NET
Cloudflare, Inc. · Technology · Software - Infrastructure
动量输入（同类管理人）：
持有人广度 +12.5% ·
股份流向 -7.1% ·
净新建仓位 +11.1%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2025
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 173 | +10 | 255.82M | $56.20B | +15 | −6 |
| Q1 2026 | 167 | -4 | 226.33M | $46.60B | +6 | −11 |
| Q4 2025 | 170 | 0 | 247.60M | $48.54B | +2 | −1 |
| Q3 2025 | 23 | +1 | 192.15M | $41.23B | +2 | −2 |
| Q2 2025 | 20 | -1 | 155.18M | $30.39B | +1 | −2 |
| Q1 2025 | 18 | +2 | 81.48M | $9.18B | +2 | — |
| Q4 2024 | 16 | -1 | 87.68M | $9.44B | +1 | −2 |
| Q3 2024 | 16 | +1 | 81.62M | $6.60B | +1 | — |
| Q2 2024 | 15 | — | 78.50M | $6.50B | — | — |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 34.57M | -2.4% | $3.90B | 0.6% | ▼ Trim | 4 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 27.43M | -14.0% | $3.09B | 2.7% | ▼ Trim | 4 | SEC ↗ ×4 |
| 3 | State Street Global Advisors ✦ (被动) | 6.56M | +0.8% | $739.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Geode Capital Management ✦ (被动) | 5.27M | +7.4% | $592.10M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Norges Bank ✦ (被动) | 2.26M | -2.7% | $254.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 1.38M | +325.4% | $155.96M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 935.92K | +18.9% | $105.47M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 8 | Arrowstreet Capital ✦ | 794.46K | +242.2% | $89.53M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Marshall Wace ✦ | 583.56K | -64.3% | $65.76M | 0.1% | ▼ Trim | 4 | SEC ↗ ×2 |
| 10 | Citadel Advisors ✦ | 466.14K | -70.5% | $52.53M | 0.1% | ▼ Trim | 4 | SEC ↗ ×2 |
| 11 | Millennium Management ✦ | 335.94K | +186.1% | $37.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 342.82K | +65.5% | $37.34M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 13 | Point72 Asset Management ✦ | 281.48K | -80.0% | $31.72M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | ARK Investment Management ✦ | 219.14K | -37.4% | $24.69M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 23.97K | +245.6% | $2.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Soros Fund Management ✦ | 22.95K | 新增 | $2.59M | 0.1% | New | 1 | SEC ↗ |
| 17 | Wellington Management ✦ | 8.38K | +41.4% | $944,567 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 18 | D. E. Shaw & Co. ✦ | 5.45K | 新增 | $613,597 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Soros Fund Management | $2.59M | 0.1% |
| D. E. Shaw & Co. | $613,597 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 1 持有人, 17.10K 股份, $3,528 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Officer, Director · 2.16K 股 · $759,730
Officer, Director · 5.69K 股 · $1.97M
Officer, Director · 9.02K 股 · $3.13M
Officer, Director · 3.90K 股 · $1.36M
Officer, Director · 4.24K 股 · $1.49M
Officer, Director · 7.69K 股 · $2.68M
Officer, Director · 297 股 · $104,617
Officer, Director · 6.18K 股 · $2.26M
Officer, Director · 4.26K 股 · $1.55M
Officer, Director · 752 股 · $277,742
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论