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 |
|---|---|---|---|---|---|
| Carnegie Capital Asset Management, LLC | 129,290 | $845.2 萬 | 0.31% | +30,930+31.4% | 加碼 |
| Treasurer of the State of North Carolina | 129,271 | $845.0 萬 | 0.04% | +5,615+4.5% | 加碼 |
| Miura Global Management, LLC | 125,000 | $817.1 萬 | 4.73% | −25,000−16.7% | 減碼 |
| LGT Group Foundation | 119,663 | $782.2 萬 | 0.19% | +749+0.6% | 加碼 |
| Citigroup Inc | 113,016 | $738.8 萬 | 0.01% | −10,553−8.5% | 減碼 |
| SEI Investments Co | 112,678 | $736.6 萬 | 0.01% | −19,038−14.5% | 減碼 |
| LPL Financial LLC | 108,704 | $710.6 萬 | 0.01% | +10,925+11.2% | 加碼 |
| Victory Capital Management Inc | 106,797 | $698.1 萬 | 0.01% | −1,172−1.1% | 減碼 |
| Royal London Asset Management Ltd | 104,820 | $685.3 萬 | 0.02% | +6,182+6.3% | 加碼 |
| Fred Alger Management, LLC | 104,252 | $681.5 萬 | 0.03% | +104,252 | 新進 |
| Exchange Traded Concepts, LLC | 101,834 | $665.7 萬 | 0.16% | +8,419+9.0% | 加碼 |
| Storebrand Asset Management AS | 101,186 | $661.5 萬 | 0.03% | +2,781+2.8% | 加碼 |
| Nwi Management LP | 100,000 | $653.7 萬 | 1.86% | 00.0% | 不變 |
| Stanley-Laman Group, Ltd. | 99,707 | $651.8 萬 | 1.08% | −601−0.6% | 減碼 |
| Handelsbanken Fonder AB | 93,656 | $612.2 萬 | 0.03% | +9,977+11.9% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 92,657 | $610.0 萬 | 0.08% | +39,162+73.2% | 加碼 |
| Wolverine Asset Management LLC | 92,499 | $604.7 萬 | 0.11% | +92,499 | 新進 |
| Nomura Holdings Inc | 89,361 | $584.2 萬 | 0.06% | +89,361 | 新進 |
| Balyasny Asset Management LLC | 86,264 | $563.9 萬 | 0.02% | −495,523−85.2% | 減碼 |
| Davy Global Fund Management Ltd | 85,661 | $560.0 萬 | 1.06% | −21,555−20.1% | 減碼 |
| Pinebridge Investments, L.P. | 84,501 | $552.4 萬 | 0.06% | +84,501 | 新進 |
| Sentinel Trust Co Lba | 83,818 | $547.9 萬 | 0.75% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 83,707 | $547.2 萬 | 0.02% | +9,941+13.5% | 加碼 |
| Jasper Ridge Partners, L.P. | 83,694 | $547.1 萬 | 0.28% | 00.0% | 不變 |
| Mariner, LLC | 82,792 | $541.2 萬 | 0.01% | −1,454−1.7% | 減碼 |
| Harber Asset Management LLC | 82,200 | $537.3 萬 | 1.43% | −89,617−52.2% | 減碼 |
| Capital International Ltd | 80,711 | $527.6 萬 | 0.30% | +6,375+8.6% | 加碼 |
| Firsthand Capital Management, Inc. | 80,000 | $523.0 萬 | 6.28% | 00.0% | 不變 |
| Principal Financial Group Inc | 77,604 | $507.3 萬 | 0.00% | −166,495−68.2% | 減碼 |
| Mizuho Markets Americas LLC | 74,625 | $487.8 萬 | 0.36% | −58,000−43.7% | 減碼 |
| Arizona State Retirement System | 74,402 | $486.4 萬 | 0.04% | −87−0.1% | 減碼 |
| Capital International Sarl | 73,655 | $481.5 萬 | 0.22% | +11,079+17.7% | 加碼 |
| Schroder Investment Management Group | 73,648 | $481.4 萬 | 0.01% | −56,372−43.4% | 減碼 |
| Avalon Global Asset Management LLC | 70,400 | $460.2 萬 | 2.24% | −9,600−12.0% | 減碼 |
| Kames Capital plc | 70,332 | $459.7 萬 | 0.07% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 69,514 | $454.5 萬 | 0.07% | +13,364+23.8% | 加碼 |
| Russell Investments Group, Ltd. | 69,561 | $449.6 萬 | 0.01% | −9,527−12.0% | 減碼 |
| Ambassador Advisors, LLC | 68,585 | $436.3 萬 | 1.01% | −4,776−6.5% | 減碼 |
| Nomura Asset Management Co Ltd | 66,180 | $432.6 萬 | 0.02% | +5,300+8.7% | 加碼 |
| Toronto Dominion Bank | 65,725 | $429.3 萬 | 0.01% | −5,576−7.8% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 63,428 | $414.6 萬 | 0.05% | +7,800+14.0% | 加碼 |
| Advisor Group Holdings, Inc. | 62,870 | $411.0 萬 | 0.01% | −11,025−14.9% | 減碼 |
| Prudential PLC | 62,823 | $410.7 萬 | 0.05% | −2,054−3.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 62,644 | $409.5 萬 | 0.02% | +2,928+4.9% | 加碼 |
| Natixis | 60,302 | $394.2 萬 | 0.03% | +60,302 | 新進 |
| Circle Wealth Management, LLC | 58,714 | $383.8 萬 | 0.51% | −15,548−20.9% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 57,883 | $378.4 萬 | 0.02% | +4,796+9.0% | 加碼 |
| US Bancorp | 57,139 | $373.5 萬 | 0.01% | −8,573−13.0% | 減碼 |
| Forsta Ap-Fonden | 57,100 | $373.3 萬 | 0.04% | +3,800+7.1% | 加碼 |
| Titleist Asset Management, LLC | 56,797 | $371.3 萬 | 0.73% | −246−0.4% | 減碼 |
| Jacob Asset Management of New York LLC | 56,346 | $368.3 萬 | 4.15% | −2,819−4.8% | 減碼 |
| Utah Retirement Systems | 56,068 | $366.5 萬 | 0.05% | −900−1.6% | 減碼 |
| TD Asset Management Inc | 55,135 | $360.4 萬 | 0.00% | +3,873+7.6% | 加碼 |
| Taylor Frigon Capital Management LLC | 54,278 | $354.8 萬 | 1.73% | −1,043−1.9% | 減碼 |
| D L Carlson Investment Group Inc | 53,574 | $350.2 萬 | 0.67% | +20,758+63.3% | 加碼 |
| IFM Investors Pty Ltd | 53,399 | $349.1 萬 | 0.05% | +10,800+25.4% | 加碼 |
| USS Investment Management Ltd | 53,373 | $348.9 萬 | 0.04% | +1,986+3.9% | 加碼 |
| Mercer Global Advisors Inc | 53,229 | $348.0 萬 | 0.01% | +41,569+356.5% | 加碼 |
| Achmea Investment Management B.V. | 53,223 | $347.9 萬 | 0.07% | +9,380+21.4% | 加碼 |
| RMB Capital Management, LLC | 52,406 | $342.6 萬 | 0.11% | +2,776+5.6% | 加碼 |
| Commonwealth Equity Services, LLC | 52,236 | $341.5 萬 | 0.01% | −1,283−2.4% | 減碼 |
| HighTower Advisors, LLC | 51,837 | $339.3 萬 | 0.01% | +4,297+9.0% | 加碼 |
| Hampton Road Capital Management LP | 51,522 | $336.8 萬 | 0.78% | +22,605+78.2% | 加碼 |
| DnB Asset Management AS | 49,564 | $324.0 萬 | 0.02% | +4,475+9.9% | 加碼 |
| AE Wealth Management LLC | 49,554 | $323.9 萬 | 0.02% | −402−0.8% | 減碼 |
| SWS Partners | 49,628 | $323.7 萬 | 1.17% | +3,870+8.5% | 加碼 |
| Citadel Advisors LLC | 49,477 | $323.4 萬 | 0.00% | −455,064−90.2% | 減碼 |
| Standard Life Aberdeen plc | 49,451 | $323.3 萬 | 0.01% | −942−1.9% | 減碼 |
| Tredje AP-fonden | 49,207 | $321.7 萬 | 0.05% | −5,123−9.4% | 減碼 |
| Capital International Inc | 49,145 | $321.3 萬 | 0.06% | +9,537+24.1% | 加碼 |
| Intech Investment Management LLC | 48,984 | $320.2 萬 | 0.03% | +7,208+17.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 47,178 | $309.5 萬 | 0.01% | +5,844+14.1% | 加碼 |
| Blair William & Co | 44,936 | $293.7 萬 | 0.01% | −2,841−5.9% | 減碼 |
| MML Investors Services, LLC | 44,918 | $293.6 萬 | 0.02% | +6,147+15.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 44,752 | $292.5 萬 | 0.03% | +8,123+22.2% | 加碼 |
| Cetera Investment Advisers | 43,089 | $281.7 萬 | 0.02% | +48+0.1% | 加碼 |
| TownSquare Capital, LLC | 42,946 | $280.7 萬 | 0.05% | +2,113+5.2% | 加碼 |
| Independent Advisor Alliance | 42,608 | $278.5 萬 | 0.12% | +26,842+170.3% | 加碼 |
| Maytus Capital Management, LLC | 42,500 | $277.8 萬 | 1.37% | −35,500−45.5% | 減碼 |
| Evercore Wealth Management, LLC | 42,500 | $277.8 萬 | 0.05% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 40,864 | $267.1 萬 | 0.02% | +746+1.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 40,807 | $266.8 萬 | 0.01% | −8,617−17.4% | 減碼 |
| Xponance, Inc. | 40,460 | $264.5 萬 | 0.04% | +1,950+5.1% | 加碼 |
| Royal Fund Management, LLC | 40,200 | $262.8 萬 | 0.37% | +40,200 | 新進 |
| Nordea Investment Management AB | 39,589 | $261.0 萬 | 0.00% | −6,123−13.4% | 減碼 |
| Rafferty Asset Management, LLC | 38,344 | $250.7 萬 | 0.01% | −4,552−10.6% | 減碼 |
| Korea Investment CORP | 38,233 | $249.9 萬 | 0.01% | −23,188−37.8% | 減碼 |
| EFG Asset Management (North America) Corp. | 38,020 | $248.6 萬 | 0.53% | +38,020 | 新進 |
| Stifel Financial Corp | 37,795 | $247.1 萬 | 0.00% | −1,047−2.7% | 減碼 |
| Banque Cantonale Vaudoise | 36,935 | $241.4 萬 | 0.11% | +4,636+14.4% | 加碼 |
| Tudor Investment Corp Et Al | 36,524 | $238.8 萬 | 0.04% | −27,368−42.8% | 減碼 |
| Tiemann Investment Advisors, LLC | 35,641 | $233.0 萬 | 1.19% | −2,000−5.3% | 減碼 |
| CFM Wealth Partners LLC | 35,318 | $230.9 萬 | 0.56% | −253−0.7% | 減碼 |
| Aquatic Capital Management LLC | 34,200 | $223.6 萬 | 0.12% | +2,900+9.3% | 加碼 |
| Alps Advisors Inc | 34,145 | $223.2 萬 | 0.02% | −285−0.8% | 減碼 |
| Seven Eight Capital, LP | 33,214 | $217.1 萬 | 0.36% | +33,214 | 新進 |
| Wolverine Trading, LLC | 32,874 | $210.7 萬 | 0.03% | −4,606−12.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 32,094 | $209.8 萬 | 0.01% | 00.0% | 不變 |
| Jupiter Asset Management Ltd | 32,070 | $209.6 萬 | 0.02% | +32,070 | 新進 |
| Liontrust Investment Partners LLP | 32,000 | $209.2 萬 | 0.03% | −67,000−67.7% | 減碼 |