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
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 $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Asahi Life Asset Management's NET Position: Q4 2025 in Review

Asahi Life Asset Management sold out of Cloudflare (NET) in Q4 2025, closing a stake of 2,099 shares — an estimated $450K sold.

Asahi Life Asset Management first reported a position in NET in Q1 2021 and held it in 8 quarters. The position peaked at $499K in Q1 2022. 1,091 funds tracked by Wall St. Rank hold NET as of Q4 2025.

Asahi Life Asset Management reported no remaining Cloudflare position as of Q4 2025 after selling out during the quarter.
Asahi Life Asset Management sold 2,099 Cloudflare shares in Q4 2025, an estimated $450K.
Asahi Life Asset Management first reported a position in Cloudflare in Q1 2021 and held it in 8 quarters.
Asahi Life Asset Management's Cloudflare position peaked at $499K in Q1 2022.
1,091 funds tracked by Wall St. Rank held Cloudflare as of Q4 2025.

Based on Asahi Life Asset Management's 13F filing for Q4 2025, filed 4 Feb 2026.