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 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 | $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 |
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 |
|---|---|---|---|---|---|
| ARK Investment Management LLC大師方舟投資 | 288,995 | $1,782 萬 | 0.12% | −5,967−2.0% | 減碼 |
| Whetstone Capital Advisors, LLC | 293,385 | $1,809 萬 | 11.66% | −7,397−2.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 300,714 | $1,854 萬 | 0.04% | +400+0.1% | 加碼 |
| Great West Life Assurance Co | 301,387 | $1,859 萬 | 0.05% | +25,347+9.2% | 加碼 |
| UBS Group AG | 305,057 | $1,881 萬 | 0.01% | +89,014+41.2% | 加碼 |
| New York State Common Retirement Fund | 318,784 | $1,966 萬 | 0.03% | −8,000−2.4% | 減碼 |
| Value Star Asset Management (Hong Kong) Ltd | 325,800 | $2,009 萬 | 7.86% | +325,800 | 新進 |
| Invesco Ltd. | 337,616 | $2,082 萬 | 0.01% | +155,106+85.0% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 340,564 | $2,100 萬 | 1.28% | +71,018+26.3% | 加碼 |
| Cota Capital Management, LLC | 341,688 | $2,107 萬 | 11.39% | −32,000−8.6% | 減碼 |
| Rhumbline Advisers | 343,161 | $2,116 萬 | 0.03% | +25,491+8.0% | 加碼 |
| Vontobel Holding Ltd. | 354,296 | $2,185 萬 | 0.20% | −20,294−5.4% | 減碼 |
| Susquehanna International Group, LLP | 377,378 | $2,327 萬 | 0.04% | +61,251+19.4% | 加碼 |
| Strategic Vision Investment Ltd | 380,483 | $2,346 萬 | 8.79% | +362,008+1,959.4% | 加碼 |
| National Pension Service | 443,156 | $2,611 萬 | 0.05% | −12,373−2.7% | 減碼 |
| California Public Employees Retirement System | 434,978 | $2,682 萬 | 0.02% | −87,849−16.8% | 減碼 |
| California State Teachers Retirement System | 437,345 | $2,697 萬 | 0.04% | +2,706+0.6% | 加碼 |
| La Financiere de L'Echiquier | 444,429 | $2,740 萬 | 1.44% | −142,571−24.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 475,851 | $2,934 萬 | 0.04% | +277,378+139.8% | 加碼 |
| Long Walk Management LP | 499,000 | $3,077 萬 | 27.46% | −31,000−5.8% | 減碼 |
| Citadel Advisors LLC | 504,541 | $3,111 萬 | 0.03% | +299,346+145.9% | 加碼 |
| Peregrine Capital Management LLC | 528,177 | $3,257 萬 | 0.94% | +3,791+0.7% | 加碼 |
| Bank of Montreal | 525,384 | $3,262 萬 | 0.02% | −324,521−38.2% | 減碼 |
| Ameriprise Financial Inc | 547,110 | $3,373 萬 | 0.01% | +23,644+4.5% | 加碼 |
| Balyasny Asset Management LLC | 581,787 | $3,587 萬 | 0.12% | +522,927+888.4% | 加碼 |
| Amundi | 792,114 | $4,566 萬 | 0.02% | −168,422−17.5% | 減碼 |
| Nuveen Asset Management, LLC | 788,887 | $4,864 萬 | 0.02% | −17,051−2.1% | 減碼 |
| Squarepoint Ops LLC | 817,548 | $5,041 萬 | 0.36% | +275,517+50.8% | 加碼 |
| Two Sigma Advisers, LP | 822,900 | $5,074 萬 | 0.13% | −228,900−21.8% | 減碼 |
| Nikko Asset Management Americas, Inc. | 884,406 | $5,336 萬 | 0.61% | +89,626+11.3% | 加碼 |
| Bamco Inc | 890,156 | $5,489 萬 | 0.16% | +49,971+5.9% | 加碼 |
| Bessemer Group Inc | 911,963 | $5,623 萬 | 0.13% | +21,136+2.4% | 加碼 |
| Goldman Sachs Group Inc | 945,454 | $5,830 萬 | 0.02% | −757,595−44.5% | 減碼 |
| Charles Schwab Investment Management Inc | 948,769 | $5,850 萬 | 0.02% | +20,290+2.2% | 加碼 |
| UBS Asset Management Americas Inc | 965,864 | $5,956 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 |
| Credit Suisse AG | 1,027,196 | $6,334 萬 | 0.07% | +85,184+9.0% | 加碼 |
| SW Investment Management LLC | 1,050,000 | $6,474 萬 | 26.14% | 00.0% | 不變 |
| ETF Managers Group, LLC | 1,077,208 | $6,642 萬 | 2.14% | −282,159−20.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,179,334 | $7,272 萬 | 0.18% | −51,463−4.2% | 減碼 |
| NEA Management Company, LLC | 1,249,215 | $7,703 萬 | 5.32% | −624,608−33.3% | 減碼 |
| American Century Companies Inc | 1,277,299 | $7,875 萬 | 0.06% | −103,603−7.5% | 減碼 |
| Alfreton Capital LLP | 1,300,000 | $8,016 萬 | 37.50% | 00.0% | 不變 |
| Royal Bank of Canada | 1,300,033 | $8,016 萬 | 0.02% | −207,301−13.8% | 減碼 |
| Bank of New York Mellon Corp | 1,313,543 | $8,099 萬 | 0.02% | −19,478−1.5% | 減碼 |
| Deutsche Bank AG | 1,335,824 | $8,237 萬 | 0.05% | +150,548+12.7% | 加碼 |
| Two Sigma Investments, LP | 1,344,914 | $8,293 萬 | 0.25% | +918,096+215.1% | 加碼 |
| Strategy Capital LLC | 1,353,330 | $8,345 萬 | 13.33% | −149,000−9.9% | 減碼 |
| Bank of America Corp | 1,353,855 | $8,348 萬 | 0.01% | +501,554+58.8% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 1,514,093 | $9,336 萬 | 13.13% | +97,448+6.9% | 加碼 |
| Lord, Abbett & Co. LLC | 1,548,915 | $9,551 萬 | 0.34% | +775,134+100.2% | 加碼 |
| Legal & General Group Plc | 1,559,862 | $9,618 萬 | 0.03% | −1,726,301−52.5% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,620,986 | $9,995 萬 | 0.07% | +86,934+5.7% | 加碼 |
| Northern Trust Corp | 1,708,128 | $1.05 億 | 0.02% | +21,223+1.3% | 加碼 |
| Polar Capital Holdings Plc | 1,790,076 | $1.10 億 | 0.81% | +434,520+32.1% | 加碼 |
| 1832 Asset Management L.P. | 1,888,400 | $1.16 億 | 0.24% | +1,433,500+315.1% | 加碼 |
| Marshall Wace, LLP | 2,209,854 | $1.36 億 | 0.34% | −434,255−16.4% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 2,762,609 | $1.70 億 | 2.82% | −294,398−9.6% | 減碼 |
| Norges Bank | 2,860,591 | $1.76 億 | 0.04% | +104,740+3.8% | 加碼 |
| Franklin Resources Inc | 3,147,439 | $1.94 億 | 0.10% | −187,695−5.6% | 減碼 |
| Geode Capital Management, LLC | 3,797,582 | $2.34 億 | 0.03% | +146,503+4.0% | 加碼 |
| Voya Investment Management LLC | 5,027,553 | $3.10 億 | 0.33% | +2,600,847+107.2% | 加碼 |
| First Trust Advisors LP | 5,223,457 | $3.22 億 | 0.37% | −1,127,236−17.7% | 減碼 |
| State Street Corp | 5,609,457 | $3.46 億 | 0.02% | +148,483+2.7% | 加碼 |
| Sands Capital Management, LLC | 14,663,001 | $9.04 億 | 2.98% | −791,121−5.1% | 減碼 |
| BlackRock Inc. | 15,711,162 | $9.69 億 | 0.03% | +314,422+2.0% | 加碼 |
| FMR LLC | 16,635,014 | $10.3 億 | 0.09% | +122,864+0.7% | 加碼 |
| Capital World Investors | 16,873,090 | $10.4 億 | 0.22% | +1,005,607+6.3% | 加碼 |
| Baillie Gifford & Co | 25,717,733 | $15.9 億 | 1.43% | −617,705−2.3% | 減碼 |
| Vanguard Group Inc | 26,314,705 | $16.2 億 | 0.04% | +431,221+1.7% | 加碼 |
| Morgan Stanley | 32,334,542 | $19.9 億 | 0.21% | +982,428+3.1% | 加碼 |
| Transamerica Financial Advisors, Inc. | 3 | – | – | 00.0% | 不變 |
| Millennium Management LLC | 0 | $0 | 0.00% | −695,732−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −322,370−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −268,284−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −257,361−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −131,400−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −75,622−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −73,729−100.0% | 清倉 |
| SQN Investors LP | 0 | $0 | 0.00% | −67,037−100.0% | 清倉 |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −59,748−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −44,955−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −40,602−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −39,547−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −39,477−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −31,216−100.0% | 清倉 |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −30,772−100.0% | 清倉 |
| BBR Partners, LLC | 0 | $0 | 0.00% | −26,028−100.0% | 清倉 |
| Cipher Capital LP | 0 | $0 | 0.00% | −23,868−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −22,413−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −21,913−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −17,244−100.0% | 清倉 |
| Crestline Management, LP | 0 | $0 | 0.00% | −16,583−100.0% | 清倉 |
| Allstate Corp | 0 | $0 | 0.00% | −12,991−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −11,400−100.0% | 清倉 |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −10,582−100.0% | 清倉 |
| CenterBook Partners LP | 0 | $0 | 0.00% | −9,734−100.0% | 清倉 |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −8,677−100.0% | 清倉 |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −8,192−100.0% | 清倉 |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −5,892−100.0% | 清倉 |