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 1,272 家機構在 13F 申報持有，市值合計 $785.1 億；方舟投資、橡樹資本等 3 位大師持有。
2023 年第 2 季 13F 持有人
Cloudflare, Inc. 在 2023/6/30 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
- 587
- 較 2023 年第 1 季 −9 家
- 持有股數
- 2.92 億
- 較 2023 年第 1 季 −7,233 萬 (−19.9%)
- 總市值
- $206.0 億
- 較 2023 年第 1 季 +$8.17 億 (+4.1%)
- 新進機構
- 69
- 另有 194 家加碼
- 清倉機構
- 78
- 另有 210 家減碼
另有 2 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 | 1,272 | $785.1 億 |
| 2026 年第 1 季 | 1,160 | $585.1 億 |
| 2025 年第 4 季 | 1,107 | $564.0 億 |
| 2025 年第 3 季 | 1,056 | $629.9 億 |
| 2025 年第 2 季 | 968 | $561.7 億 |
| 2025 年第 1 季 | 891 | $316.0 億 |
| 2024 年第 4 季 | 795 | $296.8 億 |
| 2024 年第 3 季 | 706 | $219.8 億 |
| 2024 年第 2 季 | 680 | $224.0 億 |
| 2024 年第 1 季 | 730 | $308.8 億 |
| 2023 年第 4 季 | 701 | $244.1 億 |
| 2023 年第 3 季 | 603 | $214.8 億 |
| 2023 年第 2 季 | 587 | $206.0 億 |
| 2023 年第 1 季 | 598 | $198.5 億 |
| 2022 年第 4 季 | 573 | $119.0 億 |
| 2022 年第 3 季 | 588 | $141.4 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 6,659 | $35.4 億 | 1.98% | −48−0.7% | 減碼 |
| Morgan Stanley | 32,119,491 | $21.0 億 | 0.21% | −215,051−0.7% | 減碼 |
| Baillie Gifford & Co | 31,505,621 | $20.6 億 | 1.75% | +5,787,888+22.5% | 加碼 |
| Vanguard Group Inc | 27,022,912 | $17.7 億 | 0.04% | +708,207+2.7% | 加碼 |
| Capital World Investors | 26,433,363 | $17.3 億 | 0.33% | +9,560,273+56.7% | 加碼 |
| BlackRock Inc. | 15,844,248 | $10.4 億 | 0.03% | +133,086+0.8% | 加碼 |
| FMR LLC | 13,216,358 | $8.78 億 | 0.07% | −20,053,670−60.3% | 減碼 |
| Sands Capital Management, LLC | 11,404,544 | $7.46 億 | 2.31% | −3,258,457−22.2% | 減碼 |
| Voya Investment Management LLC | 6,457,694 | $5.90 億 | 0.61% | +1,430,141+28.4% | 加碼 |
| State Street Corp | 5,654,459 | $3.96 億 | 0.02% | +45,002+0.8% | 加碼 |
| First Trust Advisors LP | 5,272,538 | $3.45 億 | 0.39% | +49,081+0.9% | 加碼 |
| Geode Capital Management, LLC | 3,953,754 | $2.58 億 | 0.03% | +156,172+4.1% | 加碼 |
| Franklin Resources Inc | 2,492,521 | $2.31 億 | 0.11% | −654,918−20.8% | 減碼 |
| Legal & General Group Plc | 3,268,312 | $2.14 億 | 0.07% | +1,708,450+109.5% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 2,763,015 | $1.81 億 | 2.47% | +4060.0% | 加碼 |
| Norges Bank | 2,021,800 | $1.32 億 | 0.03% | −838,791−29.3% | 減碼 |
| JPMorgan Chase & Co | 1,966,513 | $1.29 億 | 0.01% | +1,713,469+677.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,721,228 | $1.13 億 | 0.09% | +100,242+6.2% | 加碼 |
| Northern Trust Corp | 1,682,294 | $1.10 億 | 0.02% | −25,834−1.5% | 減碼 |
| Optimus Prime Fund Management Co., Ltd. | 1,514,093 | $9,898 萬 | 13.81% | 00.0% | 不變 |
| Ameriprise Financial Inc | 1,491,501 | $9,750 萬 | 0.03% | +944,391+172.6% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | – | $9,683 萬 | 2.10% | – | – |
| Royal Bank of Canada | 1,464,475 | $9,573 萬 | 0.03% | +164,442+12.6% | 加碼 |
| Strategy Capital LLC | 1,438,734 | $9,405 萬 | 13.00% | +85,404+6.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,379,797 | $9,020 萬 | 0.21% | +200,463+17.0% | 加碼 |
| Bank of New York Mellon Corp | 2,200,517 | $8,578 萬 | 0.02% | −13,026−0.6% | 減碼 |
| Deutsche Bank AG | 1,286,607 | $8,411 萬 | 0.04% | −49,217−3.7% | 減碼 |
| Two Sigma Investments, LP | 1,280,201 | $8,369 萬 | 0.22% | −64,713−4.8% | 減碼 |
| Lazard Asset Management LLC | 16,987 | $8,320 萬 | 0.10% | −7,643−31.0% | 減碼 |
| American Century Companies Inc | 1,215,716 | $7,947 萬 | 0.06% | −61,583−4.8% | 減碼 |
| Credit Suisse AG | 1,124,790 | $7,719 萬 | 0.08% | +97,594+9.5% | 加碼 |
| Bank of America Corp | 973,048 | $6,927 萬 | 0.01% | −380,807−28.1% | 減碼 |
| Nikko Asset Management Americas, Inc. | 1,043,128 | $6,818 萬 | 0.72% | +158,722+17.9% | 加碼 |
| Swiss National Bank | 984,600 | $6,436 萬 | 0.04% | −32,300−3.2% | 減碼 |
| UBS Asset Management Americas Inc | 965,864 | $6,431 萬 | 0.03% | 00.0% | 不變 |
| Amundi | 848,220 | $6,430 萬 | 0.03% | +56,106+7.1% | 加碼 |
| Two Sigma Advisers, LP | 976,600 | $6,384 萬 | 0.16% | +153,700+18.7% | 加碼 |
| Charles Schwab Investment Management Inc | 972,165 | $6,355 萬 | 0.02% | +23,396+2.5% | 加碼 |
| Alfreton Capital LLP | 950,000 | $6,210 萬 | 29.23% | −350,000−26.9% | 減碼 |
| Bamco Inc | 932,443 | $6,095 萬 | 0.17% | +42,287+4.8% | 加碼 |
| Bessemer Group Inc | 930,438 | $6,082 萬 | 0.13% | +18,475+2.0% | 加碼 |
| Polar Capital Holdings Plc | 857,287 | $5,604 萬 | 0.38% | −932,789−52.1% | 減碼 |
| Linden Advisors LP | – | $5,367 萬 | 0.56% | – | 新進 |
| Calamos Advisors LLC | – | $5,122 萬 | 0.26% | – | – |
| Nuveen Asset Management, LLC | 780,793 | $5,104 萬 | 0.02% | −8,094−1.0% | 減碼 |
| Goldman Sachs Group Inc | 764,511 | $4,998 萬 | 0.01% | −180,943−19.1% | 減碼 |
| Steelhead Partners LLC | – | $4,757 萬 | 3.01% | – | – |
| SW Investment Management LLC | 700,000 | $4,576 萬 | 16.95% | −350,000−33.3% | 減碼 |
| Davidson Kempner Capital Management LP | – | $4,327 萬 | 0.91% | – | 新進 |
| Millennium Management LLC | 8,448 | $3,796 萬 | 0.04% | +8,448 | 新進 |
| Peregrine Capital Management LLC | 579,359 | $3,787 萬 | 1.03% | +51,182+9.7% | 加碼 |
| Advent Capital Management | – | $3,506 萬 | 0.70% | – | – |
| Verition Fund Management LLC | 13,880 | $3,505 萬 | 0.55% | +2,900+26.4% | 加碼 |
| Aviva PLC | 158,548 | $3,074 萬 | 0.13% | −47,461−23.0% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 467,970 | $3,059 萬 | 0.09% | +461,002+6,616.0% | 加碼 |
| Bank of Montreal | 448,454 | $3,048 萬 | 0.01% | −76,930−14.6% | 減碼 |
| Ensign Peak Advisors, Inc | 464,825 | $3,039 萬 | 0.06% | +293,814+171.8% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 455,867 | $2,980 萬 | 2.03% | +115,303+33.9% | 加碼 |
| California State Teachers Retirement System | 444,650 | $2,907 萬 | 0.04% | +7,305+1.7% | 加碼 |
| Lord, Abbett & Co. LLC | 16,671,000 | $2,829 萬 | 0.05% | −48,298,830−74.3% | 減碼 |
| National Pension Service | 438,342 | $2,809 萬 | 0.05% | −4,814−1.1% | 減碼 |
| California Public Employees Retirement System | 419,339 | $2,741 萬 | 0.02% | −15,639−3.6% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 418,351 | $2,735 萬 | 0.18% | +129,356+44.8% | 加碼 |
| Wolverine Asset Management LLC | 92,499 | $2,718 萬 | 0.51% | +92,499 | 新進 |
| La Financiere de L'Echiquier | 414,000 | $2,706 萬 | 1.35% | −30,429−6.8% | 減碼 |
| Squarepoint Ops LLC | 411,863 | $2,692 萬 | 0.15% | −405,685−49.6% | 減碼 |
| New York State Common Retirement Fund | 5,766,194 | $2,568 萬 | 0.03% | +3,410+0.1% | 加碼 |
| Rhumbline Advisers | 391,989 | $2,562 萬 | 0.03% | +48,828+14.2% | 加碼 |
| Value Star Asset Management (Hong Kong) Ltd | 352,800 | $2,306 萬 | 6.81% | +27,000+8.3% | 加碼 |
| Barclays PLC | 239,285 | $2,291 萬 | 0.01% | +5,214+2.2% | 加碼 |
| Vontobel Holding Ltd. | 345,402 | $2,258 萬 | 0.20% | −8,894−2.5% | 減碼 |
| Whetstone Capital Advisors, LLC | 345,389 | $2,258 萬 | 12.60% | +52,004+17.7% | 加碼 |
| Cota Capital Management, LLC | 341,688 | $2,234 萬 | 11.20% | 00.0% | 不變 |
| Invesco Ltd. | 202,274 | $2,133 萬 | 0.01% | −135,342−40.1% | 減碼 |
| Great West Life Assurance Co | 323,108 | $2,118 萬 | 0.05% | +21,721+7.2% | 加碼 |
| Long Walk Management LP | 315,000 | $2,059 萬 | 15.23% | −184,000−36.9% | 減碼 |
| Envestnet Asset Management Inc | 313,119 | $2,047 萬 | 0.01% | +34,641+12.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 299,483 | $1,958 萬 | 0.04% | +11,600+4.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 298,944 | $1,954 萬 | 0.04% | −1,770−0.6% | 減碼 |
| BNP Paribas Arbitrage, SA | – | $1,921 萬 | 0.04% | – | – |
| NZS Capital, LLC | 267,586 | $1,749 萬 | 0.88% | −5,775−2.1% | 減碼 |
| Sona Asset Management (US) LLC | – | $1,735 萬 | 4.05% | – | – |
| Ssi Investment Management LLC | – | $1,697 萬 | 1.19% | – | – |
| Dimensional Fund Advisors LP | 258,430 | $1,689 萬 | 0.01% | +42,243+19.5% | 加碼 |
| Privium Fund Management B.V. | 260,000 | $1,666 萬 | 4.80% | −2,435−0.9% | 減碼 |
| Alberta Investment Management Corp | 243,257 | $1,590 萬 | 0.15% | 00.0% | 不變 |
| Clear Street LLC | 233,000 | $1,523 萬 | 0.36% | +233,000 | 新進 |
| Atika Capital Management LLC | 231,000 | $1,510 萬 | 1.90% | +65,500+39.6% | 加碼 |
| Hartline Investment Corp | 229,783 | $1,502 萬 | 2.56% | +70,825+44.6% | 加碼 |
| Wells Fargo & Company | 212,108 | $1,430 萬 | 0.00% | −30,949−12.7% | 減碼 |
| APG Asset Management N.V. | 237,577 | $1,424 萬 | 0.03% | +6,416+2.8% | 加碼 |
| Asset Management One Co.,Ltd. | 209,123 | $1,367 萬 | 0.06% | −769−0.4% | 減碼 |
| Readystate Asset Management LP | – | $1,280 萬 | 1.27% | – | – |
| Allen Investment Management LLC | 195,490 | $1,278 萬 | 0.19% | 00.0% | 不變 |
| Laurion Capital Management LP | 192,708 | $1,260 萬 | 0.54% | −75,497−28.1% | 減碼 |
| KBC Group NV | 190,904 | $1,248 萬 | 0.05% | +113,238+145.8% | 加碼 |
| RPG Investment Advisory, LLC | 190,311 | $1,244 萬 | 2.15% | −1,364−0.7% | 減碼 |
| Toronto Dominion Bank | 4,369,450 | $1,214 萬 | 0.01% | +679,149+18.4% | 加碼 |
| Berkshire Capital Holdings Inc | 183,600 | $1,200 萬 | 4.95% | −68,130−27.1% | 減碼 |
| GAM Holding AG | 178,306 | $1,166 萬 | 0.80% | −74,820−29.6% | 減碼 |