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 1,272 家機構在 13F 申報持有，市值合計 $785.1 億；方舟投資、橡樹資本等 3 位大師持有。
2024 年第 2 季 13F 持有人
Cloudflare, Inc. 在 2024/6/30 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
- 680
- 較 2024 年第 1 季 −43 家
- 持有股數
- 3.06 億
- 較 2024 年第 1 季 −4,668 萬 (−13.2%)
- 總市值
- $224.0 億
- 較 2024 年第 1 季 −$83.6 億 (−27.2%)
- 新進機構
- 76
- 另有 269 家加碼
- 清倉機構
- 119
- 另有 221 家減碼
另有 7 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 | 1,272 | $785.1 億 |
| 2026 年第 1 季 | 1,160 | $585.1 億 |
| 2025 年第 4 季 | 1,107 | $564.0 億 |
| 2025 年第 3 季 | 1,056 | $629.9 億 |
| 2025 年第 2 季 | 968 | $561.7 億 |
| 2025 年第 1 季 | 891 | $316.0 億 |
| 2024 年第 4 季 | 795 | $296.8 億 |
| 2024 年第 3 季 | 706 | $219.8 億 |
| 2024 年第 2 季 | 680 | $224.0 億 |
| 2024 年第 1 季 | 730 | $308.8 億 |
| 2023 年第 4 季 | 701 | $244.1 億 |
| 2023 年第 3 季 | 603 | $214.8 億 |
| 2023 年第 2 季 | 587 | $206.0 億 |
| 2023 年第 1 季 | 598 | $198.5 億 |
| 2022 年第 4 季 | 573 | $119.0 億 |
| 2022 年第 3 季 | 588 | $141.4 億 |
| 2022 年第 2 季 | 550 | $103.6 億 |
| 2022 年第 1 季 | 641 | $279.6 億 |
| 2021 年第 4 季 | 681 | $298.0 億 |
| 2021 年第 3 季 | 620 | $245.6 億 |
| 2021 年第 2 季 | 537 | $226.2 億 |
| 2021 年第 1 季 | 507 | $137.5 億 |
2024 年第 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital World Investors | 33,339,862 | $27.6 億 | 0.45% | +5,211,340+18.5% | 加碼 |
| Baillie Gifford & Co | 32,722,670 | $27.1 億 | 2.11% | +2,575,396+8.5% | 加碼 |
| Vanguard Group Inc | 29,831,345 | $24.7 億 | 0.05% | +1,259,292+4.4% | 加碼 |
| Morgan Stanley | 26,791,179 | $22.2 億 | 0.17% | −56,756,646−67.9% | 減碼 |
| BlackRock Inc. | 17,770,401 | $15.1 億 | 0.03% | +747,825+4.4% | 加碼 |
| FMR LLC | 13,136,026 | $11.0 億 | 0.07% | −1,984,454−13.1% | 減碼 |
| First Trust Advisors LP | 6,856,815 | $5.68 億 | 0.58% | +1,721,645+33.5% | 加碼 |
| State Street Corp | 6,302,137 | $5.46 億 | 0.02% | +68,598+1.1% | 加碼 |
| Sands Capital Management, LLC | 6,469,002 | $5.36 億 | 1.57% | +2,8800.0% | 加碼 |
| Geode Capital Management, LLC | 4,712,748 | $3.90 億 | 0.03% | +202,793+4.5% | 加碼 |
| Voya Investment Management LLC | 2,802,187 | $3.80 億 | 0.37% | +20,974+0.8% | 加碼 |
| Franklin Resources Inc | 2,161,291 | $2.55 億 | 0.08% | +56,382+2.7% | 加碼 |
| Legal & General Group Plc | 3,059,963 | $2.53 億 | 0.07% | −32,242−1.0% | 減碼 |
| Polar Capital Holdings Plc | 2,925,922 | $2.42 億 | 1.43% | +380,678+15.0% | 加碼 |
| Linden Advisors LP | – | $2.11 億 | 1.76% | – | – |
| Gilder Gagnon Howe & Co LLC | 2,331,304 | $1.93 億 | 2.42% | −30,787−1.3% | 減碼 |
| UBS Asset Management Americas Inc | 2,188,403 | $1.82 億 | 0.05% | +971,981+79.9% | 加碼 |
| 1832 Asset Management L.P. | 2,160,835 | $1.79 億 | 0.32% | −461,565−17.6% | 減碼 |
| Norges Bank | 2,054,340 | $1.70 億 | 0.03% | +734,085+55.6% | 加碼 |
| Citadel Advisors LLC | 1,639,258 | $1.48 億 | 0.15% | +1,565,225+2,114.2% | 加碼 |
| Northern Trust Corp | 1,772,801 | $1.47 億 | 0.02% | +79,923+4.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,661,425 | $1.38 億 | 0.10% | +19,446+1.2% | 加碼 |
| Deutsche Bank AG | 1,598,911 | $1.32 億 | 0.06% | +17,671+1.1% | 加碼 |
| Marshall Wace, LLP | 1,548,535 | $1.28 億 | 0.18% | +855,334+123.4% | 加碼 |
| American Century Companies Inc | 1,394,732 | $1.16 億 | 0.07% | +277,228+24.8% | 加碼 |
| Royal Bank of Canada | 1,289,797 | $1.12 億 | 0.03% | −22,718−1.7% | 減碼 |
| Bank of New York Mellon Corp | 2,151,670 | $1.04 億 | 0.02% | +35,884+1.7% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 1,205,000 | $9,981 萬 | 11.75% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 1,127,855 | $9,342 萬 | 0.02% | +55,422+5.2% | 加碼 |
| Strategy Capital LLC | 1,105,610 | $9,158 萬 | 8.99% | −265,266−19.4% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,081,979 | $8,962 萬 | 0.21% | −87,902−7.5% | 減碼 |
| Two Sigma Advisers, LP | 1,075,300 | $8,907 萬 | 0.20% | −1,171,200−52.1% | 減碼 |
| JPMorgan Chase & Co | 1,002,392 | $8,709 萬 | 0.00% | −545,868−35.3% | 減碼 |
| Steelhead Partners LLC | – | $8,696 萬 | 4.51% | – | – |
| Squarepoint Ops LLC | 1,039,999 | $8,614 萬 | 0.32% | −383,280−26.9% | 減碼 |
| Nikko Asset Management Americas, Inc. | 992,905 | $8,224 萬 | 0.95% | +60,071+6.4% | 加碼 |
| Penserra Capital Management LLC | 969,278 | $8,029 萬 | 1.02% | +133,682+16.0% | 加碼 |
| Bank of America Corp | 948,679 | $7,860 萬 | 0.01% | +44,980+5.0% | 加碼 |
| Two Sigma Investments, LP | 909,681 | $7,535 萬 | 0.18% | −907,966−50.0% | 減碼 |
| Swiss National Bank | 883,500 | $7,318 萬 | 0.05% | −3,400−0.4% | 減碼 |
| Bamco Inc | 864,163 | $7,158 萬 | 0.20% | +19,117+2.3% | 加碼 |
| Nuveen Asset Management, LLC | 843,907 | $6,990 萬 | 0.02% | +107,384+14.6% | 加碼 |
| Wolverine Asset Management LLC | – | $6,888 萬 | 1.30% | – | – |
| Goldman Sachs Group Inc | 822,472 | $6,813 萬 | 0.01% | +36,661+4.7% | 加碼 |
| SW Investment Management LLC | 800,000 | $6,626 萬 | 11.02% | +400,000+100.0% | 加碼 |
| Holocene Advisors, LP | 767,817 | $6,360 萬 | 0.27% | +677,335+748.6% | 加碼 |
| Price T Rowe Associates Inc | 760,337 | $6,298 萬 | 0.01% | −114,846−13.1% | 減碼 |
| Peregrine Capital Management LLC | 664,945 | $5,508 萬 | 1.61% | +116,138+21.2% | 加碼 |
| Calamos Advisors LLC | – | $5,484 萬 | 0.27% | – | – |
| Bessemer Group Inc | 592,538 | $4,908 萬 | 0.09% | −2,971−0.5% | 減碼 |
| Amundi | 568,398 | $4,849 萬 | 0.02% | −136,358−19.3% | 減碼 |
| Tenor Capital Management Co., L.P. | – | $4,555 萬 | 0.72% | – | 新進 |
| Walleye Capital LLC | 161,745 | $4,529 萬 | 0.48% | +88,621+121.2% | 加碼 |
| Lazard Asset Management LLC | 15,323 | $4,443 萬 | 0.06% | −2,250−12.8% | 減碼 |
| California Public Employees Retirement System | 500,494 | $4,146 萬 | 0.03% | −16,651−3.2% | 減碼 |
| Ameriprise Financial Inc | 490,296 | $4,061 萬 | 0.01% | +83,246+20.5% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 472,100 | $3,910 萬 | 0.10% | −70.0% | 減碼 |
| California State Teachers Retirement System | 470,336 | $3,896 萬 | 0.05% | +22,523+5.0% | 加碼 |
| National Pension Service | 467,861 | $3,875 萬 | 0.04% | +42,771+10.1% | 加碼 |
| Sculptor Capital LP | – | $3,637 萬 | 0.75% | – | – |
| Grandeur Peak Global Advisors, LLC | 412,999 | $3,421 萬 | 2.73% | +77,593+23.1% | 加碼 |
| SpiderRock Advisors, LLC | 398,784 | $3,303 萬 | 0.87% | +80.0% | 加碼 |
| Rhumbline Advisers | 398,696 | $3,302 萬 | 0.03% | +3,395+0.9% | 加碼 |
| UBS Group AG | 397,102 | $3,289 萬 | 0.01% | +19,931+5.3% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 395,205 | $3,273 萬 | 0.29% | +1,825+0.5% | 加碼 |
| Advent Capital Management | – | $3,229 萬 | 0.78% | – | 新進 |
| Man Group plc | 377,884 | $3,130 萬 | 0.08% | −68,649−15.4% | 減碼 |
| Long Walk Management LP | 373,500 | $3,094 萬 | 14.61% | +168,500+82.2% | 加碼 |
| La Financiere de L'Echiquier | 372,600 | $3,086 萬 | 1.35% | −10,000−2.6% | 減碼 |
| Capital Fund Management S.A. | 358,030 | $2,966 萬 | 0.34% | −37,107−9.4% | 減碼 |
| Readystate Asset Management LP | 355,560 | $2,945 萬 | 1.40% | +166,120+87.7% | 加碼 |
| Bank of Montreal | 350,173 | $2,910 萬 | 0.01% | +132,514+60.9% | 加碼 |
| Kames Capital plc | 341,707 | $2,831 萬 | 0.40% | +129,124+60.7% | 加碼 |
| Great West Life Assurance Co | 341,484 | $2,831 萬 | 0.05% | +10,703+3.2% | 加碼 |
| Dimensional Fund Advisors LP | 326,853 | $2,707 萬 | 0.01% | +1,460+0.4% | 加碼 |
| Whetstone Capital Advisors, LLC | 325,248 | $2,694 萬 | 12.50% | +2,189+0.7% | 加碼 |
| Vontobel Holding Ltd. | 316,528 | $2,622 萬 | 0.09% | +10,439+3.4% | 加碼 |
| Value Star Asset Management (Hong Kong) Ltd | 316,332 | $2,620 萬 | 9.71% | −36,468−10.3% | 減碼 |
| Pinebridge Investments, L.P. | 304,065 | $2,517 萬 | 0.20% | −45,218−12.9% | 減碼 |
| Fred Alger Management, LLC | 302,718 | $2,507 萬 | 0.12% | +65,529+27.6% | 加碼 |
| Ensign Peak Advisors, Inc | 302,205 | $2,503 萬 | 0.05% | −336,501−52.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 301,358 | $2,496 萬 | 0.05% | +644+0.2% | 加碼 |
| Balyasny Asset Management LLC | 301,228 | $2,495 萬 | 0.06% | +146,793+95.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 132,544 | $2,481 萬 | 0.03% | +46,772+54.5% | 加碼 |
| Verition Fund Management LLC | 20,159 | $2,445 萬 | 0.19% | +4,153+25.9% | 加碼 |
| New York State Common Retirement Fund | 6,830,063 | $2,431 萬 | 0.03% | +6,615,249+3,079.5% | 加碼 |
| Aviva PLC | 29,689 | $2,428 萬 | 0.07% | +11,374+62.1% | 加碼 |
| Lord, Abbett & Co. LLC | 26,718,000 | $2,425 萬 | 0.04% | −1,248,000−4.5% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 283,763 | $2,350 萬 | 0.03% | +26,779+10.4% | 加碼 |
| Capstone Investment Advisors, LLC | – | $2,293 萬 | 0.50% | – | – |
| Invesco Ltd. | 269,091 | $2,229 萬 | 0.00% | −1,308,333−82.9% | 減碼 |
| BNP Paribas Arbitrage, SA | – | $2,223 萬 | 0.02% | – | – |
| Millennium Management LLC | 179,708 | $2,171 萬 | 0.02% | +105,346+141.7% | 加碼 |
| APG Asset Management N.V. | 274,626 | $2,122 萬 | 0.04% | +19,921+7.8% | 加碼 |
| NZS Capital, LLC | 256,110 | $2,121 萬 | 0.87% | +11,754+4.8% | 加碼 |
| Allen Investment Management LLC | 254,947 | $2,112 萬 | 0.26% | +59,457+30.4% | 加碼 |
| Wells Fargo & Company | 211,723 | $2,101 萬 | 0.01% | −13,684−6.1% | 減碼 |
| CNH Partners LLC | – | $2,084 萬 | 0.54% | – | 新進 |
| Hartline Investment Corp | 241,953 | $2,004 萬 | 2.69% | +241,953 | 新進 |
| Asset Management One Co.,Ltd. | 236,122 | $1,956 萬 | 0.07% | +13,513+6.1% | 加碼 |