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 |
|---|---|---|---|---|---|
| Agf Management Ltd | 16,064 | $133.7 萬 | 0.01% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 16,147 | $134.4 萬 | 0.35% | +404+2.6% | 加碼 |
| Vident Advisory, LLC | 16,182 | $134.7 萬 | 0.03% | +4,754+41.6% | 加碼 |
| Cresset Asset Management, LLC | 16,221 | $135.1 萬 | 0.01% | −295−1.8% | 減碼 |
| Perigon Wealth Management, LLC | 16,299 | $135.7 萬 | 0.04% | +6,861+72.7% | 加碼 |
| Entropy Technologies, LP | 16,313 | $135.8 萬 | 0.25% | +16,313 | 新進 |
| Allianz Asset Management GmbH | 16,418 | $136.7 萬 | 0.00% | −4,914−23.0% | 減碼 |
| Granite Bay Wealth Management, LLC | 19,845 | $138.8 萬 | 0.01% | 00.0% | 不變 |
| Castle Rock Wealth Management, LLC | 18,315 | $140.1 萬 | 0.42% | +419+2.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 16,960 | $141.2 萬 | 0.02% | +6,622+64.1% | 加碼 |
| Lazard Asset Management LLC | 16,979 | $141.3 萬 | 0.00% | 00.0% | 不變 |
| Capital Group Investment Management Pte. Ltd. | 17,029 | $141.8 萬 | 0.15% | 00.0% | 不變 |
| AIA Group Ltd | 17,504 | $145.7 萬 | 0.06% | +6,244+55.5% | 加碼 |
| MetLife Investment Management | 17,627 | $146.8 萬 | 0.01% | −55−0.3% | 減碼 |
| Daiwa Securities Group Inc. | 17,652 | $147.0 萬 | 0.01% | +800+4.7% | 加碼 |
| Nisa Investment Advisors, LLC | 17,950 | $149.5 萬 | 0.01% | +1,000+5.9% | 加碼 |
| Park Avenue Securities LLC | 18,457 | $153.7 萬 | 0.02% | −1,303−6.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 18,602 | $154.9 萬 | 0.00% | +2,893+18.4% | 加碼 |
| Nordea Investment Management AB | 18,657 | $155.7 萬 | 0.00% | −17,921−49.0% | 減碼 |
| Ethic Inc. | 18,741 | $156.0 萬 | 0.05% | +3,286+21.3% | 加碼 |
| Employees Retirement System of Texas | 18,966 | $157.9 萬 | 0.02% | +18,966 | 新進 |
| Creative Planning | 19,550 | $162.8 萬 | 0.00% | +2,080+11.9% | 加碼 |
| Harbor Capital Advisors, Inc. | 19,887 | $165.6 萬 | 0.32% | −2,402−10.8% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 19,963 | $166.2 萬 | 0.00% | +8,938+81.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,974 | $166.3 萬 | 0.02% | 00.0% | 不變 |
| Profund Advisors LLC | 19,992 | $166.5 萬 | 0.07% | −1,990−9.1% | 減碼 |
| Lake Street Advisors Group, LLC | 20,712 | $172.4 萬 | 0.09% | +188+0.9% | 加碼 |
| Kestra Advisory Services, LLC | 20,894 | $174.0 萬 | 0.01% | −921−4.2% | 減碼 |
| Eagle Bay Advisors LLC | 21,005 | $174.9 萬 | 1.11% | +177+0.8% | 加碼 |
| D.A. Davidson & Co. | 21,077 | $175.5 萬 | 0.02% | −42−0.2% | 減碼 |
| Harvest Investment Services, LLC | 21,490 | $178.9 萬 | 0.82% | −6,652−23.6% | 減碼 |
| Penserra Capital Management LLC | 21,791 | $181.3 萬 | 0.03% | +20,299+1,360.5% | 加碼 |
| FORA Capital, LLC | 21,929 | $182.6 萬 | 0.16% | +21,929 | 新進 |
| Maryland State Retirement & Pension System | 22,367 | $186.2 萬 | 0.04% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 22,677 | $188.8 萬 | 0.05% | −2,494−9.9% | 減碼 |
| Millennium Management LLC | 22,748 | $189.4 萬 | 0.00% | −103,459−82.0% | 減碼 |
| JustInvest LLC | 22,845 | $190.2 萬 | 0.05% | +3,109+15.8% | 加碼 |
| Clear Harbor Asset Management, LLC | 23,197 | $193.1 萬 | 0.18% | −1,138−4.7% | 減碼 |
| CIBC Private Wealth Group, LLC | 23,251 | $193.6 萬 | 0.00% | +19,127+463.8% | 加碼 |
| Rational Advisors LLC | 23,500 | $195.7 萬 | 0.20% | +23,500 | 新進 |
| Macquarie Group Ltd | 23,692 | $197.3 萬 | 0.00% | +13,535+133.3% | 加碼 |
| Highland Capital Management, LLC | 23,737 | $197.6 萬 | 0.12% | +38+0.2% | 加碼 |
| Alps Advisors Inc | 23,805 | $198.2 萬 | 0.02% | −7,124−23.0% | 減碼 |
| Comerica Bank | 23,823 | $198.3 萬 | 0.01% | −621−2.5% | 減碼 |
| Executive Wealth Management, LLC | 23,904 | $199.0 萬 | 0.19% | +463+2.0% | 加碼 |
| Tiemann Investment Advisors, LLC | 24,141 | $201.0 萬 | 0.98% | −6,500−21.2% | 減碼 |
| Elo Mutual Pension Insurance Co | 24,172 | $201.3 萬 | 0.05% | +1,152+5.0% | 加碼 |
| Nomura Holdings Inc | 24,761 | $206.2 萬 | 0.02% | −61,709−71.4% | 減碼 |
| Dantai Capital Ltd | 24,980 | $208.0 萬 | 2.63% | +24,980 | 新進 |
| CI Private Wealth, LLC | 25,134 | $209.3 萬 | 0.00% | −4,298−14.6% | 減碼 |
| Sepio Capital, LP | 25,610 | $213.2 萬 | 0.18% | +1,186+4.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 25,925 | $215.9 萬 | 0.01% | +1,129+4.6% | 加碼 |
| CIBC World Markets Inc. | 26,018 | $216.6 萬 | 0.01% | +6,368+32.4% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 26,100 | $221.0 萬 | 0.04% | 00.0% | 不變 |
| Brighton Jones LLC | 26,656 | $221.9 萬 | 0.09% | +158+0.6% | 加碼 |
| Strategic Planning Group, LLC | 26,958 | $224.5 萬 | 0.74% | +26,958 | 新進 |
| Y.D. More Investments Ltd | 28,981 | $225.5 萬 | 0.46% | +4,188+16.9% | 加碼 |
| EFG Asset Management (Americas) Corp. | 27,274 | $227.1 萬 | 0.49% | +446+1.7% | 加碼 |
| Kingswood Wealth Advisors, LLC | 27,358 | $227.8 萬 | 0.26% | +132+0.5% | 加碼 |
| Point72 Hong Kong Ltd | 27,437 | $228.4 萬 | 0.14% | +27,437 | 新進 |
| Janus Henderson Group PLC | 27,451 | $228.5 萬 | 0.00% | −2,209−7.4% | 減碼 |
| Cetera Advisor Networks LLC | 27,729 | $230.9 萬 | 0.01% | +838+3.1% | 加碼 |
| Jasper Ridge Partners, L.P. | 27,835 | $231.8 萬 | 0.09% | −59,381−68.1% | 減碼 |
| Truist Financial Corp | 28,388 | $236.4 萬 | 0.00% | +331+1.2% | 加碼 |
| Lountzis Asset Management, LLC | 28,536 | $237.6 萬 | 1.30% | −186−0.6% | 減碼 |
| Private Advisory Group LLC | 29,629 | $246.7 萬 | 0.43% | −2,259−7.1% | 減碼 |
| Affinity Wealth Management LLC | 29,685 | $247.2 萬 | 0.51% | +29,685 | 新進 |
| Pathstone Holdings, LLC | 29,521 | $247.3 萬 | 0.01% | +29,521 | 新進 |
| Banque Cantonale Vaudoise | 29,815 | $248.2 萬 | 0.11% | −6,212−17.2% | 減碼 |
| ExodusPoint Capital Management, LP | 29,828 | $248.3 萬 | 0.03% | +25,328+562.8% | 加碼 |
| Nissay Asset Management Corp | 30,656 | $255.2 萬 | 0.02% | +1,420+4.9% | 加碼 |
| Lyell Wealth Management, LP | 30,673 | $255.4 萬 | 0.29% | +2,292+8.1% | 加碼 |
| Soltis Investment Advisors LLC | 31,235 | $260.1 萬 | 0.29% | −17−0.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 31,457 | $261.9 萬 | 0.01% | −637−2.0% | 減碼 |
| Achmea Investment Management B.V. | 31,902 | $265.7 萬 | 0.05% | −16,072−33.5% | 減碼 |
| British Columbia Investment Management Corp | 32,009 | $266.5 萬 | 0.02% | +7,008+28.0% | 加碼 |
| Blair William & Co | 33,915 | $282.4 萬 | 0.01% | −8,224−19.5% | 減碼 |
| Independent Advisor Alliance | 35,106 | $292.3 萬 | 0.11% | +725+2.1% | 加碼 |
| KBC Group NV | 35,166 | $292.8 萬 | 0.01% | −7,622−17.8% | 減碼 |
| CFM Wealth Partners LLC | 35,300 | $293.9 萬 | 0.66% | +382+1.1% | 加碼 |
| Amalgamated Bank | 35,826 | $298.3 萬 | 0.02% | −2,053−5.4% | 減碼 |
| Toronto Dominion Bank | 36,420 | $303.2 萬 | 0.00% | −16,334−31.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 36,751 | $306.0 萬 | 0.03% | −110−0.3% | 減碼 |
| Andra AP-fonden | 37,400 | $311.4 萬 | 0.16% | −27,600−42.5% | 減碼 |
| Stifel Financial Corp | 38,003 | $316.4 萬 | 0.00% | +1,671+4.6% | 加碼 |
| CTC LLC | 38,071 | $317.0 萬 | 0.03% | −53,984−58.6% | 減碼 |
| Xponance, Inc. | 38,945 | $324.3 萬 | 0.04% | −1,739−4.3% | 減碼 |
| EFG Asset Management (North America) Corp. | 39,371 | $327.8 萬 | 0.62% | −10,124−20.5% | 減碼 |
| Wolverine Asset Management LLC | 39,404 | $328.1 萬 | 0.05% | −48,893−55.4% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 39,793 | $331.3 萬 | 0.01% | −1,484−3.6% | 減碼 |
| Firsthand Capital Management, Inc. | 80,000 | $333.0 萬 | 4.86% | +40,000+100.0% | 加碼 |
| Alight Capital Management LP | 40,000 | $333.0 萬 | 1.07% | +40,000 | 新進 |
| TownSquare Capital, LLC | 40,294 | $335.5 萬 | 0.06% | −2,676−6.2% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 40,891 | $340.5 萬 | 0.06% | +40,891 | 新進 |
| Candriam Luxembourg S.C.A. | 41,345 | $344.3 萬 | 0.02% | +167+0.4% | 加碼 |
| Rafferty Asset Management, LLC | 42,139 | $350.8 萬 | 0.01% | −1,000−2.3% | 減碼 |
| Pier 88 Investment Partners LLC | 43,330 | $360.8 萬 | 0.91% | +21,690+100.2% | 加碼 |
| Ambassador Advisors, LLC | 44,716 | $361.4 萬 | 0.80% | −20,374−31.3% | 減碼 |
| Intech Investment Management LLC | 43,602 | $363.0 萬 | 0.05% | −8,047−15.6% | 減碼 |
| AE Wealth Management LLC | 46,244 | $370.8 萬 | 0.02% | −6,893−13.0% | 減碼 |