Vista Equity Partners Management’s Cloudflare NET Stock Holding History

Vista Equity Partners 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	–	Sell	-112,294	Closed	-$6.21M	–	31
2022 Q3	$6.21M	Buy	+112,294	New	+$6.67M	0.1%	28
2022 Q2	–	Sell	-40,589	Closed	-$4.86M	–	29
2022 Q1	$4.86M	Sell	40,589 -110,750	-73%	-$11.5M	0.04%	31
2021 Q4	$19.9M	Sell	151,339 -32,863	-18%	-$5.51M	0.15%	27
2021 Q3	$20.8M	Buy	184,202 +139,718	+314%	+$16.7M	0.2%	19
2021 Q2	$4.71M	Sell	44,484 -54,722	-55%	-$4.53M	0.05%	33
2021 Q1	$6.97M	Sell	99,206 -396,550	-80%	-$30.6M	0.1%	32
2020 Q4	$37.7M	Buy	495,756 +313,926	+173%	+$20.6M	0.51%	9
2020 Q3	$7.47M	Buy	+181,830	New	+$6.96M	0.14%	34
2019 Q4	–	Sell	-50,000	Closed	-$929K	–	29
2019 Q3	$929K	Buy	+50,000	New	+$967K	0.06%	26

Other funds holding NET

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

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

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

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

Vista Equity Partners Management's NET Position: Q4 2022 in Review

Vista Equity Partners Management sold out of Cloudflare (NET) in Q4 2022, closing a stake of 112,294 shares — an estimated $6.21M sold.

Vista Equity Partners Management first reported a position in NET in Q3 2019 and held it in 9 quarters. The position peaked at $37.7M in Q4 2020. 550 funds tracked by Wall St. Rank hold NET as of Q4 2022.

Vista Equity Partners Management reported no remaining Cloudflare position as of Q4 2022 after selling out during the quarter.
Vista Equity Partners Management sold 112,294 Cloudflare shares in Q4 2022, an estimated $6.21M.
Vista Equity Partners Management first reported a position in Cloudflare in Q3 2019 and held it in 9 quarters.
Vista Equity Partners Management's Cloudflare position peaked at $37.7M in Q4 2020.
550 funds tracked by Wall St. Rank held Cloudflare as of Q4 2022.

Based on Vista Equity Partners Management's 13F filing for Q4 2022, filed 14 Feb 2023.