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 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
- $103.4 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 | $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 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 |
|---|---|---|---|---|---|
| APG Asset Management N.V. | 35,824 | $149.9 萬 | 0.00% | +22,234+163.6% | 加碼 |
| Cynosure Management, LLC | 34,224 | $149.7 萬 | 1.47% | 00.0% | 不變 |
| Janus Henderson Group PLC | 33,407 | $146.2 萬 | 0.00% | −124,586−78.9% | 減碼 |
| LGT Fund Management Co Ltd. | 32,887 | $143.9 萬 | 0.21% | +13,685+71.3% | 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 |
| Tower Research Capital LLC (TRC) | 32,448 | $142.0 萬 | 0.03% | +22,898+239.8% | 加碼 |
| Soltis Investment Advisors LLC | 31,263 | $136.8 萬 | 0.20% | −21−0.1% | 減碼 |
| Amalgamated Bank | 30,778 | $134.7 萬 | 0.01% | +1,601+5.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 30,036 | $131.4 萬 | 0.00% | −11,137−27.0% | 減碼 |
| SEI Investments Co | 31,007 | $131.3 萬 | 0.00% | +8,314+36.6% | 加碼 |
| Taylor Frigon Capital Management LLC | 29,894 | $130.8 萬 | 0.68% | −1,621−5.1% | 減碼 |
| ClariVest Asset Management LLC | 29,710 | $129.9 萬 | 0.06% | −5,000−14.4% | 減碼 |
| British Columbia Investment Management Corp | 29,008 | $126.9 萬 | 0.01% | −11,159−27.8% | 減碼 |
| Candriam Luxembourg S.C.A. | 28,641 | $125.3 萬 | 0.01% | +25,991+980.8% | 加碼 |
| Rafferty Asset Management, LLC | 28,474 | $124.6 萬 | 0.01% | +2,399+9.2% | 加碼 |
| Los Angeles Capital Management LLC | 27,666 | $121.0 萬 | 0.01% | +27,666 | 新進 |
| Mercer Global Advisors Inc | 27,565 | $120.6 萬 | 0.01% | −601−2.1% | 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 |
| Nissay Asset Management Corp | 26,484 | $115.9 萬 | 0.01% | −2,140−7.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 26,109 | $114.2 萬 | 0.01% | +12,109+86.5% | 加碼 |
| Kestra Advisory Services, LLC | 25,528 | $111.7 萬 | 0.01% | −7,173−21.9% | 減碼 |
| Bridgeway Capital Management, LLC | 25,420 | $111.2 萬 | 0.03% | 00.0% | 不變 |
| Cetera Investment Advisers | 25,240 | $110.4 萬 | 0.02% | +5,880+30.4% | 加碼 |
| Profund Advisors LLC | 25,187 | $110.2 萬 | 0.07% | −179−0.7% | 減碼 |
| Proem Advisors LLC | 25,000 | $109.4 萬 | 7.50% | +25,000 | 新進 |
| Mackenzie Financial Corp | 24,961 | $109.2 萬 | 0.00% | −7,409−22.9% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 24,680 | $108.0 萬 | 0.14% | +24,680 | 新進 |
| AtonRa Partners | 24,264 | $106.2 萬 | 0.98% | −2,332−8.8% | 減碼 |
| Private Advisory Group LLC | 23,336 | $102.1 萬 | 0.23% | +23,336 | 新進 |
| Standard Life Aberdeen plc | 22,242 | $102.0 萬 | 0.00% | −589−2.6% | 減碼 |
| Lazard Asset Management LLC | 22,888 | $100.0 萬 | 0.00% | +2,243+10.9% | 加碼 |
| Swedbank AB | 22,200 | $97.1 萬 | 0.00% | −13,371−37.6% | 減碼 |
| Ieq Capital, LLC | 21,641 | $94.6 萬 | 0.03% | +3,938+22.2% | 加碼 |
| Clear Harbor Asset Management, LLC | 21,552 | $94.3 萬 | 0.13% | +490+2.3% | 加碼 |
| Maryland State Retirement & Pension System | 21,508 | $94.1 萬 | 0.03% | +1,249+6.2% | 加碼 |
| Seven Eight Capital, LP | 21,353 | $93.4 萬 | 0.38% | +21,353 | 新進 |
| Deane Retirement Strategies, Inc. | 20,382 | $93.3 萬 | 0.58% | +20,382 | 新進 |
| D.A. Davidson & Co. | 21,253 | $93.0 萬 | 0.01% | −790−3.6% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 21,000 | $91.9 萬 | 0.02% | 00.0% | 不變 |
| Aspiriant, LLC | 20,913 | $91.5 萬 | 0.04% | 00.0% | 不變 |
| CIBC World Markets Inc. | 20,689 | $90.5 萬 | 0.00% | −1,122−5.1% | 減碼 |
| BBR Partners, LLC | 20,610 | $90.2 萬 | 0.11% | 00.0% | 不變 |
| 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 |
| Sepio Capital, LP | 20,210 | $88.4 萬 | 0.09% | +543+2.8% | 加碼 |
| Eagle Bay Advisors LLC | 20,190 | $88.3 萬 | 0.54% | 00.0% | 不變 |
| Natixis | 20,105 | $88.3 萬 | 0.00% | −20,791−50.8% | 減碼 |
| PEAK6 Investments LLC | 13,353 | $87.3 萬 | 0.02% | +13,350+445,000.0% | 加碼 |
| Oppenheimer & Co Inc | 19,816 | $86.7 萬 | 0.02% | −5,871−22.9% | 減碼 |
| Elo Mutual Pension Insurance Co | 19,603 | $85.8 萬 | 0.03% | −860−4.2% | 減碼 |
| Achmea Investment Management B.V. | 19,591 | $85.7 萬 | 0.03% | 00.0% | 不變 |
| Park Avenue Securities LLC | 19,217 | $84.1 萬 | 0.02% | +4,800+33.3% | 加碼 |
| Lyell Wealth Management, LP | 18,416 | $80.6 萬 | 0.13% | −948−4.9% | 減碼 |
| Strategic Wealth Advisors Group, LLC | 15,235 | $80.1 萬 | 0.03% | +15,235 | 新進 |
| Delphia (USA) Inc. | 18,169 | $79.5 萬 | 0.55% | +11,174+159.7% | 加碼 |
| Blueshift Asset Management, LLC | 17,929 | $78.4 萬 | 0.13% | +17,929 | 新進 |
| Westpac Banking Corp | 17,784 | $77.8 萬 | 0.01% | 00.0% | 不變 |
| Draper Asset Management, LLC | 17,503 | $76.6 萬 | 0.91% | +1,199+7.4% | 加碼 |
| Pier 88 Investment Partners LLC | 17,400 | $76.1 萬 | 0.18% | +3,360+23.9% | 加碼 |
| MetLife Investment Management | 17,326 | $75.8 萬 | 0.01% | +1,038+6.4% | 加碼 |
| Truist Financial Corp | 17,203 | $75.3 萬 | 0.00% | −4,580−21.0% | 減碼 |
| Victory Capital Management Inc | 16,997 | $74.4 萬 | 0.00% | −4,522−21.0% | 減碼 |
| Creative Planning | 16,979 | $74.2 萬 | 0.00% | +7,868+86.4% | 加碼 |
| Grandview Asset Management LLC | 16,907 | $74.0 萬 | 0.41% | −149−0.9% | 減碼 |
| JustInvest LLC | 16,435 | $71.9 萬 | 0.03% | +2,580+18.6% | 加碼 |
| Corton Capital Inc. | 16,384 | $71.7 萬 | 0.68% | +6,617+67.7% | 加碼 |
| Comerica Bank | 14,442 | $71.6 萬 | 0.01% | +5,868+68.4% | 加碼 |
| ARS Investment Partners, LLC | 16,337 | $71.5 萬 | 0.10% | 00.0% | 不變 |
| 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 |
| Old Well Partners, LLC | 16,200 | $70.9 萬 | 0.57% | +16,200 | 新進 |
| Vident Investment Advisory, LLC | 16,267 | $70.6 萬 | 0.02% | −2,610−13.8% | 減碼 |
| Caption Management, LLC | 15,434 | $67.5 萬 | 0.06% | +15,434 | 新進 |
| Centiva Capital, LP | 15,407 | $67.4 萬 | 0.04% | +15,407 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 15,314 | $67.0 萬 | 0.00% | −9,868−39.2% | 減碼 |
| Prudential Financial Inc | 15,040 | $65.8 萬 | 0.00% | +9,900+192.6% | 加碼 |
| Raine Capital LLC | 15,000 | $65.6 萬 | 0.12% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 15,000 | $65.6 萬 | 0.01% | +900+6.4% | 加碼 |
| Blue Barn Wealth, LLC | 14,927 | $65.3 萬 | 0.50% | 00.0% | 不變 |
| 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 |
| Cutler Group LP | 14,785 | $64.6 萬 | 0.09% | +6,758+84.2% | 加碼 |
| Ropes Wealth Advisors LLC | 14,739 | $64.5 萬 | 0.13% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 14,567 | $63.7 萬 | 0.05% | +11,512+376.8% | 加碼 |
| CIBC Asset Management Inc | 13,973 | $61.1 萬 | 0.00% | −275−1.9% | 減碼 |
| Two Sigma Securities, LLC | 13,921 | $60.9 萬 | 0.11% | +3,043+28.0% | 加碼 |
| Afg Fiduciary Services Limited Partnership | 13,840 | $60.6 萬 | 0.53% | +3,139+29.3% | 加碼 |
| Panagora Asset Management Inc | 13,261 | $58.0 萬 | 0.00% | +5,030+61.1% | 加碼 |
| Daiwa Securities Group Inc. | 13,025 | $57.0 萬 | 0.00% | −9−0.1% | 減碼 |
| Independent Advisor Alliance | 12,986 | $56.8 萬 | 0.03% | +44+0.3% | 加碼 |
| Parkwood LLC | 11,841 | $51.8 萬 | 0.10% | +8,211+226.2% | 加碼 |
| Leonteq Securities AG | 11,656 | $51.0 萬 | 0.02% | +2,856+32.5% | 加碼 |
| Atria Wealth Solutions, Inc. | 11,464 | $50.2 萬 | 0.01% | +2,733+31.3% | 加碼 |
| 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 |
| Lido Advisors, LLC | 11,329 | $49.5 萬 | 0.01% | −99−0.9% | 減碼 |
| ProShare Advisors LLC | 11,105 | $48.6 萬 | 0.00% | −4,595−29.3% | 減碼 |
| Data Collective II GP, LLC | 12,700 | $48.2 萬 | 2.37% | +12,700 | 新進 |