1832 Asset Management’s Cloudflare NET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $250M | Buy |
1,212,900
+65,000
| +6% | +$12.4M | 0.33% | 84 |
|
|
2025
Q4 | $226M | Sell |
1,147,900
-177,800
| -13% | -$37.6M | 0.29% | 85 |
|
|
2025
Q3 | $284M | Sell |
1,325,700
-624,200
| -32% | -$127M | 0.48% | 50 |
|
|
2025
Q2 | $382M | Sell |
1,949,900
-131,500
| -6% | -$19.1M | 0.67% | 42 |
|
|
2025
Q1 | $235M | Sell |
2,081,400
-1,068,000
| -34% | -$142M | 0.45% | 65 |
|
|
2024
Q4 | $339M | Buy |
3,149,400
+603,300
| +24% | +$58.9M | 0.61% | 44 |
|
|
2024
Q3 | $206M | Buy |
2,546,100
+385,265
| +18% | +$31M | 0.35% | 74 |
|
|
2024
Q2 | $179M | Sell |
2,160,835
-461,565
| -18% | -$37.2M | 0.32% | 80 |
|
|
2024
Q1 | $254M | Sell |
2,622,400
-294,200
| -10% | -$26.6M | 0.46% | 62 |
|
|
2023
Q4 | $243M | Buy |
2,916,600
+1,597,900
| +121% | +$112M | 0.46% | 59 |
|
|
2023
Q3 | $83.1M | Buy |
+1,318,700
| New | +$84.4M | 0.17% | 123 |
|
|
2023
Q2 | – | Sell |
-1,888,400
| Closed | -$116M | – | 899 |
|
|
2023
Q1 | $116M | Buy |
1,888,400
+1,433,500
| +315% | +$78.4M | 0.24% | 89 |
|
|
2022
Q4 | $20.6M | Buy |
+454,900
| New | +$22.5M | 0.04% | 276 |
|
|
2022
Q2 | – | Sell |
-643,700
| Closed | -$76M | – | 930 |
|
|
2022
Q1 | $76M | Buy |
643,700
+643,695
| +12,873,900% | +$67.1M | 0.12% | 164 |
|
|
2021
Q4 | $1K | Sell |
5
-1,599
| -100% | -$268K | ﹤0.01% | 702 |
|
|
2021
Q3 | $181K | Sell |
1,604
-1,295,396
| -100% | -$155M | ﹤0.01% | 711 |
|
|
2021
Q2 | $138M | Buy |
+1,297,000
| New | +$107M | 0.27% | 101 |
|
|
2021
Q1 | – | Sell |
-1,427,600
| Closed | -$110M | – | 749 |
|
|
2020
Q4 | $110M | Buy |
1,427,600
+1,334,800
| +1,438% | +$87.5M | 0.26% | 108 |
|
|
2020
Q3 | $3.8M | Buy |
+92,800
| New | +$3.55M | 0.01% | 351 |
|
Other funds holding NET
VPM
VCM
