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Venrock Associates V. Lp

NET
10% OWNER · CLOUDFLARE, INC. · CIK 0001391289
FILING MIX · LIFETIME16%/84%
BUYS
3
SELLS
16
TOTAL VALUE
$451.70M
COMPANIES
1
ACTIVE SINCE
Mar 2020
HOLDINGS NOW
19,797,936
AVG SELL PX
$32.26
TRADE KIND
SHOWING 19 / 19
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
9 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Venrock Associates V. Lp, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d9+100.00%-4.95%+1.48%-6.43%-7.37%—
14d9+66.67%-3.64%+3.10%-6.74%-7.72%—
30d9+0.00%+7.04%+5.82%+1.22%-0.22%—
60d9+33.33%+17.61%+10.01%+7.59%+12.72%—
90d9+0.00%+30.03%+13.82%+16.21%+13.56%—
180d9+0.00%+114.28%+22.97%+91.30%+96.34%—
1y9+0.00%+168.60%+45.05%+123.55%+127.78%—
2y9+0.00%+140.65%+43.63%+97.02%+50.64%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
NET · 19,797,936 shares · as of Nov 18, 2020
09,428,57718,857,15428,285,73037,714,307SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2020
2020
2020
FLOW · 3 buys / 16 sellsCOVERAGE · 4 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
NET
CLOUDFLARE, INC.
SALE
1,336,680——19,797,936Nov 18, 2020Nov 18, 2020 ↗View →
NET
CLOUDFLARE, INC.
SALE
3,663,320——21,134,616Nov 16, 2020Nov 18, 2020 ↗View →
NET
CLOUDFLARE, INC.
SALE
805,071——24,797,936Oct 15, 2020Oct 15, 2020 ↗View →
NET
CLOUDFLARE, INC.
SALE
2,194,929——25,603,007Oct 13, 2020Oct 15, 2020 ↗View →
NET
CLOUDFLARE, INC.
SALE
148,394$37.60$5.58M589,294Jul 6, 2020Jul 8, 2020 ↗View →
NET
CLOUDFLARE, INC.
SALE
6,316,105$37.60$237.49M25,082,097Jul 6, 2020Jul 8, 2020 ↗View →
NET
CLOUDFLARE, INC.
SALE
535,501$37.60$20.13M2,126,545Jul 6, 2020Jul 8, 2020 ↗View →
NET
CLOUDFLARE, INC.
SALE
2,706,902$29.50$79.85M31,398,202May 15, 2020May 19, 2020 ↗View →
NET
CLOUDFLARE, INC.
SALE
229,500$29.50$6.77M2,662,046May 15, 2020May 19, 2020 ↗View →
NET
CLOUDFLARE, INC.
SALE
63,598$29.50$1.88M737,688May 15, 2020May 19, 2020 ↗View →
NET
CLOUDFLARE, INC.
SALE
306,000$25.00$7.65M2,891,546Apr 20, 2020Apr 22, 2020 ↗View →
NET
CLOUDFLARE, INC.
SALE
84,797$25.00$2.12M801,286Apr 20, 2020Apr 22, 2020 ↗View →
NET
CLOUDFLARE, INC.
SALE
3,609,203$25.00$90.23M34,105,104Apr 20, 2020Apr 22, 2020 ↗View →
NET
CLOUDFLARE, INC.
PURCHASE
875,700——886,083Mar 25, 2020Mar 25, 2020 ↗View →
NET
CLOUDFLARE, INC.
SALE
37,272,400——0Mar 25, 2020Mar 25, 2020 ↗View →
NET
CLOUDFLARE, INC.
SALE
875,700——0Mar 25, 2020Mar 25, 2020 ↗View →
NET
CLOUDFLARE, INC.
PURCHASE
37,272,400——37,714,307Mar 25, 2020Mar 25, 2020 ↗View →
NET
CLOUDFLARE, INC.
PURCHASE
3,160,080——3,197,546Mar 25, 2020Mar 25, 2020 ↗View →
NET
CLOUDFLARE, INC.
SALE
3,160,080——0Mar 25, 2020Mar 25, 2020 ↗View →
Other insiders · NET
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About this filer
CIK 0001391289
ROLE
10% Owner
PRIMARY
NET
COMPANIES
1
ACTIVE SINCE
Mar 2020
MARKETPEEL · /INSIDER/0001391289DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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