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 $749.7 億；方舟投資和索羅斯基金管理兩位大師持有。
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
- 652
- 較 2024 年第 1 季 −50 家
- 持有股數
- 2.55 億
- 較 2024 年第 1 季 +629.9 萬 (+2.5%)
- 總市值
- $211.1 億
- 較 2024 年第 1 季 −$29.3 億 (−12.2%)
- 新進機構
- 69
- 另有 269 家加碼
- 清倉機構
- 119
- 另有 214 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 | 1,228 | $749.7 億 |
| 2026 年第 1 季 | 1,139 | $570.6 億 |
| 2025 年第 4 季 | 1,091 | $548.7 億 |
| 2025 年第 3 季 | 1,039 | $614.2 億 |
| 2025 年第 2 季 | 947 | $545.8 億 |
| 2025 年第 1 季 | 872 | $300.5 億 |
| 2024 年第 4 季 | 772 | $284.3 億 |
| 2024 年第 3 季 | 680 | $207.5 億 |
| 2024 年第 2 季 | 652 | $211.9 億 |
| 2024 年第 1 季 | 709 | $296.4 億 |
| 2023 年第 4 季 | 678 | $232.8 億 |
| 2023 年第 3 季 | 573 | $158.1 億 |
| 2023 年第 2 季 | 560 | $160.4 億 |
| 2023 年第 1 季 | 572 | $162.0 億 |
| 2022 年第 4 季 | 550 | $109.7 億 |
| 2022 年第 3 季 | 563 | $128.6 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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 8,454 | $70.0 萬 | 0.03% | +267+3.3% | 加碼 |
| Semanteon Capital Management, LP | 8,457 | $70.0 萬 | 0.50% | −4,243−33.4% | 減碼 |
| AQR Capital Management LLC | 8,481 | $70.2 萬 | 0.00% | −43,699−83.7% | 減碼 |
| Atlas Brown,Inc. | 8,503 | $70.4 萬 | 0.25% | +20+0.2% | 加碼 |
| Plato Investment Management Ltd | 8,537 | $70.7 萬 | 0.07% | +2,934+52.4% | 加碼 |
| Seven Eight Capital, LP | 8,592 | $71.2 萬 | 0.07% | −40,498−82.5% | 減碼 |
| Engineers Gate Manager LP | 8,630 | $71.5 萬 | 0.02% | −60,159−87.5% | 減碼 |
| Peterson Wealth Services | 8,633 | $71.5 萬 | 0.25% | +1,405+19.4% | 加碼 |
| Acadian Asset Management LLC | 8,691 | $71.8 萬 | 0.00% | −3,706−29.9% | 減碼 |
| RFG Advisory, LLC | 8,672 | $71.8 萬 | 0.02% | +1,366+18.7% | 加碼 |
| Perigon Wealth Management, LLC | 8,701 | $72.1 萬 | 0.02% | −6,194−41.6% | 減碼 |
| GraniteShares Advisors LLC | 8,735 | $72.4 萬 | 0.24% | +2,565+41.6% | 加碼 |
| Guggenheim Capital LLC | 8,759 | $72.6 萬 | 0.01% | −1,245−12.4% | 減碼 |
| Leonteq Securities AG | 8,809 | $73.0 萬 | 0.10% | −1,555−15.0% | 減碼 |
| Aspiriant, LLC | 8,837 | $73.2 萬 | 0.03% | −5,629−38.9% | 減碼 |
| Financial Advisory Service, Inc. | 8,860 | $73.4 萬 | 0.06% | −53−0.6% | 減碼 |
| Nicholas Investment Partners, LP | 9,138 | $75.7 萬 | 0.08% | −185−2.0% | 減碼 |
| Colony Group, LLC | 9,610 | $79.6 萬 | 0.00% | +24+0.3% | 加碼 |
| Barings LLC | 9,657 | $80.0 萬 | 0.02% | −3,321−25.6% | 減碼 |
| Signaturefd, LLC | 9,813 | $81.3 萬 | 0.02% | −39−0.4% | 減碼 |
| Brandywine Managers, LLC | 9,906 | $82.1 萬 | 0.87% | +9,906 | 新進 |
| Prudential Financial Inc | 9,924 | $82.2 萬 | 0.00% | −3,722−27.3% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 9,938 | $82.3 萬 | 0.04% | +1,052+11.8% | 加碼 |
| Steel Peak Wealth Management LLC | 10,039 | $83.2 萬 | 0.04% | +39+0.4% | 加碼 |
| Malaga Cove Capital, LLC | 10,058 | $83.3 萬 | 0.34% | −24−0.2% | 減碼 |
| CIBC Asset Management Inc | 10,084 | $83.5 萬 | 0.00% | +847+9.2% | 加碼 |
| Ieq Capital, LLC | 10,139 | $84.0 萬 | 0.01% | −513−4.8% | 減碼 |
| Mackenzie Financial Corp | 10,315 | $85.4 萬 | 0.00% | −12,592−55.0% | 減碼 |
| Grandview Asset Management LLC | 10,353 | $85.8 萬 | 0.50% | −252−2.4% | 減碼 |
| Commerce Bank | 10,470 | $86.7 萬 | 0.01% | −71−0.7% | 減碼 |
| Neuberger Berman Group LLC | 10,533 | $87.2 萬 | 0.00% | +1,246+13.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 10,676 | $88.4 萬 | 0.01% | +69+0.7% | 加碼 |
| Sanctuary Advisors, LLC | 10,298 | $90.6 萬 | 0.01% | +10,298 | 新進 |
| Dai-Ichi Life Insurance Company, Ltd | 11,357 | $94.1 萬 | 0.02% | 00.0% | 不變 |
| Optiver Holding B.V. | 11,374 | $94.2 萬 | 0.02% | −30,961−73.1% | 減碼 |
| Green Alpha Advisors, LLC | 11,383 | $94.3 萬 | 0.76% | −616−5.1% | 減碼 |
| Jackson Square Capital, LLC | 11,516 | $95.4 萬 | 0.23% | −1,424−11.0% | 減碼 |
| Comerica Bank | 11,600 | $96.1 萬 | 0.00% | −16,956−59.4% | 減碼 |
| Graham Capital Management, L.P. | 11,635 | $96.4 萬 | 0.03% | −92,587−88.8% | 減碼 |
| XTX Topco Ltd | 11,787 | $97.6 萬 | 0.08% | +6,285+114.2% | 加碼 |
| Western Financial Corp | 12,140 | $100.6 萬 | 0.61% | +1,416+13.2% | 加碼 |
| Afg Fiduciary Services Limited Partnership | 12,873 | $101.3 萬 | 0.71% | +1,925+17.6% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 12,314 | $101.9 萬 | 0.29% | −204−1.6% | 減碼 |
| Advisory Resource Group | 12,416 | $102.8 萬 | 0.23% | +4,536+57.6% | 加碼 |
| Park Avenue Securities LLC | 12,798 | $106.0 萬 | 0.01% | −5,546−30.2% | 減碼 |
| AustralianSuper Pty Ltd | 12,846 | $106.4 萬 | 0.01% | 00.0% | 不變 |
| Lido Advisors, LLC | 12,993 | $107.6 萬 | 0.01% | +1,154+9.7% | 加碼 |
| Fox Run Management, L.L.C. | 13,130 | $108.8 萬 | 0.20% | −5,332−28.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 13,336 | $109.1 萬 | 0.01% | −31,849−70.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 13,170 | $109.1 萬 | 0.00% | −371−2.7% | 減碼 |
| Vinva Investment Management Ltd | 13,374 | $109.4 萬 | 0.05% | −15,138−53.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 13,574 | $112.4 萬 | 0.00% | −980−6.7% | 減碼 |
| Farther Finance Advisors, LLC | 13,446 | $112.9 萬 | 0.05% | +3,035+29.2% | 加碼 |
| Harvest Investment Services, LLC | 13,637 | $113.0 萬 | 0.45% | +5,315+63.9% | 加碼 |
| Avitas Wealth Management LLC | 13,730 | $113.7 萬 | 0.17% | −64−0.5% | 減碼 |
| Old Well Partners, LLC | 14,400 | $119.3 萬 | 1.41% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 14,409 | $119.3 萬 | 0.05% | +952+7.1% | 加碼 |
| Blue Barn Wealth, LLC | 14,437 | $119.6 萬 | 0.67% | +40.0% | 加碼 |
| M&T Bank Corp | 14,721 | $121.9 萬 | 0.00% | −1,680−10.2% | 減碼 |
| Omers Administration Corp | 14,721 | $121.9 萬 | 0.01% | +14,721 | 新進 |
| Two Sigma Securities, LLC | 14,830 | $122.8 萬 | 0.06% | −33,349−69.2% | 減碼 |
| Robeco Institutional Asset Management B.V. | 15,068 | $124.8 萬 | 0.00% | −55,702−78.7% | 減碼 |
| MBM Wealth Consultants, LLC | 15,331 | $126.6 萬 | 0.43% | +3,812+33.1% | 加碼 |
| Lazard Asset Management LLC | 15,323 | $126.9 萬 | 0.00% | −2,250−12.8% | 減碼 |
| Oppenheimer & Co Inc | 15,563 | $128.9 萬 | 0.02% | +4,121+36.0% | 加碼 |
| Cresset Asset Management, LLC | 15,621 | $129.4 萬 | 0.01% | −3,675−19.0% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 15,710 | $130.1 萬 | 0.30% | +1,395+9.7% | 加碼 |
| CIBC World Markets Corp | 16,089 | $133.3 萬 | 0.01% | +3,964+32.7% | 加碼 |
| ARS Investment Partners, LLC | 16,396 | $135.8 萬 | 0.13% | −1,240−7.0% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 14,757 | $136.0 萬 | 0.01% | −26,215−64.0% | 減碼 |
| CenterBook Partners LP | 16,640 | $137.8 萬 | 0.09% | −11,358−40.6% | 減碼 |
| Knollwood Investment Advisory, LLC | 16,800 | $139.2 萬 | 0.15% | +16,800 | 新進 |
| Nisa Investment Advisors, LLC | 17,275 | $143.1 萬 | 0.01% | 00.0% | 不變 |
| Quantinno Capital Management LP | 17,319 | $143.5 萬 | 0.03% | +11,028+175.3% | 加碼 |
| Profund Advisors LLC | 17,440 | $144.5 萬 | 0.05% | −1,934−10.0% | 減碼 |
| SG Americas Securities, LLC | 17,841 | $147.8 萬 | 0.01% | −7,333−29.1% | 減碼 |
| Nwi Management LP | 18,000 | $149.1 萬 | 0.19% | 00.0% | 不變 |
| Vident Advisory, LLC | 18,014 | $149.2 萬 | 0.04% | −83,832−82.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 18,099 | $149.9 萬 | 0.00% | +4,625+34.3% | 加碼 |
| Pier 88 Investment Partners LLC | 18,560 | $153.7 萬 | 0.34% | +10,130+120.2% | 加碼 |
| Private Advisor Group, LLC | 18,627 | $154.3 萬 | 0.01% | −35−0.2% | 減碼 |
| Castle Rock Wealth Management, LLC | 18,781 | $157.7 萬 | 0.39% | +991+5.6% | 加碼 |
| MetLife Investment Management | 19,276 | $159.7 萬 | 0.01% | +1,394+7.8% | 加碼 |
| Numerai GP LLC | 19,380 | $160.5 萬 | 0.58% | +19,380 | 新進 |
| Toroso Investments, LLC | 19,688 | $163.1 萬 | 0.02% | +6,336+47.5% | 加碼 |
| Beacon Pointe Advisors, LLC | 19,969 | $165.4 萬 | 0.02% | +1,331+7.1% | 加碼 |
| Verition Fund Management LLC | 20,159 | $167.0 萬 | 0.01% | +4,153+25.9% | 加碼 |
| Amalgamated Bank | 20,316 | $168.3 萬 | 0.01% | +714+3.6% | 加碼 |
| Daiwa Securities Group Inc. | 20,452 | $169.4 萬 | 0.01% | +1,000+5.1% | 加碼 |
| Highland Capital Management, LLC | 20,709 | $171.5 萬 | 0.10% | −3,077−12.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 20,716 | $171.6 萬 | 0.00% | −410−1.9% | 減碼 |
| Janney Montgomery Scott LLC | 20,867 | $172.8 萬 | 0.01% | +7,067+51.2% | 加碼 |
| Kadensa Capital Ltd | 20,906 | $173.2 萬 | 0.41% | +10,563+102.1% | 加碼 |
| Concentric Capital Strategies, LP | 20,945 | $173.5 萬 | 0.11% | +20,945 | 新進 |
| Viking Fund Management LLC | 21,000 | $173.9 萬 | 0.31% | +21,000 | 新進 |
| Harbor Capital Advisors, Inc. | 21,005 | $174.0 萬 | 0.13% | +1,699+8.8% | 加碼 |
| D.A. Davidson & Co. | 21,019 | $174.1 萬 | 0.02% | −208−1.0% | 減碼 |
| Janus Henderson Group PLC | 21,656 | $179.4 萬 | 0.00% | −5,098−19.1% | 減碼 |
| Ci Investments Inc. | 21,776 | $180.4 萬 | 0.01% | +17,777+444.5% | 加碼 |
| CI Private Wealth, LLC | 21,936 | $181.7 萬 | 0.00% | −1,523−6.5% | 減碼 |