Echo Street Capital Management’s Cloudflare NET Stock Holding History

Echo Street 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
2023 Q4	–	Sell	-8,084	Closed	-$510K	–	287
2023 Q3	$510K	Sell	8,084 -4,807	-37%	-$308K	﹤0.01%	261
2023 Q2	$843K	Buy	12,891 +7,988	+163%	+$477K	0.01%	169
2023 Q1	$302K	Buy	+4,903	New	+$268K	﹤0.01%	376
2022 Q3	–	Sell	-5,414	Closed	-$237K	–	652
2022 Q2	$237K	Buy	+5,414	New	+$390K	﹤0.01%	475
2022 Q1	–	Sell	-8,374	Closed	-$1.1M	–	699
2021 Q4	$1.1M	Sell	8,374 -611	-7%	-$102K	0.01%	229
2021 Q3	$1.01M	Buy	+8,985	New	+$1.07M	0.01%	240

Other funds holding NET

Morgan Stanley New York $1.66T AUM 25.57% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Echo Street Capital Management's NET Position: Q4 2023 in Review

Echo Street Capital Management sold out of Cloudflare (NET) in Q4 2023, closing a stake of 8,084 shares — an estimated $510K sold.

Echo Street Capital Management first reported a position in NET in Q3 2021 and held it in 6 quarters. The position peaked at $1.1M in Q4 2021. 678 funds tracked by Wall St. Rank hold NET as of Q4 2023.

Echo Street Capital Management reported no remaining Cloudflare position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 8,084 Cloudflare shares in Q4 2023, an estimated $510K.
Echo Street Capital Management first reported a position in Cloudflare in Q3 2021 and held it in 6 quarters.
Echo Street Capital Management's Cloudflare position peaked at $1.1M in Q4 2021.
678 funds tracked by Wall St. Rank held Cloudflare as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.