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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 48,366 | $391.2 萬 | 0.13% | +36,731+315.7% | 加碼 |
| Strategic Planning Group, LLC | 48,734 | $394.2 萬 | 0.78% | +2,195+4.7% | 加碼 |
| QRG Capital Management, Inc. | 48,957 | $396.0 萬 | 0.04% | −7,582−13.4% | 減碼 |
| Utah Retirement Systems | 49,562 | $400.9 萬 | 0.05% | +200+0.4% | 加碼 |
| PDT Partners, LLC | 49,869 | $403.4 萬 | 0.36% | +17,367+53.4% | 加碼 |
| British Columbia Investment Management Corp | 50,245 | $406.4 萬 | 0.02% | −6,896−12.1% | 減碼 |
| Titleist Asset Management, LLC | 51,599 | $417.4 萬 | 0.60% | −2,663−4.9% | 減碼 |
| Group One Trading, L.P. | 51,873 | $419.6 萬 | 0.17% | +11,474+28.4% | 加碼 |
| Xponance, Inc. | 52,196 | $422.2 萬 | 0.04% | −793−1.5% | 減碼 |
| Slow Capital, Inc. | 52,602 | $425.5 萬 | 0.65% | +52,602 | 新進 |
| Arrowstreet Capital, Limited Partnership | 52,833 | $427.4 萬 | 0.00% | +52,833 | 新進 |
| Macquarie Group Ltd | 55,056 | $445.4 萬 | 0.00% | +30,956+128.4% | 加碼 |
| Rockefeller Capital Management L.P. | 55,169 | $446.3 萬 | 0.01% | −2,508−4.3% | 減碼 |
| DekaBank Deutsche Girozentrale | 55,984 | $452.9 萬 | 0.01% | −2,346−4.0% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 56,655 | $462.1 萬 | 0.01% | −4,585−7.5% | 減碼 |
| Maytus Capital Management, LLC | 60,000 | $485.3 萬 | 1.71% | −57,500−48.9% | 減碼 |
| Privium Fund Management B.V. | 60,000 | $485.3 萬 | 1.21% | −10,000−14.3% | 減碼 |
| IFM Investors Pty Ltd | 60,181 | $486.8 萬 | 0.05% | +297+0.5% | 加碼 |
| USS Investment Management Ltd | 60,430 | $488.8 萬 | 0.04% | +140+0.2% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 60,452 | $489.0 萬 | 0.02% | +513+0.9% | 加碼 |
| Twinbeech Capital LP | 61,062 | $493.9 萬 | 0.09% | +61,062 | 新進 |
| Parallax Volatility Advisers, L.P. | 62,715 | $507.3 萬 | 0.13% | −81,334−56.5% | 減碼 |
| Forsta Ap-Fonden | 64,400 | $520.9 萬 | 0.04% | +6,600+11.4% | 加碼 |
| Russell Investments Group, Ltd. | 67,307 | $546.8 萬 | 0.01% | −5,939−8.1% | 減碼 |
| Van Eck Associates Corp | 63,182 | $553.7 萬 | 0.01% | +32,485+105.8% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 71,128 | $575.4 萬 | 0.06% | +71,128 | 新進 |
| Tairen Capital Ltd | 66,000 | $578.9 萬 | 0.21% | +66,000 | 新進 |
| Candriam Luxembourg S.C.A. | 73,630 | $595.6 萬 | 0.03% | +5,077+7.4% | 加碼 |
| TD Asset Management Inc | 73,353 | $598.5 萬 | 0.01% | +3,357+4.8% | 加碼 |
| Cetera Investment Advisers | 74,685 | $604.1 萬 | 0.01% | −11,378−13.2% | 減碼 |
| Walleye Trading LLC | 76,758 | $620.9 萬 | 0.15% | +35,146+84.5% | 加碼 |
| Standard Life Aberdeen plc | 76,770 | $621.0 萬 | 0.01% | +18,132+30.9% | 加碼 |
| Picton Mahoney Asset Management | 77,536 | $627.4 萬 | 0.24% | +35,261+83.4% | 加碼 |
| Davy Global Fund Management Ltd | 78,745 | $637.0 萬 | 0.66% | −5,146−6.1% | 減碼 |
| Victory Capital Management Inc | 80,136 | $648.2 萬 | 0.01% | −207−0.3% | 減碼 |
| BCJ Capital Management, LLC | 80,508 | $651.2 萬 | 0.49% | +77,988+3,094.8% | 加碼 |
| Sentinel Trust Co Lba | 80,718 | $652.9 萬 | 0.74% | 00.0% | 不變 |
| Erste Asset Management GmbH | 80,950 | $654.8 萬 | 0.08% | 00.0% | 不變 |
| Principal Financial Group Inc | 82,257 | $665.4 萬 | 0.00% | −85,658−51.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 82,329 | $666.0 萬 | 0.02% | +171+0.2% | 加碼 |
| HighTower Advisors, LLC | 84,062 | $674.5 萬 | 0.01% | +4,189+5.2% | 加碼 |
| Nomura Asset Management Co Ltd | 83,680 | $676.9 萬 | 0.02% | +4,000+5.0% | 加碼 |
| Arizona State Retirement System | 86,262 | $697.8 萬 | 0.04% | +4,299+5.2% | 加碼 |
| Atika Capital Management LLC | 87,000 | $703.7 萬 | 0.75% | −2,500−2.8% | 減碼 |
| Nomura Holdings Inc | 89,677 | $725.4 萬 | 0.05% | +21,555+31.6% | 加碼 |
| Exchange Traded Concepts, LLC | 90,772 | $734.3 萬 | 0.17% | −16,695−15.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 92,986 | $752.2 萬 | 0.03% | +22,316+31.6% | 加碼 |
| RMB Capital Management, LLC | 94,821 | $767.0 萬 | 0.17% | +11,708+14.1% | 加碼 |
| Jane Street Group, LLC | 94,940 | $768.0 萬 | 0.01% | −66,148−41.1% | 減碼 |
| Baker Chad R | 95,900 | $775.7 萬 | 1.52% | 00.0% | 不變 |
| Fred Alger Management, LLC | 97,695 | $790.3 萬 | 0.04% | −205,023−67.7% | 減碼 |
| Resona Asset Management Co.,Ltd. | 98,878 | $800.9 萬 | 0.05% | +1,549+1.6% | 加碼 |
| Capital International Inc | 100,315 | $811.4 萬 | 0.10% | +5,565+5.9% | 加碼 |
| Avalon Global Asset Management LLC | 100,400 | $812.1 萬 | 2.50% | 00.0% | 不變 |
| Mariner, LLC | 104,013 | $842.7 萬 | 0.01% | +22,577+27.7% | 加碼 |
| Worldquant Millennium Advisors LLC | 105,515 | $853.5 萬 | 0.06% | +105,515 | 新進 |
| Public Employees Retirement System of Ohio | 108,925 | $881.1 萬 | 0.04% | −5,426−4.7% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 111,990 | $895.9 萬 | 0.09% | +5,146+4.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 110,832 | $896.5 萬 | 0.04% | +786+0.7% | 加碼 |
| Storebrand Asset Management AS | 111,569 | $902.5 萬 | 0.03% | +9,586+9.4% | 加碼 |
| Korea Investment CORP | 112,299 | $908.4 萬 | 0.02% | +5,317+5.0% | 加碼 |
| Alliancebernstein L.P. | 112,672 | $911.4 萬 | 0.00% | −22,782−16.8% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 113,500 | $918.1 萬 | 0.06% | −2,800−2.4% | 減碼 |
| Danske Bank A/S | 114,030 | $922.4 萬 | 0.03% | +3,000+2.7% | 加碼 |
| Trexquant Investment LP | 114,268 | $924.3 萬 | 0.12% | +114,268 | 新進 |
| Readystate Asset Management LP | 115,000 | $930.2 萬 | 0.48% | −240,560−67.7% | 減碼 |
| Mizuho Markets Americas LLC | 116,667 | $943.7 萬 | 0.23% | +11,600+11.0% | 加碼 |
| LPL Financial LLC | 118,182 | $956.0 萬 | 0.00% | −937−0.8% | 減碼 |
| Royal London Asset Management Ltd | 120,901 | $978.0 萬 | 0.02% | +9,003+8.0% | 加碼 |
| Capital International Ltd | 126,082 | $1,020 萬 | 0.44% | +9,560+8.2% | 加碼 |
| Walleye Capital LLC | 127,548 | $1,032 萬 | 0.11% | −34,197−21.1% | 減碼 |
| Treasurer of the State of North Carolina | 131,046 | $1,060 萬 | 0.04% | +530+0.4% | 加碼 |
| Forte Capital LLC | 133,963 | $1,084 萬 | 1.23% | −364−0.3% | 減碼 |
| Canada Pension Plan Investment Board | 134,713 | $1,090 萬 | 0.01% | +101,730+308.4% | 加碼 |
| Credit Agricole S A | 138,012 | $1,116 萬 | 0.06% | +13,083+10.5% | 加碼 |
| Parnassus Investments | 138,410 | $1,120 萬 | 0.02% | +131,319+1,851.9% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 151,646 | $1,227 萬 | 0.65% | +4,968+3.4% | 加碼 |
| Davis-Rea Ltd. | 152,056 | $1,230 萬 | 5.35% | +25,100+19.8% | 加碼 |
| Pictet Asset Management Holding SA | 158,520 | $1,282 萬 | 0.01% | −995−0.6% | 減碼 |
| 12 West Capital Management LP | 165,000 | $1,335 萬 | 1.37% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 165,749 | $1,341 萬 | 0.00% | −30,042−15.3% | 減碼 |
| Kodai Capital Management LP | 166,604 | $1,348 萬 | 0.28% | +166,604 | 新進 |
| RPG Investment Advisory, LLC | 167,017 | $1,351 萬 | 1.93% | +2,001+1.2% | 加碼 |
| Carnegie Capital Asset Management, LLC | 168,803 | $1,365 萬 | 0.40% | +3,535+2.1% | 加碼 |
| State of Wisconsin Investment Board | 169,996 | $1,375 萬 | 0.03% | +11,863+7.5% | 加碼 |
| Renaissance Technologies LLC | 171,900 | $1,390 萬 | 0.02% | +81,800+90.8% | 加碼 |
| Capital International Sarl | 173,378 | $1,402 萬 | 0.36% | +35,377+25.6% | 加碼 |
| Handelsbanken Fonder AB | 183,212 | $1,482 萬 | 0.06% | −13,426−6.8% | 減碼 |
| SEI Investments Co | 183,892 | $1,487 萬 | 0.02% | +56,351+44.2% | 加碼 |
| New York State Common Retirement Fund | 185,663 | $1,502 萬 | 0.02% | −35,400−16.0% | 減碼 |
| Liontrust Investment Partners LLP | 184,368 | $1,527 萬 | 0.22% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 192,381 | $1,556 萬 | 0.14% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 198,388 | $1,605 萬 | 0.02% | −85,375−30.1% | 減碼 |
| Alberta Investment Management Corp | 204,905 | $1,657 萬 | 0.14% | +23,200+12.8% | 加碼 |
| Citigroup Inc | 213,209 | $1,725 萬 | 0.02% | +90,956+74.4% | 加碼 |
| Capital Fund Management S.A. | 236,102 | $1,910 萬 | 0.21% | −121,928−34.1% | 減碼 |
| Asset Management One Co.,Ltd. | 238,410 | $1,928 萬 | 0.07% | +2,288+1.0% | 加碼 |
| Glynn Capital Management LLC | 251,108 | $2,031 萬 | 4.65% | +48,701+24.1% | 加碼 |
| HSBC Holdings PLC | 257,370 | $2,070 萬 | 0.01% | +28,436+12.4% | 加碼 |
| Pinebridge Investments, L.P. | 259,255 | $2,097 萬 | 0.16% | −44,810−14.7% | 減碼 |