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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 11,637 | $71.8 萬 | 0.04% | +3,719+47.0% | 加碼 |
| Sigma Planning Corp | 11,591 | $71.5 萬 | 0.02% | +929+8.7% | 加碼 |
| Captrust Financial Advisors | 11,445 | $70.6 萬 | 0.00% | +1,068+10.3% | 加碼 |
| Avitas Wealth Management LLC | 11,239 | $69.3 萬 | 0.14% | −201−1.8% | 減碼 |
| Verition Fund Management LLC | 10,980 | $67.7 萬 | 0.01% | −13,837−55.8% | 減碼 |
| Financial Advisory Service, Inc. | 10,790 | $66.5 萬 | 0.07% | +1,310+13.8% | 加碼 |
| M&T Bank Corp | 10,681 | $65.9 萬 | 0.00% | +183+1.7% | 加碼 |
| Robeco Institutional Asset Management B.V. | 10,683 | $65.9 萬 | 0.00% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 10,670 | $65.8 萬 | 0.05% | +10,670 | 新進 |
| Western Financial Corp | 10,568 | $65.2 萬 | 0.46% | +10,568 | 新進 |
| Advisory Resource Group | 10,408 | $64.2 萬 | 0.18% | −803−7.2% | 減碼 |
| Ieq Capital, LLC | 10,344 | $63.8 萬 | 0.01% | −5,447−34.5% | 減碼 |
| Prime Capital Investment Advisors, LLC | 10,280 | $63.4 萬 | 0.03% | +10,280 | 新進 |
| Point72 Asset Management, L.P. | 10,250 | $63.2 萬 | 0.00% | +10,250 | 新進 |
| Vident Investment Advisory, LLC | 10,184 | $62.8 萬 | 0.02% | −11,648−53.4% | 減碼 |
| Guggenheim Capital LLC | 10,174 | $62.7 萬 | 0.01% | +3,469+51.7% | 加碼 |
| Steel Peak Wealth Management LLC | 10,000 | $61.7 萬 | 0.04% | 00.0% | 不變 |
| CIBC Asset Management Inc | 9,695 | $59.8 萬 | 0.00% | +159+1.7% | 加碼 |
| AtonRa Partners | 9,674 | $59.6 萬 | 0.87% | −10,258−51.5% | 減碼 |
| First Republic Investment Management, Inc. | 9,647 | $59.5 萬 | 0.00% | −1,583−14.1% | 減碼 |
| Moneta Group Investment Advisors LLC | 9,553 | $58.9 萬 | 0.01% | +9,553 | 新進 |
| Stock Yards Bank & Trust Co | 9,267 | $57.2 萬 | 0.02% | +50+0.5% | 加碼 |
| Parallax Volatility Advisers, L.P. | 9,047 | $55.8 萬 | 0.02% | −276,108−96.8% | 減碼 |
| Jefferies Financial Group Inc. | 8,981 | $55.4 萬 | 0.01% | −1,139−11.3% | 減碼 |
| Proequities, Inc. | 8,924 | $55.0 萬 | 0.04% | −875−8.9% | 減碼 |
| Wealthfront Advisers LLC | 8,782 | $54.1 萬 | 0.00% | −63−0.7% | 減碼 |
| Cetera Advisors LLC | 8,772 | $54.1 萬 | 0.01% | −3,391−27.9% | 減碼 |
| Parsons Capital Management Inc | 8,692 | $53.6 萬 | 0.04% | 00.0% | 不變 |
| Acadian Asset Management LLC | 8,686 | $53.3 萬 | 0.00% | +2,757+46.5% | 加碼 |
| Simplex Trading, LLC | 8,570 | $52.8 萬 | 0.02% | +8,570 | 新進 |
| MBM Wealth Consultants, LLC | 12,203 | $52.5 萬 | 0.22% | 00.0% | 不變 |
| Macquarie Group Ltd | 8,500 | $52.4 萬 | 0.00% | −153,328−94.7% | 減碼 |
| Malaga Cove Capital, LLC | 8,297 | $51.2 萬 | 0.25% | 00.0% | 不變 |
| Centiva Capital, LP | 8,169 | $50.4 萬 | 0.03% | +8,169 | 新進 |
| DC Investments Management, LLC | 8,118 | $50.1 萬 | 0.60% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 8,058 | $49.7 萬 | 0.01% | −4,527−36.0% | 減碼 |
| V Wealth Advisors LLC | 7,942 | $49.0 萬 | 0.09% | −3,450−30.3% | 減碼 |
| Corton Capital Inc. | 7,906 | $48.7 萬 | 0.34% | −2,498−24.0% | 減碼 |
| Exos TFP Holdings LLC | 7,848 | $48.4 萬 | 0.12% | +5,726+269.8% | 加碼 |
| Panagora Asset Management Inc | 7,800 | $48.1 萬 | 0.00% | −253−3.1% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 7,735 | $47.7 萬 | 0.18% | +225+3.0% | 加碼 |
| Oppenheimer & Co Inc | 7,512 | $46.3 萬 | 0.01% | −8,479−53.0% | 減碼 |
| Commerce Bank | 7,493 | $46.2 萬 | 0.00% | +3,056+68.9% | 加碼 |
| Atlas Brown,Inc. | 7,400 | $45.6 萬 | 0.21% | +450+6.5% | 加碼 |
| Arete Wealth Advisors, LLC | 7,393 | $45.6 萬 | 0.04% | +7,393 | 新進 |
| MAI Capital Management | 7,333 | $45.2 萬 | 0.01% | −333−4.3% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 7,219 | $44.5 萬 | 0.02% | −277−3.7% | 減碼 |
| Independent Financial Group, LLC | 7,200 | $44.4 萬 | 0.04% | +1,299+22.0% | 加碼 |
| Citizens Financial Group Inc | 7,156 | $44.1 萬 | 0.02% | −1,674−19.0% | 減碼 |
| Parkwood LLC | 7,157 | $44.1 萬 | 0.08% | −2,871−28.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 7,093 | $43.7 萬 | 0.00% | −6,554−48.0% | 減碼 |
| Simplify Asset Management Inc. | 7,036 | $43.4 萬 | 0.08% | +2,467+54.0% | 加碼 |
| Jump Financial, LLC | 7,008 | $43.2 萬 | 0.02% | −10,855−60.8% | 減碼 |
| MYDA Advisors LLC | 7,000 | $43.2 萬 | 0.18% | +7,000 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 6,968 | $43.0 萬 | 0.00% | +117+1.7% | 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 |
| Ci Investments Inc. | 6,822 | $42.1 萬 | 0.00% | +38+0.6% | 加碼 |
| Joel Isaacson & Co., LLC | 6,766 | $41.7 萬 | 0.03% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 6,718 | $41.4 萬 | 0.03% | +767+12.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 6,707 | $41.4 萬 | 0.00% | +46+0.7% | 加碼 |
| Vahanian & Associates Financial Planning Inc. | 6,705 | $41.3 萬 | 1.15% | +2,013+42.9% | 加碼 |
| Cresset Asset Management, LLC | 6,615 | $40.8 萬 | 0.01% | −50−0.8% | 減碼 |
| Integrated Wealth Concepts LLC | 6,509 | $40.1 萬 | 0.01% | +6,509 | 新進 |
| The PNC Financial Services Group, Inc. | 6,497 | $40.1 萬 | 0.00% | −712−9.9% | 減碼 |
| Sciencast Management LP | 8,219 | $39.8 萬 | 0.53% | +8,219 | 新進 |
| Barings LLC | 6,419 | $39.6 萬 | 0.01% | +6,419 | 新進 |
| Delphia (USA) Inc. | 6,407 | $39.5 萬 | 0.48% | −3,153−33.0% | 減碼 |
| Perpetual Ltd | 6,375 | $39.3 萬 | 0.00% | +6,375 | 新進 |
| Thrivent Financial for Lutherans | 6,353 | $39.2 萬 | 0.00% | −9,677−60.4% | 減碼 |
| Blueshift Asset Management, LLC | 6,299 | $38.8 萬 | 0.16% | −20,434−76.4% | 減碼 |
| Harbour Capital Advisors, LLC | 6,250 | $38.5 萬 | 0.12% | +130+2.1% | 加碼 |
| Zweig-DiMenna Associates LLC | 6,130 | $37.8 萬 | 0.05% | −470−7.1% | 減碼 |
| Sanders Morris Harris LLC | 6,100 | $37.6 萬 | 0.13% | +6,100 | 新進 |
| CWM Advisors, LLC | 6,062 | $37.4 萬 | 0.05% | −1,543−20.3% | 減碼 |
| Vestcor Inc | 6,039 | $37.2 萬 | 0.01% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 5,997 | $37.0 萬 | 0.01% | −19,784−76.7% | 減碼 |
| Change Path, LLC | 5,864 | $36.2 萬 | 0.02% | −115−1.9% | 減碼 |
| Veritable, L.P. | 5,832 | $36.0 萬 | 0.01% | +5,832 | 新進 |
| Belpointe Asset Management LLC | 5,829 | $35.9 萬 | 0.02% | +5,151+759.7% | 加碼 |
| AIA Group Ltd | 5,795 | $35.7 萬 | 0.02% | +5,795 | 新進 |
| Toroso Investments, LLC | 5,629 | $34.7 萬 | 0.01% | +5,629 | 新進 |
| Perigon Wealth Management, LLC | 5,579 | $34.4 萬 | 0.02% | −4,634−45.4% | 減碼 |
| Kovack Advisors, Inc. | 5,485 | $33.8 萬 | 0.05% | +190+3.6% | 加碼 |
| Archer Investment Corp | 5,870 | $33.7 萬 | 0.12% | +2,470+72.6% | 加碼 |
| Texas Treasury Safekeeping Trust Co | 5,284 | $32.6 萬 | 0.09% | +1,321+33.3% | 加碼 |
| Souders Financial Advisors | 5,248 | $32.4 萬 | 0.07% | −135−2.5% | 減碼 |
| Umb Bank N A | 5,243 | $32.3 萬 | 0.01% | −29−0.6% | 減碼 |
| Shell Asset Management Co | 5,228 | $32.2 萬 | 0.01% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 5,207 | $32.1 萬 | 0.00% | 00.0% | 不變 |
| Nwam LLC | 5,021 | $31.0 萬 | 0.03% | +225+4.7% | 加碼 |
| Gainplan LLC | 5,000 | $30.8 萬 | 0.20% | +5,000 | 新進 |
| Shay Capital LLC | 5,000 | $30.8 萬 | 0.13% | +5,000 | 新進 |
| Echo Street Capital Management LLC | 4,903 | $30.2 萬 | 0.00% | +4,903 | 新進 |
| Peak Asset Management, LLC | 4,824 | $29.7 萬 | 0.07% | +13+0.3% | 加碼 |
| SevenOneSeven Capital Management | 5,775 | $28.9 萬 | 0.65% | −1,101−16.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 4,601 | $28.4 萬 | 0.01% | +1,008+28.1% | 加碼 |
| Parnassus Investments | 4,596 | $28.3 萬 | 0.00% | +4,596 | 新進 |
| Balboa Wealth Partners | 4,560 | $28.1 萬 | 0.11% | −1,940−29.8% | 減碼 |
| CWM, LLC | 4,495 | $27.7 萬 | 0.00% | +669+17.5% | 加碼 |