Engine No 1 LLC’s Cloudflare NET Stock Holding History

Engine No 1 LLC’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	-1,874	Closed	-$246K	–	201
2021 Q4	$246K	Buy	+1,874	New	+$314K	0.05%	253

Other funds holding NET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Engine No 1 LLC's NET Position: Q1 2022 in Review

Engine No 1 LLC sold out of Cloudflare (NET) in Q1 2022, closing a stake of 1,874 shares — an estimated $246K sold.

Engine No 1 LLC first reported a position in NET in Q4 2021 and held it in 1 quarter. The position peaked at $246K in Q4 2021. 639 funds tracked by Wall St. Rank hold NET as of Q1 2022.

Engine No 1 LLC reported no remaining Cloudflare position as of Q1 2022 after selling out during the quarter.
Engine No 1 LLC sold 1,874 Cloudflare shares in Q1 2022, an estimated $246K.
Engine No 1 LLC first reported a position in Cloudflare in Q4 2021 and held it in 1 quarter.
Engine No 1 LLC's Cloudflare position peaked at $246K in Q4 2021.
639 funds tracked by Wall St. Rank held Cloudflare as of Q1 2022.

Based on Engine No 1 LLC's 13F filing for Q1 2022, filed 13 May 2022.