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Whale Rock Capital Management’s Cloudflare NET Stock Holding History

Whale Rock Capital 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
Q1 		– Sell
-1,130,399
Closed -$149M – 57
2021
Q4 		$149M Buy
+1,130,399
New +$189M 1.26% 24
2021
Q1 		– Sell
-567,978
Closed -$43.2M – 56
2020
Q4 		$43.2M Buy
+567,978
New +$37.2M 0.29% 46
2020
Q3 		– Sell
-3,456,057
Closed -$124M – 54
2020
Q2 		$124M Sell
3,456,057
-912,756
-21% -$25.5M 0.99% 37
2020
Q1 		$103M Buy
+4,368,813
New +$85M 1.4% 34

Other funds holding NET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whale Rock Capital Management's NET Position: Q1 2022 in Review

Whale Rock Capital Management sold out of Cloudflare (NET) in Q1 2022, closing a stake of 1,130,399 shares — an estimated $149M sold.

Whale Rock Capital Management first reported a position in NET in Q1 2020 and held it in 4 quarters. The position peaked at $149M in Q4 2021. 640 funds tracked by Wall St. Rank hold NET as of Q1 2022.

  • Whale Rock Capital Management reported no remaining Cloudflare position as of Q1 2022 after selling out during the quarter.
  • Whale Rock Capital Management sold 1,130,399 Cloudflare shares in Q1 2022, an estimated $149M.
  • Whale Rock Capital Management first reported a position in Cloudflare in Q1 2020 and held it in 4 quarters.
  • Whale Rock Capital Management's Cloudflare position peaked at $149M in Q4 2021.
  • 640 funds tracked by Wall St. Rank held Cloudflare as of Q1 2022.

Based on Whale Rock Capital Management's 13F filing for Q1 2022, filed 16 May 2022.