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 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 | $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 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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 165,315 | $747.4 萬 | 0.21% | +80,544+95.0% | 加碼 |
| 12 West Capital Management LP | 165,000 | $746.0 萬 | 0.75% | 00.0% | 不變 |
| Macquarie Group Ltd | 161,828 | $731.7 萬 | 0.01% | −1,141,134−87.6% | 減碼 |
| Price T Rowe Associates Inc | 160,223 | $724.3 萬 | 0.00% | −544−0.3% | 減碼 |
| Liontrust Investment Partners LLP | 157,000 | $709.8 萬 | 0.13% | +7,000+4.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 154,944 | $700.5 萬 | 0.03% | +4,646+3.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 147,628 | $667.4 萬 | 0.07% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 144,996 | $655.5 萬 | 0.03% | +2,628+1.8% | 加碼 |
| JPMorgan Chase & Co | 141,677 | $640.5 萬 | 0.00% | −27,847−16.4% | 減碼 |
| Hartline Investment Corp | 141,563 | $640.0 萬 | 1.46% | +141,563 | 新進 |
| Schroder Investment Management Group | 135,779 | $613.9 萬 | 0.01% | +119,032+710.8% | 加碼 |
| Qube Research & Technologies Ltd | 132,137 | $597.4 萬 | 0.04% | +69,824+112.1% | 加碼 |
| Raymond James & Associates | 131,928 | $596.4 萬 | 0.01% | −36,172−21.5% | 減碼 |
| Renaissance Technologies LLC | 131,400 | $594.1 萬 | 0.01% | +127,000+2,886.4% | 加碼 |
| State of Wisconsin Investment Board | 128,889 | $582.7 萬 | 0.02% | −13,615−9.6% | 減碼 |
| Forte Capital LLC | 128,684 | $581.8 萬 | 1.00% | −10,771−7.7% | 減碼 |
| SEI Investments Co | 125,930 | $569.4 萬 | 0.01% | +20,752+19.7% | 加碼 |
| Mizuho Markets Americas LLC | 123,725 | $559.4 萬 | 0.38% | −7,100−5.4% | 減碼 |
| Treasurer of the State of North Carolina | 122,776 | $555.1 萬 | 0.03% | +3,010+2.5% | 加碼 |
| LGT Group Foundation | 115,295 | $521.2 萬 | 0.16% | +58,343+102.4% | 加碼 |
| Man Group plc | 114,719 | $518.6 萬 | 0.02% | +114,719 | 新進 |
| Stanley-Laman Group, Ltd. | 110,798 | $500.9 萬 | 0.95% | −14,003−11.2% | 減碼 |
| GAM Holding AG | 109,339 | $494.3 萬 | 0.40% | +4,105+3.9% | 加碼 |
| Victory Capital Management Inc | 108,399 | $490.1 萬 | 0.01% | +790+0.7% | 加碼 |
| Citigroup Inc | 105,338 | $476.2 萬 | 0.01% | −34,058−24.4% | 減碼 |
| Nwi Management LP | 100,000 | $452.1 萬 | 1.06% | 00.0% | 不變 |
| Storebrand Asset Management AS | 98,630 | $445.9 萬 | 0.02% | −410−0.4% | 減碼 |
| Davy Global Fund Management Ltd | 96,673 | $437.1 萬 | 0.90% | +17,327+21.8% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 95,066 | $429.8 萬 | 0.94% | −48,000−33.6% | 減碼 |
| Royal London Asset Management Ltd | 94,772 | $428.5 萬 | 0.02% | +3,452+3.8% | 加碼 |
| Pictet Asset Management SA | 90,417 | $408.8 萬 | 0.01% | +4,328+5.0% | 加碼 |
| Sentinel Trust Co Lba | 83,818 | $378.9 萬 | 0.59% | 00.0% | 不變 |
| LPL Financial LLC | 82,036 | $370.9 萬 | 0.00% | +3,982+5.1% | 加碼 |
| Jasper Ridge Partners, L.P. | 81,933 | $370.4 萬 | 0.22% | 00.0% | 不變 |
| Firsthand Capital Management, Inc. | 80,000 | $361.7 萬 | 4.22% | −10,000−11.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 79,448 | $359.2 萬 | 0.02% | −19,901−20.0% | 減碼 |
| Advisor Group Holdings, Inc. | 78,239 | $353.7 萬 | 0.01% | +8,958+12.9% | 加碼 |
| Principal Financial Group Inc | 77,977 | $352.5 萬 | 0.00% | +13,889+21.7% | 加碼 |
| Los Angeles Capital Management LLC | 77,886 | $352.1 萬 | 0.02% | +12,425+19.0% | 加碼 |
| HRT Financial LP | 75,622 | $341.8 萬 | 0.05% | −142,918−65.4% | 減碼 |
| Toronto Dominion Bank | 74,744 | $337.7 萬 | 0.01% | +21,288+39.8% | 加碼 |
| Worldquant Millennium Advisors LLC | 73,729 | $333.3 萬 | 0.08% | +35,363+92.2% | 加碼 |
| Russell Investments Group, Ltd. | 72,178 | $326.7 萬 | 0.01% | +17,731+32.6% | 加碼 |
| Handelsbanken Fonder AB | 70,917 | $320.6 萬 | 0.02% | +30,936+77.4% | 加碼 |
| Carnegie Capital Asset Management, LLC | 70,440 | $318.5 萬 | 0.14% | +70,440 | 新進 |
| Kames Capital plc | 70,332 | $318.0 萬 | 0.06% | +150.0% | 加碼 |
| Circle Wealth Management, LLC | 70,024 | $316.6 萬 | 0.49% | +9,606+15.9% | 加碼 |
| Raine Capital LLC | 70,000 | $316.5 萬 | 0.78% | +7,000+11.1% | 加碼 |
| Cubist Systematic Strategies, LLC | 69,965 | $316.3 萬 | 0.03% | −9,673−12.1% | 減碼 |
| Arizona State Retirement System | 69,403 | $313.8 萬 | 0.03% | +592+0.9% | 加碼 |
| Korea Investment CORP | 67,921 | $307.1 萬 | 0.01% | −5,324−7.3% | 減碼 |
| Private Advisory Group LLC | 67,038 | $303.1 萬 | 0.66% | −431−0.6% | 減碼 |
| SQN Investors LP | 67,037 | $303.1 萬 | 1.17% | −29,500−30.6% | 減碼 |
| Neuberger Berman Group LLC | 66,350 | $300.7 萬 | 0.00% | −13,658−17.1% | 減碼 |
| Davis-Rea Ltd. | 65,150 | $294.5 萬 | 1.84% | +65,150 | 新進 |
| Prudential PLC | 64,691 | $292.5 萬 | 0.04% | +4,825+8.1% | 加碼 |
| Capital International Ltd | 64,311 | $290.8 萬 | 0.20% | +48,218+299.6% | 加碼 |
| US Bancorp | 63,416 | $286.7 萬 | 0.01% | +16,497+35.2% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 63,040 | $285.0 萬 | 0.08% | −45,000−41.7% | 減碼 |
| Forsta Ap-Fonden | 62,800 | $283.9 萬 | 0.03% | +11,700+22.9% | 加碼 |
| Avalon Global Asset Management LLC | 60,000 | $271.3 萬 | 1.91% | +10,000+20.0% | 加碼 |
| Hidden Lake Asset Management LP | 59,748 | $270.1 萬 | 3.64% | +59,748 | 新進 |
| Balyasny Asset Management LLC | 58,860 | $266.1 萬 | 0.01% | +29,747+102.2% | 加碼 |
| Ambassador Advisors, LLC | 57,763 | $261.1 萬 | 0.57% | −5,700−9.0% | 減碼 |
| Nomura Asset Management Co Ltd | 56,880 | $257.2 萬 | 0.01% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 54,484 | $246.3 萬 | 0.01% | +10,512+23.9% | 加碼 |
| Titleist Asset Management, Ltd. | 53,654 | $242.6 萬 | 0.57% | +194+0.4% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 53,228 | $240.6 萬 | 0.03% | −16,400−23.6% | 減碼 |
| TD Asset Management Inc | 52,073 | $235.4 萬 | 0.00% | +2,088+4.2% | 加碼 |
| AE Wealth Management LLC | 51,719 | $233.8 萬 | 0.02% | +9,024+21.1% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 51,456 | $232.6 萬 | 0.02% | +8,364+19.4% | 加碼 |
| Jacob Asset Management of New York LLC | 51,352 | $232.2 萬 | 2.83% | −794−1.5% | 減碼 |
| Intech Investment Management LLC | 50,773 | $229.5 萬 | 0.02% | −2,739−5.1% | 減碼 |
| Nordea Investment Management AB | 50,968 | $229.3 萬 | 0.00% | +45+0.1% | 加碼 |
| Capital International Sarl | 49,640 | $224.4 萬 | 0.16% | +43,605+722.5% | 加碼 |
| DnB Asset Management AS | 49,457 | $223.6 萬 | 0.02% | +2,483+5.3% | 加碼 |
| Blair William & Co | 49,210 | $222.5 萬 | 0.01% | −4,381−8.2% | 減碼 |
| Utah Retirement Systems | 48,162 | $217.7 萬 | 0.03% | +400+0.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 47,376 | $214.2 萬 | 0.01% | −696−1.4% | 減碼 |
| Commonwealth Equity Services, LLC | 46,658 | $210.9 萬 | 0.01% | −3,424−6.8% | 減碼 |
| Lazard Asset Management LLC | 46,204 | $208.8 萬 | 0.00% | +29,634+178.8% | 加碼 |
| USS Investment Management Ltd | 45,655 | $206.4 萬 | 0.03% | 00.0% | 不變 |
| Achmea Investment Management B.V. | 48,114 | $203.8 萬 | 0.07% | +25,506+112.8% | 加碼 |
| Natixis | 44,955 | $203.2 萬 | 0.01% | +27,996+165.1% | 加碼 |
| Evercore Wealth Management, LLC | 43,500 | $196.7 萬 | 0.04% | 00.0% | 不變 |
| HighTower Advisors, LLC | 42,731 | $193.3 萬 | 0.00% | −24,337−36.3% | 減碼 |
| Cetera Investment Advisers | 42,645 | $192.8 萬 | 0.02% | +19,268+82.4% | 加碼 |
| SWS Partners | 42,277 | $191.1 萬 | 0.91% | +10,849+34.5% | 加碼 |
| Nicholas Investment Partners, LP | 42,078 | $190.2 萬 | 0.17% | −340−0.8% | 減碼 |
| Stifel Financial Corp | 41,968 | $189.7 萬 | 0.00% | −555−1.3% | 減碼 |
| KBC Group NV | 41,934 | $189.6 萬 | 0.01% | −167,973−80.0% | 減碼 |
| Gulf International Bank (UK) Ltd | 41,834 | $189.1 萬 | 0.03% | 00.0% | 不變 |
| IFM Investors Pty Ltd | 41,810 | $189.0 萬 | 0.03% | −710−1.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 41,797 | $189.0 萬 | 0.01% | −40−0.1% | 減碼 |
| Alps Advisors Inc | 41,405 | $187.2 萬 | 0.02% | −2,816−6.4% | 減碼 |
| TownSquare Capital, LLC | 40,887 | $184.9 萬 | 0.05% | +131+0.3% | 加碼 |
| MML Investors Services, LLC | 40,700 | $184.0 萬 | 0.01% | +5,686+16.2% | 加碼 |
| Seven Eight Capital, LP | 40,602 | $183.6 萬 | 0.48% | +40,602 | 新進 |
| Highland Capital Management, LLC | 40,046 | $181.0 萬 | 0.13% | +14,614+57.5% | 加碼 |
| Tiemann Investment Advisors, LLC | 39,641 | $179.2 萬 | 1.05% | 00.0% | 不變 |