IC
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Intersect Capital’s Cloudflare NET Stock Holding History

Intersect Capital’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
2022
Q2 		$304K Sell
6,951
-8
-0.1% -$576 0.09% 231
2022
Q1 		$833K Buy
6,959
+66
+1% +$6.88K 0.16% 127
2021
Q4 		$906K Sell
6,893
-49
-0.7% -$8.21K 0.17% 115
2021
Q3 		$782K Sell
6,942
-189
-3% -$22.6K 0.13% 121
2021
Q2 		$755K Sell
7,131
-25
-0.3% -$2.07K 0.13% 130
2021
Q1 		$503K Sell
7,156
-71
-1% -$5.47K 0.1% 166
2020
Q4 		$549K Buy
7,227
+286
+4% +$18.8K 0.12% 124
2020
Q3 		$285K Buy
6,941
+275
+4% +$10.5K 0.08% 174
2020
Q2 		$240K Buy
+6,666
New +$186K 0.08% 159

Other funds holding NET

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Intersect Capital's NET Position: Q2 2022 in Review

Intersect Capital reduced its Cloudflare (NET) stake by 0.11% in Q2 2022, selling an estimated $576 and leaving 6,951 shares worth $304K. The position accounts for 0.09% of the portfolio, ranked #231.

Intersect Capital first reported a position in NET in Q2 2020 and has held it in 9 quarters since. The position peaked at $906K in Q4 2021. 549 funds tracked by Wall St. Rank hold NET as of Q2 2022.

  • Intersect Capital held 6,951 shares of Cloudflare worth $304K as of Q2 2022.
  • Intersect Capital sold 8 Cloudflare shares in Q2 2022, an estimated $576.
  • Cloudflare made up 0.09% of Intersect Capital's portfolio in Q2 2022, its #231 holding.
  • Intersect Capital first reported a position in Cloudflare in Q2 2020 and has held it in 9 quarters since.
  • Intersect Capital's Cloudflare position peaked at $906K in Q4 2021.
  • 549 funds tracked by Wall St. Rank held Cloudflare as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.