MMA
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Mizuho Markets Americas’s Cloudflare NET Stock Holding History

Mizuho Markets Americas’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 		$37M Buy
150,941
+117,584
+353% +$25.7M 0.58% 49
2026
Q1 		$6.88M Sell
33,357
-156,394
-82% -$29.8M 0.19% 87
2025
Q4 		$37.4M Sell
189,751
-12,965
-6% -$2.74M 0.72% 35
2025
Q3 		$43.5M Buy
202,716
+49,688
+32% +$10.1M 0.82% 29
2025
Q2 		$30M Sell
153,028
-105,030
-41% -$15.2M 0.91% 25
2025
Q1 		$29.1M Buy
258,058
+71,505
+38% +$9.48M 0.6% 39
2024
Q4 		$20.1M Buy
186,553
+69,886
+60% +$6.83M 0.36% 57
2024
Q3 		$9.44M Buy
116,667
+11,600
+11% +$932K 0.19% 62
2024
Q2 		$8.7M Sell
105,067
-45,001
-30% -$3.63M 0.21% 64
2024
Q1 		$14.5M Buy
150,068
+20,000
+15% +$1.81M 0.36% 37
2023
Q4 		$10.8M Buy
130,068
+55,943
+75% +$3.91M 0.3% 40
2023
Q3 		$4.67M Sell
74,125
-500
-0.7% -$32K 0.16% 68
2023
Q2 		$4.88M Sell
74,625
-58,000
-44% -$3.46M 0.32% 19
2023
Q1 		$8.18M Buy
132,625
+8,900
+7% +$487K 0.33% 38
2022
Q4 		$5.59M Sell
123,725
-7,100
-5% -$351K 0.33% 70
2022
Q3 		$7.24M Sell
130,825
-8,000
-6% -$475K 0.32% 78
2022
Q2 		$6.07M Sell
138,825
-300
-0.2% -$21.6K 0.45% 41
2022
Q1 		$16.7M Sell
139,125
-200
-0.1% -$20.9K 1.02% 15
2021
Q4 		$18.3M Sell
139,325
-70,375
-34% -$11.8M 0.95% 18
2021
Q3 		$23.6M Buy
+209,700
New +$25.1M 1.87% 9

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

Mizuho Markets Americas's NET Position: Q2 2026 in Review

Mizuho Markets Americas increased its Cloudflare (NET) stake by 353% in Q2 2026, buying an estimated $25.7M and bringing the position to 150,941 shares worth $37M. The position accounts for 0.58% of the portfolio, ranked #49.

Mizuho Markets Americas first reported a position in NET in Q3 2021 and has held it in 20 quarters since. The position peaked at $43.5M in Q3 2025. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Mizuho Markets Americas held 150,941 shares of Cloudflare worth $37M as of Q2 2026.
  • Mizuho Markets Americas bought 117,584 Cloudflare shares in Q2 2026, an estimated $25.7M.
  • Cloudflare made up 0.58% of Mizuho Markets Americas's portfolio in Q2 2026, its #49 holding.
  • Mizuho Markets Americas first reported a position in Cloudflare in Q3 2021 and has held it in 20 quarters since.
  • Mizuho Markets Americas's Cloudflare position peaked at $43.5M in Q3 2025.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Mizuho Markets Americas's 13F filing for Q2 2026, filed 24 Jul 2026.