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、11 筆賣出；2026 年第 2 季末有 1,234 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 3 季 13F 持有人
Cloudflare, Inc. 在 2022/9/30 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
- 563
- 較 2022 年第 2 季 +19 家
- 持有股數
- 2.33 億
- 較 2022 年第 2 季 −339.6 萬 (−1.4%)
- 總市值
- $128.5 億
- 較 2022 年第 2 季 +$25.1 億 (+24.3%)
- 新進機構
- 83
- 另有 216 家加碼
- 清倉機構
- 64
- 另有 166 家減碼
另有 6 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 | 1,234 | $697.8 億 |
| 2026 年第 1 季 | 1,145 | $570.6 億 |
| 2025 年第 4 季 | 1,096 | $548.2 億 |
| 2025 年第 3 季 | 1,045 | $591.4 億 |
| 2025 年第 2 季 | 950 | $543.2 億 |
| 2025 年第 1 季 | 873 | $297.5 億 |
| 2024 年第 4 季 | 774 | $284.2 億 |
| 2024 年第 3 季 | 681 | $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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 33,143,190 | $18.3 億 | 0.25% | −1,273,035−3.7% | 減碼 |
| Vanguard Group Inc | 25,299,971 | $14.0 億 | 0.04% | +1,398,081+5.8% | 加碼 |
| Baillie Gifford & Co | 24,725,247 | $13.7 億 | 1.41% | +610,639+2.5% | 加碼 |
| FMR LLC | 19,549,635 | $10.8 億 | 0.11% | +3,079,420+18.7% | 加碼 |
| Sands Capital Management, LLC | 15,956,268 | $8.83 億 | 3.31% | +312,315+2.0% | 加碼 |
| BlackRock Inc. | 14,316,553 | $7.92 億 | 0.03% | +40,323+0.3% | 加碼 |
| Capital World Investors | 8,069,187 | $4.46 億 | 0.10% | −2,430,800−23.2% | 減碼 |
| First Trust Advisors LP | 5,595,468 | $3.09 億 | 0.40% | −3,987,649−41.6% | 減碼 |
| State Street Corp | 5,513,444 | $3.05 億 | 0.02% | +73,264+1.3% | 加碼 |
| Legal & General Group Plc | 3,627,734 | $2.01 億 | 0.08% | +959,837+36.0% | 加碼 |
| Geode Capital Management, LLC | 3,512,949 | $1.94 億 | 0.03% | +25,946+0.7% | 加碼 |
| Franklin Resources Inc | 3,433,898 | $1.90 億 | 0.10% | +441,985+14.8% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 2,998,491 | $1.66 億 | 2.89% | +240,844+8.7% | 加碼 |
| Norges Bank | 2,413,417 | $1.33 億 | 0.04% | −267,955−10.0% | 減碼 |
| Voya Investment Management LLC | 2,375,022 | $1.31 億 | 0.16% | +2,256,502+1,903.9% | 加碼 |
| NEA Management Company, LLC | 1,877,510 | $1.04 億 | 5.18% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 1,810,728 | $1.00 億 | 0.03% | +66,532+3.8% | 加碼 |
| Northern Trust Corp | 1,657,640 | $9,168 萬 | 0.02% | +6,384+0.4% | 加碼 |
| Two Sigma Advisers, LP | 1,546,100 | $8,552 萬 | 0.25% | −824,900−34.8% | 減碼 |
| American Century Companies Inc | 1,518,760 | $8,400 萬 | 0.07% | +611,999+67.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,482,780 | $8,201 萬 | 0.07% | +10,202+0.7% | 加碼 |
| Strategy Capital LLC | 1,470,236 | $8,132 萬 | 13.88% | +147,654+11.2% | 加碼 |
| Royal Bank of Canada | 1,392,312 | $7,701 萬 | 0.03% | +37,269+2.8% | 加碼 |
| Bank of New York Mellon Corp | 1,335,794 | $7,388 萬 | 0.02% | +251,200+23.2% | 加碼 |
| Macquarie Group Ltd | 1,302,962 | $7,207 萬 | 0.09% | +191,693+17.2% | 加碼 |
| Alfreton Capital LLP | 1,300,000 | $7,190 萬 | 45.41% | +100,000+8.3% | 加碼 |
| Voloridge Investment Management, LLC | 1,253,384 | $6,933 萬 | 0.37% | −669,888−34.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,247,424 | $6,900 萬 | 0.19% | −7,309−0.6% | 減碼 |
| ETF Managers Group, LLC | 1,206,610 | $6,674 萬 | 2.14% | −123,068−9.3% | 減碼 |
| Swiss National Bank | 1,097,000 | $6,068 萬 | 0.04% | +12,900+1.2% | 加碼 |
| Jane Street Group, LLC | 1,064,867 | $5,890 萬 | 0.11% | +860,872+422.0% | 加碼 |
| Bank of America Corp | 1,061,586 | $5,872 萬 | 0.01% | −88,676−7.7% | 減碼 |
| Polar Capital Holdings Plc | 1,044,199 | $5,776 萬 | 0.47% | +736,578+239.4% | 加碼 |
| Invesco Ltd. | 1,006,147 | $5,565 萬 | 0.02% | +410,302+68.9% | 加碼 |
| SW Investment Management LLC | 1,000,000 | $5,531 萬 | 27.79% | 00.0% | 不變 |
| Optimus Prime Fund Management Co., Ltd. | 976,645 | $5,402 萬 | 7.01% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 927,691 | $5,131 萬 | 0.03% | −2,088−0.2% | 減碼 |
| Charles Schwab Investment Management Inc | 892,486 | $4,936 萬 | 0.02% | +16,170+1.8% | 加碼 |
| Bessemer Group Inc | 883,974 | $4,889 萬 | 0.13% | +28,077+3.3% | 加碼 |
| Deutsche Bank AG | 797,603 | $4,412 萬 | 0.03% | −10,723−1.3% | 減碼 |
| Nuveen Asset Management, LLC | 773,591 | $4,279 萬 | 0.02% | −25,143−3.1% | 減碼 |
| Bamco Inc | 764,489 | $4,228 萬 | 0.14% | +82,588+12.1% | 加碼 |
| Nikko Asset Management Americas, Inc. | 740,881 | $4,112 萬 | 0.53% | +6,944+0.9% | 加碼 |
| Credit Suisse AG | 711,166 | $3,934 萬 | 0.04% | +445,990+168.2% | 加碼 |
| Long Walk Management LP | 674,000 | $3,726 萬 | 35.85% | +176,500+35.5% | 加碼 |
| Bank of Montreal | 614,039 | $3,655 萬 | 0.03% | −178,237−22.5% | 減碼 |
| Millennium Management LLC | 605,675 | $3,350 萬 | 0.04% | +58,837+10.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 589,126 | $3,259 萬 | 0.06% | −1,352,316−69.7% | 減碼 |
| California Public Employees Retirement System | 573,350 | $3,171 萬 | 0.03% | +53,232+10.2% | 加碼 |
| Lord, Abbett & Co. LLC | 544,409 | $3,011 萬 | 0.11% | +544,409 | 新進 |
| Ameriprise Financial Inc | 517,828 | $2,868 萬 | 0.01% | +11,787+2.3% | 加碼 |
| Peregrine Capital Management LLC | 517,299 | $2,861 萬 | 0.93% | −4,924−0.9% | 減碼 |
| La Financiere de L'Echiquier | 516,000 | $2,854 萬 | 1.81% | +11,000+2.2% | 加碼 |
| Amundi | 468,258 | $2,846 萬 | 0.02% | +88,250+23.2% | 加碼 |
| Personal Capital Advisors Corp | 453,519 | $2,508 萬 | 0.14% | −140.0% | 減碼 |
| California State Teachers Retirement System | 428,426 | $2,370 萬 | 0.04% | −1,774−0.4% | 減碼 |
| Barclays PLC | 387,617 | $2,144 萬 | 0.02% | +45,081+13.2% | 加碼 |
| National Pension Service | 387,987 | $2,128 萬 | 0.04% | −1,373−0.4% | 減碼 |
| UBS Group AG | 353,257 | $1,954 萬 | 0.01% | +46,747+15.3% | 加碼 |
| Whetstone Capital Advisors, LLC | 346,085 | $1,914 萬 | 11.81% | −4,453−1.3% | 減碼 |
| Wolverine Asset Management LLC | 332,651 | $1,840 萬 | 0.27% | +8,369+2.6% | 加碼 |
| New York State Common Retirement Fund | 318,884 | $1,764 萬 | 0.03% | −12,065−3.6% | 減碼 |
| Berkshire Capital Holdings Inc | 312,430 | $1,728 萬 | 6.94% | −11,720−3.6% | 減碼 |
| Susquehanna International Group, LLP | 310,942 | $1,720 萬 | 0.03% | −591−0.2% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 310,308 | $1,716 萬 | 0.12% | −14,327−4.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 302,594 | $1,674 萬 | 0.04% | +1,880+0.6% | 加碼 |
| Eaton Vance Management | 299,759 | $1,658 萬 | 0.02% | +118,265+65.2% | 加碼 |
| Rhumbline Advisers | 293,836 | $1,625 萬 | 0.02% | +23,294+8.6% | 加碼 |
| Allianz Asset Management GmbH | 285,572 | $1,580 萬 | 0.04% | −2,139,750−88.2% | 減碼 |
| Great West Life Assurance Co | 280,090 | $1,547 萬 | 0.04% | +24,446+9.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 279,403 | $1,545 萬 | 0.05% | +8,300+3.1% | 加碼 |
| Privium Fund Management B.V. | 279,935 | $1,535 萬 | 5.81% | 00.0% | 不變 |
| Cota Capital Management, LLC | 274,770 | $1,520 萬 | 7.82% | −62,000−18.4% | 減碼 |
| Atika Capital Management LLC | 252,500 | $1,397 萬 | 1.58% | +43,500+20.8% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 249,305 | $1,379 萬 | 0.79% | +249,305 | 新進 |
| Two Sigma Investments, LP | 240,929 | $1,333 萬 | 0.05% | −2,508,611−91.2% | 減碼 |
| Envestnet Asset Management Inc | 239,339 | $1,324 萬 | 0.01% | −31,579−11.7% | 減碼 |
| Wells Fargo & Company | 233,715 | $1,293 萬 | 0.00% | −52,683−18.4% | 減碼 |
| HSBC Holdings PLC | 225,565 | $1,266 萬 | 0.02% | −32,321−12.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 228,233 | $1,262 萬 | 0.02% | +124,793+120.6% | 加碼 |
| Alberta Investment Management Corp | 226,007 | $1,250 萬 | 0.10% | +1,400+0.6% | 加碼 |
| HRT Financial LP | 218,540 | $1,209 萬 | 0.13% | +218,540 | 新進 |
| Aviva PLC | 213,758 | $1,182 萬 | 0.07% | +165,142+339.7% | 加碼 |
| NZS Capital, LLC | 213,318 | $1,180 萬 | 1.09% | +22,809+12.0% | 加碼 |
| KBC Group NV | 209,907 | $1,161 萬 | 0.06% | −204,955−49.4% | 減碼 |
| Vontobel Holding Ltd. | 202,044 | $1,118 萬 | 0.13% | +5,627+2.9% | 加碼 |
| Allen Investment Management LLC | 195,490 | $1,081 萬 | 0.19% | 00.0% | 不變 |
| Gabelli Funds LLC | 193,988 | $1,073 萬 | 0.09% | −115,682−37.4% | 減碼 |
| RPG Investment Advisory, LLC | 180,573 | $998.7 萬 | 2.15% | +25,769+16.6% | 加碼 |
| Alliancebernstein L.P. | 177,873 | $983.8 萬 | 0.00% | +18,129+11.3% | 加碼 |
| JPMorgan Chase & Co | 169,524 | $937.5 萬 | 0.00% | −205,240−54.8% | 減碼 |
| Raymond James & Associates | 168,100 | $929.8 萬 | 0.01% | +51,752+44.5% | 加碼 |
| Dimensional Fund Advisors LP | 166,180 | $919.0 萬 | 0.00% | +1,950+1.2% | 加碼 |
| Twin Tree Management, LP | 165,712 | $916.6 萬 | 0.25% | −307,016−64.9% | 減碼 |
| 12 West Capital Management LP | 165,000 | $912.6 萬 | 0.81% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 160,767 | $889.3 萬 | 0.00% | +14,151+9.7% | 加碼 |
| Matrix Capital Management Company, LP | 160,000 | $885.0 萬 | 0.17% | +160,000 | 新進 |
| State of New Jersey Common Pension Fund D | 150,298 | $831.3 萬 | 0.03% | 00.0% | 不變 |
| Liontrust Investment Partners LLP | 150,000 | $829.6 萬 | 0.14% | +26,000+21.0% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 147,628 | $816.6 萬 | 0.10% | +147,628 | 新進 |