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Cloudflare, Inc. · Technology · Software - Infrastructure
Données momentum (gérants comparables) :
étendue des détenteurs -4.8% ·
flux d'actions +4.3% ·
nouvelles positions nettes -5.0%
— formule
Accumulation concentrée — hausse des parts chez un moins grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 175 | +10 | 257.54M | $56.63B | +15 | −4 |
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 40.81M | +18.1% | $7.99B | 1.2% | ▲ Add | 5 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passif) | 31.50M | — | $6.17B | 0.1% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passif) | 31.50M | — | $6.17B | 0.1% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passif) | 31.50M | — | $6.17B | 0.1% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passif) | 31.50M | — | $6.17B | 0.1% | n/c | 1 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passif) | 31.50M | — | $6.17B | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Baillie Gifford ✦ | 25.53M | -6.9% | $5.00B | 3.7% | ▼ Trim | 5 | SEC ↗ |
| 8 | Baillie Gifford ✦ | 25.53M | -6.9% | $5.00B | 3.7% | ▼ Trim | 5 | SEC ↗ |
| 9 | Baillie Gifford ✦ | 25.53M | -6.9% | $5.00B | 3.7% | ▼ Trim | 5 | SEC ↗ |
| 10 | Baillie Gifford ✦ | 25.53M | -6.9% | $5.00B | 3.7% | ▼ Trim | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passif) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passif) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passif) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (passif) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passif) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passif) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passif) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (passif) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 28 | BlackRock ✦ (passif) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 29 | BlackRock ✦ (passif) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 30 | BlackRock ✦ (passif) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 31 | BlackRock ✦ (passif) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 14.31M | — | $2.80B | 0.2% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 14.31M | — | $2.80B | 0.2% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 14.31M | — | $2.80B | 0.2% | n/c | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 14.31M | — | $2.80B | 0.2% | n/c | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 14.31M | — | $2.80B | 0.2% | n/c | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 14.31M | — | $2.80B | 0.2% | n/c | 1 | SEC ↗ |
| 38 | State Street Global Advisors ✦ (passif) | 6.61M | +0.7% | $1.29B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Geode Capital Management ✦ (passif) | 5.54M | +5.1% | $1.08B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 40 | Geode Capital Management ✦ (passif) | 5.54M | +5.1% | $1.08B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 41 | Norges Bank ✦ (passif) | 2.76M | +22.6% | $541.46M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 42 | Two Sigma Investments ✦ | 1.36M | -1.5% | $266.96M | 0.5% | ▼ Trim | 5 | SEC ↗ |
| 43 | Wellington Management ✦ | 1.26M | +14966.0% | $247.30M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | Wellington Management ✦ | 1.26M | +14966.0% | $247.30M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 45 | T. Rowe Price ✦ | 1.18M | +25.6% | $230.18M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | T. Rowe Price ✦ | 1.18M | +25.6% | $230.18M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 47 | Arrowstreet Capital ✦ | 846.44K | +6.5% | $165.76M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 48 | Citadel Advisors ✦ | 560.01K | +20.1% | $109.67M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 461.05K | +34.5% | $89.95M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 461.05K | +34.5% | $89.95M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 461.05K | +34.5% | $89.95M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 461.05K | +34.5% | $89.95M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 461.05K | +34.5% | $89.95M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 461.05K | +34.5% | $89.95M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 55 | Marshall Wace ✦ | 433.05K | -25.8% | $84.80M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 56 | Marshall Wace ✦ | 433.05K | -25.8% | $84.80M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 57 | Marshall Wace ✦ | 433.05K | -25.8% | $84.80M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 58 | Marshall Wace ✦ | 433.05K | -25.8% | $84.80M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 59 | D. E. Shaw & Co. ✦ | 247.73K | +4449.6% | $48.51M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 60 | ARK Investment Management ✦ | 204.31K | -6.8% | $40.01M | 0.3% | ▼ Trim | 5 | SEC ↗ |
| 61 | Renaissance Technologies ✦ | 54.60K | Nouveau | $10.69M | 0.0% | New | 1 | SEC ↗ |
| 62 | Gotham Asset Management ✦ | 51.37K | +114.3% | $10.06M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 63 | Millennium Management ✦ | 28.04K | -91.7% | $5.49M | 0.0% | ▼ Trim | 5 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Renaissance Technologies | $10.69M | 0.0% |
Sorti(e)
| Point72 Asset Management | $31.72M | était 0.1% |
| Soros Fund Management | $2.59M | était 0.1% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 1 détenteurs, 17.10K actions, $3,528 déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Aucun achat d'initié sur le marché libre dans notre fenêtre de couverture.
Ventes sur le marché libre (S)
Officer, Director · 5.62K act. · $1.57M
Officer, Director · 90 act. · $25,318
Officer, Director · 2.21K act. · $605,485
Officer, Director · 5.26K act. · $1.47M
Officer, Director · 8.99K act. · $2.48M
Officer, Director · 4.24K act. · $1.17M
Officer, Director · 956 act. · $268,080
Officer, Director · 5.64K act. · $1.57M
Officer, Director · 8.65K act. · $2.46M
Officer, Director · 7.01K act. · $1.98M
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie