Sands Capital Management — NET Trade History
Quarter-by-quarter changes in the CLOUDFLARE INC position · CUSIP 18915M107
Currently held · 5.5 YearsFirst seen: 2021 Q1
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Reduce | 3,239,504 | -422,245 | -11.5% | $794.6M | 2.95% |
| 2026 Q1 | 2026-05-08 | Reduce | 3,661,749 | -69,538 | -1.9% | $755.6M | 2.96% |
| 2025 Q4 | 2026-02-13 | Reduce | 3,731,287 | -77,032 | -2.0% | $735.6M | 2.24% |
| 2025 Q3 | 2025-11-13 | Reduce | 3,808,319 | -1,120,555 | -22.7% | $817.2M | 2.25% |
| 2025 Q2 | 2025-08-13 | Reduce | 4,928,874 | -1,498,572 | -23.3% | $965.2M | 2.77% |
| 2025 Q1 | 2025-05-14 | Reduce | 6,427,446 | -1,338,608 | -17.2% | $724.3M | 2.46% |
| 2024 Q4 | 2025-02-13 | Add | 7,766,054 | 1,421,670 | +22.4% | $836.2M | 2.47% |
| 2024 Q3 | 2024-11-13 | Reduce | 6,344,384 | -124,618 | -1.9% | $513.2M | 1.56% |
| 2024 Q2 | 2024-08-13 | Add | 6,469,002 | 2,880 | +0.0% | $535.8M | 1.57% |
| 2024 Q1 | 2024-05-14 | Reduce | 6,466,122 | -4,127,520 | -39.0% | $626.1M | 1.75% |
| 2023 Q4 | 2024-02-13 | Reduce | 10,593,642 | -413,749 | -3.8% | $882.0M | 2.68% |
| 2023 Q3 | 2023-11-14 | Reduce | 11,007,391 | -397,153 | -3.5% | $693.9M | 2.36% |
| 2023 Q2 | 2023-08-15 | Reduce | 11,404,544 | -3,258,457 | -22.2% | $745.5M | 2.31% |
| 2023 Q1 | 2023-05-12 | Reduce | 14,663,001 | -791,121 | -5.1% | $904.1M | 2.98% |
| 2022 Q4 | 2023-02-13 | Reduce | 15,454,122 | -502,146 | -3.1% | $698.7K | 2.64% |
| 2022 Q3 | 2022-11-09 | Add | 15,956,268 | 312,315 | +2.0% | $882.5M | 3.31% |
| 2022 Q2 | 2022-08-12 | Add | 15,643,953 | 2,093,425 | +15.4% | $684.4M | 2.37% |
| 2022 Q1 | 2022-05-13 | Add | 13,550,528 | 4,731,354 | +53.6% | $1.62B | 3.73% |
| 2021 Q4 | 2022-02-11 | Add | 8,819,174 | 495,797 | +6.0% | $1.16B | 2.15% |
| 2021 Q3 | 2021-11-03 | Add | 8,323,377 | 7,289,490 | +705.1% | $937.6M | 1.56% |
| 2021 Q2 | 2021-08-16 | Add | 1,033,887 | 116,140 | +12.7% | $109.4M | 0.19% |
| 2021 Q1 | 2021-05-17 | New | 917,747 | 917,747 | — | $64.5M | 0.13% |
| 2020 Q4 | 2021-02-17 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-17 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-11 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-14 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-13 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-14 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-14 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-15 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-14 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-15 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-12 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.