LCG
NET icon

Lisanti Capital Growth’s Cloudflare NET Stock Holding History

Lisanti Capital Growth’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
2021
Q3 		– Sell
-39,990
Closed -$4.23M – 158
2021
Q2 		$4.23M Buy
39,990
+13,796
+53% +$1.14M 0.52% 81
2021
Q1 		$1.84M Sell
26,194
-2,720
-9% -$210K 0.24% 112
2020
Q4 		$2.2M Buy
28,914
+8,770
+44% +$575K 0.3% 100
2020
Q3 		$827K Sell
20,144
-184,041
-90% -$7.05M 0.15% 107
2020
Q2 		$7.34M Buy
+204,185
New +$5.7M 1.5% 15

Other funds holding NET

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lisanti Capital Growth's NET Position: Q3 2021 in Review

Lisanti Capital Growth sold out of Cloudflare (NET) in Q3 2021, closing a stake of 39,990 shares — an estimated $4.23M sold.

Lisanti Capital Growth first reported a position in NET in Q2 2020 and held it in 5 quarters. The position peaked at $7.34M in Q2 2020. 618 funds tracked by Wall St. Rank hold NET as of Q3 2021.

  • Lisanti Capital Growth reported no remaining Cloudflare position as of Q3 2021 after selling out during the quarter.
  • Lisanti Capital Growth sold 39,990 Cloudflare shares in Q3 2021, an estimated $4.23M.
  • Lisanti Capital Growth first reported a position in Cloudflare in Q2 2020 and held it in 5 quarters.
  • Lisanti Capital Growth's Cloudflare position peaked at $7.34M in Q2 2020.
  • 618 funds tracked by Wall St. Rank held Cloudflare as of Q3 2021.

Based on Lisanti Capital Growth's 13F filing for Q3 2021, filed 3 Nov 2021.