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。
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
- 572
- 較 2022 年第 4 季 +33 家
- 持有股數
- 2.44 億
- 較 2022 年第 4 季 +273.1 萬 (+1.1%)
- 總市值
- $150.7 億
- 較 2022 年第 4 季 +$41.7 億 (+38.2%)
- 新進機構
- 87
- 另有 216 家加碼
- 清倉機構
- 54
- 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 | 1,228 | $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 |
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 |
|---|---|---|---|---|---|
| Blueshift Asset Management, LLC | 6,299 | $38.8 萬 | 0.16% | −20,434−76.4% | 減碼 |
| Thrivent Financial for Lutherans | 6,353 | $39.2 萬 | 0.00% | −9,677−60.4% | 減碼 |
| Perpetual Ltd | 6,375 | $39.3 萬 | 0.00% | +6,375 | 新進 |
| Delphia (USA) Inc. | 6,407 | $39.5 萬 | 0.48% | −3,153−33.0% | 減碼 |
| Barings LLC | 6,419 | $39.6 萬 | 0.01% | +6,419 | 新進 |
| Sciencast Management LP | 8,219 | $39.8 萬 | 0.53% | +8,219 | 新進 |
| The PNC Financial Services Group, Inc. | 6,497 | $40.1 萬 | 0.00% | −712−9.9% | 減碼 |
| Integrated Wealth Concepts LLC | 6,509 | $40.1 萬 | 0.01% | +6,509 | 新進 |
| Cresset Asset Management, LLC | 6,615 | $40.8 萬 | 0.01% | −50−0.8% | 減碼 |
| Vahanian & Associates Financial Planning Inc. | 6,705 | $41.3 萬 | 1.15% | +2,013+42.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 6,707 | $41.4 萬 | 0.00% | +46+0.7% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 6,718 | $41.4 萬 | 0.03% | +767+12.9% | 加碼 |
| Joel Isaacson & Co., LLC | 6,766 | $41.7 萬 | 0.03% | 00.0% | 不變 |
| Ci Investments Inc. | 6,822 | $42.1 萬 | 0.00% | +38+0.6% | 加碼 |
| ASB Consultores, LLC | 6,963 | $42.9 萬 | 0.17% | +1,271+22.3% | 加碼 |
| Kistler-Tiffany Companies, LLC | 6,963 | $42.9 萬 | 0.08% | +2,933+72.8% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 6,968 | $43.0 萬 | 0.00% | +117+1.7% | 加碼 |
| MYDA Advisors LLC | 7,000 | $43.2 萬 | 0.18% | +7,000 | 新進 |
| Jump Financial, LLC | 7,008 | $43.2 萬 | 0.02% | −10,855−60.8% | 減碼 |
| Simplify Asset Management Inc. | 7,036 | $43.4 萬 | 0.08% | +2,467+54.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 7,093 | $43.7 萬 | 0.00% | −6,554−48.0% | 減碼 |
| Parkwood LLC | 7,157 | $44.1 萬 | 0.08% | −2,871−28.6% | 減碼 |
| Citizens Financial Group Inc | 7,156 | $44.1 萬 | 0.02% | −1,674−19.0% | 減碼 |
| Independent Financial Group, LLC | 7,200 | $44.4 萬 | 0.04% | +1,299+22.0% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 7,219 | $44.5 萬 | 0.02% | −277−3.7% | 減碼 |
| MAI Capital Management | 7,333 | $45.2 萬 | 0.01% | −333−4.3% | 減碼 |
| Arete Wealth Advisors, LLC | 7,393 | $45.6 萬 | 0.04% | +7,393 | 新進 |
| Atlas Brown,Inc. | 7,400 | $45.6 萬 | 0.21% | +450+6.5% | 加碼 |
| Commerce Bank | 7,493 | $46.2 萬 | 0.00% | +3,056+68.9% | 加碼 |
| Oppenheimer & Co Inc | 7,512 | $46.3 萬 | 0.01% | −8,479−53.0% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 7,735 | $47.7 萬 | 0.18% | +225+3.0% | 加碼 |
| Panagora Asset Management Inc | 7,800 | $48.1 萬 | 0.00% | −253−3.1% | 減碼 |
| Exos TFP Holdings LLC | 7,848 | $48.4 萬 | 0.12% | +5,726+269.8% | 加碼 |
| Corton Capital Inc. | 7,906 | $48.7 萬 | 0.34% | −2,498−24.0% | 減碼 |
| V Wealth Advisors LLC | 7,942 | $49.0 萬 | 0.09% | −3,450−30.3% | 減碼 |
| Atria Wealth Solutions, Inc. | 8,058 | $49.7 萬 | 0.01% | −4,527−36.0% | 減碼 |
| DC Investments Management, LLC | 8,118 | $50.1 萬 | 0.60% | 00.0% | 不變 |
| Centiva Capital, LP | 8,169 | $50.4 萬 | 0.03% | +8,169 | 新進 |
| Malaga Cove Capital, LLC | 8,297 | $51.2 萬 | 0.25% | 00.0% | 不變 |
| Macquarie Group Ltd | 8,500 | $52.4 萬 | 0.00% | −153,328−94.7% | 減碼 |
| MBM Wealth Consultants, LLC | 12,203 | $52.5 萬 | 0.22% | 00.0% | 不變 |
| Simplex Trading, LLC | 8,570 | $52.8 萬 | 0.02% | +8,570 | 新進 |
| Acadian Asset Management LLC | 8,686 | $53.3 萬 | 0.00% | +2,757+46.5% | 加碼 |
| Parsons Capital Management Inc | 8,692 | $53.6 萬 | 0.04% | 00.0% | 不變 |
| Cetera Advisors LLC | 8,772 | $54.1 萬 | 0.01% | −3,391−27.9% | 減碼 |
| Wealthfront Advisers LLC | 8,782 | $54.1 萬 | 0.00% | −63−0.7% | 減碼 |
| Proequities, Inc. | 8,924 | $55.0 萬 | 0.04% | −875−8.9% | 減碼 |
| Jefferies Financial Group Inc. | 8,981 | $55.4 萬 | 0.01% | −1,139−11.3% | 減碼 |
| Parallax Volatility Advisers, L.P. | 9,047 | $55.8 萬 | 0.02% | −276,108−96.8% | 減碼 |
| Stock Yards Bank & Trust Co | 9,267 | $57.2 萬 | 0.02% | +50+0.5% | 加碼 |
| Moneta Group Investment Advisors LLC | 9,553 | $58.9 萬 | 0.01% | +9,553 | 新進 |
| First Republic Investment Management, Inc. | 9,647 | $59.5 萬 | 0.00% | −1,583−14.1% | 減碼 |
| AtonRa Partners | 9,674 | $59.6 萬 | 0.87% | −10,258−51.5% | 減碼 |
| CIBC Asset Management Inc | 9,695 | $59.8 萬 | 0.00% | +159+1.7% | 加碼 |
| Steel Peak Wealth Management LLC | 10,000 | $61.7 萬 | 0.04% | 00.0% | 不變 |
| Guggenheim Capital LLC | 10,174 | $62.7 萬 | 0.01% | +3,469+51.7% | 加碼 |
| Vident Investment Advisory, LLC | 10,184 | $62.8 萬 | 0.02% | −11,648−53.4% | 減碼 |
| Point72 Asset Management, L.P. | 10,250 | $63.2 萬 | 0.00% | +10,250 | 新進 |
| Prime Capital Investment Advisors, LLC | 10,280 | $63.4 萬 | 0.03% | +10,280 | 新進 |
| Ieq Capital, LLC | 10,344 | $63.8 萬 | 0.01% | −5,447−34.5% | 減碼 |
| Advisory Resource Group | 10,408 | $64.2 萬 | 0.18% | −803−7.2% | 減碼 |
| Western Financial Corp | 10,568 | $65.2 萬 | 0.46% | +10,568 | 新進 |
| Two Sigma Securities, LLC | 10,670 | $65.8 萬 | 0.05% | +10,670 | 新進 |
| Robeco Institutional Asset Management B.V. | 10,683 | $65.9 萬 | 0.00% | 00.0% | 不變 |
| M&T Bank Corp | 10,681 | $65.9 萬 | 0.00% | +183+1.7% | 加碼 |
| Financial Advisory Service, Inc. | 10,790 | $66.5 萬 | 0.07% | +1,310+13.8% | 加碼 |
| Verition Fund Management LLC | 10,980 | $67.7 萬 | 0.01% | −13,837−55.8% | 減碼 |
| Avitas Wealth Management LLC | 11,239 | $69.3 萬 | 0.14% | −201−1.8% | 減碼 |
| Captrust Financial Advisors | 11,445 | $70.6 萬 | 0.00% | +1,068+10.3% | 加碼 |
| Sigma Planning Corp | 11,591 | $71.5 萬 | 0.02% | +929+8.7% | 加碼 |
| Geneos Wealth Management Inc. | 11,637 | $71.8 萬 | 0.04% | +3,719+47.0% | 加碼 |
| Mercer Global Advisors Inc | 11,660 | $71.9 萬 | 0.00% | +2,458+26.7% | 加碼 |
| LJI Wealth Management, LLC | 11,750 | $72.5 萬 | 0.23% | +1,180+11.2% | 加碼 |
| Lido Advisors, LLC | 11,796 | $72.7 萬 | 0.01% | +468+4.1% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 12,500 | $77.1 萬 | 0.79% | 00.0% | 不變 |
| Codex Capital, L.L.C. | 15,000 | $77.5 萬 | 0.53% | 00.0% | 不變 |
| Pitcairn Co | 12,680 | $78.2 萬 | 0.07% | −211−1.6% | 減碼 |
| Signaturefd, LLC | 12,751 | $78.6 萬 | 0.02% | −336−2.6% | 減碼 |
| Nicholas Investment Partners, LP | 12,845 | $79.2 萬 | 0.06% | −29,233−69.5% | 減碼 |
| Grandview Asset Management LLC | 12,861 | $79.3 萬 | 0.47% | −1,562−10.8% | 減碼 |
| Boston Private Wealth LLC | 12,902 | $79.6 萬 | 0.01% | +2,571+24.9% | 加碼 |
| Mackenzie Financial Corp | 13,300 | $82.0 萬 | 0.00% | +13,300 | 新進 |
| CIBC World Markets Inc. | 13,566 | $83.6 萬 | 0.00% | +547+4.2% | 加碼 |
| Edmond de Rothschild Holding S.A. | 13,847 | $85.4 萬 | 0.02% | −652−4.5% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 14,451 | $89.1 萬 | 0.27% | +451+3.2% | 加碼 |
| Pearl River Capital, LLC | 14,483 | $89.3 萬 | 0.14% | +14,483 | 新進 |
| ARS Investment Partners, LLC | 14,587 | $89.9 萬 | 0.11% | 00.0% | 不變 |
| Blue Barn Wealth, LLC | 14,614 | $90.1 萬 | 0.56% | 00.0% | 不變 |
| Ropes Wealth Advisors LLC | 14,654 | $90.4 萬 | 0.16% | +35+0.2% | 加碼 |
| Neuberger Berman Group LLC | 14,873 | $91.7 萬 | 0.00% | −51,477−77.6% | 減碼 |
| Van Eck Associates Corp | 14,899 | $91.9 萬 | 0.00% | +14,899 | 新進 |
| Public Sector Pension Investment Board | 15,509 | $95.6 萬 | 0.01% | +1,907+14.0% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 15,601 | $96.2 萬 | 0.05% | −612−3.8% | 減碼 |
| Draper Asset Management, LLC | 15,722 | $96.9 萬 | 1.25% | −2,551−14.0% | 減碼 |
| Independent Advisor Alliance | 15,766 | $97.2 萬 | 0.05% | +304+2.0% | 加碼 |
| Ethic Inc. | 15,967 | $98.5 萬 | 0.04% | +3,341+26.5% | 加碼 |
| SlateStone Wealth, LLC | 16,055 | $99.0 萬 | 0.21% | +16,055 | 新進 |
| Daiwa Securities Group Inc. | 16,261 | $100.3 萬 | 0.01% | +2,336+16.8% | 加碼 |
| Gsa Capital Partners LLP | 16,538 | $102.0 萬 | 0.10% | +10,461+172.1% | 加碼 |
| Creative Planning | 16,662 | $102.7 萬 | 0.00% | −2,196−11.6% | 減碼 |