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 |
|---|---|---|---|---|---|
| KBC Group NV | 39,198 | $379.6 萬 | 0.01% | +4,032+11.5% | 加碼 |
| Taylor Frigon Capital Management LLC | 39,264 | $380.2 萬 | 1.81% | −12,048−23.5% | 減碼 |
| Rockefeller Capital Management L.P. | 39,281 | $380.4 萬 | 0.01% | +23,262+145.2% | 加碼 |
| Cota Capital Management, LLC | 39,710 | $384.5 萬 | 10.17% | −252,139−86.4% | 減碼 |
| Andar Capital Management HK Ltd | 40,000 | $387.3 萬 | 5.59% | +40,000 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 40,972 | $389.1 萬 | 0.01% | −19,719−32.5% | 減碼 |
| TownSquare Capital, LLC | 40,396 | $391.2 萬 | 0.06% | +102+0.3% | 加碼 |
| Employees Retirement System of Texas | 40,475 | $391.9 萬 | 0.04% | +21,509+113.4% | 加碼 |
| Evercore Wealth Management, LLC | 41,500 | $401.8 萬 | 0.06% | −9,250−18.2% | 減碼 |
| Optiver Holding B.V. | 42,335 | $409.9 萬 | 0.17% | +42,335 | 新進 |
| PDT Partners, LLC | 43,200 | $418.3 萬 | 0.40% | +31,385+265.6% | 加碼 |
| MML Investors Services, LLC | 44,013 | $426.2 萬 | 0.02% | −1,055−2.3% | 減碼 |
| DnB Asset Management AS | 44,490 | $430.8 萬 | 0.02% | −17,068−27.7% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 45,185 | $434.0 萬 | 0.01% | +5,392+13.6% | 加碼 |
| Ambassador Advisors, LLC | 44,839 | $434.2 萬 | 0.79% | +123+0.3% | 加碼 |
| LGT Group Foundation | 44,863 | $434.4 萬 | 0.10% | −55,337−55.2% | 減碼 |
| US Bancorp | 44,930 | $435.1 萬 | 0.01% | −2,254−4.8% | 減碼 |
| Commonwealth Equity Services, LLC | 46,427 | $449.6 萬 | 0.01% | −12,942−21.8% | 減碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 47,020 | $455.3 萬 | 1.93% | +43,140+1,111.9% | 加碼 |
| Vestor Capital, LLC | 47,058 | $455.7 萬 | 0.38% | +47,058 | 新進 |
| Candriam Luxembourg S.C.A. | 47,820 | $463.0 萬 | 0.03% | +6,475+15.7% | 加碼 |
| Two Sigma Securities, LLC | 48,179 | $466.5 萬 | 0.23% | −7,177−13.0% | 減碼 |
| Generate Investment Management Ltd | 48,435 | $469.0 萬 | 0.37% | +48,435 | 新進 |
| Tredje AP-fonden | 48,672 | $471.3 萬 | 0.05% | +4,133+9.3% | 加碼 |
| Seven Eight Capital, LP | 49,090 | $475.3 萬 | 0.50% | +49,090 | 新進 |
| Utah Retirement Systems | 50,962 | $493.5 萬 | 0.06% | +600+1.2% | 加碼 |
| Susquehanna International Group, LLP | 51,137 | $495.2 萬 | 0.01% | +1,517+3.1% | 加碼 |
| Stifel Financial Corp | 51,355 | $497.3 萬 | 0.01% | +13,352+35.1% | 加碼 |
| Xponance, Inc. | 51,472 | $498.4 萬 | 0.05% | +12,527+32.2% | 加碼 |
| AQR Capital Management LLC | 52,180 | $505.3 萬 | 0.01% | +46,471+814.0% | 加碼 |
| Mercer Global Advisors Inc | 52,551 | $508.9 萬 | 0.01% | −13,332−20.2% | 減碼 |
| CIBC World Markets Inc. | 52,649 | $509.8 萬 | 0.01% | +26,631+102.4% | 加碼 |
| Maytus Capital Management, LLC | 54,000 | $522.9 萬 | 2.22% | −18,433−25.4% | 減碼 |
| DekaBank Deutsche Girozentrale | 54,576 | $529.6 萬 | 0.01% | +9,159+20.2% | 加碼 |
| Titleist Asset Management, LLC | 56,844 | $550.4 萬 | 0.96% | −80.0% | 減碼 |
| Macquarie Group Ltd | 57,449 | $556.3 萬 | 0.01% | +33,757+142.5% | 加碼 |
| Bayesian Capital Management, LP | 57,883 | $560.5 萬 | 0.54% | +57,883 | 新進 |
| Nomura Holdings Inc | 58,198 | $563.5 萬 | 0.05% | +33,437+135.0% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 59,959 | $580.6 萬 | 0.03% | +6,239+11.6% | 加碼 |
| USS Investment Management Ltd | 60,121 | $581.6 萬 | 0.05% | +4,930+8.9% | 加碼 |
| IFM Investors Pty Ltd | 60,558 | $586.4 萬 | 0.06% | +2,643+4.6% | 加碼 |
| Forsta Ap-Fonden | 63,000 | $610.0 萬 | 0.05% | +10,600+20.2% | 加碼 |
| Wolverine Trading, LLC | 66,268 | $641.7 萬 | 0.07% | +57,629+667.1% | 加碼 |
| Frontier Capital Management Co LLC | 66,595 | $644.8 萬 | 0.06% | +66,595 | 新進 |
| Engineers Gate Manager LP | 68,789 | $666.1 萬 | 0.18% | +55,346+411.7% | 加碼 |
| TD Asset Management Inc | 69,057 | $668.7 萬 | 0.01% | +3,355+5.1% | 加碼 |
| Raymond James & Associates | 69,774 | $675.6 萬 | 0.00% | +13,917+24.9% | 加碼 |
| Avalon Global Asset Management LLC | 70,400 | $681.7 萬 | 2.20% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 70,565 | $683.3 萬 | 0.03% | +4,775+7.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 70,770 | $685.3 萬 | 0.01% | +66,353+1,502.2% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 70,828 | $685.8 萬 | 0.08% | +5,200+7.9% | 加碼 |
| HighTower Advisors, LLC | 72,855 | $704.8 萬 | 0.01% | +1,967+2.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 73,005 | $706.9 萬 | 0.02% | −1,919−2.6% | 減碼 |
| Walleye Capital LLC | 73,124 | $708.1 萬 | 0.08% | +68,978+1,663.7% | 加碼 |
| Citadel Advisors LLC | 74,033 | $716.9 萬 | 0.01% | −121,284−62.1% | 減碼 |
| Millennium Management LLC | 74,362 | $720.0 萬 | 0.01% | +51,614+226.9% | 加碼 |
| Privium Fund Management B.V. | 75,000 | $726.2 萬 | 1.94% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 75,060 | $726.8 萬 | 0.03% | +5,300+7.6% | 加碼 |
| RMB Capital Management, LLC | 75,587 | $731.9 萬 | 0.17% | +7,690+11.3% | 加碼 |
| Davy Global Fund Management Ltd | 77,042 | $746.0 萬 | 0.85% | −952−1.2% | 減碼 |
| Intech Investment Management LLC | 77,614 | $751.5 萬 | 0.11% | +34,012+78.0% | 加碼 |
| Capital International Inc | 79,628 | $771.0 萬 | 0.10% | +17,949+29.1% | 加碼 |
| Victory Capital Management Inc | 80,167 | $776.3 萬 | 0.01% | +2,350+3.0% | 加碼 |
| Sentinel Trust Co Lba | 80,718 | $781.6 萬 | 1.01% | 00.0% | 不變 |
| Erste Asset Management GmbH | 80,950 | $783.8 萬 | 0.11% | 00.0% | 不變 |
| Federated Hermes, Inc. | 81,141 | $785.7 萬 | 0.02% | +69,694+608.8% | 加碼 |
| Arizona State Retirement System | 81,457 | $788.7 萬 | 0.05% | −12,415−13.2% | 減碼 |
| Russell Investments Group, Ltd. | 82,392 | $796.8 萬 | 0.01% | +6,714+8.9% | 加碼 |
| Mariner, LLC | 84,855 | $821.7 萬 | 0.02% | +1,584+1.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 85,772 | $830.5 萬 | 0.01% | −90,878−51.4% | 減碼 |
| Cetera Investment Advisers | 86,487 | $837.4 萬 | 0.02% | +41,871+93.8% | 加碼 |
| Davis-Rea Ltd. | 87,087 | $843.3 萬 | 3.84% | +87,087 | 新進 |
| GAM Holding AG | 87,357 | $845.9 萬 | 0.61% | −61,149−41.2% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 87,603 | $848.1 萬 | 0.10% | +2,967+3.5% | 加碼 |
| ExodusPoint Capital Management, LP | 87,689 | $849.1 萬 | 0.10% | +57,861+194.0% | 加碼 |
| Holocene Advisors, LP | 90,482 | $876.1 萬 | 0.03% | +90,482 | 新進 |
| Korea Investment CORP | 94,772 | $917.7 萬 | 0.02% | +5,414+6.1% | 加碼 |
| Baker Chad R | 95,900 | $928.6 萬 | 1.98% | +185+0.2% | 加碼 |
| Exchange Traded Concepts, LLC | 97,153 | $940.7 萬 | 0.24% | −3,637−3.6% | 減碼 |
| SEI Investments Co | 97,578 | $944.8 萬 | 0.01% | −250.0% | 減碼 |
| BCJ Capital Management, LLC | 100,528 | $973.4 萬 | 0.77% | +22,061+28.1% | 加碼 |
| Vident Advisory, LLC | 101,846 | $986.2 萬 | 0.21% | +85,664+529.4% | 加碼 |
| Resona Asset Management Co.,Ltd. | 102,755 | $995.0 萬 | 0.06% | +102,755 | 新進 |
| Standard Life Aberdeen plc | 102,952 | $996.9 萬 | 0.02% | +3,267+3.3% | 加碼 |
| Graham Capital Management, L.P. | 104,222 | $1,009 萬 | 0.29% | +27,835+36.4% | 加碼 |
| Capital International Ltd | 105,575 | $1,022 萬 | 0.49% | +24,827+30.7% | 加碼 |
| Royal London Asset Management Ltd | 109,568 | $1,061 萬 | 0.03% | +529+0.5% | 加碼 |
| Public Employees Retirement System of Ohio | 112,534 | $1,090 萬 | 0.04% | −9,228−7.6% | 減碼 |
| Storebrand Asset Management AS | 113,659 | $1,101 萬 | 0.04% | −2,668−2.3% | 減碼 |
| Degroof Petercam Asset Management | 117,461 | $1,137 萬 | 0.14% | −50,000−29.9% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 119,700 | $1,159 萬 | 0.08% | +119,700 | 新進 |
| Capital International Sarl | 120,585 | $1,168 萬 | 0.39% | +32,231+36.5% | 加碼 |
| LPL Financial LLC | 121,857 | $1,180 萬 | 0.01% | −4,079−3.2% | 減碼 |
| Schroder Investment Management Group | 124,839 | $1,209 萬 | 0.01% | +66,168+112.8% | 加碼 |
| Jane Street Group, LLC | 126,210 | $1,222 萬 | 0.02% | −54,678−30.2% | 減碼 |
| QRG Capital Management, Inc. | 127,762 | $1,237 萬 | 0.16% | −4,866−3.7% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 128,754 | $1,247 萬 | 0.72% | +32,199+33.3% | 加碼 |
| Parallax Volatility Advisers, L.P. | 129,855 | $1,257 萬 | 0.36% | +129,855 | 新進 |
| Treasurer of the State of North Carolina | 131,316 | $1,272 萬 | 0.06% | +2,360+1.8% | 加碼 |
| Citigroup Inc | 132,465 | $1,283 萬 | 0.01% | −24,081−15.4% | 減碼 |