CCM
NET icon

Conway Capital Management’s Cloudflare NET Stock Holding History

Conway Capital Management’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
2022
Q1 		– Sell
-1,825
Closed -$240K – 65
2021
Q4 		$240K Sell
1,825
-775
-30% -$130K 0.14% 55
2021
Q3 		$293K Buy
2,600
+500
+24% +$59.7K 0.2% 53
2021
Q2 		$222K Buy
+2,100
New +$174K 0.15% 67

Other funds holding NET

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

Conway Capital Management's NET Position: Q1 2022 in Review

Conway Capital Management sold out of Cloudflare (NET) in Q1 2022, closing a stake of 1,825 shares — an estimated $240K sold.

Conway Capital Management first reported a position in NET in Q2 2021 and held it in 3 quarters. The position peaked at $293K in Q3 2021. 640 funds tracked by Wall St. Rank hold NET as of Q1 2022.

  • Conway Capital Management reported no remaining Cloudflare position as of Q1 2022 after selling out during the quarter.
  • Conway Capital Management sold 1,825 Cloudflare shares in Q1 2022, an estimated $240K.
  • Conway Capital Management first reported a position in Cloudflare in Q2 2021 and held it in 3 quarters.
  • Conway Capital Management's Cloudflare position peaked at $293K in Q3 2021.
  • 640 funds tracked by Wall St. Rank held Cloudflare as of Q1 2022.

Based on Conway Capital Management's 13F filing for Q1 2022, filed 3 Dec 2024.