Asahi Life Asset Management’s Cloudflare NET Stock Holding History

Asahi Life Asset 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 Q2	$281K	Buy	+1,146	New	+$251K	0.16%	150
2025 Q4	–	Sell	-2,099	Closed	-$450K	–	185
2025 Q3	$450K	Buy	+2,099	New	+$429K	0.25%	82
2024 Q1	–	Sell	-4,420	Closed	-$368K	–	198
2023 Q4	$368K	Buy	+4,420	New	+$309K	0.2%	97
2022 Q4	–	Sell	-2,200	Closed	-$122K	–	244
2022 Q3	$122K	Buy	+2,200	New	+$131K	0.04%	215
2022 Q2	–	Sell	-4,170	Closed	-$499K	–	280
2022 Q1	$499K	Buy	4,170 +1,630	+64%	+$170K	0.07%	91
2021 Q4	$334K	Sell	2,540 -960	-27%	-$161K	0.04%	164
2021 Q3	$394K	Sell	3,500 -850	-20%	-$102K	0.05%	113
2021 Q2	$460K	Sell	4,350 -310	-7%	-$25.7K	0.06%	91
2021 Q1	$327K	Buy	+4,660	New	+$359K	0.04%	171

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Asahi Life Asset Management's NET Position: Q2 2026 in Review

Asahi Life Asset Management opened a new position in Cloudflare (NET) in Q2 2026: 1,146 shares worth $281K. The stake represents 0.16% of the portfolio and ranks #150 among its holdings. This is a return to the name: Asahi Life Asset Management previously reported a position in NET as recently as Q3 2025.

Asahi Life Asset Management first reported a position in NET in Q1 2021 and has held it in 9 quarters since. The position peaked at $499K in Q1 2022. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Asahi Life Asset Management held 1,146 shares of Cloudflare worth $281K as of Q2 2026.
Cloudflare was a new Asahi Life Asset Management position in Q2 2026.
Cloudflare made up 0.16% of Asahi Life Asset Management's portfolio in Q2 2026, its #150 holding.
Asahi Life Asset Management first reported a position in Cloudflare in Q1 2021 and has held it in 9 quarters since.
Asahi Life Asset Management's Cloudflare position peaked at $499K in Q1 2022.
1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Asahi Life Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.