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 |
|---|---|---|---|---|---|
| Forte Capital LLC | 135,018 | $1,307 萬 | 1.62% | +518+0.4% | 加碼 |
| Atika Capital Management LLC | 145,100 | $1,405 萬 | 1.58% | +145,100 | 新進 |
| Pictet Asset Management Holding SA | 149,759 | $1,450 萬 | 0.02% | −10,449−6.5% | 減碼 |
| Mizuho Markets Americas LLC | 150,068 | $1,453 萬 | 0.40% | +20,000+15.4% | 加碼 |
| Balyasny Asset Management LLC | 154,435 | $1,495 萬 | 0.04% | +154,435 | 新進 |
| Carnegie Capital Asset Management, LLC | 155,120 | $1,502 萬 | 0.47% | +2,360+1.5% | 加碼 |
| State of Wisconsin Investment Board | 157,854 | $1,529 萬 | 0.04% | +14,403+10.0% | 加碼 |
| Alberta Investment Management Corp | 159,305 | $1,543 萬 | 0.16% | −80,697−33.6% | 減碼 |
| Handelsbanken Fonder AB | 163,571 | $1,584 萬 | 0.07% | +40,631+33.0% | 加碼 |
| RPG Investment Advisory, LLC | 164,525 | $1,593 萬 | 2.39% | −1,343−0.8% | 減碼 |
| 12 West Capital Management LP | 165,000 | $1,598 萬 | 1.45% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 168,338 | $1,630 萬 | 0.05% | +10,245+6.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 169,481 | $1,641 萬 | 0.15% | +12,700+8.1% | 加碼 |
| Cubist Systematic Strategies, LLC | 170,471 | $1,651 萬 | 0.19% | +7,087+4.3% | 加碼 |
| Principal Financial Group Inc | 174,459 | $1,689 萬 | 0.01% | +98,442+129.5% | 加碼 |
| Wellington Management Group LLP | 178,321 | $1,727 萬 | 0.00% | +178,321 | 新進 |
| Soros Fund Management LLC大師索羅斯基金管理 | 185,356 | $1,795 萬 | 0.42% | +185,356 | 新進 |
| Caisse de Depot Et Placement du Quebec | 186,470 | $1,806 萬 | 0.04% | +186,470 | 新進 |
| Readystate Asset Management LP | 189,440 | $1,834 萬 | 0.65% | −19,418−9.3% | 減碼 |
| Envestnet Asset Management Inc | 191,109 | $1,851 萬 | 0.01% | −12,462−6.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 300,714 | $1,854 萬 | 0.04% | −12,614−4.0% | 減碼 |
| Allen Investment Management LLC | 195,490 | $1,893 萬 | 0.24% | 00.0% | 不變 |
| Long Walk Management LP | 205,000 | $1,985 萬 | 9.90% | +52,000+34.0% | 加碼 |
| Kames Capital plc | 212,583 | $2,057 萬 | 0.31% | −115,197−35.1% | 減碼 |
| New York State Common Retirement Fund | 214,814 | $2,080 萬 | 0.03% | −39,582−15.6% | 減碼 |
| Bank of Montreal | 217,659 | $2,111 萬 | 0.01% | −37,131−14.6% | 減碼 |
| Asset Management One Co.,Ltd. | 222,609 | $2,156 萬 | 0.08% | +9,303+4.4% | 加碼 |
| Wells Fargo & Company | 225,407 | $2,183 萬 | 0.01% | +3,375+1.5% | 加碼 |
| APG Asset Management N.V. | 254,705 | $2,284 萬 | 0.04% | +52,658+26.1% | 加碼 |
| Fred Alger Management, LLC | 237,189 | $2,297 萬 | 0.11% | +140,090+144.3% | 加碼 |
| NZS Capital, LLC | 244,356 | $2,366 萬 | 0.98% | −34,876−12.5% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 256,984 | $2,488 萬 | 0.03% | +7,842+3.1% | 加碼 |
| Quadrature Capital Ltd | 275,057 | $2,662 萬 | 0.45% | +275,057 | 新進 |
| Trexquant Investment LP | 283,376 | $2,744 萬 | 0.55% | +230,229+433.2% | 加碼 |
| Natixis | 292,619 | $2,833 萬 | 0.16% | +292,619 | 新進 |
| Danske Bank A/S | 292,992 | $2,837 萬 | 0.09% | +292,992 | 新進 |
| HSBC Holdings PLC | 297,970 | $2,884 萬 | 0.02% | +159,240+114.8% | 加碼 |
| Vontobel Holding Ltd. | 306,089 | $2,964 萬 | 0.24% | +27,224+9.8% | 加碼 |
| Whetstone Capital Advisors, LLC | 323,059 | $3,128 萬 | 13.69% | −1300.0% | 減碼 |
| Dimensional Fund Advisors LP | 325,393 | $3,151 萬 | 0.01% | +39,789+13.9% | 加碼 |
| Alliancebernstein L.P. | 330,272 | $3,198 萬 | 0.01% | −26,165−7.3% | 減碼 |
| Great West Life Assurance Co | 330,781 | $3,202 萬 | 0.06% | −49,893−13.1% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 335,406 | $3,248 萬 | 2.58% | −122,559−26.8% | 減碼 |
| Pinebridge Investments, L.P. | 349,283 | $3,380 萬 | 0.27% | +223,798+178.3% | 加碼 |
| Value Star Asset Management (Hong Kong) Ltd | 352,800 | $3,416 萬 | 11.78% | 00.0% | 不變 |
| UBS Group AG | 377,171 | $3,652 萬 | 0.01% | +152,219+67.7% | 加碼 |
| La Financiere de L'Echiquier | 382,600 | $3,705 萬 | 1.60% | −25,000−6.1% | 減碼 |
| SpiderRock Advisors, LLC | 398,776 | $3,774 萬 | 1.22% | +398,776 | 新進 |
| ARK Investment Management LLC大師方舟投資 | 393,380 | $3,809 萬 | 0.26% | −47,488−10.8% | 減碼 |
| Capital Fund Management S.A. | 395,137 | $3,826 萬 | 0.47% | +175,175+79.6% | 加碼 |
| Rhumbline Advisers | 395,301 | $3,828 萬 | 0.04% | +5,036+1.3% | 加碼 |
| SW Investment Management LLC | 400,000 | $3,873 萬 | 12.44% | −50,000−11.1% | 減碼 |
| Barclays PLC | 404,596 | $3,918 萬 | 0.02% | +95,579+30.9% | 加碼 |
| Ameriprise Financial Inc | 407,050 | $3,941 萬 | 0.01% | −94,291−18.8% | 減碼 |
| National Pension Service | 425,090 | $4,116 萬 | 0.05% | −14,739−3.4% | 減碼 |
| Man Group plc | 446,533 | $4,324 萬 | 0.12% | +210,940+89.5% | 加碼 |
| California State Teachers Retirement System | 447,813 | $4,336 萬 | 0.05% | +20,533+4.8% | 加碼 |
| Los Angeles Capital Management LLC | 453,651 | $4,393 萬 | 0.15% | +265,281+140.8% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 472,107 | $4,571 萬 | 0.11% | +2,756+0.6% | 加碼 |
| California Public Employees Retirement System | 517,145 | $5,008 萬 | 0.04% | −7,602−1.4% | 減碼 |
| Peregrine Capital Management LLC | 548,807 | $5,314 萬 | 1.52% | −9,086−1.6% | 減碼 |
| Bessemer Group Inc | 595,509 | $5,766 萬 | 0.10% | −350,585−37.1% | 減碼 |
| Amundi | 704,756 | $6,111 萬 | 0.03% | +74,976+11.9% | 加碼 |
| Ensign Peak Advisors, Inc | 638,706 | $6,185 萬 | 0.11% | +42,126+7.1% | 加碼 |
| Marshall Wace, LLP | 693,201 | $6,712 萬 | 0.11% | +173,186+33.3% | 加碼 |
| Nuveen Asset Management, LLC | 736,523 | $7,132 萬 | 0.02% | −90,466−10.9% | 減碼 |
| Qube Research & Technologies Ltd | 759,109 | $7,350 萬 | 0.13% | +409,932+117.4% | 加碼 |
| JPMorgan Chase & Co | 774,130 | $7,496 萬 | 0.01% | +599,057+342.2% | 加碼 |
| Goldman Sachs Group Inc | 785,811 | $7,609 萬 | 0.02% | −138,816−15.0% | 減碼 |
| Penserra Capital Management LLC | 835,596 | $8,091 萬 | 1.02% | +813,805+3,734.6% | 加碼 |
| Bamco Inc | 845,046 | $8,183 萬 | 0.22% | −90,239−9.6% | 減碼 |
| Price T Rowe Associates Inc | 875,183 | $8,475 萬 | 0.01% | +149,866+20.7% | 加碼 |
| Swiss National Bank | 886,900 | $8,588 萬 | 0.06% | +17,700+2.0% | 加碼 |
| Bank of America Corp | 903,699 | $8,751 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 |
| Credit Suisse AG | 1,039,634 | $1.01 億 | 0.10% | −70,027−6.3% | 減碼 |
| Charles Schwab Investment Management Inc | 1,072,433 | $1.04 億 | 0.02% | +41,751+4.1% | 加碼 |
| American Century Companies Inc | 1,117,504 | $1.08 億 | 0.07% | −97,147−8.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,169,881 | $1.13 億 | 0.26% | −102,746−8.1% | 減碼 |
| Optimus Prime Fund Management Co., Ltd. | 1,205,000 | $1.17 億 | 11.65% | +275,000+29.6% | 加碼 |
| Bank of New York Mellon Corp | 1,215,786 | $1.18 億 | 0.02% | −94,198−7.2% | 減碼 |
| UBS Asset Management Americas Inc | 1,216,422 | $1.18 億 | 0.04% | +51,797+4.4% | 加碼 |
| Royal Bank of Canada | 1,312,515 | $1.27 億 | 0.03% | −88,126−6.3% | 減碼 |
| Norges Bank | 1,320,255 | $1.28 億 | 0.02% | −1,344,380−50.5% | 減碼 |
| Strategy Capital LLC | 1,370,876 | $1.33 億 | 13.48% | +27,622+2.1% | 加碼 |
| Squarepoint Ops LLC | 1,423,279 | $1.38 億 | 0.57% | +1,002,500+238.2% | 加碼 |
| Invesco Ltd. | 1,577,424 | $1.53 億 | 0.03% | +467,028+42.1% | 加碼 |
| Deutsche Bank AG | 1,581,240 | $1.53 億 | 0.07% | +222,156+16.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,641,979 | $1.59 億 | 0.11% | −36,951−2.2% | 減碼 |
| Voloridge Investment Management, LLC | 1,663,499 | $1.61 億 | 0.59% | +666,205+66.8% | 加碼 |
| Northern Trust Corp | 1,692,878 | $1.64 億 | 0.03% | −20,563−1.2% | 減碼 |
| Two Sigma Investments, LP | 1,817,647 | $1.76 億 | 0.43% | −291,082−13.8% | 減碼 |
| Franklin Resources Inc | 2,104,909 | $2.04 億 | 0.06% | −317,283−13.1% | 減碼 |
| Two Sigma Advisers, LP | 2,246,500 | $2.18 億 | 0.50% | +259,500+13.1% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 2,362,091 | $2.29 億 | 2.86% | −90,386−3.7% | 減碼 |
| Polar Capital Holdings Plc | 2,545,244 | $2.46 億 | 1.49% | +1,815,021+248.6% | 加碼 |
| 1832 Asset Management L.P. | 2,622,400 | $2.54 億 | 0.46% | −294,200−10.1% | 減碼 |
| Voya Investment Management LLC | 2,781,213 | $2.69 億 | 0.26% | −235,679−7.8% | 減碼 |
| Legal & General Group Plc | 3,092,205 | $2.99 億 | 0.09% | −221,772−6.7% | 減碼 |
| Geode Capital Management, LLC | 4,509,955 | $4.36 億 | 0.04% | +202,584+4.7% | 加碼 |