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 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 | 1,228 | $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 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 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 69,965 | $316.3 萬 | 0.03% | −9,673−12.1% | 減碼 |
| Raine Capital LLC | 70,000 | $316.5 萬 | 0.78% | +7,000+11.1% | 加碼 |
| Circle Wealth Management, LLC | 70,024 | $316.6 萬 | 0.49% | +9,606+15.9% | 加碼 |
| Kames Capital plc | 70,332 | $318.0 萬 | 0.06% | +150.0% | 加碼 |
| Carnegie Capital Asset Management, LLC | 70,440 | $318.5 萬 | 0.14% | +70,440 | 新進 |
| Handelsbanken Fonder AB | 70,917 | $320.6 萬 | 0.02% | +30,936+77.4% | 加碼 |
| Russell Investments Group, Ltd. | 72,178 | $326.7 萬 | 0.01% | +17,731+32.6% | 加碼 |
| Worldquant Millennium Advisors LLC | 73,729 | $333.3 萬 | 0.08% | +35,363+92.2% | 加碼 |
| Toronto Dominion Bank | 74,744 | $337.7 萬 | 0.01% | +21,288+39.8% | 加碼 |
| HRT Financial LP | 75,622 | $341.8 萬 | 0.05% | −142,918−65.4% | 減碼 |
| Los Angeles Capital Management LLC | 77,886 | $352.1 萬 | 0.02% | +12,425+19.0% | 加碼 |
| Principal Financial Group Inc | 77,977 | $352.5 萬 | 0.00% | +13,889+21.7% | 加碼 |
| Advisor Group Holdings, Inc. | 78,239 | $353.7 萬 | 0.01% | +8,958+12.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 79,448 | $359.2 萬 | 0.02% | −19,901−20.0% | 減碼 |
| Firsthand Capital Management, Inc. | 80,000 | $361.7 萬 | 4.22% | −10,000−11.1% | 減碼 |
| Jasper Ridge Partners, L.P. | 81,933 | $370.4 萬 | 0.22% | 00.0% | 不變 |
| LPL Financial LLC | 82,036 | $370.9 萬 | 0.00% | +3,982+5.1% | 加碼 |
| Sentinel Trust Co Lba | 83,818 | $378.9 萬 | 0.59% | 00.0% | 不變 |
| Pictet Asset Management SA | 90,417 | $408.8 萬 | 0.01% | +4,328+5.0% | 加碼 |
| Royal London Asset Management Ltd | 94,772 | $428.5 萬 | 0.02% | +3,452+3.8% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 95,066 | $429.8 萬 | 0.94% | −48,000−33.6% | 減碼 |
| Davy Global Fund Management Ltd | 96,673 | $437.1 萬 | 0.90% | +17,327+21.8% | 加碼 |
| Storebrand Asset Management AS | 98,630 | $445.9 萬 | 0.02% | −410−0.4% | 減碼 |
| Nwi Management LP | 100,000 | $452.1 萬 | 1.06% | 00.0% | 不變 |
| Citigroup Inc | 105,338 | $476.2 萬 | 0.01% | −34,058−24.4% | 減碼 |
| Victory Capital Management Inc | 108,399 | $490.1 萬 | 0.01% | +790+0.7% | 加碼 |
| GAM Holding AG | 109,339 | $494.3 萬 | 0.40% | +4,105+3.9% | 加碼 |
| Stanley-Laman Group, Ltd. | 110,798 | $500.9 萬 | 0.95% | −14,003−11.2% | 減碼 |
| Man Group plc | 114,719 | $518.6 萬 | 0.02% | +114,719 | 新進 |
| LGT Group Foundation | 115,295 | $521.2 萬 | 0.16% | +58,343+102.4% | 加碼 |
| Treasurer of the State of North Carolina | 122,776 | $555.1 萬 | 0.03% | +3,010+2.5% | 加碼 |
| Mizuho Markets Americas LLC | 123,725 | $559.4 萬 | 0.38% | −7,100−5.4% | 減碼 |
| SEI Investments Co | 125,930 | $569.4 萬 | 0.01% | +20,752+19.7% | 加碼 |
| Forte Capital LLC | 128,684 | $581.8 萬 | 1.00% | −10,771−7.7% | 減碼 |
| State of Wisconsin Investment Board | 128,889 | $582.7 萬 | 0.02% | −13,615−9.6% | 減碼 |
| Renaissance Technologies LLC | 131,400 | $594.1 萬 | 0.01% | +127,000+2,886.4% | 加碼 |
| Raymond James & Associates | 131,928 | $596.4 萬 | 0.01% | −36,172−21.5% | 減碼 |
| Qube Research & Technologies Ltd | 132,137 | $597.4 萬 | 0.04% | +69,824+112.1% | 加碼 |
| Schroder Investment Management Group | 135,779 | $613.9 萬 | 0.01% | +119,032+710.8% | 加碼 |
| Hartline Investment Corp | 141,563 | $640.0 萬 | 1.46% | +141,563 | 新進 |
| JPMorgan Chase & Co | 141,677 | $640.5 萬 | 0.00% | −27,847−16.4% | 減碼 |
| Public Employees Retirement System of Ohio | 144,996 | $655.5 萬 | 0.03% | +2,628+1.8% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 147,628 | $667.4 萬 | 0.07% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 154,944 | $700.5 萬 | 0.03% | +4,646+3.1% | 加碼 |
| Liontrust Investment Partners LLP | 157,000 | $709.8 萬 | 0.13% | +7,000+4.7% | 加碼 |
| Price T Rowe Associates Inc | 160,223 | $724.3 萬 | 0.00% | −544−0.3% | 減碼 |
| Macquarie Group Ltd | 161,828 | $731.7 萬 | 0.01% | −1,141,134−87.6% | 減碼 |
| 12 West Capital Management LP | 165,000 | $746.0 萬 | 0.75% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 165,315 | $747.4 萬 | 0.21% | +80,544+95.0% | 加碼 |
| Asset Management One Co.,Ltd. | 179,382 | $813.6 萬 | 0.04% | +35,550+24.7% | 加碼 |
| Invesco Ltd. | 182,510 | $825.1 萬 | 0.00% | −823,637−81.9% | 減碼 |
| RPG Investment Advisory, LLC | 185,104 | $836.9 萬 | 1.61% | +4,531+2.5% | 加碼 |
| Dimensional Fund Advisors LP | 186,324 | $842.3 萬 | 0.00% | +20,144+12.1% | 加碼 |
| Zevenbergen Capital Investments LLC | 190,895 | $863.0 萬 | 0.29% | +60,650+46.6% | 加碼 |
| Gabelli Funds LLC | 194,798 | $880.7 萬 | 0.07% | +810+0.4% | 加碼 |
| Alliancebernstein L.P. | 195,371 | $883.3 萬 | 0.00% | +17,498+9.8% | 加碼 |
| Allen Investment Management LLC | 195,490 | $883.8 萬 | 0.14% | 00.0% | 不變 |
| Arrowstreet Capital, Limited Partnership | 198,473 | $897.3 萬 | 0.01% | −29,760−13.0% | 減碼 |
| Citadel Advisors LLC | 205,195 | $927.7 萬 | 0.01% | +109,548+114.5% | 加碼 |
| UBS Group AG | 216,043 | $976.7 萬 | 0.00% | −137,214−38.8% | 減碼 |
| NZS Capital, LLC | 226,562 | $1,024 萬 | 0.88% | +13,244+6.2% | 加碼 |
| Trexquant Investment LP | 230,806 | $1,043 萬 | 0.30% | +183,717+390.1% | 加碼 |
| Alberta Investment Management Corp | 237,357 | $1,073 萬 | 0.09% | +11,350+5.0% | 加碼 |
| Wells Fargo & Company | 241,523 | $1,092 萬 | 0.00% | +7,808+3.3% | 加碼 |
| Miura Global Management, LLC | 250,000 | $1,130 萬 | 5.69% | +165,000+194.1% | 加碼 |
| Twin Tree Management, LP | 257,361 | $1,164 萬 | 0.36% | +91,649+55.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 258,095 | $1,167 萬 | 0.02% | −331,031−56.2% | 減碼 |
| Aviva PLC | 258,414 | $1,168 萬 | 0.06% | +44,656+20.9% | 加碼 |
| Privium Fund Management B.V. | 262,435 | $1,190 萬 | 4.51% | −17,500−6.3% | 減碼 |
| APG Asset Management N.V. | 266,525 | $1,205 萬 | 0.02% | +235,087+747.8% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 280,484 | $1,207 萬 | 0.03% | +1,081+0.4% | 加碼 |
| Quadrature Capital Ltd | 268,284 | $1,213 萬 | 0.36% | +268,284 | 新進 |
| Grandeur Peak Global Advisors, LLC | 269,546 | $1,219 萬 | 0.72% | +202,387+301.4% | 加碼 |
| HSBC Holdings PLC | 277,595 | $1,233 萬 | 0.02% | +52,030+23.1% | 加碼 |
| Jane Street Group, LLC | 275,307 | $1,245 萬 | 0.02% | −789,560−74.1% | 減碼 |
| Great West Life Assurance Co | 276,040 | $1,251 萬 | 0.03% | −4,050−1.4% | 減碼 |
| Envestnet Asset Management Inc | 278,965 | $1,261 萬 | 0.01% | +39,626+16.6% | 加碼 |
| Allianz Asset Management GmbH | 279,201 | $1,262 萬 | 0.03% | −6,371−2.2% | 減碼 |
| Parallax Volatility Advisers, L.P. | 285,155 | $1,289 萬 | 0.33% | +176,356+162.1% | 加碼 |
| Berkshire Capital Holdings Inc | 286,800 | $1,297 萬 | 6.88% | −25,630−8.2% | 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 |
| State Board of Administration of Florida Retirement System | 300,314 | $1,358 萬 | 0.03% | −2,280−0.8% | 減碼 |
| Whetstone Capital Advisors, LLC | 300,782 | $1,360 萬 | 11.79% | −45,303−13.1% | 減碼 |
| National Bank of Canada | 313,650 | $1,418 萬 | 0.04% | +309,402+7,283.5% | 加碼 |
| Susquehanna International Group, LLP | 316,127 | $1,429 萬 | 0.03% | +5,185+1.7% | 加碼 |
| Rhumbline Advisers | 317,670 | $1,436 萬 | 0.02% | +23,834+8.1% | 加碼 |
| Wolverine Asset Management LLC | 322,370 | $1,457 萬 | 0.22% | −10,281−3.1% | 減碼 |
| New York State Common Retirement Fund | 326,784 | $1,477 萬 | 0.02% | +7,900+2.5% | 加碼 |
| Hampton Road Capital Management LP | 327,145 | $1,479 萬 | 5.47% | +253,729+345.6% | 加碼 |
| Voloridge Investment Management, LLC | 341,729 | $1,545 萬 | 0.09% | −911,655−72.7% | 減碼 |
| Vontobel Holding Ltd. | 374,590 | $1,582 萬 | 0.16% | +172,546+85.4% | 加碼 |
| Cota Capital Management, LLC | 373,688 | $1,689 萬 | 9.11% | +98,918+36.0% | 加碼 |
| Barclays PLC | 379,124 | $1,714 萬 | 0.01% | −8,493−2.2% | 減碼 |
| Two Sigma Investments, LP | 426,818 | $1,930 萬 | 0.06% | +185,889+77.2% | 加碼 |
| California State Teachers Retirement System | 434,639 | $1,965 萬 | 0.03% | +6,213+1.5% | 加碼 |
| Personal Capital Advisors Corp | 453,384 | $2,050 萬 | 0.10% | −1350.0% | 減碼 |
| 1832 Asset Management L.P. | 454,900 | $2,057 萬 | 0.04% | +454,900 | 新進 |
| National Pension Service | 455,529 | $2,059 萬 | 0.04% | +67,542+17.4% | 加碼 |
| California Public Employees Retirement System | 522,827 | $2,364 萬 | 0.02% | −50,523−8.8% | 減碼 |
| Ameriprise Financial Inc | 523,466 | $2,367 萬 | 0.01% | +5,638+1.1% | 加碼 |