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 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
- 573
- 較 2023 年第 2 季 +19 家
- 持有股數
- 2.51 億
- 較 2023 年第 2 季 +550.7 萬 (+2.2%)
- 總市值
- $158.0 億
- 較 2023 年第 2 季 −$2.22 億 (−1.4%)
- 新進機構
- 75
- 另有 196 家加碼
- 清倉機構
- 56
- 另有 196 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 | 1,228 | $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 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 |
|---|---|---|---|---|---|
| ARS Investment Partners, LLC | 14,587 | $92.0 萬 | 0.11% | 00.0% | 不變 |
| Blue Barn Wealth, LLC | 14,623 | $92.2 萬 | 0.61% | +9+0.1% | 加碼 |
| Guggenheim Capital LLC | 14,971 | $94.4 萬 | 0.01% | +6,137+69.5% | 加碼 |
| Rockefeller Capital Management L.P. | 15,299 | $96.4 萬 | 0.00% | −9,787−39.0% | 減碼 |
| Wealthfront Advisers LLC | 15,441 | $97.3 萬 | 0.00% | +2,407+18.5% | 加碼 |
| Ethic Inc. | 15,455 | $97.4 萬 | 0.03% | +2,233+16.9% | 加碼 |
| Leonteq Securities AG | 15,618 | $98.5 萬 | 0.10% | −773−4.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 15,709 | $99.0 萬 | 0.00% | +3,337+27.0% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 15,743 | $99.2 萬 | 0.28% | +1,093+7.5% | 加碼 |
| Agf Management Ltd | 16,064 | $101.3 萬 | 0.01% | +16,064 | 新進 |
| SlateStone Wealth, LLC | 16,277 | $102.6 萬 | 0.15% | +449+2.8% | 加碼 |
| Cresset Asset Management, LLC | 16,516 | $104.1 萬 | 0.01% | +1,127+7.3% | 加碼 |
| Daiwa Securities Group Inc. | 16,852 | $106.2 萬 | 0.01% | +600+3.7% | 加碼 |
| Nisa Investment Advisors, LLC | 16,950 | $106.9 萬 | 0.01% | +450+2.7% | 加碼 |
| Pathstone Family Office, LLC | 16,775 | $106.9 萬 | 0.01% | +16,775 | 新進 |
| Lazard Asset Management LLC | 16,979 | $107.0 萬 | 0.00% | −80.0% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 17,029 | $107.4 萬 | 0.07% | 00.0% | 不變 |
| Creative Planning | 17,470 | $110.1 萬 | 0.00% | +995+6.0% | 加碼 |
| Castle Rock Wealth Management, LLC | 17,896 | $110.9 萬 | 0.37% | +17,896 | 新進 |
| MetLife Investment Management | 17,682 | $111.5 萬 | 0.01% | +9+0.1% | 加碼 |
| Man Group plc | – | $120.1 萬 | 0.00% | – | – |
| CIBC World Markets Inc. | 19,650 | $123.9 萬 | 0.00% | +5,220+36.2% | 加碼 |
| JustInvest LLC | 19,736 | $124.4 萬 | 0.04% | +239+1.2% | 加碼 |
| Park Avenue Securities LLC | 19,760 | $124.6 萬 | 0.02% | −3,700−15.8% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,974 | $125.9 萬 | 0.02% | −47−0.2% | 減碼 |
| Granite Bay Wealth Management, LLC | 19,845 | $127.1 萬 | 0.01% | +19,845 | 新進 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 15,500 | $129.1 萬 | 1.07% | +2,000+14.8% | 加碼 |
| Lake Street Advisors Group, LLC | 20,524 | $129.4 萬 | 0.08% | −96−0.5% | 減碼 |
| Eagle Bay Advisors LLC | 20,828 | $131.3 萬 | 0.61% | +352+1.7% | 加碼 |
| D.A. Davidson & Co. | 21,119 | $133.1 萬 | 0.01% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 21,310 | $134.3 萬 | 0.01% | +697+3.4% | 加碼 |
| Allianz Asset Management GmbH | 21,332 | $134.5 萬 | 0.00% | −4,772−18.3% | 減碼 |
| Pier 88 Investment Partners LLC | 21,640 | $136.4 萬 | 0.34% | +2,530+13.2% | 加碼 |
| Kestra Advisory Services, LLC | 21,815 | $137.5 萬 | 0.01% | −1,204−5.2% | 減碼 |
| Profund Advisors LLC | 21,982 | $138.6 萬 | 0.08% | +251+1.2% | 加碼 |
| Harbor Capital Advisors, Inc. | 22,289 | $140.5 萬 | 0.30% | −1,071−4.6% | 減碼 |
| Maryland State Retirement & Pension System | 22,367 | $141.0 萬 | 0.03% | 00.0% | 不變 |
| Elo Mutual Pension Insurance Co | 23,020 | $145.1 萬 | 0.04% | +511+2.3% | 加碼 |
| Executive Wealth Management, LLC | 23,441 | $147.8 萬 | 0.15% | +2,118+9.9% | 加碼 |
| Highland Capital Management, LLC | 23,699 | $149.4 萬 | 0.10% | −339−1.4% | 減碼 |
| CenterBook Partners LP | 23,804 | $150.1 萬 | 0.19% | +23,804 | 新進 |
| Old Well Partners, LLC | 24,200 | $152.6 萬 | 1.32% | 00.0% | 不變 |
| Y.D. More Investments Ltd | 24,793 | $153.2 萬 | 0.31% | −48−0.2% | 減碼 |
| Clear Harbor Asset Management, LLC | 24,335 | $153.4 萬 | 0.16% | −85−0.3% | 減碼 |
| Sepio Capital, LP | 24,424 | $154.0 萬 | 0.13% | +731+3.1% | 加碼 |
| Comerica Bank | 24,444 | $154.1 萬 | 0.01% | +24,444 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,796 | $156.3 萬 | 0.00% | +994+4.2% | 加碼 |
| British Columbia Investment Management Corp | 25,001 | $157.6 萬 | 0.01% | +415+1.7% | 加碼 |
| Liontrust Investment Partners LLP | 25,000 | $157.6 萬 | 0.03% | −7,000−21.9% | 減碼 |
| Gulf International Bank (UK) Ltd | 25,171 | $158.6 萬 | 0.04% | −2,134−7.8% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 25,328 | $159.7 萬 | 0.01% | +973+4.0% | 加碼 |
| Trexquant Investment LP | 25,616 | $161.5 萬 | 0.04% | +25,616 | 新進 |
| Blueshift Asset Management, LLC | 25,926 | $163.4 萬 | 0.97% | +12,974+100.2% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 26,100 | $164.7 萬 | 0.04% | +1,100+4.4% | 加碼 |
| Brighton Jones LLC | 26,498 | $167.0 萬 | 0.08% | +42+0.2% | 加碼 |
| EFG Asset Management (Americas) Corp. | 26,828 | $168.9 萬 | 0.40% | +5,745+27.2% | 加碼 |
| Cetera Advisor Networks LLC | 26,891 | $169.5 萬 | 0.01% | −498−1.8% | 減碼 |
| Kingswood Wealth Advisors, LLC | 27,226 | $171.6 萬 | 0.30% | +27,226 | 新進 |
| SG Americas Securities, LLC | 27,746 | $174.9 萬 | 0.02% | +21,930+377.1% | 加碼 |
| Truist Financial Corp | 28,057 | $176.9 萬 | 0.00% | −227−0.8% | 減碼 |
| Harvest Investment Services, LLC | 28,142 | $177.4 萬 | 1.14% | +28,142 | 新進 |
| Lyell Wealth Management, LP | 28,381 | $178.9 萬 | 0.24% | +2,156+8.2% | 加碼 |
| Lountzis Asset Management, LLC | 28,722 | $181.1 萬 | 1.01% | +15,153+111.7% | 加碼 |
| Nissay Asset Management Corp | 29,236 | $184.3 萬 | 0.02% | +1,311+4.7% | 加碼 |
| CI Private Wealth, LLC | 29,432 | $185.6 萬 | 0.00% | +2,035+7.4% | 加碼 |
| Janus Henderson Group PLC | 29,660 | $187.0 萬 | 0.00% | −1,454−4.7% | 減碼 |
| Tiemann Investment Advisors, LLC | 30,641 | $193.2 萬 | 1.03% | −5,000−14.0% | 減碼 |
| Alps Advisors Inc | 30,929 | $195.0 萬 | 0.02% | −3,216−9.4% | 減碼 |
| Soltis Investment Advisors LLC | 31,252 | $197.0 萬 | 0.25% | +20+0.1% | 加碼 |
| Private Advisory Group LLC | 31,888 | $201.0 萬 | 0.40% | +375+1.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 32,094 | $202.3 萬 | 0.01% | 00.0% | 不變 |
| Baker Chad R | 32,195 | $203.0 萬 | 0.51% | +32,195 | 新進 |
| Independent Advisor Alliance | 34,381 | $216.7 萬 | 0.10% | −8,227−19.3% | 減碼 |
| CFM Wealth Partners LLC | 34,918 | $220.1 萬 | 0.58% | −400−1.1% | 減碼 |
| Banque Cantonale Vaudoise | 36,027 | $227.2 萬 | 0.11% | −908−2.5% | 減碼 |
| Stifel Financial Corp | 36,332 | $229.0 萬 | 0.00% | −1,463−3.9% | 減碼 |
| Federation des caisses Desjardins du Quebec | 36,861 | $232.4 萬 | 0.02% | −7,891−17.6% | 減碼 |
| Nordea Investment Management AB | 36,578 | $236.6 萬 | 0.00% | −3,011−7.6% | 減碼 |
| Amalgamated Bank | 37,879 | $238.8 萬 | 0.02% | +6,470+20.6% | 加碼 |
| Two Sigma Securities, LLC | 38,529 | $242.9 萬 | 0.11% | +29,808+341.8% | 加碼 |
| Firsthand Capital Management, Inc. | 40,000 | $252.2 萬 | 3.64% | −40,000−50.0% | 減碼 |
| Xponance, Inc. | 40,684 | $256.5 萬 | 0.03% | +224+0.6% | 加碼 |
| Candriam Luxembourg S.C.A. | 41,178 | $259.6 萬 | 0.02% | +314+0.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 41,277 | $260.2 萬 | 0.01% | +470+1.2% | 加碼 |
| DekaBank Deutsche Girozentrale | 41,767 | $264.1 萬 | 0.01% | −5,411−11.5% | 減碼 |
| Evercore Wealth Management, LLC | 41,900 | $264.1 萬 | 0.05% | −600−1.4% | 減碼 |
| Blair William & Co | 42,139 | $265.6 萬 | 0.01% | −2,797−6.2% | 減碼 |
| MML Investors Services, LLC | 42,220 | $266.2 萬 | 0.01% | −2,698−6.0% | 減碼 |
| KBC Group NV | 42,788 | $269.7 萬 | 0.01% | −148,116−77.6% | 減碼 |
| TownSquare Capital, LLC | 42,970 | $270.9 萬 | 0.05% | +24+0.1% | 加碼 |
| Rafferty Asset Management, LLC | 43,139 | $271.9 萬 | 0.02% | +4,795+12.5% | 加碼 |
| Cetera Investment Advisers | 44,404 | $279.9 萬 | 0.02% | +1,315+3.1% | 加碼 |
| UBS Oconnor LLC | 45,000 | $283.7 萬 | 0.05% | +45,000 | 新進 |
| Royal Fund Management, LLC | 46,100 | $290.6 萬 | 0.42% | +5,900+14.7% | 加碼 |
| Tredje AP-fonden | 46,636 | $294.0 萬 | 0.04% | −2,571−5.2% | 減碼 |
| Achmea Investment Management B.V. | 47,974 | $302.4 萬 | 0.07% | −5,249−9.9% | 減碼 |
| Swiss Life Asset Management Ltd | 48,179 | $303.7 萬 | 0.05% | −21,335−30.7% | 減碼 |
| Walleye Capital LLC | 48,392 | $305.1 萬 | 0.04% | +48,392 | 新進 |
| Standard Life Aberdeen plc | 48,866 | $308.1 萬 | 0.01% | −585−1.2% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 48,958 | $308.6 萬 | 0.21% | +34,974+250.1% | 加碼 |