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 |
|---|---|---|---|---|---|
| Peregrine Capital Management LLC | 524,386 | $2,371 萬 | 0.74% | +7,087+1.4% | 加碼 |
| Long Walk Management LP | 530,000 | $2,396 萬 | 25.82% | −144,000−21.4% | 減碼 |
| Squarepoint Ops LLC | 542,031 | $2,451 萬 | 0.18% | +466,667+619.2% | 加碼 |
| La Financiere de L'Echiquier | 587,000 | $2,654 萬 | 1.67% | +71,000+13.8% | 加碼 |
| Millennium Management LLC | 695,732 | $3,145 萬 | 0.03% | +90,057+14.9% | 加碼 |
| Lord, Abbett & Co. LLC | 773,781 | $3,498 萬 | 0.13% | +229,372+42.1% | 加碼 |
| Nikko Asset Management Americas, Inc. | 794,780 | $3,593 萬 | 0.52% | +53,899+7.3% | 加碼 |
| Nuveen Asset Management, LLC | 805,938 | $3,644 萬 | 0.01% | +32,347+4.2% | 加碼 |
| Bamco Inc | 840,185 | $3,798 萬 | 0.13% | +75,696+9.9% | 加碼 |
| Bank of Montreal | 849,905 | $3,849 萬 | 0.03% | +235,866+38.4% | 加碼 |
| Bank of America Corp | 852,301 | $3,853 萬 | 0.00% | −209,285−19.7% | 減碼 |
| Bessemer Group Inc | 890,827 | $4,027 萬 | 0.10% | +6,853+0.8% | 加碼 |
| UBS Asset Management Americas Inc | 905,220 | $4,092 萬 | 0.02% | −22,471−2.4% | 減碼 |
| Amundi | 960,536 | $4,181 萬 | 0.02% | +492,278+105.1% | 加碼 |
| Charles Schwab Investment Management Inc | 928,479 | $4,198 萬 | 0.01% | +35,993+4.0% | 加碼 |
| Credit Suisse AG | 942,012 | $4,259 萬 | 0.05% | +230,846+32.5% | 加碼 |
| Swiss National Bank | 1,035,200 | $4,680 萬 | 0.03% | −61,800−5.6% | 減碼 |
| SW Investment Management LLC | 1,050,000 | $4,747 萬 | 22.51% | +50,000+5.0% | 加碼 |
| Two Sigma Advisers, LP | 1,051,800 | $4,755 萬 | 0.13% | −494,300−32.0% | 減碼 |
| Deutsche Bank AG | 1,185,276 | $5,359 萬 | 0.03% | +387,673+48.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,230,797 | $5,564 萬 | 0.15% | −16,627−1.3% | 減碼 |
| Alfreton Capital LLP | 1,300,000 | $5,877 萬 | 30.93% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 1,333,021 | $6,027 萬 | 0.01% | −2,773−0.2% | 減碼 |
| Polar Capital Holdings Plc | 1,355,556 | $6,128 萬 | 0.49% | +311,357+29.8% | 加碼 |
| ETF Managers Group, LLC | 1,359,367 | $6,146 萬 | 2.88% | +152,757+12.7% | 加碼 |
| American Century Companies Inc | 1,380,902 | $6,243 萬 | 0.05% | −137,858−9.1% | 減碼 |
| Optimus Prime Fund Management Co., Ltd. | 1,416,645 | $6,405 萬 | 8.02% | +440,000+45.1% | 加碼 |
| Strategy Capital LLC | 1,502,330 | $6,792 萬 | 13.93% | +32,094+2.2% | 加碼 |
| Royal Bank of Canada | 1,507,334 | $6,815 萬 | 0.02% | +115,022+8.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,534,052 | $6,935 萬 | 0.05% | +51,272+3.5% | 加碼 |
| Northern Trust Corp | 1,686,905 | $7,626 萬 | 0.02% | +29,265+1.8% | 加碼 |
| Goldman Sachs Group Inc | 1,703,049 | $7,699 萬 | 0.02% | −107,679−5.9% | 減碼 |
| NEA Management Company, LLC | 1,873,823 | $8,472 萬 | 4.76% | −3,687−0.2% | 減碼 |
| Voya Investment Management LLC | 2,426,706 | $1.10 億 | 0.13% | +51,684+2.2% | 加碼 |
| Marshall Wace, LLP | 2,644,109 | $1.20 億 | 0.31% | +2,588,707+4,672.6% | 加碼 |
| Norges Bank | 2,755,851 | $1.25 億 | 0.03% | +342,434+14.2% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 3,057,007 | $1.38 億 | 2.58% | +58,516+2.0% | 加碼 |
| Legal & General Group Plc | 3,286,163 | $1.49 億 | 0.06% | −341,571−9.4% | 減碼 |
| Franklin Resources Inc | 3,335,134 | $1.51 億 | 0.08% | −98,764−2.9% | 減碼 |
| Geode Capital Management, LLC | 3,651,079 | $1.65 億 | 0.02% | +138,130+3.9% | 加碼 |
| State Street Corp | 5,460,974 | $2.47 億 | 0.01% | −52,470−1.0% | 減碼 |
| First Trust Advisors LP | 6,350,693 | $2.87 億 | 0.34% | +755,225+13.5% | 加碼 |
| BlackRock Inc. | 15,396,740 | $6.96 億 | 0.02% | +1,080,187+7.5% | 加碼 |
| Sands Capital Management, LLC | 15,454,122 | $6.99 億 | 2.64% | −502,146−3.1% | 減碼 |
| Capital World Investors | 15,867,483 | $7.17 億 | 0.15% | +7,798,296+96.6% | 加碼 |
| FMR LLC | 16,512,150 | $7.47 億 | 0.07% | −3,037,485−15.5% | 減碼 |
| Vanguard Group Inc | 25,883,484 | $11.7 億 | 0.03% | +583,513+2.3% | 加碼 |
| Baillie Gifford & Co | 26,335,438 | $11.9 億 | 1.24% | +1,610,191+6.5% | 加碼 |
| Morgan Stanley | 31,352,114 | $14.2 億 | 0.16% | −1,791,076−5.4% | 減碼 |
| Transamerica Financial Advisors, Inc. | 3 | – | – | 00.0% | 不變 |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −252,500−100.0% | 清倉 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 0 | $0 | 0.00% | −249,305−100.0% | 清倉 |
| Matrix Capital Management Company, LP | 0 | $0 | 0.00% | −160,000−100.0% | 清倉 |
| CTC LLC | 0 | $0 | 0.00% | −116,227−100.0% | 清倉 |
| Freemont Management S.A. | 0 | $0 | 0.00% | −115,700−100.0% | 清倉 |
| Vista Equity Partners Management, LLC | 0 | $0 | 0.00% | −112,294−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −92,084−100.0% | 清倉 |
| Waverton Investment Management Ltd | 0 | $0 | 0.00% | −85,342−100.0% | 清倉 |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −55,000−100.0% | 清倉 |
| Center Lake Capital Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −47,979−100.0% | 清倉 |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −37,552−100.0% | 清倉 |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −34,224−100.0% | 清倉 |
| Mass Ave Global Inc. | 0 | $0 | 0.00% | −31,728−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −28,999−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −19,228−100.0% | 清倉 |
| Caas Capital Management LP | 0 | $0 | 0.00% | −18,611−100.0% | 清倉 |
| New York Life Investments Alternatives | 0 | $0 | 0.00% | −16,652−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −15,900−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −13,614−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −12,284−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −11,900−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −10,964−100.0% | 清倉 |
| Castle Rock Wealth Management, LLC | 0 | $0 | 0.00% | −11,926−100.0% | 清倉 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −10,740−100.0% | 清倉 |
| Andra AP-fonden | 0 | $0 | 0.00% | −10,700−100.0% | 清倉 |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −9,979−100.0% | 清倉 |
| Keybank National Association | 0 | $0 | 0.00% | −9,546−100.0% | 清倉 |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −8,319−100.0% | 清倉 |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −8,055−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −6,611−100.0% | 清倉 |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −6,319−100.0% | 清倉 |
| Brighton Jones LLC | 0 | $0 | 0.00% | −6,231−100.0% | 清倉 |
| Financial Management Network Inc | 0 | $0 | 0.00% | −4,774−100.0% | 清倉 |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −5,137−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −4,756−100.0% | 清倉 |
| Intrust Bank NA | 0 | $0 | 0.00% | −4,723−100.0% | 清倉 |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −4,713−100.0% | 清倉 |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −4,628−100.0% | 清倉 |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −4,605−100.0% | 清倉 |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −4,103−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −4,010−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −3,963−100.0% | 清倉 |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −3,960−100.0% | 清倉 |
| Synovus Financial Corp | 0 | $0 | 0.00% | −4,006−100.0% | 清倉 |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −3,880−100.0% | 清倉 |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −3,802−100.0% | 清倉 |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −3,542−100.0% | 清倉 |