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 |
|---|---|---|---|---|---|
| Grandeur Peak Global Advisors, LLC | 412,999 | $3,421 萬 | 2.73% | +77,593+23.1% | 加碼 |
| National Pension Service | 467,861 | $3,875 萬 | 0.04% | +42,771+10.1% | 加碼 |
| California State Teachers Retirement System | 470,336 | $3,896 萬 | 0.05% | +22,523+5.0% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 472,100 | $3,910 萬 | 0.10% | −70.0% | 減碼 |
| Ameriprise Financial Inc | 490,296 | $4,061 萬 | 0.01% | +83,246+20.5% | 加碼 |
| California Public Employees Retirement System | 500,494 | $4,146 萬 | 0.03% | −16,651−3.2% | 減碼 |
| JPMorgan Chase & Co | 501,196 | $4,151 萬 | 0.00% | −272,934−35.3% | 減碼 |
| Amundi | 568,398 | $4,805 萬 | 0.02% | −136,358−19.3% | 減碼 |
| Bessemer Group Inc | 592,538 | $4,908 萬 | 0.09% | −2,971−0.5% | 減碼 |
| Peregrine Capital Management LLC | 664,945 | $5,508 萬 | 1.61% | +116,138+21.2% | 加碼 |
| Price T Rowe Associates Inc | 760,337 | $6,298 萬 | 0.01% | −114,846−13.1% | 減碼 |
| Holocene Advisors, LP | 767,817 | $6,360 萬 | 0.27% | +677,335+748.6% | 加碼 |
| Goldman Sachs Group Inc | 822,472 | $6,813 萬 | 0.01% | +36,661+4.7% | 加碼 |
| Nuveen Asset Management, LLC | 843,907 | $6,990 萬 | 0.02% | +107,384+14.6% | 加碼 |
| Bamco Inc | 864,163 | $7,158 萬 | 0.20% | +19,117+2.3% | 加碼 |
| Swiss National Bank | 883,500 | $7,318 萬 | 0.05% | −3,400−0.4% | 減碼 |
| Two Sigma Investments, LP | 909,681 | $7,535 萬 | 0.18% | −907,966−50.0% | 減碼 |
| Bank of America Corp | 948,679 | $7,858 萬 | 0.01% | +44,980+5.0% | 加碼 |
| Penserra Capital Management LLC | 969,278 | $8,029 萬 | 1.02% | +133,682+16.0% | 加碼 |
| Nikko Asset Management Americas, Inc. | 992,905 | $8,224 萬 | 0.95% | +60,071+6.4% | 加碼 |
| Squarepoint Ops LLC | 1,039,999 | $8,614 萬 | 0.32% | −383,280−26.9% | 減碼 |
| Two Sigma Advisers, LP | 1,075,300 | $8,907 萬 | 0.20% | −1,171,200−52.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,081,979 | $8,962 萬 | 0.21% | −87,902−7.5% | 減碼 |
| Strategy Capital LLC | 1,105,610 | $9,158 萬 | 8.99% | −265,266−19.4% | 減碼 |
| Charles Schwab Investment Management Inc | 1,127,855 | $9,342 萬 | 0.02% | +55,422+5.2% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 1,205,000 | $9,981 萬 | 11.75% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 1,251,670 | $1.04 億 | 0.02% | +35,884+3.0% | 加碼 |
| Royal Bank of Canada | 1,289,797 | $1.07 億 | 0.03% | −22,718−1.7% | 減碼 |
| American Century Companies Inc | 1,394,732 | $1.16 億 | 0.07% | +277,228+24.8% | 加碼 |
| Marshall Wace, LLP | 1,548,535 | $1.28 億 | 0.18% | +855,334+123.4% | 加碼 |
| Deutsche Bank AG | 1,598,911 | $1.32 億 | 0.06% | +17,671+1.1% | 加碼 |
| Citadel Advisors LLC | 1,639,258 | $1.36 億 | 0.13% | +1,565,225+2,114.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,661,425 | $1.38 億 | 0.10% | +19,446+1.2% | 加碼 |
| Northern Trust Corp | 1,772,801 | $1.47 億 | 0.02% | +79,923+4.7% | 加碼 |
| Norges Bank | 2,054,340 | $1.70 億 | 0.03% | +734,085+55.6% | 加碼 |
| 1832 Asset Management L.P. | 2,160,835 | $1.79 億 | 0.32% | −461,565−17.6% | 減碼 |
| Franklin Resources Inc | 2,161,291 | $1.79 億 | 0.06% | +56,382+2.7% | 加碼 |
| UBS Asset Management Americas Inc | 2,188,403 | $1.81 億 | 0.05% | +971,981+79.9% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 2,331,304 | $1.93 億 | 2.42% | −30,787−1.3% | 減碼 |
| Voya Investment Management LLC | 2,802,187 | $2.32 億 | 0.23% | +20,974+0.8% | 加碼 |
| Polar Capital Holdings Plc | 2,925,922 | $2.42 億 | 1.43% | +380,678+15.0% | 加碼 |
| Legal & General Group Plc | 3,059,963 | $2.53 億 | 0.07% | −32,242−1.0% | 減碼 |
| Geode Capital Management, LLC | 4,712,748 | $3.90 億 | 0.03% | +202,793+4.5% | 加碼 |
| State Street Corp | 6,302,137 | $5.22 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 |
| First Trust Advisors LP | 6,856,815 | $5.68 億 | 0.58% | +1,721,645+33.5% | 加碼 |
| FMR LLC | 13,136,026 | $10.9 億 | 0.07% | −1,984,454−13.1% | 減碼 |
| BlackRock Inc. | 17,770,401 | $14.7 億 | 0.03% | +747,825+4.4% | 加碼 |
| Morgan Stanley | 26,791,179 | $22.2 億 | 0.17% | −1,058,096−3.8% | 減碼 |
| Vanguard Group Inc | 29,831,345 | $24.7 億 | 0.05% | +1,259,292+4.4% | 加碼 |
| Baillie Gifford & Co | 32,722,670 | $27.1 億 | 2.11% | +2,575,396+8.5% | 加碼 |
| Capital World Investors | 33,339,862 | $27.6 億 | 0.45% | +5,211,340+18.5% | 加碼 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −759,109−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −292,619−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −283,376−100.0% | 清倉 |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −186,470−100.0% | 清倉 |
| Soros Fund Management LLC大師索羅斯基金管理 | 0 | $0 | 0.00% | −185,356−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −170,471−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −87,689−100.0% | 清倉 |
| GAM Holding AG | 0 | $0 | 0.00% | −87,357−100.0% | 清倉 |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −81,141−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −66,268−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −57,883−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −51,137−100.0% | 清倉 |
| Generate Investment Management Ltd | 0 | $0 | 0.00% | −48,435−100.0% | 清倉 |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −47,058−100.0% | 清倉 |
| Cota Capital Management, LLC | 0 | $0 | 0.00% | −39,710−100.0% | 清倉 |
| CFM Wealth Partners LLC | 0 | $0 | 0.00% | −34,211−100.0% | 清倉 |
| Circle Wealth Management, LLC | 0 | $0 | 0.00% | −32,732−100.0% | 清倉 |
| Affinity Wealth Management LLC | 0 | $0 | 0.00% | −30,856−100.0% | 清倉 |
| Deane Retirement Strategies, Inc. | 0 | $0 | 0.00% | −28,529−100.0% | 清倉 |
| David J Yvars Group | 0 | $0 | 0.00% | −27,920−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −25,424−100.0% | 清倉 |
| Aragon Global Management, LP | 0 | $0 | 0.00% | −24,148−100.0% | 清倉 |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −24,000−100.0% | 清倉 |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −23,729−100.0% | 清倉 |
| Strategic Vision Investment Ltd | 0 | $0 | 0.00% | −21,920−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −18,646−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −17,500−100.0% | 清倉 |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −16,886−100.0% | 清倉 |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −16,250−100.0% | 清倉 |
| L & S Advisors Inc | 0 | $0 | 0.00% | −14,347−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −13,876−100.0% | 清倉 |
| BNP Paribas | 0 | $0 | 0.00% | −13,542−100.0% | 清倉 |
| Churchill Management Corp | 0 | $0 | 0.00% | −12,755−100.0% | 清倉 |
| Alight Capital Management LP | 0 | $0 | 0.00% | −12,500−100.0% | 清倉 |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −12,402−100.0% | 清倉 |
| Burr Financial Services, LLC | 0 | $0 | 0.00% | −16,014−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −12,229−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,515−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −10,674−100.0% | 清倉 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −10,224−100.0% | 清倉 |
| Agf Management Ltd | 0 | $0 | 0.00% | −8,953−100.0% | 清倉 |
| PGGM Investments | 0 | $0 | 0.00% | −7,737−100.0% | 清倉 |
| STRS Ohio | 0 | $0 | 0.00% | −7,628−100.0% | 清倉 |
| Parkwood LLC | 0 | $0 | 0.00% | −7,602−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −7,525−100.0% | 清倉 |
| Gateway Advisory, LLC | 0 | $0 | 0.00% | −7,509−100.0% | 清倉 |
| Worm Capital, LLC | 0 | $0 | 0.00% | −7,312−100.0% | 清倉 |
| Csenge Advisory Group | 0 | $0 | 0.00% | −7,120−100.0% | 清倉 |