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。
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
- 709
- 較 2023 年第 4 季 +39 家
- 持有股數
- 2.50 億
- 較 2023 年第 4 季 +74.5 萬 (+0.3%)
- 總市值
- $241.7 億
- 較 2023 年第 4 季 +$34.3 億 (+16.6%)
- 新進機構
- 114
- 另有 285 家加碼
- 清倉機構
- 75
- 另有 208 家減碼
另有 8 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 | 1,228 | $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 |
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 |
|---|---|---|---|---|---|
| Morgens Waterfall Vintiadis & Co Inc | 6,500 | $62.9 萬 | 0.44% | −3,500−35.0% | 減碼 |
| Proequities, Inc. | 6,528 | $63.2 萬 | 0.04% | −520−7.4% | 減碼 |
| Change Path, LLC | 6,631 | $64.2 萬 | 0.03% | +617+10.3% | 加碼 |
| ASB Consultores, LLC | 6,750 | $65.4 萬 | 0.17% | +3,082+84.0% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 6,908 | $66.9 萬 | 0.01% | +607+9.6% | 加碼 |
| Joel Isaacson & Co., LLC | 6,949 | $67.3 萬 | 0.04% | +183+2.7% | 加碼 |
| Avantax Advisory Services, Inc. | 6,982 | $67.6 萬 | 0.01% | +6,982 | 新進 |
| Meitav Dash Investments Ltd | 7,000 | $67.8 萬 | 0.01% | +7,000 | 新進 |
| Csenge Advisory Group | 7,120 | $68.9 萬 | 0.04% | +7,120 | 新進 |
| Van Eck Associates Corp | 7,176 | $69.5 萬 | 0.00% | +7,176 | 新進 |
| Peterson Wealth Services | 7,228 | $70.0 萬 | 0.25% | +4,315+148.1% | 加碼 |
| Investment Management Corp of Ontario | 7,248 | $70.2 萬 | 0.02% | +754+11.6% | 加碼 |
| RFG Advisory, LLC | 7,306 | $70.7 萬 | 0.02% | +637+9.6% | 加碼 |
| Worm Capital, LLC | 7,312 | $70.8 萬 | 0.97% | +7,312 | 新進 |
| a16z Perennial Management, L.P. | 7,440 | $72.0 萬 | 0.07% | +7,440 | 新進 |
| MAI Capital Management | 7,477 | $72.4 萬 | 0.01% | −16−0.2% | 減碼 |
| Gateway Advisory, LLC | 7,509 | $72.7 萬 | 0.13% | +2,887+62.5% | 加碼 |
| Quantbot Technologies LP | 7,525 | $72.9 萬 | 0.04% | +7,525 | 新進 |
| Teacher Retirement System of Texas | 7,529 | $72.9 萬 | 0.00% | −5,116−40.5% | 減碼 |
| Parkwood LLC | 7,602 | $73.6 萬 | 0.08% | +4,179+122.1% | 加碼 |
| STRS Ohio | 7,628 | $73.8 萬 | 0.00% | −611−7.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 7,727 | $74.8 萬 | 0.00% | +595+8.3% | 加碼 |
| PGGM Investments | 7,737 | $74.9 萬 | 0.01% | +7,737 | 新進 |
| Advisory Resource Group | 7,880 | $76.3 萬 | 0.18% | −1,663−17.4% | 減碼 |
| Freestone Capital Holdings, LLC | 7,886 | $76.4 萬 | 0.03% | −4−0.1% | 減碼 |
| Sigma Planning Corp | 7,898 | $76.5 萬 | 0.02% | −802−9.2% | 減碼 |
| Foundations Investment Advisors, LLC | 7,905 | $76.5 萬 | 0.02% | −3,007−27.6% | 減碼 |
| Texas Treasury Safekeeping Trust Co | 7,926 | $76.7 萬 | 0.02% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 7,943 | $76.9 萬 | 0.01% | +1,575+24.7% | 加碼 |
| Gotham Asset Management, LLC | 8,017 | $77.6 萬 | 0.01% | +2,893+56.5% | 加碼 |
| DC Investments Management, LLC | 8,118 | $78.6 萬 | 0.66% | 00.0% | 不變 |
| Cerity Partners LLC | 8,176 | $79.2 萬 | 0.00% | +375+4.8% | 加碼 |
| Independent Financial Group, LLC | 8,187 | $79.3 萬 | 0.04% | −23−0.3% | 減碼 |
| Swedbank AB | 8,285 | $80.2 萬 | 0.00% | 00.0% | 不變 |
| Harvest Investment Services, LLC | 8,322 | $80.6 萬 | 0.32% | −13,168−61.3% | 減碼 |
| Rakuten Securities, Inc. | 8,350 | $80.9 萬 | 0.35% | +1,358+19.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 8,415 | $81.5 萬 | 0.01% | −6,682−44.3% | 減碼 |
| Captrust Financial Advisors | 8,419 | $81.5 萬 | 0.00% | −2,981−26.1% | 減碼 |
| Pier 88 Investment Partners LLC | 8,430 | $81.6 萬 | 0.20% | −34,900−80.5% | 減碼 |
| Atlas Brown,Inc. | 8,483 | $82.1 萬 | 0.30% | +783+10.2% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 8,812 | $85.3 萬 | 0.00% | +40.0% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 8,886 | $86.0 萬 | 0.04% | +90+1.0% | 加碼 |
| Financial Advisory Service, Inc. | 8,913 | $86.3 萬 | 0.08% | −842−8.6% | 減碼 |
| Agf Management Ltd | 8,953 | $86.7 萬 | 0.00% | −7,111−44.3% | 減碼 |
| Royal Fund Management, LLC | 9,200 | $89.1 萬 | 0.10% | +5,100+124.4% | 加碼 |
| CIBC Asset Management Inc | 9,237 | $89.4 萬 | 0.00% | +48+0.5% | 加碼 |
| Neuberger Berman Group LLC | 9,287 | $89.9 萬 | 0.00% | +561+6.4% | 加碼 |
| Nicholas Investment Partners, LP | 9,323 | $90.3 萬 | 0.09% | +4,260+84.1% | 加碼 |
| Colony Group, LLC | 9,586 | $92.8 萬 | 0.01% | +9,586 | 新進 |
| LJI Wealth Management, LLC | 9,850 | $95.4 萬 | 0.25% | −100−1.0% | 減碼 |
| Signaturefd, LLC | 9,852 | $95.4 萬 | 0.02% | +591+6.4% | 加碼 |
| Steel Peak Wealth Management LLC | 10,000 | $96.8 萬 | 0.05% | 00.0% | 不變 |
| Guggenheim Capital LLC | 10,004 | $96.9 萬 | 0.01% | −128−1.3% | 減碼 |
| Malaga Cove Capital, LLC | 10,082 | $97.6 萬 | 0.40% | 00.0% | 不變 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 10,224 | $99.0 萬 | 1.11% | +10,224 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 10,241 | $99.2 萬 | 0.02% | +4,235+70.5% | 加碼 |
| Farther Finance Advisors, LLC | 10,411 | $99.6 萬 | 0.06% | +271+2.7% | 加碼 |
| Kadensa Capital Ltd | 10,343 | $100.2 萬 | 0.27% | +10,343 | 新進 |
| Leonteq Securities AG | 10,364 | $100.4 萬 | 0.14% | −3,046−22.7% | 減碼 |
| Commerce Bank | 10,541 | $102.1 萬 | 0.01% | +57+0.5% | 加碼 |
| Grandview Asset Management LLC | 10,605 | $102.7 萬 | 0.47% | −676−6.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 10,607 | $102.7 萬 | 0.01% | +1,933+22.3% | 加碼 |
| Ieq Capital, LLC | 10,652 | $103.1 萬 | 0.01% | −499−4.5% | 減碼 |
| Teza Capital Management LLC | 10,674 | $103.4 萬 | 0.14% | +1,863+21.1% | 加碼 |
| Western Financial Corp | 10,724 | $103.8 萬 | 0.64% | +385+3.7% | 加碼 |
| Panagora Asset Management Inc | 10,833 | $104.9 萬 | 0.01% | 00.0% | 不變 |
| Afg Fiduciary Services Limited Partnership | 10,948 | $106.2 萬 | 0.79% | −1,649−13.1% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 11,357 | $110.0 萬 | 0.02% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 11,442 | $110.8 萬 | 0.02% | +4,307+60.4% | 加碼 |
| Occudo Quantitative Strategies LP | 11,515 | $111.5 萬 | 0.20% | +11,515 | 新進 |
| MBM Wealth Consultants, LLC | 11,519 | $111.5 萬 | 0.39% | −997−8.0% | 減碼 |
| Lido Advisors, LLC | 11,839 | $114.6 萬 | 0.01% | +46+0.4% | 加碼 |
| Green Alpha Advisors, LLC | 11,999 | $116.2 萬 | 0.84% | −19−0.2% | 減碼 |
| CIBC World Markets Corp | 12,125 | $117.4 萬 | 0.01% | +4,382+56.6% | 加碼 |
| Centiva Capital, LP | 12,229 | $118.4 萬 | 0.07% | +12,229 | 新進 |
| Burr Financial Services, LLC | 16,014 | $118.7 萬 | 0.93% | +605+3.9% | 加碼 |
| Acadian Asset Management LLC | 12,397 | $119.6 萬 | 0.00% | +3,980+47.3% | 加碼 |
| Thrivent Financial for Lutherans | 12,402 | $120.1 萬 | 0.00% | +556+4.7% | 加碼 |
| Alight Capital Management LP | 12,500 | $121.0 萬 | 0.38% | −27,500−68.8% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 12,518 | $121.2 萬 | 0.36% | +838+7.2% | 加碼 |
| Codex Capital, L.L.C. | 12,600 | $122.0 萬 | 0.59% | 00.0% | 不變 |
| AustralianSuper Pty Ltd | 12,846 | $122.9 萬 | 0.01% | 00.0% | 不變 |
| Semanteon Capital Management, LP | 12,700 | $123.0 萬 | 0.79% | +12,700 | 新進 |
| Churchill Management Corp | 12,755 | $123.5 萬 | 0.02% | −935−6.8% | 減碼 |
| Jackson Square Capital, LLC | 12,940 | $125.3 萬 | 0.32% | +520+4.2% | 加碼 |
| Barings LLC | 12,978 | $125.7 萬 | 0.03% | 00.0% | 不變 |
| Toroso Investments, LLC | 13,352 | $129.3 萬 | 0.02% | −101−0.8% | 減碼 |
| Geneos Wealth Management Inc. | 13,457 | $130.3 萬 | 0.06% | +1,583+13.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 13,474 | $130.5 萬 | 0.00% | −5,128−27.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 13,541 | $131.1 萬 | 0.00% | +4,016+42.2% | 加碼 |
| BNP Paribas | 13,542 | $131.1 萬 | 0.06% | +13,542 | 新進 |
| Van Hulzen Asset Management, LLC | 13,578 | $131.5 萬 | 0.09% | +760+5.9% | 加碼 |
| Prudential Financial Inc | 13,646 | $132.1 萬 | 0.00% | −263−1.9% | 減碼 |
| Avitas Wealth Management LLC | 13,794 | $133.6 萬 | 0.20% | +61+0.4% | 加碼 |
| Janney Montgomery Scott LLC | 13,800 | $133.6 萬 | 0.00% | +6,405+86.6% | 加碼 |
| Blueshift Asset Management, LLC | 13,876 | $134.4 萬 | 0.70% | −1,696−10.9% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 14,315 | $138.6 萬 | 0.34% | −1,832−11.3% | 減碼 |
| L & S Advisors Inc | 14,347 | $138.9 萬 | 0.16% | +508+3.7% | 加碼 |
| Old Well Partners, LLC | 14,400 | $139.4 萬 | 1.24% | −1,200−7.7% | 減碼 |
| Blue Barn Wealth, LLC | 14,433 | $139.8 萬 | 0.78% | +30.0% | 加碼 |