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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 13,574 | $112.4 萬 | 0.00% | −980−6.7% | 減碼 |
| Vinva Investment Management Ltd | 13,374 | $109.4 萬 | 0.06% | −15,138−53.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 13,170 | $109.1 萬 | 0.00% | −371−2.7% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 13,336 | $109.1 萬 | 0.01% | −31,849−70.5% | 減碼 |
| Fox Run Management, L.L.C. | 13,130 | $108.8 萬 | 0.20% | −5,332−28.9% | 減碼 |
| Lido Advisors, LLC | 12,993 | $107.6 萬 | 0.01% | +1,154+9.7% | 加碼 |
| AustralianSuper Pty Ltd | 12,846 | $106.4 萬 | 0.01% | 00.0% | 不變 |
| Park Avenue Securities LLC | 12,798 | $106.0 萬 | 0.01% | −5,546−30.2% | 減碼 |
| Advisory Resource Group | 12,416 | $102.8 萬 | 0.23% | +4,536+57.6% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 12,314 | $101.9 萬 | 0.29% | −204−1.6% | 減碼 |
| Afg Fiduciary Services Limited Partnership | 12,873 | $101.3 萬 | 0.71% | +1,925+17.6% | 加碼 |
| Western Financial Corp | 12,140 | $100.6 萬 | 0.61% | +1,416+13.2% | 加碼 |
| XTX Topco Ltd | 11,787 | $97.6 萬 | 0.08% | +6,285+114.2% | 加碼 |
| Graham Capital Management, L.P. | 11,635 | $96.4 萬 | 0.03% | −92,587−88.8% | 減碼 |
| Comerica Bank | 11,600 | $96.1 萬 | 0.00% | −16,956−59.4% | 減碼 |
| Jackson Square Capital, LLC | 11,516 | $95.4 萬 | 0.23% | −1,424−11.0% | 減碼 |
| Green Alpha Advisors, LLC | 11,383 | $94.3 萬 | 0.76% | −616−5.1% | 減碼 |
| Optiver Holding B.V. | 11,374 | $94.2 萬 | 0.02% | −30,961−73.1% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 11,357 | $94.1 萬 | 0.02% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 10,298 | $90.6 萬 | 0.01% | +10,298 | 新進 |
| O'Shaughnessy Asset Management, LLC | 10,676 | $88.4 萬 | 0.01% | +69+0.7% | 加碼 |
| Neuberger Berman Group LLC | 10,533 | $87.2 萬 | 0.00% | +1,246+13.4% | 加碼 |
| Commerce Bank | 10,470 | $86.7 萬 | 0.01% | −71−0.7% | 減碼 |
| Grandview Asset Management LLC | 10,353 | $85.8 萬 | 0.50% | −252−2.4% | 減碼 |
| Mackenzie Financial Corp | 10,315 | $85.4 萬 | 0.00% | −12,592−55.0% | 減碼 |
| Ieq Capital, LLC | 10,139 | $84.0 萬 | 0.01% | −513−4.8% | 減碼 |
| CIBC Asset Management Inc | 10,084 | $83.5 萬 | 0.00% | +847+9.2% | 加碼 |
| Malaga Cove Capital, LLC | 10,058 | $83.3 萬 | 0.34% | −24−0.2% | 減碼 |
| Steel Peak Wealth Management LLC | 10,039 | $83.2 萬 | 0.04% | +39+0.4% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 9,938 | $82.3 萬 | 0.04% | +1,052+11.8% | 加碼 |
| Prudential Financial Inc | 9,924 | $82.2 萬 | 0.00% | −3,722−27.3% | 減碼 |
| Brandywine Managers, LLC | 9,906 | $82.1 萬 | 0.87% | +9,906 | 新進 |
| Signaturefd, LLC | 9,813 | $81.3 萬 | 0.02% | −39−0.4% | 減碼 |
| Barings LLC | 9,657 | $80.0 萬 | 0.02% | −3,321−25.6% | 減碼 |
| Colony Group, LLC | 9,610 | $79.6 萬 | 0.00% | +24+0.3% | 加碼 |
| Nicholas Investment Partners, LP | 9,138 | $75.7 萬 | 0.08% | −185−2.0% | 減碼 |
| Financial Advisory Service, Inc. | 8,860 | $73.4 萬 | 0.06% | −53−0.6% | 減碼 |
| Aspiriant, LLC | 8,837 | $73.2 萬 | 0.03% | −5,629−38.9% | 減碼 |
| Leonteq Securities AG | 8,809 | $73.0 萬 | 0.10% | −1,555−15.0% | 減碼 |
| Guggenheim Capital LLC | 8,759 | $72.6 萬 | 0.01% | −1,245−12.4% | 減碼 |
| GraniteShares Advisors LLC | 8,735 | $72.4 萬 | 0.24% | +2,565+41.6% | 加碼 |
| Perigon Wealth Management, LLC | 8,701 | $72.1 萬 | 0.02% | −6,194−41.6% | 減碼 |
| RFG Advisory, LLC | 8,672 | $71.8 萬 | 0.02% | +1,366+18.7% | 加碼 |
| Acadian Asset Management LLC | 8,691 | $71.8 萬 | 0.00% | −3,706−29.9% | 減碼 |
| Peterson Wealth Services | 8,633 | $71.5 萬 | 0.25% | +1,405+19.4% | 加碼 |
| Engineers Gate Manager LP | 8,630 | $71.5 萬 | 0.02% | −60,159−87.5% | 減碼 |
| Seven Eight Capital, LP | 8,592 | $71.2 萬 | 0.07% | −40,498−82.5% | 減碼 |
| Plato Investment Management Ltd | 8,537 | $70.7 萬 | 0.07% | +2,934+52.4% | 加碼 |
| Atlas Brown,Inc. | 8,503 | $70.4 萬 | 0.25% | +20+0.2% | 加碼 |
| AQR Capital Management LLC | 8,481 | $70.2 萬 | 0.00% | −43,699−83.7% | 減碼 |
| Semanteon Capital Management, LP | 8,457 | $70.0 萬 | 0.50% | −4,243−33.4% | 減碼 |
| Independent Financial Group, LLC | 8,454 | $70.0 萬 | 0.03% | +267+3.3% | 加碼 |
| Institute for Wealth Management, LLC. | 8,422 | $69.8 萬 | 0.09% | +3,498+71.0% | 加碼 |
| Swedbank AB | 8,285 | $68.6 萬 | 0.00% | 00.0% | 不變 |
| Achmea Investment Management B.V. | 8,279 | $68.6 萬 | 0.01% | −23,623−74.0% | 減碼 |
| Foundations Investment Advisors, LLC | 8,227 | $68.1 萬 | 0.02% | +322+4.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 8,214 | $68.0 萬 | 0.01% | +6,901+525.6% | 加碼 |
| DC Investments Management, LLC | 8,118 | $67.2 萬 | 0.57% | 00.0% | 不變 |
| Meitav Dash Investments Ltd | 8,100 | $67.1 萬 | 0.01% | +1,100+15.7% | 加碼 |
| Freestone Capital Holdings, LLC | 7,934 | $65.7 萬 | 0.02% | +48+0.6% | 加碼 |
| Texas Treasury Safekeeping Trust Co | 7,926 | $65.7 萬 | 0.03% | 00.0% | 不變 |
| Sigma Planning Corp | 7,930 | $65.7 萬 | 0.02% | +32+0.4% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 7,680 | $63.6 萬 | 0.00% | −1,132−12.8% | 減碼 |
| Van Hulzen Asset Management, LLC | 7,655 | $63.4 萬 | 0.04% | −5,923−43.6% | 減碼 |
| AXA S.A. | 7,549 | $62.5 萬 | 0.00% | +7,549 | 新進 |
| MAI Capital Management | 7,486 | $62.0 萬 | 0.01% | +9+0.1% | 加碼 |
| a16z Perennial Management, L.P. | 7,440 | $61.6 萬 | 0.07% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 7,311 | $60.6 萬 | 0.01% | +403+5.8% | 加碼 |
| Meridian Wealth Management, LLC | 7,299 | $60.5 萬 | 0.07% | +7,299 | 新進 |
| LJI Wealth Management, LLC | 7,200 | $59.6 萬 | 0.13% | −2,650−26.9% | 減碼 |
| UniSuper Management Pty Ltd | 7,134 | $59.1 萬 | 0.00% | +2,934+69.9% | 加碼 |
| National Bank of Canada | 7,031 | $59.0 萬 | 0.00% | +640+10.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 7,126 | $59.0 萬 | 0.01% | −1,289−15.3% | 減碼 |
| Parnassus Investments | 7,091 | $58.7 萬 | 0.00% | +2,166+44.0% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 7,018 | $58.1 萬 | 0.01% | −3,223−31.5% | 減碼 |
| Newbridge Financial Services Group, Inc. | 7,009 | $58.1 萬 | 0.22% | +1,624+30.2% | 加碼 |
| Joel Isaacson & Co., LLC | 6,949 | $57.6 萬 | 0.03% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 6,930 | $57.4 萬 | 0.01% | +2,800+67.8% | 加碼 |
| Investment Management Corp of Ontario | 6,794 | $56.3 萬 | 0.02% | −454−6.3% | 減碼 |
| National Asset Management, Inc. | 6,600 | $54.7 萬 | 0.01% | +2,664+67.7% | 加碼 |
| 3Chopt Investment Partners, LLC | 6,490 | $53.8 萬 | 0.16% | +6,490 | 新進 |
| Swiss Life Asset Management Ltd | 6,427 | $53.2 萬 | 0.01% | +2,195+51.9% | 加碼 |
| Proequities, Inc. | 6,412 | $53.1 萬 | 0.03% | −116−1.8% | 減碼 |
| Prime Capital Investment Advisors, LLC | 6,370 | $52.8 萬 | 0.01% | +2,410+60.9% | 加碼 |
| Driehaus Capital Management LLC | 6,302 | $52.2 萬 | 0.01% | +6,302 | 新進 |
| Keystone Investors Pte Ltd | 6,231 | $51.6 萬 | 0.04% | +6,231 | 新進 |
| Atria Wealth Solutions, Inc. | 6,153 | $51.0 萬 | 0.01% | −301−4.7% | 減碼 |
| Change Path, LLC | 6,113 | $50.6 萬 | 0.03% | −518−7.8% | 減碼 |
| Corebridge Financial, Inc. | 5,966 | $49.4 萬 | 0.00% | +5,966 | 新進 |
| Vestcor Inc | 5,887 | $48.8 萬 | 0.02% | 00.0% | 不變 |
| Archer Investment Corp | 5,870 | $48.6 萬 | 0.14% | 00.0% | 不變 |
| Bank of Nova Scotia | 5,866 | $48.6 萬 | 0.00% | −10,925−65.1% | 減碼 |
| Teacher Retirement System of Texas | 5,802 | $48.1 萬 | 0.00% | −1,727−22.9% | 減碼 |
| Pitcairn Co | 5,745 | $47.6 萬 | 0.03% | +105+1.9% | 加碼 |
| Captrust Financial Advisors | 5,721 | $47.4 萬 | 0.00% | −2,698−32.0% | 減碼 |
| Prudential PLC | 5,612 | $46.5 萬 | 0.00% | 00.0% | 不變 |
| Firsthand Capital Management, Inc. | 30,000 | $46.4 萬 | 1.04% | +10,000+50.0% | 加碼 |
| Integrated Wealth Concepts LLC | 5,568 | $46.1 萬 | 0.01% | −2,375−29.9% | 減碼 |
| Panagora Asset Management Inc | 5,520 | $45.7 萬 | 0.00% | −5,313−49.0% | 減碼 |
| Moloney Securities Asset Management, LLC | 5,362 | $44.4 萬 | 0.06% | +5,362 | 新進 |