证券记录 · 已归档季度
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Cloudflare, Inc. · Technology · Software - Infrastructure
20被追踪持有人
-1Δ持有人
155.18M持有股份
$30.39B报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -4.8% ·
股份流向 +4.3% ·
净新建仓位 -5.0%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q2 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 40.81M | +18.1% | $7.99B | 1.2% | ▲ Add | 5 | SEC ↗ |
| 2 | The Vanguard Group ✦ (被动) | 31.50M | — | $6.17B | 0.1% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (被动) | 31.50M | — | $6.17B | 0.1% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (被动) | 31.50M | — | $6.17B | 0.1% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (被动) | 31.50M | — | $6.17B | 0.1% | n/c | 1 | SEC ↗ |
| 6 | The Vanguard Group ✦ (被动) | 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 ✦ (被动) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (被动) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (被动) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (被动) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (被动) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (被动) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (被动) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (被动) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (被动) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (被动) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (被动) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (被动) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (被动) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (被动) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (被动) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (被动) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (被动) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 28 | BlackRock ✦ (被动) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 29 | BlackRock ✦ (被动) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 30 | BlackRock ✦ (被动) | 21.44M | — | $4.20B | 0.1% | n/c | 1 | SEC ↗ |
| 31 | BlackRock ✦ (被动) | 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 ✦ (被动) | 6.61M | +0.7% | $1.29B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Geode Capital Management ✦ (被动) | 5.54M | +5.1% | $1.08B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 40 | Geode Capital Management ✦ (被动) | 5.54M | +5.1% | $1.08B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 41 | Norges Bank ✦ (被动) | 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 | 新增 | $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 ↗ |
"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
| Renaissance Technologies | $10.69M | 0.0% |
已清仓
| Point72 Asset Management | $31.72M | 曾为 0.1% |
| Soros Fund Management | $2.59M | 曾为 0.1% |
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。
常见共同持仓
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)
Aug 21
Zatlyn Michelle
Officer, Director · 5.62K 股 · $1.57M
Aug 21
Zatlyn Michelle
Officer, Director · 90 股 · $25,318
Aug 21
Zatlyn Michelle
Officer, Director · 2.21K 股 · $605,485
Aug 21
Zatlyn Michelle
Officer, Director · 5.26K 股 · $1.47M
Aug 21
Zatlyn Michelle
Officer, Director · 8.99K 股 · $2.48M
Aug 21
Zatlyn Michelle
Officer, Director · 4.24K 股 · $1.17M
Aug 21
Zatlyn Michelle
Officer, Director · 956 股 · $268,080
Aug 21
Zatlyn Michelle
Officer, Director · 5.64K 股 · $1.57M
Aug 20
Zatlyn Michelle
Officer, Director · 8.65K 股 · $2.46M
Aug 20
Zatlyn Michelle
Officer, Director · 7.01K 股 · $1.98M
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
Jul 24
SC 13G/A — BAILLIE GIFFORD & CO
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2025 ·
方法论 ·
通过API获取此数据