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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
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

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ring Mountain Capital's NET Position: Q2 2026 in Review

Ring Mountain Capital reduced its Cloudflare (NET) stake by 13% in Q2 2026, selling an estimated $78.8K and leaving 2,429 shares worth $596K. The position accounts for 0.25% of the portfolio, ranked #55.

Ring Mountain Capital first reported a position in NET in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.44M in Q4 2024. 1,226 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Ring Mountain Capital held 2,429 shares of Cloudflare worth $596K as of Q2 2026.
  • Ring Mountain Capital sold 360 Cloudflare shares in Q2 2026, an estimated $78.8K.
  • Cloudflare made up 0.25% of Ring Mountain Capital's portfolio in Q2 2026, its #55 holding.
  • Ring Mountain Capital first reported a position in Cloudflare in Q4 2024 and has held it in 7 quarters since.
  • Ring Mountain Capital's Cloudflare position peaked at $1.44M in Q4 2024.
  • 1,226 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Ring Mountain Capital's 13F filing for Q2 2026, filed 11 Aug 2026.