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。
2024 年第 1 季 13F 持有人
Cloudflare, Inc. 在 2024/3/31 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
- 730
- 較 2023 年第 4 季 +38 家
- 持有股數
- 3.54 億
- 較 2023 年第 4 季 +2,427 萬 (+7.4%)
- 總市值
- $308.8 億
- 較 2023 年第 4 季 +$64.7 億 (+26.5%)
- 新進機構
- 114
- 另有 289 家加碼
- 清倉機構
- 76
- 另有 209 家減碼
另有 9 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 83,547,825 | $81.0 億 | 0.22% | +22,802,145+37.5% | 加碼 |
| Baillie Gifford & Co | 30,147,274 | $29.2 億 | 2.27% | −791,403−2.6% | 減碼 |
| Vanguard Group Inc | 28,572,053 | $27.7 億 | 0.05% | +412,864+1.5% | 加碼 |
| Capital World Investors | 28,128,522 | $27.2 億 | 0.45% | +584,566+2.1% | 加碼 |
| BlackRock Inc. | 17,022,576 | $16.7 億 | 0.04% | +372,403+2.2% | 加碼 |
| FMR LLC | 15,120,480 | $14.8 億 | 0.10% | +505,630+3.5% | 加碼 |
| State Street Corp | 6,233,539 | $6.30 億 | 0.03% | +190,321+3.1% | 加碼 |
| Sands Capital Management, LLC | 6,466,122 | $6.26 億 | 1.75% | −4,127,520−39.0% | 減碼 |
| First Trust Advisors LP | 5,135,170 | $4.97 億 | 0.50% | +127,922+2.6% | 加碼 |
| Geode Capital Management, LLC | 4,509,955 | $4.36 億 | 0.04% | +202,584+4.7% | 加碼 |
| Voya Investment Management LLC | 2,781,213 | $4.25 億 | 0.42% | −235,679−7.8% | 減碼 |
| Legal & General Group Plc | 3,092,205 | $2.99 億 | 0.09% | −221,772−6.7% | 減碼 |
| Franklin Resources Inc | 2,104,909 | $2.82 億 | 0.09% | −317,283−13.1% | 減碼 |
| 1832 Asset Management L.P. | 2,622,400 | $2.54 億 | 0.46% | −294,200−10.1% | 減碼 |
| Polar Capital Holdings Plc | 2,545,244 | $2.46 億 | 1.29% | +1,815,021+248.6% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 2,362,091 | $2.29 億 | 2.86% | −90,386−3.7% | 減碼 |
| Two Sigma Advisers, LP | 2,246,500 | $2.18 億 | 0.50% | +259,500+13.1% | 加碼 |
| Linden Advisors LP | – | $1.90 億 | 1.51% | – | – |
| Two Sigma Investments, LP | 1,817,647 | $1.76 億 | 0.43% | −291,082−13.8% | 減碼 |
| Northern Trust Corp | 1,692,878 | $1.64 億 | 0.03% | −20,563−1.2% | 減碼 |
| JPMorgan Chase & Co | 1,548,260 | $1.62 億 | 0.01% | +1,198,114+342.2% | 加碼 |
| Invesco Ltd. | 1,577,424 | $1.61 億 | 0.03% | +467,028+42.1% | 加碼 |
| Voloridge Investment Management, LLC | 1,663,499 | $1.61 億 | 0.59% | +666,205+66.8% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,641,979 | $1.59 億 | 0.11% | −36,951−2.2% | 減碼 |
| Deutsche Bank AG | 1,581,240 | $1.53 億 | 0.07% | +222,156+16.3% | 加碼 |
| Squarepoint Ops LLC | 1,423,279 | $1.38 億 | 0.57% | +1,002,500+238.2% | 加碼 |
| Strategy Capital LLC | 1,370,876 | $1.33 億 | 13.48% | +27,622+2.1% | 加碼 |
| Norges Bank | 1,320,255 | $1.28 億 | 0.02% | −1,344,380−50.5% | 減碼 |
| Royal Bank of Canada | 1,312,515 | $1.27 億 | 0.03% | −88,126−6.3% | 減碼 |
| UBS Asset Management Americas Inc | 1,216,422 | $1.21 億 | 0.04% | +51,797+4.4% | 加碼 |
| Bank of New York Mellon Corp | 2,115,786 | $1.19 億 | 0.02% | −94,198−4.3% | 減碼 |
| Optimus Prime Fund Management Co., Ltd. | 1,205,000 | $1.17 億 | 11.65% | +275,000+29.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,169,881 | $1.13 億 | 0.26% | −102,746−8.1% | 減碼 |
| American Century Companies Inc | 1,117,504 | $1.08 億 | 0.07% | −97,147−8.0% | 減碼 |
| Charles Schwab Investment Management Inc | 1,072,433 | $1.04 億 | 0.02% | +41,751+4.1% | 加碼 |
| Credit Suisse AG | 1,039,634 | $1.01 億 | 0.10% | −70,027−6.3% | 減碼 |
| Bank of America Corp | 903,699 | $9,225 萬 | 0.01% | +5,363+0.6% | 加碼 |
| Nikko Asset Management Americas, Inc. | 932,834 | $9,033 萬 | 0.90% | −68,388−6.8% | 減碼 |
| Steelhead Partners LLC | – | $8,970 萬 | 4.71% | – | – |
| Swiss National Bank | 886,900 | $8,588 萬 | 0.06% | +17,700+2.0% | 加碼 |
| Price T Rowe Associates Inc | 875,183 | $8,475 萬 | 0.01% | +149,866+20.7% | 加碼 |
| Bamco Inc | 845,046 | $8,183 萬 | 0.22% | −90,239−9.6% | 減碼 |
| Penserra Capital Management LLC | 835,596 | $8,091 萬 | 1.02% | +813,805+3,734.6% | 加碼 |
| Goldman Sachs Group Inc | 785,811 | $7,609 萬 | 0.02% | −138,816−15.0% | 減碼 |
| Qube Research & Technologies Ltd | 759,109 | $7,350 萬 | 0.13% | +409,932+117.4% | 加碼 |
| Nuveen Asset Management, LLC | 736,523 | $7,132 萬 | 0.02% | −90,466−10.9% | 減碼 |
| Wolverine Asset Management LLC | – | $7,108 萬 | 1.36% | – | – |
| Marshall Wace, LLP | 693,201 | $6,712 萬 | 0.11% | +173,186+33.3% | 加碼 |
| Amundi | 704,756 | $6,611 萬 | 0.03% | +74,976+11.9% | 加碼 |
| Lazard Asset Management LLC | 17,573 | $6,543 萬 | 0.08% | +594+3.5% | 加碼 |
| Ensign Peak Advisors, Inc | 638,706 | $6,185 萬 | 0.11% | +42,126+7.1% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 185,356 | $5,922 萬 | 1.38% | – | – |
| Bessemer Group Inc | 595,509 | $5,766 萬 | 0.10% | −350,585−37.1% | 減碼 |
| Calamos Advisors LLC | 5,437 | $5,709 萬 | 0.28% | −4,875−47.3% | 減碼 |
| Peregrine Capital Management LLC | 548,807 | $5,314 萬 | 1.52% | −9,086−1.6% | 減碼 |
| California Public Employees Retirement System | 517,145 | $5,008 萬 | 0.04% | −7,602−1.4% | 減碼 |
| Barclays PLC | 404,596 | $4,824 萬 | 0.02% | +95,579+30.9% | 加碼 |
| Man Group plc | 446,533 | $4,605 萬 | 0.12% | +210,940+89.5% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 472,107 | $4,571 萬 | 0.11% | +2,756+0.6% | 加碼 |
| Los Angeles Capital Management LLC | 453,651 | $4,393 萬 | 0.15% | +265,281+140.8% | 加碼 |
| California State Teachers Retirement System | 447,813 | $4,336 萬 | 0.05% | +20,533+4.8% | 加碼 |
| National Pension Service | 425,090 | $4,116 萬 | 0.05% | −14,739−3.4% | 減碼 |
| Ameriprise Financial Inc | 407,050 | $3,941 萬 | 0.01% | −94,291−18.8% | 減碼 |
| SW Investment Management LLC | 400,000 | $3,873 萬 | 12.44% | −50,000−11.1% | 減碼 |
| Rhumbline Advisers | 395,301 | $3,828 萬 | 0.04% | +5,036+1.3% | 加碼 |
| Capital Fund Management S.A. | 395,137 | $3,826 萬 | 0.47% | +175,175+79.6% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 393,380 | $3,809 萬 | 0.26% | −47,488−10.8% | 減碼 |
| SpiderRock Advisors, LLC | 398,776 | $3,774 萬 | 1.22% | +398,776 | 新進 |
| La Financiere de L'Echiquier | 382,600 | $3,705 萬 | 1.60% | −25,000−6.1% | 減碼 |
| UBS Group AG | 377,171 | $3,652 萬 | 0.01% | +152,219+67.7% | 加碼 |
| Value Star Asset Management (Hong Kong) Ltd | 352,800 | $3,416 萬 | 11.78% | 00.0% | 不變 |
| Pinebridge Investments, L.P. | 349,283 | $3,380 萬 | 0.27% | +223,798+178.3% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 335,406 | $3,248 萬 | 2.58% | −122,559−26.8% | 減碼 |
| Great West Life Assurance Co | 330,781 | $3,202 萬 | 0.06% | −49,893−13.1% | 減碼 |
| Alliancebernstein L.P. | 330,272 | $3,198 萬 | 0.01% | −26,165−7.3% | 減碼 |
| Dimensional Fund Advisors LP | 325,393 | $3,151 萬 | 0.01% | +39,789+13.9% | 加碼 |
| Whetstone Capital Advisors, LLC | 323,059 | $3,128 萬 | 13.69% | −1300.0% | 減碼 |
| Nine Masts Capital Ltd | – | $3,101 萬 | 8.11% | – | 新進 |
| Sculptor Capital LP | – | $3,001 萬 | 0.66% | – | – |
| Vontobel Holding Ltd. | 306,089 | $2,964 萬 | 0.24% | +27,224+9.8% | 加碼 |
| Walleye Capital LLC | 73,124 | $2,963 萬 | 0.32% | +68,978+1,663.7% | 加碼 |
| HSBC Holdings PLC | 297,970 | $2,884 萬 | 0.02% | +159,240+114.8% | 加碼 |
| Danske Bank A/S | 292,992 | $2,837 萬 | 0.09% | +292,992 | 新進 |
| Natixis | 292,619 | $2,833 萬 | 0.16% | +292,619 | 新進 |
| Davidson Kempner Capital Management LP | – | $2,808 萬 | 0.42% | – | – |
| Verition Fund Management LLC | 16,006 | $2,786 萬 | 0.27% | +524+3.4% | 加碼 |
| Trexquant Investment LP | 283,376 | $2,744 萬 | 0.55% | +230,229+433.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 85,772 | $2,679 萬 | 0.03% | −90,878−51.4% | 減碼 |
| Quadrature Capital Ltd | 275,057 | $2,662 萬 | 0.45% | +275,057 | 新進 |
| Lord, Abbett & Co. LLC | 27,966,000 | $2,618 萬 | 0.04% | −1,560,000−5.3% | 減碼 |
| Magnetar Financial LLC | – | $2,528 萬 | 0.57% | – | – |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 256,984 | $2,488 萬 | 0.03% | +7,842+3.1% | 加碼 |
| Aviva PLC | 18,315 | $2,424 萬 | 0.08% | −49,566−73.0% | 減碼 |
| SG Americas Securities, LLC | 25,174 | $2,399 萬 | 0.12% | +18,919+302.5% | 加碼 |
| NZS Capital, LLC | 244,356 | $2,366 萬 | 0.98% | −34,876−12.5% | 減碼 |
| Fred Alger Management, LLC | 237,189 | $2,297 萬 | 0.11% | +140,090+144.3% | 加碼 |
| APG Asset Management N.V. | 254,705 | $2,284 萬 | 0.04% | +52,658+26.1% | 加碼 |
| Wells Fargo & Company | 225,407 | $2,197 萬 | 0.01% | +3,375+1.5% | 加碼 |
| Asset Management One Co.,Ltd. | 222,609 | $2,156 萬 | 0.08% | +9,303+4.4% | 加碼 |
| Millennium Management LLC | 74,362 | $2,127 萬 | 0.02% | +51,614+226.9% | 加碼 |