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 |
|---|---|---|---|---|---|
| APG Asset Management N.V. | 179,271 | $1,864 萬 | 0.05% | +162,691+981.2% | 加碼 |
| State of Wisconsin Investment Board | 167,964 | $1,809 萬 | 0.05% | −2,032−1.2% | 減碼 |
| RPG Investment Advisory, LLC | 167,855 | $1,807 萬 | 2.42% | +838+0.5% | 加碼 |
| JPMorgan Chase & Co | 166,611 | $1,794 萬 | 0.00% | −118,597−41.6% | 減碼 |
| 12 West Capital Management LP | 165,000 | $1,777 萬 | 1.86% | 00.0% | 不變 |
| Reynders McVeigh Capital Management, LLC | 158,627 | $1,708 萬 | 0.90% | +6,981+4.6% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 156,448 | $1,685 萬 | 0.03% | +156,448 | 新進 |
| Alberta Investment Management Corp | 153,405 | $1,652 萬 | 0.11% | −51,500−25.1% | 減碼 |
| Bank of Montreal | 145,645 | $1,568 萬 | 0.01% | −127,383−46.7% | 減碼 |
| Royal London Asset Management Ltd | 141,891 | $1,528 萬 | 0.04% | +20,990+17.4% | 加碼 |
| Danske Bank A/S | 141,626 | $1,525 萬 | 0.05% | +27,596+24.2% | 加碼 |
| Citigroup Inc | 141,287 | $1,521 萬 | 0.01% | −71,922−33.7% | 減碼 |
| Parnassus Investments | 137,143 | $1,477 萬 | 0.03% | −1,267−0.9% | 減碼 |
| Kodai Capital Management LP | 136,073 | $1,465 萬 | 0.60% | −30,531−18.3% | 減碼 |
| Verition Fund Management LLC | 135,243 | $1,456 萬 | 0.07% | +111,029+458.5% | 加碼 |
| Treasurer of the State of North Carolina | 131,876 | $1,420 萬 | 0.06% | +830+0.6% | 加碼 |
| Forte Capital LLC | 131,835 | $1,420 萬 | 1.60% | −2,128−1.6% | 減碼 |
| Capital International Ltd | 129,505 | $1,395 萬 | 0.57% | +3,423+2.7% | 加碼 |
| Los Angeles Capital Management LLC | 127,822 | $1,376 萬 | 0.06% | −153,004−54.5% | 減碼 |
| LPL Financial LLC | 122,171 | $1,316 萬 | 0.01% | +3,989+3.4% | 加碼 |
| Cinctive Capital Management LP | 121,891 | $1,313 萬 | 0.71% | +121,891 | 新進 |
| Generate Investment Management Ltd | 120,229 | $1,295 萬 | 0.91% | +120,229 | 新進 |
| Credit Agricole S A | 119,026 | $1,282 萬 | 0.04% | −18,986−13.8% | 減碼 |
| Millennium Management LLC | 117,412 | $1,264 萬 | 0.01% | −179,058−60.4% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 115,400 | $1,243 萬 | 0.08% | +1,900+1.7% | 加碼 |
| Vontobel Holding Ltd. | 113,356 | $1,221 萬 | 0.04% | −149,425−56.9% | 減碼 |
| Storebrand Asset Management AS | 111,830 | $1,204 萬 | 0.04% | +261+0.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 110,832 | $1,193 萬 | 0.05% | 00.0% | 不變 |
| LMR Partners LLP | 110,000 | $1,184 萬 | 0.21% | +110,000 | 新進 |
| KLP Kapitalforvaltning AS | 109,900 | $1,183 萬 | 0.06% | +109,900 | 新進 |
| Picton Mahoney Asset Management | 108,017 | $1,163 萬 | 0.44% | +30,481+39.3% | 加碼 |
| Davis-Rea Ltd. | 107,926 | $1,162 萬 | 5.88% | −44,130−29.0% | 減碼 |
| Capital International Inc | 107,398 | $1,156 萬 | 0.14% | +7,083+7.1% | 加碼 |
| Mariner, LLC | 105,522 | $1,136 萬 | 0.02% | +1,509+1.5% | 加碼 |
| Sandler Capital Management | 104,368 | $1,124 萬 | 1.84% | +104,368 | 新進 |
| Public Employees Retirement System of Ohio | 103,027 | $1,109 萬 | 0.04% | −5,898−5.4% | 減碼 |
| RMB Capital Management, LLC | 101,199 | $1,090 萬 | 0.25% | +6,378+6.7% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 98,002 | $1,055 萬 | 0.02% | +98,002 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 97,424 | $1,054 萬 | 0.11% | −14,566−13.0% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 97,505 | $1,050 萬 | 0.06% | +97,505 | 新進 |
| Baker Chad R | 95,900 | $1,033 萬 | 2.02% | 00.0% | 不變 |
| Resona Asset Management Co.,Ltd. | 95,198 | $1,030 萬 | 0.06% | −3,680−3.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 91,669 | $987.1 萬 | 0.03% | −1,317−1.4% | 減碼 |
| Tiaa Trust, National Association | 90,559 | $975.1 萬 | 0.03% | +90,559 | 新進 |
| Two Sigma Advisers, LP | 90,000 | $969.1 萬 | 0.02% | −826,100−90.2% | 減碼 |
| Berkshire Capital Holdings Inc | 88,570 | $953.7 萬 | 3.45% | +88,560+885,600.0% | 加碼 |
| Arizona State Retirement System | 88,347 | $951.3 萬 | 0.06% | +2,085+2.4% | 加碼 |
| ExodusPoint Capital Management, LP | 86,218 | $928.4 萬 | 0.10% | +86,218 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 83,689 | $901.2 萬 | 0.03% | +1,360+1.7% | 加碼 |
| Nomura Asset Management Co Ltd | 83,680 | $901.1 萬 | 0.03% | 00.0% | 不變 |
| HighTower Advisors, LLC | 82,235 | $885.5 萬 | 0.01% | −1,827−2.2% | 減碼 |
| Erste Asset Management GmbH | 80,950 | $882.6 萬 | 0.11% | 00.0% | 不變 |
| Sentinel Trust Co Lba | 80,718 | $869.2 萬 | 1.00% | 00.0% | 不變 |
| Avalon Global Asset Management LLC | 80,400 | $865.7 萬 | 2.43% | −20,000−19.9% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 79,627 | $857.4 萬 | 0.14% | +79,627 | 新進 |
| Cetera Investment Advisers | 79,203 | $852.9 萬 | 0.02% | +4,518+6.0% | 加碼 |
| Victory Capital Management Inc | 78,885 | $849.4 萬 | 0.01% | −1,251−1.6% | 減碼 |
| TD Asset Management Inc | 78,576 | $846.1 萬 | 0.01% | +5,223+7.1% | 加碼 |
| Principal Financial Group Inc | 76,485 | $823.6 萬 | 0.00% | −5,772−7.0% | 減碼 |
| Truist Financial Corp | 72,040 | $775.7 萬 | 0.01% | +46,948+187.1% | 加碼 |
| Atika Capital Management LLC | 71,800 | $773.1 萬 | 1.00% | −15,200−17.5% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 71,128 | $765.9 萬 | 0.08% | 00.0% | 不變 |
| Maytus Capital Management, LLC | 70,000 | $753.8 萬 | 2.63% | +10,000+16.7% | 加碼 |
| Man Group plc | 69,968 | $753.4 萬 | 0.02% | −293,640−80.8% | 減碼 |
| Exchange Traded Concepts, LLC | 69,742 | $751.0 萬 | 0.15% | −21,030−23.2% | 減碼 |
| Square Peg Capital Pty Ltd | 67,008 | $721.5 萬 | 6.62% | +67,008 | 新進 |
| Candriam Luxembourg S.C.A. | 65,633 | $706.7 萬 | 0.04% | −7,997−10.9% | 減碼 |
| Standard Life Aberdeen plc | 64,152 | $699.4 萬 | 0.01% | −12,618−16.4% | 減碼 |
| Robocap Asset Management Ltd | 64,082 | $690.0 萬 | 4.62% | +64,082 | 新進 |
| Forsta Ap-Fonden | 63,300 | $681.6 萬 | 0.05% | −1,100−1.7% | 減碼 |
| LGT Group Foundation | 61,745 | $664.9 萬 | 0.10% | +19,952+47.7% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 60,968 | $664.7 萬 | 0.03% | +516+0.9% | 加碼 |
| Woodline Partners LP | 61,646 | $663.8 萬 | 0.04% | +61,646 | 新進 |
| Privium Fund Management B.V. | 60,000 | $646.1 萬 | 1.46% | 00.0% | 不變 |
| Group One Trading, L.P. | 59,596 | $641.7 萬 | 0.22% | +7,723+14.9% | 加碼 |
| British Columbia Investment Management Corp | 58,274 | $627.5 萬 | 0.04% | +8,029+16.0% | 加碼 |
| Commonwealth Equity Services, LLC | 57,937 | $623.9 萬 | 0.01% | +10,729+22.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 55,984 | $609.9 萬 | 0.01% | 00.0% | 不變 |
| Xponance, Inc. | 55,406 | $596.6 萬 | 0.05% | +3,210+6.1% | 加碼 |
| IFM Investors Pty Ltd | 55,247 | $594.9 萬 | 0.06% | −4,934−8.2% | 減碼 |
| Davy Global Fund Management Ltd | 54,769 | $589.8 萬 | 0.70% | −23,976−30.4% | 減碼 |
| USS Investment Management Ltd | 54,221 | $584.4 萬 | 0.04% | −6,209−10.3% | 減碼 |
| Slow Capital, Inc. | 53,389 | $574.9 萬 | 0.81% | +787+1.5% | 加碼 |
| Archon Partners LLC | 53,000 | $570.7 萬 | 0.66% | +53,000 | 新進 |
| Rockefeller Capital Management L.P. | 52,371 | $563.9 萬 | 0.01% | −2,798−5.1% | 減碼 |
| Employees Retirement System of Texas | 52,087 | $560.9 萬 | 0.05% | +6,381+14.0% | 加碼 |
| Vestor Capital, LLC | 52,033 | $560.3 萬 | 0.43% | +52,033 | 新進 |
| DnB Asset Management AS | 51,393 | $553.4 萬 | 0.02% | +3,824+8.0% | 加碼 |
| Proem Advisors LLC | 50,000 | $538.4 萬 | 2.46% | +50,000 | 新進 |
| Strategic Planning Group, LLC | 49,641 | $534.5 萬 | 0.98% | +907+1.9% | 加碼 |
| Utah Retirement Systems | 49,562 | $533.7 萬 | 0.06% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 48,381 | $521.0 萬 | 0.05% | −576−1.2% | 減碼 |
| CIBC World Markets Inc. | 48,330 | $520.4 萬 | 0.01% | +11,897+32.7% | 加碼 |
| Captrust Financial Advisors | 48,228 | $519.3 萬 | 0.01% | +8,401+21.1% | 加碼 |
| Lyell Wealth Management, LP | 47,558 | $512.1 萬 | 0.46% | +7,291+18.1% | 加碼 |
| Stifel Financial Corp | 47,050 | $506.6 萬 | 0.01% | +11,011+30.6% | 加碼 |
| Ambassador Advisors, LLC | 45,762 | $492.8 萬 | 0.84% | +950+2.1% | 加碼 |
| Oak Ridge Investments LLC | 45,627 | $491.3 萬 | 0.39% | +45,627 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 43,607 | $469.6 萬 | 0.05% | +43,607 | 新進 |
| AIA Group Ltd | 42,954 | $462.5 萬 | 0.11% | +10,075+30.6% | 加碼 |