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 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
- 701
- 較 2023 年第 3 季 +108 家
- 持有股數
- 3.33 億
- 較 2023 年第 3 季 +3,163 萬 (+10.5%)
- 總市值
- $244.1 億
- 較 2023 年第 3 季 +$29.3 億 (+13.6%)
- 新進機構
- 154
- 另有 220 家加碼
- 清倉機構
- 46
- 另有 209 家減碼
另有 10 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 | 1,272 | $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 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 |
|---|---|---|---|---|---|
| Morgan Stanley | 60,745,680 | $50.7 億 | 0.22% | +29,094,171+91.9% | 加碼 |
| Baillie Gifford & Co | 30,938,677 | $25.8 億 | 2.04% | −119,547−0.4% | 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 | $14.0 億 | 0.04% | +824,570+5.2% | 加碼 |
| FMR LLC | 14,614,850 | $12.4 億 | 0.10% | +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 | $5.28 億 | 0.03% | +292,805+5.1% | 加碼 |
| Voya Investment Management LLC | 3,016,892 | $4.34 億 | 0.45% | −3,501,150−53.7% | 減碼 |
| 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 |
| Franklin Resources Inc | 2,422,192 | $2.74 億 | 0.13% | −129,716−5.1% | 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 |
| 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 |
| Soros Fund Management LLC大師索羅斯基金管理 | – | $1.20 億 | 2.27% | – | – |
| 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 | 2,209,984 | $1.10 億 | 0.02% | +30,871+1.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,272,627 | $1.06 億 | 0.25% | −75,586−5.6% | 減碼 |
| Linden Advisors LP | – | $1.01 億 | 0.96% | – | – |
| American Century Companies Inc | 1,214,651 | $1.01 億 | 0.07% | −960.0% | 減碼 |
| UBS Asset Management Americas Inc | 1,164,625 | $1.01 億 | 0.04% | +9,847+0.9% | 加碼 |
| Invesco Ltd. | 1,110,396 | $1.01 億 | 0.02% | +736,447+196.9% | 加碼 |
| Credit Suisse AG | 1,109,661 | $9,564 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 |
| Bank of America Corp | 898,336 | $7,714 萬 | 0.01% | −50,683−5.3% | 減碼 |
| Steelhead Partners LLC | – | $7,700 萬 | 4.00% | – | – |
| Goldman Sachs Group Inc | 924,627 | $7,698 萬 | 0.02% | −380,727−29.2% | 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 |
| Lazard Asset Management LLC | 16,979 | $6,105 萬 | 0.08% | 00.0% | 不變 |
| Polar Capital Holdings Plc | 730,223 | $6,080 萬 | 0.37% | +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 | $6,038 萬 | 0.03% | +31,966+5.3% | 加碼 |
| Calamos Advisors LLC | 10,312 | $5,547 萬 | 0.28% | – | – |
| 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 |
| Davidson Kempner Capital Management LP | – | $4,490 萬 | 0.79% | – | – |
| 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 |
| Wolverine Asset Management LLC | 39,404 | $4,260 萬 | 0.67% | −48,893−55.4% | 減碼 |
| 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 |
| Millennium Management LLC | 22,748 | $3,805 萬 | 0.04% | −103,459−82.0% | 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 |
| Barclays PLC | 309,017 | $3,440 萬 | 0.02% | +13,628+4.6% | 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 |
| JPMorgan Chase & Co | 350,146 | $3,192 萬 | 0.00% | −1,407,064−80.1% | 減碼 |
| Great West Life Assurance Co | 380,674 | $3,161 萬 | 0.07% | +36,157+10.5% | 加碼 |
| Verition Fund Management LLC | 15,482 | $3,060 萬 | 0.31% | +1,602+11.5% | 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 |
| D. E. Shaw & Co., Inc. | 176,650 | $2,813 萬 | 0.04% | +172,550+4,208.5% | 加碼 |
| Kames Capital plc | 327,780 | $2,729 萬 | 0.43% | +327,780 | 新進 |
| Aviva PLC | 67,881 | $2,728 萬 | 0.10% | −71,691−51.4% | 減碼 |
| Whetstone Capital Advisors, LLC | 323,189 | $2,691 萬 | 13.53% | −2,233−0.7% | 減碼 |
| Lord, Abbett & Co. LLC | 29,526,000 | $2,651 萬 | 0.05% | +13,751,000+87.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 313,328 | $2,609 萬 | 0.05% | +13,944+4.7% | 加碼 |
| Readystate Asset Management LP | 208,858 | $2,505 萬 | 1.49% | +63,266+43.5% | 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 |
| BNP Paribas Arbitrage, SA | – | $2,242 萬 | 0.04% | – | – |
| Man Group plc | 235,593 | $2,232 萬 | 0.06% | – | – |
| 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% | −4,750,018−94.9% | 減碼 |
| Jane Street Group, LLC | 6,480,888 | $2,080 萬 | 0.03% | +3,467,454+115.1% | 加碼 |
| 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 |
| 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 | $1,873 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 |
| 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 |