NET position history
The shares of Cloudflare (NET) that BAMCO Inc (Baron Capital) reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 400,312 shares, $45M, 0.10% of portfolio
- 2021 Q4: 418,035 shares, $55M, 0.12% of portfolio, Add +4.4%
- 2022 Q1: 509,930 shares, $61M, 0.15% of portfolio, Add +22.0%
- 2022 Q2: 681,901 shares, $30M, 0.10% of portfolio, Add +33.7%
- 2022 Q3: 764,489 shares, $42M, 0.14% of portfolio, Add +12.1%
- 2022 Q4: 840,185 shares, $38M, 0.13% of portfolio, Add +9.9%
- 2023 Q1: 890,156 shares, $55M, 0.16% of portfolio, Add +5.9%
- 2023 Q2: 932,443 shares, $61M, 0.17% of portfolio, Add +4.8%
- 2023 Q3: 939,529 shares, $59M, 0.17% of portfolio, Add +0.8%
- 2023 Q4: 935,285 shares, $78M, 0.21% of portfolio, Reduce −0.5%
- 2024 Q1: 845,046 shares, $82M, 0.22% of portfolio, Reduce −9.6%
- 2024 Q2: 864,163 shares, $72M, 0.20% of portfolio, Add +2.3%
- 2024 Q3: 850,480 shares, $69M, 0.18% of portfolio, Reduce −1.6%
- 2024 Q4: 897,555 shares, $97M, 0.25% of portfolio, Add +5.5%
- 2025 Q1: 834,882 shares, $94M, 0.28% of portfolio, Reduce −7.0%
- 2025 Q2: 506,473 shares, $99M, 0.27% of portfolio, Reduce −39.3%
- 2025 Q3: 454,234 shares, $97M, 0.26% of portfolio, Reduce −10.3%
- 2025 Q4: 409,604 shares, $81M, 0.22% of portfolio, Reduce −9.8%
- 2026 Q1: 457,324 shares, $94M, 0.28% of portfolio, Add +11.7%
- 2026 Q2: 471,598 shares, $116M, 0.17% of portfolio, Add +3.1%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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