GCM
Glynn Capital Management’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9M | Sell |
106,866
-50,043
| -32% | -$9.8M | 4.71% | 12 |
|
|
2025
Q1 | $17.7M | Sell |
156,909
-58,178
| -27% | -$6.56M | 4.65% | 9 |
|
|
2024
Q4 | $23.2M | Sell |
215,087
-36,021
| -14% | -$3.88M | 5.46% | 6 |
|
|
2024
Q3 | $20.3M | Buy |
251,108
+48,701
| +24% | +$3.94M | 4.65% | 12 |
|
|
2024
Q2 | $16.8M | Buy |
+202,407
| New | +$16.8M | 3.38% | 14 |
|