Glen Kacher’s Cloudflare NET Stock Holding History

Glen Kacher’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 Q4	–	Sell	-27,700	Closed	-$3.12M	–	52
2021 Q3	$3.12M	Buy	27,700 +16,850	+155%	+$2.01M	0.16%	47
2021 Q2	$1.15M	Buy	+10,850	New	+$898K	0.05%	63

Other funds holding NET

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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

GGHC

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

Glen Kacher's NET Position: Q4 2021 in Review

Glen Kacher sold out of Cloudflare (NET) in Q4 2021, closing a stake of 27,700 shares — an estimated $3.12M sold.

Glen Kacher first reported a position in NET in Q2 2021 and held it in 2 quarters. The position peaked at $3.12M in Q3 2021. 679 funds tracked by Wall St. Rank hold NET as of Q4 2021.

Glen Kacher reported no remaining Cloudflare position as of Q4 2021 after selling out during the quarter.
Glen Kacher sold 27,700 Cloudflare shares in Q4 2021, an estimated $3.12M.
Glen Kacher first reported a position in Cloudflare in Q2 2021 and held it in 2 quarters.
Glen Kacher's Cloudflare position peaked at $3.12M in Q3 2021.
679 funds tracked by Wall St. Rank held Cloudflare as of Q4 2021.

Based on Light Street Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.