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 1,272 家機構在 13F 申報持有，市值合計 $785.1 億；方舟投資、橡樹資本等 3 位大師持有。
2024 年第 3 季 13F 持有人
Cloudflare, Inc. 在 2024/9/30 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
- 706
- 較 2024 年第 2 季 +34 家
- 持有股數
- 3.01 億
- 較 2024 年第 2 季 +1,513 萬 (+5.3%)
- 總市值
- $219.8 億
- 較 2024 年第 2 季 +$11.3 億 (+5.4%)
- 新進機構
- 89
- 另有 246 家加碼
- 清倉機構
- 55
- 另有 234 家減碼
另有 8 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 | 1,272 | $785.1 億 |
| 2026 年第 1 季 | 1,160 | $585.1 億 |
| 2025 年第 4 季 | 1,107 | $564.0 億 |
| 2025 年第 3 季 | 1,056 | $629.9 億 |
| 2025 年第 2 季 | 968 | $561.7 億 |
| 2025 年第 1 季 | 891 | $316.0 億 |
| 2024 年第 4 季 | 795 | $296.8 億 |
| 2024 年第 3 季 | 706 | $219.8 億 |
| 2024 年第 2 季 | 680 | $224.0 億 |
| 2024 年第 1 季 | 730 | $308.8 億 |
| 2023 年第 4 季 | 701 | $244.1 億 |
| 2023 年第 3 季 | 603 | $214.8 億 |
| 2023 年第 2 季 | 587 | $206.0 億 |
| 2023 年第 1 季 | 598 | $198.5 億 |
| 2022 年第 4 季 | 573 | $119.0 億 |
| 2022 年第 3 季 | 588 | $141.4 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital World Investors | 35,148,892 | $28.4 億 | 0.44% | +1,809,030+5.4% | 加碼 |
| Baillie Gifford & Co | 32,510,592 | $26.3 億 | 1.97% | −212,078−0.6% | 減碼 |
| Vanguard Group Inc | 30,366,932 | $24.6 億 | 0.04% | +535,587+1.8% | 加碼 |
| Morgan Stanley | 24,489,701 | $19.9 億 | 0.14% | −2,301,478−8.6% | 減碼 |
| BlackRock, Inc. | 18,093,133 | $15.0 億 | 0.03% | +18,093,133 | 新進 |
| FMR LLC | 12,189,995 | $10.0 億 | 0.06% | −946,031−7.2% | 減碼 |
| State Street Corp | 6,391,355 | $5.42 億 | 0.02% | +89,218+1.4% | 加碼 |
| Sands Capital Management, LLC | 6,344,384 | $5.13 億 | 1.56% | −124,618−1.9% | 減碼 |
| First Trust Advisors LP | 5,679,308 | $4.59 億 | 0.44% | −1,177,507−17.2% | 減碼 |
| Voya Investment Management LLC | 3,132,004 | $4.06 億 | 0.42% | +329,817+11.8% | 加碼 |
| Geode Capital Management, LLC | 4,834,558 | $3.90 億 | 0.03% | +121,810+2.6% | 加碼 |
| Legal & General Group Plc | 3,600,869 | $2.91 億 | 0.08% | +540,906+17.7% | 加碼 |
| Polar Capital Holdings Plc | 3,595,505 | $2.91 億 | 1.39% | +669,583+22.9% | 加碼 |
| Franklin Resources Inc | 2,018,032 | $2.60 億 | 0.07% | −143,259−6.6% | 減碼 |
| Marshall Wace, LLP | 2,901,135 | $2.35 億 | 0.30% | +1,352,600+87.3% | 加碼 |
| 1832 Asset Management L.P. | 2,546,100 | $2.06 億 | 0.35% | +385,265+17.8% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 2,287,099 | $1.85 億 | 2.21% | −44,205−1.9% | 減碼 |
| Norges Bank | 2,218,643 | $1.79 億 | 0.03% | +164,303+8.0% | 加碼 |
| UBS Asset Management Americas Inc | 2,168,285 | $1.76 億 | 0.05% | −20,118−0.9% | 減碼 |
| Northern Trust Corp | 1,629,379 | $1.32 億 | 0.02% | −143,422−8.1% | 減碼 |
| Deutsche Bank AG | 1,609,091 | $1.30 億 | 0.05% | +10,180+0.6% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,599,468 | $1.29 億 | 0.09% | −61,957−3.7% | 減碼 |
| Squarepoint Ops LLC | 1,446,157 | $1.17 億 | 0.38% | +406,158+39.1% | 加碼 |
| Bank of New York Mellon Corp | 2,162,731 | $1.03 億 | 0.02% | +11,061+0.5% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 1,255,000 | $1.02 億 | 13.25% | +50,000+4.1% | 加碼 |
| Royal Bank of Canada | 1,241,743 | $1.01 億 | 0.02% | −48,054−3.7% | 減碼 |
| American Century Companies Inc | 1,240,202 | $1.00 億 | 0.06% | −154,530−11.1% | 減碼 |
| Strategy Capital LLC | 1,207,968 | $9,771 萬 | 9.40% | +102,358+9.3% | 加碼 |
| Charles Schwab Investment Management Inc | 1,157,815 | $9,366 萬 | 0.02% | +29,960+2.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,032,094 | $8,349 萬 | 0.19% | −49,885−4.6% | 減碼 |
| Steelhead Partners LLC | – | $8,094 萬 | 4.17% | – | – |
| Two Sigma Investments, LP | 976,312 | $7,897 萬 | 0.18% | +66,631+7.3% | 加碼 |
| Tenor Capital Management Co., L.P. | – | $7,868 萬 | 1.10% | – | – |
| Citadel Advisors LLC | 706,117 | $7,563 萬 | 0.08% | −933,141−56.9% | 減碼 |
| Nikko Asset Management Americas, Inc. | 930,705 | $7,528 萬 | 0.85% | −62,200−6.3% | 減碼 |
| Price T Rowe Associates Inc | 924,752 | $7,480 萬 | 0.01% | +164,415+21.6% | 加碼 |
| Bank of America Corp | 840,465 | $7,412 萬 | 0.01% | −108,214−11.4% | 減碼 |
| Two Sigma Advisers, LP | 916,100 | $7,410 萬 | 0.17% | −159,200−14.8% | 減碼 |
| Swiss National Bank | 893,600 | $7,228 萬 | 0.05% | +10,100+1.1% | 加碼 |
| Amundi | 870,639 | $7,164 萬 | 0.03% | +302,241+53.2% | 加碼 |
| Wolverine Asset Management LLC | – | $7,009 萬 | 1.26% | – | – |
| Capstone Investment Advisors, LLC | – | $6,998 萬 | 1.33% | – | – |
| Goldman Sachs Group Inc | 859,221 | $6,950 萬 | 0.01% | +36,749+4.5% | 加碼 |
| Penserra Capital Management LLC | 854,517 | $6,912 萬 | 1.50% | −114,761−11.8% | 減碼 |
| Bamco Inc | 850,480 | $6,880 萬 | 0.18% | −13,683−1.6% | 減碼 |
| Verition Fund Management LLC | 24,214 | $6,321 萬 | 0.43% | +4,055+20.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 38,990 | $6,104 萬 | 0.08% | −93,554−70.6% | 減碼 |
| JPMorgan Chase & Co | 570,416 | $5,919 萬 | 0.00% | −431,976−43.1% | 減碼 |
| Calamos Advisors LLC | – | $5,581 萬 | 0.26% | – | – |
| Nuveen Asset Management, LLC | 688,178 | $5,567 萬 | 0.02% | −155,729−18.5% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 686,681 | $5,555 萬 | 0.12% | +214,581+45.5% | 加碼 |
| Peregrine Capital Management LLC | 659,199 | $5,332 萬 | 1.61% | −5,746−0.9% | 減碼 |
| Holocene Advisors, LP | 627,689 | $5,077 萬 | 0.21% | −140,128−18.3% | 減碼 |
| Lazard Asset Management LLC | 11,054 | $5,072 萬 | 0.07% | −4,269−27.9% | 減碼 |
| Bessemer Group Inc | 605,121 | $4,895 萬 | 0.08% | +12,583+2.1% | 加碼 |
| DeepCurrents Investment Group LLC | – | $4,819 萬 | 1.53% | – | 新進 |
| Walleye Capital LLC | 127,548 | $4,279 萬 | 0.45% | −34,197−21.1% | 減碼 |
| Sculptor Capital LP | – | $4,163 萬 | 0.82% | – | – |
| California Public Employees Retirement System | 492,805 | $3,986 萬 | 0.03% | −7,689−1.5% | 減碼 |
| AQR Capital Management LLC | 481,569 | $3,880 萬 | 0.05% | +473,088+5,578.2% | 加碼 |
| California State Teachers Retirement System | 473,043 | $3,826 萬 | 0.04% | +2,707+0.6% | 加碼 |
| National Pension Service | 471,923 | $3,817 萬 | 0.04% | +4,062+0.9% | 加碼 |
| Millennium Management LLC | 296,470 | $3,787 萬 | 0.03% | +116,762+65.0% | 加碼 |
| UBS Group AG | 408,807 | $3,307 萬 | 0.01% | +11,705+2.9% | 加碼 |
| Barclays PLC | 403,633 | $3,265 萬 | 0.01% | +169,097+72.1% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 403,410 | $3,263 萬 | 2.71% | −9,589−2.3% | 減碼 |
| Moore Capital Management, LP | – | $3,238 萬 | 0.94% | – | 新進 |
| Rhumbline Advisers | 400,059 | $3,236 萬 | 0.03% | +1,363+0.3% | 加碼 |
| SW Investment Management LLC | 400,000 | $3,236 萬 | 8.55% | −400,000−50.0% | 減碼 |
| SpiderRock Advisors, LLC | 398,954 | $3,227 萬 | 0.69% | +1700.0% | 加碼 |
| CNH Partners LLC | – | $3,216 萬 | 0.75% | – | – |
| Long Walk Management LP | 372,250 | $3,011 萬 | 12.46% | −1,250−0.3% | 減碼 |
| Great West Life Assurance Co | 369,422 | $2,990 萬 | 0.05% | +27,938+8.2% | 加碼 |
| Allen Investment Management LLC | 364,917 | $2,952 萬 | 0.35% | +109,970+43.1% | 加碼 |
| Man Group plc | 363,608 | $2,941 萬 | 0.08% | −14,276−3.8% | 減碼 |
| Ameriprise Financial Inc | 357,640 | $2,893 萬 | 0.01% | −132,656−27.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 355,963 | $2,879 萬 | 0.23% | +127,562+55.9% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 350,459 | $2,835 萬 | 0.26% | −44,746−11.3% | 減碼 |
| Dimensional Fund Advisors LP | 343,150 | $2,776 萬 | 0.01% | +16,297+5.0% | 加碼 |
| Kames Capital plc | 338,397 | $2,737 萬 | 0.37% | −3,310−1.0% | 減碼 |
| Schroder Investment Management Group | 328,159 | $2,677 萬 | 0.03% | +183,242+126.4% | 加碼 |
| Whetstone Capital Advisors, LLC | 323,272 | $2,615 萬 | 12.60% | −1,976−0.6% | 減碼 |
| Wim Investment Management Ltd | 316,332 | $2,559 萬 | 10.76% | +316,332 | 新進 |
| La Banque Postale Asset Management SA | 312,671 | $2,529 萬 | 0.38% | +312,671 | 新進 |
| State Board of Administration of Florida Retirement System | 297,338 | $2,405 萬 | 0.05% | −4,020−1.3% | 減碼 |
| Wells Fargo & Company | 268,761 | $2,345 萬 | 0.01% | +57,038+26.9% | 加碼 |
| Los Angeles Capital Management LLC | 280,826 | $2,272 萬 | 0.09% | +116,130+70.5% | 加碼 |
| Bank of Montreal | 273,028 | $2,247 萬 | 0.01% | −77,145−22.0% | 減碼 |
| Invesco Ltd. | 274,862 | $2,223 萬 | 0.00% | +5,771+2.1% | 加碼 |
| Citigroup Inc | 213,209 | $2,210 萬 | 0.02% | +90,956+74.4% | 加碼 |
| Nomura Holdings Inc | 271,730 | $2,198 萬 | 0.17% | +44,597+19.6% | 加碼 |
| Ensign Peak Advisors, Inc | 269,158 | $2,177 萬 | 0.04% | −33,047−10.9% | 減碼 |
| Vontobel Holding Ltd. | 262,781 | $2,126 萬 | 0.07% | −53,747−17.0% | 減碼 |
| NZS Capital, LLC | 260,637 | $2,108 萬 | 0.82% | +4,527+1.8% | 加碼 |
| Hartline Investment Corp | 260,379 | $2,106 萬 | 2.63% | +18,426+7.6% | 加碼 |
| Pinebridge Investments, L.P. | 259,255 | $2,097 萬 | 0.16% | −44,810−14.7% | 減碼 |
| HSBC Holdings PLC | 257,370 | $2,070 萬 | 0.01% | +28,436+12.4% | 加碼 |
| Glynn Capital Management LLC | 251,108 | $2,031 萬 | 4.65% | +48,701+24.1% | 加碼 |
| Asset Management One Co.,Ltd. | 238,410 | $1,928 萬 | 0.07% | +2,288+1.0% | 加碼 |
| Capital Fund Management S.A. | 236,102 | $1,910 萬 | 0.21% | −121,928−34.1% | 減碼 |