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 4 季 13F 持有人
Cloudflare, Inc. 在 2024/12/31 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
- 795
- 較 2024 年第 3 季 +101 家
- 持有股數
- 2.88 億
- 較 2024 年第 3 季 −1,201 萬 (−4.0%)
- 總市值
- $296.8 億
- 較 2024 年第 3 季 +$77.5 億 (+35.3%)
- 新進機構
- 166
- 另有 253 家加碼
- 清倉機構
- 65
- 另有 246 家減碼
另有 12 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital World Investors | 35,409,307 | $38.1 億 | 0.58% | +260,415+0.7% | 加碼 |
| Baillie Gifford & Co | 31,884,160 | $34.3 億 | 2.64% | −626,432−1.9% | 減碼 |
| Vanguard Group Inc | 30,298,059 | $32.6 億 | 0.06% | −68,873−0.2% | 減碼 |
| Morgan Stanley | 23,182,497 | $25.1 億 | 0.18% | −1,307,204−5.3% | 減碼 |
| BlackRock, Inc. | 20,013,653 | $22.1 億 | 0.04% | +1,920,520+10.6% | 加碼 |
| FMR LLC | 12,348,651 | $13.5 億 | 0.08% | +158,656+1.3% | 加碼 |
| Sands Capital Management, LLC | 7,766,054 | $8.36 億 | 2.47% | +1,421,670+22.4% | 加碼 |
| State Street Corp | 6,507,711 | $7.29 億 | 0.03% | +116,356+1.8% | 加碼 |
| First Trust Advisors LP | 5,377,343 | $5.79 億 | 0.51% | −301,965−5.3% | 減碼 |
| Geode Capital Management, LLC | 4,903,219 | $5.27 億 | 0.04% | +68,661+1.4% | 加碼 |
| Voya Investment Management LLC | 3,065,588 | $4.78 億 | 0.50% | −66,416−2.1% | 減碼 |
| Franklin Resources Inc | 3,278,701 | $4.22 億 | 0.12% | +1,260,669+62.5% | 加碼 |
| Legal & General Group Plc | 3,498,099 | $3.77 億 | 0.10% | −102,770−2.9% | 減碼 |
| 1832 Asset Management L.P. | 3,149,400 | $3.39 億 | 0.61% | +603,300+23.7% | 加碼 |
| Polar Capital Holdings Plc | 2,932,791 | $3.16 億 | 1.77% | −662,714−18.4% | 減碼 |
| UBS Asset Management Americas Inc | 2,342,967 | $2.52 億 | 0.06% | +174,682+8.1% | 加碼 |
| Norges Bank | 2,317,462 | $2.50 億 | 0.03% | +98,819+4.5% | 加碼 |
| American Century Companies Inc | 2,257,601 | $2.43 億 | 0.14% | +1,017,399+82.0% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 2,239,293 | $2.41 億 | 2.60% | −47,806−2.1% | 減碼 |
| UBS Group AG | 2,017,593 | $2.17 億 | 0.05% | +1,608,786+393.5% | 加碼 |
| Northern Trust Corp | 1,849,143 | $1.99 億 | 0.03% | +219,764+13.5% | 加碼 |
| Marshall Wace, LLP | 1,635,262 | $1.76 億 | 0.22% | −1,265,873−43.6% | 減碼 |
| Deutsche Bank AG | 1,582,790 | $1.70 億 | 0.07% | −26,301−1.6% | 減碼 |
| Citadel Advisors LLC | 1,579,828 | $1.70 億 | 0.16% | +873,711+123.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,475,823 | $1.59 億 | 0.11% | −123,645−7.7% | 減碼 |
| Point72 Asset Management, L.P. | 1,407,054 | $1.52 億 | 0.41% | +1,407,054 | 新進 |
| Bank of New York Mellon Corp | 1,686,372 | $1.39 億 | 0.03% | −476,359−22.0% | 減碼 |
| Royal Bank of Canada | 1,215,056 | $1.34 億 | 0.03% | −26,687−2.1% | 減碼 |
| Charles Schwab Investment Management Inc | 1,221,760 | $1.32 億 | 0.02% | +63,945+5.5% | 加碼 |
| Strategy Capital LLC | 1,167,240 | $1.26 億 | 10.23% | −40,728−3.4% | 減碼 |
| Invesco Ltd. | 1,078,921 | $1.16 億 | 0.02% | +804,059+292.5% | 加碼 |
| Squarepoint Ops LLC | 1,041,400 | $1.12 億 | 0.29% | −404,757−28.0% | 減碼 |
| Amundi | 920,864 | $1.07 億 | 0.04% | +50,225+5.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 971,471 | $1.05 億 | 0.25% | −60,623−5.9% | 減碼 |
| Fred Alger Management, LLC | 934,286 | $1.01 億 | 0.48% | +836,591+856.3% | 加碼 |
| Macquarie Group Ltd | 917,741 | $9,882 萬 | 0.12% | +862,685+1,566.9% | 加碼 |
| Bamco Inc | 897,555 | $9,665 萬 | 0.25% | +47,075+5.5% | 加碼 |
| Tenor Capital Management Co., L.P. | – | $9,614 萬 | 1.35% | – | – |
| Pictet Asset Management Holding SA | 879,088 | $9,466 萬 | 0.10% | +720,568+454.6% | 加碼 |
| Swiss National Bank | 859,700 | $9,257 萬 | 0.06% | −33,900−3.8% | 減碼 |
| Optimus Prime Fund Management Co., Ltd. | 845,000 | $9,099 萬 | 9.74% | −410,000−32.7% | 減碼 |
| Nikko Asset Management Americas, Inc. | 808,202 | $8,703 萬 | 0.94% | −122,503−13.2% | 減碼 |
| Price T Rowe Associates Inc | 787,342 | $8,478 萬 | 0.01% | −137,410−14.9% | 減碼 |
| Lord, Abbett & Co. LLC | 734,457 | $8,393 萬 | 0.27% | −12,199,543−94.3% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | – | $8,257 萬 | 1.44% | – | – |
| Penserra Capital Management LLC | 763,133 | $8,217 萬 | 1.50% | −91,384−10.7% | 減碼 |
| Goldman Sachs Group Inc | 757,883 | $8,161 萬 | 0.02% | −101,338−11.8% | 減碼 |
| Steelhead Partners LLC | – | $7,678 萬 | 3.86% | – | – |
| Nuveen Asset Management, LLC | 709,592 | $7,641 萬 | 0.02% | +21,414+3.1% | 加碼 |
| Capstone Investment Advisors, LLC | 4,353 | $7,516 萬 | 0.74% | – | – |
| Wolverine Asset Management LLC | 5,190 | $7,330 萬 | 1.31% | – | – |
| Peregrine Capital Management LLC | 661,682 | $7,125 萬 | 2.11% | +2,483+0.4% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 655,725 | $7,061 萬 | 0.16% | −30,956−4.5% | 減碼 |
| Bank of America Corp | 651,521 | $7,017 萬 | 0.01% | −188,944−22.5% | 減碼 |
| Verition Fund Management LLC | 135,243 | $6,463 萬 | 0.33% | +111,029+458.5% | 加碼 |
| Bessemer Group Inc | 594,219 | $6,399 萬 | 0.10% | −10,902−1.8% | 減碼 |
| DeepCurrents Investment Group LLC | – | $6,256 萬 | 2.07% | – | – |
| Calamos Advisors LLC | – | $5,770 萬 | 0.27% | – | – |
| Lazard Asset Management LLC | 458 | $5,511 萬 | 0.08% | −10,596−95.9% | 減碼 |
| Ameriprise Financial Inc | 504,029 | $5,429 萬 | 0.01% | +146,389+40.9% | 加碼 |
| D. E. Shaw & Co., Inc. | – | $5,421 萬 | 0.06% | – | – |
| Balyasny Asset Management LLC | 439,062 | $5,064 萬 | 0.12% | +436,451+16,715.9% | 加碼 |
| California State Teachers Retirement System | 463,731 | $4,993 萬 | 0.06% | −9,312−2.0% | 減碼 |
| California Public Employees Retirement System | 462,015 | $4,975 萬 | 0.03% | −30,790−6.2% | 減碼 |
| Raymond James Financial Inc | 443,709 | $4,781 萬 | 0.02% | +443,709 | 新進 |
| National Pension Service | 431,180 | $4,643 萬 | 0.04% | −40,743−8.6% | 減碼 |
| Allen Investment Management LLC | 414,733 | $4,466 萬 | 0.52% | +49,816+13.7% | 加碼 |
| Two Sigma Investments, LP | 325,314 | $4,459 萬 | 0.10% | −650,998−66.7% | 減碼 |
| SW Investment Management LLC | 400,000 | $4,307 萬 | 10.10% | 00.0% | 不變 |
| Rhumbline Advisers | 397,651 | $4,282 萬 | 0.04% | −2,408−0.6% | 減碼 |
| Kames Capital plc | 395,303 | $4,260 萬 | 0.56% | +56,906+16.8% | 加碼 |
| Walleye Capital LLC | 40,490 | $4,078 萬 | 0.39% | −87,058−68.3% | 減碼 |
| Great West Life Assurance Co | 364,315 | $3,925 萬 | 0.07% | −5,107−1.4% | 減碼 |
| Dimensional Fund Advisors LP | 361,607 | $3,894 萬 | 0.01% | +18,457+5.4% | 加碼 |
| Long Walk Management LP | 359,000 | $3,866 萬 | 13.84% | −13,250−3.6% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 349,850 | $3,767 萬 | 0.31% | −609−0.2% | 減碼 |
| Davidson Kempner Capital Management LP | – | $3,728 萬 | 0.66% | – | – |
| Schroder Investment Management Group | 327,914 | $3,575 萬 | 0.03% | −245−0.1% | 減碼 |
| Whetstone Capital Advisors, LLC | 318,067 | $3,425 萬 | 13.04% | −5,205−1.6% | 減碼 |
| Capital Fund Management S.A. | 314,787 | $3,390 萬 | 0.34% | +78,685+33.3% | 加碼 |
| La Banque Postale Asset Management SA | 312,671 | $3,367 萬 | 0.45% | 00.0% | 不變 |
| CNH Partners LLC | – | $3,322 萬 | 0.79% | – | – |
| Parallax Volatility Advisers, L.P. | 305,581 | $3,290 萬 | 0.72% | +242,866+387.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 299,188 | $3,222 萬 | 0.06% | +1,850+0.6% | 加碼 |
| Ensign Peak Advisors, Inc | 286,399 | $3,084 萬 | 0.05% | +17,241+6.4% | 加碼 |
| Barclays PLC | 283,129 | $3,049 萬 | 0.02% | −120,504−29.9% | 減碼 |
| NZS Capital, LLC | 277,652 | $2,990 萬 | 1.27% | +17,015+6.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 228,170 | $2,985 萬 | 0.02% | – | – |
| Hartline Investment Corp | 264,336 | $2,846 萬 | 3.27% | +3,957+1.5% | 加碼 |
| Trexquant Investment LP | 260,210 | $2,802 萬 | 0.33% | +145,942+127.7% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 257,735 | $2,775 萬 | 2.46% | −145,675−36.1% | 減碼 |
| Wells Fargo & Company | 248,003 | $2,685 萬 | 0.01% | −20,758−7.7% | 減碼 |
| Alliancebernstein L.P. | 244,225 | $2,630 萬 | 0.01% | +131,553+116.8% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 223,316 | $2,562 萬 | 0.02% | +24,928+12.6% | 加碼 |
| Wim Investment Management Ltd | 237,249 | $2,555 萬 | 8.77% | −79,083−25.0% | 減碼 |
| Asset Management One Co.,Ltd. | 230,307 | $2,547 萬 | 0.09% | −8,103−3.4% | 減碼 |
| Nomura Holdings Inc | 233,542 | $2,515 萬 | 0.13% | −38,188−14.1% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 232,136 | $2,500 萬 | 0.02% | +179,303+339.4% | 加碼 |
| Pinebridge Investments, L.P. | 231,233 | $2,490 萬 | 0.19% | −28,022−10.8% | 減碼 |
| Korea Investment CORP | 220,962 | $2,379 萬 | 0.06% | +108,663+96.8% | 加碼 |