CLOUDFLARE INC

Ticker: NET CUSIP: 18915M107 Class: CL A COM

Note: Option positions (PUT/CALL) are excluded.

New Positions (115)

Increased Positions (391)

DAVIS-REA LTD.
Value ($000) $14,111 (+7.3%) Shares 71,576 (+16.8%)
Amitell Capital Pte Ltd
Value ($000) $2,630 (+3.0%) Shares 13,341 (+12.2%)
Grandeur Peak Global Advisors, LLC
Value ($000) $16,537 (+31.0%) Shares 83,878 (+42.6%)
Teamwork Financial Advisors, LLC
Value ($000) $12,666 (+2653.1%) Shares 64,248 (+2896.6%)
Private Advisory Group LLC
Value ($000) $16,538 (+44.1%) Shares 83,886 (+56.9%)
Williamson Legacy Group, LLC
Value ($000) $1,976 (+28.9%) Shares 10,021 (+40.4%)
Greycroft LP
Value ($000) $1,577 (+83.7%) Shares 8,000 (+100.0%)
TWO SIGMA ADVISERS, LP
Value ($000) $461,331 (+40.1%) Shares 2,340,000 (+52.5%)
Teza Capital Management LLC
Value ($000) $332 (+46.6%) Shares 1,685 (+59.6%)
Parkwood LLC
Value ($000) $21 (+11.0%) Shares 106,014 (+20.8%)
Optas, LLC
Value ($000) $3,016 (+1038.0%) Shares 15,298 (+1138.7%)
BEARING POINT CAPITAL, LLC
Value ($000) $8,781 (+2.1%) Shares 44,539 (+11.2%)
Virtue Capital Management, LLC
Value ($000) $1,518 (+93.7%) Shares 7,746 (+814.5%)
Numerai GP LLC
Value ($000) $4,508 (+121.4%) Shares 22,867 (+141.0%)
JUPITER ASSET MANAGEMENT LTD
Value ($000) $38,979 (+1815.2%) Shares 197,710 (+1984.7%)
AXQ CAPITAL, LP
Value ($000) $1,985 (+234.8%) Shares 10,068 (+264.4%)
WHITTIER TRUST CO
Value ($000) $61,825 (+19.6%) Shares 312,245 (+30.9%)
Penserra Capital Management LLC
Value ($000) $141 (-2.6%) Shares 715,377 (+6.0%)
JENNISON ASSOCIATES LLC
Value ($000) $367,411 (+729.3%) Shares 1,863,612 (+802.6%)
Newbridge Financial Services Group, Inc.
Value ($000) $4,803 (+13.3%) Shares 24,364 (+23.3%)

Decreased Positions (302)

BERKSHIRE CAPITAL HOLDINGS INC
Value ($000) $2 (-100.0%) Shares 10 (-100.0%)
Strategy Capital LLC
Value ($000) $205,450 (-17.7%) Shares 1,042,099 (-10.4%)
GLYNN CAPITAL MANAGEMENT LLC
Value ($000) $10,386 (-32.1%) Shares 52,682 (-26.1%)
BAILLIE GIFFORD & CO
Value ($000) $3,316,841 (-29.3%) Shares 16,823,947 (-23.0%)
Whetstone Capital Advisors, LLC
Value ($000) $57,771 (-13.5%) Shares 293,031 (-5.8%)
Robocap Asset Management Ltd
Value ($000) $3,233 (-37.6%) Shares 16,401 (-32.1%)
HARTLINE INVESTMENT CORP/
Value ($000) $23,879 (-26.4%) Shares 121,122 (-19.9%)
Polar Capital Holdings Plc
Value ($000) $183,422 (-52.3%) Shares 930,366 (-48.1%)
PEREGRINE CAPITAL MANAGEMENT LLC
Value ($000) $84,445 (-17.6%) Shares 428,331 (-10.4%)
GILDER GAGNON HOWE & CO LLC
Value ($000) $345,892 (-12.2%) Shares 1,754,461 (-4.5%)
Atika Capital Management LLC
Value ($000) $10,824 (-48.5%) Shares 54,900 (-44.0%)
Stony Point Capital LLC
Value ($000) $561 (-96.1%) Shares 2,847 (-95.7%)
Cannon Advisors, Inc.
Value ($000) $2,775 (-20.5%) Shares 14,732 (-8.4%)
Goldstream Capital Management Ltd
Value ($000) $2,878 (-39.5%) Shares 14,600 (-34.2%)
Manchester Global Management (UK) Ltd
Value ($000) $11,732 (-14.6%) Shares 59,510 (-7.0%)
LOUNTZIS ASSET MANAGEMENT, LLC
Value ($000) $5,313 (-13.3%) Shares 26,948 (-5.6%)
SANDS CAPITAL MANAGEMENT, LLC
Value ($000) $735,623 (-10.0%) Shares 3,731,287 (-2.0%)
Capital World Investors
Value ($000) $7,063,158 (-18.8%) Shares 35,825,517 (-11.6%)
Allen Investment Management LLC
Value ($000) $91,461 (-19.0%) Shares 463,917 (-11.9%)
FORA Capital, LLC
Value ($000) $303 (-88.6%) Shares 1,033 (-91.7%)

Exited Positions (115)