Meiji Yasuda Asset Management’s Cloudflare NET Stock Holding History

Meiji Yasuda 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	$8.43M	Buy	34,384 +8,699	+34%	+$1.9M	0.38%	75
2026 Q1	$5.3M	Buy	+25,685	New	+$4.9M	0.26%	116
2025 Q2	–	Sell	-4,050	Closed	-$456K	–	625
2025 Q1	$456K	Hold	4,050	–	–	0.02%	451
2024 Q4	$436K	Hold	4,050	–	–	0.02%	462
2024 Q3	$328K	Hold	4,050	–	–	0.01%	531
2024 Q2	$335K	Hold	4,050	–	–	0.01%	507
2024 Q1	$392K	Buy	4,050 +950	+31%	+$86K	0.02%	481
2023 Q4	$258K	Buy	+3,100	New	+$217K	0.01%	488
2022 Q2	–	Sell	-3,570	Closed	-$427K	–	631
2022 Q1	$427K	Sell	3,570 -50	-1%	-$5.21K	0.02%	473
2021 Q4	$476K	Sell	3,620 -6,890	-66%	-$1.15M	0.03%	391
2021 Q3	$1.18M	Buy	10,510 +110	+1%	+$13.1K	0.08%	227
2021 Q2	$1.1M	Buy	+10,400	New	+$861K	0.05%	248

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Meiji Yasuda Asset Management's NET Position: Q2 2026 in Review

Meiji Yasuda Asset Management increased its Cloudflare (NET) stake by 34% in Q2 2026, buying an estimated $1.9M and bringing the position to 34,384 shares worth $8.43M. The position accounts for 0.38% of the portfolio, ranked #75.

Meiji Yasuda Asset Management first reported a position in NET in Q2 2021 and has held it in 12 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Meiji Yasuda Asset Management held 34,384 shares of Cloudflare worth $8.43M as of Q2 2026.
Meiji Yasuda Asset Management bought 8,699 Cloudflare shares in Q2 2026, an estimated $1.9M.
Cloudflare made up 0.38% of Meiji Yasuda Asset Management's portfolio in Q2 2026, its #75 holding.
Meiji Yasuda Asset Management first reported a position in Cloudflare in Q2 2021 and has held it in 12 quarters since.
1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Meiji Yasuda Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.