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Cloudflare, Inc. · Technology · Software - Infrastructure
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
| 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 | — | — |
| # | 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 ↗ ×5 |
| 3 | BlackRock ✦ (被动) | 22.63M | +5.5% | $4.86B | 0.1% | ▲ Add | 2 | SEC ↗ ×21 |
| 4 | Baillie Gifford ✦ | 21.85M | -14.4% | $4.69B | 3.5% | ▼ Trim | 6 | SEC ↗ ×4 |
| 5 | JPMorgan Chase ✦ | 21.12M | — | $4.53B | 0.1% | n/c | 1 | SEC ↗ ×34 |
| 6 | Morgan Stanley ✦ | 19.01M | — | $4.08B | 0.2% | n/c | 1 | SEC ↗ ×16 |
| 7 | Fidelity (FMR) ✦ | 13.25M | -7.4% | $2.84B | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 8 | State Street Global Advisors ✦ (被动) | 6.81M | +3.1% | $1.46B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 9 | Geode Capital Management ✦ (被动) | 5.78M | +4.3% | $1.24B | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 10 | Goldman Sachs Group ✦ | 2.43M | — | $521.23M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 11 | T. Rowe Price ✦ | 1.36M | +15.3% | $290.88M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 12 | Wellington Management ✦ | 1.26M | -0.6% | $269.47M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 13 | Two Sigma Investments ✦ | 1.24M | -9.3% | $265.44M | 0.4% | ▼ Trim | 6 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 563.25K | +22.2% | $120.87M | 0.1% | ▲ Add | 6 | SEC ↗ ×7 |
| 15 | Marshall Wace ✦ | 526.78K | +21.6% | $113.04M | 0.1% | ▲ Add | 6 | SEC ↗ ×3 |
| 16 | Arrowstreet Capital ✦ | 451.95K | -46.6% | $96.98M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 358.79K | -35.9% | $76.99M | 0.1% | ▼ Trim | 6 | SEC ↗ ×2 |
| 18 | Renaissance Technologies ✦ | 328.50K | +501.6% | $70.49M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | ARK Investment Management ✦ | 222.32K | +8.8% | $47.71M | 0.3% | ▲ Add | 6 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 82.79K | +61.2% | $17.77M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 21 | Millennium Management ✦ | 35.27K | +25.8% | $7.57M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 22 | Bridgewater Associates ✦ | 15.02K | 新增 | $3.22M | 0.0% | New | 1 | SEC ↗ |
| 23 | Fisher Asset Management ✦ | 964 | 新增 | $206,961 | 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
| Bridgewater Associates | $3.22M | 0.0% |
| Fisher Asset Management | $206,961 | 0.0% |
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。
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