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 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 | $697.8 億 |
| 2026 年第 1 季 | 1,139 | $570.6 億 |
| 2025 年第 4 季 | 1,091 | $548.2 億 |
| 2025 年第 3 季 | 1,039 | $591.4 億 |
| 2025 年第 2 季 | 947 | $543.2 億 |
| 2025 年第 1 季 | 872 | $297.5 億 |
| 2024 年第 4 季 | 772 | $284.2 億 |
| 2024 年第 3 季 | 680 | $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 |
|---|---|---|---|---|---|
| Tredje AP-fonden | 44,539 | $370.8 萬 | 0.05% | −2,097−4.5% | 減碼 |
| Cetera Investment Advisers | 44,616 | $371.5 萬 | 0.03% | +212+0.5% | 加碼 |
| MML Investors Services, LLC | 45,068 | $375.2 萬 | 0.02% | +2,848+6.7% | 加碼 |
| Moore Capital Management, LP | 45,674 | $380.3 萬 | 0.09% | +45,674 | 新進 |
| DekaBank Deutsche Girozentrale | 45,417 | $381.3 萬 | 0.01% | +3,650+8.7% | 加碼 |
| US Bancorp | 47,184 | $392.9 萬 | 0.01% | −2,497−5.0% | 減碼 |
| SWS Partners | 49,138 | $409.1 萬 | 1.33% | −798−1.6% | 減碼 |
| Susquehanna International Group, LLP | 49,620 | $413.1 萬 | 0.01% | −4,415−8.2% | 減碼 |
| Utah Retirement Systems | 50,362 | $419.3 萬 | 0.05% | −16,613−24.8% | 減碼 |
| Evercore Wealth Management, LLC | 50,750 | $422.5 萬 | 0.07% | +8,850+21.1% | 加碼 |
| Taylor Frigon Capital Management LLC | 51,312 | $427.2 萬 | 2.14% | −1,183−2.3% | 減碼 |
| Forsta Ap-Fonden | 52,400 | $436.3 萬 | 0.04% | −5,100−8.9% | 減碼 |
| Trexquant Investment LP | 53,147 | $442.5 萬 | 0.10% | +27,531+107.5% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 53,720 | $447.3 萬 | 0.03% | +309+0.6% | 加碼 |
| APG Asset Management US Inc. | 55,131 | $459.0 萬 | 0.03% | +55,131 | 新進 |
| USS Investment Management Ltd | 55,191 | $459.5 萬 | 0.04% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 55,356 | $460.9 萬 | 0.21% | +16,827+43.7% | 加碼 |
| Raymond James & Associates | 55,857 | $465.1 萬 | 0.00% | +41,920+300.8% | 加碼 |
| Titleist Asset Management, LLC | 56,852 | $473.3 萬 | 0.88% | −968−1.7% | 減碼 |
| IFM Investors Pty Ltd | 57,915 | $482.2 萬 | 0.06% | −3,757−6.1% | 減碼 |
| Circle Wealth Management, LLC | 58,485 | $486.9 萬 | 0.12% | +381+0.7% | 加碼 |
| Schroder Investment Management Group | 58,671 | $488.5 萬 | 0.01% | −701−1.2% | 減碼 |
| Commonwealth Equity Services, LLC | 59,369 | $494.3 萬 | 0.01% | +2,448+4.3% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 60,691 | $505.3 萬 | 0.02% | +35,363+139.6% | 加碼 |
| DnB Asset Management AS | 61,558 | $512.5 萬 | 0.03% | −3,163−4.9% | 減碼 |
| Capital International Inc | 61,679 | $513.5 萬 | 0.08% | +8,285+15.5% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 65,628 | $546.4 萬 | 0.07% | −500−0.8% | 減碼 |
| TD Asset Management Inc | 65,702 | $547.0 萬 | 0.01% | +7,230+12.4% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 65,790 | $547.8 萬 | 0.02% | +3,164+5.1% | 加碼 |
| Mercer Global Advisors Inc | 65,883 | $548.5 萬 | 0.02% | −15,023−18.6% | 減碼 |
| Advisor Group Holdings, Inc. | 66,729 | $555.5 萬 | 0.01% | −8,931−11.8% | 減碼 |
| Point72 Middle East FZE | 67,531 | $562.3 萬 | 0.39% | +67,531 | 新進 |
| Aviva PLC | 67,881 | $565.2 萬 | 0.02% | −71,691−51.4% | 減碼 |
| RMB Capital Management, LLC | 67,897 | $565.3 萬 | 0.17% | +13,473+24.8% | 加碼 |
| Nomura Asset Management Co Ltd | 69,760 | $580.8 萬 | 0.02% | +4,300+6.6% | 加碼 |
| Avalon Global Asset Management LLC | 70,400 | $586.2 萬 | 2.30% | 00.0% | 不變 |
| HighTower Advisors, LLC | 70,888 | $589.3 萬 | 0.01% | +15,698+28.4% | 加碼 |
| Privium Fund Management B.V. | 75,000 | $595.1 萬 | 1.66% | 00.0% | 不變 |
| Maytus Capital Management, LLC | 72,433 | $603.1 萬 | 2.41% | −12,567−14.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 74,924 | $623.8 萬 | 0.02% | −1,844−2.4% | 減碼 |
| Principal Financial Group Inc | 76,017 | $632.9 萬 | 0.00% | −4,071−5.1% | 減碼 |
| Russell Investments Group, Ltd. | 75,678 | $635.5 萬 | 0.01% | +1,368+1.8% | 加碼 |
| Graham Capital Management, L.P. | 76,387 | $636.0 萬 | 0.20% | +76,387 | 新進 |
| Kessler Investment Group, LLC | 76,413 | $636.2 萬 | 3.90% | +76,413 | 新進 |
| O'Neil Global Advisors, Inc. | 77,260 | $643.3 萬 | 3.74% | +77,260 | 新進 |
| Victory Capital Management Inc | 77,817 | $647.9 萬 | 0.01% | −32,312−29.3% | 減碼 |
| Davy Global Fund Management Ltd | 77,994 | $649.4 萬 | 0.77% | −2,687−3.3% | 減碼 |
| BCJ Capital Management, LLC | 78,467 | $653.3 萬 | 0.57% | +78,467 | 新進 |
| Sentinel Trust Co Lba | 80,718 | $672.1 萬 | 0.88% | 00.0% | 不變 |
| Capital International Ltd | 80,748 | $672.3 萬 | 0.34% | +585+0.7% | 加碼 |
| Erste Asset Management GmbH | 80,950 | $674.0 萬 | 0.10% | 00.0% | 不變 |
| Mariner, LLC | 83,271 | $693.3 萬 | 0.02% | −2,173−2.5% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 84,636 | $704.8 萬 | 0.08% | −11,990−12.4% | 減碼 |
| Capital International Sarl | 88,354 | $735.6 萬 | 0.28% | +9,633+12.2% | 加碼 |
| Korea Investment CORP | 89,358 | $744.0 萬 | 0.02% | +37,028+70.8% | 加碼 |
| Arizona State Retirement System | 93,872 | $781.6 萬 | 0.06% | +18,835+25.1% | 加碼 |
| Baker Chad R | 95,715 | $796.9 萬 | 1.79% | +63,520+197.3% | 加碼 |
| Tudor Investment Corp Et Al | 96,072 | $799.9 萬 | 0.11% | −11,013−10.3% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 96,555 | $803.9 萬 | 0.51% | +47,597+97.2% | 加碼 |
| Fred Alger Management, LLC | 97,099 | $808.4 萬 | 0.04% | +26,703+37.9% | 加碼 |
| SEI Investments Co | 97,603 | $812.7 萬 | 0.01% | +1,406+1.5% | 加碼 |
| Standard Life Aberdeen plc | 99,685 | $830.0 萬 | 0.02% | +50,819+104.0% | 加碼 |
| Nwi Management LP | 100,000 | $832.6 萬 | 1.69% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 100,790 | $839.2 萬 | 0.22% | −7,045−6.5% | 減碼 |
| LGT Group Foundation | 100,200 | $848.5 萬 | 0.19% | −11,529−10.3% | 減碼 |
| Royal London Asset Management Ltd | 109,039 | $907.9 萬 | 0.03% | +1,845+1.7% | 加碼 |
| Storebrand Asset Management AS | 116,327 | $968.5 萬 | 0.04% | +18,930+19.4% | 加碼 |
| Public Employees Retirement System of Ohio | 121,762 | $1,014 萬 | 0.04% | +4,567+3.9% | 加碼 |
| Handelsbanken Fonder AB | 122,940 | $1,024 萬 | 0.05% | +28,548+30.2% | 加碼 |
| Pinebridge Investments, L.P. | 125,485 | $1,045 萬 | 0.10% | +51,499+69.6% | 加碼 |
| LPL Financial LLC | 125,936 | $1,049 萬 | 0.01% | +11,426+10.0% | 加碼 |
| Treasurer of the State of North Carolina | 128,956 | $1,074 萬 | 0.05% | −845−0.7% | 減碼 |
| Mizuho Markets Americas LLC | 130,068 | $1,083 萬 | 0.33% | +55,943+75.5% | 加碼 |
| QRG Capital Management, Inc. | 132,628 | $1,104 萬 | 0.16% | −12,761−8.8% | 減碼 |
| Forte Capital LLC | 134,500 | $1,120 萬 | 1.53% | −1,145−0.8% | 減碼 |
| HSBC Holdings PLC | 138,730 | $1,157 萬 | 0.01% | −42,472−23.4% | 減碼 |
| State of Wisconsin Investment Board | 143,451 | $1,194 萬 | 0.03% | −2,895−2.0% | 減碼 |
| GAM Holding AG | 148,506 | $1,236 萬 | 0.92% | −25,410−14.6% | 減碼 |
| Carnegie Capital Asset Management, LLC | 152,760 | $1,272 萬 | 0.44% | +16,040+11.7% | 加碼 |
| Long Walk Management LP | 153,000 | $1,274 萬 | 8.25% | −103,500−40.4% | 減碼 |
| Citigroup Inc | 156,546 | $1,303 萬 | 0.02% | +24,274+18.4% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 156,781 | $1,305 萬 | 0.12% | −18,309−10.5% | 減碼 |
| State of New Jersey Common Pension Fund D | 158,093 | $1,316 萬 | 0.04% | 00.0% | 不變 |
| Berkshire Capital Holdings Inc | 159,750 | $1,330 萬 | 6.01% | +15,560+10.8% | 加碼 |
| Pictet Asset Management Holding SA | 160,208 | $1,334 萬 | 0.01% | −4,665−2.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 163,384 | $1,360 萬 | 0.17% | +163,384 | 新進 |
| 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 |
| RPG Investment Advisory, LLC | 165,868 | $1,381 萬 | 2.25% | −24,852−13.0% | 減碼 |
| Degroof Petercam Asset Management | 167,461 | $1,394 萬 | 0.18% | +167,461 | 新進 |
| JPMorgan Chase & Co | 175,073 | $1,458 萬 | 0.00% | −1,582,137−90.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 176,650 | $1,471 萬 | 0.02% | +172,550+4,208.5% | 加碼 |
| Jane Street Group, LLC | 180,888 | $1,506 萬 | 0.02% | −32,546−15.2% | 減碼 |
| APG Asset Management N.V. | 202,047 | $1,523 萬 | 0.03% | −8,865−4.2% | 減碼 |
| Los Angeles Capital Management LLC | 188,370 | $1,568 萬 | 0.06% | +184,977+5,451.7% | 加碼 |
| Citadel Advisors LLC | 195,317 | $1,626 萬 | 0.02% | −2,449,962−92.6% | 減碼 |
| Allen Investment Management LLC | 195,490 | $1,628 萬 | 0.22% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 203,571 | $1,695 萬 | 0.01% | −10,915−5.1% | 減碼 |
| Readystate Asset Management LP | 208,858 | $1,739 萬 | 1.04% | +63,266+43.5% | 加碼 |
| Asset Management One Co.,Ltd. | 213,306 | $1,806 萬 | 0.07% | +11,992+6.0% | 加碼 |