David Goel’s Cloudflare NET Stock Holding History

David Goel’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 Q4	–	Sell	-160,000	Closed	-$8.85M	–	22
2022 Q3	$8.85M	Buy	+160,000	New	+$9.5M	0.17%	21
2020 Q4	–	Sell	-503,000	Closed	-$20.7M	–	31
2020 Q3	$20.7M	Buy	+503,000	New	+$19.3M	0.27%	27

Other funds holding NET

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

David Goel's NET Position: Q4 2022 in Review

David Goel sold out of Cloudflare (NET) in Q4 2022, closing a stake of 160,000 shares — an estimated $8.85M sold.

David Goel first reported a position in NET in Q3 2020 and held it in 2 quarters. The position peaked at $20.7M in Q3 2020. 550 funds tracked by Wall St. Rank hold NET as of Q4 2022.

David Goel reported no remaining Cloudflare position as of Q4 2022 after selling out during the quarter.
David Goel sold 160,000 Cloudflare shares in Q4 2022, an estimated $8.85M.
David Goel first reported a position in Cloudflare in Q3 2020 and held it in 2 quarters.
David Goel's Cloudflare position peaked at $20.7M in Q3 2020.
550 funds tracked by Wall St. Rank held Cloudflare as of Q4 2022.

Based on Matrix Capital Management Company's 13F filing for Q4 2022, filed 13 Feb 2023.