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 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 | $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 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 |
|---|---|---|---|---|---|
| Citigroup Inc | 132,272 | $833.8 萬 | 0.01% | +19,256+17.0% | 加碼 |
| Treasurer of the State of North Carolina | 129,801 | $818.3 萬 | 0.04% | +530+0.4% | 加碼 |
| Millennium Management LLC | 126,207 | $795.6 萬 | 0.01% | +117,759+1,393.9% | 加碼 |
| Miura Global Management, LLC | 125,000 | $788.0 萬 | 5.39% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 117,195 | $738.8 萬 | 0.03% | −12,984−10.0% | 減碼 |
| LPL Financial LLC | 114,510 | $721.9 萬 | 0.01% | +5,806+5.3% | 加碼 |
| UBS Group AG | 111,306 | $701.7 萬 | 0.00% | −66,671−37.5% | 減碼 |
| LGT Group Foundation | 111,729 | $698.4 萬 | 0.17% | −7,934−6.6% | 減碼 |
| Victory Capital Management Inc | 110,129 | $694.3 萬 | 0.01% | +3,332+3.1% | 加碼 |
| Exchange Traded Concepts, LLC | 107,835 | $679.8 萬 | 0.19% | +6,001+5.9% | 加碼 |
| Royal London Asset Management Ltd | 107,194 | $675.9 萬 | 0.02% | +2,374+2.3% | 加碼 |
| Tudor Investment Corp Et Al | 107,085 | $675.1 萬 | 0.10% | +70,561+193.2% | 加碼 |
| Worldquant Millennium Advisors LLC | 104,960 | $661.7 萬 | 0.10% | +104,960 | 新進 |
| Nwi Management LP | 100,000 | $630.4 萬 | 1.10% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 96,626 | $620.0 萬 | 0.08% | +3,969+4.3% | 加碼 |
| Storebrand Asset Management AS | 97,397 | $614.0 萬 | 0.03% | −3,789−3.7% | 減碼 |
| SEI Investments Co | 96,197 | $606.4 萬 | 0.01% | −16,481−14.6% | 減碼 |
| Stanley-Laman Group, Ltd. | 95,765 | $603.7 萬 | 1.03% | −3,942−4.0% | 減碼 |
| Handelsbanken Fonder AB | 94,392 | $595.0 萬 | 0.03% | +736+0.8% | 加碼 |
| CTC LLC | 92,055 | $580.3 萬 | 0.26% | +92,055 | 新進 |
| Wolverine Asset Management LLC | 88,297 | $556.6 萬 | 0.10% | −4,202−4.5% | 減碼 |
| Jasper Ridge Partners, L.P. | 87,216 | $549.8 萬 | 0.26% | +3,522+4.2% | 加碼 |
| Nomura Holdings Inc | 86,470 | $545.1 萬 | 0.06% | −2,891−3.2% | 減碼 |
| Mariner, LLC | 85,444 | $538.7 萬 | 0.01% | +2,652+3.2% | 加碼 |
| Maytus Capital Management, LLC | 85,000 | $535.8 萬 | 2.98% | +42,500+100.0% | 加碼 |
| Erste Asset Management GmbH | 80,950 | $510.3 萬 | 0.09% | +80,950 | 新進 |
| Mercer Global Advisors Inc | 80,906 | $510.0 萬 | 0.02% | +27,677+52.0% | 加碼 |
| Sentinel Trust Co Lba | 80,718 | $508.8 萬 | 0.72% | −3,100−3.7% | 減碼 |
| Davy Global Fund Management Ltd | 80,681 | $508.6 萬 | 1.04% | −4,980−5.8% | 減碼 |
| Capital International Ltd | 80,163 | $505.3 萬 | 0.29% | −548−0.7% | 減碼 |
| Principal Financial Group Inc | 80,088 | $504.9 萬 | 0.00% | +2,484+3.2% | 加碼 |
| Capital International Sarl | 78,721 | $496.3 萬 | 0.23% | +5,066+6.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 76,768 | $483.9 萬 | 0.02% | −6,939−8.3% | 減碼 |
| Advisor Group Holdings, Inc. | 75,660 | $476.9 萬 | 0.01% | +12,790+20.3% | 加碼 |
| Arizona State Retirement System | 75,037 | $473.0 萬 | 0.04% | +635+0.9% | 加碼 |
| Privium Fund Management B.V. | 75,000 | $472.8 萬 | 1.41% | −185,000−71.2% | 減碼 |
| Russell Investments Group, Ltd. | 74,310 | $468.7 萬 | 0.01% | +4,749+6.8% | 加碼 |
| Mizuho Markets Americas LLC | 74,125 | $467.3 萬 | 0.17% | −500−0.7% | 減碼 |
| Pinebridge Investments, L.P. | 73,986 | $466.4 萬 | 0.05% | −10,515−12.4% | 減碼 |
| Avalon Global Asset Management LLC | 70,400 | $443.8 萬 | 2.15% | 00.0% | 不變 |
| Fred Alger Management, LLC | 70,396 | $443.8 萬 | 0.03% | −33,856−32.5% | 減碼 |
| Utah Retirement Systems | 66,975 | $422.2 萬 | 0.06% | +10,907+19.5% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 66,128 | $416.9 萬 | 0.06% | +2,700+4.3% | 加碼 |
| Ambassador Advisors, LLC | 65,090 | $415.9 萬 | 1.01% | −3,495−5.1% | 減碼 |
| Nomura Asset Management Co Ltd | 65,460 | $412.7 萬 | 0.02% | −720−1.1% | 減碼 |
| Andra AP-fonden | 65,000 | $409.8 萬 | 0.24% | +33,400+105.7% | 加碼 |
| DnB Asset Management AS | 64,721 | $408.0 萬 | 0.02% | +15,157+30.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 62,626 | $394.8 萬 | 0.02% | −180.0% | 減碼 |
| IFM Investors Pty Ltd | 61,672 | $388.8 萬 | 0.05% | +8,273+15.5% | 加碼 |
| Schroder Investment Management Group | 59,372 | $374.3 萬 | 0.01% | −14,276−19.4% | 減碼 |
| TD Asset Management Inc | 58,472 | $368.6 萬 | 0.00% | +3,337+6.1% | 加碼 |
| Circle Wealth Management, LLC | 58,104 | $366.3 萬 | 0.09% | −610−1.0% | 減碼 |
| Titleist Asset Management, LLC | 57,820 | $364.5 萬 | 0.75% | +1,023+1.8% | 加碼 |
| Forsta Ap-Fonden | 57,500 | $362.5 萬 | 0.04% | +400+0.7% | 加碼 |
| Commonwealth Equity Services, LLC | 56,921 | $358.8 萬 | 0.01% | +4,685+9.0% | 加碼 |
| HighTower Advisors, LLC | 55,190 | $348.1 萬 | 0.01% | +3,353+6.5% | 加碼 |
| USS Investment Management Ltd | 55,191 | $348.0 萬 | 0.04% | +1,818+3.4% | 加碼 |
| RMB Capital Management, LLC | 54,424 | $343.1 萬 | 0.12% | +2,018+3.9% | 加碼 |
| Susquehanna International Group, LLP | 54,035 | $340.6 萬 | 0.01% | +22,706+72.5% | 加碼 |
| D L Carlson Investment Group Inc | 53,931 | $340.0 萬 | 0.69% | +357+0.7% | 加碼 |
| Jacob Asset Management of New York LLC | 53,546 | $337.6 萬 | 4.76% | −2,800−5.0% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 53,411 | $336.7 萬 | 0.02% | −4,472−7.7% | 減碼 |
| Capital International Inc | 53,394 | $336.6 萬 | 0.06% | +4,249+8.6% | 加碼 |
| AE Wealth Management LLC | 53,137 | $335.0 萬 | 0.02% | +3,583+7.2% | 加碼 |
| Toronto Dominion Bank | 52,754 | $332.6 萬 | 0.01% | −12,971−19.7% | 減碼 |
| Taylor Frigon Capital Management LLC | 52,495 | $330.9 萬 | 1.84% | −1,783−3.3% | 減碼 |
| Korea Investment CORP | 52,330 | $329.9 萬 | 0.01% | +14,097+36.9% | 加碼 |
| Intech Investment Management LLC | 51,649 | $325.6 萬 | 0.05% | +2,665+5.4% | 加碼 |
| Wolverine Trading, LLC | 51,054 | $321.8 萬 | 0.03% | +18,180+55.3% | 加碼 |
| SWS Partners | 49,936 | $314.8 萬 | 1.16% | +308+0.6% | 加碼 |
| US Bancorp | 49,681 | $313.2 萬 | 0.01% | −7,458−13.1% | 減碼 |
| EFG Asset Management (North America) Corp. | 49,495 | $312.1 萬 | 0.74% | +11,475+30.2% | 加碼 |
| PEAK6 Investments LLC | 49,298 | $310.8 萬 | 0.15% | +35,945+269.2% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 48,958 | $308.6 萬 | 0.21% | +34,974+250.1% | 加碼 |
| Standard Life Aberdeen plc | 48,866 | $308.1 萬 | 0.01% | −585−1.2% | 減碼 |
| Walleye Capital LLC | 48,392 | $305.1 萬 | 0.04% | +48,392 | 新進 |
| Swiss Life Asset Management Ltd | 48,179 | $303.7 萬 | 0.05% | −21,335−30.7% | 減碼 |
| Achmea Investment Management B.V. | 47,974 | $302.4 萬 | 0.07% | −5,249−9.9% | 減碼 |
| Tredje AP-fonden | 46,636 | $294.0 萬 | 0.04% | −2,571−5.2% | 減碼 |
| Royal Fund Management, LLC | 46,100 | $290.6 萬 | 0.42% | +5,900+14.7% | 加碼 |
| UBS Oconnor LLC | 45,000 | $283.7 萬 | 0.05% | +45,000 | 新進 |
| Cetera Investment Advisers | 44,404 | $279.9 萬 | 0.02% | +1,315+3.1% | 加碼 |
| Rafferty Asset Management, LLC | 43,139 | $271.9 萬 | 0.02% | +4,795+12.5% | 加碼 |
| TownSquare Capital, LLC | 42,970 | $270.9 萬 | 0.05% | +24+0.1% | 加碼 |
| KBC Group NV | 42,788 | $269.7 萬 | 0.01% | −148,116−77.6% | 減碼 |
| MML Investors Services, LLC | 42,220 | $266.2 萬 | 0.01% | −2,698−6.0% | 減碼 |
| Blair William & Co | 42,139 | $265.6 萬 | 0.01% | −2,797−6.2% | 減碼 |
| Evercore Wealth Management, LLC | 41,900 | $264.1 萬 | 0.05% | −600−1.4% | 減碼 |
| DekaBank Deutsche Girozentrale | 41,767 | $264.1 萬 | 0.01% | −5,411−11.5% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 41,277 | $260.2 萬 | 0.01% | +470+1.2% | 加碼 |
| Candriam Luxembourg S.C.A. | 41,178 | $259.6 萬 | 0.02% | +314+0.8% | 加碼 |
| Xponance, Inc. | 40,684 | $256.5 萬 | 0.03% | +224+0.6% | 加碼 |
| Firsthand Capital Management, Inc. | 40,000 | $252.2 萬 | 3.64% | −40,000−50.0% | 減碼 |
| Two Sigma Securities, LLC | 38,529 | $242.9 萬 | 0.11% | +29,808+341.8% | 加碼 |
| Amalgamated Bank | 37,879 | $238.8 萬 | 0.02% | +6,470+20.6% | 加碼 |
| Nordea Investment Management AB | 36,578 | $236.6 萬 | 0.00% | −3,011−7.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 36,861 | $232.4 萬 | 0.02% | −7,891−17.6% | 減碼 |
| Stifel Financial Corp | 36,332 | $229.0 萬 | 0.00% | −1,463−3.9% | 減碼 |
| Banque Cantonale Vaudoise | 36,027 | $227.2 萬 | 0.11% | −908−2.5% | 減碼 |
| CFM Wealth Partners LLC | 34,918 | $220.1 萬 | 0.58% | −400−1.1% | 減碼 |