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 |
|---|---|---|---|---|---|
| Point72 Middle East FZE | 162,826 | $1,004 萬 | 0.57% | +153,342+1,616.8% | 加碼 |
| Swedbank AB | 161,585 | $996.3 萬 | 0.02% | +150,300+1,331.9% | 加碼 |
| Hartline Investment Corp | 158,958 | $980.1 萬 | 1.96% | +17,395+12.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 152,986 | $943.3 萬 | 0.03% | −1,958−1.3% | 減碼 |
| Miura Global Management, LLC | 150,000 | $924.9 萬 | 5.38% | −100,000−40.0% | 減碼 |
| Man Group plc | – | $923.0 萬 | 0.03% | – | – |
| Public Employees Retirement System of Ohio | 140,629 | $867.1 萬 | 0.04% | −4,367−3.0% | 減碼 |
| Raymond James & Associates | 139,920 | $862.7 萬 | 0.01% | +7,992+6.1% | 加碼 |
| State of Wisconsin Investment Board | 135,818 | $837.5 萬 | 0.02% | +6,929+5.4% | 加碼 |
| Mizuho Markets Americas LLC | 132,625 | $817.8 萬 | 0.35% | +8,900+7.2% | 加碼 |
| Mizuho Markets Cayman LP | 132,625 | $817.8 萬 | 0.35% | +132,625 | 新進 |
| SEI Investments Co | 131,716 | $812.1 萬 | 0.02% | +5,786+4.6% | 加碼 |
| CTC LLC | 137,570 | $810.4 萬 | 0.26% | +137,570 | 新進 |
| Schroder Investment Management Group | 130,020 | $801.7 萬 | 0.01% | −5,759−4.2% | 減碼 |
| Forte Capital LLC | 129,814 | $800.4 萬 | 1.23% | +1,130+0.9% | 加碼 |
| Voloridge Investment Management, LLC | 127,159 | $784.1 萬 | 0.04% | −214,570−62.8% | 減碼 |
| Jane Street Group, LLC | 124,957 | $770.5 萬 | 0.01% | −150,350−54.6% | 減碼 |
| Treasurer of the State of North Carolina | 123,656 | $762.5 萬 | 0.04% | +880+0.7% | 加碼 |
| Citigroup Inc | 123,569 | $761.9 萬 | 0.01% | +18,231+17.3% | 加碼 |
| Zevenbergen Capital Investments LLC | 121,765 | $750.8 萬 | 0.20% | −69,130−36.2% | 減碼 |
| LGT Group Foundation | 118,914 | $733.2 萬 | 0.21% | +3,619+3.1% | 加碼 |
| Pictet Asset Management SA | 109,168 | $673.1 萬 | 0.01% | +18,751+20.7% | 加碼 |
| Hel Ved Capital Management Ltd | 108,530 | $669.2 萬 | 3.57% | +108,530 | 新進 |
| Victory Capital Management Inc | 107,969 | $665.7 萬 | 0.01% | −430−0.4% | 減碼 |
| Davy Global Fund Management Ltd | 107,216 | $661.1 萬 | 1.27% | +10,543+10.9% | 加碼 |
| Alliancebernstein L.P. | 105,181 | $648.5 萬 | 0.00% | −90,190−46.2% | 減碼 |
| Stanley-Laman Group, Ltd. | 100,308 | $618.5 萬 | 1.10% | −10,490−9.5% | 減碼 |
| Nwi Management LP | 100,000 | $616.6 萬 | 0.98% | 00.0% | 不變 |
| Liontrust Investment Partners LLP | 99,000 | $610.4 萬 | 0.09% | −58,000−36.9% | 減碼 |
| Royal London Asset Management Ltd | 98,638 | $608.2 萬 | 0.02% | +3,866+4.1% | 加碼 |
| Storebrand Asset Management AS | 98,405 | $606.8 萬 | 0.03% | −225−0.2% | 減碼 |
| Carnegie Capital Asset Management, LLC | 98,360 | $606.5 萬 | 0.24% | +27,920+39.6% | 加碼 |
| LPL Financial LLC | 97,779 | $602.9 萬 | 0.00% | +15,743+19.2% | 加碼 |
| Capital Fund Management S.A. | 95,916 | $591.4 萬 | 0.12% | +95,916 | 新進 |
| Exchange Traded Concepts, LLC | 93,415 | $576.0 萬 | 0.16% | −71,900−43.5% | 減碼 |
| Vestor Capital, LLC | 93,374 | $575.7 萬 | 0.68% | +58,355+166.6% | 加碼 |
| Mariner, LLC | 84,246 | $519.3 萬 | 0.02% | +54,187+180.3% | 加碼 |
| Sentinel Trust Co Lba | 83,818 | $516.8 萬 | 0.73% | 00.0% | 不變 |
| Jasper Ridge Partners, L.P. | 83,694 | $516.1 萬 | 0.25% | +1,761+2.1% | 加碼 |
| Handelsbanken Fonder AB | 83,679 | $516.0 萬 | 0.03% | +12,762+18.0% | 加碼 |
| Avalon Global Asset Management LLC | 80,000 | $493.3 萬 | 2.76% | +20,000+33.3% | 加碼 |
| Firsthand Capital Management, Inc. | 80,000 | $493.3 萬 | 5.36% | 00.0% | 不變 |
| Walleye Capital LLC | 79,743 | $491.7 萬 | 0.10% | +57,917+265.4% | 加碼 |
| Maytus Capital Management, LLC | 78,000 | $480.9 萬 | 3.10% | +41,000+110.8% | 加碼 |
| KBC Group NV | 77,666 | $478.9 萬 | 0.02% | +35,732+85.2% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 77,566 | $478.3 萬 | 1.12% | −17,500−18.4% | 減碼 |
| Russell Investments Group, Ltd. | 79,088 | $478.3 萬 | 0.01% | +6,910+9.6% | 加碼 |
| Raine Capital LLC | 75,000 | $462.4 萬 | 0.93% | +5,000+7.1% | 加碼 |
| Arizona State Retirement System | 74,489 | $459.3 萬 | 0.04% | +5,086+7.3% | 加碼 |
| Capital International Ltd | 74,336 | $458.4 萬 | 0.27% | +10,025+15.6% | 加碼 |
| Circle Wealth Management, LLC | 74,262 | $457.9 萬 | 0.66% | +4,238+6.1% | 加碼 |
| Cubist Systematic Strategies, LLC | 73,941 | $455.9 萬 | 0.04% | +3,976+5.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 73,766 | $454.8 萬 | 0.02% | −5,682−7.2% | 減碼 |
| Advisor Group Holdings, Inc. | 73,895 | $454.4 萬 | 0.01% | −4,344−5.6% | 減碼 |
| Toronto Dominion Bank | 71,301 | $439.4 萬 | 0.01% | −3,443−4.6% | 減碼 |
| Kames Capital plc | 70,332 | $433.5 萬 | 0.08% | 00.0% | 不變 |
| Jackson Square Capital, LLC | 67,387 | $415.5 萬 | 1.86% | +37,879+128.4% | 加碼 |
| US Bancorp | 65,712 | $405.2 萬 | 0.01% | +2,296+3.6% | 加碼 |
| Prudential PLC | 64,877 | $400.0 萬 | 0.05% | +186+0.3% | 加碼 |
| Tudor Investment Corp Et Al | 63,892 | $394.0 萬 | 0.07% | +29,256+84.5% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 63,040 | $388.7 萬 | 0.10% | 00.0% | 不變 |
| Capital International Sarl | 62,576 | $385.8 萬 | 0.19% | +12,936+26.1% | 加碼 |
| O'Neil Global Advisors, Inc. | 62,310 | $384.2 萬 | 1.98% | +62,310 | 新進 |
| Korea Investment CORP | 61,421 | $378.7 萬 | 0.01% | −6,500−9.6% | 減碼 |
| Nomura Asset Management Co Ltd | 60,880 | $375.4 萬 | 0.02% | +4,000+7.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 59,716 | $368.2 萬 | 0.02% | +5,232+9.6% | 加碼 |
| Ambassador Advisors, LLC | 73,361 | $367.0 萬 | 0.83% | +15,598+27.0% | 加碼 |
| Jacob Asset Management of New York LLC | 59,165 | $364.8 萬 | 4.25% | +7,813+15.2% | 加碼 |
| Titleist Asset Management, LLC | 57,043 | $351.7 萬 | 0.74% | +57,043 | 新進 |
| Utah Retirement Systems | 56,968 | $351.3 萬 | 0.05% | +8,806+18.3% | 加碼 |
| Swiss Life Asset Management Ltd | 56,150 | $346.1 萬 | 0.05% | +49,715+772.6% | 加碼 |
| ExodusPoint Capital Management, LP | 55,990 | $345.2 萬 | 0.04% | +46,731+504.7% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 55,628 | $343.0 萬 | 0.05% | +2,400+4.5% | 加碼 |
| Taylor Frigon Capital Management LLC | 55,321 | $341.1 萬 | 1.86% | +17,400+45.9% | 加碼 |
| Tredje AP-fonden | 54,330 | $335.0 萬 | 0.05% | +54,330 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 53,495 | $330.8 萬 | 0.04% | +34,286+178.5% | 加碼 |
| Commonwealth Equity Services, LLC | 53,519 | $329.9 萬 | 0.01% | +6,861+14.7% | 加碼 |
| Forsta Ap-Fonden | 53,300 | $328.6 萬 | 0.04% | −9,500−15.1% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 53,087 | $327.3 萬 | 0.02% | +1,631+3.2% | 加碼 |
| USS Investment Management Ltd | 51,387 | $316.7 萬 | 0.04% | +5,732+12.6% | 加碼 |
| TD Asset Management Inc | 51,262 | $316.1 萬 | 0.00% | −811−1.6% | 減碼 |
| Standard Life Aberdeen plc | 50,393 | $310.7 萬 | 0.01% | +23,564+87.8% | 加碼 |
| AE Wealth Management LLC | 49,956 | $308.0 萬 | 0.02% | −1,763−3.4% | 減碼 |
| RMB Capital Management, LLC | 49,630 | $306.0 萬 | 0.11% | +24,777+99.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 49,424 | $304.7 萬 | 0.01% | +2,048+4.3% | 加碼 |
| Blair William & Co | 47,777 | $294.6 萬 | 0.01% | −1,433−2.9% | 減碼 |
| HighTower Advisors, LLC | 47,540 | $292.4 萬 | 0.01% | +4,809+11.3% | 加碼 |
| SWS Partners | 45,758 | $282.1 萬 | 1.05% | +3,481+8.2% | 加碼 |
| DnB Asset Management AS | 45,089 | $278.0 萬 | 0.02% | −4,368−8.8% | 減碼 |
| Nordea Investment Management AB | 45,712 | $272.7 萬 | 0.00% | −5,256−10.3% | 減碼 |
| Achmea Investment Management B.V. | 43,843 | $270.3 萬 | 0.08% | −4,271−8.9% | 減碼 |
| Cetera Investment Advisers | 43,041 | $265.4 萬 | 0.02% | +396+0.9% | 加碼 |
| Rafferty Asset Management, LLC | 42,896 | $264.5 萬 | 0.02% | +10,480+32.3% | 加碼 |
| IFM Investors Pty Ltd | 42,599 | $262.7 萬 | 0.04% | +789+1.9% | 加碼 |
| Evercore Wealth Management, LLC | 42,500 | $262.1 萬 | 0.05% | −1,000−2.3% | 減碼 |
| Intech Investment Management LLC | 41,776 | $257.6 萬 | 0.02% | −8,997−17.7% | 減碼 |
| Rockefeller Capital Management L.P. | 40,870 | $251.8 萬 | 0.01% | +5,699+16.2% | 加碼 |
| TownSquare Capital, LLC | 40,833 | $251.8 萬 | 0.06% | −54−0.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 40,275 | $248.3 萬 | 0.00% | −217,820−84.4% | 減碼 |
| Capital International Inc | 39,608 | $244.2 萬 | 0.05% | +8,257+26.3% | 加碼 |