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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 161,745 | $1,340 萬 | 0.14% | +88,621+121.2% | 加碼 |
| Jane Street Group, LLC | 161,088 | $1,334 萬 | 0.01% | +34,878+27.6% | 加碼 |
| Pictet Asset Management Holding SA | 159,515 | $1,321 萬 | 0.02% | +9,756+6.5% | 加碼 |
| State of Wisconsin Investment Board | 158,133 | $1,310 萬 | 0.03% | +279+0.2% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 146,678 | $1,215 萬 | 0.69% | +17,924+13.9% | 加碼 |
| Schroder Investment Management Group | 144,917 | $1,200 萬 | 0.01% | +20,078+16.1% | 加碼 |
| Parallax Volatility Advisers, L.P. | 144,049 | $1,193 萬 | 0.30% | +14,194+10.9% | 加碼 |
| Capital International Sarl | 138,001 | $1,143 萬 | 0.35% | +17,416+14.4% | 加碼 |
| Alliancebernstein L.P. | 135,454 | $1,122 萬 | 0.00% | −194,818−59.0% | 減碼 |
| Forte Capital LLC | 134,327 | $1,113 萬 | 1.34% | −691−0.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 132,544 | $1,098 萬 | 0.02% | +46,772+54.5% | 加碼 |
| Treasurer of the State of North Carolina | 130,516 | $1,081 萬 | 0.05% | −800−0.6% | 減碼 |
| SEI Investments Co | 127,541 | $1,056 萬 | 0.01% | +29,963+30.7% | 加碼 |
| Davis-Rea Ltd. | 126,956 | $1,052 萬 | 5.26% | +39,869+45.8% | 加碼 |
| Credit Agricole S A | 124,929 | $1,035 萬 | 0.06% | +123,971+12,940.6% | 加碼 |
| Citigroup Inc | 122,253 | $1,013 萬 | 0.01% | −10,212−7.7% | 減碼 |
| LPL Financial LLC | 119,119 | $986.7 萬 | 0.00% | −2,738−2.2% | 減碼 |
| Maytus Capital Management, LLC | 117,500 | $973.3 萬 | 3.48% | +63,500+117.6% | 加碼 |
| Capital International Ltd | 116,522 | $965.2 萬 | 0.45% | +10,947+10.4% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 116,300 | $963.3 萬 | 0.07% | −3,400−2.8% | 減碼 |
| Public Employees Retirement System of Ohio | 114,351 | $947.2 萬 | 0.04% | +1,817+1.6% | 加碼 |
| Royal London Asset Management Ltd | 111,898 | $926.9 萬 | 0.02% | +2,330+2.1% | 加碼 |
| Danske Bank A/S | 111,030 | $919.7 萬 | 0.03% | −181,962−62.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 110,046 | $911.5 萬 | 0.04% | −58,292−34.6% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 106,844 | $897.5 萬 | 0.09% | +19,241+22.0% | 加碼 |
| Exchange Traded Concepts, LLC | 107,467 | $890.1 萬 | 0.23% | +10,314+10.6% | 加碼 |
| Korea Investment CORP | 106,982 | $886.1 萬 | 0.02% | +12,210+12.9% | 加碼 |
| Mizuho Markets Americas LLC | 105,067 | $870.3 萬 | 0.24% | −45,001−30.0% | 減碼 |
| Storebrand Asset Management AS | 101,983 | $844.7 萬 | 0.03% | −11,676−10.3% | 減碼 |
| Avalon Global Asset Management LLC | 100,400 | $831.6 萬 | 2.47% | +30,000+42.6% | 加碼 |
| Resona Asset Management Co.,Ltd. | 97,329 | $804.9 萬 | 0.05% | −5,426−5.3% | 減碼 |
| Baker Chad R | 95,900 | $794.3 萬 | 1.66% | 00.0% | 不變 |
| Capital International Inc | 94,750 | $784.8 萬 | 0.10% | +15,122+19.0% | 加碼 |
| Renaissance Technologies LLC | 90,100 | $746.3 萬 | 0.01% | +90,100 | 新進 |
| Atika Capital Management LLC | 89,500 | $741.3 萬 | 0.86% | −55,600−38.3% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 88,364 | $731.9 萬 | 0.17% | +88,364 | 新進 |
| Cetera Investment Advisers | 86,063 | $712.9 萬 | 0.02% | −424−0.5% | 減碼 |
| Davy Global Fund Management Ltd | 83,891 | $694.9 萬 | 0.80% | +6,849+8.9% | 加碼 |
| RMB Capital Management, LLC | 83,113 | $688.4 萬 | 0.17% | +7,526+10.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 82,158 | $680.5 萬 | 0.02% | +9,153+12.5% | 加碼 |
| Arizona State Retirement System | 81,963 | $678.9 萬 | 0.05% | +506+0.6% | 加碼 |
| Mariner, LLC | 81,436 | $674.4 萬 | 0.01% | −3,419−4.0% | 減碼 |
| Erste Asset Management GmbH | 80,950 | $670.5 萬 | 0.09% | 00.0% | 不變 |
| Sentinel Trust Co Lba | 80,718 | $668.6 萬 | 0.82% | 00.0% | 不變 |
| Victory Capital Management Inc | 80,343 | $665.5 萬 | 0.01% | +176+0.2% | 加碼 |
| Nomura Asset Management Co Ltd | 79,680 | $660.0 萬 | 0.02% | +4,620+6.2% | 加碼 |
| HighTower Advisors, LLC | 79,873 | $657.2 萬 | 0.01% | +7,018+9.6% | 加碼 |
| Voloridge Investment Management, LLC | 79,225 | $656.2 萬 | 0.02% | −1,584,274−95.2% | 減碼 |
| Russell Investments Group, Ltd. | 73,246 | $602.9 萬 | 0.01% | −9,146−11.1% | 減碼 |
| Privium Fund Management B.V. | 70,000 | $595.4 萬 | 1.52% | −5,000−6.7% | 減碼 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 71,128 | $589.2 萬 | 0.07% | +71,128 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 70,670 | $585.4 萬 | 0.02% | +105+0.1% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 70,330 | $582.5 萬 | 2.17% | +23,310+49.6% | 加碼 |
| TD Asset Management Inc | 69,996 | $579.8 萬 | 0.01% | +939+1.4% | 加碼 |
| Candriam Luxembourg S.C.A. | 68,553 | $567.8 萬 | 0.03% | +20,733+43.4% | 加碼 |
| Nomura Holdings Inc | 68,122 | $564.3 萬 | 0.04% | +9,924+17.1% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 61,240 | $501.1 萬 | 0.01% | +61,240 | 新進 |
| USS Investment Management Ltd | 60,290 | $499.5 萬 | 0.04% | +169+0.3% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 59,939 | $496.5 萬 | 0.02% | −200.0% | 減碼 |
| IFM Investors Pty Ltd | 59,884 | $496.0 萬 | 0.05% | −674−1.1% | 減碼 |
| Quadrature Capital Ltd | 58,771 | $486.8 萬 | 0.08% | −216,286−78.6% | 減碼 |
| Standard Life Aberdeen plc | 58,638 | $485.7 萬 | 0.01% | −44,314−43.0% | 減碼 |
| DekaBank Deutsche Girozentrale | 58,330 | $479.1 萬 | 0.01% | +3,754+6.9% | 加碼 |
| Forsta Ap-Fonden | 57,800 | $478.8 萬 | 0.04% | −5,200−8.3% | 減碼 |
| Rockefeller Capital Management L.P. | 57,677 | $477.8 萬 | 0.01% | +18,396+46.8% | 加碼 |
| Andar Capital Management HK Ltd | 57,600 | $477.1 萬 | 6.63% | +17,600+44.0% | 加碼 |
| British Columbia Investment Management Corp | 57,141 | $473.3 萬 | 0.03% | +21,783+61.6% | 加碼 |
| QRG Capital Management, Inc. | 56,539 | $468.3 萬 | 0.06% | −71,223−55.7% | 減碼 |
| Commonwealth Equity Services, LLC | 55,105 | $456.4 萬 | 0.01% | +8,678+18.7% | 加碼 |
| Titleist Asset Management, LLC | 54,262 | $449.5 萬 | 0.68% | −2,582−4.5% | 減碼 |
| Xponance, Inc. | 52,989 | $438.9 萬 | 0.04% | +1,517+2.9% | 加碼 |
| Utah Retirement Systems | 49,362 | $408.9 萬 | 0.05% | −1,600−3.1% | 減碼 |
| Royal Fund Management, LLC | 49,000 | $405.9 萬 | 0.55% | +39,800+432.6% | 加碼 |
| Tredje AP-fonden | 47,921 | $396.9 萬 | 0.04% | −751−1.5% | 減碼 |
| DnB Asset Management AS | 47,569 | $394.0 萬 | 0.02% | +3,079+6.9% | 加碼 |
| Stifel Financial Corp | 47,313 | $391.9 萬 | 0.00% | −4,042−7.9% | 減碼 |
| Taylor Frigon Capital Management LLC | 47,138 | $390.4 萬 | 1.86% | +7,874+20.1% | 加碼 |
| Strategic Planning Group, LLC | 46,539 | $385.5 萬 | 0.84% | +15,890+51.8% | 加碼 |
| Employees Retirement System of Texas | 45,706 | $378.6 萬 | 0.04% | +5,231+12.9% | 加碼 |
| Ambassador Advisors, LLC | 45,592 | $377.6 萬 | 0.68% | +753+1.7% | 加碼 |
| Picton Mahoney Asset Management | 42,275 | $350.0 萬 | 0.15% | +42,275 | 新進 |
| Walleye Trading LLC | 41,612 | $344.7 萬 | 0.07% | +41,612 | 新進 |
| Evercore Wealth Management, LLC | 41,500 | $343.7 萬 | 0.05% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 41,320 | $342.3 萬 | 0.33% | +6,149+17.5% | 加碼 |
| LGT Group Foundation | 41,258 | $341.7 萬 | 0.05% | −3,605−8.0% | 減碼 |
| Andra AP-fonden | 40,700 | $337.1 萬 | 0.06% | +40,700 | 新進 |
| TownSquare Capital, LLC | 40,653 | $336.7 萬 | 0.05% | +257+0.6% | 加碼 |
| Group One Trading, L.P. | 40,399 | $334.6 萬 | 0.11% | +10,718+36.1% | 加碼 |
| Norden Group LLC | 39,051 | $323.5 萬 | 0.65% | +61+0.2% | 加碼 |
| Nordea Investment Management AB | 37,398 | $313.1 萬 | 0.00% | +17,477+87.7% | 加碼 |
| CIBC World Markets Inc. | 37,767 | $312.8 萬 | 0.01% | −14,882−28.3% | 減碼 |
| US Bancorp | 36,957 | $306.1 萬 | 0.00% | −7,973−17.7% | 減碼 |
| KBC Group NV | 36,908 | $305.7 萬 | 0.01% | −2,290−5.8% | 減碼 |
| Mercer Global Advisors Inc | 36,821 | $304.6 萬 | 0.01% | −15,730−29.9% | 減碼 |
| Independent Advisor Alliance | 36,592 | $303.1 萬 | 0.10% | +1,566+4.5% | 加碼 |
| Federation des caisses Desjardins du Quebec | 36,530 | $302.6 萬 | 0.02% | −1,582−4.2% | 減碼 |
| Nia Impact Advisors, LLC | 36,252 | $300.3 萬 | 1.08% | −1,409−3.7% | 減碼 |
| PEAK6 Investments LLC | 35,526 | $294.3 萬 | 0.14% | +35,526 | 新進 |
| Y.D. More Investments Ltd | 35,227 | $291.8 萬 | 0.30% | +2,053+6.2% | 加碼 |
| Frontier Capital Management Co LLC | 34,840 | $288.6 萬 | 0.03% | −31,755−47.7% | 減碼 |