Cloudflare, Inc.

NET

交易所: NYSE
產業: Services-Prepackaged Software
SEC CIK: 0001477333

SEC 申報列表（在新分頁開啟）

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。

2024 年第 1 季與 2023 年第 4 季比較

持有 Cloudflare, Inc. 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人 2023 年第 4 季全部持有人

NET 的 13F 持有人：2023 年第 4 季與 2024 年第 1 季比較
項目	2023 年第 4 季	其中尚未申報 2024 年第 1 季	2024 年第 1 季	變化
持有家數	678	8	709	+39
股數	2.49 億	1.41 萬	2.50 億	+74.5 萬 (+0.3%)
市值	$207.4 億	$117.0 萬	$241.7 億	+$34.3 億 (+16.6%)

8 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（114 家）

2024 年第 1 季季末持有 Cloudflare, Inc.、2023 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 114 家。

2024 年第 1 季新進 NET 的機構
機構	股數	市值	佔組合 %
SpiderRock Advisors, LLC	398,776	$3,774 萬	1.22%
Danske Bank A/S	292,992	$2,837 萬	0.09%
Natixis	292,619	$2,833 萬	0.16%
Quadrature Capital Ltd	275,057	$2,662 萬	0.45%
Caisse de Depot Et Placement du Quebec	186,470	$1,806 萬	0.04%
Soros Fund Management LLC大師索羅斯基金管理	185,356	$1,795 萬	0.42%
Wellington Management Group LLP	178,321	$1,727 萬	0.00%
Balyasny Asset Management LLC	154,435	$1,495 萬	0.04%
Atika Capital Management LLC	145,100	$1,405 萬	1.58%
Parallax Volatility Advisers, L.P.	129,855	$1,257 萬	0.36%
Mn Services Vermogensbeheer B.V.	119,700	$1,159 萬	0.08%
Resona Asset Management Co.,Ltd.	102,755	$995.0 萬	0.06%
Holocene Advisors, LP	90,482	$876.1 萬	0.03%
Davis-Rea Ltd.	87,087	$843.3 萬	3.84%
Frontier Capital Management Co LLC	66,595	$644.8 萬	0.06%
Bayesian Capital Management, LP	57,883	$560.5 萬	0.54%
Seven Eight Capital, LP	49,090	$475.3 萬	0.50%
Generate Investment Management Ltd	48,435	$469.0 萬	0.37%
Vestor Capital, LLC	47,058	$455.7 萬	0.38%
Optiver Holding B.V.	42,335	$409.9 萬	0.17%
Andar Capital Management HK Ltd	40,000	$387.3 萬	5.59%
Norden Group LLC	38,990	$377.5 萬	0.77%
Nia Impact Advisors, LLC	37,661	$364.7 萬	1.45%
Deane Retirement Strategies, Inc.	28,529	$276.6 萬	1.40%
CenterBook Partners LP	27,998	$271.1 萬	0.19%
David J Yvars Group	27,920	$270.3 萬	1.82%
Schonfeld Strategic Advisors LLC	26,825	$259.7 萬	0.02%
Simplex Trading, LLC	25,424	$246.1 萬	0.07%
Canada Pension Plan Investment Board	25,064	$242.7 萬	0.00%
Aragon Global Management, LP	24,148	$233.8 萬	1.05%
Summit Partners Public Asset Management, LLC	24,000	$232.4 萬	0.11%
Robeco Schweiz AG	23,700	$229.5 萬	0.04%
Strategic Vision Investment Ltd	21,920	$212.3 萬	1.53%
Fox Run Management, L.L.C.	18,462	$178.8 萬	0.39%
Axq Capital, LP	17,500	$169.5 萬	0.41%
Point72 (DIFC) Ltd	16,886	$163.5 萬	0.13%
Ardsley Advisory Partners LP	16,250	$157.3 萬	0.23%
BNP Paribas	13,542	$131.1 萬	0.06%
Semanteon Capital Management, LP	12,700	$123.0 萬	0.79%
Centiva Capital, LP	12,229	$118.4 萬	0.07%
Occudo Quantitative Strategies LP	11,515	$111.5 萬	0.20%
Kadensa Capital Ltd	10,343	$100.2 萬	0.27%
Dymon Asia Capital (Singapore) Pte. Ltd.	10,224	$99.0 萬	1.11%
Colony Group, LLC	9,586	$92.8 萬	0.01%
PGGM Investments	7,737	$74.9 萬	0.01%
Quantbot Technologies LP	7,525	$72.9 萬	0.04%
a16z Perennial Management, L.P.	7,440	$72.0 萬	0.07%
Worm Capital, LLC	7,312	$70.8 萬	0.97%
Van Eck Associates Corp	7,176	$69.5 萬	0.00%
Csenge Advisory Group	7,120	$68.9 萬	0.04%
Meitav Dash Investments Ltd	7,000	$67.8 萬	0.01%
Avantax Advisory Services, Inc.	6,982	$67.6 萬	0.01%
Balentine LLC	5,896	$57.1 萬	0.02%
Hanseatic Management Services Inc	5,342	$51.7 萬	0.78%
Sanders Morris Harris LLC	5,230	$50.6 萬	0.10%
Centaurus Financial, Inc.	4,563	$44.2 萬	0.03%
Capstone Investment Advisors, LLC	4,180	$40.5 萬	0.01%
Capital Markets Trading UK LLP	3,898	$37.7 萬	0.27%
Wedbush Securities Inc	3,772	$36.5 萬	0.01%
Independent Solutions Wealth Management, LLC	3,702	$35.8 萬	0.09%
NCP Inc.	3,400	$32.9 萬	0.23%
Simplicity Wealth,LLC	3,259	$31.6 萬	0.01%
Green Square Capital Advisors LLC	3,252	$31.5 萬	0.04%
Veriti Management LLC	3,046	$29.5 萬	0.02%
West Tower Group, LLC	3,019	$29.2 萬	0.88%
Stonegate Investment Group, LLC	3,000	$29.0 萬	0.01%
Everhart Financial Group, Inc.	2,923	$28.3 萬	0.08%
Gries Financial LLC	2,847	$27.6 萬	0.05%
MBB Public Markets I LLC	2,756	$26.7 萬	0.02%
Wedmont Private Capital	2,631	$25.5 萬	0.02%
International Assets Investment Management, LLC	2,529	$24.2 萬	0.03%
Oracle Alpha Inc.	2,481	$24.0 萬	0.43%
Sequoia Financial Advisors, LLC	2,468	$23.9 萬	0.00%
Cardiff Park Advisors, LLC	2,421	$23.4 萬	0.02%
Prosperity Wealth Management, Inc.	2,380	$23.0 萬	0.11%
Crossmark Global Holdings, Inc.	2,327	$22.5 萬	0.00%
Patriot Financial Group Insurance Agency, LLC	2,285	$22.1 萬	0.04%
Transcend Wealth Collective, LLC	2,281	$22.1 萬	0.02%
Evoke Wealth, LLC	2,216	$21.5 萬	0.01%
Meeder Advisory Services, Inc.	2,189	$21.2 萬	0.02%
Bridgefront Capital, LLC	2,173	$21.0 萬	0.16%
Paradigm Financial Partners, LLC	2,158	$20.9 萬	0.04%
180 Wealth Advisors, LLC	2,112	$20.5 萬	0.04%
Calamos Wealth Management LLC	2,105	$20.4 萬	0.01%
Connor, Clark & Lunn Investment Management Ltd.	2,100	$20.3 萬	0.00%
Joule Financial, LLC	2,090	$20.2 萬	0.08%
Ramirez Asset Management, Inc.	1,100	$10.7 萬	0.02%
CoreCap Advisors, LLC	1,016	$9.84 萬	0.01%
Gen-Wealth Partners Inc	940	$9.10 萬	0.05%
Allianz SE	880	$8.52 萬	0.00%
Capula Management Ltd	825	$7.99 萬	0.00%
Crewe Advisors LLC	756	$7.32 萬	0.01%
CSS LLC	595	$5.76 萬	0.00%
Ofi Invest Asset Management	454	$4.07 萬	0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	327	$3.17 萬	0.00%
Riverview Trust Co	274	$2.65 萬	0.02%
Kelly Financial Services LLC	250	$2.42 萬	0.01%
VitalStone Financial, LLC	170	$1.60 萬	0.01%
LifeSteps Financial, Inc.	142	$1.38 萬	0.01%
Elequin Capital LP	111	$1.07 萬	0.00%

清倉機構（75 家）

2023 年第 4 季季末持有 Cloudflare, Inc.、2024 年第 1 季有申報但已經沒有持有的機構。

2024 年第 1 季清倉 NET 的機構
機構	2023 年第 4 季股數	2023 年第 4 季市值
Alfreton Capital LLP	800,000	$6,661 萬
Hartline Investment Corp	244,634	$2,037 萬
Miura Global Management, LLC	165,000	$1,374 萬
Tudor Investment Corp Et Al	96,072	$799.9 萬
Kessler Investment Group, LLC	76,413	$636.2 萬
Point72 Middle East FZE	67,531	$562.3 萬
APG Asset Management US Inc.	55,131	$459.0 萬
Moore Capital Management, LP	45,674	$380.3 萬
AE Wealth Management LLC	46,244	$370.8 萬
Wolverine Asset Management LLC	39,404	$328.1 萬
Andra AP-fonden	37,400	$311.4 萬
Cetera Advisor Networks LLC	27,729	$230.9 萬
Rational Advisors LLC	23,500	$195.7 萬
FORA Capital, LLC	21,929	$182.6 萬
Eagle Bay Advisors LLC	21,005	$174.9 萬
Lake Street Advisors Group, LLC	20,712	$172.4 萬
Granite Bay Wealth Management, LLC	19,845	$138.8 萬
Entropy Technologies, LP	16,313	$135.8 萬
Insight Holdings Group, LLC	13,700	$114.1 萬
Choate Investment Advisors	12,908	$107.5 萬
Jennison Associates LLC	10,438	$86.9 萬
UBS Oconnor LLC	10,000	$83.3 萬
Hel Ved Capital Management Ltd	9,987	$83.2 萬
Seaport Global Advisors, LLC	9,924	$82.6 萬
Cetera Advisors LLC	9,840	$81.9 萬
Meridian Wealth Management, LLC	9,398	$78.2 萬
Parsons Capital Management Inc	8,642	$72.0 萬
Integrated Advisors Network LLC	6,853	$57.1 萬
Pearl River Capital, LLC	6,398	$53.3 萬
True Vision MN LLC	6,131	$51.0 萬
Jefferies Financial Group Inc.	5,631	$46.9 萬
Black Swift Group, LLC	5,000	$41.6 萬
Winton Group Ltd	4,844	$40.3 萬
Asahi Life Asset Management Co., Ltd.	4,420	$36.8 萬
J.W. Cole Advisors, Inc.	4,090	$34.1 萬
Trellis Wealth Advisors LLC	4,002	$33.3 萬
Scotia Capital Inc.	3,676	$30.6 萬
Moloney Securities Asset Management, LLC	3,612	$30.1 萬
Oxbow Advisors, LLC	3,490	$29.1 萬
Angeles Investment Advisors, LLC	3,388	$28.2 萬
Gladstone Institutional Advisory LLC	3,153	$26.3 萬
Caption Management, LLC	3,138	$26.1 萬
Y-Intercept (Hong Kong) Ltd	2,962	$24.7 萬
Sand Hill Global Advisors, LLC	2,941	$24.5 萬
Vestmark Advisory Solutions, Inc.	2,782	$23.2 萬
NewEdge Wealth, LLC	2,782	$23.2 萬
Cipher Capital LP	2,663	$22.2 萬
Balboa Wealth Partners	2,537	$21.1 萬
Advisory Services Network, LLC	2,189	$18.2 萬
Rockbridge Investment Management, LCC	1,854	$15.4 萬
Headlands Technologies LLC	1,001	$8.33 萬
Focused Wealth Management, Inc	863	$7.19 萬
EntryPoint Capital, LLC	733	$6.10 萬
O'Dell Group, LLC	614	$5.11 萬
Stonehage Fleming Financial Services Holdings Ltd	301	$2.51 萬
Strengthening Families & Communities, LLC	300	$2.50 萬
Greenwood Gearhart Inc	250	$2.08 萬
LM Advisors LLC	248	$2.06 萬
EdgeRock Capital LLC	236	$1.95 萬
New Millennium Group LLC	197	$1.64 萬
Glassman Wealth Services	173	$1.44 萬
WFA Asset Management Corp	120	$9,992
Global Trust Asset Management, LLC	100	$8,326
Retirement Group, LLC	100	$8,326
Psagot Value Holdings Ltd. / (Israel)	91	$8,000
Loomis Sayles & Co L P	87	$7,000
Salem Investment Counselors Inc	50	$4,163
Laurel Wealth Advisors LLC	40	$3,331
Turtle Creek Wealth Advisors, LLC	33	$2,748
Delos Wealth Advisors, LLC	20	$1,666
Arlington Trust Co LLC	20	$1,665
NBC Securities, Inc.	18	$1,000
Institutional & Family Asset Management, LLC	10	$833
Vima LLC	6	$499
Assetmark, Inc	3	$250

尚未申報 2024 年第 1 季的機構（8 家）

2023 年第 4 季季末持有 Cloudflare, Inc.、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 4 季持有 NET、尚未申報 2024 年第 1 季的機構
機構	2023 年第 4 季股數	2023 年第 4 季市值
AtonRa Partners	5,832	$48.6 萬
Sawtooth Solutions, LLC	3,081	$25.7 萬
Vahanian & Associates Financial Planning Inc.	2,935	$24.4 萬
Desjardins Global Asset Management Inc.	2,157	$18.0 萬
Strategic Investment Solutions, Inc.	30	$2,498
Hobbs Group Advisors, LLC	100	$667
Coppell Advisory Solutions LLC	8	$666
Nalls Sherbakoff Group, LLC	4	$334