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 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 | $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 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 |
|---|---|---|---|---|---|
| Andra AP-fonden | 31,600 | $206.6 萬 | 0.05% | +28,300+857.6% | 加碼 |
| Private Advisory Group LLC | 31,513 | $206.0 萬 | 0.41% | +27,321+651.7% | 加碼 |
| Amalgamated Bank | 31,409 | $205.3 萬 | 0.02% | −1,169−3.6% | 減碼 |
| Susquehanna International Group, LLP | 31,329 | $204.8 萬 | 0.00% | −346,049−91.7% | 減碼 |
| Cutler Group LP | 31,286 | $204.5 萬 | 0.48% | +27,534+733.8% | 加碼 |
| Soltis Investment Advisors LLC | 31,232 | $204.2 萬 | 0.24% | 00.0% | 不變 |
| Janus Henderson Group PLC | 31,114 | $203.4 萬 | 0.00% | −2,419−7.2% | 減碼 |
| Peconic Partners LLC | 30,000 | $196.1 萬 | 0.09% | +30,000 | 新進 |
| Truist Financial Corp | 28,284 | $184.9 萬 | 0.00% | −340−1.2% | 減碼 |
| Nissay Asset Management Corp | 27,925 | $182.5 萬 | 0.02% | +1,012+3.8% | 加碼 |
| CI Private Wealth, LLC | 27,397 | $179.1 萬 | 0.00% | −616−2.2% | 減碼 |
| Cetera Advisor Networks LLC | 27,389 | $179.0 萬 | 0.01% | −9,582−25.9% | 減碼 |
| Gulf International Bank (UK) Ltd | 27,305 | $178.4 萬 | 0.04% | −6,350−18.9% | 減碼 |
| Brighton Jones LLC | 26,456 | $172.9 萬 | 0.09% | +72+0.3% | 加碼 |
| Lyell Wealth Management, LP | 26,225 | $171.4 萬 | 0.22% | +5,998+29.7% | 加碼 |
| Allianz Asset Management GmbH | 26,104 | $170.6 萬 | 0.00% | −255,857−90.7% | 減碼 |
| Icapital Wealth LLC | 25,874 | $169.1 萬 | 1.06% | +8,540+49.3% | 加碼 |
| Y.D. More Investments Ltd | 24,841 | $162.4 萬 | 0.41% | +2,149+9.5% | 加碼 |
| British Columbia Investment Management Corp | 24,586 | $160.7 萬 | 0.02% | +1,776+7.8% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 25,000 | $160.2 萬 | 0.04% | 00.0% | 不變 |
| Clear Harbor Asset Management, LLC | 24,420 | $159.6 萬 | 0.16% | +605+2.5% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 24,355 | $159.2 萬 | 0.01% | −2,252−8.5% | 減碼 |
| Old Well Partners, LLC | 24,200 | $158.2 萬 | 1.43% | −1,500−5.8% | 減碼 |
| Highland Capital Management, LLC | 24,038 | $157.1 萬 | 0.10% | +4,942+25.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 23,802 | $155.6 萬 | 0.00% | −602−2.5% | 減碼 |
| Sepio Capital, LP | 23,693 | $154.9 萬 | 0.13% | +420+1.8% | 加碼 |
| Engineers Gate Manager LP | 23,651 | $154.6 萬 | 0.06% | +23,651 | 新進 |
| Park Avenue Securities LLC | 23,460 | $153.4 萬 | 0.02% | +2,058+9.6% | 加碼 |
| Rockefeller Capital Management L.P. | 25,086 | $153.0 萬 | 0.01% | −15,784−38.6% | 減碼 |
| Cubist Systematic Strategies, LLC | 23,391 | $152.9 萬 | 0.02% | −50,550−68.4% | 減碼 |
| Harbor Capital Advisors, Inc. | 23,360 | $152.7 萬 | 0.31% | −11,439−32.9% | 減碼 |
| Kestra Advisory Services, LLC | 23,019 | $150.5 萬 | 0.02% | +1,090+5.0% | 加碼 |
| Elo Mutual Pension Insurance Co | 22,509 | $147.1 萬 | 0.04% | +1,957+9.5% | 加碼 |
| Maryland State Retirement & Pension System | 22,367 | $146.2 萬 | 0.03% | 00.0% | 不變 |
| Profund Advisors LLC | 21,731 | $142.1 萬 | 0.08% | +1,538+7.6% | 加碼 |
| Raymond James & Associates | 21,493 | $140.5 萬 | 0.00% | −118,427−84.6% | 減碼 |
| Executive Wealth Management, LLC | 21,323 | $139.4 萬 | 0.14% | +21,323 | 新進 |
| D.A. Davidson & Co. | 21,119 | $138.1 萬 | 0.01% | −476−2.2% | 減碼 |
| Efg Capital International Corp. | 21,083 | $137.8 萬 | 0.32% | +21,083 | 新進 |
| EFG Asset Management (Americas) Corp. | 21,083 | $137.8 萬 | 0.32% | +21,083 | 新進 |
| Lake Street Advisors Group, LLC | 20,620 | $134.8 萬 | 0.07% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 20,613 | $134.7 萬 | 0.01% | −7,884−27.7% | 減碼 |
| Eagle Bay Advisors LLC | 20,476 | $133.9 萬 | 0.76% | +991+5.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,021 | $130.9 萬 | 0.02% | 00.0% | 不變 |
| JustInvest LLC | 19,497 | $127.5 萬 | 0.04% | −1,854−8.7% | 減碼 |
| Pier 88 Investment Partners LLC | 19,110 | $124.9 萬 | 0.31% | +16,380+600.0% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 18,790 | $122.8 萬 | 0.03% | −44,250−70.2% | 減碼 |
| Duality Advisers, LP | 18,613 | $121.7 萬 | 0.15% | +18,613 | 新進 |
| MetLife Investment Management | 17,673 | $115.5 萬 | 0.01% | +534+3.1% | 加碼 |
| Jackson Square Capital, LLC | 17,404 | $113.8 萬 | 0.46% | −49,983−74.2% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 17,029 | $111.3 萬 | 0.06% | +1,428+9.2% | 加碼 |
| Lazard Asset Management LLC | 16,987 | $111.0 萬 | 0.00% | −7,643−31.0% | 減碼 |
| Public Sector Pension Investment Board | 16,909 | $110.5 萬 | 0.01% | +1,400+9.0% | 加碼 |
| Nisa Investment Advisors, LLC | 16,500 | $107.9 萬 | 0.01% | −300−1.8% | 減碼 |
| Creative Planning | 16,475 | $107.7 萬 | 0.00% | −187−1.1% | 減碼 |
| Leonteq Securities AG | 16,391 | $107.1 萬 | 0.11% | −6,507−28.4% | 減碼 |
| Daiwa Securities Group Inc. | 16,252 | $106.2 萬 | 0.01% | −9−0.1% | 減碼 |
| SlateStone Wealth, LLC | 15,828 | $103.5 萬 | 0.19% | −227−1.4% | 減碼 |
| Cresset Asset Management, LLC | 15,389 | $100.6 萬 | 0.01% | +8,774+132.6% | 加碼 |
| Draper Asset Management, LLC | 15,201 | $99.4 萬 | 0.99% | −521−3.3% | 減碼 |
| Ropes Wealth Advisors LLC | 14,654 | $95.8 萬 | 0.16% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 14,650 | $95.8 萬 | 0.26% | +199+1.4% | 加碼 |
| Blue Barn Wealth, LLC | 14,614 | $95.5 萬 | 0.62% | 00.0% | 不變 |
| ARS Investment Partners, LLC | 14,587 | $95.4 萬 | 0.11% | 00.0% | 不變 |
| CIBC World Markets Inc. | 14,430 | $94.3 萬 | 0.00% | +864+6.4% | 加碼 |
| Codex Capital, L.L.C. | 14,400 | $94.1 萬 | 0.61% | −600−4.0% | 減碼 |
| Mackenzie Financial Corp | 14,265 | $93.9 萬 | 0.00% | +965+7.3% | 加碼 |
| Afg Fiduciary Services Limited Partnership | 14,076 | $93.7 萬 | 0.71% | −6,300−30.9% | 減碼 |
| MBM Wealth Consultants, LLC | 14,258 | $91.6 萬 | 0.39% | +2,055+16.8% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 13,984 | $91.4 萬 | 0.06% | +13,984 | 新進 |
| Verition Fund Management LLC | 13,880 | $90.7 萬 | 0.01% | +2,900+26.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 13,666 | $89.3 萬 | 0.09% | −15,008−52.3% | 減碼 |
| Lountzis Asset Management, LLC | 13,569 | $89.1 萬 | 0.49% | +13,569 | 新進 |
| Edgestream Partners, L.P. | 13,611 | $89.0 萬 | 0.08% | +13,611 | 新進 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 13,500 | $88.2 萬 | 0.77% | +1,000+8.0% | 加碼 |
| Aspiriant, LLC | 13,435 | $87.8 萬 | 0.04% | −7,478−35.8% | 減碼 |
| PEAK6 Investments LLC | 13,353 | $87.3 萬 | 0.07% | −13,831−50.9% | 減碼 |
| Ethic Inc. | 13,222 | $86.4 萬 | 0.03% | −2,745−17.2% | 減碼 |
| Prudential Financial Inc | 13,198 | $86.3 萬 | 0.00% | −4,170−24.0% | 減碼 |
| Wealthfront Advisers LLC | 13,034 | $85.2 萬 | 0.00% | +4,252+48.4% | 加碼 |
| V Wealth Advisors LLC | 12,992 | $84.9 萬 | 0.14% | +5,050+63.6% | 加碼 |
| Blueshift Asset Management, LLC | 12,952 | $84.7 萬 | 0.32% | +6,653+105.6% | 加碼 |
| Echo Street Capital Management LLC | 12,891 | $84.3 萬 | 0.01% | +7,988+162.9% | 加碼 |
| Grandview Asset Management LLC | 12,821 | $83.8 萬 | 0.82% | −40−0.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 12,558 | $82.1 萬 | 0.03% | +7,957+172.9% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 12,372 | $80.9 萬 | 0.00% | −9,152−42.5% | 減碼 |
| AustralianSuper Pty Ltd | 12,212 | $79.8 萬 | 0.01% | +12,212 | 新進 |
| Capital Advantage, Inc. | 12,125 | $79.4 萬 | 0.17% | +12,125 | 新進 |
| Edmond de Rothschild Holding S.A. | 12,114 | $79.2 萬 | 0.02% | −1,733−12.5% | 減碼 |
| Signaturefd, LLC | 12,017 | $78.6 萬 | 0.02% | −734−5.8% | 減碼 |
| Greenland Capital Management LP | 11,775 | $77.0 萬 | 0.11% | +11,775 | 新進 |
| Barings LLC | 11,669 | $76.3 萬 | 0.03% | +5,250+81.8% | 加碼 |
| Lido Advisors, LLC | 11,667 | $76.3 萬 | 0.01% | −129−1.1% | 減碼 |
| Geneos Wealth Management Inc. | 11,478 | $75.0 萬 | 0.04% | −159−1.4% | 減碼 |
| M&T Bank Corp | 11,452 | $74.9 萬 | 0.00% | +771+7.2% | 加碼 |
| Malaga Cove Capital, LLC | 11,457 | $74.9 萬 | 0.35% | +3,160+38.1% | 加碼 |
| AIA Group Ltd | 11,260 | $73.6 萬 | 0.04% | +5,465+94.3% | 加碼 |
| Thrivent Financial for Lutherans | 11,254 | $73.6 萬 | 0.00% | +4,901+77.1% | 加碼 |
| Avitas Wealth Management LLC | 11,162 | $73.0 萬 | 0.13% | −77−0.7% | 減碼 |
| Parkwood LLC | 11,106 | $72.6 萬 | 0.13% | +3,949+55.2% | 加碼 |