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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 53,512 | $296.0 萬 | 0.02% | −71,599−57.2% | 減碼 |
| Blair William & Co | 53,591 | $296.4 萬 | 0.01% | +11,524+27.4% | 加碼 |
| Russell Investments Group, Ltd. | 54,447 | $299.5 萬 | 0.01% | −8,803−13.9% | 減碼 |
| Lombard Odier Asset Management (USA) Corp | 55,000 | $304.2 萬 | 0.44% | +55,000 | 新進 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 69,628 | $304.6 萬 | 0.04% | 00.0% | 不變 |
| Marshall Wace, LLP | 55,402 | $306.6 萬 | 0.01% | −457,800−89.2% | 減碼 |
| Nomura Asset Management Co Ltd | 56,880 | $314.6 萬 | 0.02% | +3,700+7.0% | 加碼 |
| LGT Group Foundation | 56,952 | $314.9 萬 | 0.12% | −20,392−26.4% | 減碼 |
| Prudential PLC | 59,866 | $331.1 萬 | 0.05% | +14,253+31.2% | 加碼 |
| Circle Wealth Management, LLC | 60,418 | $334.2 萬 | 0.55% | +677+1.1% | 加碼 |
| Qube Research & Technologies Ltd | 62,313 | $344.7 萬 | 0.02% | −181,122−74.4% | 減碼 |
| Raine Capital LLC | 63,000 | $348.5 萬 | 0.67% | +48,000+320.0% | 加碼 |
| Ambassador Advisors, LLC | 63,463 | $351.0 萬 | 0.83% | +19,552+44.5% | 加碼 |
| Principal Financial Group Inc | 64,088 | $354.5 萬 | 0.00% | −39,958−38.4% | 減碼 |
| Los Angeles Capital Management LLC | 65,461 | $362.1 萬 | 0.02% | +37,795+136.6% | 加碼 |
| HighTower Advisors, LLC | 67,068 | $370.9 萬 | 0.01% | +8,738+15.0% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 67,159 | $371.5 萬 | 0.23% | −5,055−7.0% | 減碼 |
| Private Advisory Group LLC | 67,469 | $373.2 萬 | 0.85% | +44,133+189.1% | 加碼 |
| Arizona State Retirement System | 68,811 | $380.6 萬 | 0.04% | +242+0.4% | 加碼 |
| Advisor Group Holdings, Inc. | 69,281 | $383.1 萬 | 0.01% | −5,729−7.6% | 減碼 |
| Kames Capital plc | 70,317 | $388.7 萬 | 0.08% | +110.0% | 加碼 |
| Korea Investment CORP | 73,245 | $405.1 萬 | 0.01% | +20,545+39.0% | 加碼 |
| Hampton Road Capital Management LP | 73,416 | $406.1 萬 | 1.51% | +73,416 | 新進 |
| Squarepoint Ops LLC | 75,364 | $416.8 萬 | 0.04% | −50,589−40.2% | 減碼 |
| LPL Financial LLC | 78,054 | $431.7 萬 | 0.00% | −639−0.8% | 減碼 |
| Davy Global Fund Management Ltd | 79,346 | $438.9 萬 | 0.99% | +9,590+13.7% | 加碼 |
| Cubist Systematic Strategies, LLC | 79,638 | $440.5 萬 | 0.03% | −48,192−37.7% | 減碼 |
| Neuberger Berman Group LLC | 80,008 | $441.9 萬 | 0.00% | −32,378−28.8% | 減碼 |
| Jasper Ridge Partners, L.P. | 81,933 | $453.2 萬 | 0.30% | 00.0% | 不變 |
| Sentinel Trust Co Lba | 83,818 | $463.6 萬 | 0.76% | −65−0.1% | 減碼 |
| Exchange Traded Concepts, LLC | 84,771 | $468.9 萬 | 0.15% | −42,022−33.1% | 減碼 |
| Miura Global Management, LLC | 85,000 | $470.1 萬 | 2.82% | −43,000−33.6% | 減碼 |
| Waverton Investment Management Ltd | 85,342 | $472.0 萬 | 0.19% | +85,342 | 新進 |
| Pictet Asset Management SA | 86,089 | $476.1 萬 | 0.01% | +386+0.5% | 加碼 |
| Firsthand Capital Management, Inc. | 90,000 | $497.8 萬 | 4.54% | 00.0% | 不變 |
| Royal London Asset Management Ltd | 91,320 | $504.7 萬 | 0.03% | +357+0.4% | 加碼 |
| Point72 Hong Kong Ltd | 92,084 | $509.3 萬 | 0.31% | +92,084 | 新進 |
| Citadel Advisors LLC | 95,647 | $529.1 萬 | 0.01% | −239,750−71.5% | 減碼 |
| SQN Investors LP | 96,537 | $533.9 萬 | 1.36% | −212,592−68.8% | 減碼 |
| Storebrand Asset Management AS | 99,040 | $547.8 萬 | 0.03% | −2,164−2.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 99,349 | $549.5 萬 | 0.03% | −3,900−3.8% | 減碼 |
| Nwi Management LP | 100,000 | $553.1 萬 | 1.19% | 00.0% | 不變 |
| SEI Investments Co | 105,178 | $581.7 萬 | 0.01% | +74,171+239.2% | 加碼 |
| GAM Holding AG | 105,234 | $582.0 萬 | 0.45% | +19,792+23.2% | 加碼 |
| Victory Capital Management Inc | 107,609 | $595.2 萬 | 0.01% | +90,612+533.1% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 108,040 | $597.6 萬 | 0.16% | +108,040 | 新進 |
| Parallax Volatility Advisers, L.P. | 108,799 | $601.8 萬 | 0.12% | +108,799 | 新進 |
| Vista Equity Partners Management, LLC | 112,294 | $621.1 萬 | 0.10% | +112,294 | 新進 |
| Freemont Management S.A. | 115,700 | $639.9 萬 | 1.17% | −19,400−14.4% | 減碼 |
| CTC LLC | 116,227 | $642.8 萬 | 0.76% | +116,227 | 新進 |
| Canada Pension Plan Investment Board | 117,013 | $647.2 萬 | 0.01% | −14,600−11.1% | 減碼 |
| Treasurer of the State of North Carolina | 119,766 | $662.4 萬 | 0.04% | −22,040−15.5% | 減碼 |
| Jump Financial, LLC | 122,363 | $676.8 萬 | 0.26% | +49,137+67.1% | 加碼 |
| Stanley-Laman Group, Ltd. | 124,801 | $690.3 萬 | 1.31% | −7,850−5.9% | 減碼 |
| Zevenbergen Capital Investments LLC | 130,245 | $720.4 萬 | 0.20% | +130,245 | 新進 |
| Mizuho Markets Americas LLC | 130,825 | $723.6 萬 | 0.33% | −8,000−5.8% | 減碼 |
| Citigroup Inc | 139,396 | $771.0 萬 | 0.01% | −234,978−62.8% | 減碼 |
| Forte Capital LLC | 139,455 | $771.3 萬 | 1.40% | +3,943+2.9% | 加碼 |
| Public Employees Retirement System of Ohio | 142,368 | $787.4 萬 | 0.04% | +910+0.6% | 加碼 |
| State of Wisconsin Investment Board | 142,504 | $788.2 萬 | 0.03% | −31,779−18.2% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 143,066 | $791.3 萬 | 2.44% | −14,000−8.9% | 減碼 |
| Asset Management One Co.,Ltd. | 143,832 | $795.5 萬 | 0.04% | +36,284+33.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 147,628 | $816.6 萬 | 0.10% | +147,628 | 新進 |
| Liontrust Investment Partners LLP | 150,000 | $829.6 萬 | 0.13% | +26,000+21.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 150,298 | $831.3 萬 | 0.03% | 00.0% | 不變 |
| Matrix Capital Management Company, LP | 160,000 | $885.0 萬 | 0.17% | +160,000 | 新進 |
| Price T Rowe Associates Inc | 160,767 | $889.3 萬 | 0.00% | +14,151+9.7% | 加碼 |
| 12 West Capital Management LP | 165,000 | $912.6 萬 | 0.81% | 00.0% | 不變 |
| Twin Tree Management, LP | 165,712 | $916.6 萬 | 0.25% | −307,016−64.9% | 減碼 |
| Dimensional Fund Advisors LP | 166,180 | $919.0 萬 | 0.00% | +1,950+1.2% | 加碼 |
| Raymond James & Associates | 168,100 | $929.8 萬 | 0.01% | +51,752+44.5% | 加碼 |
| JPMorgan Chase & Co | 169,524 | $937.5 萬 | 0.00% | −205,240−54.8% | 減碼 |
| Alliancebernstein L.P. | 177,873 | $983.8 萬 | 0.00% | +18,129+11.3% | 加碼 |
| RPG Investment Advisory, LLC | 180,573 | $998.7 萬 | 2.15% | +25,769+16.6% | 加碼 |
| Gabelli Funds LLC | 193,988 | $1,073 萬 | 0.09% | −115,682−37.4% | 減碼 |
| Allen Investment Management LLC | 195,490 | $1,081 萬 | 0.19% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 202,044 | $1,118 萬 | 0.13% | +5,627+2.9% | 加碼 |
| KBC Group NV | 209,907 | $1,161 萬 | 0.06% | −204,955−49.4% | 減碼 |
| NZS Capital, LLC | 213,318 | $1,180 萬 | 1.09% | +22,809+12.0% | 加碼 |
| Aviva PLC | 213,758 | $1,182 萬 | 0.07% | +165,142+339.7% | 加碼 |
| HRT Financial LP | 218,540 | $1,209 萬 | 0.13% | +218,540 | 新進 |
| Alberta Investment Management Corp | 226,007 | $1,250 萬 | 0.10% | +1,400+0.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 228,233 | $1,262 萬 | 0.02% | +124,793+120.6% | 加碼 |
| HSBC Holdings PLC | 225,565 | $1,266 萬 | 0.02% | −32,321−12.5% | 減碼 |
| Wells Fargo & Company | 233,715 | $1,293 萬 | 0.00% | −52,683−18.4% | 減碼 |
| Envestnet Asset Management Inc | 239,339 | $1,324 萬 | 0.01% | −31,579−11.7% | 減碼 |
| Two Sigma Investments, LP | 240,929 | $1,333 萬 | 0.05% | −2,508,611−91.2% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 249,305 | $1,379 萬 | 0.79% | +249,305 | 新進 |
| Atika Capital Management LLC | 252,500 | $1,397 萬 | 1.58% | +43,500+20.8% | 加碼 |
| Cota Capital Management, LLC | 274,770 | $1,520 萬 | 7.82% | −62,000−18.4% | 減碼 |
| Privium Fund Management B.V. | 279,935 | $1,535 萬 | 5.81% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 279,403 | $1,545 萬 | 0.05% | +8,300+3.1% | 加碼 |
| Great West Life Assurance Co | 280,090 | $1,547 萬 | 0.04% | +24,446+9.6% | 加碼 |
| Allianz Asset Management GmbH | 285,572 | $1,580 萬 | 0.04% | −2,139,750−88.2% | 減碼 |
| Rhumbline Advisers | 293,836 | $1,625 萬 | 0.02% | +23,294+8.6% | 加碼 |
| Eaton Vance Management | 299,759 | $1,658 萬 | 0.02% | +118,265+65.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 302,594 | $1,674 萬 | 0.04% | +1,880+0.6% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 310,308 | $1,716 萬 | 0.12% | −14,327−4.4% | 減碼 |
| Susquehanna International Group, LLP | 310,942 | $1,720 萬 | 0.03% | −591−0.2% | 減碼 |
| Berkshire Capital Holdings Inc | 312,430 | $1,728 萬 | 6.94% | −11,720−3.6% | 減碼 |