跳到主要內容

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 4 季與 2023 年第 3 季比較

持有 Cloudflare, Inc. 的機構從 2023 年第 3 季到 2023 年第 4 季的變化。

2023 年第 4 季全部持有人2023 年第 3 季全部持有人

NET 的 13F 持有人:2023 年第 3 季與 2023 年第 4 季比較
項目2023 年第 3 季其中尚未申報 2023 年第 4 季2023 年第 4 季變化
持有家數5739678+114
股數2.51 億10.1 萬2.49 億−143.8 萬 (−0.6%)
市值$158.0 億$639.3 萬$207.4 億+$49.4 億 (+31.3%)

9 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(154 家)

2023 年第 4 季季末持有 Cloudflare, Inc.、2023 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 154 家。

2023 年第 4 季新進 NET 的機構
機構股數市值佔組合 %
Marshall Wace, LLP520,015$4,330 萬0.08%
Qube Research & Technologies Ltd349,177$2,907 萬0.07%
Kames Capital plc327,780$2,729 萬0.43%
Capital Fund Management S.A.219,962$1,831 萬0.23%
Degroof Petercam Asset Management167,461$1,394 萬0.18%
Cubist Systematic Strategies, LLC163,384$1,360 萬0.17%
BCJ Capital Management, LLC78,467$653.3 萬0.57%
O'Neil Global Advisors, Inc.77,260$643.3 萬3.74%
Kessler Investment Group, LLC76,413$636.2 萬3.90%
Graham Capital Management, L.P.76,387$636.0 萬0.20%
Point72 Middle East FZE67,531$562.3 萬0.39%
APG Asset Management US Inc.55,131$459.0 萬0.03%
Moore Capital Management, LP45,674$380.3 萬0.09%
Susquehanna Portfolio Strategies, LLC40,891$340.5 萬0.06%
Alight Capital Management LP40,000$333.0 萬1.07%
Pathstone Holdings, LLC29,521$247.3 萬0.01%
Affinity Wealth Management LLC29,685$247.2 萬0.51%
Point72 Hong Kong Ltd27,437$228.4 萬0.14%
Strategic Planning Group, LLC26,958$224.5 萬0.74%
Dantai Capital Ltd24,980$208.0 萬2.63%
Rational Advisors LLC23,500$195.7 萬0.20%
FORA Capital, LLC21,929$182.6 萬0.16%
Employees Retirement System of Texas18,966$157.9 萬0.02%
Entropy Technologies, LP16,313$135.8 萬0.25%
Burr Financial Services, LLC15,409$116.5 萬0.89%
Insight Holdings Group, LLC13,700$114.1 萬0.03%
Churchill Management Corp13,690$114.0 萬0.02%
Engineers Gate Manager LP13,443$111.9 萬0.03%
Choate Investment Advisors12,908$107.5 萬0.03%
Federated Hermes, Inc.11,447$95.3 萬0.00%
Jennison Associates LLC10,438$86.9 萬0.00%
Foundations Investment Advisors, LLC10,912$86.9 萬0.02%
Calamos Advisors LLC10,312$85.9 萬0.00%
Group One Trading, L.P.10,190$84.8 萬0.03%
Morgens Waterfall Vintiadis & Co Inc10,000$83.3 萬0.64%
Symmetry Peak Management LLC10,000$83.3 萬3.23%
Seaport Global Advisors, LLC9,924$82.6 萬1.98%
Duality Advisers, LP9,852$82.0 萬0.09%
Prelude Capital Management, LLC9,235$76.9 萬0.07%
Teza Capital Management LLC8,811$73.4 萬0.12%
Freestone Capital Holdings, LLC7,890$65.7 萬0.03%
Cerity Partners LLC7,801$64.9 萬0.00%
CIBC World Markets Corp7,743$64.5 萬0.00%
Rakuten Securities, Inc.6,992$58.2 萬0.46%
Integrated Advisors Network LLC6,853$57.1 萬0.03%
Cinctive Capital Management LP6,845$57.0 萬0.04%
Investment Management Corp of Ontario6,494$54.1 萬0.01%
Pearl River Capital, LLC6,398$53.3 萬0.09%
Chesapeake Capital Corp6,350$52.9 萬0.39%
True Vision MN LLC6,131$51.0 萬0.41%
Quest Partners LLC5,327$44.4 萬0.09%
Clarus Wealth Advisors5,601$43.7 萬0.26%
Corton Capital Inc.5,125$42.7 萬0.14%
OV Management LLC5,122$42.6 萬0.35%
Black Swift Group, LLC5,000$41.6 萬0.12%
Atomi Financial Group, Inc.4,631$38.6 萬0.05%
Cutler Group LP4,612$38.3 萬0.05%
Asahi Life Asset Management Co., Ltd.4,420$36.8 萬0.20%
Mission Wealth Management, LP4,186$34.9 萬0.01%
Towarzystwo Funduszy Inwestycyjnych Pzu SA3,880$32.3 萬0.15%
United Capital Financial Advisers, LLC3,870$32.2 萬0.00%
National Philanthropic Trust3,755$31.3 萬0.01%
Paloma Partners Management Co3,701$30.8 萬0.05%
Scotia Capital Inc.3,676$30.6 萬0.00%
Principal Securities, Inc.3,617$30.1 萬0.01%
Prospera Financial Services Inc3,611$30.1 萬0.01%
Diversified Trust Co3,492$29.1 萬0.01%
Oxbow Advisors, LLC3,490$29.1 萬0.04%
XTX Topco Ltd3,407$28.4 萬0.06%
Prime Capital Investment Advisors, LLC3,209$26.7 萬0.00%
Gladstone Institutional Advisory LLC3,153$26.3 萬0.01%
Bleakley Financial Group, LLC3,151$26.2 萬0.01%
Caption Management, LLC3,138$26.1 萬0.03%
Meiji Yasuda Asset Management Co Ltd.3,100$25.8 萬0.01%
Powell Investment Advisors, LLC3,083$25.7 萬0.14%
Sawtooth Solutions, LLC3,081$25.7 萬0.01%
Cigna Investments Inc3,049$25.4 萬0.05%
Kovack Advisors, Inc.3,030$25.2 萬0.03%
Quantinno Capital Management LP3,024$25.2 萬0.01%
Farmers Trust Co3,000$25.0 萬0.05%
Moran Wealth Management, LLC2,998$25.0 萬0.01%
Sand Hill Global Advisors, LLC2,941$24.5 萬0.01%
Moseley Investment Management Inc2,916$24.3 萬0.13%
Peterson Wealth Services2,913$24.3 萬0.10%
Gerber Kawasaki Wealth & Investment Management2,844$23.7 萬0.01%
Brookstone Capital Management2,843$23.7 萬0.00%
Empowered Funds, LLC2,839$23.6 萬0.01%
Resources Investment Advisors, LLC.2,782$23.2 萬0.00%
Vestmark Advisory Solutions, Inc.2,782$23.2 萬0.01%
NewEdge Wealth, LLC2,782$23.2 萬0.01%
Apollon Wealth Management, LLC2,776$23.1 萬0.01%
Keebeck Alpha, LP2,760$23.0 萬0.18%
Flagship Harbor Advisors, LLC2,730$22.7 萬0.02%
Cipher Capital LP2,663$22.2 萬0.07%
Baxter Bros Inc2,650$22.1 萬0.03%
Assenagon Asset Management S.A.2,593$21.6 萬0.00%
Forum Financial Management, LP2,554$21.3 萬0.00%
Balboa Wealth Partners2,537$21.1 萬0.07%
Ballentine Partners, LLC2,524$21.0 萬0.00%
Aigen Investment Management, LP2,521$21.0 萬0.04%

清倉機構(40 家)

2023 年第 3 季季末持有 Cloudflare, Inc.、2023 年第 4 季有申報但已經沒有持有的機構。

2023 年第 4 季清倉 NET 的機構
機構2023 年第 3 季股數2023 年第 3 季市值
Woodline Partners LP344,626$2,173 萬
Twin Tree Management, LP207,285$1,307 萬
Atika Capital Management LLC164,500$1,037 萬
Parallax Volatility Advisers, L.P.154,476$973.8 萬
Holocene Advisors, LP135,644$855.1 萬
Stanley-Laman Group, Ltd.95,765$603.7 萬
D L Carlson Investment Group Inc53,931$340.0 萬
PEAK6 Investments LLC49,298$310.8 萬
Liontrust Investment Partners LLP25,000$157.6 萬
CenterBook Partners LP23,804$150.1 萬
Numerai GP LLC12,574$79.3 萬
Echo Street Capital Management LLC8,084$51.0 萬
Versor Investments LP6,276$39.6 萬
Centiva Capital, LP6,104$38.5 萬
SevenOneSeven Capital Management5,756$36.8 萬
Sanders Morris Harris LLC5,400$34.0 萬
Stratos Wealth Advisors, LLC4,768$30.1 萬
Fund Management at Engine No. 1 LLC4,183$26.4 萬
CenterStar Asset Management, LLC4,100$25.8 萬
Capula Management Ltd3,119$19.7 萬
Tobam1,619$10.2 萬
Optiver Holding B.V.1,605$10.1 萬
Flaharty Asset Management, LLC900$5.67 萬
BBJS Financial Advisors, LLC500$3.15 萬
Headinvest, LLC315$1.97 萬
Riverview Trust Co274$1.73 萬
Earnest Partners LLC180$1.13 萬
Activest Wealth Management134$8,434
Impact Partnership Wealth, LLC120$7,565
Authentikos Wealth Advisory, LLC81$5,106
RE Dickinson Investment Advisors, LLC51$3,000
Northwest Investment Counselors, LLC39$2,459
Cullen/Frost Bankers, Inc.37$2,332
Cary Street Partner Investment Advisory LLC30$1,891
Baker Avenue Asset Management, LP22$1,366
Maryland Capital Advisors Inc.20$1,261
Concord Wealth Partners18$1,135
Kelly Financial Services LLC16$1,009
Financial Synergies Wealth Advisors, Inc.13$820
Crewe Advisors LLC2$127

尚未申報 2023 年第 4 季的機構(9 家)

2023 年第 3 季季末持有 Cloudflare, Inc.、還沒有申報 2023 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 3 季持有 NET、尚未申報 2023 年第 4 季的機構
機構2023 年第 3 季股數2023 年第 3 季市值
Jacob Asset Management of New York LLC53,546$337.6 萬
Pathstone Family Office, LLC16,775$106.9 萬
Ropes Wealth Advisors LLC12,915$81.4 萬
V Wealth Advisors LLC9,700$61.1 萬
First Republic Investment Management, Inc.5,240$33.0 萬
Column Capital Advisors, LLC2,249$14.2 萬
Antonetti Capital Management LLC500$3.15 萬
KB Financial Partners, LLC315$2.00 萬
Steward Financial Group LLC12$0