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 3 季 13F 持有人
Cloudflare, Inc. 在 2023/9/30 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
- 603
- 較 2023 年第 2 季 +22 家
- 持有股數
- 3.02 億
- 較 2023 年第 2 季 +1,015 萬 (+3.5%)
- 總市值
- $214.8 億
- 較 2023 年第 2 季 +$8.99 億 (+4.4%)
- 新進機構
- 77
- 另有 199 家加碼
- 清倉機構
- 55
- 另有 199 家減碼
另有 6 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 13,108 | $46.6 億 | 2.71% | +6,449+96.8% | 加碼 |
| Morgan Stanley | 31,651,509 | $20.0 億 | 0.20% | −467,982−1.5% | 減碼 |
| Baillie Gifford & Co | 31,058,224 | $19.6 億 | 1.79% | −447,397−1.4% | 減碼 |
| Vanguard Group Inc | 27,418,275 | $17.3 億 | 0.04% | +395,363+1.5% | 加碼 |
| Capital World Investors | 27,056,648 | $17.1 億 | 0.34% | +623,285+2.4% | 加碼 |
| BlackRock Inc. | 15,825,603 | $10.1 億 | 0.03% | −18,645−0.1% | 減碼 |
| FMR LLC | 14,076,411 | $9.02 億 | 0.08% | +860,053+6.5% | 加碼 |
| Sands Capital Management, LLC | 11,007,391 | $6.94 億 | 2.36% | −397,153−3.5% | 減碼 |
| Voya Investment Management LLC | 6,518,042 | $5.55 億 | 0.61% | +60,348+0.9% | 加碼 |
| State Street Corp | 5,750,413 | $3.91 億 | 0.02% | +95,954+1.7% | 加碼 |
| First Trust Advisors LP | 6,123,839 | $3.86 億 | 0.46% | +851,301+16.1% | 加碼 |
| Geode Capital Management, LLC | 4,068,275 | $2.56 億 | 0.03% | +114,521+2.9% | 加碼 |
| Franklin Resources Inc | 2,551,908 | $2.29 億 | 0.12% | +59,387+2.4% | 加碼 |
| Legal & General Group Plc | 3,205,313 | $2.02 億 | 0.07% | −62,999−1.9% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 2,683,159 | $1.69 億 | 2.57% | −79,856−2.9% | 減碼 |
| Citadel Advisors LLC | 2,645,279 | $1.67 億 | 0.18% | +2,595,802+5,246.5% | 加碼 |
| Norges Bank | 2,110,689 | $1.33 億 | 0.03% | +88,889+4.4% | 加碼 |
| JPMorgan Chase & Co | 1,757,210 | $1.11 億 | 0.01% | −209,303−10.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,736,212 | $1.09 億 | 0.09% | +14,984+0.9% | 加碼 |
| Northern Trust Corp | 1,733,639 | $1.09 億 | 0.02% | +51,345+3.1% | 加碼 |
| Two Sigma Investments, LP | 1,686,121 | $1.06 億 | 0.30% | +405,920+31.7% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | – | $9,242 萬 | 1.89% | – | – |
| Strategy Capital LLC | 1,435,382 | $9,049 萬 | 12.62% | −3,352−0.2% | 減碼 |
| Linden Advisors LP | – | $8,944 萬 | 0.92% | – | – |
| Lazard Asset Management LLC | 16,979 | $8,840 萬 | 0.12% | −80.0% | 減碼 |
| Royal Bank of Canada | 1,385,148 | $8,732 萬 | 0.03% | −79,327−5.4% | 減碼 |
| Deutsche Bank AG | 1,352,203 | $8,524 萬 | 0.06% | +65,596+5.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,348,213 | $8,499 萬 | 0.21% | −31,584−2.3% | 減碼 |
| 1832 Asset Management L.P. | 1,318,700 | $8,313 萬 | 0.17% | +1,318,700 | 新進 |
| Goldman Sachs Group Inc | 1,305,354 | $8,229 萬 | 0.02% | +540,843+70.7% | 加碼 |
| Two Sigma Advisers, LP | 1,305,200 | $8,228 萬 | 0.21% | +328,600+33.6% | 加碼 |
| Bank of New York Mellon Corp | 2,179,113 | $8,140 萬 | 0.02% | −21,404−1.0% | 減碼 |
| UBS Asset Management Americas Inc | 1,154,778 | $7,670 萬 | 0.03% | +188,914+19.6% | 加碼 |
| American Century Companies Inc | 1,214,747 | $7,658 萬 | 0.06% | −969−0.1% | 減碼 |
| Credit Suisse AG | 1,088,755 | $7,230 萬 | 0.07% | −36,035−3.2% | 減碼 |
| Nikko Asset Management Americas, Inc. | 1,061,401 | $6,690 萬 | 0.80% | +18,273+1.8% | 加碼 |
| Charles Schwab Investment Management Inc | 983,507 | $6,200 萬 | 0.02% | +11,342+1.2% | 加碼 |
| Bank of America Corp | 949,019 | $5,984 萬 | 0.01% | −24,029−2.5% | 減碼 |
| Bamco Inc | 939,529 | $5,923 萬 | 0.17% | +7,086+0.8% | 加碼 |
| Bessemer Group Inc | 935,631 | $5,898 萬 | 0.13% | +5,193+0.6% | 加碼 |
| Alfreton Capital LLP | 920,000 | $5,800 萬 | 27.53% | −30,000−3.2% | 減碼 |
| Swiss National Bank | 884,700 | $5,577 萬 | 0.04% | −99,900−10.1% | 減碼 |
| Optimus Prime Fund Management Co., Ltd. | 860,000 | $5,421 萬 | 7.29% | −654,093−43.2% | 減碼 |
| Calamos Advisors LLC | – | $5,135 萬 | 0.28% | – | – |
| Nuveen Asset Management, LLC | 778,081 | $4,905 萬 | 0.02% | −2,712−0.3% | 減碼 |
| Steelhead Partners LLC | – | $4,768 萬 | 2.79% | – | – |
| Millennium Management LLC | 126,207 | $4,542 萬 | 0.05% | +117,759+1,393.9% | 加碼 |
| Price T Rowe Associates Inc | 714,730 | $4,506 萬 | 0.01% | +546,304+324.4% | 加碼 |
| Amundi | 597,814 | $4,502 萬 | 0.02% | −250,406−29.5% | 減碼 |
| Davidson Kempner Capital Management LP | – | $4,250 萬 | 0.65% | – | – |
| Ameriprise Financial Inc | 603,273 | $3,803 萬 | 0.01% | −888,228−59.6% | 減碼 |
| Peregrine Capital Management LLC | 579,086 | $3,651 萬 | 1.09% | −2730.0% | 減碼 |
| Verition Fund Management LLC | 13,880 | $3,507 萬 | 0.47% | 00.0% | 不變 |
| SW Investment Management LLC | 550,000 | $3,467 萬 | 15.42% | −150,000−21.4% | 減碼 |
| California Public Employees Retirement System | 523,856 | $3,302 萬 | 0.03% | +104,517+24.9% | 加碼 |
| Bank of Montreal | 522,492 | $3,284 萬 | 0.01% | +74,038+16.5% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 517,968 | $3,265 萬 | 2.46% | +62,101+13.6% | 加碼 |
| Invesco Ltd. | 373,949 | $3,170 萬 | 0.01% | +171,675+84.9% | 加碼 |
| Wolverine Asset Management LLC | 88,297 | $3,106 萬 | 0.57% | −4,202−4.5% | 減碼 |
| Voloridge Investment Management, LLC | 480,868 | $3,031 萬 | 0.15% | +480,868 | 新進 |
| Aviva PLC | 139,572 | $2,919 萬 | 0.12% | −18,976−12.0% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 445,059 | $2,806 萬 | 0.08% | −22,911−4.9% | 減碼 |
| Barclays PLC | 295,389 | $2,778 萬 | 0.02% | +56,104+23.4% | 加碼 |
| Alliancebernstein L.P. | 431,329 | $2,719 萬 | 0.01% | +273,019+172.5% | 加碼 |
| Readystate Asset Management LP | 145,592 | $2,713 萬 | 2.26% | – | – |
| ARK Investment Management LLC大師方舟投資 | 429,609 | $2,708 萬 | 0.21% | +11,258+2.7% | 加碼 |
| Lord, Abbett & Co. LLC | 15,775,000 | $2,682 萬 | 0.05% | −896,000−5.4% | 減碼 |
| California State Teachers Retirement System | 422,646 | $2,664 萬 | 0.04% | −22,004−4.9% | 減碼 |
| Advent Capital Management | – | $2,571 萬 | 0.60% | – | – |
| National Pension Service | 439,829 | $2,493 萬 | 0.04% | +1,487+0.3% | 加碼 |
| Rhumbline Advisers | 391,103 | $2,466 萬 | 0.03% | −886−0.2% | 減碼 |
| La Financiere de L'Echiquier | 390,000 | $2,459 萬 | 1.27% | −24,000−5.8% | 減碼 |
| Value Star Asset Management (Hong Kong) Ltd | 352,800 | $2,224 萬 | 7.84% | 00.0% | 不變 |
| Woodline Partners LP | 344,626 | $2,173 萬 | 0.25% | +344,626 | 新進 |
| Great West Life Assurance Co | 344,517 | $2,172 萬 | 0.05% | +21,409+6.6% | 加碼 |
| Cota Capital Management, LLC | 341,688 | $2,154 萬 | 10.81% | 00.0% | 不變 |
| New York State Common Retirement Fund | 5,004,414 | $2,144 萬 | 0.03% | −761,780−13.2% | 減碼 |
| Vontobel Holding Ltd. | 337,362 | $2,127 萬 | 0.20% | −8,040−2.3% | 減碼 |
| Whetstone Capital Advisors, LLC | 325,422 | $2,052 萬 | 11.35% | −19,967−5.8% | 減碼 |
| Ensign Peak Advisors, Inc | 314,094 | $1,980 萬 | 0.04% | −150,731−32.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 299,384 | $1,887 萬 | 0.04% | +440+0.1% | 加碼 |
| BNP Paribas Arbitrage, SA | – | $1,852 萬 | 0.04% | – | – |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 267,139 | $1,684 萬 | 0.03% | −32,344−10.8% | 減碼 |
| NZS Capital, LLC | 264,481 | $1,667 萬 | 0.90% | −3,105−1.2% | 減碼 |
| Dimensional Fund Advisors LP | 264,157 | $1,665 萬 | 0.01% | +5,727+2.2% | 加碼 |
| Long Walk Management LP | 256,500 | $1,617 萬 | 11.95% | −58,500−18.6% | 減碼 |
| Jane Street Group, LLC | 3,013,434 | $1,583 萬 | 0.02% | +2,852,770+1,775.6% | 加碼 |
| Squarepoint Ops LLC | 242,739 | $1,530 萬 | 0.07% | −169,124−41.1% | 減碼 |
| Alberta Investment Management Corp | 242,448 | $1,528 萬 | 0.16% | −809−0.3% | 減碼 |
| Hartline Investment Corp | 240,639 | $1,517 萬 | 2.73% | +10,856+4.7% | 加碼 |
| Wells Fargo & Company | 215,624 | $1,403 萬 | 0.00% | +3,516+1.7% | 加碼 |
| Envestnet Asset Management Inc | 214,486 | $1,352 萬 | 0.01% | −98,633−31.5% | 減碼 |
| APG Asset Management N.V. | 210,912 | $1,330 萬 | 0.03% | −26,665−11.2% | 減碼 |
| Twin Tree Management, LP | 207,285 | $1,307 萬 | 0.44% | +207,285 | 新進 |
| Asset Management One Co.,Ltd. | 201,314 | $1,269 萬 | 0.06% | −7,809−3.7% | 減碼 |
| Polar Capital Holdings Plc | 200,319 | $1,263 萬 | 0.09% | −656,968−76.6% | 減碼 |
| Allen Investment Management LLC | 195,490 | $1,232 萬 | 0.18% | 00.0% | 不變 |
| RPG Investment Advisory, LLC | 190,720 | $1,202 萬 | 2.21% | +409+0.2% | 加碼 |
| HSBC Holdings PLC | 181,202 | $1,149 萬 | 0.01% | +43,495+31.6% | 加碼 |
| Nomura Holdings Inc | 86,470 | $1,143 萬 | 0.12% | −2,891−3.2% | 減碼 |