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 1,272 家機構在 13F 申報持有，市值合計 $785.1 億；方舟投資、橡樹資本等 3 位大師持有。
2023 年第 1 季 13F 持有人
Cloudflare, Inc. 在 2023/3/31 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
- 598
- 較 2022 年第 4 季 +36 家
- 持有股數
- 3.65 億
- 較 2022 年第 4 季 +2,543 萬 (+7.5%)
- 總市值
- $198.5 億
- 較 2022 年第 4 季 +$79.7 億 (+67.1%)
- 新進機構
- 91
- 另有 220 家加碼
- 清倉機構
- 55
- 另有 174 家減碼
另有 11 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 | 1,272 | $785.1 億 |
| 2026 年第 1 季 | 1,160 | $585.1 億 |
| 2025 年第 4 季 | 1,107 | $564.0 億 |
| 2025 年第 3 季 | 1,056 | $629.9 億 |
| 2025 年第 2 季 | 968 | $561.7 億 |
| 2025 年第 1 季 | 891 | $316.0 億 |
| 2024 年第 4 季 | 795 | $296.8 億 |
| 2024 年第 3 季 | 706 | $219.8 億 |
| 2024 年第 2 季 | 680 | $224.0 億 |
| 2024 年第 1 季 | 730 | $308.8 億 |
| 2023 年第 4 季 | 701 | $244.1 億 |
| 2023 年第 3 季 | 603 | $214.8 億 |
| 2023 年第 2 季 | 587 | $206.0 億 |
| 2023 年第 1 季 | 598 | $198.5 億 |
| 2022 年第 4 季 | 573 | $119.0 億 |
| 2022 年第 3 季 | 588 | $141.4 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 6,707 | $26.4 億 | 1.49% | +46+0.7% | 加碼 |
| FMR LLC | 33,270,028 | $20.8 億 | 0.10% | +16,757,878+101.5% | 加碼 |
| Morgan Stanley | 32,334,542 | $20.0 億 | 0.21% | +982,428+3.1% | 加碼 |
| Vanguard Group Inc | 26,314,705 | $16.2 億 | 0.04% | +431,221+1.7% | 加碼 |
| Baillie Gifford & Co | 25,717,733 | $15.9 億 | 1.43% | −617,705−2.3% | 減碼 |
| Capital World Investors | 16,873,090 | $10.4 億 | 0.22% | +1,005,607+6.3% | 加碼 |
| BlackRock Inc. | 15,711,162 | $9.77 億 | 0.03% | +314,422+2.0% | 加碼 |
| Sands Capital Management, LLC | 14,663,001 | $9.04 億 | 2.98% | −791,121−5.1% | 減碼 |
| Voya Investment Management LLC | 5,027,553 | $5.20 億 | 0.56% | +2,600,847+107.2% | 加碼 |
| State Street Corp | 5,609,457 | $3.69 億 | 0.02% | +148,483+2.7% | 加碼 |
| First Trust Advisors LP | 5,223,457 | $3.22 億 | 0.37% | −1,127,236−17.7% | 減碼 |
| Lord, Abbett & Co. LLC | 64,969,830 | $2.96 億 | 0.53% | +33,673,268+107.6% | 加碼 |
| Franklin Resources Inc | 3,147,439 | $2.62 億 | 0.13% | −187,695−5.6% | 減碼 |
| Geode Capital Management, LLC | 3,797,582 | $2.34 億 | 0.03% | +146,503+4.0% | 加碼 |
| Norges Bank | 2,860,591 | $1.76 億 | 0.04% | +104,740+3.8% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 2,762,609 | $1.70 億 | 2.82% | −294,398−9.6% | 減碼 |
| Marshall Wace, LLP | 2,209,854 | $1.36 億 | 0.34% | −434,255−16.4% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | – | $1.23 億 | 2.35% | – | – |
| 1832 Asset Management L.P. | 1,888,400 | $1.16 億 | 0.24% | +1,433,500+315.1% | 加碼 |
| Polar Capital Holdings Plc | 1,790,076 | $1.10 億 | 0.81% | −35,065,480−95.1% | 減碼 |
| Northern Trust Corp | 1,708,128 | $1.05 億 | 0.02% | +21,223+1.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,620,986 | $9,995 萬 | 0.07% | +86,934+5.7% | 加碼 |
| Lazard Asset Management LLC | 24,630 | $9,869 萬 | 0.13% | −21,574−46.7% | 減碼 |
| Legal & General Group Plc | 1,559,862 | $9,618 萬 | 0.03% | −1,726,301−52.5% | 減碼 |
| Optimus Prime Fund Management Co., Ltd. | 1,514,093 | $9,336 萬 | 13.13% | +97,448+6.9% | 加碼 |
| Deutsche Bank AG | 1,335,824 | $8,456 萬 | 0.05% | +150,548+12.7% | 加碼 |
| Bank of America Corp | 1,353,855 | $8,405 萬 | 0.01% | +501,554+58.8% | 加碼 |
| Strategy Capital LLC | 1,353,330 | $8,345 萬 | 13.33% | −149,000−9.9% | 減碼 |
| Two Sigma Investments, LP | 1,344,914 | $8,293 萬 | 0.25% | +918,096+215.1% | 加碼 |
| Bank of New York Mellon Corp | 2,213,543 | $8,175 萬 | 0.02% | −19,478−0.9% | 減碼 |
| Royal Bank of Canada | 1,300,033 | $8,016 萬 | 0.02% | −207,301−13.8% | 減碼 |
| Alfreton Capital LLP | 1,300,000 | $8,016 萬 | 37.50% | 00.0% | 不變 |
| American Century Companies Inc | 1,277,299 | $7,875 萬 | 0.06% | −103,603−7.5% | 減碼 |
| NEA Management Company, LLC | 1,249,215 | $7,703 萬 | 5.32% | −624,608−33.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,179,334 | $7,272 萬 | 0.18% | −51,463−4.2% | 減碼 |
| Credit Suisse AG | 1,027,196 | $6,784 萬 | 0.07% | +85,184+9.0% | 加碼 |
| ETF Managers Group, LLC | 1,077,208 | $6,642 萬 | 2.14% | −282,159−20.8% | 減碼 |
| SW Investment Management LLC | 1,050,000 | $6,474 萬 | 26.14% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 965,864 | $6,431 萬 | 0.03% | +60,644+6.7% | 加碼 |
| Swiss National Bank | 1,016,900 | $6,270 萬 | 0.04% | −18,300−1.8% | 減碼 |
| Charles Schwab Investment Management Inc | 948,769 | $5,850 萬 | 0.02% | +20,290+2.2% | 加碼 |
| Goldman Sachs Group Inc | 945,454 | $5,834 萬 | 0.02% | −757,595−44.5% | 減碼 |
| Bessemer Group Inc | 911,963 | $5,623 萬 | 0.13% | +21,136+2.4% | 加碼 |
| Bamco Inc | 890,156 | $5,489 萬 | 0.16% | +49,971+5.9% | 加碼 |
| Steelhead Partners LLC | – | $5,420 萬 | 3.53% | – | – |
| Calamos Advisors LLC | – | $5,420 萬 | 0.27% | – | – |
| Amundi | 792,114 | $5,404 萬 | 0.03% | −168,422−17.5% | 減碼 |
| Nikko Asset Management Americas, Inc. | 884,406 | $5,336 萬 | 0.61% | +89,626+11.3% | 加碼 |
| Nuveen Asset Management, LLC | 788,887 | $5,250 萬 | 0.02% | −17,051−2.1% | 減碼 |
| Two Sigma Advisers, LP | 822,900 | $5,074 萬 | 0.13% | −228,900−21.8% | 減碼 |
| Squarepoint Ops LLC | 817,548 | $5,041 萬 | 0.36% | +275,517+50.8% | 加碼 |
| Advent Capital Management | – | $3,683 萬 | 0.71% | – | – |
| Balyasny Asset Management LLC | 581,787 | $3,587 萬 | 0.12% | +522,927+888.4% | 加碼 |
| Ameriprise Financial Inc | 547,110 | $3,373 萬 | 0.01% | +23,644+4.5% | 加碼 |
| Bank of Montreal | 525,384 | $3,262 萬 | 0.01% | −324,521−38.2% | 減碼 |
| Peregrine Capital Management LLC | 528,177 | $3,257 萬 | 0.94% | +3,791+0.7% | 加碼 |
| Verition Fund Management LLC | 10,980 | $3,140 萬 | 0.50% | −13,837−55.8% | 減碼 |
| Citadel Advisors LLC | 504,541 | $3,111 萬 | 0.03% | +299,346+145.9% | 加碼 |
| Long Walk Management LP | 499,000 | $3,077 萬 | 27.46% | −31,000−5.8% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 475,851 | $2,934 萬 | 0.04% | +277,378+139.8% | 加碼 |
| Invesco Ltd. | 337,616 | $2,889 萬 | 0.01% | +155,106+85.0% | 加碼 |
| La Financiere de L'Echiquier | 444,429 | $2,740 萬 | 1.44% | −142,571−24.3% | 減碼 |
| California State Teachers Retirement System | 437,345 | $2,697 萬 | 0.04% | +2,706+0.6% | 加碼 |
| California Public Employees Retirement System | 434,978 | $2,682 萬 | 0.02% | −87,849−16.8% | 減碼 |
| National Pension Service | 443,156 | $2,611 萬 | 0.05% | −12,373−2.7% | 減碼 |
| New York State Common Retirement Fund | 5,762,784 | $2,425 萬 | 0.03% | −1,365,000−19.2% | 減碼 |
| Strategic Vision Investment Ltd | 380,483 | $2,346 萬 | 8.79% | +362,008+1,959.4% | 加碼 |
| Susquehanna International Group, LLP | 377,378 | $2,327 萬 | 0.04% | +61,251+19.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 40,275 | $2,211 萬 | 0.04% | −217,820−84.4% | 減碼 |
| Vontobel Holding Ltd. | 354,296 | $2,185 萬 | 0.20% | −20,294−5.4% | 減碼 |
| Barclays PLC | 234,071 | $2,159 萬 | 0.02% | −145,053−38.3% | 減碼 |
| Rhumbline Advisers | 343,161 | $2,116 萬 | 0.03% | +25,491+8.0% | 加碼 |
| Cota Capital Management, LLC | 341,688 | $2,107 萬 | 11.39% | −32,000−8.6% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 340,564 | $2,100 萬 | 1.28% | +71,018+26.3% | 加碼 |
| Value Star Asset Management (Hong Kong) Ltd | 325,800 | $2,009 萬 | 7.86% | +325,800 | 新進 |
| UBS Group AG | 305,057 | $1,882 萬 | 0.01% | +89,014+41.2% | 加碼 |
| Great West Life Assurance Co | 301,387 | $1,859 萬 | 0.05% | +25,347+9.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 300,714 | $1,854 萬 | 0.04% | +400+0.1% | 加碼 |
| Whetstone Capital Advisors, LLC | 293,385 | $1,809 萬 | 11.66% | −7,397−2.5% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 288,995 | $1,782 萬 | 0.12% | −5,967−2.0% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 287,883 | $1,775 萬 | 0.04% | +7,399+2.6% | 加碼 |
| Allianz Asset Management GmbH | 281,961 | $1,739 萬 | 0.04% | +2,760+1.0% | 加碼 |
| Envestnet Asset Management Inc | 278,478 | $1,717 萬 | 0.01% | −487−0.2% | 減碼 |
| Ssi Investment Management LLC | – | $1,703 萬 | 1.20% | – | – |
| NZS Capital, LLC | 273,361 | $1,686 萬 | 0.89% | +46,799+20.7% | 加碼 |
| Laurion Capital Management LP | 268,205 | $1,654 萬 | 0.75% | +268,205 | 新進 |
| Trexquant Investment LP | 267,849 | $1,652 萬 | 0.45% | +37,043+16.0% | 加碼 |
| Privium Fund Management B.V. | 262,435 | $1,618 萬 | 5.44% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 257,201 | $1,586 萬 | 0.09% | +125,064+94.6% | 加碼 |
| JPMorgan Chase & Co | 253,044 | $1,568 萬 | 0.00% | +111,367+78.6% | 加碼 |
| GAM Holding AG | 253,126 | $1,561 萬 | 1.08% | +143,787+131.5% | 加碼 |
| Berkshire Capital Holdings Inc | 251,730 | $1,552 萬 | 6.95% | −35,070−12.2% | 減碼 |
| Wells Fargo & Company | 243,057 | $1,529 萬 | 0.00% | +1,534+0.6% | 加碼 |
| Principal Financial Group Inc | 244,099 | $1,505 萬 | 0.01% | +166,122+213.0% | 加碼 |
| Alberta Investment Management Corp | 243,257 | $1,500 萬 | 0.15% | +5,900+2.5% | 加碼 |
| Dimensional Fund Advisors LP | 216,187 | $1,332 萬 | 0.00% | +29,863+16.0% | 加碼 |
| APG Asset Management N.V. | 231,161 | $1,312 萬 | 0.03% | −35,364−13.3% | 減碼 |
| Asset Management One Co.,Ltd. | 209,892 | $1,294 萬 | 0.06% | +30,510+17.0% | 加碼 |
| Gabelli Funds LLC | 207,348 | $1,279 萬 | 0.10% | +12,550+6.4% | 加碼 |
| Aviva PLC | 206,009 | $1,270 萬 | 0.06% | −52,405−20.3% | 減碼 |