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 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 | 1,228 | $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 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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 7,048 | $58.7 萬 | 0.04% | −607−7.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 7,132 | $59.4 萬 | 0.00% | +824+13.1% | 加碼 |
| Oppenheimer & Co Inc | 7,135 | $59.4 萬 | 0.01% | +1,318+22.7% | 加碼 |
| Moneta Group Investment Advisors LLC | 7,285 | $60.7 萬 | 0.01% | −19−0.3% | 減碼 |
| Janney Montgomery Scott LLC | 7,395 | $61.5 萬 | 0.00% | +3,323+81.6% | 加碼 |
| MAI Capital Management | 7,493 | $62.4 萬 | 0.01% | +118+1.6% | 加碼 |
| Atlas Brown,Inc. | 7,700 | $64.1 萬 | 0.27% | +300+4.1% | 加碼 |
| CIBC World Markets Corp | 7,743 | $64.5 萬 | 0.00% | +7,743 | 新進 |
| Cerity Partners LLC | 7,801 | $64.9 萬 | 0.00% | +7,801 | 新進 |
| Freestone Capital Holdings, LLC | 7,890 | $65.7 萬 | 0.03% | +7,890 | 新進 |
| Texas Treasury Safekeeping Trust Co | 7,926 | $66.0 萬 | 0.06% | 00.0% | 不變 |
| Pitcairn Co | 7,960 | $66.3 萬 | 0.05% | −1,242−13.5% | 減碼 |
| DC Investments Management, LLC | 8,118 | $67.6 萬 | 0.69% | 00.0% | 不變 |
| Independent Financial Group, LLC | 8,210 | $68.4 萬 | 0.04% | −2,171−20.9% | 減碼 |
| STRS Ohio | 8,239 | $68.5 萬 | 0.00% | −567−6.4% | 減碼 |
| Swedbank AB | 8,285 | $69.0 萬 | 0.00% | −139,700−94.4% | 減碼 |
| Acadian Asset Management LLC | 8,417 | $69.8 萬 | 0.00% | +6,594+361.7% | 加碼 |
| Wolverine Trading, LLC | 8,639 | $71.9 萬 | 0.01% | −42,415−83.1% | 減碼 |
| Parsons Capital Management Inc | 8,642 | $72.0 萬 | 0.05% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 8,674 | $72.2 萬 | 0.01% | +3,513+68.1% | 加碼 |
| Sigma Planning Corp | 8,700 | $72.4 萬 | 0.06% | +281+3.3% | 加碼 |
| Neuberger Berman Group LLC | 8,726 | $72.7 萬 | 0.00% | −610−6.5% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 8,796 | $73.2 萬 | 0.04% | +787+9.8% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 8,808 | $73.3 萬 | 0.00% | −212−2.4% | 減碼 |
| Teza Capital Management LLC | 8,811 | $73.4 萬 | 0.12% | +8,811 | 新進 |
| Bank of Nova Scotia | 8,944 | $74.5 萬 | 0.00% | −4,716−34.5% | 減碼 |
| CIBC Asset Management Inc | 9,189 | $76.5 萬 | 0.00% | −683−6.9% | 減碼 |
| Prelude Capital Management, LLC | 9,235 | $76.9 萬 | 0.07% | +9,235 | 新進 |
| Signaturefd, LLC | 9,261 | $77.1 萬 | 0.02% | +565+6.5% | 加碼 |
| Meridian Wealth Management, LLC | 9,398 | $78.2 萬 | 0.05% | −367−3.8% | 減碼 |
| Prudential PLC | 9,406 | $78.3 萬 | 0.01% | +2,381+33.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 9,525 | $79.3 萬 | 0.00% | +1,366+16.7% | 加碼 |
| Advisory Resource Group | 9,543 | $79.5 萬 | 0.20% | −2,191−18.7% | 減碼 |
| Financial Advisory Service, Inc. | 9,755 | $81.2 萬 | 0.08% | −1,000−9.3% | 減碼 |
| Cetera Advisors LLC | 9,840 | $81.9 萬 | 0.01% | −736−7.0% | 減碼 |
| Duality Advisers, LP | 9,852 | $82.0 萬 | 0.09% | +9,852 | 新進 |
| Seaport Global Advisors, LLC | 9,924 | $82.6 萬 | 1.98% | +9,924 | 新進 |
| LJI Wealth Management, LLC | 9,950 | $82.8 萬 | 0.21% | −300−2.9% | 減碼 |
| Hel Ved Capital Management Ltd | 9,987 | $83.2 萬 | 0.25% | +1,616+19.3% | 加碼 |
| UBS Oconnor LLC | 10,000 | $83.3 萬 | 0.03% | −35,000−77.8% | 減碼 |
| Steel Peak Wealth Management LLC | 10,000 | $83.3 萬 | 0.05% | 00.0% | 不變 |
| Morgens Waterfall Vintiadis & Co Inc | 10,000 | $83.3 萬 | 0.64% | +10,000 | 新進 |
| Symmetry Peak Management LLC | 10,000 | $83.3 萬 | 3.23% | +10,000 | 新進 |
| Malaga Cove Capital, LLC | 10,082 | $83.9 萬 | 0.35% | −1,347−11.8% | 減碼 |
| Guggenheim Capital LLC | 10,132 | $84.4 萬 | 0.01% | −4,839−32.3% | 減碼 |
| Farther Finance Advisors, LLC | 10,140 | $84.4 萬 | 0.06% | +210+2.1% | 加碼 |
| Group One Trading, L.P. | 10,190 | $84.8 萬 | 0.03% | +10,190 | 新進 |
| Calamos Advisors LLC | 10,312 | $85.9 萬 | 0.00% | +10,312 | 新進 |
| Western Financial Corp | 10,339 | $86.1 萬 | 0.58% | −95−0.9% | 減碼 |
| Foundations Investment Advisors, LLC | 10,912 | $86.9 萬 | 0.02% | +10,912 | 新進 |
| Jennison Associates LLC | 10,438 | $86.9 萬 | 0.00% | +10,438 | 新進 |
| Commerce Bank | 10,484 | $87.3 萬 | 0.01% | −1,449−12.1% | 減碼 |
| Panagora Asset Management Inc | 10,833 | $90.2 萬 | 0.01% | +3,033+38.9% | 加碼 |
| Ieq Capital, LLC | 11,151 | $92.8 萬 | 0.02% | +708+6.8% | 加碼 |
| Grandview Asset Management LLC | 11,281 | $93.9 萬 | 0.49% | −595−5.0% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 11,357 | $94.6 萬 | 0.02% | 00.0% | 不變 |
| Captrust Financial Advisors | 11,400 | $94.9 萬 | 0.00% | +2,286+25.1% | 加碼 |
| Federated Hermes, Inc. | 11,447 | $95.3 萬 | 0.00% | +11,447 | 新進 |
| Householder Group Estate & Retirement Specialist, LLC | 11,680 | $97.2 萬 | 0.32% | +1,773+17.9% | 加碼 |
| Lido Advisors, LLC | 11,793 | $98.2 萬 | 0.01% | +42+0.4% | 加碼 |
| PDT Partners, LLC | 11,815 | $98.4 萬 | 0.11% | +15+0.1% | 加碼 |
| Thrivent Financial for Lutherans | 11,846 | $98.6 萬 | 0.00% | +924+8.5% | 加碼 |
| Geneos Wealth Management Inc. | 11,874 | $98.9 萬 | 0.05% | +391+3.4% | 加碼 |
| Green Alpha Advisors, LLC | 12,018 | $100.1 萬 | 0.72% | +5,390+81.3% | 加碼 |
| Afg Fiduciary Services Limited Partnership | 12,597 | $100.3 萬 | 0.82% | −1,231−8.9% | 減碼 |
| Worldquant Millennium Advisors LLC | 12,217 | $101.7 萬 | 0.01% | −92,743−88.4% | 減碼 |
| Jackson Square Capital, LLC | 12,420 | $103.4 萬 | 0.33% | +1,395+12.7% | 加碼 |
| Codex Capital, L.L.C. | 12,600 | $104.9 萬 | 0.61% | −1,800−12.5% | 減碼 |
| Teacher Retirement System of Texas | 12,645 | $105.3 萬 | 0.01% | −8,665−40.7% | 減碼 |
| MBM Wealth Consultants, LLC | 12,516 | $105.5 萬 | 0.39% | −997−7.4% | 減碼 |
| Van Hulzen Asset Management, LLC | 12,818 | $106.7 萬 | 0.08% | −966−7.0% | 減碼 |
| AustralianSuper Pty Ltd | 12,846 | $107.0 萬 | 0.01% | 00.0% | 不變 |
| Choate Investment Advisors | 12,908 | $107.5 萬 | 0.03% | +12,908 | 新進 |
| Barings LLC | 12,978 | $108.1 萬 | 0.03% | +214+1.7% | 加碼 |
| Vinva Investment Management Ltd | 12,821 | $108.6 萬 | 0.08% | +6,182+93.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 13,105 | $109.1 萬 | 0.00% | −30.0% | 減碼 |
| Leonteq Securities AG | 13,410 | $111.7 萬 | 0.14% | −2,208−14.1% | 減碼 |
| Engineers Gate Manager LP | 13,443 | $111.9 萬 | 0.03% | +13,443 | 新進 |
| Toroso Investments, LLC | 13,453 | $112.0 萬 | 0.03% | +2,237+19.9% | 加碼 |
| Jump Financial, LLC | 13,572 | $113.0 萬 | 0.04% | +8,472+166.1% | 加碼 |
| Mackenzie Financial Corp | 13,665 | $113.8 萬 | 0.00% | −472−3.3% | 減碼 |
| Churchill Management Corp | 13,690 | $114.0 萬 | 0.02% | +13,690 | 新進 |
| Insight Holdings Group, LLC | 13,700 | $114.1 萬 | 0.03% | +13,700 | 新進 |
| Swiss Life Asset Management Ltd | 13,702 | $114.3 萬 | 0.01% | −34,477−71.6% | 減碼 |
| Avitas Wealth Management LLC | 13,733 | $114.3 萬 | 0.19% | +369+2.8% | 加碼 |
| L & S Advisors Inc | 13,839 | $115.2 萬 | 0.14% | +10,339+295.4% | 加碼 |
| Prudential Financial Inc | 13,909 | $115.8 萬 | 0.00% | +1,309+10.4% | 加碼 |
| Burr Financial Services, LLC | 15,409 | $116.5 萬 | 0.89% | +15,409 | 新進 |
| Blue Barn Wealth, LLC | 14,430 | $120.1 萬 | 0.71% | −193−1.3% | 減碼 |
| Wealthfront Advisers LLC | 14,529 | $121.0 萬 | 0.00% | −912−5.9% | 減碼 |
| M&T Bank Corp | 14,553 | $121.1 萬 | 0.00% | +3,283+29.1% | 加碼 |
| ARS Investment Partners, LLC | 14,587 | $121.5 萬 | 0.13% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 15,097 | $125.7 萬 | 0.02% | +9,194+155.8% | 加碼 |
| Private Advisor Group, LLC | 15,300 | $127.4 萬 | 0.01% | +5,905+62.9% | 加碼 |
| Verition Fund Management LLC | 15,482 | $128.9 萬 | 0.01% | +1,602+11.5% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 15,500 | $129.1 萬 | 1.07% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 15,572 | $129.7 萬 | 0.69% | −10,354−39.9% | 減碼 |
| Old Well Partners, LLC | 15,600 | $129.9 萬 | 1.21% | −8,600−35.5% | 減碼 |
| Aspiriant, LLC | 15,772 | $131.3 萬 | 0.06% | +3,119+24.7% | 加碼 |
| Rockefeller Capital Management L.P. | 16,019 | $133.4 萬 | 0.00% | +720+4.7% | 加碼 |