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 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
- 772
- 較 2024 年第 3 季 +104 家
- 持有股數
- 2.64 億
- 較 2024 年第 3 季 +825.3 萬 (+3.2%)
- 總市值
- $284.2 億
- 較 2024 年第 3 季 +$77.3 億 (+37.4%)
- 新進機構
- 167
- 另有 254 家加碼
- 清倉機構
- 63
- 另有 241 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 | 1,228 | $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 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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 9,385 | $101.1 萬 | 0.00% | −1,365−12.7% | 減碼 |
| Frontier Capital Management Co LLC | 9,411 | $101.3 萬 | 0.01% | +6,782+258.0% | 加碼 |
| Green Alpha Advisors, LLC | 9,537 | $102.7 萬 | 0.82% | −1,425−13.0% | 減碼 |
| Dynamic Technology Lab Private Ltd | 9,570 | $103.0 萬 | 0.17% | −24,024−71.5% | 減碼 |
| APG Asset Management US Inc. | 9,580 | $103.2 萬 | 0.01% | +9,580 | 新進 |
| Barings LLC | 9,657 | $104.0 萬 | 0.02% | 00.0% | 不變 |
| SG Americas Securities, LLC | 9,665 | $104.1 萬 | 0.00% | −16,275−62.7% | 減碼 |
| Advisory Resource Group | 9,703 | $104.5 萬 | 0.22% | −2,908−23.1% | 減碼 |
| GWM Advisors LLC | 9,770 | $105.2 萬 | 0.01% | +5,352+121.1% | 加碼 |
| RFG Advisory, LLC | 9,816 | $105.7 萬 | 0.03% | +982+11.1% | 加碼 |
| Meitav Dash Investments Ltd | 9,740 | $106.2 萬 | 0.02% | −2,160−18.2% | 減碼 |
| Atom Investors LP | 9,885 | $106.4 萬 | 0.13% | +395+4.2% | 加碼 |
| Brandywine Managers, LLC | 9,906 | $106.7 萬 | 1.12% | 00.0% | 不變 |
| Malaga Cove Capital, LLC | 9,921 | $106.8 萬 | 0.42% | −137−1.4% | 減碼 |
| Tairen Capital Ltd | 10,000 | $107.7 萬 | 0.16% | −56,000−84.8% | 減碼 |
| Steel Peak Wealth Management LLC | 10,036 | $108.1 萬 | 0.04% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 10,037 | $108.1 萬 | 0.01% | −10,190−50.4% | 減碼 |
| Harvest Fund Management Co., Ltd | 10,062 | $108.4 萬 | 0.05% | +9,472+1,605.4% | 加碼 |
| Park Avenue Securities LLC | 10,074 | $108.5 萬 | 0.01% | −588−5.5% | 減碼 |
| Robeco Institutional Asset Management B.V. | 10,114 | $108.9 萬 | 0.00% | −4,912−32.7% | 減碼 |
| Signaturefd, LLC | 10,211 | $109.9 萬 | 0.02% | +124+1.2% | 加碼 |
| Commerce Bank | 10,273 | $110.6 萬 | 0.01% | −128−1.2% | 減碼 |
| Generali Asset Management SPA SGR | 10,524 | $113.3 萬 | 0.03% | +10,524 | 新進 |
| Nicholas Investment Partners, LP | 10,590 | $114.0 萬 | 0.10% | +5,515+108.7% | 加碼 |
| Afg Fiduciary Services Limited Partnership | 10,010 | $114.6 萬 | 0.82% | −2,481−19.9% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 10,688 | $115.1 萬 | 0.04% | +750+7.5% | 加碼 |
| SBI Securities Co., Ltd. | 10,716 | $115.4 萬 | 0.04% | +10,716 | 新進 |
| Azzad Asset Management Inc | 10,793 | $116.2 萬 | 0.22% | +10,793 | 新進 |
| Proactive Wealth Strategies LLC | 10,920 | $117.6 萬 | 0.61% | −700−6.0% | 減碼 |
| WCG Wealth Advisors LLC | 11,126 | $119.8 萬 | 0.08% | +246+2.3% | 加碼 |
| Jackson Square Capital, LLC | 11,247 | $121.1 萬 | 0.29% | +63+0.6% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 11,357 | $122.3 萬 | 0.03% | 00.0% | 不變 |
| Westwood Holdings Group Inc. | 11,396 | $122.7 萬 | 0.01% | −4,428−28.0% | 減碼 |
| CWM, LLC | 11,409 | $122.9 萬 | 0.01% | +1,719+17.7% | 加碼 |
| Aviva PLC | 11,560 | $124.5 萬 | 0.00% | +133+1.2% | 加碼 |
| Bryce Point Capital, LLC | 11,820 | $127.3 萬 | 0.37% | +11,820 | 新進 |
| Schonfeld Strategic Advisors LLC | 11,821 | $127.3 萬 | 0.01% | −344,142−96.7% | 減碼 |
| Farther Finance Advisors, LLC | 11,823 | $127.3 萬 | 0.05% | −270−2.2% | 減碼 |
| Summit Trail Advisors, LLC | 11,838 | $127.5 萬 | 0.05% | +1,076+10.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 11,884 | $128.0 萬 | 0.00% | −1,104−8.5% | 減碼 |
| Grandview Asset Management LLC | 11,972 | $128.9 萬 | 0.47% | +1,698+16.5% | 加碼 |
| Bradley Foster & Sargent Inc | 12,000 | $129.2 萬 | 0.02% | +12,000 | 新進 |
| Western Financial Corp | 12,046 | $129.7 萬 | 0.71% | −94−0.8% | 減碼 |
| CIBC Asset Management Inc | 12,120 | $130.5 萬 | 0.00% | +1,491+14.0% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 12,136 | $130.7 萬 | 0.01% | −133−1.1% | 減碼 |
| Investment Management Corp of Ontario | 12,408 | $133.6 萬 | 0.04% | +2,414+24.2% | 加碼 |
| Omers Administration Corp | 12,478 | $134.4 萬 | 0.01% | +2,157+20.9% | 加碼 |
| Polymer Capital Management (HK) LTD | 12,541 | $135.0 萬 | 0.24% | +6,291+100.7% | 加碼 |
| Geneos Wealth Management Inc. | 12,572 | $135.4 萬 | 0.05% | −43−0.3% | 減碼 |
| Private Advisor Group, LLC | 12,686 | $136.6 萬 | 0.01% | −1,272−9.1% | 減碼 |
| Profund Advisors LLC | 12,768 | $137.5 萬 | 0.05% | −212−1.6% | 減碼 |
| Perigon Wealth Management, LLC | 12,113 | $139.1 萬 | 0.03% | −2,456−16.9% | 減碼 |
| United Advisor Group, LLC | 12,975 | $139.7 萬 | 0.28% | −500−3.7% | 減碼 |
| Ring Mountain Capital, LLC | 13,328 | $143.5 萬 | 0.96% | +13,328 | 新進 |
| Avitas Wealth Management LLC | 13,593 | $146.4 萬 | 0.20% | −75−0.5% | 減碼 |
| Colony Group, LLC | 13,652 | $147.0 萬 | 0.00% | +10,217+297.4% | 加碼 |
| M&T Bank Corp | 13,708 | $147.6 萬 | 0.00% | +1,363+11.0% | 加碼 |
| CIBC World Markets Corp | 13,771 | $148.3 萬 | 0.01% | −3,774−21.5% | 減碼 |
| Advisor Group Holdings, Inc. | 14,796 | $148.9 萬 | 0.00% | −3,991−21.2% | 減碼 |
| Virtu Financial LLC | 13,912 | $149.8 萬 | 0.08% | −1,764−11.3% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 12,778 | $151.8 萬 | 0.00% | +753+6.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 14,118 | $152.0 萬 | 0.00% | −190−1.3% | 減碼 |
| Intech Investment Management LLC | 14,242 | $153.4 萬 | 0.01% | +661+4.9% | 加碼 |
| Blue Barn Wealth, LLC | 14,310 | $154.1 萬 | 0.81% | −120−0.8% | 減碼 |
| Old Well Partners, LLC | 14,400 | $155.1 萬 | 2.96% | 00.0% | 不變 |
| Mackenzie Financial Corp | 14,641 | $157.7 萬 | 0.00% | +357+2.5% | 加碼 |
| Warm Springs Advisors Inc. | 15,198 | $163.7 萬 | 1.52% | +15,198 | 新進 |
| Oppenheimer & Co Inc | 15,285 | $164.6 萬 | 0.02% | −140−0.9% | 減碼 |
| Sanctuary Advisors, LLC | 12,110 | $166.2 萬 | 0.01% | −2,023−14.3% | 減碼 |
| Vinva Investment Management Ltd | 15,287 | $166.7 萬 | 0.07% | +2,355+18.2% | 加碼 |
| Pier 88 Investment Partners LLC | 15,920 | $171.4 萬 | 0.34% | +300+1.9% | 加碼 |
| Maryland State Retirement & Pension System | 16,011 | $172.4 萬 | 0.04% | −1,082−6.3% | 減碼 |
| ARS Investment Partners, LLC | 16,376 | $176.3 萬 | 0.16% | 00.0% | 不變 |
| Toroso Investments, LLC | 16,768 | $180.6 萬 | 0.01% | −6,470−27.8% | 減碼 |
| Knollwood Investment Advisory, LLC | 16,800 | $180.9 萬 | 0.19% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 17,256 | $185.8 萬 | 0.38% | −838−4.6% | 減碼 |
| Nisa Investment Advisors, LLC | 17,275 | $186.0 萬 | 0.01% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 17,285 | $186.1 萬 | 0.04% | +17,285 | 新進 |
| MBM Wealth Consultants, LLC | 16,598 | $186.8 萬 | 0.56% | +65+0.4% | 加碼 |
| Wolverine Trading, LLC | 17,219 | $187.7 萬 | 0.04% | +8,691+101.9% | 加碼 |
| Fortis Group Advisors, LLC | 17,520 | $188.7 萬 | 0.35% | +17,365+11,203.2% | 加碼 |
| Cerity Partners LLC | 18,679 | $189.6 萬 | 0.00% | +263+1.4% | 加碼 |
| Nwi Management LP | 18,000 | $193.8 萬 | 0.15% | 00.0% | 不變 |
| MYDA Advisors LLC | 18,000 | $193.8 萬 | 0.55% | −25,700−58.8% | 減碼 |
| Alps Advisors Inc | 18,265 | $196.7 萬 | 0.01% | −4,340−19.2% | 減碼 |
| MetLife Investment Management | 18,485 | $199.0 萬 | 0.01% | −421−2.2% | 減碼 |
| AustralianSuper Pty Ltd | 18,508 | $199.3 萬 | 0.01% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 19,362 | $208.5 萬 | 0.02% | −354−1.8% | 減碼 |
| PDT Partners, LLC | 19,526 | $210.3 萬 | 0.19% | −30,343−60.8% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 19,690 | $212.0 萬 | 0.02% | +12,379+169.3% | 加碼 |
| Ardsley Advisory Partners LP | 20,000 | $214.0 萬 | 0.41% | +20,000 | 新進 |
| Swiss Life Asset Management Ltd | 20,010 | $215.2 萬 | 0.02% | +14,932+294.1% | 加碼 |
| Amalgamated Bank | 20,002 | $215.4 萬 | 0.02% | +107+0.5% | 加碼 |
| Jupiter Asset Management Ltd | 20,015 | $215.5 萬 | 0.02% | +20,015 | 新進 |
| Natixis | 20,384 | $219.5 萬 | 0.01% | −11,788−36.6% | 減碼 |
| Fox Run Management, L.L.C. | 20,529 | $221.1 萬 | 0.40% | +1,798+9.6% | 加碼 |
| Viking Fund Management LLC | 21,000 | $226.1 萬 | 0.35% | 00.0% | 不變 |
| D.A. Davidson & Co. | 21,075 | $226.9 萬 | 0.02% | +106+0.5% | 加碼 |
| CI Private Wealth, LLC | 21,535 | $231.9 萬 | 0.00% | −1,309−5.7% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 20,584 | $236.2 萬 | 0.03% | +17,942+679.1% | 加碼 |