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 |
|---|---|---|---|---|---|
| Tiemann Investment Advisors, LLC | 22,141 | $183.4 萬 | 0.82% | 00.0% | 不變 |
| Susquehanna Portfolio Strategies, LLC | 22,267 | $184.4 萬 | 0.08% | 00.0% | 不變 |
| MBB Public Markets I LLC | 22,356 | $185.2 萬 | 0.04% | +19,600+711.2% | 加碼 |
| Pathstone Holdings, LLC | 22,901 | $189.7 萬 | 0.01% | −1,016−4.2% | 減碼 |
| Maryland State Retirement & Pension System | 23,063 | $191.0 萬 | 0.04% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 23,456 | $194.3 萬 | 0.01% | +216+0.9% | 加碼 |
| Robeco Schweiz AG | 23,700 | $196.3 萬 | 0.04% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,712 | $196.4 萬 | 0.02% | −33−0.1% | 減碼 |
| Truist Financial Corp | 23,775 | $196.9 萬 | 0.00% | −4,185−15.0% | 減碼 |
| Gulf International Bank (UK) Ltd | 23,875 | $197.7 萬 | 0.05% | −3,982−14.3% | 減碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 24,000 | $198.8 萬 | 1.29% | +5,000+26.3% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 24,000 | $198.8 萬 | 0.31% | +24,000 | 新進 |
| Alps Advisors Inc | 24,015 | $198.9 萬 | 0.01% | +2,760+13.0% | 加碼 |
| Macquarie Group Ltd | 24,100 | $199.7 萬 | 0.00% | −33,349−58.0% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 24,500 | $200.4 萬 | 0.03% | −95−0.4% | 減碼 |
| Ethic Inc. | 24,433 | $202.4 萬 | 0.05% | +1,384+6.0% | 加碼 |
| Clear Harbor Asset Management, LLC | 24,567 | $203.5 萬 | 0.18% | +537+2.2% | 加碼 |
| Dantai Capital Ltd | 24,980 | $206.9 萬 | 2.33% | 00.0% | 不變 |
| Capital Group Investment Management Pte. Ltd. | 25,180 | $208.6 萬 | 0.45% | +2,391+10.5% | 加碼 |
| Intech Investment Management LLC | 25,369 | $210.1 萬 | 0.03% | −52,245−67.3% | 減碼 |
| JustInvest LLC | 25,422 | $210.6 萬 | 0.04% | +1,330+5.5% | 加碼 |
| Advisor Group Holdings, Inc. | 25,455 | $210.9 萬 | 0.00% | −8,150−24.3% | 減碼 |
| TrueMark Investments, LLC | 26,167 | $216.7 萬 | 0.74% | +26,167 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 26,393 | $218.6 萬 | 0.01% | +6,777+34.5% | 加碼 |
| Sepio Capital, LP | 26,416 | $218.8 萬 | 0.20% | +325+1.2% | 加碼 |
| Creative Planning | 26,763 | $221.7 萬 | 0.00% | +2,255+9.2% | 加碼 |
| Brighton Jones LLC | 26,799 | $222.0 萬 | 0.07% | −31−0.1% | 減碼 |
| Elo Mutual Pension Insurance Co | 27,196 | $225.3 萬 | 0.05% | +136+0.5% | 加碼 |
| EFG Asset Management (Americas) Corp. | 27,418 | $227.1 萬 | 0.44% | +8,495+44.9% | 加碼 |
| Jasper Ridge Partners, L.P. | 27,835 | $230.6 萬 | 0.07% | 00.0% | 不變 |
| Lountzis Asset Management, LLC | 28,523 | $236.3 萬 | 1.10% | −130.0% | 減碼 |
| Toronto Dominion Bank | 28,562 | $236.6 萬 | 0.00% | −30−0.1% | 減碼 |
| Wealthfront Advisers LLC | 28,604 | $236.9 萬 | 0.01% | +4,870+20.5% | 加碼 |
| Aviva PLC | 29,689 | $245.9 萬 | 0.01% | +11,374+62.1% | 加碼 |
| EFG Asset Management (North America) Corp. | 30,180 | $250.1 萬 | 0.43% | −4,508−13.0% | 減碼 |
| Banque Cantonale Vaudoise | 30,427 | $252.0 萬 | 0.10% | −1,600−5.0% | 減碼 |
| Van Eck Associates Corp | 30,697 | $254.3 萬 | 0.00% | +23,521+327.8% | 加碼 |
| Public Employees Retirement Association of Colorado | 30,755 | $254.7 萬 | 0.01% | −358−1.2% | 減碼 |
| Rafferty Asset Management, LLC | 30,776 | $254.9 萬 | 0.01% | −369−1.2% | 減碼 |
| Soltis Investment Advisors LLC | 31,336 | $259.6 萬 | 0.27% | −67−0.2% | 減碼 |
| Allianz Asset Management GmbH | 31,598 | $261.7 萬 | 0.00% | +13,048+70.3% | 加碼 |
| Consolidated Press International Holdings Ltd | 32,391 | $268.3 萬 | 0.34% | +32,391 | 新進 |
| PDT Partners, LLC | 32,502 | $269.2 萬 | 0.25% | −10,698−24.8% | 減碼 |
| Private Advisory Group LLC | 32,680 | $270.7 萬 | 0.36% | +5,137+18.7% | 加碼 |
| SWS Partners | 32,737 | $271.2 萬 | 0.81% | +428+1.3% | 加碼 |
| Blair William & Co | 32,865 | $272.2 萬 | 0.01% | +752+2.3% | 加碼 |
| AIA Group Ltd | 32,879 | $272.3 萬 | 0.08% | +9,527+40.8% | 加碼 |
| Canada Pension Plan Investment Board | 32,983 | $273.2 萬 | 0.00% | +7,919+31.6% | 加碼 |
| Raymond James & Associates | 33,129 | $274.4 萬 | 0.00% | −36,645−52.5% | 減碼 |
| MML Investors Services, LLC | 33,238 | $275.3 萬 | 0.01% | −10,775−24.5% | 減碼 |
| Executive Wealth Management, LLC | 34,207 | $283.3 萬 | 0.52% | +3,261+10.5% | 加碼 |
| Nissay Asset Management Corp | 34,425 | $285.1 萬 | 0.02% | +1,166+3.5% | 加碼 |
| Frontier Capital Management Co LLC | 34,840 | $288.6 萬 | 0.03% | −31,755−47.7% | 減碼 |
| Y.D. More Investments Ltd | 35,227 | $291.8 萬 | 0.30% | +2,053+6.2% | 加碼 |
| PEAK6 Investments LLC | 35,526 | $294.3 萬 | 0.14% | +35,526 | 新進 |
| Nia Impact Advisors, LLC | 36,252 | $300.3 萬 | 1.08% | −1,409−3.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 36,530 | $302.6 萬 | 0.02% | −1,582−4.2% | 減碼 |
| Independent Advisor Alliance | 36,592 | $303.1 萬 | 0.10% | +1,566+4.5% | 加碼 |
| Mercer Global Advisors Inc | 36,821 | $304.6 萬 | 0.01% | −15,730−29.9% | 減碼 |
| KBC Group NV | 36,908 | $305.7 萬 | 0.01% | −2,290−5.8% | 減碼 |
| US Bancorp | 36,957 | $306.1 萬 | 0.00% | −7,973−17.7% | 減碼 |
| CIBC World Markets Inc. | 37,767 | $312.8 萬 | 0.01% | −14,882−28.3% | 減碼 |
| Nordea Investment Management AB | 37,398 | $313.1 萬 | 0.00% | +17,477+87.7% | 加碼 |
| Norden Group LLC | 39,051 | $323.5 萬 | 0.65% | +61+0.2% | 加碼 |
| Group One Trading, L.P. | 40,399 | $334.6 萬 | 0.11% | +10,718+36.1% | 加碼 |
| TownSquare Capital, LLC | 40,653 | $336.7 萬 | 0.05% | +257+0.6% | 加碼 |
| Andra AP-fonden | 40,700 | $337.1 萬 | 0.06% | +40,700 | 新進 |
| LGT Group Foundation | 41,258 | $341.7 萬 | 0.05% | −3,605−8.0% | 減碼 |
| Lyell Wealth Management, LP | 41,320 | $342.3 萬 | 0.33% | +6,149+17.5% | 加碼 |
| Evercore Wealth Management, LLC | 41,500 | $343.7 萬 | 0.05% | 00.0% | 不變 |
| Walleye Trading LLC | 41,612 | $344.7 萬 | 0.07% | +41,612 | 新進 |
| Picton Mahoney Asset Management | 42,275 | $350.0 萬 | 0.15% | +42,275 | 新進 |
| Ambassador Advisors, LLC | 45,592 | $377.6 萬 | 0.68% | +753+1.7% | 加碼 |
| Employees Retirement System of Texas | 45,706 | $378.6 萬 | 0.04% | +5,231+12.9% | 加碼 |
| Strategic Planning Group, LLC | 46,539 | $385.5 萬 | 0.84% | +15,890+51.8% | 加碼 |
| Taylor Frigon Capital Management LLC | 47,138 | $390.4 萬 | 1.86% | +7,874+20.1% | 加碼 |
| Stifel Financial Corp | 47,313 | $391.9 萬 | 0.00% | −4,042−7.9% | 減碼 |
| DnB Asset Management AS | 47,569 | $394.0 萬 | 0.02% | +3,079+6.9% | 加碼 |
| Tredje AP-fonden | 47,921 | $396.9 萬 | 0.04% | −751−1.5% | 減碼 |
| Royal Fund Management, LLC | 49,000 | $405.9 萬 | 0.55% | +39,800+432.6% | 加碼 |
| Utah Retirement Systems | 49,362 | $408.9 萬 | 0.05% | −1,600−3.1% | 減碼 |
| Xponance, Inc. | 52,989 | $438.9 萬 | 0.04% | +1,517+2.9% | 加碼 |
| Titleist Asset Management, LLC | 54,262 | $449.5 萬 | 0.68% | −2,582−4.5% | 減碼 |
| Commonwealth Equity Services, LLC | 55,105 | $456.4 萬 | 0.01% | +8,678+18.7% | 加碼 |
| QRG Capital Management, Inc. | 56,539 | $468.3 萬 | 0.06% | −71,223−55.7% | 減碼 |
| British Columbia Investment Management Corp | 57,141 | $473.3 萬 | 0.03% | +21,783+61.6% | 加碼 |
| Andar Capital Management HK Ltd | 57,600 | $477.1 萬 | 6.63% | +17,600+44.0% | 加碼 |
| Rockefeller Capital Management L.P. | 57,677 | $477.8 萬 | 0.01% | +18,396+46.8% | 加碼 |
| Forsta Ap-Fonden | 57,800 | $478.8 萬 | 0.04% | −5,200−8.3% | 減碼 |
| DekaBank Deutsche Girozentrale | 58,330 | $479.1 萬 | 0.01% | +3,754+6.9% | 加碼 |
| Standard Life Aberdeen plc | 58,638 | $485.7 萬 | 0.01% | −44,314−43.0% | 減碼 |
| Quadrature Capital Ltd | 58,771 | $486.8 萬 | 0.08% | −216,286−78.6% | 減碼 |
| IFM Investors Pty Ltd | 59,884 | $496.0 萬 | 0.05% | −674−1.1% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 59,939 | $496.5 萬 | 0.02% | −200.0% | 減碼 |
| USS Investment Management Ltd | 60,290 | $499.5 萬 | 0.04% | +169+0.3% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 61,240 | $501.1 萬 | 0.01% | +61,240 | 新進 |
| Nomura Holdings Inc | 68,122 | $564.3 萬 | 0.04% | +9,924+17.1% | 加碼 |
| Candriam Luxembourg S.C.A. | 68,553 | $567.8 萬 | 0.03% | +20,733+43.4% | 加碼 |
| TD Asset Management Inc | 69,996 | $579.8 萬 | 0.01% | +939+1.4% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 70,330 | $582.5 萬 | 2.17% | +23,310+49.6% | 加碼 |