CCM
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Cota Capital Management’s Cloudflare NET Stock Holding History

Cota 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
2024
Q2 		– Sell
-39,710
Closed -$3.85M – 12
2024
Q1 		$3.85M Sell
39,710
-252,139
-86% -$22.8M 10.17% 6
2023
Q4 		$24.3M Sell
291,849
-49,839
-15% -$3.49M 10.13% 5
2023
Q3 		$21.5M Hold
341,688
– – 10.81% 5
2023
Q2 		$22.3M Hold
341,688
– – 11.2% 4
2023
Q1 		$21.1M Sell
341,688
-32,000
-9% -$1.75M 11.39% 3
2022
Q4 		$16.9M Buy
373,688
+98,918
+36% +$4.89M 9.11% 5
2022
Q3 		$15.2M Sell
274,770
-62,000
-18% -$3.68M 7.82% 7
2022
Q2 		$14.7M Hold
336,770
– – 6.04% 8
2022
Q1 		$40.3M Sell
336,770
-10,009
-3% -$1.04M 8.51% 4
2021
Q4 		$45.6M Buy
346,779
+43,566
+14% +$7.3M 7.81% 5
2021
Q3 		$34.2M Sell
303,213
-190,678
-39% -$22.8M 6.07% 10
2021
Q2 		$52.3M Hold
493,891
– – 9.07% 3
2021
Q1 		$34.7M Buy
493,891
+59,884
+14% +$4.62M 7.63% 4
2020
Q4 		$33M Sell
434,007
-253,495
-37% -$16.6M 8.69% 1
2020
Q3 		$28.2M Buy
+687,502
New +$26.3M 8.24% 2

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cota Capital Management's NET Position: Q2 2024 in Review

Cota Capital Management sold out of Cloudflare (NET) in Q2 2024, closing a stake of 39,710 shares — an estimated $3.85M sold.

Cota Capital Management first reported a position in NET in Q3 2020 and held it in 15 quarters. The position peaked at $52.3M in Q2 2021. 652 funds tracked by Wall St. Rank hold NET as of Q2 2024.

  • Cota Capital Management reported no remaining Cloudflare position as of Q2 2024 after selling out during the quarter.
  • Cota Capital Management sold 39,710 Cloudflare shares in Q2 2024, an estimated $3.85M.
  • Cota Capital Management first reported a position in Cloudflare in Q3 2020 and held it in 15 quarters.
  • Cota Capital Management's Cloudflare position peaked at $52.3M in Q2 2021.
  • 652 funds tracked by Wall St. Rank held Cloudflare as of Q2 2024.

Based on Cota Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.