Daiwa Securities Group
NET icon

Daiwa Securities Group’s Cloudflare NET Stock Holding History

Daiwa Securities Group’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 		$115M Buy
468,324
+424,446
+967% +$92.9M 0.22% 75
2026
Q1 		$9.05M Sell
43,878
-2,838
-6% -$541K 0.03% 339
2025
Q4 		$9.21M Buy
46,716
+13,964
+43% +$2.95M 0.03% 329
2025
Q3 		$7.03M Buy
32,752
+7,700
+31% +$1.57M 0.02% 374
2025
Q2 		$4.91M Buy
25,052
+400
+2% +$58.1K 0.02% 435
2025
Q1 		$2.78M Buy
24,652
+1,100
+5% +$146K 0.01% 522
2024
Q4 		$2.54M Buy
23,552
+800
+4% +$78.2K 0.01% 540
2024
Q3 		$1.84M Buy
22,752
+2,300
+11% +$185K 0.01% 604
2024
Q2 		$1.69M Buy
20,452
+1,000
+5% +$80.7K 0.01% 600
2024
Q1 		$1.88M Buy
19,452
+1,800
+10% +$163K 0.01% 570
2023
Q4 		$1.47M Buy
17,652
+800
+5% +$56K 0.01% 593
2023
Q3 		$1.06M Buy
16,852
+600
+4% +$38.4K 0.01% 665
2023
Q2 		$1.06M Sell
16,252
-9
-0.1% -$537 0.01% 652
2023
Q1 		$1M Buy
16,261
+2,336
+17% +$128K 0.01% 657
2022
Q4 		$630K Buy
13,925
+500
+4% +$24.7K ﹤0.01% 756
2022
Q3 		$743K Buy
13,425
+400
+3% +$23.8K 0.01% 711
2022
Q2 		$570K Sell
13,025
-9
-0.1% -$648 ﹤0.01% 796
2022
Q1 		$1.56M Buy
13,034
+1,200
+10% +$125K 0.01% 568
2021
Q4 		$1.56M Buy
11,834
+400
+3% +$67K 0.01% 574
2021
Q3 		$1.29M Buy
11,434
+550
+5% +$65.7K 0.01% 607
2021
Q2 		$1.15M Buy
10,884
+1,300
+14% +$108K 0.01% 602
2021
Q1 		$673K Buy
9,584
+2,354
+33% +$181K 0.01% 732
2020
Q4 		$549K Buy
+7,230
New +$474K ﹤0.01% 740

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

Daiwa Securities Group's NET Position: Q2 2026 in Review

Daiwa Securities Group increased its Cloudflare (NET) stake by 967% in Q2 2026, buying an estimated $92.9M and bringing the position to 468,324 shares worth $115M. The position accounts for 0.22% of the portfolio, ranked #75.

Daiwa Securities Group first reported a position in NET in Q4 2020 and has held it in 23 quarters since. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Daiwa Securities Group held 468,324 shares of Cloudflare worth $115M as of Q2 2026.
  • Daiwa Securities Group bought 424,446 Cloudflare shares in Q2 2026, an estimated $92.9M.
  • Cloudflare made up 0.22% of Daiwa Securities Group's portfolio in Q2 2026, its #75 holding.
  • Daiwa Securities Group first reported a position in Cloudflare in Q4 2020 and has held it in 23 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Daiwa Securities Group's 13F filing for Q2 2026, filed 31 Jul 2026.