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CLOUDFLARE · 13F 机构持仓分析
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CLOUDFLARE

NET
持有机构数
63
机构合计市值 (Q2 2026)
$16.58亿
机构合计股数 (Q2 2026)
12.91亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+3.67亿股
24 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-3.55亿股
42 · 11 清仓 · ≈
⚖️ 净额
+1,179.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$16.58亿
持有机构数
63
新买入
7
加仓
17
减仓
31
清仓
11
持股不变
8
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Voya投资管理VOYA INVESTMENT MANAGEMENT LLC
0.23%0.35%#11$2.68亿2.08亿股$3.41亿2.91亿股-8,233.5万股-28.32%减仓
萨斯奎汉纳顾问集团SUSQUEHANNA ADVISORS GROUP, INC.
2.19%<0.01%#6$1.50亿1.16亿股$5.9万500.0万股+1.11亿股+2,228.52%加仓
HIGHBRIDGE 资本管理HIGHBRIDGE CAPITAL MANAGEMENT LLC
3.45%0.18%#3$1.42亿1.11亿股$568.9万500.0万股+1.06亿股+2,119.00%加仓
D.E.肖D. E. Shaw & Co., Inc.
0.05%0.07%#23$1.00亿7,786.1万股$1.16亿9,836.1万股-2,050.0万股-20.84%减仓
DeepCurrents Investment 集团DeepCurrents Investment Group LLC
3.07%3.15%#5$8,958.0万6,960.1万股$8,276.6万7,010.1万股-50.0万股-0.71%减仓
Capstone投资顾问CAPSTONE INVESTMENT ADVISORS, LLC
0.09%0.16%#17$8,622.2万6,700.0万股$1.07亿9,125.0万股-2,425.0万股-26.58%减仓
富兰克林资源FRANKLIN RESOURCES INC
0.02%0.02%#28$8,236.2万6,400.0万股$7,504.4万6,400.0万股00.00%持仓不变
Ovata Capital Management Ltd
4.11%#2$7,088.5万5,500.0万股$00股+5,500.0万股新买入
STEELHEAD PARTNERS LLC
4.6%5.91%#1$6,444.1万5,000.0万股$8,217.5万7,000.0万股-2,000.0万股-28.57%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.05%0.02%#24$6,433.1万5,006.7万股$2,839.4万2,425.7万股+2,581.0万股+106.40%加仓
O'Connor Alternative Investments LLC
3.25%2.16%#4$4,890.6万3,800.0万股$2,524.5万2,150.0万股+1,650.0万股+76.74%加仓
道富集团STATE STREET CORP
<0.01%<0.01%#41$4,223.6万3,287.5万股$3,249.3万2,782.5万股+505.0万股+18.15%加仓
男高音资本TENOR CAPITAL MANAGEMENT Co., L.P.
0.54%0.95%#10$3,862.6万3,000.0万股$6,155.2万5,250.0万股-2,250.0万股-42.86%减仓
Walleye资本Walleye Capital LLC
0.14%0.21%#15$3,860.7万3,000.0万股$4,983.4万4,250.0万股-1,250.0万股-29.41%减仓
拉扎德资产管理LAZARD ASSET MANAGEMENT LLC
0.05%<0.01%#20$3,465.1万2,692.6万股$53.5万4,561.7万股-1,869.1万股-40.97%减仓
CSS LLC/IL
1.31%0.75%#7$3,354.8万2,611.2万股$1,570.8万1,341.2万股+1,270.0万股+94.69%加仓
Calamos顾问Calamos Advisors LLC
0.11%0.11%#16$3,268.7万2,536.2万股$3,219.1万2,742.1万股-205.9万股-7.51%减仓
Brevan Howard资本管理Brevan Howard Capital Management LP
0.2%0.2%#14$3,217.0万2,500.0万股$2,289.1万2,000.0万股+500.0万股+25.00%加仓
MIZUHO SECURITIES USA LLC
0.67%0.7%#8$2,973.6万2,557.9万股$2,973.6万2,557.9万股00.00%持仓不变
千禧管理MILLENNIUM MANAGEMENT LLC
0.01%0.01%#31$2,833.9万2,200.0万股$3,517.2万3,000.0万股-800.0万股-26.67%减仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#45$2,775.4万2,160.0万股$2,364.5万2,020.0万股+140.0万股+6.93%加仓
富达投资FMR LLC
<0.01%<0.01%#43$2,489.9万1,937.8万股$1,698.2万1,450.8万股+487.0万股+33.57%加仓
LORD, ABBETT & CO. LLC
0.05%0.04%#26$1,579.9万1,227.7万股$1,086.5万928.2万股+299.5万股+32.27%加仓
Skaana Management L.P.
0.05%0.03%#22$1,031.1万800.0万股$645.7万550.0万股+250.0万股+45.45%加仓
SSI INVESTMENT MANAGEMENT LLC
0.58%0.83%#9$1,000.2万778.4万股$1,209.0万1,032.8万股-254.4万股-24.63%减仓
DZ 银行 AG Deutsche Zentral Genossenschafts 银行 Frankfurt am MainDZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
0.01%0.01%#33$969.4万750.0万股$1,449.2万1,250.0万股-500.0万股-40.00%减仓
ADVENT CAPITAL MANAGEMENT /DE/
0.22%0.15%#13$962.9万748.2万股$677.5万577.8万股+170.4万股+29.49%加仓
法国巴黎银行资产管理BNP Paribas Asset Management Holding S.A.
0.01%#32$810.9万631.5万股$00股+631.5万股新买入
MACKAY SHIELDS LLC
0.01%0.01%#29$724.3万563.7万股$664.9万568.0万股-4.3万股-0.76%减仓
杰富瑞金融集团Jefferies Financial Group Inc.
0.05%0.01%#25$706.6万548.3万股$76.4万65.2万股+483.1万股+740.95%加仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
<0.01%0.01%#36$594.2万459.4万股$2,773.9万2,369.7万股-1,910.3万股-80.61%减仓
RWC 资产管理RWC Asset Management LLP
0.22%0.3%#12$580.9万449.4万股$717.5万609.8万股-160.4万股-26.30%减仓
LBP资产管理LBP AM SA
0.05%#19$528.4万410.0万股$00股+410.0万股新买入
Balyasny资产管理BALYASNY ASSET MANAGEMENT L.P.
0.01%0.03%#34$515.1万400.0万股$2,346.5万2,000.0万股-1,600.0万股-80.00%减仓
大和证券集团Daiwa Securities Group Inc.
0.01%0.07%#30$513.8万400.0万股$2,347.7万2,000.0万股-1,600.0万股-80.00%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#49$481.3万374.6万股$1,354.9万1,087.7万股-713.1万股-65.56%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#50$450.3万351.7万股$586.6万515.6万股-163.9万股-31.79%减仓
野村资产管理国际NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
<0.01%<0.01%#35$253.8万197.2万股$234.5万200.0万股-2.8万股-1.40%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#46$251.7万194.7万股$205.5万174.7万股+20.0万股+11.45%加仓
英仕曼集团Man Group plc
<0.01%<0.01%#38$158.7万123.5万股$143.6万123.5万股00.00%持仓不变
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#54$126.3万98.3万股$83.6万71.4万股+26.9万股+37.68%加仓
DNCA FINANCE
0.05%0.05%#21$100.8万78.0万股$91.8万78.0万股00.00%持仓不变
惠灵顿管理集团WELLINGTON MANAGEMENT GROUP LLP
<0.01%<0.01%#53$70.7万55.0万股$139.1万118.6万股-63.6万股-53.63%减仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#51$64.6万50.0万股$117.7万100.0万股-50.0万股-50.00%减仓
苏黎世州银行Zurcher Kantonalbank (Zurich Cantonalbank)
<0.01%<0.01%#42$64.4万50.0万股$46.4万40.0万股+10.0万股+25.00%加仓
Central Pacific Bank - Trust Division
0.06%0.09%#18$54.4万42.3万股$70.1万59.9万股-17.6万股-29.38%减仓
ZAZOVE ASSOCIATES LLC
0.04%0.19%#27$51.6万40.0万股$228.9万195.0万股-155.0万股-79.49%减仓
巴克莱BARCLAYS PLC
<0.01%<0.01%#56$34.4万26.6万股$25.2万21.4万股+5.2万股+24.30%加仓
多伦多道明银行TORONTO DOMINION BANK
<0.01%#47$29.6万22.9万股$00股+22.9万股新买入
康托·菲茨杰拉德CANTOR FITZGERALD, L. P.
<0.01%0.03%#37$25.4万19.8万股$175.7万150.0万股-130.2万股-86.80%减仓

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