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 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 | 1,228 | $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 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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 18,260 | $101.1 萬 | 0.01% | +3,260+21.7% | 加碼 |
| Park Avenue Securities LLC | 18,317 | $101.3 萬 | 0.02% | −900−4.7% | 減碼 |
| Caas Capital Management LP | 18,611 | $102.9 萬 | 0.14% | +9,300+99.9% | 加碼 |
| Elo Mutual Pension Insurance Co | 19,012 | $105.2 萬 | 0.04% | −591−3.0% | 減碼 |
| Oppenheimer & Co Inc | 19,033 | $105.3 萬 | 0.02% | −783−4.0% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 19,076 | $105.5 萬 | 0.01% | −13,550−41.5% | 減碼 |
| Lyell Wealth Management, LP | 19,089 | $105.6 萬 | 0.18% | +673+3.7% | 加碼 |
| Mackenzie Financial Corp | 19,228 | $106.4 萬 | 0.00% | −5,733−23.0% | 減碼 |
| State of Alaska, Department of Revenue | 19,480 | $107.7 萬 | 0.01% | +19,480 | 新進 |
| JustInvest LLC | 19,801 | $109.5 萬 | 0.05% | +3,366+20.5% | 加碼 |
| Sepio Capital, LP | 19,930 | $110.2 萬 | 0.11% | −280−1.4% | 減碼 |
| Eagle Bay Advisors LLC | 20,190 | $111.7 萬 | 0.69% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 20,391 | $112.8 萬 | 0.08% | +59+0.3% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 21,000 | $115.2 萬 | 0.03% | 00.0% | 不變 |
| Aspiriant, LLC | 20,913 | $115.7 萬 | 0.06% | 00.0% | 不變 |
| D.A. Davidson & Co. | 21,245 | $117.5 萬 | 0.02% | −80.0% | 減碼 |
| Rafferty Asset Management, LLC | 21,335 | $118.0 萬 | 0.01% | −7,139−25.1% | 減碼 |
| Maryland State Retirement & Pension System | 21,508 | $119.0 萬 | 0.10% | 00.0% | 不變 |
| Clear Harbor Asset Management, LLC | 22,202 | $122.8 萬 | 0.17% | +650+3.0% | 加碼 |
| CIBC World Markets Inc. | 22,479 | $124.3 萬 | 0.01% | +1,790+8.7% | 加碼 |
| Achmea Investment Management B.V. | 22,608 | $125.0 萬 | 0.04% | +3,017+15.4% | 加碼 |
| Profund Advisors LLC | 22,680 | $125.4 萬 | 0.09% | −2,507−10.0% | 減碼 |
| Icapital Wealth LLC | 22,870 | $126.5 萬 | 0.91% | +22,870 | 新進 |
| AtonRa Partners | 23,026 | $127.4 萬 | 1.25% | −1,238−5.1% | 減碼 |
| Vestor Capital, LLC | 23,292 | $128.8 萬 | 0.17% | +23,292 | 新進 |
| Cetera Investment Advisers | 23,377 | $129.3 萬 | 0.03% | −1,863−7.4% | 減碼 |
| Vident Investment Advisory, LLC | 24,439 | $130.0 萬 | 0.04% | +8,172+50.2% | 加碼 |
| BBR Partners, LLC | 24,021 | $132.9 萬 | 0.17% | +3,411+16.6% | 加碼 |
| Ensign Peak Advisors, Inc | 24,218 | $133.9 萬 | 0.00% | −43,020−64.0% | 減碼 |
| Nomura Holdings Inc | 24,312 | $135.0 萬 | 0.01% | −131,634−84.4% | 減碼 |
| Standard Life Aberdeen plc | 24,598 | $136.0 萬 | 0.00% | +2,356+10.6% | 加碼 |
| British Columbia Investment Management Corp | 24,963 | $138.1 萬 | 0.02% | −4,045−13.9% | 減碼 |
| ClariVest Asset Management LLC | 25,419 | $140.6 萬 | 0.07% | −4,291−14.4% | 減碼 |
| Highland Capital Management, LLC | 25,432 | $140.7 萬 | 0.11% | +14,476+132.1% | 加碼 |
| Kestra Advisory Services, LLC | 26,661 | $147.5 萬 | 0.02% | +1,133+4.4% | 加碼 |
| Meridian Wealth Management, LLC | 27,700 | $153.2 萬 | 0.16% | +500+1.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 27,842 | $154.1 萬 | 0.01% | +1,733+6.6% | 加碼 |
| Nissay Asset Management Corp | 27,871 | $154.2 萬 | 0.02% | +1,387+5.2% | 加碼 |
| Wolverine Trading, LLC | 29,038 | $159.3 萬 | 0.06% | +24,092+487.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 28,999 | $160.4 萬 | 0.01% | +28,999 | 新進 |
| Swedbank AB | 29,085 | $160.9 萬 | 0.00% | +6,885+31.0% | 加碼 |
| Balyasny Asset Management LLC | 29,113 | $161.0 萬 | 0.01% | +29,113 | 新進 |
| Riggs Asset Managment Co. Inc. | 30,138 | $166.7 萬 | 0.66% | +2,937+10.8% | 加碼 |
| Verition Fund Management LLC | 30,702 | $169.8 萬 | 0.02% | −16,187−34.5% | 減碼 |
| Amalgamated Bank | 31,222 | $172.7 萬 | 0.02% | +444+1.4% | 加碼 |
| Soltis Investment Advisors LLC | 31,263 | $172.9 萬 | 0.26% | 00.0% | 不變 |
| SWS Partners | 31,428 | $173.8 萬 | 0.81% | +11,080+54.5% | 加碼 |
| Mass Ave Global Inc. | 31,728 | $175.5 萬 | 0.64% | −111,392−77.8% | 減碼 |
| Cutler Group LP | 31,976 | $176.8 萬 | 0.21% | +17,191+116.3% | 加碼 |
| APG Asset Management N.V. | 31,438 | $177.5 萬 | 0.00% | −4,386−12.2% | 減碼 |
| Candriam Luxembourg S.C.A. | 32,700 | $180.9 萬 | 0.01% | +4,059+14.2% | 加碼 |
| Xponance, Inc. | 32,996 | $182.5 萬 | 0.04% | +386+1.2% | 加碼 |
| Janus Henderson Group PLC | 33,421 | $184.7 萬 | 0.00% | +140.0% | 加碼 |
| DekaBank Deutsche Girozentrale | 34,458 | $186.3 萬 | 0.01% | −729−2.1% | 減碼 |
| Cynosure Management, LLC | 34,224 | $189.3 萬 | 2.03% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 34,584 | $191.3 萬 | 0.11% | −425−1.2% | 減碼 |
| Hamilton Lane Advisors LLC | 34,822 | $192.6 萬 | 0.70% | 00.0% | 不變 |
| MML Investors Services, LLC | 35,014 | $193.7 萬 | 0.01% | −2,486−6.6% | 減碼 |
| Harbor Capital Advisors, Inc. | 36,449 | $201.6 萬 | 1.85% | −8,095−18.2% | 減碼 |
| Teacher Retirement System of Texas | 36,476 | $201.7 萬 | 0.01% | −1,839−4.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 37,260 | $206.1 萬 | 0.02% | −4,411−10.6% | 減碼 |
| CFM Wealth Partners LLC | 37,390 | $206.8 萬 | 0.66% | +2,162+6.1% | 加碼 |
| Gamco Investors, Inc. Et Al | 37,557 | $207.7 萬 | 0.02% | −414−1.1% | 減碼 |
| AQR Capital Management LLC | 37,552 | $207.7 萬 | 0.01% | −1,033−2.7% | 減碼 |
| Worldquant Millennium Advisors LLC | 38,366 | $212.2 萬 | 0.05% | −74,256−65.9% | 減碼 |
| Cipher Capital LP | 39,542 | $218.7 萬 | 0.35% | +39,542 | 新進 |
| Tiemann Investment Advisors, LLC | 39,641 | $219.3 萬 | 1.42% | −500−1.2% | 減碼 |
| Handelsbanken Fonder AB | 39,981 | $221.1 萬 | 0.01% | −1,800−4.3% | 減碼 |
| Taylor Frigon Capital Management LLC | 40,032 | $221.4 萬 | 1.15% | +10,138+33.9% | 加碼 |
| Jackson Square Capital, LLC | 40,259 | $222.7 萬 | 1.09% | +868+2.2% | 加碼 |
| TownSquare Capital, LLC | 40,756 | $225.4 萬 | 0.06% | +40,756 | 新進 |
| Gulf International Bank (UK) Ltd | 41,834 | $231.3 萬 | 0.04% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 41,837 | $231.4 萬 | 0.01% | +83+0.2% | 加碼 |
| Nicholas Investment Partners, LP | 42,418 | $234.6 萬 | 0.22% | +33,614+381.8% | 加碼 |
| Stifel Financial Corp | 42,523 | $235.2 萬 | 0.00% | −18,352−30.1% | 減碼 |
| IFM Investors Pty Ltd | 42,520 | $235.2 萬 | 0.04% | +437+1.0% | 加碼 |
| AE Wealth Management LLC | 42,695 | $236.1 萬 | 0.02% | +5,245+14.0% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 43,092 | $238.3 萬 | 0.02% | −2,111−4.7% | 減碼 |
| Evercore Wealth Management, LLC | 43,500 | $240.6 萬 | 0.05% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 43,972 | $243.2 萬 | 0.01% | −8,332−15.9% | 減碼 |
| Alps Advisors Inc | 44,221 | $244.6 萬 | 0.02% | −6,363−12.6% | 減碼 |
| USS Investment Management Ltd | 45,655 | $252.4 萬 | 0.04% | −11,150−19.6% | 減碼 |
| Tudor Investment Corp Et Al | 46,500 | $257.2 萬 | 0.06% | −5,532−10.6% | 減碼 |
| US Bancorp | 46,919 | $259.3 萬 | 0.01% | +2,227+5.0% | 加碼 |
| DnB Asset Management AS | 46,974 | $259.8 萬 | 0.02% | −7,242−13.4% | 減碼 |
| Trexquant Investment LP | 47,089 | $260.4 萬 | 0.09% | +47,089 | 新進 |
| Utah Retirement Systems | 47,762 | $264.2 萬 | 0.04% | +200+0.4% | 加碼 |
| Bridgewater Associates, LP | 47,979 | $265.4 萬 | 0.01% | +41,038+591.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 48,072 | $265.8 萬 | 0.01% | +18,036+60.0% | 加碼 |
| ExodusPoint Capital Management, LP | 49,122 | $271.7 萬 | 0.04% | +49,122 | 新進 |
| TD Asset Management Inc | 49,985 | $274.2 萬 | 0.00% | −857−1.7% | 減碼 |
| Center Lake Capital Management, LLC | 50,000 | $276.6 萬 | 4.93% | −25,000−33.3% | 減碼 |
| Avalon Global Asset Management LLC | 50,000 | $276.6 萬 | 1.73% | +50,000 | 新進 |
| Commonwealth Equity Services, LLC | 50,082 | $277.0 萬 | 0.01% | −875−1.7% | 減碼 |
| Forsta Ap-Fonden | 51,100 | $282.6 萬 | 0.03% | −4,800−8.6% | 減碼 |
| Nordea Investment Management AB | 50,923 | $285.8 萬 | 0.00% | −19,815−28.0% | 減碼 |
| Rockefeller Capital Management L.P. | 51,968 | $287.2 萬 | 0.01% | +1,288+2.5% | 加碼 |
| Jacob Asset Management of New York LLC | 52,146 | $288.4 萬 | 3.13% | +2,366+4.8% | 加碼 |
| Proem Advisors LLC | 53,000 | $293.1 萬 | 4.85% | +28,000+112.0% | 加碼 |
| Toronto Dominion Bank | 53,456 | $295.5 萬 | 0.01% | −71,077−57.1% | 減碼 |