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 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 | $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 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 |
|---|---|---|---|---|---|
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 22,000 | $236.9 萬 | 1.37% | −2,000−8.3% | 減碼 |
| Janus Henderson Group PLC | 22,031 | $237.4 萬 | 0.00% | +475+2.2% | 加碼 |
| Groupama Asset Managment | – | $240.2 萬 | 0.05% | – | 新進 |
| Gulf International Bank (UK) Ltd | 22,605 | $243.4 萬 | 0.06% | −224−1.0% | 減碼 |
| BCJ Capital Management, LLC | 23,123 | $249.0 萬 | 0.19% | −57,385−71.3% | 減碼 |
| Daiwa Securities Group Inc. | 23,552 | $253.6 萬 | 0.01% | +800+3.5% | 加碼 |
| Jane Street Group, LLC | 23,617 | $254.3 萬 | 0.00% | −71,323−75.1% | 減碼 |
| Deane Retirement Strategies, Inc. | 23,623 | $254.4 萬 | 1.28% | +23,623 | 新進 |
| TrueMark Investments, LLC | 23,637 | $254.5 萬 | 0.81% | −1,948−7.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 23,179 | $256.4 萬 | 0.01% | −1,921−7.7% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 23,960 | $258.0 萬 | 0.04% | 00.0% | 不變 |
| Tredje AP-fonden | 23,961 | $258.0 萬 | 0.02% | −23,960−50.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 23,992 | $258.3 萬 | 0.02% | +3,411+16.6% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 24,000 | $258.4 萬 | 0.35% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 24,040 | $258.9 萬 | 0.01% | +2,053+9.3% | 加碼 |
| Allianz Asset Management GmbH | 24,412 | $262.9 萬 | 0.00% | −3,426−12.3% | 減碼 |
| Kestra Advisory Services, LLC | 24,433 | $263.1 萬 | 0.01% | +1,586+6.9% | 加碼 |
| Castle Rock Wealth Management, LLC | 15,474 | $264.9 萬 | 0.63% | −5,991−27.9% | 減碼 |
| Clear Harbor Asset Management, LLC | 24,717 | $266.2 萬 | 0.21% | −265−1.1% | 減碼 |
| Elo Mutual Pension Insurance Co | 26,023 | $280.2 萬 | 0.06% | −721−2.7% | 減碼 |
| Wealthfront Advisers LLC | 26,439 | $284.7 萬 | 0.01% | +2,049+8.4% | 加碼 |
| Pathstone Holdings, LLC | 26,763 | $288.2 萬 | 0.01% | +2,662+11.0% | 加碼 |
| Swedbank AB | 27,043 | $291.2 萬 | 0.00% | +8,102+42.8% | 加碼 |
| SWS Partners | 27,515 | $296.3 萬 | 0.90% | −1,942−6.6% | 減碼 |
| Mercer Global Advisors Inc | 27,565 | $296.8 萬 | 0.01% | −2,827−9.3% | 減碼 |
| Vident Advisory, LLC | 27,591 | $297.1 萬 | 0.05% | +8,239+42.6% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 27,758 | $298.9 萬 | 0.57% | +496+1.8% | 加碼 |
| Jasper Ridge Partners, L.P. | 27,835 | $299.7 萬 | 0.09% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 28,015 | $301.7 萬 | 0.03% | +73+0.3% | 加碼 |
| Ethic Inc. | 28,117 | $302.8 萬 | 0.06% | +5,068+22.0% | 加碼 |
| Independent Advisor Alliance | 28,292 | $304.6 萬 | 0.04% | +130+0.5% | 加碼 |
| Sepio Capital, LP | 28,356 | $305.3 萬 | 0.24% | +1,140+4.2% | 加碼 |
| Bearing Point Capital, LLC | 28,556 | $307.5 萬 | 0.64% | +28,556 | 新進 |
| EFG Asset Management (Americas) Corp. | 28,757 | $309.7 萬 | 0.60% | +1,553+5.7% | 加碼 |
| Lountzis Asset Management, LLC | 28,992 | $312.2 萬 | 1.32% | −671−2.3% | 減碼 |
| Federation des caisses Desjardins du Quebec | 29,204 | $314.2 萬 | 0.02% | −8,644−22.8% | 減碼 |
| Interval Partners, LP | 30,581 | $329.3 萬 | 0.08% | +30,581 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 30,652 | $330.1 萬 | 0.01% | +5,638+22.5% | 加碼 |
| MML Investors Services, LLC | 30,658 | $330.1 萬 | 0.01% | +2,186+7.7% | 加碼 |
| Assetmark, Inc | 30,719 | $330.8 萬 | 0.01% | +30,511+14,668.8% | 加碼 |
| Public Employees Retirement Association of Colorado | 30,755 | $331.2 萬 | 0.01% | 00.0% | 不變 |
| Titleist Asset Management, LLC | 30,997 | $333.8 萬 | 0.38% | −20,602−39.9% | 減碼 |
| Ci Investments Inc. | 31,337 | $337.4 萬 | 0.01% | +7,613+32.1% | 加碼 |
| Executive Wealth Management, LLC | 31,335 | $337.4 萬 | 0.26% | −2,357−7.0% | 減碼 |
| Soltis Investment Advisors LLC | 31,576 | $340.0 萬 | 0.31% | +145+0.5% | 加碼 |
| Consolidated Press International Holdings Ltd | 31,730 | $341.7 萬 | 0.51% | −661−2.0% | 減碼 |
| Y.D. More Investments Ltd | 32,021 | $344.8 萬 | 0.31% | −437−1.3% | 減碼 |
| Janney Montgomery Scott LLC | 32,153 | $346.2 萬 | 0.01% | +5,130+19.0% | 加碼 |
| EFG Asset Management (North America) Corp. | 32,706 | $352.5 萬 | 0.48% | +1,052+3.3% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 32,975 | $355.1 萬 | 0.01% | +3,837+13.2% | 加碼 |
| Fifth Third Wealth Advisors LLC | 33,091 | $356.3 萬 | 0.19% | 00.0% | 不變 |
| Creative Planning | 33,697 | $362.8 萬 | 0.00% | +2,178+6.9% | 加碼 |
| Van Eck Associates Corp | 33,972 | $365.8 萬 | 0.00% | −29,210−46.2% | 減碼 |
| JustInvest LLC | 34,252 | $368.8 萬 | 0.06% | +2,000+6.2% | 加碼 |
| Norden Group LLC | 34,423 | $370.7 萬 | 0.42% | −4,949−12.6% | 減碼 |
| Taylor Frigon Capital Management LLC | 35,441 | $381.6 萬 | 1.93% | −7,280−17.0% | 減碼 |
| Readystate Asset Management LP | 35,679 | $384.2 萬 | 0.16% | −79,321−69.0% | 減碼 |
| US Bancorp | 35,828 | $385.8 萬 | 0.01% | +908+2.6% | 加碼 |
| Private Advisory Group LLC | 36,346 | $391.4 萬 | 0.44% | +2,465+7.3% | 加碼 |
| TownSquare Capital, LLC | 36,802 | $396.3 萬 | 0.04% | −5,118−12.2% | 減碼 |
| Nissay Asset Management Corp | 36,377 | $402.4 萬 | 0.02% | +551+1.5% | 加碼 |
| Robeco Schweiz AG | 38,000 | $409.2 萬 | 0.09% | 00.0% | 不變 |
| Fieldview Capital Management, LLC | 38,492 | $414.5 萬 | 0.64% | +38,492 | 新進 |
| Nomura Holdings Inc | 39,493 | $425.3 萬 | 0.02% | −50,184−56.0% | 減碼 |
| Quantinno Capital Management LP | 39,575 | $426.1 萬 | 0.04% | +9,482+31.5% | 加碼 |
| Toronto Dominion Bank | 39,763 | $428.2 萬 | 0.01% | +2,605+7.0% | 加碼 |
| Nordea Investment Management AB | 39,776 | $430.7 萬 | 0.00% | +261+0.7% | 加碼 |
| Alight Capital Management LP | 40,000 | $430.7 萬 | 1.45% | +40,000 | 新進 |
| Walleye Capital LLC | 40,490 | $436.0 萬 | 0.04% | −87,058−68.3% | 減碼 |
| KBC Group NV | 40,655 | $437.8 萬 | 0.01% | +3,418+9.2% | 加碼 |
| Evercore Wealth Management, LLC | 41,500 | $446.9 萬 | 0.07% | 00.0% | 不變 |
| Nia Impact Advisors, LLC | 41,911 | $451.3 萬 | 1.47% | +2,916+7.5% | 加碼 |
| AIA Group Ltd | 42,954 | $462.5 萬 | 0.11% | +10,075+30.6% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 43,607 | $469.6 萬 | 0.05% | +43,607 | 新進 |
| Oak Ridge Investments LLC | 45,627 | $491.3 萬 | 0.39% | +45,627 | 新進 |
| Ambassador Advisors, LLC | 45,762 | $492.8 萬 | 0.84% | +950+2.1% | 加碼 |
| Stifel Financial Corp | 47,050 | $506.6 萬 | 0.01% | +11,011+30.6% | 加碼 |
| Lyell Wealth Management, LP | 47,558 | $512.1 萬 | 0.46% | +7,291+18.1% | 加碼 |
| Captrust Financial Advisors | 48,228 | $519.3 萬 | 0.01% | +8,401+21.1% | 加碼 |
| CIBC World Markets Inc. | 48,330 | $520.4 萬 | 0.01% | +11,897+32.7% | 加碼 |
| QRG Capital Management, Inc. | 48,381 | $521.0 萬 | 0.05% | −576−1.2% | 減碼 |
| Utah Retirement Systems | 49,562 | $533.7 萬 | 0.06% | 00.0% | 不變 |
| Strategic Planning Group, LLC | 49,641 | $534.5 萬 | 0.98% | +907+1.9% | 加碼 |
| Proem Advisors LLC | 50,000 | $538.4 萬 | 2.46% | +50,000 | 新進 |
| DnB Asset Management AS | 51,393 | $553.4 萬 | 0.02% | +3,824+8.0% | 加碼 |
| Vestor Capital, LLC | 52,033 | $560.3 萬 | 0.43% | +52,033 | 新進 |
| Employees Retirement System of Texas | 52,087 | $560.9 萬 | 0.05% | +6,381+14.0% | 加碼 |
| Rockefeller Capital Management L.P. | 52,371 | $563.9 萬 | 0.01% | −2,798−5.1% | 減碼 |
| Archon Partners LLC | 53,000 | $570.7 萬 | 0.66% | +53,000 | 新進 |
| Slow Capital, Inc. | 53,389 | $574.9 萬 | 0.81% | +787+1.5% | 加碼 |
| USS Investment Management Ltd | 54,221 | $584.4 萬 | 0.04% | −6,209−10.3% | 減碼 |
| Davy Global Fund Management Ltd | 54,769 | $589.8 萬 | 0.70% | −23,976−30.4% | 減碼 |
| IFM Investors Pty Ltd | 55,247 | $594.9 萬 | 0.06% | −4,934−8.2% | 減碼 |
| Xponance, Inc. | 55,406 | $596.6 萬 | 0.05% | +3,210+6.1% | 加碼 |
| DekaBank Deutsche Girozentrale | 55,984 | $609.9 萬 | 0.01% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 57,937 | $623.9 萬 | 0.01% | +10,729+22.7% | 加碼 |
| British Columbia Investment Management Corp | 58,274 | $627.5 萬 | 0.04% | +8,029+16.0% | 加碼 |
| Group One Trading, L.P. | 59,596 | $641.7 萬 | 0.22% | +7,723+14.9% | 加碼 |
| Privium Fund Management B.V. | 60,000 | $646.1 萬 | 1.46% | 00.0% | 不變 |
| Woodline Partners LP | 61,646 | $663.8 萬 | 0.04% | +61,646 | 新進 |