SEC 13F Intelligence

Jag Capital Management, LLC / NET

Jag Capital Management, LLC’s Cloudflare Inc Position

Does Jag Capital Management, LLC own Cloudflare Inc (NET)? Not currently — the last reported position was 212.6K shares worth $15M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$15M
Q1 2022
Shares
212.6K
% of Portfolio
+1.48%
Quarters Held
3
position exited

Position History NET

Reported value by quarter
Q4 ’20: $18MQ4 ’20Q1 ’21: $17MQ1 ’21Q1 ’22: $15MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2022212.6K$15M+1.48%
Q1 2021244.7K$17M+1.52%
Q4 2020242.6K$18M+1.66%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jag Capital Management, LLC’s full portfolio or all institutional holders of NET.