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 $749.7 億；方舟投資和索羅斯基金管理兩位大師持有。
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
- 560
- 較 2023 年第 1 季 −10 家
- 持有股數
- 2.45 億
- 較 2023 年第 1 季 +204.2 萬 (+0.8%)
- 總市值
- $160.4 億
- 較 2023 年第 1 季 +$10.3 億 (+6.9%)
- 新進機構
- 67
- 另有 194 家加碼
- 清倉機構
- 77
- 另有 202 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 | 1,228 | $749.7 億 |
| 2026 年第 1 季 | 1,139 | $570.6 億 |
| 2025 年第 4 季 | 1,091 | $548.7 億 |
| 2025 年第 3 季 | 1,039 | $614.2 億 |
| 2025 年第 2 季 | 947 | $545.8 億 |
| 2025 年第 1 季 | 872 | $300.5 億 |
| 2024 年第 4 季 | 772 | $284.3 億 |
| 2024 年第 3 季 | 680 | $207.5 億 |
| 2024 年第 2 季 | 652 | $211.9 億 |
| 2024 年第 1 季 | 709 | $296.4 億 |
| 2023 年第 4 季 | 678 | $232.8 億 |
| 2023 年第 3 季 | 573 | $158.1 億 |
| 2023 年第 2 季 | 560 | $160.4 億 |
| 2023 年第 1 季 | 572 | $162.0 億 |
| 2022 年第 4 季 | 550 | $109.7 億 |
| 2022 年第 3 季 | 563 | $128.6 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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 52,406 | $342.6 萬 | 0.11% | +2,776+5.6% | 加碼 |
| Achmea Investment Management B.V. | 53,223 | $347.9 萬 | 0.07% | +9,380+21.4% | 加碼 |
| Mercer Global Advisors Inc | 53,229 | $348.0 萬 | 0.01% | +41,569+356.5% | 加碼 |
| USS Investment Management Ltd | 53,373 | $348.9 萬 | 0.04% | +1,986+3.9% | 加碼 |
| IFM Investors Pty Ltd | 53,399 | $349.1 萬 | 0.05% | +10,800+25.4% | 加碼 |
| D L Carlson Investment Group Inc | 53,574 | $350.2 萬 | 0.67% | +20,758+63.3% | 加碼 |
| Taylor Frigon Capital Management LLC | 54,278 | $354.8 萬 | 1.73% | −1,043−1.9% | 減碼 |
| TD Asset Management Inc | 55,135 | $360.4 萬 | 0.00% | +3,873+7.6% | 加碼 |
| Utah Retirement Systems | 56,068 | $366.5 萬 | 0.05% | −900−1.6% | 減碼 |
| Jacob Asset Management of New York LLC | 56,346 | $368.3 萬 | 4.15% | −2,819−4.8% | 減碼 |
| Titleist Asset Management, LLC | 56,797 | $371.3 萬 | 0.73% | −246−0.4% | 減碼 |
| Forsta Ap-Fonden | 57,100 | $373.3 萬 | 0.04% | +3,800+7.1% | 加碼 |
| US Bancorp | 57,139 | $373.5 萬 | 0.01% | −8,573−13.0% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 57,883 | $378.4 萬 | 0.02% | +4,796+9.0% | 加碼 |
| Circle Wealth Management, LLC | 58,714 | $383.8 萬 | 0.51% | −15,548−20.9% | 減碼 |
| Natixis | 60,302 | $394.2 萬 | 0.03% | +60,302 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 62,644 | $409.5 萬 | 0.02% | +2,928+4.9% | 加碼 |
| Prudential PLC | 62,823 | $410.7 萬 | 0.05% | −2,054−3.2% | 減碼 |
| Advisor Group Holdings, Inc. | 62,870 | $411.0 萬 | 0.01% | −11,025−14.9% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 63,428 | $414.6 萬 | 0.05% | +7,800+14.0% | 加碼 |
| Toronto Dominion Bank | 65,725 | $429.3 萬 | 0.01% | −5,576−7.8% | 減碼 |
| Nomura Asset Management Co Ltd | 66,180 | $432.6 萬 | 0.02% | +5,300+8.7% | 加碼 |
| Ambassador Advisors, LLC | 68,585 | $436.3 萬 | 1.01% | −4,776−6.5% | 減碼 |
| Russell Investments Group, Ltd. | 69,561 | $449.6 萬 | 0.01% | −9,527−12.0% | 減碼 |
| Swiss Life Asset Management Ltd | 69,514 | $454.5 萬 | 0.07% | +13,364+23.8% | 加碼 |
| Kames Capital plc | 70,332 | $459.7 萬 | 0.07% | 00.0% | 不變 |
| Avalon Global Asset Management LLC | 70,400 | $460.2 萬 | 2.24% | −9,600−12.0% | 減碼 |
| Schroder Investment Management Group | 73,648 | $481.4 萬 | 0.01% | −56,372−43.4% | 減碼 |
| Capital International Sarl | 73,655 | $481.5 萬 | 0.22% | +11,079+17.7% | 加碼 |
| Arizona State Retirement System | 74,402 | $486.4 萬 | 0.04% | −87−0.1% | 減碼 |
| Mizuho Markets Americas LLC | 74,625 | $487.8 萬 | 0.36% | −58,000−43.7% | 減碼 |
| Principal Financial Group Inc | 77,604 | $507.3 萬 | 0.00% | −166,495−68.2% | 減碼 |
| Firsthand Capital Management, Inc. | 80,000 | $523.0 萬 | 6.28% | 00.0% | 不變 |
| Capital International Ltd | 80,711 | $527.6 萬 | 0.30% | +6,375+8.6% | 加碼 |
| Harber Asset Management LLC | 82,200 | $537.3 萬 | 1.43% | −89,617−52.2% | 減碼 |
| Mariner, LLC | 82,792 | $541.2 萬 | 0.01% | −1,454−1.7% | 減碼 |
| Jasper Ridge Partners, L.P. | 83,694 | $547.1 萬 | 0.28% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 83,707 | $547.2 萬 | 0.02% | +9,941+13.5% | 加碼 |
| Sentinel Trust Co Lba | 83,818 | $547.9 萬 | 0.75% | 00.0% | 不變 |
| Pinebridge Investments, L.P. | 84,501 | $552.4 萬 | 0.06% | +84,501 | 新進 |
| Davy Global Fund Management Ltd | 85,661 | $560.0 萬 | 1.06% | −21,555−20.1% | 減碼 |
| Balyasny Asset Management LLC | 86,264 | $563.9 萬 | 0.02% | −495,523−85.2% | 減碼 |
| Nomura Holdings Inc | 89,361 | $584.2 萬 | 0.06% | +89,361 | 新進 |
| Wolverine Asset Management LLC | 92,499 | $604.7 萬 | 0.11% | +92,499 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 92,657 | $610.0 萬 | 0.08% | +39,162+73.2% | 加碼 |
| Handelsbanken Fonder AB | 93,656 | $612.2 萬 | 0.03% | +9,977+11.9% | 加碼 |
| Stanley-Laman Group, Ltd. | 99,707 | $651.8 萬 | 1.08% | −601−0.6% | 減碼 |
| Nwi Management LP | 100,000 | $653.7 萬 | 1.86% | 00.0% | 不變 |
| Storebrand Asset Management AS | 101,186 | $661.5 萬 | 0.03% | +2,781+2.8% | 加碼 |
| Exchange Traded Concepts, LLC | 101,834 | $665.7 萬 | 0.16% | +8,419+9.0% | 加碼 |
| Fred Alger Management, LLC | 104,252 | $681.5 萬 | 0.03% | +104,252 | 新進 |
| Royal London Asset Management Ltd | 104,820 | $685.3 萬 | 0.02% | +6,182+6.3% | 加碼 |
| Victory Capital Management Inc | 106,797 | $698.1 萬 | 0.01% | −1,172−1.1% | 減碼 |
| LPL Financial LLC | 108,704 | $710.6 萬 | 0.01% | +10,925+11.2% | 加碼 |
| SEI Investments Co | 112,678 | $736.6 萬 | 0.01% | −19,038−14.5% | 減碼 |
| Citigroup Inc | 113,016 | $738.8 萬 | 0.01% | −10,553−8.5% | 減碼 |
| LGT Group Foundation | 119,663 | $782.2 萬 | 0.19% | +749+0.6% | 加碼 |
| Miura Global Management, LLC | 125,000 | $817.1 萬 | 4.73% | −25,000−16.7% | 減碼 |
| Treasurer of the State of North Carolina | 129,271 | $845.0 萬 | 0.04% | +5,615+4.5% | 加碼 |
| Carnegie Capital Asset Management, LLC | 129,290 | $845.2 萬 | 0.31% | +30,930+31.4% | 加碼 |
| Public Employees Retirement System of Ohio | 130,179 | $851.0 萬 | 0.03% | −10,450−7.4% | 減碼 |
| Twinbeech Capital LP | 132,454 | $865.9 萬 | 0.17% | +132,454 | 新進 |
| Forte Capital LLC | 136,795 | $894.2 萬 | 1.29% | +6,981+5.4% | 加碼 |
| HSBC Holdings PLC | 137,707 | $905.4 萬 | 0.01% | −64,007−31.7% | 減碼 |
| State of Wisconsin Investment Board | 141,970 | $928.1 萬 | 0.03% | +6,152+4.5% | 加碼 |
| Quadrature Capital Ltd | 142,859 | $933.9 萬 | 0.20% | +142,859 | 新進 |
| Pictet Asset Management SA | 144,033 | $941.5 萬 | 0.01% | +34,865+31.9% | 加碼 |
| Parallax Volatility Advisers, L.P. | 144,057 | $941.7 萬 | 0.32% | +135,010+1,492.3% | 加碼 |
| Swedbank AB | 148,885 | $973.3 萬 | 0.02% | −12,700−7.9% | 減碼 |
| Man Group plc | 156,907 | $1,026 萬 | 0.03% | – | – |
| Alliancebernstein L.P. | 158,310 | $1,035 萬 | 0.00% | +53,129+50.5% | 加碼 |
| Aviva PLC | 158,548 | $1,036 萬 | 0.04% | −47,461−23.0% | 減碼 |
| Jane Street Group, LLC | 160,664 | $1,050 萬 | 0.01% | +35,707+28.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 162,285 | $1,061 萬 | 0.04% | +9,299+6.1% | 加碼 |
| 12 West Capital Management LP | 165,000 | $1,079 萬 | 0.93% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 168,426 | $1,101 萬 | 0.00% | +3,739+2.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 176,228 | $1,152 萬 | 0.11% | +9,000+5.4% | 加碼 |
| UBS Group AG | 177,977 | $1,163 萬 | 0.01% | −127,080−41.7% | 減碼 |
| GAM Holding AG | 178,306 | $1,166 萬 | 0.80% | −74,820−29.6% | 減碼 |
| Berkshire Capital Holdings Inc | 183,600 | $1,200 萬 | 4.95% | −68,130−27.1% | 減碼 |
| RPG Investment Advisory, LLC | 190,311 | $1,244 萬 | 2.15% | −1,364−0.7% | 減碼 |
| KBC Group NV | 190,904 | $1,248 萬 | 0.05% | +113,238+145.8% | 加碼 |
| Laurion Capital Management LP | 192,708 | $1,260 萬 | 0.54% | −75,497−28.1% | 減碼 |
| Allen Investment Management LLC | 195,490 | $1,278 萬 | 0.19% | 00.0% | 不變 |
| Invesco Ltd. | 202,274 | $1,322 萬 | 0.00% | −135,342−40.1% | 減碼 |
| Asset Management One Co.,Ltd. | 209,123 | $1,367 萬 | 0.06% | −769−0.4% | 減碼 |
| Wells Fargo & Company | 212,108 | $1,387 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 |
| Hartline Investment Corp | 229,783 | $1,502 萬 | 2.56% | +70,825+44.6% | 加碼 |
| Atika Capital Management LLC | 231,000 | $1,510 萬 | 1.90% | +65,500+39.6% | 加碼 |
| Clear Street LLC | 233,000 | $1,523 萬 | 0.36% | +233,000 | 新進 |
| Barclays PLC | 239,285 | $1,564 萬 | 0.01% | +5,214+2.2% | 加碼 |
| Alberta Investment Management Corp | 243,257 | $1,590 萬 | 0.15% | 00.0% | 不變 |
| Privium Fund Management B.V. | 260,000 | $1,666 萬 | 4.80% | −2,435−0.9% | 減碼 |
| Dimensional Fund Advisors LP | 258,430 | $1,689 萬 | 0.01% | +42,243+19.5% | 加碼 |
| NZS Capital, LLC | 267,586 | $1,749 萬 | 0.88% | −5,775−2.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 298,944 | $1,954 萬 | 0.04% | −1,770−0.6% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 299,483 | $1,958 萬 | 0.04% | +11,600+4.0% | 加碼 |
| Envestnet Asset Management Inc | 313,119 | $2,047 萬 | 0.01% | +34,641+12.4% | 加碼 |
| Long Walk Management LP | 315,000 | $2,059 萬 | 15.23% | −184,000−36.9% | 減碼 |