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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 41,334 | $239.8 萬 | 0.01% | +2,330+6.0% | 加碼 |
| Stifel Financial Corp | 38,842 | $239.5 萬 | 0.00% | −3,126−7.4% | 減碼 |
| MML Investors Services, LLC | 38,771 | $239.1 萬 | 0.02% | −1,929−4.7% | 減碼 |
| Xponance, Inc. | 38,510 | $237.5 萬 | 0.03% | +658+1.7% | 加碼 |
| Tiemann Investment Advisors, LLC | 37,641 | $232.1 萬 | 1.27% | −2,000−5.0% | 減碼 |
| SG Americas Securities, LLC | 37,544 | $231.5 萬 | 0.03% | +37,544 | 新進 |
| Gamco Investors, Inc. Et Al | 37,494 | $231.2 萬 | 0.02% | +1,901+5.3% | 加碼 |
| Cetera Advisor Networks LLC | 36,971 | $228.0 萬 | 0.02% | +18,787+103.3% | 加碼 |
| Candriam Luxembourg S.C.A. | 40,118 | $227.7 萬 | 0.02% | +11,482+40.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 36,629 | $225.9 萬 | 0.02% | −631−1.7% | 減碼 |
| Wolverine Trading, LLC | 37,480 | $220.8 萬 | 0.07% | +27,979+294.5% | 加碼 |
| CFM Wealth Partners LLC | 35,571 | $219.3 萬 | 0.61% | −42−0.1% | 減碼 |
| Hamilton Lane Advisors LLC | 34,822 | $214.7 萬 | 0.72% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 34,799 | $214.6 萬 | 0.62% | −2,970−7.9% | 減碼 |
| ABN AMRO Bank N.V. | 34,517 | $213.6 萬 | 0.05% | +34,517 | 新進 |
| Alps Advisors Inc | 34,430 | $212.3 萬 | 0.02% | −6,975−16.8% | 減碼 |
| Gulf International Bank (UK) Ltd | 33,655 | $207.5 萬 | 0.04% | −8,179−19.6% | 減碼 |
| Janus Henderson Group PLC | 33,533 | $206.7 萬 | 0.00% | +115+0.3% | 加碼 |
| D L Carlson Investment Group Inc | 32,816 | $202.3 萬 | 0.46% | +32,816 | 新進 |
| Amalgamated Bank | 32,578 | $200.9 萬 | 0.02% | +784+2.5% | 加碼 |
| Banque Cantonale Vaudoise | 32,299 | $199.2 萬 | 0.10% | −3,635−10.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 32,094 | $197.9 萬 | 0.01% | −9,703−23.2% | 減碼 |
| Aquatic Capital Management LLC | 31,300 | $193.0 萬 | 0.12% | +31,300 | 新進 |
| Soltis Investment Advisors LLC | 31,232 | $192.6 萬 | 0.24% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 29,657 | $182.9 萬 | 0.16% | +1,988+7.2% | 加碼 |
| Hampton Road Capital Management LP | 28,917 | $178.3 萬 | 0.53% | −298,228−91.2% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 28,674 | $176.8 萬 | 0.21% | +28,674 | 新進 |
| Truist Financial Corp | 28,624 | $176.5 萬 | 0.00% | −645−2.2% | 減碼 |
| Teacher Retirement System of Texas | 28,497 | $175.7 萬 | 0.01% | +646+2.3% | 加碼 |
| CI Private Wealth, LLC | 28,013 | $173.0 萬 | 0.00% | +4,195+17.6% | 加碼 |
| Fox Run Management, L.L.C. | 27,367 | $168.7 萬 | 0.55% | +27,367 | 新進 |
| PEAK6 Investments LLC | 27,184 | $167.6 萬 | 0.11% | +27,184 | 新進 |
| Nissay Asset Management Corp | 26,913 | $165.9 萬 | 0.01% | −831−3.0% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 26,607 | $164.1 萬 | 0.01% | +3,070+13.0% | 加碼 |
| Brighton Jones LLC | 26,384 | $162.7 萬 | 0.09% | +26,384 | 新進 |
| Old Well Partners, LLC | 25,700 | $158.5 萬 | 1.25% | +1,000+4.0% | 加碼 |
| Davis-Rea Ltd. | 25,150 | $155.1 萬 | 0.94% | −40,000−61.4% | 減碼 |
| Keystone Investors Pte Ltd | 25,099 | $154.8 萬 | 0.31% | +25,099 | 新進 |
| Lazard Asset Management LLC | 24,630 | $151.8 萬 | 0.00% | −21,574−46.7% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,404 | $150.5 萬 | 0.01% | −1,167−4.6% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 25,000 | $147.3 萬 | 0.03% | +4,000+19.0% | 加碼 |
| Clear Harbor Asset Management, LLC | 23,815 | $146.8 萬 | 0.15% | +195+0.8% | 加碼 |
| Sepio Capital, LP | 23,273 | $143.5 萬 | 0.13% | +1,888+8.8% | 加碼 |
| Leonteq Securities AG | 22,898 | $141.2 萬 | 0.13% | +2,008+9.6% | 加碼 |
| British Columbia Investment Management Corp | 22,810 | $140.6 萬 | 0.01% | +252+1.1% | 加碼 |
| Y.D. More Investments Ltd | 22,692 | $139.9 萬 | 0.34% | −6,003−20.9% | 減碼 |
| ClariVest Asset Management LLC | 22,626 | $139.6 萬 | 0.06% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 22,367 | $137.9 萬 | 0.03% | +859+4.0% | 加碼 |
| Kestra Advisory Services, LLC | 21,929 | $135.2 萬 | 0.01% | −10,651−32.7% | 減碼 |
| D.A. Davidson & Co. | 21,595 | $133.2 萬 | 0.01% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 21,524 | $132.7 萬 | 0.00% | +5,576+35.0% | 加碼 |
| Park Avenue Securities LLC | 21,402 | $132.0 萬 | 0.02% | −54−0.3% | 減碼 |
| JustInvest LLC | 21,351 | $131.7 萬 | 0.05% | +3,417+19.1% | 加碼 |
| Westpac Banking Corp | 21,045 | $129.8 萬 | 0.02% | +3,039+16.9% | 加碼 |
| Aspiriant, LLC | 20,913 | $128.9 萬 | 0.07% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 20,620 | $127.1 萬 | 0.08% | +292+1.4% | 加碼 |
| State of Alaska, Department of Revenue | 20,602 | $127.0 萬 | 0.02% | 00.0% | 不變 |
| Elo Mutual Pension Insurance Co | 20,552 | $126.7 萬 | 0.04% | +833+4.2% | 加碼 |
| Afg Fiduciary Services Limited Partnership | 20,376 | $125.6 萬 | 1.16% | +4,053+24.8% | 加碼 |
| Lyell Wealth Management, LP | 20,227 | $124.7 萬 | 0.17% | +1,606+8.6% | 加碼 |
| Profund Advisors LLC | 20,193 | $124.5 萬 | 0.08% | −4,397−17.9% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,021 | $123.4 萬 | 0.02% | +5,031+33.6% | 加碼 |
| Eagle Bay Advisors LLC | 19,485 | $120.1 萬 | 0.66% | −591−2.9% | 減碼 |
| Highland Capital Management, LLC | 19,096 | $117.7 萬 | 0.09% | −20,950−52.3% | 減碼 |
| Knuff & Co LLC | 17,816 | $109.9 萬 | 0.43% | +15,783+776.3% | 加碼 |
| Prudential Financial Inc | 17,368 | $107.1 萬 | 0.00% | +50.0% | 加碼 |
| Icapital Wealth LLC | 17,334 | $106.9 萬 | 0.73% | −2,734−13.6% | 減碼 |
| Harvest Investment Services, LLC | 17,257 | $106.4 萬 | 0.82% | +17,257 | 新進 |
| MetLife Investment Management | 17,139 | $105.7 萬 | 0.01% | +40+0.2% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 17,048 | $105.1 萬 | 0.02% | +17,048 | 新進 |
| Nisa Investment Advisors, LLC | 16,800 | $103.6 萬 | 0.01% | −4,600−21.5% | 減碼 |
| Creative Planning | 16,662 | $102.7 萬 | 0.00% | −2,196−11.6% | 減碼 |
| Gsa Capital Partners LLP | 16,538 | $102.0 萬 | 0.10% | +10,461+172.1% | 加碼 |
| Daiwa Securities Group Inc. | 16,261 | $100.3 萬 | 0.01% | +2,336+16.8% | 加碼 |
| SlateStone Wealth, LLC | 16,055 | $99.0 萬 | 0.21% | +16,055 | 新進 |
| Ethic Inc. | 15,967 | $98.5 萬 | 0.04% | +3,341+26.5% | 加碼 |
| Independent Advisor Alliance | 15,766 | $97.2 萬 | 0.05% | +304+2.0% | 加碼 |
| Draper Asset Management, LLC | 15,722 | $96.9 萬 | 1.25% | −2,551−14.0% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 15,601 | $96.2 萬 | 0.05% | −612−3.8% | 減碼 |
| Public Sector Pension Investment Board | 15,509 | $95.6 萬 | 0.01% | +1,907+14.0% | 加碼 |
| Van Eck Associates Corp | 14,899 | $91.9 萬 | 0.00% | +14,899 | 新進 |
| Neuberger Berman Group LLC | 14,873 | $91.7 萬 | 0.00% | −51,477−77.6% | 減碼 |
| Ropes Wealth Advisors LLC | 14,654 | $90.4 萬 | 0.16% | +35+0.2% | 加碼 |
| Blue Barn Wealth, LLC | 14,614 | $90.1 萬 | 0.56% | 00.0% | 不變 |
| ARS Investment Partners, LLC | 14,587 | $89.9 萬 | 0.11% | 00.0% | 不變 |
| Pearl River Capital, LLC | 14,483 | $89.3 萬 | 0.14% | +14,483 | 新進 |
| Global Wealth Management Investment Advisory, Inc. | 14,451 | $89.1 萬 | 0.27% | +451+3.2% | 加碼 |
| Edmond de Rothschild Holding S.A. | 13,847 | $85.4 萬 | 0.02% | −652−4.5% | 減碼 |
| CIBC World Markets Inc. | 13,566 | $83.6 萬 | 0.00% | +547+4.2% | 加碼 |
| Mackenzie Financial Corp | 13,300 | $82.0 萬 | 0.00% | +13,300 | 新進 |
| Boston Private Wealth LLC | 12,902 | $79.6 萬 | 0.01% | +2,571+24.9% | 加碼 |
| Grandview Asset Management LLC | 12,861 | $79.3 萬 | 0.47% | −1,562−10.8% | 減碼 |
| Nicholas Investment Partners, LP | 12,845 | $79.2 萬 | 0.06% | −29,233−69.5% | 減碼 |
| Signaturefd, LLC | 12,751 | $78.6 萬 | 0.02% | −336−2.6% | 減碼 |
| Pitcairn Co | 12,680 | $78.2 萬 | 0.07% | −211−1.6% | 減碼 |
| Codex Capital, L.L.C. | 15,000 | $77.5 萬 | 0.53% | 00.0% | 不變 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 12,500 | $77.1 萬 | 0.79% | 00.0% | 不變 |
| Lido Advisors, LLC | 11,796 | $72.7 萬 | 0.01% | +468+4.1% | 加碼 |
| LJI Wealth Management, LLC | 11,750 | $72.5 萬 | 0.23% | +1,180+11.2% | 加碼 |
| Mercer Global Advisors Inc | 11,660 | $71.9 萬 | 0.00% | +2,458+26.7% | 加碼 |