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 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 | $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 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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 37,552 | $207.7 萬 | 0.01% | −1,033−2.7% | 減碼 |
| CFM Wealth Partners LLC | 37,390 | $206.8 萬 | 0.66% | +2,162+6.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 37,260 | $206.1 萬 | 0.02% | −4,411−10.6% | 減碼 |
| Teacher Retirement System of Texas | 36,476 | $201.7 萬 | 0.01% | −1,839−4.8% | 減碼 |
| Harbor Capital Advisors, Inc. | 36,449 | $201.6 萬 | 1.88% | −8,095−18.2% | 減碼 |
| MML Investors Services, LLC | 35,014 | $193.7 萬 | 0.01% | −2,486−6.6% | 減碼 |
| Hamilton Lane Advisors LLC | 34,822 | $192.6 萬 | 0.70% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 34,584 | $191.3 萬 | 0.11% | −425−1.2% | 減碼 |
| Cynosure Management, LLC | 34,224 | $189.3 萬 | 2.03% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 34,458 | $186.3 萬 | 0.01% | −729−2.1% | 減碼 |
| Janus Henderson Group PLC | 33,421 | $184.7 萬 | 0.00% | +140.0% | 加碼 |
| Xponance, Inc. | 32,996 | $182.5 萬 | 0.04% | +386+1.2% | 加碼 |
| Candriam Luxembourg S.C.A. | 32,700 | $180.9 萬 | 0.01% | +4,059+14.2% | 加碼 |
| APG Asset Management N.V. | 31,438 | $177.5 萬 | 0.00% | −4,386−12.2% | 減碼 |
| Cutler Group LP | 31,976 | $176.8 萬 | 0.21% | +17,191+116.3% | 加碼 |
| Mass Ave Global Inc. | 31,728 | $175.5 萬 | 0.64% | −111,392−77.8% | 減碼 |
| SWS Partners | 31,428 | $173.8 萬 | 0.81% | +11,080+54.5% | 加碼 |
| Soltis Investment Advisors LLC | 31,263 | $172.9 萬 | 0.26% | 00.0% | 不變 |
| Amalgamated Bank | 31,222 | $172.7 萬 | 0.02% | +444+1.4% | 加碼 |
| Verition Fund Management LLC | 30,702 | $169.8 萬 | 0.02% | −16,187−34.5% | 減碼 |
| Riggs Asset Managment Co. Inc. | 30,138 | $166.7 萬 | 0.66% | +2,937+10.8% | 加碼 |
| Balyasny Asset Management LLC | 29,113 | $161.0 萬 | 0.01% | +29,113 | 新進 |
| Swedbank AB | 29,085 | $160.9 萬 | 0.00% | +6,885+31.0% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 28,999 | $160.4 萬 | 0.01% | +28,999 | 新進 |
| Wolverine Trading, LLC | 29,038 | $159.3 萬 | 0.06% | +24,092+487.1% | 加碼 |
| Nissay Asset Management Corp | 27,871 | $154.2 萬 | 0.02% | +1,387+5.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 27,842 | $154.1 萬 | 0.01% | +1,733+6.6% | 加碼 |
| Meridian Wealth Management, LLC | 27,700 | $153.2 萬 | 0.16% | +500+1.8% | 加碼 |
| Kestra Advisory Services, LLC | 26,661 | $147.5 萬 | 0.02% | +1,133+4.4% | 加碼 |
| Highland Capital Management, LLC | 25,432 | $140.7 萬 | 0.11% | +14,476+132.1% | 加碼 |
| ClariVest Asset Management LLC | 25,419 | $140.6 萬 | 0.07% | −4,291−14.4% | 減碼 |
| British Columbia Investment Management Corp | 24,963 | $138.1 萬 | 0.02% | −4,045−13.9% | 減碼 |
| Standard Life Aberdeen plc | 24,598 | $136.0 萬 | 0.00% | +2,356+10.6% | 加碼 |
| Nomura Holdings Inc | 24,312 | $135.0 萬 | 0.01% | −131,634−84.4% | 減碼 |
| Ensign Peak Advisors, Inc | 24,218 | $133.9 萬 | 0.00% | −43,020−64.0% | 減碼 |
| BBR Partners, LLC | 24,021 | $132.9 萬 | 0.17% | +3,411+16.6% | 加碼 |
| Vident Investment Advisory, LLC | 24,439 | $130.0 萬 | 0.04% | +8,172+50.2% | 加碼 |
| Cetera Investment Advisers | 23,377 | $129.3 萬 | 0.03% | −1,863−7.4% | 減碼 |
| Vestor Capital, LLC | 23,292 | $128.8 萬 | 0.17% | +23,292 | 新進 |
| AtonRa Partners | 23,026 | $127.4 萬 | 1.25% | −1,238−5.1% | 減碼 |
| Icapital Wealth LLC | 22,870 | $126.5 萬 | 0.91% | +22,870 | 新進 |
| Profund Advisors LLC | 22,680 | $125.4 萬 | 0.09% | −2,507−10.0% | 減碼 |
| Achmea Investment Management B.V. | 22,608 | $125.0 萬 | 0.04% | +3,017+15.4% | 加碼 |
| CIBC World Markets Inc. | 22,479 | $124.3 萬 | 0.01% | +1,790+8.7% | 加碼 |
| Clear Harbor Asset Management, LLC | 22,202 | $122.8 萬 | 0.17% | +650+3.0% | 加碼 |
| Maryland State Retirement & Pension System | 21,508 | $119.0 萬 | 0.10% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 21,335 | $118.0 萬 | 0.01% | −7,139−25.1% | 減碼 |
| D.A. Davidson & Co. | 21,245 | $117.5 萬 | 0.02% | −80.0% | 減碼 |
| Aspiriant, LLC | 20,913 | $115.7 萬 | 0.06% | 00.0% | 不變 |
| Migdal Insurance & Financial Holdings Ltd. | 21,000 | $115.2 萬 | 0.03% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 20,391 | $112.8 萬 | 0.08% | +59+0.3% | 加碼 |
| Eagle Bay Advisors LLC | 20,190 | $111.7 萬 | 0.69% | 00.0% | 不變 |
| Sepio Capital, LP | 19,930 | $110.2 萬 | 0.11% | −280−1.4% | 減碼 |
| JustInvest LLC | 19,801 | $109.5 萬 | 0.05% | +3,366+20.5% | 加碼 |
| State of Alaska, Department of Revenue | 19,480 | $107.7 萬 | 0.01% | +19,480 | 新進 |
| Mackenzie Financial Corp | 19,228 | $106.4 萬 | 0.00% | −5,733−23.0% | 減碼 |
| Lyell Wealth Management, LP | 19,089 | $105.6 萬 | 0.18% | +673+3.7% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 19,076 | $105.5 萬 | 0.01% | −13,550−41.5% | 減碼 |
| Oppenheimer & Co Inc | 19,033 | $105.3 萬 | 0.02% | −783−4.0% | 減碼 |
| Elo Mutual Pension Insurance Co | 19,012 | $105.2 萬 | 0.04% | −591−3.0% | 減碼 |
| Caas Capital Management LP | 18,611 | $102.9 萬 | 0.14% | +9,300+99.9% | 加碼 |
| Park Avenue Securities LLC | 18,317 | $101.3 萬 | 0.02% | −900−4.7% | 減碼 |
| Nisa Investment Advisors, LLC | 18,260 | $101.1 萬 | 0.01% | +3,260+21.7% | 加碼 |
| Codex Capital, L.L.C. | 18,200 | $100.6 萬 | 0.86% | +8,200+82.0% | 加碼 |
| Truist Financial Corp | 17,813 | $98.5 萬 | 0.00% | +610+3.5% | 加碼 |
| Westpac Banking Corp | 17,784 | $98.4 萬 | 0.01% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 17,760 | $98.2 萬 | 0.00% | +2,446+16.0% | 加碼 |
| Natixis | 16,959 | $96.7 萬 | 0.00% | −3,146−15.6% | 減碼 |
| Prudential Financial Inc | 17,504 | $96.5 萬 | 0.00% | +2,464+16.4% | 加碼 |
| Draper Asset Management, LLC | 17,374 | $96.1 萬 | 1.16% | −129−0.7% | 減碼 |
| MetLife Investment Management | 17,338 | $95.9 萬 | 0.01% | +12+0.1% | 加碼 |
| Old Well Partners, LLC | 17,200 | $95.1 萬 | 0.79% | +1,000+6.2% | 加碼 |
| Schroder Investment Management Group | 16,747 | $92.7 萬 | 0.00% | +484+3.0% | 加碼 |
| New York Life Investments Alternatives | 16,652 | $92.1 萬 | 0.92% | +392+2.4% | 加碼 |
| Lazard Asset Management LLC | 16,570 | $91.6 萬 | 0.00% | −6,318−27.6% | 減碼 |
| Strategic Wealth Advisors Group, LLC | 16,437 | $90.9 萬 | 0.04% | +1,202+7.9% | 加碼 |
| RMB Capital Management, LLC | 16,376 | $90.6 萬 | 0.03% | +16,376 | 新進 |
| Afg Fiduciary Services Limited Partnership | 16,369 | $90.5 萬 | 0.85% | +2,529+18.3% | 加碼 |
| Capital International Ltd | 16,093 | $89.0 萬 | 0.06% | +16,093 | 新進 |
| PDT Partners, LLC | 15,900 | $87.9 萬 | 0.13% | +15,900 | 新進 |
| Comerica Bank | 15,577 | $84.0 萬 | 0.01% | +1,135+7.9% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,990 | $82.9 萬 | 0.02% | +160+1.1% | 加碼 |
| ARS Investment Partners, LLC | 14,963 | $82.8 萬 | 0.11% | −1,374−8.4% | 減碼 |
| Blue Barn Wealth, LLC | 14,927 | $82.6 萬 | 0.59% | 00.0% | 不變 |
| Ropes Wealth Advisors LLC | 14,739 | $81.5 萬 | 0.17% | 00.0% | 不變 |
| Avitas Wealth Management LLC | 14,647 | $81.0 萬 | 0.19% | +4,043+38.1% | 加碼 |
| Grandview Asset Management LLC | 14,587 | $80.7 萬 | 0.51% | −2,320−13.7% | 減碼 |
| Ieq Capital, LLC | 14,100 | $78.0 萬 | 0.02% | −7,541−34.8% | 減碼 |
| CIBC Asset Management Inc | 14,009 | $77.5 萬 | 0.00% | +36+0.3% | 加碼 |
| Mariner, LLC | 13,824 | $76.5 萬 | 0.00% | +2,440+21.4% | 加碼 |
| Independent Advisor Alliance | 13,682 | $75.7 萬 | 0.04% | +696+5.4% | 加碼 |
| SG Americas Securities, LLC | 13,614 | $75.3 萬 | 0.01% | +3,282+31.8% | 加碼 |
| Daiwa Securities Group Inc. | 13,425 | $74.3 萬 | 0.01% | +400+3.1% | 加碼 |
| Perpetual Investment Management Ltd | 13,375 | $74.0 萬 | 0.11% | +2,000+17.6% | 加碼 |
| Edmond de Rothschild Holding S.A. | 13,231 | $73.2 萬 | 0.02% | +7,126+116.7% | 加碼 |
| Allstate Corp | 12,813 | $70.9 萬 | 0.02% | +12,813 | 新進 |
| Global Wealth Management Investment Advisory, Inc. | 12,317 | $68.1 萬 | 0.24% | +3,099+33.6% | 加碼 |
| Capital Fund Management S.A. | 12,284 | $67.9 萬 | 0.02% | −245,200−95.2% | 減碼 |
| Data Collective II GP, LLC | 12,700 | $67.9 萬 | 8.04% | 00.0% | 不變 |
| Pier 88 Investment Partners LLC | 12,240 | $67.7 萬 | 0.16% | −5,160−29.7% | 減碼 |