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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 70,670 | $585.4 萬 | 0.02% | +105+0.1% | 加碼 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 71,128 | $589.2 萬 | 0.07% | +71,128 | 新進 |
| Privium Fund Management B.V. | 70,000 | $595.4 萬 | 1.52% | −5,000−6.7% | 減碼 |
| Russell Investments Group, Ltd. | 73,246 | $602.9 萬 | 0.01% | −9,146−11.1% | 減碼 |
| Voloridge Investment Management, LLC | 79,225 | $656.2 萬 | 0.02% | −1,584,274−95.2% | 減碼 |
| HighTower Advisors, LLC | 79,873 | $657.2 萬 | 0.01% | +7,018+9.6% | 加碼 |
| Nomura Asset Management Co Ltd | 79,680 | $660.0 萬 | 0.02% | +4,620+6.2% | 加碼 |
| Victory Capital Management Inc | 80,343 | $665.5 萬 | 0.01% | +176+0.2% | 加碼 |
| Sentinel Trust Co Lba | 80,718 | $668.6 萬 | 0.82% | 00.0% | 不變 |
| Erste Asset Management GmbH | 80,950 | $670.5 萬 | 0.09% | 00.0% | 不變 |
| Mariner, LLC | 81,436 | $674.4 萬 | 0.01% | −3,419−4.0% | 減碼 |
| Arizona State Retirement System | 81,963 | $678.9 萬 | 0.05% | +506+0.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 82,158 | $680.5 萬 | 0.02% | +9,153+12.5% | 加碼 |
| RMB Capital Management, LLC | 83,113 | $688.4 萬 | 0.17% | +7,526+10.0% | 加碼 |
| Davy Global Fund Management Ltd | 83,891 | $694.9 萬 | 0.80% | +6,849+8.9% | 加碼 |
| Cetera Investment Advisers | 86,063 | $712.9 萬 | 0.02% | −424−0.5% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 88,364 | $731.9 萬 | 0.17% | +88,364 | 新進 |
| Atika Capital Management LLC | 89,500 | $741.3 萬 | 0.86% | −55,600−38.3% | 減碼 |
| Renaissance Technologies LLC | 90,100 | $746.3 萬 | 0.01% | +90,100 | 新進 |
| Capital International Inc | 94,750 | $784.8 萬 | 0.10% | +15,122+19.0% | 加碼 |
| Baker Chad R | 95,900 | $794.3 萬 | 1.66% | 00.0% | 不變 |
| Resona Asset Management Co.,Ltd. | 97,329 | $804.9 萬 | 0.05% | −5,426−5.3% | 減碼 |
| Avalon Global Asset Management LLC | 100,400 | $831.6 萬 | 2.47% | +30,000+42.6% | 加碼 |
| Storebrand Asset Management AS | 101,983 | $844.7 萬 | 0.03% | −11,676−10.3% | 減碼 |
| Mizuho Markets Americas LLC | 105,067 | $870.3 萬 | 0.24% | −45,001−30.0% | 減碼 |
| Korea Investment CORP | 106,982 | $886.1 萬 | 0.02% | +12,210+12.9% | 加碼 |
| Exchange Traded Concepts, LLC | 107,467 | $890.1 萬 | 0.23% | +10,314+10.6% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 106,844 | $897.5 萬 | 0.09% | +19,241+22.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 110,046 | $911.5 萬 | 0.04% | −58,292−34.6% | 減碼 |
| Danske Bank A/S | 111,030 | $919.7 萬 | 0.03% | −181,962−62.1% | 減碼 |
| Royal London Asset Management Ltd | 111,898 | $926.9 萬 | 0.02% | +2,330+2.1% | 加碼 |
| Public Employees Retirement System of Ohio | 114,351 | $947.2 萬 | 0.04% | +1,817+1.6% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 116,300 | $963.3 萬 | 0.07% | −3,400−2.8% | 減碼 |
| Capital International Ltd | 116,522 | $965.2 萬 | 0.45% | +10,947+10.4% | 加碼 |
| Maytus Capital Management, LLC | 117,500 | $973.3 萬 | 3.48% | +63,500+117.6% | 加碼 |
| LPL Financial LLC | 119,119 | $986.7 萬 | 0.00% | −2,738−2.2% | 減碼 |
| Citigroup Inc | 122,253 | $1,013 萬 | 0.01% | −10,212−7.7% | 減碼 |
| Credit Agricole S A | 124,929 | $1,035 萬 | 0.06% | +123,971+12,940.6% | 加碼 |
| Davis-Rea Ltd. | 126,956 | $1,052 萬 | 5.26% | +39,869+45.8% | 加碼 |
| SEI Investments Co | 127,541 | $1,056 萬 | 0.01% | +29,963+30.7% | 加碼 |
| Treasurer of the State of North Carolina | 130,516 | $1,081 萬 | 0.05% | −800−0.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 132,544 | $1,098 萬 | 0.02% | +46,772+54.5% | 加碼 |
| Forte Capital LLC | 134,327 | $1,113 萬 | 1.34% | −691−0.5% | 減碼 |
| Alliancebernstein L.P. | 135,454 | $1,122 萬 | 0.00% | −194,818−59.0% | 減碼 |
| Capital International Sarl | 138,001 | $1,143 萬 | 0.35% | +17,416+14.4% | 加碼 |
| Parallax Volatility Advisers, L.P. | 144,049 | $1,193 萬 | 0.30% | +14,194+10.9% | 加碼 |
| Schroder Investment Management Group | 144,917 | $1,200 萬 | 0.01% | +20,078+16.1% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 146,678 | $1,215 萬 | 0.69% | +17,924+13.9% | 加碼 |
| State of Wisconsin Investment Board | 158,133 | $1,310 萬 | 0.03% | +279+0.2% | 加碼 |
| Pictet Asset Management Holding SA | 159,515 | $1,321 萬 | 0.02% | +9,756+6.5% | 加碼 |
| Jane Street Group, LLC | 161,088 | $1,334 萬 | 0.01% | +34,878+27.6% | 加碼 |
| Walleye Capital LLC | 161,745 | $1,340 萬 | 0.14% | +88,621+121.2% | 加碼 |
| Los Angeles Capital Management LLC | 164,696 | $1,364 萬 | 0.05% | −288,955−63.7% | 減碼 |
| 12 West Capital Management LP | 165,000 | $1,367 萬 | 1.40% | 00.0% | 不變 |
| RPG Investment Advisory, LLC | 165,016 | $1,367 萬 | 2.02% | +491+0.3% | 加碼 |
| Carnegie Capital Asset Management, LLC | 165,268 | $1,369 萬 | 0.43% | +10,148+6.5% | 加碼 |
| Twin Tree Management, LP | 167,047 | $1,384 萬 | 0.41% | +167,047 | 新進 |
| Principal Financial Group Inc | 167,915 | $1,391 萬 | 0.01% | −6,544−3.8% | 減碼 |
| Berkshire Capital Holdings Inc | 179,550 | $1,487 萬 | 6.01% | +179,540+1,795,400.0% | 加碼 |
| Millennium Management LLC | 179,708 | $1,489 萬 | 0.01% | +105,346+141.7% | 加碼 |
| Alberta Investment Management Corp | 181,705 | $1,505 萬 | 0.16% | +22,400+14.1% | 加碼 |
| Liontrust Investment Partners LLP | 184,368 | $1,527 萬 | 0.22% | +184,368 | 新進 |
| Teachers Retirement System of the State of Kentucky | 192,381 | $1,594 萬 | 0.14% | +22,900+13.5% | 加碼 |
| Envestnet Asset Management Inc | 195,791 | $1,622 萬 | 0.01% | +4,682+2.4% | 加碼 |
| Handelsbanken Fonder AB | 196,638 | $1,629 萬 | 0.07% | +33,067+20.2% | 加碼 |
| Glynn Capital Management LLC | 202,407 | $1,677 萬 | 3.38% | +202,407 | 新進 |
| Wells Fargo & Company | 211,723 | $1,754 萬 | 0.00% | −13,684−6.1% | 減碼 |
| New York State Common Retirement Fund | 221,063 | $1,831 萬 | 0.02% | +6,249+2.9% | 加碼 |
| Schonfeld Strategic Advisors LLC | 228,401 | $1,892 萬 | 0.15% | +201,576+751.4% | 加碼 |
| HSBC Holdings PLC | 228,934 | $1,901 萬 | 0.01% | −69,036−23.2% | 減碼 |
| Barclays PLC | 234,536 | $1,943 萬 | 0.01% | −170,060−42.0% | 減碼 |
| Asset Management One Co.,Ltd. | 236,122 | $1,956 萬 | 0.07% | +13,513+6.1% | 加碼 |
| Hartline Investment Corp | 241,953 | $2,004 萬 | 2.69% | +241,953 | 新進 |
| Allen Investment Management LLC | 254,947 | $2,112 萬 | 0.26% | +59,457+30.4% | 加碼 |
| NZS Capital, LLC | 256,110 | $2,121 萬 | 0.87% | +11,754+4.8% | 加碼 |
| APG Asset Management N.V. | 274,626 | $2,122 萬 | 0.04% | +19,921+7.8% | 加碼 |
| Invesco Ltd. | 269,091 | $2,229 萬 | 0.00% | −1,308,333−82.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 283,763 | $2,350 萬 | 0.03% | +26,779+10.4% | 加碼 |
| Balyasny Asset Management LLC | 301,228 | $2,495 萬 | 0.06% | +146,793+95.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 301,358 | $2,496 萬 | 0.05% | +644+0.2% | 加碼 |
| Ensign Peak Advisors, Inc | 302,205 | $2,503 萬 | 0.05% | −336,501−52.7% | 減碼 |
| Fred Alger Management, LLC | 302,718 | $2,507 萬 | 0.12% | +65,529+27.6% | 加碼 |
| Pinebridge Investments, L.P. | 304,065 | $2,517 萬 | 0.20% | −45,218−12.9% | 減碼 |
| Value Star Asset Management (Hong Kong) Ltd | 316,332 | $2,620 萬 | 9.71% | −36,468−10.3% | 減碼 |
| Vontobel Holding Ltd. | 316,528 | $2,622 萬 | 0.09% | +10,439+3.4% | 加碼 |
| Whetstone Capital Advisors, LLC | 325,248 | $2,694 萬 | 12.50% | +2,189+0.7% | 加碼 |
| Dimensional Fund Advisors LP | 326,853 | $2,707 萬 | 0.01% | +1,460+0.4% | 加碼 |
| Great West Life Assurance Co | 341,484 | $2,831 萬 | 0.05% | +10,703+3.2% | 加碼 |
| Kames Capital plc | 341,707 | $2,831 萬 | 0.40% | +129,124+60.7% | 加碼 |
| Bank of Montreal | 350,173 | $2,909 萬 | 0.01% | +132,514+60.9% | 加碼 |
| Readystate Asset Management LP | 355,560 | $2,945 萬 | 1.40% | +166,120+87.7% | 加碼 |
| Capital Fund Management S.A. | 358,030 | $2,966 萬 | 0.34% | −37,107−9.4% | 減碼 |
| La Financiere de L'Echiquier | 372,600 | $3,086 萬 | 1.35% | −10,000−2.6% | 減碼 |
| Long Walk Management LP | 373,500 | $3,094 萬 | 14.61% | +168,500+82.2% | 加碼 |
| Man Group plc | 377,884 | $3,130 萬 | 0.08% | −68,649−15.4% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 395,205 | $3,273 萬 | 0.29% | +1,825+0.5% | 加碼 |
| UBS Group AG | 397,102 | $3,289 萬 | 0.01% | +19,931+5.3% | 加碼 |
| Rhumbline Advisers | 398,696 | $3,302 萬 | 0.03% | +3,395+0.9% | 加碼 |
| SpiderRock Advisors, LLC | 398,784 | $3,303 萬 | 0.87% | +80.0% | 加碼 |
| SW Investment Management LLC | 400,000 | $3,313 萬 | 10.54% | 00.0% | 不變 |