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 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 | $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 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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 18,906 | $152.9 萬 | 0.01% | −370−1.9% | 減碼 |
| Swedbank AB | 18,941 | $153.2 萬 | 0.00% | +10,656+128.6% | 加碼 |
| Vident Advisory, LLC | 19,352 | $156.5 萬 | 0.04% | +1,338+7.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 19,716 | $159.5 萬 | 0.02% | −253−1.3% | 減碼 |
| Amalgamated Bank | 19,895 | $160.9 萬 | 0.01% | −421−2.1% | 減碼 |
| Highland Capital Management, LLC | 20,135 | $162.9 萬 | 0.09% | −574−2.8% | 減碼 |
| Cresset Asset Management, LLC | 20,227 | $163.6 萬 | 0.01% | +4,606+29.5% | 加碼 |
| D.A. Davidson & Co. | 20,969 | $169.6 萬 | 0.01% | −50−0.2% | 減碼 |
| Viking Fund Management LLC | 21,000 | $169.9 萬 | 0.28% | 00.0% | 不變 |
| Janus Henderson Group PLC | 21,556 | $174.4 萬 | 0.00% | −100−0.5% | 減碼 |
| Castle Rock Wealth Management, LLC | 21,465 | $175.7 萬 | 0.42% | +2,684+14.3% | 加碼 |
| Bailard, Inc. | 21,891 | $177.1 萬 | 0.05% | +21,891 | 新進 |
| Rafferty Asset Management, LLC | 21,987 | $177.9 萬 | 0.01% | −8,789−28.6% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 22,267 | $180.1 萬 | 0.12% | 00.0% | 不變 |
| Alps Advisors Inc | 22,605 | $182.9 萬 | 0.01% | −1,410−5.9% | 減碼 |
| Daiwa Securities Group Inc. | 22,752 | $184.0 萬 | 0.01% | +2,300+11.2% | 加碼 |
| Gulf International Bank (UK) Ltd | 22,829 | $184.6 萬 | 0.05% | −1,046−4.4% | 減碼 |
| CI Private Wealth, LLC | 22,844 | $184.8 萬 | 0.00% | +908+4.1% | 加碼 |
| Kestra Advisory Services, LLC | 22,847 | $184.8 萬 | 0.01% | −609−2.6% | 減碼 |
| Toroso Investments, LLC | 23,238 | $188.0 萬 | 0.02% | +3,550+18.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 23,634 | $191.2 萬 | 0.00% | +5,535+30.6% | 加碼 |
| Ci Investments Inc. | 23,724 | $191.9 萬 | 0.01% | +1,948+8.9% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 20,581 | $192.9 萬 | 0.02% | +9,905+92.8% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 23,960 | $193.8 萬 | 0.03% | −540−2.2% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 24,000 | $194.1 萬 | 0.28% | 00.0% | 不變 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 24,000 | $194.1 萬 | 1.23% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 24,101 | $195.0 萬 | 0.01% | +1,200+5.2% | 加碼 |
| Verition Fund Management LLC | 24,214 | $195.9 萬 | 0.01% | +4,055+20.1% | 加碼 |
| Wealthfront Advisers LLC | 24,390 | $197.3 萬 | 0.01% | −4,214−14.7% | 減碼 |
| Dantai Capital Ltd | 24,980 | $202.1 萬 | 2.57% | 00.0% | 不變 |
| Clear Harbor Asset Management, LLC | 24,982 | $202.1 萬 | 0.17% | +415+1.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 25,014 | $202.3 萬 | 0.00% | +4,298+20.7% | 加碼 |
| Truist Financial Corp | 25,092 | $203.0 萬 | 0.00% | +1,317+5.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 25,100 | $204.8 萬 | 0.01% | +11,764+88.2% | 加碼 |
| TrueMark Investments, LLC | 25,585 | $207.0 萬 | 0.66% | −582−2.2% | 減碼 |
| SG Americas Securities, LLC | 25,940 | $209.8 萬 | 0.01% | +8,099+45.4% | 加碼 |
| Elo Mutual Pension Insurance Co | 26,744 | $216.3 萬 | 0.05% | −452−1.7% | 減碼 |
| Kadensa Capital Ltd | 26,832 | $217.0 萬 | 0.57% | +5,926+28.3% | 加碼 |
| Janney Montgomery Scott LLC | 27,023 | $218.6 萬 | 0.01% | +6,156+29.5% | 加碼 |
| EFG Asset Management (Americas) Corp. | 27,204 | $220.1 萬 | 0.43% | −214−0.8% | 減碼 |
| Sepio Capital, LP | 27,216 | $220.2 萬 | 0.17% | +800+3.0% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 27,262 | $220.5 萬 | 0.44% | +2,082+8.3% | 加碼 |
| Ethic Inc. | 23,049 | $223.2 萬 | 0.06% | −1,384−5.7% | 減碼 |
| International Assets Investment Management, LLC | 181,922 | $224.9 萬 | 0.01% | +181,922 | 新進 |
| Jasper Ridge Partners, L.P. | 27,835 | $225.2 萬 | 0.06% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 27,838 | $225.2 萬 | 0.00% | −3,760−11.9% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 27,942 | $226.0 萬 | 0.02% | +4,230+17.8% | 加碼 |
| Independent Advisor Alliance | 28,162 | $227.8 萬 | 0.08% | −8,430−23.0% | 減碼 |
| MML Investors Services, LLC | 28,472 | $230.3 萬 | 0.01% | −4,766−14.3% | 減碼 |
| Engineers Gate Manager LP | 28,518 | $230.7 萬 | 0.05% | +19,888+230.5% | 加碼 |
| Susquehanna International Group, LLP | 28,528 | $230.8 萬 | 0.00% | +28,528 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29,138 | $235.7 萬 | 0.01% | +2,745+10.4% | 加碼 |
| Mercer Global Advisors Inc | 30,392 | $237.5 萬 | 0.01% | −6,429−17.5% | 減碼 |
| SWS Partners | 29,457 | $238.3 萬 | 0.76% | −3,280−10.0% | 減碼 |
| Lountzis Asset Management, LLC | 29,663 | $239.9 萬 | 1.00% | +1,140+4.0% | 加碼 |
| Quantinno Capital Management LP | 30,093 | $243.4 萬 | 0.03% | +12,774+73.8% | 加碼 |
| Public Employees Retirement Association of Colorado | 30,755 | $248.8 萬 | 0.01% | 00.0% | 不變 |
| Soltis Investment Advisors LLC | 31,431 | $254.2 萬 | 0.25% | +95+0.3% | 加碼 |
| Creative Planning | 31,519 | $255.0 萬 | 0.00% | +4,756+17.8% | 加碼 |
| EFG Asset Management (North America) Corp. | 31,654 | $256.0 萬 | 0.43% | +1,474+4.9% | 加碼 |
| Natixis | 32,172 | $260.2 萬 | 0.02% | +32,172 | 新進 |
| JustInvest LLC | 32,252 | $260.9 萬 | 0.04% | +6,830+26.9% | 加碼 |
| Consolidated Press International Holdings Ltd | 32,391 | $262.0 萬 | 0.41% | 00.0% | 不變 |
| Blair William & Co | 32,461 | $262.6 萬 | 0.01% | −404−1.2% | 減碼 |
| AIA Group Ltd | 32,879 | $266.0 萬 | 0.07% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 33,091 | $267.7 萬 | 0.16% | +33,091 | 新進 |
| Dynamic Technology Lab Private Ltd | 33,594 | $271.7 萬 | 0.29% | +33,594 | 新進 |
| Executive Wealth Management, LLC | 33,692 | $272.5 萬 | 0.21% | −515−1.5% | 減碼 |
| Private Advisory Group LLC | 33,881 | $274.1 萬 | 0.35% | +1,201+3.7% | 加碼 |
| Y.D. More Investments Ltd | 32,458 | $274.6 萬 | 0.29% | −2,769−7.9% | 減碼 |
| US Bancorp | 34,920 | $282.5 萬 | 0.00% | −2,037−5.5% | 減碼 |
| Bayesian Capital Management, LP | 35,184 | $284.6 萬 | 0.33% | +35,184 | 新進 |
| Nissay Asset Management Corp | 35,826 | $289.8 萬 | 0.02% | +1,401+4.1% | 加碼 |
| Raymond James & Associates | 35,847 | $290.0 萬 | 0.00% | +2,718+8.2% | 加碼 |
| Stifel Financial Corp | 36,039 | $291.5 萬 | 0.00% | −11,274−23.8% | 減碼 |
| CIBC World Markets Inc. | 36,433 | $294.7 萬 | 0.01% | −1,334−3.5% | 減碼 |
| Banque Cantonale Vaudoise | 36,753 | $297.3 萬 | 0.12% | +6,326+20.8% | 加碼 |
| Toronto Dominion Bank | 37,158 | $300.6 萬 | 0.01% | +8,596+30.1% | 加碼 |
| KBC Group NV | 37,237 | $301.2 萬 | 0.01% | +329+0.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 37,848 | $305.9 萬 | 0.02% | +1,318+3.6% | 加碼 |
| Robeco Schweiz AG | 38,000 | $307.4 萬 | 0.06% | +14,300+60.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 38,990 | $315.4 萬 | 0.00% | −93,554−70.6% | 減碼 |
| Nia Impact Advisors, LLC | 38,995 | $315.4 萬 | 1.05% | +2,743+7.6% | 加碼 |
| Nordea Investment Management AB | 39,515 | $316.5 萬 | 0.00% | +2,117+5.7% | 加碼 |
| Norden Group LLC | 39,372 | $318.5 萬 | 0.38% | +321+0.8% | 加碼 |
| Blueshift Asset Management, LLC | 39,673 | $320.9 萬 | 0.80% | +39,673 | 新進 |
| Captrust Financial Advisors | 39,827 | $322.2 萬 | 0.01% | +34,106+596.2% | 加碼 |
| Lyell Wealth Management, LP | 40,267 | $325.7 萬 | 0.30% | −1,053−2.5% | 減碼 |
| LGT Group Foundation | 41,793 | $331.6 萬 | 0.05% | +535+1.3% | 加碼 |
| Evercore Wealth Management, LLC | 41,500 | $335.7 萬 | 0.05% | 00.0% | 不變 |
| TownSquare Capital, LLC | 41,920 | $339.1 萬 | 0.04% | +1,267+3.1% | 加碼 |
| Taylor Frigon Capital Management LLC | 42,721 | $346.3 萬 | 1.73% | −4,417−9.4% | 減碼 |
| MYDA Advisors LLC | 43,700 | $353.5 萬 | 1.01% | +38,700+774.0% | 加碼 |
| Royal Fund Management, LLC | 44,100 | $356.7 萬 | 0.25% | −4,900−10.0% | 減碼 |
| Ambassador Advisors, LLC | 44,812 | $362.5 萬 | 0.63% | −780−1.7% | 減碼 |
| Employees Retirement System of Texas | 45,706 | $369.7 萬 | 0.03% | 00.0% | 不變 |
| IMC-Chicago, LLC | 46,861 | $379.1 萬 | 0.11% | +46,861 | 新進 |
| Commonwealth Equity Services, LLC | 47,208 | $381.9 萬 | 0.01% | −7,897−14.3% | 減碼 |
| DnB Asset Management AS | 47,569 | $384.8 萬 | 0.02% | 00.0% | 不變 |
| Tredje AP-fonden | 47,921 | $387.6 萬 | 0.04% | 00.0% | 不變 |