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La Financiere de L'Echiquier’s Cloudflare NET Stock Holding History

La Financiere de L'Echiquier’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
2024
Q2 		$30.9M Sell
372,600
-10,000
-3% -$807K 1.35% 24
2024
Q1 		$37M Sell
382,600
-25,000
-6% -$2.26M 1.6% 20
2023
Q4 		$33.9M Buy
407,600
+17,600
+5% +$1.23M 1.57% 22
2023
Q3 		$24.6M Sell
390,000
-24,000
-6% -$1.54M 1.27% 24
2023
Q2 		$27.1M Sell
414,000
-30,429
-7% -$1.82M 1.35% 24
2023
Q1 		$27.4M Sell
444,429
-142,571
-24% -$7.8M 1.44% 22
2022
Q4 		$26.5M Buy
587,000
+71,000
+14% +$3.51M 1.67% 20
2022
Q3 		$28.5M Buy
516,000
+11,000
+2% +$653K 1.81% 20
2022
Q2 		$22.1M Buy
505,000
+158,300
+46% +$11.4M 1.31% 26
2022
Q1 		$41.5M Sell
346,700
-17,600
-5% -$1.84M 1.71% 24
2021
Q4 		$47.9M Sell
364,300
-229,700
-39% -$38.5M 1.61% 26
2021
Q3 		$66.9M Sell
594,000
-319,000
-35% -$38.1M 2.24% 13
2021
Q2 		$96.6M Sell
913,000
-83,000
-8% -$6.87M 3.69% 5
2021
Q1 		$70M Buy
996,000
+363,100
+57% +$28M 2.83% 7
2020
Q4 		$48.1M Buy
+632,900
New +$41.5M 2.29% 16

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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 $1.61T AUM 30.72% 1-Year Est. Return

La Financiere de L'Echiquier's NET Position: Q2 2024 in Review

La Financiere de L'Echiquier reduced its Cloudflare (NET) stake by 2.6% in Q2 2024, selling an estimated $807K and leaving 372,600 shares worth $30.9M. The position accounts for 1.35% of the portfolio, ranked #24.

La Financiere de L'Echiquier first reported a position in NET in Q4 2020 and has held it in 15 quarters since. The position peaked at $96.6M in Q2 2021. 652 funds tracked by Wall St. Rank hold NET as of Q2 2024.

  • La Financiere de L'Echiquier held 372,600 shares of Cloudflare worth $30.9M as of Q2 2024.
  • La Financiere de L'Echiquier sold 10,000 Cloudflare shares in Q2 2024, an estimated $807K.
  • Cloudflare made up 1.35% of La Financiere de L'Echiquier's portfolio in Q2 2024, its #24 holding.
  • La Financiere de L'Echiquier first reported a position in Cloudflare in Q4 2020 and has held it in 15 quarters since.
  • La Financiere de L'Echiquier's Cloudflare position peaked at $96.6M in Q2 2021.
  • 652 funds tracked by Wall St. Rank held Cloudflare as of Q2 2024.

Based on La Financiere de L'Echiquier's 13F filing for Q2 2024, filed 18 Jul 2024.