Запись по ценной бумаге · архивный квартал
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Cloudflare, Inc. · Technology · Software - Infrastructure
167Отслеживаемые держатели
-4Δ держателей
226.33MАкций в держании
$46.60BОтчётная стоимость
+6Новые позиции
−11Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -2.3% ·
поток акций +0.1% ·
новые чистые позиции -3.0%
— формула
Концентрированное накопление — рост доли акций у меньшего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 22.74M | -36.5% | $4.69B | 0.6% | ▼ Trim | 8 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 21.09M | -6.9% | $4.35B | 0.1% | ▼ Trim | 4 | SEC ↗ ×22 |
| 3 | Baillie Gifford ✦ | 15.92M | -5.3% | $3.29B | 3.4% | ▼ Trim | 8 | SEC ↗ ×4 |
| 4 | Morgan Stanley ✦ | 15.88M | -11.8% | $3.28B | 0.2% | ▼ Trim | 3 | SEC ↗ ×17 |
| 5 | Vanguard Capital Management Llc | 13.72M | — | $2.83B | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 13.56M | +6.3% | $2.80B | 0.1% | ▲ Add | 4 | SEC ↗ ×7 |
| 7 | Capital International Investors | 10.89M | Новый | $2.25B | 0.5% | New | 1 | SEC ↗ |
| 8 | State Street Global Advisors ✦ (пассивный) | 7.18M | +2.7% | $1.48B | 0.1% | ▲ Add | 6 | SEC ↗ |
| 9 | Geode Capital Management ✦ (пассивный) | 5.99M | -0.4% | $1.23B | 0.1% | ▼ Trim | 8 | SEC ↗ ×2 |
| 10 | JPMorgan Chase ✦ | 5.90M | -56.6% | $1.15B | 0.1% | ▼ Trim | 3 | SEC ↗ ×17 |
| 11 | DZ BANK AG Deutsche Zentral… | 4.50M | +533.1% | $929.10M | 0.9% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | Jennison Associates Llc | 4.39M | +135.8% | $906.76M | 0.6% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Wellington Management ✦ | 4.01M | +135.0% | $827.59M | 0.2% | ▲ Add | 8 | SEC ↗ ×5 |
| 14 | First Trust Advisors Lp | 3.77M | -6.1% | $778.73M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 15 | American Century Companies Inc | 3.63M | +14.3% | $748.45M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 16 | Franklin Resources Inc | 3.35M | -6.3% | $691.40M | 0.2% | ▼ Trim | 2 | SEC ↗ ×6 |
| 17 | Invesco Ltd. | 3.11M | -15.9% | $642.44M | 0.1% | ▼ Trim | 2 | SEC ↗ ×12 |
| 18 | Legal & General Group Plc | 2.95M | +4.6% | $609.56M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | Voya Investment Management Llc | 2.88M | +25.6% | $594.14M | 0.7% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Two Sigma Investments ✦ | 2.82M | +124.2% | $581.85M | 0.5% | ▲ Add | 8 | SEC ↗ |
| 21 | UBS AM, a distinct business unit of… | 2.54M | +3.3% | $524.94M | 0.1% | ▲ Add | 2 | SEC ↗ ×12 |
| 22 | Goldman Sachs Group ✦ | 2.45M | +5.1% | $506.02M | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 23 | Bank Of America Corp /De/ | 2.07M | -9.5% | $426.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 24 | Northern Trust Corp | 2.00M | +1.5% | $412.95M | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 25 | Citadel Advisors ✦ | 1.94M | +444.3% | $400.54M | 0.3% | ▲ Add | 8 | SEC ↗ ×2 |
| 26 | Amundi | 1.71M | +28.2% | $352.28M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 27 | Charles Schwab Investment… | 1.61M | +5.3% | $332.71M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 1.61M | -6.2% | $331.73M | 0.1% | ▼ Trim | 2 | SEC ↗ ×9 |
| 29 | Jane Street Group, Llc | 1.60M | +209.9% | $329.41M | 0.4% | ▲ Add | 2 | SEC ↗ ×3 |
| 30 | Deutsche Bank Ag\ | 1.58M | -0.8% | $325.30M | 0.1% | ▼ Trim | 2 | SEC ↗ ×14 |
| 31 | Massachusetts Financial Services Co… | 1.47M | -10.5% | $302.72M | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 32 | T. Rowe Price ✦ | 1.39M | +34.8% | $287.82M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 33 | Pictet Asset Management Holding SA | 1.38M | +17.6% | $284.90M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 34 | D. E. Shaw & Co. ✦ | 1.29M | +1040.8% | $265.61M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | UBS Group AG | 1.26M | +42.5% | $259.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 36 | 1832 Asset Management L.P. | 1.21M | +5.7% | $250.27M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 37 | Sumitomo Mitsui Trust Group, Inc. | 1.07M | -4.5% | $221.69M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 1.04M | -1.2% | $215.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×13 |
| 39 | Marshall Wace ✦ | 986.61K | +42.8% | $203.58M | 0.2% | ▲ Add | 8 | SEC ↗ ×4 |
| 40 | National Pension Service | 944.44K | -0.4% | $194.88M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 41 | Swedbank AB | 927.61K | +697.5% | $191.40M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 42 | Swiss National Bank | 927.20K | +8.1% | $191.32M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 43 | Raymond James Financial Inc | 940.85K | -8.7% | $187.47M | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 44 | AQR Capital Management ✦ | 907.39K | +48.1% | $180.38M | 0.1% | ▲ Add | 8 | SEC ↗ ×10 |
| 45 | Citigroup Inc | 805.19K | -0.3% | $166.14M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 46 | Nuveen, LLC | 735.91K | +1.5% | $151.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 47 | Nomura Asset Management… | 674.75K | -12.6% | $139.23M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 48 | Artisan Partners Limited Partnership | 668.16K | +13.5% | $137.87M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 616.12K | -20.4% | $127.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 50 | Squarepoint Ops LLC | 581.69K | -61.9% | $120.03M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 51 | Hsbc Holdings Plc | 581.82K | +40.6% | $118.87M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 52 | Ameriprise Financial Inc | 564.12K | -13.1% | $116.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 53 | Bnp Paribas Financial Markets | 553.16K | +1.5% | $114.14M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 54 | Kayne Anderson Rudnick Investment… | 536.38K | +32.5% | $110.68M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 55 | Mitsubishi UFJ Trust & Banking Corp | 511.47K | +4.5% | $105.54M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 56 | Neuberger Berman Group LLC | 506.76K | -8.3% | $104.56M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 57 | CIBC Bancorp USA Inc. | 494.90K | — | $102.11M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 58 | California State Teachers… | 465.86K | -1.4% | $96.13M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 59 | Bamco Inc /Ny/ | 457.32K | +11.7% | $94.36M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 60 | Barclays Plc | 441.52K | +86.3% | $91.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 61 | Mariner, LLC | 433.96K | +128.4% | $89.52M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 62 | Point72 Asset Management ✦ | 428.98K | Новый | $88.52M | 0.2% | New | 1 | SEC ↗ |
| 63 | Allspring Global Investments… | 411.08K | +0.8% | $84.45M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 64 | BNP Paribas Asset Management… | 407.77K | +31.3% | $84.12M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 65 | Credit Agricole S A | 403.18K | -7.6% | $83.19M | 0.3% | ▼ Trim | 2 | SEC ↗ ×4 |
| 66 | Rhumbline Advisers | 398.59K | -0.4% | $82.24M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 67 | California Public Employees… | 391.27K | -26.0% | $80.74M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 68 | Victory Capital Management Inc | 384.77K | -1.8% | $79.39M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 69 | Sei Investments Co | 383.52K | +12.0% | $79.14M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 70 | Susquehanna International Group, Llp | 363.29K | +116.1% | $74.96M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 71 | Balyasny Asset Management L.P. | 350.24K | +33.3% | $72.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 72 | Mitsubishi UFJ Asset Management… | 344.50K | +11.8% | $71.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Dimensional Fund Advisors Lp | 336.93K | +0.7% | $69.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 74 | Capital Research Global Investors | 321.74K | Новый | $66.39M | 0.0% | New | 1 | SEC ↗ |
| 75 | Envestnet Asset Management Inc | 286.48K | -2.0% | $59.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | State Board Of Administration Of… | 275.29K | -0.2% | $56.80M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 77 | Nomura Asset Management Co Ltd | 268.90K | -32.5% | $55.49M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 78 | Aviva Plc | 268.15K | +3.1% | $55.33M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 79 | Alliancebernstein L.P. | 264.57K | +33.8% | $52.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Schroder Investment Management Group | 265.79K | — | $51.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 81 | Korea Investment CORP | 246.95K | +16.3% | $50.96M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 82 | Principal Financial Group Inc | 245.02K | +75.8% | $50.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 83 | Janus Henderson Group Plc | 241.37K | +583.1% | $49.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 84 | LPL Financial LLC | 238.46K | +0.2% | $49.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Millennium Management ✦ | 223.05K | +3.6% | $46.02M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 86 | Asset Management One Co., Ltd. | 221.74K | +0.7% | $45.75M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 87 | Russell Investments Group, Ltd. | 213.05K | +8.1% | $43.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×12 |
| 88 | Royal London Asset Management Ltd | 203.75K | +30.4% | $42.04M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 89 | Mackenzie Financial Corp | 194.32K | +731.1% | $40.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Toronto Dominion Bank | 185.45K | +269.9% | $38.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 91 | Universal- Beteiligungs- und… | 185.56K | +4.3% | $38.12M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 92 | ARK Investment Management ✦ | 183.64K | -12.6% | $37.89M | 0.3% | ▼ Trim | 8 | SEC ↗ |
| 93 | Storebrand Asset Management As | 182.55K | -24.2% | $37.67M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 94 | Aberdeen Group plc | 180.75K | +4.5% | $37.30M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 95 | PFA Pension, Forsikringsaktieselskab | 172.32K | +17.6% | $35.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 96 | Blair William & Co/Il | 170.09K | -14.0% | $35.10M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 97 | Danske Bank A/S | 167.24K | -21.5% | $34.51M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 98 | State Of Wisconsin Investment Board | 164.73K | +4.5% | $33.99M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 99 | New York State Common Retirement… | 158.90K | +0.7% | $32.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Ensign Peak Advisors, Inc | 156.76K | +28.8% | $32.35M | 0.1% | ▲ Add | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Capital International… | $2.25B | 0.5% |
| Point72 Asset Management | $88.52M | 0.2% |
| Capital Research Global… | $66.39M | 0.0% |
Закрыто
| Norges Bank | $718.32M | составлял 0.1% |
| Arrowstreet Capital | $101.05M | составлял 0.1% |
| Alyeska Investment Group, L.P. | $65.51M | составлял 0.2% |
| Qube Research & Technologies… | $39.25M | составлял 0.1% |
| Renaissance Technologies | $25.71M | составлял 0.0% |
| Tudor Investment Corp Et Al | $22.50M | составлял 0.1% |
| Caisse De Depot Et Placement… | $8.44M | составлял 0.0% |
| Simplex Trading, Llc | $7.49M | составлял 0.2% |
| Optiver Holding B.V. | $2.52M | составлял 0.0% |
| Capstone Investment Advisors… | $438,264 | составлял 0.0% |
| Peak6 Llc | $1,026 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1 держатели, 17.10K акции, $3,528 отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Покупок инсайдеров на открытом рынке в нашем окне покрытия нет.
Продажи на открытом рынке (S)
Oct 07
Zatlyn Michelle
Officer, Director · 2.16K акц. · $759,730
Oct 07
Zatlyn Michelle
Officer, Director · 5.69K акц. · $1.97M
Oct 07
Zatlyn Michelle
Officer, Director · 9.02K акц. · $3.13M
Oct 07
Zatlyn Michelle
Officer, Director · 3.90K акц. · $1.36M
Oct 07
Zatlyn Michelle
Officer, Director · 4.24K акц. · $1.49M
Oct 07
Zatlyn Michelle
Officer, Director · 7.69K акц. · $2.68M
Oct 07
Zatlyn Michelle
Officer, Director · 297 акц. · $104,617
Oct 06
Zatlyn Michelle
Officer, Director · 6.18K акц. · $2.26M
Oct 06
Zatlyn Michelle
Officer, Director · 4.26K акц. · $1.55M
Oct 06
Zatlyn Michelle
Officer, Director · 752 акц. · $277,742
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Jul 24
SC 13G/A — BAILLIE GIFFORD & CO
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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