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Renaissance Capital’s Cloudflare NET Stock Holding History

Renaissance Capital’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
Q3 		– Sell
-126,389
Closed -$5.53M – 83
2022
Q2 		$5.53M Buy
126,389
+44,166
+54% +$3.18M 2.94% 9
2022
Q1 		$9.84M Sell
82,223
-23,144
-22% -$2.41M 4.18% 5
2021
Q4 		$13.9M Sell
105,367
-18,467
-15% -$3.09M 3.56% 6
2021
Q3 		$13.9M Sell
123,834
-160,053
-56% -$19.1M 2.81% 9
2021
Q2 		$30M Buy
283,887
+120,177
+73% +$9.95M 4.75% 5
2021
Q1 		$11.5M Sell
163,710
-40,359
-20% -$3.11M 1.7% 18
2020
Q4 		$15.5M Buy
+204,069
New +$13.4M 2.12% 12

Other funds holding NET

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Renaissance Capital's NET Position: Q3 2022 in Review

Renaissance Capital sold out of Cloudflare (NET) in Q3 2022, closing a stake of 126,389 shares — an estimated $5.53M sold.

Renaissance Capital first reported a position in NET in Q4 2020 and held it in 7 quarters. The position peaked at $30M in Q2 2021. 563 funds tracked by Wall St. Rank hold NET as of Q3 2022.

  • Renaissance Capital reported no remaining Cloudflare position as of Q3 2022 after selling out during the quarter.
  • Renaissance Capital sold 126,389 Cloudflare shares in Q3 2022, an estimated $5.53M.
  • Renaissance Capital first reported a position in Cloudflare in Q4 2020 and held it in 7 quarters.
  • Renaissance Capital's Cloudflare position peaked at $30M in Q2 2021.
  • 563 funds tracked by Wall St. Rank held Cloudflare as of Q3 2022.

Based on Renaissance Capital's 13F filing for Q3 2022, filed 6 Oct 2022.