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Davidson Kempner Capital Management’s Cloudflare NET Stock Holding History

Davidson Kempner 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
2020
Q4 		– Sell
-200,000
Closed -$8.21M – 316
2020
Q3 		$8.21M Buy
+200,000
New +$7.66M 0.12% 147
2019
Q4 		– Sell
-179,000
Closed -$3.32M – 183
2019
Q3 		$3.32M Buy
+179,000
New +$3.46M 0.07% 111

Other funds holding NET

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
VMV
Venrock Management V Palo Alto, California $719M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Davidson Kempner Capital Management's NET Position: Q4 2020 in Review

Davidson Kempner Capital Management sold out of Cloudflare (NET) in Q4 2020, closing a stake of 200,000 shares — an estimated $8.21M sold.

Davidson Kempner Capital Management first reported a position in NET in Q3 2019 and held it in 2 quarters. The position peaked at $8.21M in Q3 2020. 495 funds tracked by Wall St. Rank hold NET as of Q4 2020.

  • Davidson Kempner Capital Management reported no remaining Cloudflare position as of Q4 2020 after selling out during the quarter.
  • Davidson Kempner Capital Management sold 200,000 Cloudflare shares in Q4 2020, an estimated $8.21M.
  • Davidson Kempner Capital Management first reported a position in Cloudflare in Q3 2019 and held it in 2 quarters.
  • Davidson Kempner Capital Management's Cloudflare position peaked at $8.21M in Q3 2020.
  • 495 funds tracked by Wall St. Rank held Cloudflare as of Q4 2020.

Based on Davidson Kempner Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.