JCM
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Jag Capital Management’s Cloudflare NET Stock Holding History

Jag 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
2022
Q2 		– Sell
-212,623
Closed -$14.9M – 228
2022
Q1 		$14.9M Buy
+212,623
New +$22.2M 1.48% 22
2021
Q2 		– Sell
-244,655
Closed -$17.2M – 235
2021
Q1 		$17.2M Buy
244,655
+2,015
+0.8% +$155K 1.52% 22
2020
Q4 		$18.4M Buy
+242,640
New +$15.9M 1.66% 23

Other funds holding NET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jag Capital Management's NET Position: Q2 2022 in Review

Jag Capital Management sold out of Cloudflare (NET) in Q2 2022, closing a stake of 212,623 shares — an estimated $14.9M sold.

Jag Capital Management first reported a position in NET in Q4 2020 and held it in 3 quarters. The position peaked at $18.4M in Q4 2020. 549 funds tracked by Wall St. Rank hold NET as of Q2 2022.

  • Jag Capital Management reported no remaining Cloudflare position as of Q2 2022 after selling out during the quarter.
  • Jag Capital Management sold 212,623 Cloudflare shares in Q2 2022, an estimated $14.9M.
  • Jag Capital Management first reported a position in Cloudflare in Q4 2020 and held it in 3 quarters.
  • Jag Capital Management's Cloudflare position peaked at $18.4M in Q4 2020.
  • 549 funds tracked by Wall St. Rank held Cloudflare as of Q2 2022.

Based on Jag Capital Management's 13F filing for Q2 2022, filed 1 Aug 2022.