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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。

2023 年第 1 季與 2022 年第 4 季比較

持有 Cloudflare, Inc. 的機構從 2022 年第 4 季到 2023 年第 1 季的變化。

2023 年第 1 季全部持有人2022 年第 4 季全部持有人

NET 的 13F 持有人:2022 年第 4 季與 2023 年第 1 季比較
項目2022 年第 4 季其中尚未申報 2023 年第 1 季2023 年第 1 季變化
持有家數55011572+33
股數2.42 億56.0 萬2.44 億+273.1 萬 (+1.1%)
市值$109.3 億$2,532 萬$150.7 億+$41.7 億 (+38.2%)

11 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(87 家)

2023 年第 1 季季末持有 Cloudflare, Inc.、2022 年第 4 季季末沒有持有的機構。

2023 年第 1 季新進 NET 的機構
機構股數市值佔組合 %
Value Star Asset Management (Hong Kong) Ltd325,800$2,009 萬7.86%
Laurion Capital Management LP268,205$1,654 萬0.75%
Harber Asset Management LLC171,817$1,059 萬2.86%
Atika Capital Management LLC165,500$1,020 萬1.59%
Mizuho Markets Cayman LP132,625$817.8 萬0.35%
CTC LLC137,570$810.4 萬0.26%
Hel Ved Capital Management Ltd108,530$669.2 萬3.57%
Capital Fund Management S.A.95,916$591.4 萬0.12%
O'Neil Global Advisors, Inc.62,310$384.2 萬1.98%
Titleist Asset Management, LLC57,043$351.7 萬0.74%
Tredje AP-fonden54,330$335.0 萬0.05%
SG Americas Securities, LLC37,544$231.5 萬0.03%
ABN AMRO Bank N.V.34,517$213.6 萬0.05%
D L Carlson Investment Group Inc32,816$202.3 萬0.46%
Aquatic Capital Management LLC31,300$193.0 萬0.12%
Y-Intercept (Hong Kong) Ltd28,674$176.8 萬0.21%
Fox Run Management, L.L.C.27,367$168.7 萬0.55%
PEAK6 Investments LLC27,184$167.6 萬0.11%
Brighton Jones LLC26,384$162.7 萬0.09%
Keystone Investors Pte Ltd25,099$154.8 萬0.31%
Harvest Investment Services, LLC17,257$106.4 萬0.82%
Dai-Ichi Life Insurance Company, Ltd17,048$105.1 萬0.02%
SlateStone Wealth, LLC16,055$99.0 萬0.21%
Van Eck Associates Corp14,899$91.9 萬0.00%
Pearl River Capital, LLC14,483$89.3 萬0.14%
Mackenzie Financial Corp13,300$82.0 萬0.00%
Two Sigma Securities, LLC10,670$65.8 萬0.05%
Western Financial Corp10,568$65.2 萬0.46%
Prime Capital Investment Advisors, LLC10,280$63.4 萬0.03%
Point72 Asset Management, L.P.10,250$63.2 萬0.00%
Moneta Group Investment Advisors LLC9,553$58.9 萬0.01%
Simplex Trading, LLC8,570$52.8 萬0.02%
Centiva Capital, LP8,169$50.4 萬0.03%
Arete Wealth Advisors, LLC7,393$45.6 萬0.04%
MYDA Advisors LLC7,000$43.2 萬0.18%
Integrated Wealth Concepts LLC6,509$40.1 萬0.01%
Sciencast Management LP8,219$39.8 萬0.53%
Barings LLC6,419$39.6 萬0.01%
Perpetual Ltd6,375$39.3 萬0.00%
Sanders Morris Harris LLC6,100$37.6 萬0.13%
Veritable, L.P.5,832$36.0 萬0.01%
AIA Group Ltd5,795$35.7 萬0.02%
Toroso Investments, LLC5,629$34.7 萬0.01%
Gainplan LLC5,000$30.8 萬0.20%
Shay Capital LLC5,000$30.8 萬0.13%
Echo Street Capital Management LLC4,903$30.2 萬0.00%
Parnassus Investments4,596$28.3 萬0.00%
Oak Thistle LLC4,423$27.3 萬0.16%
STRS Ohio4,403$27.1 萬0.00%
Bridgefront Capital, LLC4,359$26.9 萬0.16%
Private Advisor Group, LLC4,353$26.8 萬0.00%
Gateway Advisory, LLC4,337$26.7 萬0.06%
Van Hulzen Asset Management, LLC4,175$25.7 萬0.02%
CIBC Private Wealth Group, LLC4,095$25.2 萬0.00%
Silver Oak Securities, Inc4,029$25.2 萬0.04%
Metis Global Partners, LLC4,033$24.9 萬0.02%
Trellis Wealth Advisors LLC4,002$24.7 萬0.18%
K.J. Harrison & Partners Inc4,000$24.7 萬0.05%
Miracle Mile Advisors, LLC3,990$24.6 萬0.01%
Janney Montgomery Scott LLC3,983$24.6 萬0.00%
Daymark Wealth Partners, LLC3,934$24.3 萬0.03%
Wealthcare Advisory Partners LLC3,927$24.2 萬0.01%
RFG Advisory, LLC3,829$23.6 萬0.01%
Fund Management at Engine No. 1 LLC3,477$21.4 萬0.04%
Andra AP-fonden3,300$20.3 萬0.01%
Harvest Fund Management Co., Ltd3,285$20.2 萬0.04%
Bokf, NA2,507$15.5 萬0.00%
Healthcare of Ontario Pension Plan Trust Fund2,020$12.5 萬0.00%
Ostrum Asset Management1,385$8.54 萬0.01%
Ameritas Advisory Services, LLC1,031$6.43 萬0.00%
Sunbelt Securities, Inc.498$2.93 萬0.00%
HM Payson & Co243$1.50 萬0.00%
GPS Wealth Strategies Group, LLC145$8,9410.00%
Liberty One Investment Management, LLC124$7,6460.00%
Baldwin Brothers Inc75$4,6250.00%
Central Bank & Trust Co65$4,0070.00%
Pointe Capital Management LLC60$3,7000.00%
Cape Investment Advisory, Inc.50$3,0830.00%
Deane Retirement Strategies, Inc.38$2,3430.00%
Psagot Value Holdings Ltd. / (Israel)31$2,0000.00%
Venturi Wealth Management, LLC32$1,9740.00%
Strategic Investment Solutions, Inc.30$1,8500.00%
Ancora Advisors, LLC27$1,6750.00%
Clearview Wealth Advisors LLC24$1,4800.00%
Carolina Wealth Advisors, LLC10$6170.00%
Gradient Investments LLC7$4320.00%
Nalls Sherbakoff Group, LLC7$4130.00%

清倉機構(54 家)

2022 年第 4 季季末持有 Cloudflare, Inc.、2023 年第 1 季有申報但已經沒有持有的機構。

2023 年第 1 季清倉 NET 的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Millennium Management LLC695,732$3,145 萬
Wolverine Asset Management LLC322,370$1,457 萬
Quadrature Capital Ltd268,284$1,213 萬
Twin Tree Management, LP257,361$1,164 萬
Renaissance Technologies LLC131,400$594.1 萬
HRT Financial LP75,622$341.8 萬
Worldquant Millennium Advisors LLC73,729$333.3 萬
SQN Investors LP67,037$303.1 萬
Hidden Lake Asset Management LP59,748$270.1 萬
Natixis44,955$203.2 萬
Seven Eight Capital, LP40,602$183.6 萬
Meeder Asset Management Inc39,547$178.8 萬
Walleye Trading LLC39,477$178.5 萬
Schonfeld Strategic Advisors LLC31,216$141.1 萬
Bank of Nova Scotia30,772$139.1 萬
BBR Partners, LLC26,028$117.7 萬
Cipher Capital LP23,868$107.9 萬
Canada Pension Plan Investment Board22,413$101.3 萬
Prelude Capital Management, LLC21,913$99.1 萬
Occudo Quantitative Strategies LP17,244$78.0 萬
Crestline Management, LP16,583$75.0 萬
Allstate Corp12,991$58.7 萬
Sherbrooke Park Advisers LLC11,400$51.5 萬
Mirador Capital Partners LP10,582$47.8 萬
CenterBook Partners LP9,734$44.0 萬
ProShare Advisors LLC8,677$39.2 萬
DuPont Capital Management Corp8,192$37.0 萬
Motley Fool Asset Management LLC5,892$26.6 萬
Kestra Private Wealth Services, LLC5,804$26.2 萬
Gyon Technologies Capital Management, LP5,436$24.6 萬
Marex Group plc4,935$22.3 萬
International Assets Investment Management, LLC4,751$21.5 萬
Capital Impact Advisors, LLC3,123$14.1 萬
Money Concepts Capital Corp1,676$7.58 萬
Comerica Securities,inc.1,467$6.63 萬
Credit Agricole S A1,200$5.43 萬
U.S. Capital Wealth Advisors, LLC1,004$4.54 萬
Nomura Holdings Inc655$3.00 萬
HBK Sorce Advisory LLC449,622$2.20 萬
Trifecta Capital Advisors, LLC355$1.60 萬
Stonehage Fleming Financial Services Holdings Ltd301$1.36 萬
Riverview Trust Co221$1.00 萬
J.Safra Asset Management Corp137$6,000
Optimum Investment Advisors100$4,521
Crewe Advisors LLC97$4,385
Romano Brothers and Company96$4,340
Anchor Investment Management, LLC80$3,617
Caldwell Trust Co50$2,261
Accurate Wealth Management, LLC50$2,090
My Personal CFO, LLC34$1,537
Zions Bancorporation, N.A.16$723
Fiduciary Alliance LLC15$678
Harbor Investment Advisory, LLC8$362
Sofos Investments, Inc.45$198

尚未申報 2023 年第 1 季的機構(11 家)

2022 年第 4 季季末持有 Cloudflare, Inc.、還沒有申報 2023 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 4 季持有 NET、尚未申報 2023 年第 1 季的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Personal Capital Advisors Corp453,384$2,050 萬
Titleist Asset Management, Ltd.53,654$242.6 萬
Perpetual Investment Management Ltd20,375$92.1 萬
Comerica Bank13,688$63.4 萬
Allstate Investment Management Co12,991$58.7 萬
Trustcore Financial Services, LLC2,286$10.3 萬
Alpha Paradigm Partners, LLC1,426$6.40 萬
Seeyond1,314$5.94 萬
CoreCap Advisors, LLC315$1.42 萬
Sargent Bickham Lagudis LLC271$1.23 萬
Glass Jacobson Investment Advisors llc100$4,521