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 $697.8 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 | $697.8 億 |
| 2026 年第 1 季 | 1,139 | $570.6 億 |
| 2025 年第 4 季 | 1,091 | $548.2 億 |
| 2025 年第 3 季 | 1,039 | $591.4 億 |
| 2025 年第 2 季 | 947 | $543.2 億 |
| 2025 年第 1 季 | 872 | $297.5 億 |
| 2024 年第 4 季 | 772 | $284.2 億 |
| 2024 年第 3 季 | 680 | $207.3 億 |
| 2024 年第 2 季 | 652 | $211.1 億 |
| 2024 年第 1 季 | 709 | $241.7 億 |
| 2023 年第 4 季 | 678 | $207.4 億 |
| 2023 年第 3 季 | 573 | $158.0 億 |
| 2023 年第 2 季 | 560 | $160.4 億 |
| 2023 年第 1 季 | 572 | $150.7 億 |
| 2022 年第 4 季 | 550 | $109.3 億 |
| 2022 年第 3 季 | 563 | $128.5 億 |
| 2022 年第 2 季 | 550 | $103.4 億 |
| 2022 年第 1 季 | 641 | $279.6 億 |
| 2021 年第 4 季 | 681 | $297.7 億 |
| 2021 年第 3 季 | 620 | $245.6 億 |
| 2021 年第 2 季 | 537 | $226.1 億 |
| 2021 年第 1 季 | 507 | $137.4 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 |
|---|---|---|---|---|---|
| Nissay Asset Management Corp | 34,425 | $285.1 萬 | 0.02% | +1,166+3.5% | 加碼 |
| Executive Wealth Management, LLC | 34,207 | $283.3 萬 | 0.52% | +3,261+10.5% | 加碼 |
| MML Investors Services, LLC | 33,238 | $275.3 萬 | 0.01% | −10,775−24.5% | 減碼 |
| Raymond James & Associates | 33,129 | $274.4 萬 | 0.00% | −36,645−52.5% | 減碼 |
| Canada Pension Plan Investment Board | 32,983 | $273.2 萬 | 0.00% | +7,919+31.6% | 加碼 |
| AIA Group Ltd | 32,879 | $272.3 萬 | 0.08% | +9,527+40.8% | 加碼 |
| Blair William & Co | 32,865 | $272.2 萬 | 0.01% | +752+2.3% | 加碼 |
| SWS Partners | 32,737 | $271.2 萬 | 0.81% | +428+1.3% | 加碼 |
| Private Advisory Group LLC | 32,680 | $270.7 萬 | 0.36% | +5,137+18.7% | 加碼 |
| PDT Partners, LLC | 32,502 | $269.2 萬 | 0.25% | −10,698−24.8% | 減碼 |
| Consolidated Press International Holdings Ltd | 32,391 | $268.3 萬 | 0.34% | +32,391 | 新進 |
| Allianz Asset Management GmbH | 31,598 | $261.7 萬 | 0.00% | +13,048+70.3% | 加碼 |
| Soltis Investment Advisors LLC | 31,336 | $259.6 萬 | 0.27% | −67−0.2% | 減碼 |
| Rafferty Asset Management, LLC | 30,776 | $254.9 萬 | 0.01% | −369−1.2% | 減碼 |
| Public Employees Retirement Association of Colorado | 30,755 | $254.7 萬 | 0.01% | −358−1.2% | 減碼 |
| Van Eck Associates Corp | 30,697 | $254.3 萬 | 0.00% | +23,521+327.8% | 加碼 |
| Banque Cantonale Vaudoise | 30,427 | $252.0 萬 | 0.10% | −1,600−5.0% | 減碼 |
| EFG Asset Management (North America) Corp. | 30,180 | $250.1 萬 | 0.43% | −4,508−13.0% | 減碼 |
| Aviva PLC | 29,689 | $245.9 萬 | 0.01% | +11,374+62.1% | 加碼 |
| Wealthfront Advisers LLC | 28,604 | $236.9 萬 | 0.01% | +4,870+20.5% | 加碼 |
| Toronto Dominion Bank | 28,562 | $236.6 萬 | 0.00% | −30−0.1% | 減碼 |
| Lountzis Asset Management, LLC | 28,523 | $236.3 萬 | 1.10% | −130.0% | 減碼 |
| Jasper Ridge Partners, L.P. | 27,835 | $230.6 萬 | 0.07% | 00.0% | 不變 |
| EFG Asset Management (Americas) Corp. | 27,418 | $227.1 萬 | 0.44% | +8,495+44.9% | 加碼 |
| Elo Mutual Pension Insurance Co | 27,196 | $225.3 萬 | 0.05% | +136+0.5% | 加碼 |
| Brighton Jones LLC | 26,799 | $222.0 萬 | 0.07% | −31−0.1% | 減碼 |
| Creative Planning | 26,763 | $221.7 萬 | 0.00% | +2,255+9.2% | 加碼 |
| Sepio Capital, LP | 26,416 | $218.8 萬 | 0.20% | +325+1.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 26,393 | $218.6 萬 | 0.01% | +6,777+34.5% | 加碼 |
| TrueMark Investments, LLC | 26,167 | $216.7 萬 | 0.74% | +26,167 | 新進 |
| Advisor Group Holdings, Inc. | 25,455 | $210.9 萬 | 0.00% | −8,150−24.3% | 減碼 |
| JustInvest LLC | 25,422 | $210.6 萬 | 0.04% | +1,330+5.5% | 加碼 |
| Intech Investment Management LLC | 25,369 | $210.1 萬 | 0.03% | −52,245−67.3% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 25,180 | $208.6 萬 | 0.45% | +2,391+10.5% | 加碼 |
| Dantai Capital Ltd | 24,980 | $206.9 萬 | 2.33% | 00.0% | 不變 |
| Clear Harbor Asset Management, LLC | 24,567 | $203.5 萬 | 0.18% | +537+2.2% | 加碼 |
| Ethic Inc. | 24,433 | $202.4 萬 | 0.05% | +1,384+6.0% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 24,500 | $200.4 萬 | 0.03% | −95−0.4% | 減碼 |
| Macquarie Group Ltd | 24,100 | $199.7 萬 | 0.00% | −33,349−58.0% | 減碼 |
| Alps Advisors Inc | 24,015 | $198.9 萬 | 0.01% | +2,760+13.0% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 24,000 | $198.8 萬 | 0.31% | +24,000 | 新進 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 24,000 | $198.8 萬 | 1.29% | +5,000+26.3% | 加碼 |
| Gulf International Bank (UK) Ltd | 23,875 | $197.7 萬 | 0.05% | −3,982−14.3% | 減碼 |
| Truist Financial Corp | 23,775 | $196.9 萬 | 0.00% | −4,185−15.0% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,712 | $196.4 萬 | 0.02% | −33−0.1% | 減碼 |
| Robeco Schweiz AG | 23,700 | $196.3 萬 | 0.04% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 23,456 | $194.3 萬 | 0.01% | +216+0.9% | 加碼 |
| Maryland State Retirement & Pension System | 23,063 | $191.0 萬 | 0.04% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 22,901 | $189.7 萬 | 0.01% | −1,016−4.2% | 減碼 |
| MBB Public Markets I LLC | 22,356 | $185.2 萬 | 0.04% | +19,600+711.2% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 22,267 | $184.4 萬 | 0.08% | 00.0% | 不變 |
| Tiemann Investment Advisors, LLC | 22,141 | $183.4 萬 | 0.82% | 00.0% | 不變 |
| CI Private Wealth, LLC | 21,936 | $181.7 萬 | 0.00% | −1,523−6.5% | 減碼 |
| Ci Investments Inc. | 21,776 | $180.4 萬 | 0.01% | +17,777+444.5% | 加碼 |
| Janus Henderson Group PLC | 21,656 | $179.4 萬 | 0.00% | −5,098−19.1% | 減碼 |
| D.A. Davidson & Co. | 21,019 | $174.1 萬 | 0.02% | −208−1.0% | 減碼 |
| Harbor Capital Advisors, Inc. | 21,005 | $174.0 萬 | 0.13% | +1,699+8.8% | 加碼 |
| Viking Fund Management LLC | 21,000 | $173.9 萬 | 0.31% | +21,000 | 新進 |
| Concentric Capital Strategies, LP | 20,945 | $173.5 萬 | 0.11% | +20,945 | 新進 |
| Kadensa Capital Ltd | 20,906 | $173.2 萬 | 0.41% | +10,563+102.1% | 加碼 |
| Janney Montgomery Scott LLC | 20,867 | $172.8 萬 | 0.01% | +7,067+51.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 20,716 | $171.6 萬 | 0.00% | −410−1.9% | 減碼 |
| Highland Capital Management, LLC | 20,709 | $171.5 萬 | 0.10% | −3,077−12.9% | 減碼 |
| Daiwa Securities Group Inc. | 20,452 | $169.4 萬 | 0.01% | +1,000+5.1% | 加碼 |
| Amalgamated Bank | 20,316 | $168.3 萬 | 0.01% | +714+3.6% | 加碼 |
| Verition Fund Management LLC | 20,159 | $167.0 萬 | 0.01% | +4,153+25.9% | 加碼 |
| Beacon Pointe Advisors, LLC | 19,969 | $165.4 萬 | 0.02% | +1,331+7.1% | 加碼 |
| Toroso Investments, LLC | 19,688 | $163.1 萬 | 0.02% | +6,336+47.5% | 加碼 |
| Numerai GP LLC | 19,380 | $160.5 萬 | 0.58% | +19,380 | 新進 |
| MetLife Investment Management | 19,276 | $159.7 萬 | 0.01% | +1,394+7.8% | 加碼 |
| Castle Rock Wealth Management, LLC | 18,781 | $157.7 萬 | 0.39% | +991+5.6% | 加碼 |
| Private Advisor Group, LLC | 18,627 | $154.3 萬 | 0.01% | −35−0.2% | 減碼 |
| Pier 88 Investment Partners LLC | 18,560 | $153.7 萬 | 0.34% | +10,130+120.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 18,099 | $149.9 萬 | 0.00% | +4,625+34.3% | 加碼 |
| Vident Advisory, LLC | 18,014 | $149.2 萬 | 0.04% | −83,832−82.3% | 減碼 |
| Nwi Management LP | 18,000 | $149.1 萬 | 0.19% | 00.0% | 不變 |
| SG Americas Securities, LLC | 17,841 | $147.8 萬 | 0.01% | −7,333−29.1% | 減碼 |
| Profund Advisors LLC | 17,440 | $144.5 萬 | 0.05% | −1,934−10.0% | 減碼 |
| Quantinno Capital Management LP | 17,319 | $143.5 萬 | 0.03% | +11,028+175.3% | 加碼 |
| Nisa Investment Advisors, LLC | 17,275 | $143.1 萬 | 0.01% | 00.0% | 不變 |
| Knollwood Investment Advisory, LLC | 16,800 | $139.2 萬 | 0.15% | +16,800 | 新進 |
| CenterBook Partners LP | 16,640 | $137.8 萬 | 0.09% | −11,358−40.6% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 14,757 | $136.0 萬 | 0.01% | −26,215−64.0% | 減碼 |
| ARS Investment Partners, LLC | 16,396 | $135.8 萬 | 0.13% | −1,240−7.0% | 減碼 |
| CIBC World Markets Corp | 16,089 | $133.3 萬 | 0.01% | +3,964+32.7% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 15,710 | $130.1 萬 | 0.30% | +1,395+9.7% | 加碼 |
| Cresset Asset Management, LLC | 15,621 | $129.4 萬 | 0.01% | −3,675−19.0% | 減碼 |
| Oppenheimer & Co Inc | 15,563 | $128.9 萬 | 0.02% | +4,121+36.0% | 加碼 |
| Lazard Asset Management LLC | 15,323 | $126.9 萬 | 0.00% | −2,250−12.8% | 減碼 |
| MBM Wealth Consultants, LLC | 15,331 | $126.6 萬 | 0.43% | +3,812+33.1% | 加碼 |
| Robeco Institutional Asset Management B.V. | 15,068 | $124.8 萬 | 0.00% | −55,702−78.7% | 減碼 |
| Two Sigma Securities, LLC | 14,830 | $122.8 萬 | 0.06% | −33,349−69.2% | 減碼 |
| Omers Administration Corp | 14,721 | $121.9 萬 | 0.01% | +14,721 | 新進 |
| M&T Bank Corp | 14,721 | $121.9 萬 | 0.00% | −1,680−10.2% | 減碼 |
| Blue Barn Wealth, LLC | 14,437 | $119.6 萬 | 0.67% | +40.0% | 加碼 |
| Geneos Wealth Management Inc. | 14,409 | $119.3 萬 | 0.05% | +952+7.1% | 加碼 |
| Old Well Partners, LLC | 14,400 | $119.3 萬 | 1.41% | 00.0% | 不變 |
| Avitas Wealth Management LLC | 13,730 | $113.7 萬 | 0.17% | −64−0.5% | 減碼 |
| Harvest Investment Services, LLC | 13,637 | $113.0 萬 | 0.45% | +5,315+63.9% | 加碼 |
| Farther Finance Advisors, LLC | 13,446 | $112.9 萬 | 0.05% | +3,035+29.2% | 加碼 |