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NET
CLOUDFLARE INC
$175.45
$2.56 (1.48%)
Last Close: 2021-10-20
Add to My Stocks
NET63.06% above Q2 High
$82.78 
Q2 Avg
$175.45 last close
NET
$66.65
$180.77
04-01
06-30
10-20
$66.65 Q2 Low
$107.6 Q2 High
$175.45 last close
HedgeMind 
Core Managers
391
HedgeMind 
Hedge Funds
Institutional
 Investors
NET – Stock Holders
All
28
37,461,747 SH
New Buy
7
886,977 SH
Increased
5
31,725,722 SH
Unchanged
7
2,307,577 SH
Decreased
9
2,541,471 SH
Sold Out
5
1,895,938 SH
High Conviction
6
1,781,651 SH
Sort by
Fund Manager
Company Name
Portfolio Weight
# of Shares
Shares Change
Change Rate
Andrew Telfer
BAILLIE GIFFORD CO
30,267,184 SH
+271,966 SH
1.54% P.W.
0.90% new
Frank Sands
SANDS CAPITAL MANAGEMENT LLC
1,033,887 SH
+116,140 SH
0.19% P.W.
11.23% new
Catherine Wood
ARK INVESTMENT MANAGEMENT LLC
613,639 SH
-328,827 SH
0.12% P.W.
34.89% sold
Amish Mehta
SQN INVESTORS LP
524,657 SH
-92,632 SH
3% P.W.
15.01% sold
Hamilton Helmer
STRATEGY CAPITAL LLC
510,107 SH
+510,107 SH
5.53% P.W.
100% new
David Atterbury
WHETSTONE CAPITAL ADVISORS LLC
506,569 SH
-11,872 SH
10% P.W.
2.29% sold
James Crichton
HITCHWOOD CAPITAL MANAGEMENT LP
500,000 SH
0 SH
0.97% P.W.
(unchanged)
Babak Poushanchi
COTA CAPITAL MANAGEMENT LLC
493,891 SH
0 SH
9.07% P.W.
(unchanged)
Ron Baron
BAMCO INC NY
408,841 SH
0 SH
0.1% P.W.
(unchanged)
Joel Ramin
12 WEST CAPITAL MANAGEMENT LP
353,200 SH
0 SH
1.57% P.W.
(unchanged)
John Wang
OPTIMUS PRIME FUND MANAGEMENT CO LTD
276,645 SH
0 SH
1.98% P.W.
(unchanged)
Mark Moore
THORNTREE CAPITAL PARTNERS LP
271,022 SH
-13,937 SH
3.87% P.W.
4.89% sold
Brad Farber
ATIKA CAPITAL MANAGEMENT LLC
236,000 SH
+34,000 SH
1.97% P.W.
14.41% new
Adam Parker
CENTER LAKE CAPITAL MANAGEMENT LLC
235,000 SH
-35,000 SH
3.57% P.W.
12.96% sold
Francisco Alfaro
MIURA GLOBAL MANAGEMENT LLC
190,000 SH
-160,000 SH
3.67% P.W.
45.71% sold
Chase Coleman
TIGER GLOBAL MANAGEMENT LLC
175,000 SH
0 SH
0.03% P.W.
(unchanged)
Richard Walters
STONY POINT CAPITAL LLC
154,984 SH
+36,884 SH
4.29% P.W.
23.80% new
Peter Park
PARK WEST ASSET MANAGEMENT LLC
140,000 SH
-97,500 SH
0.42% P.W.
41.05% sold
Nicholas Romano
AO ASSET MANAGEMENT LLC
125,000 SH
+125,000 SH
0.92% P.W.
100% new
Hari Hariharan
NWI MANAGEMENT LP
100,000 SH
+100,000 SH
0.65% P.W.
100% new
Colin McNay
TELEMARK ASSET MANAGEMENT LLC
100,000 SH
+100,000 SH
0.84% P.W.
100% new
Kevin Landis
FIRSTHAND CAPITAL MANAGEMENT INC
100,000 SH
0 SH
2.65% P.W.
(unchanged)
Robert Smith
VISTA EQUITY PARTNERS MANAGEMENT LLC
44,484 SH
-54,722 SH
0.05% P.W.
55.16% sold
Andrew Sandler
SANDLER CAPITAL MANAGEMENT
34,920 SH
+34,920 SH
0.29% P.W.
100% new
Joel Shulman
CAPITAL IMPACT ADVISORS LLC
33,667 SH
+25,627 SH
1.15% P.W.
76.12% new
Ken Xu
BOSVALEN ASSET MANAGEMENT LTD
16,100 SH
-5,400 SH
0.93% P.W.
25.12% sold
Glen Kacher
LIGHT STREET CAPITAL MANAGEMENT LLC
10,850 SH
+10,850 SH
0.05% P.W.
100% new
William Oneil
ONEIL GLOBAL ADVISORS INC
6,100 SH
+6,100 SH
0.2% P.W.
100% new
John Horseman
HORSEMAN CAPITAL MANAGEMENT LTD
0 SH
-15,000 SH
<0.01% P.W.
100% sold
Jeffrey Helman
ENGLE CAPITAL MANAGEMENT L P
0 SH
-36,000 SH
<0.01% P.W.
100% sold
James Berylson
BERYLSON CAPITAL PARTNERS LLC
0 SH
-74,200 SH
<0.01% P.W.
100% sold
Stanley Druckenmiller
DUQUESNE FAMILY OFFICE LLC
0 SH
-96,738 SH
<0.01% P.W.
100% sold
Panayotis Sparaggis
ALKEON CAPITAL MANAGEMENT LLC
0 SH
-1,674,000 SH
<0.01% P.W.
100% sold
5%+ Shareholders
13D-G Filings Since 2021-01-01
BAILLIE GIFFORD CO
Andrew Telfer
NET
29,862,238 SH
12.77% Ownership
06:40:04
2021-01-07
Core Consensus Ratings
2021-06-30 to 2021-10-20
Neutral
HedgeMind Stock Rating
98
Popularity Rank
HedgeMind Sentiment
36%
42%
100
0
Q3
11
78
Q4
79
14
20Q1
50
44
Q2
68
24
Q3
56
32
Q4
38
50
21Q1
36
42
Q2
Q3
Q4
NET
$14.62
$180.77
47.85
81.08
114.31
147.54
Key Stats
2021-06-302021-10-20
21Q2Q/Q Change
Total # of Holders 28 +2
Holders % of Core Managers 7.16% +0.56 pp
Total Shares Held 37.46M -1.32M
Share Inflows 1.37M -1.37M
Share Outflows 2.70M -819.42K
PUT/CALL Ration/a 
Shares In PUT0.00 
Shares In CALL0.00 
Holders % of Core Managers
Q3
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
Q3
Q4
$14.62
$180.77
56.16
97.70
139.23
2%
4%
6%
NET
8%
Shares Held by Core Managers
Q3
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
Q3
Q4
$14.62
$180.77
56.16
97.70
139.23
10.00M
20.00M
30.00M
NET
40.00M
Share & Money Flows
Q3
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
Q3
Q4
$14.62
$180.77
42.31
70.00
97.70
125.39
153.08
-5.00M
0.00
5.00M
10.00M
15.00M
NET
20.00M
Share Inflows
Share Outflows
Q3
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
Q3
Q4
$14.62
$180.77
42.31
70.00
97.70
125.39
153.08
-200.00M
0.00
200.00M
400.00M
600.00M
NET
$800.00M
Money Inflows
Money Outflows
Key Terms
HedgeMind Core Managers
HedgeMind Core Managers represents 300+ of HedgeMind Hedge Funds that we believe are most valuable for investors to follow and invest alongside. They are hedge fund managers who select investments based on fundamental analysis, construct conviction-weighted portfolio, and maintain a long-term investment strategy.
HedgeMind Hedge Funds
HedgeMind Hedge Funds consists of 440+ hedge funds that HedgeMind meticulously analyzed and selected from 4,400+ institutional investors. They represent some of the most successful hedge funds in the world.
HedgeMind Sentiment
HedgeMind Sentiment measures the percentage of HedgeMind Hedge Funds whose managers expressed bullish (buying), bearish (selling), and neutral views on the stock through factors including trading activities, position weight, and relative size of changes. It is calculated on quarterly basis.
HedgeMind Stock Rating
HedgeMind Stock Rating combines all HedgeMind'ss key metrics and indicators including HedgeMind Sentiment, changes in shares held by hedge funds and number of holders, and trends of these analytic metrics to rate stock as Accumulate, Neutral, and Reduce. Investors can use HedgeMind Stock Rating as your starting point to search for stocks to buy or sell and further perform your own due diligence.
High-Conviction Holders
High-Conviction Holders are hedge funds that hold a stock as a top 10 holding in their portfolios.
Institutional Investors
Institutional Investors include all hedge funds, mutual funds, pension funds, endowment funds, and other institutions that must report US exchanged equity holdings on Form 13F with SEC.
Money Inflows
Money Inflows represents the total amount of new money that a hedge fund invested to buy stocks in the latest filing period.
Money Outflows
Money Outflows represents the total amount of money that a hedge fund cashed out by selling stocks in the latest filing period.
Put/Call Ratio
(Put Options Held by Hedge Funds) / (Call Options Held by Hedge Funds). It can be used to gauge overall sentiment of hedge funds regarding a particular stock expressed through their option holdings.
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