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 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
- 680
- 較 2024 年第 2 季 +36 家
- 持有股數
- 2.56 億
- 較 2024 年第 2 季 +1,943 萬 (+8.2%)
- 總市值
- $207.3 億
- 較 2024 年第 2 季 +$11.3 億 (+5.8%)
- 新進機構
- 87
- 另有 247 家加碼
- 清倉機構
- 51
- 另有 227 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 | 1,228 | $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 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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 3,102 | $25.1 萬 | 0.02% | +3,102 | 新進 |
| Apollon Wealth Management, LLC | 3,119 | $25.2 萬 | 0.01% | +269+9.4% | 加碼 |
| Ossiam | 3,204 | $25.9 萬 | 0.01% | +20+0.6% | 加碼 |
| Scientech Research LLC | 3,229 | $26.1 萬 | 0.05% | +3,229 | 新進 |
| Smith Group Asset Management, LLC | 3,240 | $26.2 萬 | 0.02% | +3,240 | 新進 |
| J.W. Cole Advisors, Inc. | 3,253 | $26.3 萬 | 0.01% | −37−1.1% | 減碼 |
| United Capital Financial Advisers, LLC | 3,335 | $27.0 萬 | 0.00% | +336+11.2% | 加碼 |
| Principal Securities, Inc. | 3,345 | $27.1 萬 | 0.01% | −867−20.6% | 減碼 |
| Cynosure Management, LLC | 3,348 | $27.1 萬 | 0.04% | +3,348 | 新進 |
| HighPoint Advisor Group LLC | 3,126 | $27.4 萬 | 0.02% | +3,126 | 新進 |
| Wealth Management Partners, LLC | 3,435 | $27.8 萬 | 0.13% | −202−5.6% | 減碼 |
| Colony Group, LLC | 3,435 | $27.8 萬 | 0.00% | −6,175−64.3% | 減碼 |
| Assenagon Asset Management S.A. | 3,455 | $27.9 萬 | 0.00% | +602+21.1% | 加碼 |
| Prospera Financial Services Inc | 3,498 | $28.3 萬 | 0.01% | −405−10.4% | 減碼 |
| Black Swift Group, LLC | 3,500 | $28.3 萬 | 0.06% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 3,531 | $28.5 萬 | 0.08% | −8,783−71.3% | 減碼 |
| Impact Asset Management GmbH | 3,527 | $28.5 萬 | 0.11% | +3,527 | 新進 |
| CWM Advisors, LLC | 3,550 | $28.7 萬 | 0.03% | +391+12.4% | 加碼 |
| Wealthcare Advisory Partners LLC | 3,562 | $28.8 萬 | 0.01% | −109−3.0% | 減碼 |
| Bleakley Financial Group, LLC | 3,620 | $29.3 萬 | 0.01% | +313+9.5% | 加碼 |
| National Philanthropic Trust | 3,636 | $29.4 萬 | 0.01% | −119−3.2% | 減碼 |
| Terry L. Blaker | 3,648 | $29.5 萬 | 0.01% | +3,648 | 新進 |
| Independent Solutions Wealth Management, LLC | 3,697 | $29.9 萬 | 0.07% | +50+1.4% | 加碼 |
| Ballentine Partners, LLC | 3,718 | $30.1 萬 | 0.01% | +1,062+40.0% | 加碼 |
| Stock Yards Bank & Trust Co | 3,719 | $30.1 萬 | 0.01% | 00.0% | 不變 |
| Wedmont Private Capital | 3,797 | $30.6 萬 | 0.02% | +1,118+41.7% | 加碼 |
| Metis Global Partners, LLC | 3,786 | $30.6 萬 | 0.01% | +183+5.1% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 3,822 | $30.9 萬 | 0.01% | −789−17.1% | 減碼 |
| Yousif Capital Management, LLC | 3,857 | $31.2 萬 | 0.00% | +55+1.4% | 加碼 |
| Emerald Advisers, LLC | 3,866 | $31.3 萬 | 0.01% | −88−2.2% | 減碼 |
| Synergy Financial Group, LTD | 3,873 | $31.3 萬 | 0.30% | −262−6.3% | 減碼 |
| Brighton Jones LLC | 3,933 | $31.8 萬 | 0.01% | −22,866−85.3% | 減碼 |
| Miracle Mile Advisors, LLC | 3,989 | $32.3 萬 | 0.01% | 00.0% | 不變 |
| Wellington Management Group LLP | 4,034 | $32.6 萬 | 0.00% | +186+4.8% | 加碼 |
| Resources Investment Advisors, LLC. | 4,047 | $32.7 萬 | 0.00% | +137+3.5% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 4,050 | $32.8 萬 | 0.01% | 00.0% | 不變 |
| ASB Consultores, LLC | 4,091 | $33.1 萬 | 0.13% | 00.0% | 不變 |
| Pitcairn Co | 4,198 | $34.0 萬 | 0.02% | −1,547−26.9% | 減碼 |
| Abn Amro Investment Solutions | 4,248 | $34.4 萬 | 0.01% | +4,248 | 新進 |
| Daymark Wealth Partners, LLC | 4,278 | $34.6 萬 | 0.01% | 00.0% | 不變 |
| Empowered Funds, LLC | 4,378 | $35.4 萬 | 0.01% | +313+7.7% | 加碼 |
| Davis Capital Management | 4,400 | $35.6 萬 | 0.28% | −300−6.4% | 減碼 |
| GWM Advisors LLC | 4,418 | $35.7 萬 | 0.00% | −392−8.1% | 減碼 |
| Ellevest, Inc. | 4,436 | $35.9 萬 | 0.02% | +661+17.5% | 加碼 |
| Aigen Investment Management, LP | 4,462 | $36.1 萬 | 0.07% | +4,462 | 新進 |
| RSM US Wealth Management LLC | 4,629 | $36.2 萬 | 0.01% | +740+19.0% | 加碼 |
| Motley Fool Asset Management LLC | 4,686 | $36.6 萬 | 0.02% | −391−7.7% | 減碼 |
| Rathbone Brothers plc | 4,536 | $36.7 萬 | 0.00% | 00.0% | 不變 |
| Andra AP-fonden | 4,681 | $37.9 萬 | 0.01% | −36,019−88.5% | 減碼 |
| Everhart Financial Group, Inc. | 4,716 | $38.1 萬 | 0.08% | +2,058+77.4% | 加碼 |
| Mission Wealth Management, LP | 4,792 | $38.8 萬 | 0.01% | −83−1.7% | 減碼 |
| Cravens & Co Advisors, LLC | 4,794 | $38.8 萬 | 0.30% | −446−8.5% | 減碼 |
| CIBC Private Wealth Group, LLC | 4,877 | $39.5 萬 | 0.00% | +555+12.8% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 4,918 | $39.8 萬 | 0.02% | +1,057+27.4% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 4,938 | $40.3 萬 | 0.01% | +4,938 | 新進 |
| Proequities, Inc. | 4,986 | $40.3 萬 | 0.02% | −1,426−22.2% | 減碼 |
| Souders Financial Advisors | 5,018 | $40.6 萬 | 0.06% | +86+1.7% | 加碼 |
| Swiss Life Asset Management Ltd | 5,078 | $41.0 萬 | 0.00% | −1,349−21.0% | 減碼 |
| Nicholas Investment Partners, LP | 5,075 | $41.1 萬 | 0.04% | −4,063−44.5% | 減碼 |
| Moneta Group Investment Advisors LLC | 5,116 | $41.4 萬 | 0.01% | +842+19.7% | 加碼 |
| Independence Bank of Kentucky | 5,160 | $41.7 萬 | 0.09% | +115+2.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 5,421 | $43.9 萬 | 0.00% | +1,095+25.3% | 加碼 |
| Occudo Quantitative Strategies LP | 5,449 | $44.1 萬 | 0.08% | +5,449 | 新進 |
| Sterling Capital Management LLC | 5,458 | $44.1 萬 | 0.01% | +5,458 | 新進 |
| Rakuten Investment Management, Inc. | 5,508 | $44.9 萬 | 0.00% | +1,404+34.2% | 加碼 |
| Prudential PLC | 5,612 | $45.4 萬 | 0.00% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 5,680 | $45.9 萬 | 0.01% | +112+2.0% | 加碼 |
| Corebridge Financial, Inc. | 5,759 | $46.6 萬 | 0.00% | −207−3.5% | 減碼 |
| Diversified Trust Co | 5,824 | $47.1 萬 | 0.01% | +5,824 | 新進 |
| LVW Advisors, LLC | 5,829 | $47.2 萬 | 0.06% | +5,829 | 新進 |
| Archer Investment Corp | 5,870 | $47.5 萬 | 0.13% | 00.0% | 不變 |
| Vestcor Inc | 5,890 | $47.6 萬 | 0.02% | +3+0.1% | 加碼 |
| Atria Wealth Solutions, Inc. | 5,943 | $48.1 萬 | 0.01% | −210−3.4% | 減碼 |
| Greycroft LP | 6,000 | $48.5 萬 | 0.33% | +6,000 | 新進 |
| Polymer Capital Management (HK) LTD | 6,250 | $50.6 萬 | 0.12% | +6,250 | 新進 |
| Teza Capital Management LLC | 6,274 | $50.8 萬 | 0.06% | +6,274 | 新進 |
| Van Hulzen Asset Management, LLC | 6,395 | $51.7 萬 | 0.04% | −1,260−16.5% | 減碼 |
| Sigma Planning Corp | 6,425 | $52.0 萬 | 0.02% | −1,505−19.0% | 減碼 |
| Panagora Asset Management Inc | 6,495 | $52.5 萬 | 0.00% | +975+17.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 6,506 | $52.6 萬 | 0.01% | −620−8.7% | 減碼 |
| National Asset Management, Inc. | 6,650 | $53.4 萬 | 0.01% | +50+0.8% | 加碼 |
| Prime Capital Investment Advisors, LLC | 6,708 | $54.3 萬 | 0.01% | +338+5.3% | 加碼 |
| Newbridge Financial Services Group, Inc. | 6,760 | $54.7 萬 | 0.19% | −249−3.6% | 減碼 |
| Gotham Asset Management, LLC | 6,767 | $54.7 萬 | 0.01% | +1,646+32.1% | 加碼 |
| Aspiriant, LLC | 6,911 | $55.9 萬 | 0.02% | −1,926−21.8% | 減碼 |
| Change Path, LLC | 6,924 | $56.0 萬 | 0.02% | +811+13.3% | 加碼 |
| Peapack Gladstone Financial Corp | 6,930 | $56.1 萬 | 0.01% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 6,949 | $56.2 萬 | 0.03% | 00.0% | 不變 |
| UniSuper Management Pty Ltd | 7,000 | $56.6 萬 | 0.00% | −134−1.9% | 減碼 |
| a16z Perennial Management, L.P. | 7,040 | $56.9 萬 | 0.07% | −400−5.4% | 減碼 |
| Meridian Wealth Management, LLC | 7,198 | $58.2 萬 | 0.03% | −101−1.4% | 減碼 |
| LJI Wealth Management, LLC | 7,200 | $58.2 萬 | 0.12% | 00.0% | 不變 |
| MAI Capital Management | 7,258 | $58.7 萬 | 0.01% | −228−3.0% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 7,311 | $59.1 萬 | 0.01% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. Holding AG | 7,311 | $59.1 萬 | 0.01% | +7,311 | 新進 |
| Cercano Management LLC | 7,464 | $60.4 萬 | 0.01% | +7,464 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 7,527 | $60.9 萬 | 0.00% | −153−2.0% | 減碼 |
| Mediolanum International Funds Ltd | 7,534 | $61.4 萬 | 0.01% | +7,534 | 新進 |
| OV Management LLC | 7,686 | $62.2 萬 | 0.41% | +2,515+48.6% | 加碼 |
| Independent Financial Group, LLC | 7,795 | $63.1 萬 | 0.02% | −659−7.8% | 減碼 |