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O'Neil Global Advisors’s Cloudflare NET Stock Holding History

O'Neil Global Advisors’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 		– Sell
-2,758
Closed -$267K – 62
2024
Q1 		$267K Sell
2,758
-74,502
-96% -$6.75M 0.33% 24
2023
Q4 		$6.43M Buy
+77,260
New +$5.4M 3.74% 6
2023
Q2 		– Sell
-62,310
Closed -$3.84M – 100
2023
Q1 		$3.84M Buy
+62,310
New +$3.41M 1.98% 16
2021
Q4 		– Sell
-2,506
Closed -$282K – 86
2021
Q3 		$282K Sell
2,506
-3,594
-59% -$429K 0.22% 65
2021
Q2 		$646K Buy
+6,100
New +$505K 0.2% 53

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 $97.9B AUM 20.73% 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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

O'Neil Global Advisors's NET Position: Q2 2024 in Review

O'Neil Global Advisors sold out of Cloudflare (NET) in Q2 2024, closing a stake of 2,758 shares — an estimated $267K sold.

O'Neil Global Advisors first reported a position in NET in Q2 2021 and held it in 5 quarters. The position peaked at $6.43M in Q4 2023. 652 funds tracked by Wall St. Rank hold NET as of Q2 2024.

  • O'Neil Global Advisors reported no remaining Cloudflare position as of Q2 2024 after selling out during the quarter.
  • O'Neil Global Advisors sold 2,758 Cloudflare shares in Q2 2024, an estimated $267K.
  • O'Neil Global Advisors first reported a position in Cloudflare in Q2 2021 and held it in 5 quarters.
  • O'Neil Global Advisors's Cloudflare position peaked at $6.43M in Q4 2023.
  • 652 funds tracked by Wall St. Rank held Cloudflare as of Q2 2024.

Based on O'Neil Global Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.