First Manhattan’s Cloudflare NET Stock Holding History

First Manhattan’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
2024 Q2	–	Sell	-305	Closed	-$29.5K	–	1082
2024 Q1	$29.5K	Sell	305 -305	-50%	-$27.6K	﹤0.01%	973
2023 Q4	$50.8K	Hold	610	–	–	﹤0.01%	866
2023 Q3	$38.5K	Hold	610	–	–	﹤0.01%	922
2023 Q2	$39.9K	Hold	610	–	–	﹤0.01%	927
2023 Q1	$37.6K	Hold	610	–	–	﹤0.01%	974
2022 Q4	$27.6K	Hold	610	–	–	﹤0.01%	1042
2022 Q3	$33K	Hold	610	–	–	﹤0.01%	999
2022 Q2	$26K	Hold	610	–	–	﹤0.01%	1074
2022 Q1	$73K	Sell	610 -300	-33%	-$31.3K	﹤0.01%	939
2021 Q4	$119K	Hold	910	–	–	﹤0.01%	841
2021 Q3	$102K	Hold	910	–	–	﹤0.01%	859
2021 Q2	$96K	Hold	910	–	–	﹤0.01%	868
2021 Q1	$63K	Buy	+910	New	+$70.1K	﹤0.01%	912

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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

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

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

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

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

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

First Manhattan's NET Position: Q2 2024 in Review

First Manhattan sold out of Cloudflare (NET) in Q2 2024, closing a stake of 305 shares — an estimated $29.5K sold.

First Manhattan first reported a position in NET in Q1 2021 and held it in 13 quarters. The position peaked at $119K in Q4 2021. 652 funds tracked by Wall St. Rank hold NET as of Q2 2024.

First Manhattan reported no remaining Cloudflare position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 305 Cloudflare shares in Q2 2024, an estimated $29.5K.
First Manhattan first reported a position in Cloudflare in Q1 2021 and held it in 13 quarters.
First Manhattan's Cloudflare position peaked at $119K in Q4 2021.
652 funds tracked by Wall St. Rank held Cloudflare as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.