0.20% | +32,645+82.5% | 加碼 |
| Jump Financial, LLC | 73,226 | $320.4 萬 | 0.14% | +73,226 | 新進 |
| Advisor Group Holdings, Inc. | 75,010 | $329.8 萬 | 0.01% | +5,028+7.2% | 加碼 |
| LGT Group Foundation | 77,344 | $338.3 萬 | 0.10% | +13,295+20.8% | 加碼 |
| Center Lake Capital Management, LLC | 75,000 | $340.8 萬 | 1.72% | −175,000−70.0% | 減碼 |
| LPL Financial LLC | 78,693 | $344.3 萬 | 0.00% | −1,283−1.6% | 減碼 |
| Davis-Rea Ltd. | 80,300 | $351.4 萬 | 1.05% | +80,300 | 新進 |
| Jasper Ridge Partners, L.P. | 81,933 | $358.5 萬 | 0.22% | 00.0% | 不變 |
| Sentinel Trust Co Lba | 83,883 | $367.0 萬 | 0.57% | +65+0.1% | 加碼 |
| GAM Holding AG | 85,442 | $373.8 萬 | 0.25% | −44,949−34.5% | 減碼 |
| Pictet Asset Management SA | 85,703 | $375.0 萬 | 0.01% | −1,461−1.7% | 減碼 |
| Firsthand Capital Management, Inc. | 90,000 | $393.8 萬 | 3.40% | −10,000−10.0% | 減碼 |
| Royal London Asset Management Ltd | 90,963 | $397.9 萬 | 0.02% | 00.0% | 不變 |
| Quantbot Technologies LP | 97,567 | $426.8 萬 | 0.39% | +81,415+504.1% | 加碼 |
| Nwi Management LP | 100,000 | $437.5 萬 | 0.92% | 00.0% | 不變 |
| Storebrand Asset Management AS | 101,204 | $442.8 萬 | 0.03% | +5,234+5.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 103,249 | $451.7 萬 | 0.03% | +7,016+7.3% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 103,440 | $452.6 萬 | 0.01% | +103,440 | 新進 |
| Principal Financial Group Inc | 104,046 | $455.2 萬 | 0.00% | +69,539+201.5% | 加碼 |
| Asset Management One Co.,Ltd. | 107,548 | $470.5 萬 | 0.02% | −1,299−1.2% | 減碼 |
| Worldquant Millennium Advisors LLC | 112,622 | $492.7 萬 | 0.14% | +28,408+33.7% | 加碼 |
| Neuberger Berman Group LLC | 112,386 | $503.3 萬 | 0.01% | −283,076−71.6% | 減碼 |
| Raymond James & Associates | 116,348 | $509.0 萬 | 0.00% | +11,795+11.3% | 加碼 |
| Voya Investment Management LLC | 118,520 | $518.5 萬 | 0.01% | −3,630−3.0% | 減碼 |
| Liontrust Investment Partners LLP | 124,000 | $542.5 萬 | 0.08% | −20,000−13.9% | 減碼 |
| Toronto Dominion Bank | 124,533 | $544.7 萬 | 0.01% | +1,669+1.4% | 加碼 |
| Intech Investment Management LLC | 125,111 | $547.3 萬 | 0.03% | +125,111 | 新進 |
| Squarepoint Ops LLC | 125,953 | $551.0 萬 | 0.05% | +125,953 | 新進 |
| Renaissance Capital LLC | 126,389 | $553.0 萬 | 2.94% | +44,166+53.7% | 加碼 |
| Exchange Traded Concepts, LLC | 126,793 | $554.7 萬 | 0.16% | +38,690+43.9% | 加碼 |
| Cubist Systematic Strategies, LLC | 127,830 | $559.3 萬 | 0.04% | +70,821+124.2% | 加碼 |
| Miura Global Management, LLC | 128,000 | $560.0 萬 | 3.84% | +38,000+42.2% | 加碼 |
| Canada Pension Plan Investment Board | 131,613 | $575.9 萬 | 0.01% | +122,700+1,376.6% | 加碼 |
| Stanley-Laman Group, Ltd. | 132,651 | $580.3 萬 | 1.03% | +132,651 | 新進 |
| Freemont Management S.A. | 135,100 | $591.1 萬 | 1.02% | +76,200+129.4% | 加碼 |
| Forte Capital LLC | 135,512 | $592.9 萬 | 1.03% | −3,773−2.7% | 減碼 |
| Mizuho Markets Americas LLC | 138,825 | $607.4 萬 | 0.48% | −300−0.2% | 減碼 |
| Public Employees Retirement System of Ohio | 141,458 | $618.9 萬 | 0.03% | +3,595+2.6% | 加碼 |
| Treasurer of the State of North Carolina | 141,806 | $620.4 萬 | 0.04% | +21,667+18.0% | 加碼 |
| Mass Ave Global Inc. | 143,120 | $626.2 萬 | 3.43% | +143,120 | 新進 |
| Price T Rowe Associates Inc | 146,616 | $641.4 萬 | 0.00% | +1,497+1.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 150,298 | $657.6 萬 | 0.02% | −4,117−2.7% | 減碼 |
| Man Group plc | – | $658.7 萬 | 0.03% | – | – |
| RPG Investment Advisory, LLC | 154,804 | $677.3 萬 | 1.37% | +6,415+4.3% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 157,066 | $687.2 萬 | 1.84% | +85,838+120.5% | 加碼 |
| Alliancebernstein L.P. | 159,744 | $698.9 萬 | 0.00% | −77,113−32.6% | 減碼 |
| Nomura Holdings Inc | 155,946 | $710.2 萬 | 0.06% | +36,538+30.6% | 加碼 |
| Dimensional Fund Advisors LP | 164,230 | $718.7 萬 | 0.00% | −17,284−9.5% | 減碼 |
| 12 West Capital Management LP | 165,000 | $721.9 萬 | 0.62% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 174,283 | $762.5 萬 | 0.02% | −11,484−6.2% | 減碼 |
| Eaton Vance Management | 181,494 | $794.0 萬 | 0.01% | −1,648−0.9% | 減碼 |
| NZS Capital, LLC | 190,509 | $833.5 萬 | 0.89% | +143,467+305.0% | 加碼 |
| Allen Investment Management LLC | 195,490 | $855.3 萬 | 0.14% | 00.0% | 不變 |
| Jane Street Group, LLC | 203,995 | $892.5 萬 | 0.02% | −135,304−39.9% | 減碼 |
| Vontobel Holding Ltd. | 196,417 | $900.9 萬 | 0.10% | +131,292+201.6% | 加碼 |
| Atika Capital Management LLC | 209,000 | $914.3 萬 | 1.19% | −10,000−4.6% | 減碼 |
| Alberta Investment Management Corp | 224,607 | $982.7 萬 | 0.07% | +70,248+45.5% | 加碼 |
| Qube Research & Technologies Ltd | 243,435 | $1,065 萬 | 0.08% | +243,435 | 新進 |
| Great West Life Assurance Co | 255,644 | $1,119 萬 | 0.03% | +27,801+12.2% | 加碼 |
| Capital Fund Management S.A. | 257,484 | $1,126 萬 | 0.30% | +222,968+646.0% | 加碼 |
| HSBC Holdings PLC | 257,886 | $1,144 萬 | 0.02% | +80,394+45.3% | 加碼 |
| Credit Suisse AG | 265,176 | $1,160 萬 | 0.01% | +17,598+7.1% | 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 |
| Rhumbline Advisers | 270,542 | $1,184 萬 | 0.02% | +36,825+15.8% | 加碼 |
| Envestnet Asset Management Inc | 270,918 | $1,185 萬 | 0.01% | +73,537+37.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 271,103 | $1,186 萬 | 0.05% | +10,243+3.9% | 加碼 |
| Privium Fund Management B.V. | 279,935 | $1,225 萬 | 4.14% | +14,500+5.5% | 加碼 |
| Wells Fargo & Company | 286,398 | $1,253 萬 | 0.00% | +9,357+3.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 300,714 | $1,316 萬 | 0.03% | −2,726−0.9% | 減碼 |
| UBS Group AG | 306,510 | $1,341 萬 | 0.01% | +52,582+20.7% | 加碼 |
| Polar Capital Holdings Plc | 307,621 | $1,346 萬 | 0.08% | −279,385−47.6% | 減碼 |
| SQN Investors LP | 309,129 | $1,352 萬 | 2.73% | −88,357−22.2% | 減碼 |
| Gabelli Funds LLC | 309,670 | $1,355 萬 | 0.10% | +113,287+57.7% | 加碼 |
| Susquehanna International Group, LLP | 311,533 | $1,363 萬 | 0.03% | +173,447+125.6% | 加碼 |
| Berkshire Capital Holdings Inc | 324,150 | $1,418 萬 | 5.45% | +83,280+34.6% | 加碼 |
| Wolverine Asset Management LLC | 324,282 | $1,419 萬 | 0.18% | +251,723+346.9% | 加碼 |
| New York State Common Retirement Fund | 330,949 | $1,448 萬 | 0.02% | −4,417−1.3% | 減碼 |
| Citadel Advisors LLC | 335,397 | $1,467 萬 | 0.02% | −43,022−11.4% | 減碼 |
| Cota Capital Management, LLC | 336,770 | $1,473 萬 | 6.04% | 00.0% | 不變 |
| Barclays PLC | 342,536 | $1,499 萬 | 0.02% | +80,584+30.8% | 加碼 |
| Whetstone Capital Advisors, LLC | 350,538 | $1,534 萬 | 8.99% | +60,473+20.8% | 加碼 |
| Citigroup Inc | 374,374 | $1,638 萬 | 0.02% | −11,503−3.0% | 減碼 |
| JPMorgan Chase & Co | 374,764 | $1,640 萬 | 0.00% | +220,741+143.3% | 加碼 |
| Amundi | 380,008 | $1,695 萬 | 0.01% | −224,674−37.2% | 減碼 |
| National Pension Service | 389,360 | $1,704 萬 | 0.04% | +1,583+0.4% | 加碼 |
| KBC Group NV | 414,862 | $1,815 萬 | 0.09% | −410,556−49.7% | 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 |
| California State Teachers Retirement System | 430,200 | $1,882 萬 | 0.03% | −2,589−0.6% | 減碼 |
| Personal Capital Advisors Corp | 453,533 | $1,984 萬 | 0.10% | +140.0% | 加碼 |
| Twin Tree Management, LP | 472,728 | $2,068 萬 | 0.39% | +471,699+45,840.5% | 加碼 |
| Long Walk Management LP | 497,500 | $2,177 萬 | 20.99% | +207,500+71.6% | 加碼 |
| La Financiere de L'Echiquier | 505,000 | $2,209 萬 | 1.31% | +158,300+45.7% | 加碼 |