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证券记录 · 已归档季度

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Cloudflare, Inc. · Technology · Software - Infrastructure

285.38 +2.8% 市值 $101.29B 报价延迟(FMP) · 截至 Aug 26 15:08 UTC — 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
23被追踪持有人
+1Δ持有人
192.15M持有股份
$41.23B报告持仓市值
+2新建仓位
−2清仓
Stable 确信度评分 49/100 2 被追踪股份持续上升的季度数 ●●○○○○ 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 +4.5% · 股份流向 -1.5% · 净新建仓位 0.0%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 Q3 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
持有人数量
持有人 · Q3 2025
#管理人股份Δ股份价值其权重持有
1 Capital World Investors 40.52M -0.7% $8.69B 1.2% ▼ Trim 6 SEC ↗
2 The Vanguard Group (被动) 32.32M +2.6% $6.93B 0.1% ▲ Add 2 SEC ↗
3 The Vanguard Group (被动) 32.32M +2.6% $6.93B 0.1% ▲ Add 2 SEC ↗
4 The Vanguard Group (被动) 32.32M +2.6% $6.93B 0.1% ▲ Add 2 SEC ↗
5 The Vanguard Group (被动) 32.32M +2.6% $6.93B 0.1% ▲ Add 2 SEC ↗
6 The Vanguard Group (被动) 32.32M +2.6% $6.93B 0.1% ▲ Add 2 SEC ↗
7 BlackRock (被动) 22.63M +5.5% $4.86B 0.1% ▲ Add 2 SEC ↗
8 BlackRock (被动) 22.63M +5.5% $4.86B 0.1% ▲ Add 2 SEC ↗
9 BlackRock (被动) 22.63M +5.5% $4.86B 0.1% ▲ Add 2 SEC ↗
10 BlackRock (被动) 22.63M +5.5% $4.86B 0.1% ▲ Add 2 SEC ↗
11 BlackRock (被动) 22.63M +5.5% $4.86B 0.1% ▲ Add 2 SEC ↗
12 BlackRock (被动) 22.63M +5.5% $4.86B 0.1% ▲ Add 2 SEC ↗
13 BlackRock (被动) 22.63M +5.5% $4.86B 0.1% ▲ Add 2 SEC ↗
14 BlackRock (被动) 22.63M +5.5% $4.86B 0.1% ▲ Add 2 SEC ↗
15 BlackRock (被动) 22.63M +5.5% $4.86B 0.1% ▲ Add 2 SEC ↗
16 BlackRock (被动) 22.63M +5.5% $4.86B 0.1% ▲ Add 2 SEC ↗
17 BlackRock (被动) 22.63M +5.5% $4.86B 0.1% ▲ Add 2 SEC ↗
18 BlackRock (被动) 22.63M +5.5% $4.86B 0.1% ▲ Add 2 SEC ↗
19 BlackRock (被动) 22.63M +5.5% $4.86B 0.1% ▲ Add 2 SEC ↗
20 BlackRock (被动) 22.63M +5.5% $4.86B 0.1% ▲ Add 2 SEC ↗
21 BlackRock (被动) 22.63M +5.5% $4.86B 0.1% ▲ Add 2 SEC ↗
22 BlackRock (被动) 22.63M +5.5% $4.86B 0.1% ▲ Add 2 SEC ↗
23 BlackRock (被动) 22.63M +5.5% $4.86B 0.1% ▲ Add 2 SEC ↗
24 BlackRock (被动) 22.63M +5.5% $4.86B 0.1% ▲ Add 2 SEC ↗
25 BlackRock (被动) 22.63M +5.5% $4.86B 0.1% ▲ Add 2 SEC ↗
26 BlackRock (被动) 22.63M +5.5% $4.86B 0.1% ▲ Add 2 SEC ↗
27 BlackRock (被动) 22.63M +5.5% $4.86B 0.1% ▲ Add 2 SEC ↗
28 Baillie Gifford 21.85M -14.4% $4.69B 3.5% ▼ Trim 6 SEC ↗
29 Baillie Gifford 21.85M -14.4% $4.69B 3.5% ▼ Trim 6 SEC ↗
30 Baillie Gifford 21.85M -14.4% $4.69B 3.5% ▼ Trim 6 SEC ↗
31 Baillie Gifford 21.85M -14.4% $4.69B 3.5% ▼ Trim 6 SEC ↗
32 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
33 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
34 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
35 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
36 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
37 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
38 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
39 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
40 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
41 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
42 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
43 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
44 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
45 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
46 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
47 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
48 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
49 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
50 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
51 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
52 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
53 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
54 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
55 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
56 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
57 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
58 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
59 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
60 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
61 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
62 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
63 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
64 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
65 JPMorgan Chase 21.12M $4.53B 0.1% n/c 1 SEC ↗
66 Morgan Stanley 19.01M $4.08B 0.2% n/c 1 SEC ↗
67 Morgan Stanley 19.01M $4.08B 0.2% n/c 1 SEC ↗
68 Morgan Stanley 19.01M $4.08B 0.2% n/c 1 SEC ↗
69 Morgan Stanley 19.01M $4.08B 0.2% n/c 1 SEC ↗
70 Morgan Stanley 19.01M $4.08B 0.2% n/c 1 SEC ↗
71 Morgan Stanley 19.01M $4.08B 0.2% n/c 1 SEC ↗
72 Morgan Stanley 19.01M $4.08B 0.2% n/c 1 SEC ↗
73 Morgan Stanley 19.01M $4.08B 0.2% n/c 1 SEC ↗
74 Morgan Stanley 19.01M $4.08B 0.2% n/c 1 SEC ↗
75 Morgan Stanley 19.01M $4.08B 0.2% n/c 1 SEC ↗
76 Morgan Stanley 19.01M $4.08B 0.2% n/c 1 SEC ↗
77 Morgan Stanley 19.01M $4.08B 0.2% n/c 1 SEC ↗
78 Morgan Stanley 19.01M $4.08B 0.2% n/c 1 SEC ↗
79 Morgan Stanley 19.01M $4.08B 0.2% n/c 1 SEC ↗
80 Morgan Stanley 19.01M $4.08B 0.2% n/c 1 SEC ↗
81 Morgan Stanley 19.01M $4.08B 0.2% n/c 1 SEC ↗
82 Fidelity (FMR) 13.25M -7.4% $2.84B 0.1% ▼ Trim 2 SEC ↗
83 Fidelity (FMR) 13.25M -7.4% $2.84B 0.1% ▼ Trim 2 SEC ↗
84 Fidelity (FMR) 13.25M -7.4% $2.84B 0.1% ▼ Trim 2 SEC ↗
85 Fidelity (FMR) 13.25M -7.4% $2.84B 0.1% ▼ Trim 2 SEC ↗
86 Fidelity (FMR) 13.25M -7.4% $2.84B 0.1% ▼ Trim 2 SEC ↗
87 Fidelity (FMR) 13.25M -7.4% $2.84B 0.1% ▼ Trim 2 SEC ↗
88 Fidelity (FMR) 13.25M -7.4% $2.84B 0.1% ▼ Trim 2 SEC ↗
89 State Street Global Advisors (被动) 6.81M +3.1% $1.46B 0.1% ▲ Add 4 SEC ↗
90 Geode Capital Management (被动) 5.78M +4.3% $1.24B 0.1% ▲ Add 6 SEC ↗
91 Geode Capital Management (被动) 5.78M +4.3% $1.24B 0.1% ▲ Add 6 SEC ↗
92 Goldman Sachs Group 2.43M $521.23M 0.1% n/c 1 SEC ↗
93 Goldman Sachs Group 2.43M $521.23M 0.1% n/c 1 SEC ↗
94 Goldman Sachs Group 2.43M $521.23M 0.1% n/c 1 SEC ↗
95 Goldman Sachs Group 2.43M $521.23M 0.1% n/c 1 SEC ↗
96 Goldman Sachs Group 2.43M $521.23M 0.1% n/c 1 SEC ↗
97 Goldman Sachs Group 2.43M $521.23M 0.1% n/c 1 SEC ↗
98 T. Rowe Price 1.36M +15.3% $290.88M 0.0% ▲ Add 6 SEC ↗
99 T. Rowe Price 1.36M +15.3% $290.88M 0.0% ▲ Add 6 SEC ↗
100 Wellington Management 1.26M -0.6% $269.47M 0.0% ▼ Trim 6 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

本季度无新增被追踪买入方。

已清仓

Norges Bank $541.46M 曾为 0.1%
D. E. Shaw & Co. $48.51M 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。

内部人交易

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

受益所有权
Jul 24 SC 13G/A — BAILLIE GIFFORD & CO

查看 SEC 原始申报文件 ↗

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: Q3 2025 · 方法论 · 通过API获取此数据