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 |
|---|---|---|---|---|---|
| GraniteShares Advisors LLC | 7,821 | $63.3 萬 | 0.43% | −914−10.5% | 減碼 |
| Optiver Holding B.V. | 7,834 | $63.4 萬 | 0.02% | −3,540−31.1% | 減碼 |
| Texas Treasury Safekeeping Trust Co | 7,926 | $64.1 萬 | 0.02% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 7,934 | $64.2 萬 | 0.02% | 00.0% | 不變 |
| Guggenheim Capital LLC | 7,958 | $64.4 萬 | 0.00% | −801−9.1% | 減碼 |
| Comerica Bank | 8,092 | $65.5 萬 | 0.00% | −3,508−30.2% | 減碼 |
| DC Investments Management, LLC | 8,118 | $65.7 萬 | 0.46% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 8,212 | $66.4 萬 | 0.09% | +2,850+53.2% | 加碼 |
| Keystone Wealth Services, LLC | 8,273 | $66.9 萬 | 0.19% | +8,273 | 新進 |
| Achmea Investment Management B.V. | 8,279 | $67.0 萬 | 0.01% | 00.0% | 不變 |
| National Bank of Canada | 8,292 | $67.1 萬 | 0.00% | +1,261+17.9% | 加碼 |
| Institute for Wealth Management, LLC. | 8,304 | $67.2 萬 | 0.08% | −118−1.4% | 減碼 |
| Stonegate Investment Group, LLC | 8,312 | $67.2 萬 | 0.02% | +3,312+66.2% | 加碼 |
| Centiva Capital, LP | 8,330 | $67.4 萬 | 0.03% | +8,330 | 新進 |
| Atlas Brown,Inc. | 8,503 | $68.8 萬 | 0.24% | 00.0% | 不變 |
| Driehaus Capital Management LLC | 8,522 | $68.9 萬 | 0.01% | +2,220+35.2% | 加碼 |
| Plato Investment Management Ltd | 8,537 | $69.0 萬 | 0.06% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 8,564 | $69.3 萬 | 0.00% | +3,898+83.5% | 加碼 |
| Wolverine Trading, LLC | 8,528 | $69.6 萬 | 0.02% | +8,528 | 新進 |
| RFG Advisory, LLC | 8,834 | $71.5 萬 | 0.02% | +162+1.9% | 加碼 |
| Financial Advisory Service, Inc. | 8,860 | $71.7 萬 | 0.06% | 00.0% | 不變 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 8,875 | $71.8 萬 | 0.26% | −61,455−87.4% | 減碼 |
| XTX Topco Ltd | 9,029 | $73.0 萬 | 0.05% | −2,758−23.4% | 減碼 |
| AXA S.A. | 9,197 | $74.4 萬 | 0.00% | +1,648+21.8% | 加碼 |
| Atom Investors LP | 9,490 | $76.8 萬 | 0.08% | +9,490 | 新進 |
| Barings LLC | 9,657 | $78.1 萬 | 0.02% | 00.0% | 不變 |
| CWM, LLC | 9,690 | $78.4 萬 | 0.00% | +4,617+91.0% | 加碼 |
| Brandywine Managers, LLC | 9,906 | $80.1 萬 | 0.86% | 00.0% | 不變 |
| Prudential Financial Inc | 9,915 | $80.2 萬 | 0.00% | −9−0.1% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 9,938 | $80.4 萬 | 0.04% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 9,994 | $80.8 萬 | 0.02% | +3,200+47.1% | 加碼 |
| Firsthand Capital Management, Inc. | 10,000 | $80.9 萬 | 1.60% | −20,000−66.7% | 減碼 |
| Steel Peak Wealth Management LLC | 10,036 | $81.2 萬 | 0.04% | −30.0% | 減碼 |
| Malaga Cove Capital, LLC | 10,058 | $81.4 萬 | 0.33% | 00.0% | 不變 |
| Signaturefd, LLC | 10,087 | $81.6 萬 | 0.02% | +274+2.8% | 加碼 |
| Grandview Asset Management LLC | 10,274 | $83.1 萬 | 0.48% | −79−0.8% | 減碼 |
| Omers Administration Corp | 10,321 | $83.5 萬 | 0.01% | −4,400−29.9% | 減碼 |
| Commerce Bank | 10,401 | $84.1 萬 | 0.01% | −69−0.7% | 減碼 |
| CIBC Asset Management Inc | 10,629 | $86.0 萬 | 0.00% | +545+5.4% | 加碼 |
| Park Avenue Securities LLC | 10,662 | $86.2 萬 | 0.01% | −2,136−16.7% | 減碼 |
| Neuberger Berman Group LLC | 10,750 | $87.0 萬 | 0.00% | +217+2.1% | 加碼 |
| Summit Trail Advisors, LLC | 10,762 | $87.1 萬 | 0.02% | +8,331+342.7% | 加碼 |
| Acadian Asset Management LLC | 10,808 | $87.2 萬 | 0.00% | +2,117+24.4% | 加碼 |
| WCG Wealth Advisors LLC | 10,880 | $88.0 萬 | 0.06% | +10,880 | 新進 |
| Green Alpha Advisors, LLC | 10,962 | $88.7 萬 | 0.70% | −421−3.7% | 減碼 |
| Lazard Asset Management LLC | 11,054 | $89.4 萬 | 0.00% | −4,269−27.9% | 減碼 |
| Jackson Square Capital, LLC | 11,184 | $90.5 萬 | 0.22% | −332−2.9% | 減碼 |
| CenterBook Partners LP | 11,315 | $91.5 萬 | 0.06% | −5,325−32.0% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 11,357 | $91.9 萬 | 0.02% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 11,357 | $91.9 萬 | 0.06% | +11,357 | 新進 |
| Aviva PLC | 11,427 | $92.4 萬 | 0.00% | −18,262−61.5% | 減碼 |
| Seven Eight Capital, LP | 11,455 | $92.7 萬 | 0.08% | +2,863+33.3% | 加碼 |
| Leonteq Securities AG | 11,519 | $93.2 萬 | 0.11% | +2,710+30.8% | 加碼 |
| Simplex Trading, LLC | 11,605 | $93.8 萬 | 0.03% | +11,605 | 新進 |
| Proactive Wealth Strategies LLC | 11,620 | $94.0 萬 | 0.52% | +11,620 | 新進 |
| Meitav Dash Investments Ltd | 11,900 | $95.0 萬 | 0.02% | +3,800+46.9% | 加碼 |
| Farther Finance Advisors, LLC | 12,093 | $97.8 萬 | 0.04% | −1,353−10.1% | 減碼 |
| Western Financial Corp | 12,140 | $98.2 萬 | 0.56% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 12,269 | $99.2 萬 | 0.02% | +5,251+74.8% | 加碼 |
| M&T Bank Corp | 12,345 | $99.8 萬 | 0.00% | −2,376−16.1% | 減碼 |
| nVerses Capital, LLC | 12,400 | $100.3 萬 | 0.46% | +12,400 | 新進 |
| Advisory Resource Group | 12,611 | $102.0 萬 | 0.22% | +195+1.6% | 加碼 |
| Geneos Wealth Management Inc. | 12,615 | $102.0 萬 | 0.04% | −1,794−12.5% | 減碼 |
| Ieq Capital, LLC | 12,967 | $104.9 萬 | 0.01% | +2,828+27.9% | 加碼 |
| Profund Advisors LLC | 12,980 | $105.0 萬 | 0.04% | −4,460−25.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 12,988 | $105.1 萬 | 0.00% | −182−1.4% | 減碼 |
| Lido Advisors, LLC | 13,028 | $105.4 萬 | 0.01% | +35+0.3% | 加碼 |
| Vinva Investment Management Ltd | 12,932 | $105.5 萬 | 0.05% | −442−3.3% | 減碼 |
| Harbor Capital Advisors, Inc. | 13,070 | $105.7 萬 | 0.05% | −7,935−37.8% | 減碼 |
| PEAK6 Investments LLC | 13,347 | $108.0 萬 | 0.05% | −22,179−62.4% | 減碼 |
| United Advisor Group, LLC | 13,475 | $109.0 萬 | 0.25% | +13,475 | 新進 |
| Intech Investment Management LLC | 13,581 | $109.9 萬 | 0.01% | −11,788−46.5% | 減碼 |
| Avitas Wealth Management LLC | 13,668 | $110.6 萬 | 0.16% | −62−0.5% | 減碼 |
| Private Advisor Group, LLC | 13,958 | $112.9 萬 | 0.01% | −4,669−25.1% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 12,025 | $115.3 萬 | 0.00% | −2,732−18.5% | 減碼 |
| Mackenzie Financial Corp | 14,284 | $115.5 萬 | 0.00% | +3,969+38.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 14,308 | $115.7 萬 | 0.00% | +734+5.4% | 加碼 |
| Old Well Partners, LLC | 14,400 | $116.5 萬 | 2.51% | 00.0% | 不變 |
| Blue Barn Wealth, LLC | 14,430 | $116.7 萬 | 0.60% | −70.0% | 減碼 |
| Afg Fiduciary Services Limited Partnership | 12,491 | $116.8 萬 | 0.79% | −382−3.0% | 減碼 |
| Perigon Wealth Management, LLC | 14,569 | $117.8 萬 | 0.03% | +5,868+67.4% | 加碼 |
| APG Asset Management N.V. | 16,580 | $120.2 萬 | 0.01% | −258,046−94.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 15,026 | $121.5 萬 | 0.00% | −42−0.3% | 減碼 |
| Oppenheimer & Co Inc | 15,425 | $124.8 萬 | 0.02% | −138−0.9% | 減碼 |
| Pier 88 Investment Partners LLC | 15,620 | $126.4 萬 | 0.28% | −2,940−15.8% | 減碼 |
| Virtu Financial LLC | 15,676 | $126.8 萬 | 0.07% | +15,676 | 新進 |
| Westwood Holdings Group Inc. | 15,824 | $128.0 萬 | 0.01% | +15,824 | 新進 |
| ARS Investment Partners, LLC | 16,376 | $132.5 萬 | 0.12% | −20−0.1% | 減碼 |
| MBM Wealth Consultants, LLC | 16,533 | $133.7 萬 | 0.42% | +1,202+7.8% | 加碼 |
| Knollwood Investment Advisory, LLC | 16,800 | $135.9 萬 | 0.15% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 17,093 | $138.3 萬 | 0.03% | −5,970−25.9% | 減碼 |
| Nisa Investment Advisors, LLC | 17,275 | $139.7 萬 | 0.01% | 00.0% | 不變 |
| CIBC World Markets Corp | 17,545 | $141.9 萬 | 0.01% | +1,456+9.0% | 加碼 |
| Nwi Management LP | 18,000 | $145.6 萬 | 0.17% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 18,094 | $146.4 萬 | 0.32% | +2,384+15.2% | 加碼 |
| Sanctuary Advisors, LLC | 14,133 | $147.3 萬 | 0.01% | +3,835+37.2% | 加碼 |
| Cerity Partners LLC | 18,416 | $149.0 萬 | 0.00% | +13,885+306.4% | 加碼 |
| AustralianSuper Pty Ltd | 18,508 | $149.7 萬 | 0.01% | +5,662+44.1% | 加碼 |
| Fox Run Management, L.L.C. | 18,731 | $151.5 萬 | 0.34% | +5,601+42.7% | 加碼 |
| Advisor Group Holdings, Inc. | 18,787 | $152.0 萬 | 0.00% | −6,668−26.2% | 減碼 |