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 4 季 13F 持有人
Cloudflare, Inc. 在 2022/12/31 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 3 季 −1 家
- 持有股數
- 2.42 億
- 較 2022 年第 3 季 +998.3 萬 (+4.3%)
- 總市值
- $109.3 億
- 較 2022 年第 3 季 −$19.0 億 (−14.8%)
- 新進機構
- 76
- 另有 225 家加碼
- 清倉機構
- 77
- 另有 172 家減碼
另有 12 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 31,352,114 | $14.2 億 | 0.16% | −1,791,076−5.4% | 減碼 |
| Baillie Gifford & Co | 26,335,438 | $11.9 億 | 1.24% | +1,610,191+6.5% | 加碼 |
| Vanguard Group Inc | 25,883,484 | $11.7 億 | 0.03% | +583,513+2.3% | 加碼 |
| FMR LLC | 16,512,150 | $7.47 億 | 0.07% | −3,037,485−15.5% | 減碼 |
| Capital World Investors | 15,867,483 | $7.17 億 | 0.15% | +7,798,296+96.6% | 加碼 |
| Sands Capital Management, LLC | 15,454,122 | $6.99 億 | 2.64% | −502,146−3.1% | 減碼 |
| BlackRock Inc. | 15,396,740 | $6.96 億 | 0.02% | +1,080,187+7.5% | 加碼 |
| First Trust Advisors LP | 6,350,693 | $2.87 億 | 0.34% | +755,225+13.5% | 加碼 |
| State Street Corp | 5,460,974 | $2.47 億 | 0.01% | −52,470−1.0% | 減碼 |
| Geode Capital Management, LLC | 3,651,079 | $1.65 億 | 0.02% | +138,130+3.9% | 加碼 |
| Franklin Resources Inc | 3,335,134 | $1.51 億 | 0.08% | −98,764−2.9% | 減碼 |
| Legal & General Group Plc | 3,286,163 | $1.49 億 | 0.06% | −341,571−9.4% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 3,057,007 | $1.38 億 | 2.58% | +58,516+2.0% | 加碼 |
| Norges Bank | 2,755,851 | $1.25 億 | 0.03% | +342,434+14.2% | 加碼 |
| Marshall Wace, LLP | 2,644,109 | $1.20 億 | 0.31% | +2,588,707+4,672.6% | 加碼 |
| Voya Investment Management LLC | 2,426,706 | $1.10 億 | 0.13% | +51,684+2.2% | 加碼 |
| NEA Management Company, LLC | 1,873,823 | $8,472 萬 | 4.76% | −3,687−0.2% | 減碼 |
| Goldman Sachs Group Inc | 1,703,049 | $7,699 萬 | 0.02% | −107,679−5.9% | 減碼 |
| Northern Trust Corp | 1,686,905 | $7,626 萬 | 0.02% | +29,265+1.8% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,534,052 | $6,935 萬 | 0.05% | +51,272+3.5% | 加碼 |
| Royal Bank of Canada | 1,507,334 | $6,815 萬 | 0.02% | +115,022+8.3% | 加碼 |
| Strategy Capital LLC | 1,502,330 | $6,792 萬 | 13.93% | +32,094+2.2% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 1,416,645 | $6,405 萬 | 8.02% | +440,000+45.1% | 加碼 |
| American Century Companies Inc | 1,380,902 | $6,243 萬 | 0.05% | −137,858−9.1% | 減碼 |
| ETF Managers Group, LLC | 1,359,367 | $6,146 萬 | 2.88% | +152,757+12.7% | 加碼 |
| Polar Capital Holdings Plc | 1,355,556 | $6,128 萬 | 0.49% | +311,357+29.8% | 加碼 |
| Bank of New York Mellon Corp | 1,333,021 | $6,027 萬 | 0.01% | −2,773−0.2% | 減碼 |
| Alfreton Capital LLP | 1,300,000 | $5,877 萬 | 30.93% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 1,230,797 | $5,564 萬 | 0.15% | −16,627−1.3% | 減碼 |
| Deutsche Bank AG | 1,185,276 | $5,359 萬 | 0.03% | +387,673+48.6% | 加碼 |
| Two Sigma Advisers, LP | 1,051,800 | $4,755 萬 | 0.13% | −494,300−32.0% | 減碼 |
| SW Investment Management LLC | 1,050,000 | $4,747 萬 | 22.51% | +50,000+5.0% | 加碼 |
| Swiss National Bank | 1,035,200 | $4,680 萬 | 0.03% | −61,800−5.6% | 減碼 |
| Credit Suisse AG | 942,012 | $4,259 萬 | 0.05% | +230,846+32.5% | 加碼 |
| Charles Schwab Investment Management Inc | 928,479 | $4,198 萬 | 0.01% | +35,993+4.0% | 加碼 |
| Amundi | 960,536 | $4,181 萬 | 0.02% | +492,278+105.1% | 加碼 |
| UBS Asset Management Americas Inc | 905,220 | $4,092 萬 | 0.02% | −22,471−2.4% | 減碼 |
| Bessemer Group Inc | 890,827 | $4,027 萬 | 0.10% | +6,853+0.8% | 加碼 |
| Bank of America Corp | 852,301 | $3,853 萬 | 0.00% | −209,285−19.7% | 減碼 |
| Bank of Montreal | 849,905 | $3,849 萬 | 0.03% | +235,866+38.4% | 加碼 |
| Bamco Inc | 840,185 | $3,798 萬 | 0.13% | +75,696+9.9% | 加碼 |
| Nuveen Asset Management, LLC | 805,938 | $3,644 萬 | 0.01% | +32,347+4.2% | 加碼 |
| Nikko Asset Management Americas, Inc. | 794,780 | $3,593 萬 | 0.52% | +53,899+7.3% | 加碼 |
| Lord, Abbett & Co. LLC | 773,781 | $3,498 萬 | 0.13% | +229,372+42.1% | 加碼 |
| Millennium Management LLC | 695,732 | $3,145 萬 | 0.03% | +90,057+14.9% | 加碼 |
| La Financiere de L'Echiquier | 587,000 | $2,654 萬 | 1.67% | +71,000+13.8% | 加碼 |
| Squarepoint Ops LLC | 542,031 | $2,451 萬 | 0.18% | +466,667+619.2% | 加碼 |
| Long Walk Management LP | 530,000 | $2,396 萬 | 25.82% | −144,000−21.4% | 減碼 |
| Peregrine Capital Management LLC | 524,386 | $2,371 萬 | 0.74% | +7,087+1.4% | 加碼 |
| Ameriprise Financial Inc | 523,466 | $2,367 萬 | 0.01% | +5,638+1.1% | 加碼 |
| California Public Employees Retirement System | 522,827 | $2,364 萬 | 0.02% | −50,523−8.8% | 減碼 |
| National Pension Service | 455,529 | $2,059 萬 | 0.04% | +67,542+17.4% | 加碼 |
| 1832 Asset Management L.P. | 454,900 | $2,057 萬 | 0.04% | +454,900 | 新進 |
| Personal Capital Advisors Corp | 453,384 | $2,050 萬 | 0.10% | −1350.0% | 減碼 |
| California State Teachers Retirement System | 434,639 | $1,965 萬 | 0.03% | +6,213+1.5% | 加碼 |
| Two Sigma Investments, LP | 426,818 | $1,930 萬 | 0.06% | +185,889+77.2% | 加碼 |
| Barclays PLC | 379,124 | $1,714 萬 | 0.01% | −8,493−2.2% | 減碼 |
| Cota Capital Management, LLC | 373,688 | $1,689 萬 | 9.11% | +98,918+36.0% | 加碼 |
| Vontobel Holding Ltd. | 374,590 | $1,582 萬 | 0.16% | +172,546+85.4% | 加碼 |
| Voloridge Investment Management, LLC | 341,729 | $1,545 萬 | 0.09% | −911,655−72.7% | 減碼 |
| Hampton Road Capital Management LP | 327,145 | $1,479 萬 | 5.47% | +253,729+345.6% | 加碼 |
| New York State Common Retirement Fund | 326,784 | $1,477 萬 | 0.02% | +7,900+2.5% | 加碼 |
| Wolverine Asset Management LLC | 322,370 | $1,457 萬 | 0.22% | −10,281−3.1% | 減碼 |
| Rhumbline Advisers | 317,670 | $1,436 萬 | 0.02% | +23,834+8.1% | 加碼 |
| Susquehanna International Group, LLP | 316,127 | $1,429 萬 | 0.03% | +5,185+1.7% | 加碼 |
| National Bank of Canada | 313,650 | $1,418 萬 | 0.04% | +309,402+7,283.5% | 加碼 |
| Whetstone Capital Advisors, LLC | 300,782 | $1,360 萬 | 11.79% | −45,303−13.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 300,314 | $1,358 萬 | 0.03% | −2,280−0.8% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 294,962 | $1,334 萬 | 0.12% | −15,346−4.9% | 減碼 |
| Berkshire Capital Holdings Inc | 286,800 | $1,297 萬 | 6.88% | −25,630−8.2% | 減碼 |
| Parallax Volatility Advisers, L.P. | 285,155 | $1,289 萬 | 0.33% | +176,356+162.1% | 加碼 |
| Allianz Asset Management GmbH | 279,201 | $1,262 萬 | 0.03% | −6,371−2.2% | 減碼 |
| Envestnet Asset Management Inc | 278,965 | $1,261 萬 | 0.01% | +39,626+16.6% | 加碼 |
| Great West Life Assurance Co | 276,040 | $1,251 萬 | 0.03% | −4,050−1.4% | 減碼 |
| Jane Street Group, LLC | 275,307 | $1,245 萬 | 0.02% | −789,560−74.1% | 減碼 |
| HSBC Holdings PLC | 277,595 | $1,233 萬 | 0.02% | +52,030+23.1% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 269,546 | $1,219 萬 | 0.72% | +202,387+301.4% | 加碼 |
| Quadrature Capital Ltd | 268,284 | $1,213 萬 | 0.36% | +268,284 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 280,484 | $1,207 萬 | 0.03% | +1,081+0.4% | 加碼 |
| APG Asset Management N.V. | 266,525 | $1,205 萬 | 0.02% | +235,087+747.8% | 加碼 |
| Privium Fund Management B.V. | 262,435 | $1,190 萬 | 4.51% | −17,500−6.3% | 減碼 |
| Aviva PLC | 258,414 | $1,168 萬 | 0.06% | +44,656+20.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 258,095 | $1,167 萬 | 0.02% | −331,031−56.2% | 減碼 |
| Twin Tree Management, LP | 257,361 | $1,164 萬 | 0.36% | +91,649+55.3% | 加碼 |
| Miura Global Management, LLC | 250,000 | $1,130 萬 | 5.69% | +165,000+194.1% | 加碼 |
| Wells Fargo & Company | 241,523 | $1,092 萬 | 0.00% | +7,808+3.3% | 加碼 |
| Alberta Investment Management Corp | 237,357 | $1,073 萬 | 0.09% | +11,350+5.0% | 加碼 |
| Trexquant Investment LP | 230,806 | $1,043 萬 | 0.30% | +183,717+390.1% | 加碼 |
| NZS Capital, LLC | 226,562 | $1,024 萬 | 0.88% | +13,244+6.2% | 加碼 |
| UBS Group AG | 216,043 | $976.7 萬 | 0.00% | −137,214−38.8% | 減碼 |
| Citadel Advisors LLC | 205,195 | $927.7 萬 | 0.01% | +109,548+114.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 198,473 | $897.3 萬 | 0.01% | −29,760−13.0% | 減碼 |
| Allen Investment Management LLC | 195,490 | $883.8 萬 | 0.14% | 00.0% | 不變 |
| Alliancebernstein L.P. | 195,371 | $883.3 萬 | 0.00% | +17,498+9.8% | 加碼 |
| Gabelli Funds LLC | 194,798 | $880.7 萬 | 0.07% | +810+0.4% | 加碼 |
| Zevenbergen Capital Investments LLC | 190,895 | $863.0 萬 | 0.29% | +60,650+46.6% | 加碼 |
| Dimensional Fund Advisors LP | 186,324 | $842.3 萬 | 0.00% | +20,144+12.1% | 加碼 |
| RPG Investment Advisory, LLC | 185,104 | $836.9 萬 | 1.61% | +4,531+2.5% | 加碼 |
| Invesco Ltd. | 182,510 | $825.1 萬 | 0.00% | −823,637−81.9% | 減碼 |
| Asset Management One Co.,Ltd. | 179,382 | $813.6 萬 | 0.04% | +35,550+24.7% | 加碼 |