Balyasny Asset Management’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Sell |
15,814
-111,998
| -88% | -$21.9M | ﹤0.01% | 1034 |
|
|
2025
Q1 | $14.4M | Sell |
127,812
-311,250
| -71% | -$35.1M | 0.02% | 542 |
|
|
2024
Q4 | $47.3M | Buy |
439,062
+436,451
| +16,716% | +$47M | 0.07% | 259 |
|
|
2024
Q3 | $211K | Sell |
2,611
-298,617
| -99% | -$24.2M | ﹤0.01% | 1777 |
|
|
2024
Q2 | $25M | Buy |
301,228
+146,793
| +95% | +$12.2M | 0.04% | 398 |
|
|
2024
Q1 | $15M | Buy |
+154,435
| New | +$15M | 0.03% | 572 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 2152 |
|
|
2023
Q3 | – | Sell |
-86,264
| Closed | -$5.64M | – | 2054 |
|
|
2023
Q2 | $5.64M | Sell |
86,264
-495,523
| -85% | -$32.4M | 0.01% | 740 |
|
|
2023
Q1 | $35.9M | Buy |
581,787
+522,927
| +888% | +$32.2M | 0.09% | 255 |
|
|
2022
Q4 | $2.66M | Buy |
58,860
+29,747
| +102% | +$1.34M | 0.01% | 948 |
|
|
2022
Q3 | $1.61M | Buy |
+29,113
| New | +$1.61M | ﹤0.01% | 1216 |
|
|
2022
Q2 | – | Sell |
-61,472
| Closed | -$7.36M | – | 2562 |
|
|
2022
Q1 | $7.36M | Buy |
61,472
+48,788
| +385% | +$5.84M | 0.02% | 633 |
|
|
2021
Q4 | $1.67M | Buy |
12,684
+7,899
| +165% | +$1.04M | 0.01% | 1092 |
|
|
2021
Q3 | $539K | Sell |
4,785
-17,641
| -79% | -$1.99M | ﹤0.01% | 1225 |
|
|
2021
Q2 | $2.37M | Buy |
+22,426
| New | +$2.37M | 0.01% | 857 |
|
|
2021
Q1 | – | Sell |
-24,479
| Closed | -$1.86M | – | 1781 |
|
|
2020
Q4 | $1.86M | Buy |
+24,479
| New | +$1.86M | 0.01% | 752 |
|
|
2020
Q3 | – | Sell |
-189,313
| Closed | -$6.81M | – | 1252 |
|
|
2020
Q2 | $6.81M | Buy |
+189,313
| New | +$6.81M | 0.06% | 367 |
|
|
2020
Q1 | – | Sell |
-11,011
| Closed | -$188K | – | 1282 |
|
|
2019
Q4 | $188K | Sell |
11,011
-75,370
| -87% | -$1.29M | ﹤0.01% | 992 |
|
|
2019
Q3 | $1.6M | Buy |
+86,381
| New | +$1.6M | 0.01% | 641 |
|