NZS Capital’s Cloudflare NET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.8M | Buy |
300,505
+1,109
| +0.4% | +$217K | 2% | 18 |
|
|
2025
Q1 | $33.7M | Buy |
299,396
+21,744
| +8% | +$2.45M | 1.52% | 27 |
|
|
2024
Q4 | $29.9M | Buy |
277,652
+17,015
| +7% | +$1.83M | 1.27% | 31 |
|
|
2024
Q3 | $21.1M | Buy |
260,637
+4,527
| +2% | +$366K | 0.82% | 43 |
|
|
2024
Q2 | $21.2M | Buy |
256,110
+11,754
| +5% | +$974K | 0.87% | 40 |
|
|
2024
Q1 | $23.7M | Sell |
244,356
-34,876
| -12% | -$3.38M | 0.98% | 36 |
|
|
2023
Q4 | $23.2M | Buy |
279,232
+14,751
| +6% | +$1.23M | 1.22% | 29 |
|
|
2023
Q3 | $16.7M | Sell |
264,481
-3,105
| -1% | -$196K | 0.9% | 37 |
|
|
2023
Q2 | $17.5M | Sell |
267,586
-5,775
| -2% | -$378K | 0.88% | 34 |
|
|
2023
Q1 | $16.9M | Buy |
273,361
+46,799
| +21% | +$2.89M | 0.89% | 34 |
|
|
2022
Q4 | $10.2M | Buy |
226,562
+13,244
| +6% | +$599K | 0.88% | 35 |
|
|
2022
Q3 | $11.8M | Buy |
213,318
+22,809
| +12% | +$1.26M | 1.09% | 31 |
|
|
2022
Q2 | $8.34M | Buy |
190,509
+143,467
| +305% | +$6.28M | 0.89% | 37 |
|
|
2022
Q1 | $5.63M | Buy |
47,042
+27,662
| +143% | +$3.31M | 0.57% | 42 |
|
|
2021
Q4 | $2.55M | Sell |
19,380
-72,744
| -79% | -$9.56M | 0.22% | 59 |
|
|
2021
Q3 | $10.4M | Sell |
92,124
-61,159
| -40% | -$6.89M | 1.02% | 35 |
|
|
2021
Q2 | $16.2M | Buy |
+153,283
| New | +$16.2M | 1.49% | 22 |
|