PIM
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Perpetual Investment Management’s Cloudflare NET Stock Holding History

Perpetual Investment 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
2022
Q4 		$921K Buy
20,375
+7,000
+52% +$346K 0.11% 115
2022
Q3 		$740K Buy
13,375
+2,000
+18% +$119K 0.11% 124
2022
Q2 		$498K Hold
11,375
– – 0.07% 153
2022
Q1 		$1.36M Buy
11,375
+5,375
+90% +$560K 0.17% 116
2021
Q4 		$789K Buy
+6,000
New +$1.01M 0.09% 144

Other funds holding NET

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 $1.88T AUM 44.46% 1-Year Est. Return

Perpetual Investment Management's NET Position: Q4 2022 in Review

Perpetual Investment Management increased its Cloudflare (NET) stake by 52% in Q4 2022, buying an estimated $346K and bringing the position to 20,375 shares worth $921K. The position accounts for 0.11% of the portfolio, ranked #115.

Perpetual Investment Management first reported a position in NET in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.36M in Q1 2022. 550 funds tracked by Wall St. Rank hold NET as of Q4 2022.

  • Perpetual Investment Management held 20,375 shares of Cloudflare worth $921K as of Q4 2022.
  • Perpetual Investment Management bought 7,000 Cloudflare shares in Q4 2022, an estimated $346K.
  • Cloudflare made up 0.11% of Perpetual Investment Management's portfolio in Q4 2022, its #115 holding.
  • Perpetual Investment Management first reported a position in Cloudflare in Q4 2021 and has held it in 5 quarters since.
  • Perpetual Investment Management's Cloudflare position peaked at $1.36M in Q1 2022.
  • 550 funds tracked by Wall St. Rank held Cloudflare as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.