Firsthand Capital Management’s Cloudflare NET Stock Holding History

Firsthand 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
2024 Q4	–	Sell	-10,000	Closed	-$809K	–	49
2024 Q3	$809K	Sell	10,000 -20,000	-67%	-$1.61M	1.6%	19
2024 Q2	$464K	Buy	30,000 +10,000	+50%	+$807K	0.9%	25
2024 Q1	$1.94M	Sell	20,000 -60,000	-75%	-$5.43M	3.16%	15
2023 Q4	$3.33M	Buy	80,000 +40,000	+100%	+$2.8M	4.62%	6
2023 Q3	$2.52M	Sell	40,000 -40,000	-50%	-$2.56M	3.64%	10
2023 Q2	$5.23M	Hold	80,000	–	–	6.28%	3
2023 Q1	$4.93M	Hold	80,000	–	–	5.36%	3
2022 Q4	$3.62M	Sell	80,000 -10,000	-11%	-$495K	4.22%	6
2022 Q3	$4.98M	Hold	90,000	–	–	4.54%	7
2022 Q2	$3.94M	Sell	90,000 -10,000	-10%	-$720K	3.4%	11
2022 Q1	$12M	Hold	100,000	–	–	6.22%	3
2021 Q4	$13.2M	Hold	100,000	–	–	5.01%	4
2021 Q3	$11.3M	Hold	100,000	–	–	3.36%	9
2021 Q2	$10.6M	Hold	100,000	–	–	2.65%	10
2021 Q1	$7.03M	Hold	100,000	–	–	1.97%	17
2020 Q4	$7.6M	Buy	+100,000	New	+$6.56M	2.07%	14

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

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

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

Firsthand Capital Management's NET Position: Q4 2024 in Review

Firsthand Capital Management sold out of Cloudflare (NET) in Q4 2024, closing a stake of 10,000 shares — an estimated $809K sold.

Firsthand Capital Management first reported a position in NET in Q4 2020 and held it in 16 quarters. The position peaked at $13.2M in Q4 2021. 771 funds tracked by Wall St. Rank hold NET as of Q4 2024.

Firsthand Capital Management reported no remaining Cloudflare position as of Q4 2024 after selling out during the quarter.
Firsthand Capital Management sold 10,000 Cloudflare shares in Q4 2024, an estimated $809K.
Firsthand Capital Management first reported a position in Cloudflare in Q4 2020 and held it in 16 quarters.
Firsthand Capital Management's Cloudflare position peaked at $13.2M in Q4 2021.
771 funds tracked by Wall St. Rank held Cloudflare as of Q4 2024.

Based on Firsthand Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.