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、11 筆賣出；2026 年第 2 季末有 1,234 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 4 季 13F 持有人
Cloudflare, Inc. 在 2023/12/31 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
- 678
- 較 2023 年第 3 季 +114 家
- 持有股數
- 2.49 億
- 較 2023 年第 3 季 −143.8 萬 (−0.6%)
- 總市值
- $207.4 億
- 較 2023 年第 3 季 +$49.4 億 (+31.3%)
- 新進機構
- 154
- 另有 215 家加碼
- 清倉機構
- 40
- 另有 209 家減碼
另有 9 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 | 1,234 | $697.8 億 |
| 2026 年第 1 季 | 1,145 | $570.6 億 |
| 2025 年第 4 季 | 1,096 | $548.2 億 |
| 2025 年第 3 季 | 1,045 | $591.4 億 |
| 2025 年第 2 季 | 950 | $543.2 億 |
| 2025 年第 1 季 | 873 | $297.5 億 |
| 2024 年第 4 季 | 774 | $284.2 億 |
| 2024 年第 3 季 | 681 | $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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 30,938,677 | $25.8 億 | 2.04% | −119,547−0.4% | 減碼 |
| Morgan Stanley | 30,372,840 | $25.3 億 | 0.22% | −1,278,669−4.0% | 減碼 |
| Vanguard Group Inc | 28,159,189 | $23.4 億 | 0.05% | +740,914+2.7% | 加碼 |
| Capital World Investors | 27,543,956 | $22.9 億 | 0.41% | +487,308+1.8% | 加碼 |
| BlackRock Inc. | 16,650,173 | $13.9 億 | 0.04% | +824,570+5.2% | 加碼 |
| FMR LLC | 14,614,850 | $12.2 億 | 0.09% | +538,439+3.8% | 加碼 |
| Sands Capital Management, LLC | 10,593,642 | $8.82 億 | 2.68% | −413,749−3.8% | 減碼 |
| State Street Corp | 6,043,218 | $5.03 億 | 0.02% | +292,805+5.1% | 加碼 |
| First Trust Advisors LP | 5,007,248 | $4.17 億 | 0.45% | −1,116,591−18.2% | 減碼 |
| Geode Capital Management, LLC | 4,307,371 | $3.58 億 | 0.04% | +239,096+5.9% | 加碼 |
| Legal & General Group Plc | 3,313,977 | $2.76 億 | 0.09% | +108,664+3.4% | 加碼 |
| Voya Investment Management LLC | 3,016,892 | $2.51 億 | 0.26% | −3,501,150−53.7% | 減碼 |
| 1832 Asset Management L.P. | 2,916,600 | $2.43 億 | 0.46% | +1,597,900+121.2% | 加碼 |
| Norges Bank | 2,664,635 | $2.22 億 | 0.04% | +553,946+26.2% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 2,452,477 | $2.04 億 | 2.80% | −230,682−8.6% | 減碼 |
| Franklin Resources Inc | 2,422,192 | $2.02 億 | 0.09% | −129,716−5.1% | 減碼 |
| Two Sigma Investments, LP | 2,108,729 | $1.76 億 | 0.42% | +422,608+25.1% | 加碼 |
| Two Sigma Advisers, LP | 1,987,000 | $1.65 億 | 0.39% | +681,800+52.2% | 加碼 |
| Northern Trust Corp | 1,713,441 | $1.43 億 | 0.03% | −20,198−1.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,678,930 | $1.40 億 | 0.10% | −57,282−3.3% | 減碼 |
| Royal Bank of Canada | 1,400,641 | $1.17 億 | 0.03% | +15,493+1.1% | 加碼 |
| Deutsche Bank AG | 1,359,084 | $1.13 億 | 0.06% | +6,881+0.5% | 加碼 |
| Strategy Capital LLC | 1,343,254 | $1.12 億 | 12.16% | −92,128−6.4% | 減碼 |
| Bank of New York Mellon Corp | 1,309,984 | $1.09 億 | 0.02% | +30,871+2.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,272,627 | $1.06 億 | 0.25% | −75,586−5.6% | 減碼 |
| American Century Companies Inc | 1,214,651 | $1.01 億 | 0.07% | −960.0% | 減碼 |
| UBS Asset Management Americas Inc | 1,164,625 | $9,697 萬 | 0.04% | +9,847+0.9% | 加碼 |
| Invesco Ltd. | 1,110,396 | $9,245 萬 | 0.02% | +736,447+196.9% | 加碼 |
| Credit Suisse AG | 1,109,661 | $9,239 萬 | 0.09% | +20,906+1.9% | 加碼 |
| Charles Schwab Investment Management Inc | 1,030,682 | $8,581 萬 | 0.02% | +47,175+4.8% | 加碼 |
| Nikko Asset Management Americas, Inc. | 1,001,222 | $8,335 萬 | 0.80% | −60,179−5.7% | 減碼 |
| Voloridge Investment Management, LLC | 997,294 | $8,303 萬 | 0.33% | +516,426+107.4% | 加碼 |
| Bessemer Group Inc | 946,094 | $7,877 萬 | 0.15% | +10,463+1.1% | 加碼 |
| Bamco Inc | 935,285 | $7,787 萬 | 0.21% | −4,244−0.5% | 減碼 |
| Optimus Prime Fund Management Co., Ltd. | 930,000 | $7,743 萬 | 9.81% | +70,000+8.1% | 加碼 |
| Goldman Sachs Group Inc | 924,627 | $7,698 萬 | 0.02% | −380,727−29.2% | 減碼 |
| Bank of America Corp | 898,336 | $7,480 萬 | 0.01% | −50,683−5.3% | 減碼 |
| Swiss National Bank | 869,200 | $7,237 萬 | 0.05% | −15,500−1.8% | 減碼 |
| Nuveen Asset Management, LLC | 826,989 | $6,886 萬 | 0.02% | +48,908+6.3% | 加碼 |
| Alfreton Capital LLP | 800,000 | $6,661 萬 | 27.25% | −120,000−13.0% | 減碼 |
| Polar Capital Holdings Plc | 730,223 | $6,080 萬 | 0.42% | +529,904+264.5% | 加碼 |
| Price T Rowe Associates Inc | 725,317 | $6,039 萬 | 0.01% | +10,587+1.5% | 加碼 |
| Amundi | 629,780 | $5,141 萬 | 0.02% | +31,966+5.3% | 加碼 |
| Ensign Peak Advisors, Inc | 596,580 | $4,967 萬 | 0.10% | +282,486+89.9% | 加碼 |
| Peregrine Capital Management LLC | 557,893 | $4,645 萬 | 1.40% | −21,193−3.7% | 減碼 |
| California Public Employees Retirement System | 524,747 | $4,369 萬 | 0.03% | +891+0.2% | 加碼 |
| Marshall Wace, LLP | 520,015 | $4,330 萬 | 0.08% | +520,015 | 新進 |
| Ameriprise Financial Inc | 501,341 | $4,176 萬 | 0.01% | −101,932−16.9% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 469,351 | $3,908 萬 | 0.10% | +24,292+5.5% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 457,965 | $3,813 萬 | 2.68% | −60,003−11.6% | 減碼 |
| SW Investment Management LLC | 450,000 | $3,747 萬 | 12.91% | −100,000−18.2% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 440,868 | $3,671 萬 | 0.22% | +11,259+2.6% | 加碼 |
| National Pension Service | 439,829 | $3,662 萬 | 0.05% | 00.0% | 不變 |
| California State Teachers Retirement System | 427,280 | $3,558 萬 | 0.05% | +4,634+1.1% | 加碼 |
| Squarepoint Ops LLC | 420,779 | $3,503 萬 | 0.14% | +178,040+73.3% | 加碼 |
| La Financiere de L'Echiquier | 407,600 | $3,394 萬 | 1.57% | +17,600+4.5% | 加碼 |
| Rhumbline Advisers | 390,265 | $3,249 萬 | 0.03% | −838−0.2% | 減碼 |
| Great West Life Assurance Co | 380,674 | $3,161 萬 | 0.07% | +36,157+10.5% | 加碼 |
| Alliancebernstein L.P. | 356,437 | $2,968 萬 | 0.01% | −74,892−17.4% | 減碼 |
| Value Star Asset Management (Hong Kong) Ltd | 352,800 | $2,937 萬 | 10.05% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 349,177 | $2,907 萬 | 0.07% | +349,177 | 新進 |
| Kames Capital plc | 327,780 | $2,729 萬 | 0.43% | +327,780 | 新進 |
| Whetstone Capital Advisors, LLC | 323,189 | $2,691 萬 | 13.53% | −2,233−0.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 313,328 | $2,609 萬 | 0.05% | +13,944+4.7% | 加碼 |
| Barclays PLC | 309,017 | $2,573 萬 | 0.01% | +13,628+4.6% | 加碼 |
| Cota Capital Management, LLC | 291,849 | $2,430 萬 | 10.13% | −49,839−14.6% | 減碼 |
| Dimensional Fund Advisors LP | 285,604 | $2,378 萬 | 0.01% | +21,447+8.1% | 加碼 |
| NZS Capital, LLC | 279,232 | $2,325 萬 | 1.22% | +14,751+5.6% | 加碼 |
| Vontobel Holding Ltd. | 278,865 | $2,322 萬 | 0.19% | −58,497−17.3% | 減碼 |
| Bank of Montreal | 254,790 | $2,182 萬 | 0.01% | −267,702−51.2% | 減碼 |
| New York State Common Retirement Fund | 254,396 | $2,118 萬 | 0.03% | −22,018−8.0% | 減碼 |
| Hartline Investment Corp | 244,634 | $2,037 萬 | 3.29% | +3,995+1.7% | 加碼 |
| Alberta Investment Management Corp | 240,002 | $1,998 萬 | 0.19% | −2,446−1.0% | 減碼 |
| Man Group plc | 235,593 | $1,962 萬 | 0.06% | – | – |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 249,142 | $1,903 萬 | 0.03% | −17,997−6.7% | 減碼 |
| UBS Group AG | 224,952 | $1,873 萬 | 0.01% | +113,646+102.1% | 加碼 |
| Wells Fargo & Company | 222,032 | $1,849 萬 | 0.01% | +6,408+3.0% | 加碼 |
| Capital Fund Management S.A. | 219,962 | $1,831 萬 | 0.23% | +219,962 | 新進 |
| Asset Management One Co.,Ltd. | 213,306 | $1,806 萬 | 0.07% | +11,992+6.0% | 加碼 |
| Readystate Asset Management LP | 208,858 | $1,739 萬 | 1.04% | +63,266+43.5% | 加碼 |
| Envestnet Asset Management Inc | 203,571 | $1,695 萬 | 0.01% | −10,915−5.1% | 減碼 |
| Allen Investment Management LLC | 195,490 | $1,628 萬 | 0.22% | 00.0% | 不變 |
| Citadel Advisors LLC | 195,317 | $1,626 萬 | 0.02% | −2,449,962−92.6% | 減碼 |
| Los Angeles Capital Management LLC | 188,370 | $1,568 萬 | 0.06% | +184,977+5,451.7% | 加碼 |
| APG Asset Management N.V. | 202,047 | $1,523 萬 | 0.03% | −8,865−4.2% | 減碼 |
| Jane Street Group, LLC | 180,888 | $1,506 萬 | 0.02% | −32,546−15.2% | 減碼 |
| D. E. Shaw & Co., Inc. | 176,650 | $1,471 萬 | 0.02% | +172,550+4,208.5% | 加碼 |
| JPMorgan Chase & Co | 175,073 | $1,458 萬 | 0.00% | −1,582,137−90.0% | 減碼 |
| Degroof Petercam Asset Management | 167,461 | $1,394 萬 | 0.18% | +167,461 | 新進 |
| RPG Investment Advisory, LLC | 165,868 | $1,381 萬 | 2.25% | −24,852−13.0% | 減碼 |
| 12 West Capital Management LP | 165,000 | $1,374 萬 | 1.30% | 00.0% | 不變 |
| Miura Global Management, LLC | 165,000 | $1,374 萬 | 7.68% | +40,000+32.0% | 加碼 |
| Cubist Systematic Strategies, LLC | 163,384 | $1,360 萬 | 0.17% | +163,384 | 新進 |
| Pictet Asset Management Holding SA | 160,208 | $1,334 萬 | 0.01% | −4,665−2.8% | 減碼 |
| Berkshire Capital Holdings Inc | 159,750 | $1,330 萬 | 6.01% | +15,560+10.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 158,093 | $1,316 萬 | 0.04% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 156,781 | $1,305 萬 | 0.12% | −18,309−10.5% | 減碼 |
| Citigroup Inc | 156,546 | $1,303 萬 | 0.02% | +24,274+18.4% | 加碼 |
| Long Walk Management LP | 153,000 | $1,274 萬 | 8.25% | −103,500−40.4% | 減碼 |
| Carnegie Capital Asset Management, LLC | 152,760 | $1,272 萬 | 0.44% | +16,040+11.7% | 加碼 |