Ring Mountain Capital
NET icon

Ring Mountain Capital’s Cloudflare NET Stock Holding History

Ring Mountain Capital’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 		$844K Hold
2,429
– – 0.34% 43
2026
Q2 		$596K Sell
2,429
-360
-13% -$78.8K 0.25% 55
2026
Q1 		$575K Sell
2,789
-4
-0.1% -$763 0.31% 49
2025
Q4 		$514K Hold
2,793
– – 0.26% 53
2025
Q3 		$599K Sell
2,793
-633
-18% -$129K 0.33% 43
2025
Q2 		$676K Sell
3,426
-434
-11% -$63K 0.41% 38
2025
Q1 		$435K Sell
3,860
-9,468
-71% -$1.26M 0.33% 50
2024
Q4 		$1.44M Buy
+13,328
New +$1.3M 0.96% 23

Other funds holding NET

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Ring Mountain Capital's NET Position: Q3 2026 in Review

Ring Mountain Capital held its Cloudflare (NET) position steady in Q3 2026 at 2,429 shares worth $844K. The position accounts for 0.34% of the portfolio, ranked #43.

Ring Mountain Capital first reported a position in NET in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.44M in Q4 2024. 527 funds tracked by Wall St. Rank hold NET as of Q3 2026.

  • Ring Mountain Capital held 2,429 shares of Cloudflare worth $844K as of Q3 2026.
  • Ring Mountain Capital left its Cloudflare share count unchanged in Q3 2026.
  • Cloudflare made up 0.34% of Ring Mountain Capital's portfolio in Q3 2026, its #43 holding.
  • Ring Mountain Capital first reported a position in Cloudflare in Q4 2024 and has held it in 8 quarters since.
  • Ring Mountain Capital's Cloudflare position peaked at $1.44M in Q4 2024.
  • 527 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on Ring Mountain Capital's 13F filing for Q3 2026, filed 13 Oct 2026.