Seven Eight Capital’s Cloudflare NET Stock Holding History

Seven Eight 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
2024 Q4	–	Sell	-11,455	Closed	-$927K	–	411
2024 Q3	$927K	Buy	11,455 +2,863	+33%	+$230K	0.08%	423
2024 Q2	$712K	Sell	8,592 -40,498	-82%	-$3.27M	0.07%	443
2024 Q1	$4.75M	Buy	+49,090	New	+$4.44M	0.5%	46
2023 Q3	–	Sell	-33,214	Closed	-$2.17M	–	692
2023 Q2	$2.17M	Buy	+33,214	New	+$1.98M	0.36%	90
2023 Q1	–	Sell	-40,602	Closed	-$1.84M	–	552
2022 Q4	$1.84M	Buy	+40,602	New	+$2.01M	0.48%	57
2022 Q3	–	Sell	-21,353	Closed	-$934K	–	578
2022 Q2	$934K	Buy	+21,353	New	+$1.54M	0.38%	88
2022 Q1	–	Sell	-14,384	Closed	-$1.89M	–	642
2021 Q4	$1.89M	Buy	+14,384	New	+$2.41M	0.34%	87
2021 Q3	–	Sell	-7,596	Closed	-$804K	–	678
2021 Q2	$804K	Sell	7,596 -487	-6%	-$40.3K	0.11%	316
2021 Q1	$614K	Hold	8,083	–	–	0.14%	234
2020 Q4	$614K	Buy	+8,083	New	+$530K	0.14%	237

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Seven Eight Capital's NET Position: Q4 2024 in Review

Seven Eight Capital sold out of Cloudflare (NET) in Q4 2024, closing a stake of 11,455 shares — an estimated $927K sold.

Seven Eight Capital first reported a position in NET in Q4 2020 and held it in 10 quarters. The position peaked at $4.75M in Q1 2024. 771 funds tracked by Wall St. Rank hold NET as of Q4 2024.

Seven Eight Capital reported no remaining Cloudflare position as of Q4 2024 after selling out during the quarter.
Seven Eight Capital sold 11,455 Cloudflare shares in Q4 2024, an estimated $927K.
Seven Eight Capital first reported a position in Cloudflare in Q4 2020 and held it in 10 quarters.
Seven Eight Capital's Cloudflare position peaked at $4.75M in Q1 2024.
771 funds tracked by Wall St. Rank held Cloudflare as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.