Essex Investment Management’s Cloudflare NET Stock Holding History

Essex Investment 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
2021 Q1	–	Sell	-20,781	Closed	-$1.58M	–	495
2020 Q4	$1.58M	Sell	20,781 -6,324	-23%	-$415K	0.2%	166
2020 Q3	$1.11M	Sell	27,105 -96,047	-78%	-$3.68M	0.16%	200
2020 Q2	$4.43M	Sell	123,152 -29,700	-19%	-$830K	0.73%	30
2020 Q1	$3.59M	Sell	152,852 -22,300	-13%	-$434K	0.73%	28
2019 Q4	$2.99M	Buy	+175,152	New	+$2.98M	0.37%	77

Other funds holding NET

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

VMV

Venrock Management V Palo Alto, California $719M AUM

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

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

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Essex Investment Management's NET Position: Q1 2021 in Review

Essex Investment Management sold out of Cloudflare (NET) in Q1 2021, closing a stake of 20,781 shares — an estimated $1.58M sold.

Essex Investment Management first reported a position in NET in Q4 2019 and held it in 5 quarters. The position peaked at $4.43M in Q2 2020. 507 funds tracked by Wall St. Rank hold NET as of Q1 2021.

Essex Investment Management reported no remaining Cloudflare position as of Q1 2021 after selling out during the quarter.
Essex Investment Management sold 20,781 Cloudflare shares in Q1 2021, an estimated $1.58M.
Essex Investment Management first reported a position in Cloudflare in Q4 2019 and held it in 5 quarters.
Essex Investment Management's Cloudflare position peaked at $4.43M in Q2 2020.
507 funds tracked by Wall St. Rank held Cloudflare as of Q1 2021.

Based on Essex Investment Management's 13F filing for Q1 2021, filed 12 May 2021.