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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 39,547 | $178.8 萬 | 0.16% | +39,224+12,143.7% | 加碼 |
| Walleye Trading LLC | 39,477 | $178.5 萬 | 0.05% | +39,477 | 新進 |
| DekaBank Deutsche Girozentrale | 39,004 | $175.4 萬 | 0.00% | +4,546+13.2% | 加碼 |
| Taylor Frigon Capital Management LLC | 37,921 | $171.4 萬 | 0.97% | −2,111−5.3% | 減碼 |
| Xponance, Inc. | 37,852 | $171.1 萬 | 0.03% | +4,856+14.7% | 加碼 |
| Harbor Capital Advisors, Inc. | 37,769 | $170.8 萬 | 1.69% | +1,320+3.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 37,260 | $168.5 萬 | 0.02% | 00.0% | 不變 |
| Maytus Capital Management, LLC | 37,000 | $167.3 萬 | 1.89% | +37,000 | 新進 |
| Banque Cantonale Vaudoise | 35,934 | $162.5 萬 | 0.09% | +1,350+3.9% | 加碼 |
| Bayesian Capital Management, LP | 35,661 | $161.2 萬 | 0.24% | +35,661 | 新進 |
| CFM Wealth Partners LLC | 35,613 | $161.0 萬 | 0.48% | −1,777−4.8% | 減碼 |
| Gamco Investors, Inc. Et Al | 35,593 | $160.9 萬 | 0.02% | −1,964−5.2% | 減碼 |
| Rockefeller Capital Management L.P. | 35,171 | $158.8 萬 | 0.01% | −16,797−32.3% | 減碼 |
| Vestor Capital, LLC | 35,019 | $158.3 萬 | 0.19% | +11,727+50.3% | 加碼 |
| Hamilton Lane Advisors LLC | 34,822 | $157.4 萬 | 0.57% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 34,636 | $156.6 萬 | 0.04% | −11,864−25.5% | 減碼 |
| Janus Henderson Group PLC | 33,418 | $151.1 萬 | 0.00% | −30.0% | 減碼 |
| Kestra Advisory Services, LLC | 32,580 | $147.3 萬 | 0.01% | +5,919+22.2% | 加碼 |
| Rafferty Asset Management, LLC | 32,416 | $146.6 萬 | 0.01% | +11,081+51.9% | 加碼 |
| Amalgamated Bank | 31,794 | $143.7 萬 | 0.01% | +572+1.8% | 加碼 |
| Capital International Inc | 31,351 | $141.7 萬 | 0.03% | +26,378+530.4% | 加碼 |
| Soltis Investment Advisors LLC | 31,232 | $141.2 萬 | 0.19% | −31−0.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 31,216 | $141.1 萬 | 0.01% | +3,374+12.1% | 加碼 |
| Bank of Nova Scotia | 30,772 | $139.1 萬 | 0.00% | +30,772 | 新進 |
| Mariner, LLC | 30,059 | $135.9 萬 | 0.00% | +16,235+117.4% | 加碼 |
| Jackson Square Capital, LLC | 29,508 | $133.4 萬 | 0.63% | −10,751−26.7% | 減碼 |
| Truist Financial Corp | 29,269 | $132.3 萬 | 0.00% | +11,456+64.3% | 加碼 |
| Y.D. More Investments Ltd | 28,695 | $130.2 萬 | 0.35% | +28,695 | 新進 |
| Candriam Luxembourg S.C.A. | 28,636 | $129.5 萬 | 0.01% | −4,064−12.4% | 減碼 |
| Teacher Retirement System of Texas | 27,851 | $125.9 萬 | 0.01% | −8,625−23.6% | 減碼 |
| Nissay Asset Management Corp | 27,744 | $125.4 萬 | 0.01% | −127−0.5% | 減碼 |
| Meridian Wealth Management, LLC | 27,669 | $125.1 萬 | 0.12% | −31−0.1% | 減碼 |
| Ensign Peak Advisors, Inc | 27,018 | $122.1 萬 | 0.00% | +2,800+11.6% | 加碼 |
| Standard Life Aberdeen plc | 26,829 | $121.3 萬 | 0.00% | +2,231+9.1% | 加碼 |
| Blueshift Asset Management, LLC | 26,733 | $120.9 萬 | 0.56% | +21,078+372.7% | 加碼 |
| BBR Partners, LLC | 26,028 | $117.7 萬 | 0.13% | +2,007+8.4% | 加碼 |
| Graham Capital Management, L.P. | 25,781 | $116.6 萬 | 0.04% | +25,781 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 25,571 | $115.6 萬 | 0.00% | +17,332+210.4% | 加碼 |
| RMB Capital Management, LLC | 24,853 | $112.4 萬 | 0.04% | +8,477+51.8% | 加碼 |
| Verition Fund Management LLC | 24,817 | $112.2 萬 | 0.02% | −5,885−19.2% | 減碼 |
| Old Well Partners, LLC | 24,700 | $111.7 萬 | 0.97% | +7,500+43.6% | 加碼 |
| Profund Advisors LLC | 24,590 | $111.2 萬 | 0.07% | +1,910+8.4% | 加碼 |
| CI Private Wealth, LLC | 23,818 | $109.2 萬 | 0.00% | +23,818 | 新進 |
| Cipher Capital LP | 23,868 | $107.9 萬 | 0.20% | −15,674−39.6% | 減碼 |
| Clear Harbor Asset Management, LLC | 23,620 | $106.8 萬 | 0.13% | +1,418+6.4% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 23,537 | $106.4 萬 | 0.01% | +4,461+23.4% | 加碼 |
| ClariVest Asset Management LLC | 22,626 | $102.3 萬 | 0.05% | −2,793−11.0% | 減碼 |
| British Columbia Investment Management Corp | 22,558 | $102.0 萬 | 0.01% | −2,405−9.6% | 減碼 |
| Canada Pension Plan Investment Board | 22,413 | $101.3 萬 | 0.00% | −94,600−80.8% | 減碼 |
| Prelude Capital Management, LLC | 21,913 | $99.1 萬 | 0.06% | +21,913 | 新進 |
| Vident Investment Advisory, LLC | 21,832 | $98.7 萬 | 0.04% | −2,607−10.7% | 減碼 |
| Walleye Capital LLC | 21,826 | $98.7 萬 | 0.02% | +21,826 | 新進 |
| D.A. Davidson & Co. | 21,595 | $97.6 萬 | 0.01% | +350+1.6% | 加碼 |
| Maryland State Retirement & Pension System | 21,508 | $97.2 萬 | 0.03% | 00.0% | 不變 |
| Park Avenue Securities LLC | 21,456 | $97.0 萬 | 0.02% | +3,139+17.1% | 加碼 |
| Nisa Investment Advisors, LLC | 21,400 | $96.7 萬 | 0.01% | +3,140+17.2% | 加碼 |
| Sepio Capital, LP | 21,385 | $96.7 萬 | 0.08% | +1,455+7.3% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 21,000 | $95.3 萬 | 0.02% | 00.0% | 不變 |
| Aspiriant, LLC | 20,913 | $94.5 萬 | 0.05% | 00.0% | 不變 |
| Leonteq Securities AG | 20,890 | $94.4 萬 | 0.05% | +9,308+80.4% | 加碼 |
| State of Alaska, Department of Revenue | 20,602 | $93.1 萬 | 0.01% | +1,122+5.8% | 加碼 |
| Perpetual Investment Management Ltd | 20,375 | $92.1 萬 | 0.11% | +7,000+52.3% | 加碼 |
| Lake Street Advisors Group, LLC | 20,328 | $91.9 萬 | 0.06% | −63−0.3% | 減碼 |
| Eagle Bay Advisors LLC | 20,076 | $90.8 萬 | 0.51% | −114−0.6% | 減碼 |
| Icapital Wealth LLC | 20,068 | $90.7 萬 | 0.70% | −2,802−12.3% | 減碼 |
| AtonRa Partners | 19,932 | $90.1 萬 | 1.15% | −3,094−13.4% | 減碼 |
| Elo Mutual Pension Insurance Co | 19,719 | $89.1 萬 | 0.03% | +707+3.7% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 19,209 | $85.8 萬 | 0.01% | +9,967+107.8% | 加碼 |
| Creative Planning | 18,858 | $85.3 萬 | 0.00% | +11,559+158.4% | 加碼 |
| Lyell Wealth Management, LP | 18,621 | $84.2 萬 | 0.13% | −468−2.5% | 減碼 |
| Strategic Vision Investment Ltd | 18,475 | $83.5 萬 | 0.55% | +18,475 | 新進 |
| Draper Asset Management, LLC | 18,273 | $82.6 萬 | 1.18% | +899+5.2% | 加碼 |
| Cetera Advisor Networks LLC | 18,184 | $82.2 萬 | 0.01% | +11,320+164.9% | 加碼 |
| Westpac Banking Corp | 18,006 | $81.4 萬 | 0.01% | +222+1.2% | 加碼 |
| JustInvest LLC | 17,934 | $81.1 萬 | 0.03% | −1,867−9.4% | 減碼 |
| Jump Financial, LLC | 17,863 | $80.8 萬 | 0.04% | −104,500−85.4% | 減碼 |
| Prudential Financial Inc | 17,363 | $78.5 萬 | 0.00% | −141−0.8% | 減碼 |
| Occudo Quantitative Strategies LP | 17,244 | $78.0 萬 | 0.09% | +17,244 | 新進 |
| MetLife Investment Management | 17,099 | $77.3 萬 | 0.01% | −239−1.4% | 減碼 |
| Crestline Management, LP | 16,583 | $75.0 萬 | 0.11% | +16,583 | 新進 |
| Afg Fiduciary Services Limited Partnership | 16,323 | $73.8 萬 | 0.69% | −46−0.3% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 16,213 | $73.3 萬 | 0.03% | +16,213 | 新進 |
| Thrivent Financial for Lutherans | 16,030 | $72.5 萬 | 0.00% | +16,030 | 新進 |
| Oppenheimer & Co Inc | 15,991 | $72.3 萬 | 0.02% | −3,042−16.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 15,948 | $72.1 萬 | 0.00% | −1,812−10.2% | 減碼 |
| Ieq Capital, LLC | 15,791 | $71.4 萬 | 0.02% | +1,691+12.0% | 加碼 |
| Independent Advisor Alliance | 15,462 | $69.9 萬 | 0.09% | +1,780+13.0% | 加碼 |
| Codex Capital, L.L.C. | 15,000 | $67.8 萬 | 0.57% | −3,200−17.6% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,990 | $67.8 萬 | 0.01% | 00.0% | 不變 |
| Ropes Wealth Advisors LLC | 14,619 | $66.1 萬 | 0.12% | −120−0.8% | 減碼 |
| Blue Barn Wealth, LLC | 14,614 | $66.1 萬 | 0.43% | −313−2.1% | 減碼 |
| ARS Investment Partners, LLC | 14,587 | $65.9 萬 | 0.09% | −376−2.5% | 減碼 |
| Edmond de Rothschild Holding S.A. | 14,499 | $65.5 萬 | 0.02% | +1,268+9.6% | 加碼 |
| Grandview Asset Management LLC | 14,423 | $65.2 萬 | 0.41% | −164−1.1% | 減碼 |
| Comerica Bank | 13,688 | $63.4 萬 | 0.00% | −1,889−12.1% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 14,000 | $63.3 萬 | 0.21% | +1,683+13.7% | 加碼 |
| Daiwa Securities Group Inc. | 13,925 | $63.0 萬 | 0.00% | +500+3.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 13,647 | $61.7 萬 | 0.00% | +2,241+19.6% | 加碼 |
| Public Sector Pension Investment Board | 13,602 | $61.5 萬 | 0.00% | +13,602 | 新進 |
| Signaturefd, LLC | 13,087 | $59.2 萬 | 0.02% | +928+7.6% | 加碼 |