Kayne Anderson Rudnick Investment Management’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107M | Sell |
546,584
-57,661
| -10% | -$11.3M | 0.26% | 105 |
|
|
2025
Q1 | $68.1M | Sell |
604,245
-51,480
| -8% | -$5.8M | 0.17% | 117 |
|
|
2024
Q4 | $70.6M | Sell |
655,725
-30,956
| -5% | -$3.33M | 0.16% | 120 |
|
|
2024
Q3 | $55.5M | Buy |
686,681
+214,581
| +45% | +$17.4M | 0.12% | 131 |
|
|
2024
Q2 | $39.1M | Sell |
472,100
-7
| -0% | -$580 | 0.1% | 155 |
|
|
2024
Q1 | $45.7M | Buy |
472,107
+2,756
| +0.6% | +$267K | 0.11% | 145 |
|
|
2023
Q4 | $39.1M | Buy |
469,351
+24,292
| +5% | +$2.02M | 0.1% | 150 |
|
|
2023
Q3 | $28.1M | Sell |
445,059
-22,911
| -5% | -$1.44M | 0.08% | 164 |
|
|
2023
Q2 | $30.6M | Buy |
467,970
+461,002
| +6,616% | +$30.1M | 0.09% | 159 |
|
|
2023
Q1 | $430K | Buy |
6,968
+117
| +2% | +$7.21K | ﹤0.01% | 389 |
|
|
2022
Q4 | $310K | Buy |
6,851
+1,118
| +20% | +$50.5K | ﹤0.01% | 408 |
|
|
2022
Q3 | $317K | Hold |
5,733
| – | – | ﹤0.01% | 389 |
|
|
2022
Q2 | $251K | Hold |
5,733
| – | – | ﹤0.01% | 401 |
|
|
2022
Q1 | $686K | Sell |
5,733
-2
| -0% | -$239 | ﹤0.01% | 355 |
|
|
2021
Q4 | $754K | Buy |
5,735
+2
| +0% | +$263 | ﹤0.01% | 356 |
|
|
2021
Q3 | $646K | Sell |
5,733
-4,290
| -43% | -$483K | ﹤0.01% | 354 |
|
|
2021
Q2 | $1.06M | Hold |
10,023
| – | – | ﹤0.01% | 327 |
|
|
2021
Q1 | $704K | Buy |
10,023
+10,014
| +111,267% | +$703K | ﹤0.01% | 343 |
|
|
2020
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 636 |
|