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BEARING POINT CAPITAL, LLC

Position in NET — Cloudflare, Inc.

CIK 2052916 BLOOMINGTON, MN

Position in NET

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$11,697,157
+$2,375,748 QoQ
Shares Held
47,689
+5.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.88%
of 13F equity value
Holder Rank
#260
of 1,214 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NET Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

BEARING POINT CAPITAL, LLC holds $54,508,629 across 4 Software - Infrastructure names. NET ranks #3 (21.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 NET
Cloudflare, Inc.
This page
47,689 $11,697,157

All Filings in NET

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,697,157 47,689
2026-03-31 $9,321,409 45,175
2025-12-31 $8,780,863 44,539
2025-09-30 $8,598,621 40,070
2025-06-30 $7,848,278 40,077
2025-03-31 $4,194,772 37,224
2024-12-31 $3,074,910 28,556