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 |
|---|---|---|---|---|---|
| LJI Wealth Management, LLC | 7,100 | $76.5 萬 | 0.15% | −100−1.4% | 減碼 |
| Meridian Wealth Management, LLC | 7,017 | $75.6 萬 | 0.04% | −181−2.5% | 減碼 |
| Change Path, LLC | 6,982 | $75.2 萬 | 0.02% | +58+0.8% | 加碼 |
| Joel Isaacson & Co., LLC | 6,949 | $74.8 萬 | 0.03% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 6,937 | $74.7 萬 | 0.01% | +170+2.5% | 加碼 |
| Peapack Gladstone Financial Corp | 6,920 | $74.5 萬 | 0.01% | −10−0.1% | 減碼 |
| Van Hulzen Asset Management, LLC | 6,795 | $73.2 萬 | 0.05% | +400+6.3% | 加碼 |
| Thoma Capital Management LLC | 6,690 | $72.0 萬 | 0.49% | +6,690 | 新進 |
| LVW Advisors, LLC | 6,668 | $71.8 萬 | 0.09% | +839+14.4% | 加碼 |
| Guggenheim Capital LLC | 6,586 | $70.9 萬 | 0.01% | −1,372−17.2% | 減碼 |
| Stratos Wealth Partners, LTD. | 6,583 | $70.9 萬 | 0.01% | +77+1.2% | 加碼 |
| Newbridge Financial Services Group, Inc. | 6,560 | $70.6 萬 | 0.18% | −200−3.0% | 減碼 |
| Clare Market Investments LLC | 6,515 | $70.2 萬 | 0.17% | +6,515 | 新進 |
| Altrafin AG | 6,500 | $70.0 萬 | 0.24% | +6,500 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 6,308 | $67.9 萬 | 0.03% | +1,390+28.3% | 加碼 |
| Aigen Investment Management, LP | 6,260 | $67.4 萬 | 0.12% | +1,798+40.3% | 加碼 |
| Putney Financial Group LLC | 6,162 | $66.4 萬 | 0.59% | +6,162 | 新進 |
| Leonteq Securities AG | 6,149 | $66.2 萬 | 0.07% | −5,370−46.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 6,076 | $65.4 萬 | 0.00% | +655+12.1% | 加碼 |
| National Asset Management, Inc. | 6,069 | $65.4 萬 | 0.02% | −581−8.7% | 減碼 |
| Capital Market Strategies LLC | 6,011 | $64.7 萬 | 0.37% | +6,011 | 新進 |
| Prime Capital Investment Advisors, LLC | 6,006 | $64.7 萬 | 0.01% | −702−10.5% | 減碼 |
| Greycroft LP | 6,000 | $64.6 萬 | 0.57% | 00.0% | 不變 |
| Wellington Management Group LLP | 5,930 | $63.9 萬 | 0.00% | +1,896+47.0% | 加碼 |
| Vestcor Inc | 5,884 | $63.4 萬 | 0.02% | −6−0.1% | 減碼 |
| Archer Investment Corp | 5,870 | $63.2 萬 | 0.17% | 00.0% | 不變 |
| GraniteShares Advisors LLC | 5,816 | $62.6 萬 | 0.40% | −2,005−25.6% | 減碼 |
| UniSuper Management Pty Ltd | 5,800 | $62.5 萬 | 0.00% | −1,200−17.1% | 減碼 |
| Qtron Investments LLC | 5,758 | $62.0 萬 | 0.09% | +5,758 | 新進 |
| Moloney Securities Asset Management, LLC | 5,725 | $61.6 萬 | 0.08% | −2,487−30.3% | 減碼 |
| Prudential PLC | 5,612 | $60.4 萬 | 0.00% | 00.0% | 不變 |
| Rathbone Brothers plc | 5,601 | $60.3 萬 | 0.00% | +1,065+23.5% | 加碼 |
| Corebridge Financial, Inc. | 5,530 | $59.5 萬 | 0.00% | −229−4.0% | 減碼 |
| Flow Traders U.S. LLC | 5,497 | $59.2 萬 | 0.02% | +5,497 | 新進 |
| Graham Capital Management, L.P. | 5,419 | $58.4 萬 | 0.02% | −42,947−88.8% | 減碼 |
| CIBC Private Wealth Group, LLC | 5,032 | $58.2 萬 | 0.00% | +155+3.2% | 加碼 |
| Driehaus Capital Management LLC | 5,367 | $57.8 萬 | 0.00% | −3,155−37.0% | 減碼 |
| Proequities, Inc. | 4,694 | $57.8 萬 | 0.03% | −292−5.9% | 減碼 |
| Moore Capital Management, LP | 5,244 | $56.5 萬 | 0.01% | +5,244 | 新進 |
| Emerald Advisers, LLC | 5,209 | $56.1 萬 | 0.02% | +1,343+34.7% | 加碼 |
| Highland Capital Management, LLC | 5,200 | $56.0 萬 | 0.03% | −14,935−74.2% | 減碼 |
| Wolverine Asset Management LLC | 5,190 | $55.9 萬 | 0.01% | +5,190 | 新進 |
| Freestone Capital Holdings, LLC | 5,165 | $55.6 萬 | 0.02% | −2,769−34.9% | 減碼 |
| Moneta Group Investment Advisors LLC | 5,119 | $55.1 萬 | 0.01% | +3+0.1% | 加碼 |
| Motley Fool Asset Management LLC | 5,055 | $54.4 萬 | 0.03% | +369+7.9% | 加碼 |
| Jones Financial Companies LLLP | 5,024 | $54.1 萬 | 0.00% | +3,126+164.7% | 加碼 |
| HighPoint Advisor Group LLC | 3,121 | $53.9 萬 | 0.03% | −5−0.2% | 減碼 |
| Empowered Funds, LLC | 4,960 | $53.4 萬 | 0.01% | +582+13.3% | 加碼 |
| Everhart Financial Group, Inc. | 4,935 | $53.1 萬 | 0.11% | +219+4.6% | 加碼 |
| Blair William & Co | 4,899 | $52.8 萬 | 0.00% | −27,562−84.9% | 減碼 |
| Ofi Invest Asset Management | 5,048 | $52.5 萬 | 0.01% | +5,048 | 新進 |
| Sterling Capital Management LLC | 4,838 | $52.1 萬 | 0.01% | −620−11.4% | 減碼 |
| RSM US Wealth Management LLC | 4,766 | $51.9 萬 | 0.01% | +137+3.0% | 加碼 |
| Assenagon Asset Management S.A. | 4,781 | $51.5 萬 | 0.00% | +1,326+38.4% | 加碼 |
| Independence Bank of Kentucky | 4,735 | $51.0 萬 | 0.08% | −425−8.2% | 減碼 |
| Plato Investment Management Ltd | 4,690 | $50.7 萬 | 0.04% | −3,847−45.1% | 減碼 |
| Cravens & Co Advisors, LLC | 4,706 | $50.7 萬 | 0.39% | −88−1.8% | 減碼 |
| Mission Wealth Management, LP | 4,658 | $50.2 萬 | 0.01% | −134−2.8% | 減碼 |
| BNP Paribas | 4,580 | $49.3 萬 | 0.02% | +4,580 | 新進 |
| Ellevest, Inc. | 4,538 | $48.9 萬 | 0.03% | +102+2.3% | 加碼 |
| Daymark Wealth Partners, LLC | 4,535 | $48.8 萬 | 0.02% | +257+6.0% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 4,492 | $48.4 萬 | 0.02% | +670+17.5% | 加碼 |
| Ocean Capital Management, LLC | 4,368 | $47.0 萬 | 0.10% | +4,368 | 新進 |
| Capstone Investment Advisors, LLC | 4,353 | $46.9 萬 | 0.00% | +4,353 | 新進 |
| Davis Capital Management | 4,350 | $46.8 萬 | 0.38% | −50−1.1% | 減碼 |
| Abn Amro Investment Solutions | 4,248 | $45.7 萬 | 0.01% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 4,237 | $45.6 萬 | 0.01% | +1,557+58.1% | 加碼 |
| Bleakley Financial Group, LLC | 4,199 | $45.2 萬 | 0.01% | +579+16.0% | 加碼 |
| Souders Financial Advisors | 4,182 | $45.0 萬 | 0.06% | −836−16.7% | 減碼 |
| Metis Global Partners, LLC | 4,179 | $45.0 萬 | 0.01% | +393+10.4% | 加碼 |
| Menard Financial Group LLC | 4,167 | $44.9 萬 | 0.27% | +4,167 | 新進 |
| Vestmark Advisory Solutions, Inc. | 4,152 | $44.7 萬 | 0.02% | +4,152 | 新進 |
| Miller Financial Services LLC | 4,133 | $44.5 萬 | 0.38% | +4,133 | 新進 |
| Engineers Gate Manager LP | 4,131 | $44.5 萬 | 0.01% | −24,387−85.5% | 減碼 |
| ASB Consultores, LLC | 4,091 | $44.1 萬 | 0.18% | 00.0% | 不變 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,070 | $43.8 萬 | 0.14% | −4,805−54.1% | 減碼 |
| Wedmont Private Capital | 3,882 | $43.7 萬 | 0.02% | +85+2.2% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 4,050 | $43.6 萬 | 0.02% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 3,989 | $43.0 萬 | 0.01% | 00.0% | 不變 |
| Voleon Capital Management LP | 3,976 | $42.8 萬 | 0.03% | +3,976 | 新進 |
| Advisory Services Network, LLC | 3,946 | $42.5 萬 | 0.01% | +3,946 | 新進 |
| Brighton Jones LLC | 3,941 | $42.4 萬 | 0.01% | +8+0.2% | 加碼 |
| Yousif Capital Management, LLC | 3,871 | $41.7 萬 | 0.00% | +14+0.4% | 加碼 |
| Vise Technologies, Inc. | 3,870 | $41.7 萬 | 0.03% | +3,870 | 新進 |
| Oppenheimer Asset Management Inc. | 3,867 | $41.6 萬 | 0.01% | +3,867 | 新進 |
| Aspiriant, LLC | 3,835 | $41.3 萬 | 0.01% | −3,076−44.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 3,721 | $40.1 萬 | 0.02% | +468+14.4% | 加碼 |
| Stock Yards Bank & Trust Co | 3,719 | $40.0 萬 | 0.01% | 00.0% | 不變 |
| Independent Solutions Wealth Management, LLC | 3,682 | $39.6 萬 | 0.09% | −15−0.4% | 減碼 |
| Sequoia Financial Advisors, LLC | 3,649 | $39.3 萬 | 0.00% | +850+30.4% | 加碼 |
| Terry L. Blaker | 3,648 | $39.3 萬 | 0.02% | 00.0% | 不變 |
| Palumbo Wealth Management LLC | 3,647 | $39.3 萬 | 0.15% | +988+37.2% | 加碼 |
| Ieq Capital, LLC | 3,646 | $39.3 萬 | 0.00% | −9,321−71.9% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,610 | $38.9 萬 | 0.00% | +2,609+260.6% | 加碼 |
| Harvest Investment Services, LLC | 3,595 | $38.7 萬 | 0.09% | +3,595 | 新進 |
| Raiffeisen Bank International AG | 3,534 | $38.6 萬 | 0.01% | +3,534 | 新進 |
| Wealth Management Partners, LLC | 3,549 | $38.2 萬 | 0.16% | +114+3.3% | 加碼 |
| Susquehanna International Group, LLP | 3,546 | $38.2 萬 | 0.00% | −24,982−87.6% | 減碼 |
| Synergy Financial Group, LTD | 3,545 | $38.2 萬 | 0.32% | −328−8.5% | 減碼 |
| Impact Asset Management GmbH | 3,527 | $38.0 萬 | 0.15% | 00.0% | 不變 |