SCM
Sandler Capital Management’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Sell |
14,678
-6,915
| -32% | -$1.35M | 0.78% | 40 |
|
|
2025
Q1 | $2.43M | Sell |
21,593
-82,775
| -79% | -$9.33M | 0.61% | 54 |
|
|
2024
Q4 | $11.2M | Buy |
+104,368
| New | +$11.2M | 1.17% | 3 |
|
|
2021
Q3 | – | Sell |
-34,920
| Closed | -$3.7M | – | 111 |
|
|
2021
Q2 | $3.7M | Buy |
+34,920
| New | +$3.7M | 0.29% | 77 |
|