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AtonRa Partners’s Cloudflare NET Stock Holding History

AtonRa Partners’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$486K Sell
5,832
-888
-13% -$62.1K 0.97% 40
2023
Q3 		$424K Sell
6,720
-2,052
-23% -$131K 0.89% 39
2023
Q2 		$573K Sell
8,772
-902
-9% -$53.8K 0.89% 41
2023
Q1 		$596K Sell
9,674
-10,258
-51% -$561K 0.87% 40
2022
Q4 		$901K Sell
19,932
-3,094
-13% -$153K 1.15% 30
2022
Q3 		$1.27M Sell
23,026
-1,238
-5% -$73.5K 1.25% 18
2022
Q2 		$1.06M Sell
24,264
-2,332
-9% -$168K 0.98% 40
2022
Q1 		$3.18M Sell
26,596
-10,299
-28% -$1.07M 1.73% 9
2021
Q4 		$4.85M Sell
36,895
-6,851
-16% -$1.15M 1.69% 13
2021
Q3 		$4.93M Buy
43,746
+1,947
+5% +$233K 1.65% 13
2021
Q2 		$4.42M Sell
41,799
-863
-2% -$71.4K 1.62% 12
2021
Q1 		$3M Buy
42,662
+11,993
+39% +$924K 1.34% 17
2020
Q4 		$2.33M Buy
+30,669
New +$2.01M 1.14% 39

Other funds holding NET

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AtonRa Partners's NET Position: Q4 2023 in Review

AtonRa Partners reduced its Cloudflare (NET) stake by 13% in Q4 2023, selling an estimated $62.1K and leaving 5,832 shares worth $486K. The position accounts for 0.97% of the portfolio, ranked #40.

AtonRa Partners first reported a position in NET in Q4 2020 and has held it in 13 quarters since. The position peaked at $4.93M in Q3 2021. 677 funds tracked by Wall St. Rank hold NET as of Q4 2023.

  • AtonRa Partners held 5,832 shares of Cloudflare worth $486K as of Q4 2023.
  • AtonRa Partners sold 888 Cloudflare shares in Q4 2023, an estimated $62.1K.
  • Cloudflare made up 0.97% of AtonRa Partners's portfolio in Q4 2023, its #40 holding.
  • AtonRa Partners first reported a position in Cloudflare in Q4 2020 and has held it in 13 quarters since.
  • AtonRa Partners's Cloudflare position peaked at $4.93M in Q3 2021.
  • 677 funds tracked by Wall St. Rank held Cloudflare as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.