CRWM
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Castle Rock Wealth Management’s Cloudflare NET Stock Holding History

Castle Rock Wealth Management’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$313K Hold
882
– – 0.06% 219
2026
Q2 		$217K Sell
882
-12,269
-93% -$2.68M 0.04% 262
2026
Q1 		$2.78M Sell
13,151
-111
-0.8% -$21.2K 0.6% 43
2025
Q4 		$2.22M Buy
13,262
+272
+2% +$57.5K 0.48% 59
2025
Q3 		$2.87M Buy
12,990
+47
+0.4% +$9.6K 0.63% 40
2025
Q2 		$2.57M Buy
12,943
+1,229
+10% +$178K 0.6% 43
2025
Q1 		$1.33M Sell
11,714
-3,760
-24% -$498K 0.36% 79
2024
Q4 		$2.65M Sell
15,474
-5,991
-28% -$585K 0.63% 37
2024
Q3 		$1.76M Buy
21,465
+2,684
+14% +$216K 0.42% 69
2024
Q2 		$1.58M Buy
18,781
+991
+6% +$80K 0.39% 72
2024
Q1 		$1.57M Sell
17,790
-525
-3% -$47.5K 0.43% 64
2023
Q4 		$1.4M Buy
18,315
+419
+2% +$29.3K 0.42% 60
2023
Q3 		$1.11M Buy
+17,896
New +$1.15M 0.37% 71
2022
Q4 		– Sell
-11,926
Closed -$596K – 227
2022
Q3 		$596K Buy
+11,926
New +$708K 0.3% 87
2022
Q1 		– Sell
-10,464
Closed -$927K – 253
2021
Q4 		$927K Sell
10,464
-1,836
-15% -$308K 0.38% 72
2021
Q3 		$2.58M Sell
12,300
-326
-3% -$38.9K 0.88% 25
2021
Q2 		$1.58M Sell
12,626
-188
-1% -$15.6K 0.58% 50
2021
Q1 		$967K Buy
12,814
+1,189
+10% +$91.6K 0.39% 95
2020
Q4 		$970K Sell
11,625
-7,462
-39% -$489K 0.4% 76
2020
Q3 		$1.05M Buy
19,087
+10,854
+132% +$416K 0.69% 46
2020
Q2 		$348K Buy
+8,233
New +$230K 0.2% 144

Other funds holding NET

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
DR
Davis Rea Toronto, Ontario, Canada $379M AUM 11.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Castle Rock Wealth Management's NET Position: Q3 2026 in Review

Castle Rock Wealth Management held its Cloudflare (NET) position steady in Q3 2026 at 882 shares worth $313K. The position accounts for 0.06% of the portfolio, ranked #219.

Castle Rock Wealth Management first reported a position in NET in Q2 2020 and has held it in 21 quarters since. The position peaked at $2.87M in Q3 2025. 146 funds tracked by Wall St. Rank hold NET as of Q3 2026.

  • Castle Rock Wealth Management held 882 shares of Cloudflare worth $313K as of Q3 2026.
  • Castle Rock Wealth Management left its Cloudflare share count unchanged in Q3 2026.
  • Cloudflare made up 0.06% of Castle Rock Wealth Management's portfolio in Q3 2026, its #219 holding.
  • Castle Rock Wealth Management first reported a position in Cloudflare in Q2 2020 and has held it in 21 quarters since.
  • Castle Rock Wealth Management's Cloudflare position peaked at $2.87M in Q3 2025.
  • 146 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.