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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
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

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ring Mountain Capital's NET Position: Q1 2026 in Review

Ring Mountain Capital reduced its Cloudflare (NET) stake by 0.14% in Q1 2026, selling an estimated $763 and leaving 2,789 shares worth $575K. The position accounts for 0.31% of the portfolio, ranked #49.

Ring Mountain Capital first reported a position in NET in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.44M in Q4 2024. 1,132 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Ring Mountain Capital held 2,789 shares of Cloudflare worth $575K as of Q1 2026.
  • Ring Mountain Capital sold 4 Cloudflare shares in Q1 2026, an estimated $763.
  • Cloudflare made up 0.31% of Ring Mountain Capital's portfolio in Q1 2026, its #49 holding.
  • Ring Mountain Capital first reported a position in Cloudflare in Q4 2024 and has held it in 6 quarters since.
  • Ring Mountain Capital's Cloudflare position peaked at $1.44M in Q4 2024.
  • 1,132 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Ring Mountain Capital's 13F filing for Q1 2026, filed 1 May 2026.