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 |
|---|---|---|---|---|---|
| Aspiriant, LLC | 14,466 | $140.1 萬 | 0.06% | −1,306−8.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 14,554 | $140.9 萬 | 0.00% | +1,449+11.1% | 加碼 |
| Perigon Wealth Management, LLC | 14,895 | $144.2 萬 | 0.04% | −1,404−8.6% | 減碼 |
| Verition Fund Management LLC | 16,006 | $155.0 萬 | 0.01% | +524+3.4% | 加碼 |
| Castle Rock Wealth Management, LLC | 17,790 | $156.6 萬 | 0.43% | −525−2.9% | 減碼 |
| Ardsley Advisory Partners LP | 16,250 | $157.3 萬 | 0.23% | +16,250 | 新進 |
| M&T Bank Corp | 16,401 | $158.8 萬 | 0.01% | +1,848+12.7% | 加碼 |
| Bank of Nova Scotia | 16,791 | $162.6 萬 | 0.00% | +7,847+87.7% | 加碼 |
| Point72 (DIFC) Ltd | 16,886 | $163.5 萬 | 0.13% | +16,886 | 新進 |
| Nisa Investment Advisors, LLC | 17,275 | $167.3 萬 | 0.01% | −675−3.8% | 減碼 |
| Axq Capital, LP | 17,500 | $169.5 萬 | 0.41% | +17,500 | 新進 |
| Lazard Asset Management LLC | 17,573 | $170.1 萬 | 0.00% | +594+3.5% | 加碼 |
| ARS Investment Partners, LLC | 17,636 | $170.8 萬 | 0.17% | +3,049+20.9% | 加碼 |
| MetLife Investment Management | 17,882 | $173.2 萬 | 0.01% | +255+1.4% | 加碼 |
| Nwi Management LP | 18,000 | $174.3 萬 | 0.24% | −82,000−82.0% | 減碼 |
| Aviva PLC | 18,315 | $177.3 萬 | 0.01% | −49,566−73.0% | 減碼 |
| Park Avenue Securities LLC | 18,344 | $177.6 萬 | 0.02% | −113−0.6% | 減碼 |
| Fox Run Management, L.L.C. | 18,462 | $178.8 萬 | 0.39% | +18,462 | 新進 |
| Allianz Asset Management GmbH | 18,550 | $179.6 萬 | 0.00% | +2,132+13.0% | 加碼 |
| Beacon Pointe Advisors, LLC | 18,638 | $180.5 萬 | 0.02% | +1,678+9.9% | 加碼 |
| Jump Financial, LLC | 18,646 | $180.5 萬 | 0.05% | +5,074+37.4% | 加碼 |
| Private Advisor Group, LLC | 18,662 | $180.7 萬 | 0.01% | +3,362+22.0% | 加碼 |
| EFG Asset Management (Americas) Corp. | 18,923 | $183.2 萬 | 0.56% | −8,351−30.6% | 減碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 19,000 | $184.0 萬 | 1.27% | +3,500+22.6% | 加碼 |
| Cresset Asset Management, LLC | 19,296 | $186.9 萬 | 0.01% | +3,075+19.0% | 加碼 |
| Harbor Capital Advisors, Inc. | 19,306 | $186.9 萬 | 0.24% | −581−2.9% | 減碼 |
| Profund Advisors LLC | 19,374 | $187.6 萬 | 0.07% | −618−3.1% | 減碼 |
| Daiwa Securities Group Inc. | 19,452 | $188.4 萬 | 0.01% | +1,800+10.2% | 加碼 |
| Amalgamated Bank | 19,602 | $189.8 萬 | 0.02% | −16,224−45.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 19,616 | $189.9 萬 | 0.01% | −6,309−24.3% | 減碼 |
| Nordea Investment Management AB | 19,921 | $193.0 萬 | 0.00% | +1,264+6.8% | 加碼 |
| Firsthand Capital Management, Inc. | 20,000 | $193.7 萬 | 3.16% | −60,000−75.0% | 減碼 |
| Maryland State Retirement & Pension System | 23,063 | $201.6 萬 | 0.04% | +696+3.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 21,126 | $204.6 萬 | 0.01% | +1,163+5.8% | 加碼 |
| D.A. Davidson & Co. | 21,227 | $205.5 萬 | 0.02% | +150+0.7% | 加碼 |
| Alps Advisors Inc | 21,255 | $205.8 萬 | 0.01% | −2,550−10.7% | 減碼 |
| Strategic Vision Investment Ltd | 21,920 | $212.3 萬 | 1.53% | +21,920 | 新進 |
| Tiemann Investment Advisors, LLC | 22,141 | $214.4 萬 | 0.96% | −2,000−8.3% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 22,267 | $215.6 萬 | 0.05% | −18,624−45.5% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 22,789 | $220.7 萬 | 0.40% | +5,760+33.8% | 加碼 |
| Mackenzie Financial Corp | 22,907 | $221.8 萬 | 0.00% | +9,242+67.6% | 加碼 |
| Ethic Inc. | 23,049 | $223.2 萬 | 0.06% | +4,308+23.0% | 加碼 |
| Kestra Advisory Services, LLC | 23,240 | $225.0 萬 | 0.02% | +2,346+11.2% | 加碼 |
| AIA Group Ltd | 23,352 | $226.1 萬 | 0.07% | +5,848+33.4% | 加碼 |
| CI Private Wealth, LLC | 23,459 | $227.2 萬 | 0.00% | −1,675−6.7% | 減碼 |
| Robeco Schweiz AG | 23,700 | $229.5 萬 | 0.04% | +23,700 | 新進 |
| Kingswood Wealth Advisors, LLC | 23,729 | $229.8 萬 | 0.26% | −3,629−13.3% | 減碼 |
| Wealthfront Advisers LLC | 23,734 | $229.8 萬 | 0.01% | +9,205+63.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,745 | $229.9 萬 | 0.03% | +3,771+18.9% | 加碼 |
| Highland Capital Management, LLC | 23,786 | $230.3 萬 | 0.13% | +49+0.2% | 加碼 |
| Pathstone Holdings, LLC | 23,917 | $231.6 萬 | 0.01% | −5,604−19.0% | 減碼 |
| Summit Partners Public Asset Management, LLC | 24,000 | $232.4 萬 | 0.11% | +24,000 | 新進 |
| Clear Harbor Asset Management, LLC | 24,030 | $232.7 萬 | 0.20% | +833+3.6% | 加碼 |
| JustInvest LLC | 24,092 | $233.3 萬 | 0.05% | +1,247+5.5% | 加碼 |
| Aragon Global Management, LP | 24,148 | $233.8 萬 | 1.05% | +24,148 | 新進 |
| Creative Planning | 24,508 | $237.3 萬 | 0.00% | +4,958+25.4% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 24,595 | $238.2 萬 | 0.04% | −1,505−5.8% | 減碼 |
| Dantai Capital Ltd | 24,980 | $241.9 萬 | 2.80% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 25,064 | $242.7 萬 | 0.00% | +25,064 | 新進 |
| SG Americas Securities, LLC | 25,174 | $243.8 萬 | 0.01% | +18,919+302.5% | 加碼 |
| Simplex Trading, LLC | 25,424 | $246.1 萬 | 0.07% | +25,424 | 新進 |
| Sepio Capital, LP | 26,091 | $252.6 萬 | 0.22% | +481+1.9% | 加碼 |
| Janus Henderson Group PLC | 26,754 | $258.8 萬 | 0.00% | −697−2.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 26,825 | $259.7 萬 | 0.02% | +26,825 | 新進 |
| Brighton Jones LLC | 26,830 | $259.8 萬 | 0.09% | +174+0.7% | 加碼 |
| Elo Mutual Pension Insurance Co | 27,060 | $262.0 萬 | 0.06% | +2,888+11.9% | 加碼 |
| Private Advisory Group LLC | 27,543 | $266.7 萬 | 0.38% | −2,086−7.0% | 減碼 |
| Jasper Ridge Partners, L.P. | 27,835 | $269.5 萬 | 0.08% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 27,857 | $269.7 萬 | 0.07% | +5,180+22.8% | 加碼 |
| David J Yvars Group | 27,920 | $270.3 萬 | 1.82% | +27,920 | 新進 |
| Truist Financial Corp | 27,960 | $270.7 萬 | 0.00% | −428−1.5% | 減碼 |
| CenterBook Partners LP | 27,998 | $271.1 萬 | 0.19% | +27,998 | 新進 |
| Vinva Investment Management Ltd | 28,512 | $276.1 萬 | 0.16% | +15,691+122.4% | 加碼 |
| Lountzis Asset Management, LLC | 28,536 | $276.3 萬 | 1.31% | 00.0% | 不變 |
| Comerica Bank | 28,556 | $276.5 萬 | 0.01% | +4,733+19.9% | 加碼 |
| Deane Retirement Strategies, Inc. | 28,529 | $276.6 萬 | 1.40% | +28,529 | 新進 |
| Toronto Dominion Bank | 28,592 | $276.9 萬 | 0.00% | −7,828−21.5% | 減碼 |
| Group One Trading, L.P. | 29,681 | $287.4 萬 | 0.10% | +19,491+191.3% | 加碼 |
| Executive Wealth Management, LLC | 30,946 | $296.0 萬 | 0.26% | +7,042+29.5% | 加碼 |
| Strategic Planning Group, LLC | 30,649 | $296.8 萬 | 0.74% | +3,691+13.7% | 加碼 |
| Affinity Wealth Management LLC | 30,856 | $298.8 萬 | 0.55% | +1,171+3.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 31,113 | $301.3 萬 | 0.01% | −344−1.1% | 減碼 |
| Rafferty Asset Management, LLC | 31,145 | $301.6 萬 | 0.01% | −10,994−26.1% | 減碼 |
| Soltis Investment Advisors LLC | 31,403 | $304.1 萬 | 0.34% | +168+0.5% | 加碼 |
| Achmea Investment Management B.V. | 31,902 | $308.9 萬 | 0.06% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 32,027 | $310.1 萬 | 0.12% | +2,212+7.4% | 加碼 |
| Blair William & Co | 32,113 | $311.0 萬 | 0.01% | −1,802−5.3% | 減碼 |
| SWS Partners | 32,309 | $312.8 萬 | 0.94% | −16,829−34.2% | 減碼 |
| Circle Wealth Management, LLC | 32,732 | $316.9 萬 | 0.08% | −25,753−44.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 38,112 | $320.9 萬 | 0.02% | +1,361+3.7% | 加碼 |
| Y.D. More Investments Ltd | 33,174 | $321.2 萬 | 0.57% | +4,193+14.5% | 加碼 |
| Nissay Asset Management Corp | 33,259 | $322.0 萬 | 0.02% | +2,603+8.5% | 加碼 |
| Advisor Group Holdings, Inc. | 33,605 | $325.4 萬 | 0.01% | −33,124−49.6% | 減碼 |
| CFM Wealth Partners LLC | 34,211 | $331.3 萬 | 0.66% | −1,089−3.1% | 減碼 |
| EFG Asset Management (North America) Corp. | 34,688 | $335.6 萬 | 0.58% | −4,683−11.9% | 減碼 |
| Independent Advisor Alliance | 35,026 | $339.2 萬 | 0.12% | −80−0.2% | 減碼 |
| Lyell Wealth Management, LP | 35,171 | $340.6 萬 | 0.35% | +4,498+14.7% | 加碼 |
| British Columbia Investment Management Corp | 35,358 | $342.4 萬 | 0.02% | +3,349+10.5% | 加碼 |
| Nia Impact Advisors, LLC | 37,661 | $364.7 萬 | 1.45% | +37,661 | 新進 |
| Norden Group LLC | 38,990 | $377.5 萬 | 0.77% | +38,990 | 新進 |