MAM
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Martingale Asset Management’s Cloudflare NET Stock Holding History

Martingale Asset 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
2021
Q4 		– Sell
-8,866
Closed -$999K – 867
2021
Q3 		$999K Sell
8,866
-18,322
-67% -$2.19M 0.01% 510
2021
Q2 		$2.88M Sell
27,188
-141,771
-84% -$11.7M 0.03% 216
2021
Q1 		$11.9M Buy
168,959
+144,750
+598% +$11.2M 0.14% 168
2020
Q4 		$1.84M Buy
+24,209
New +$1.59M 0.02% 300

Other funds holding NET

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Martingale Asset Management's NET Position: Q4 2021 in Review

Martingale Asset Management sold out of Cloudflare (NET) in Q4 2021, closing a stake of 8,866 shares — an estimated $999K sold.

Martingale Asset Management first reported a position in NET in Q4 2020 and held it in 4 quarters. The position peaked at $11.9M in Q1 2021. 680 funds tracked by Wall St. Rank hold NET as of Q4 2021.

  • Martingale Asset Management reported no remaining Cloudflare position as of Q4 2021 after selling out during the quarter.
  • Martingale Asset Management sold 8,866 Cloudflare shares in Q4 2021, an estimated $999K.
  • Martingale Asset Management first reported a position in Cloudflare in Q4 2020 and held it in 4 quarters.
  • Martingale Asset Management's Cloudflare position peaked at $11.9M in Q1 2021.
  • 680 funds tracked by Wall St. Rank held Cloudflare as of Q4 2021.

Based on Martingale Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.