NAMA
Nikko Asset Management Americas’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122M | Sell |
624,479
-105,333
| -14% | -$20.6M | 1.22% | 21 |
|
|
2025
Q1 | $82.2M | Sell |
729,812
-78,390
| -10% | -$8.83M | 1.06% | 27 |
|
|
2024
Q4 | $87M | Sell |
808,202
-122,503
| -13% | -$13.2M | 0.94% | 30 |
|
|
2024
Q3 | $75.3M | Sell |
930,705
-62,200
| -6% | -$5.03M | 0.85% | 33 |
|
|
2024
Q2 | $82.2M | Buy |
992,905
+60,071
| +6% | +$4.98M | 0.95% | 29 |
|
|
2024
Q1 | $90.3M | Sell |
932,834
-68,388
| -7% | -$6.62M | 0.9% | 32 |
|
|
2023
Q4 | $83.4M | Sell |
1,001,222
-60,179
| -6% | -$5.01M | 0.8% | 35 |
|
|
2023
Q3 | $66.9M | Buy |
1,061,401
+18,273
| +2% | +$1.15M | 0.8% | 34 |
|
|
2023
Q2 | $68.2M | Buy |
1,043,128
+158,722
| +18% | +$10.4M | 0.72% | 34 |
|
|
2023
Q1 | $53.4M | Buy |
884,406
+89,626
| +11% | +$5.41M | 0.61% | 34 |
|
|
2022
Q4 | $35.9M | Buy |
794,780
+53,899
| +7% | +$2.44M | 0.52% | 40 |
|
|
2022
Q3 | $41.1M | Buy |
740,881
+6,944
| +0.9% | +$385K | 0.53% | 41 |
|
|
2022
Q2 | $31.6M | Buy |
733,937
+186,003
| +34% | +$8M | 0.39% | 53 |
|
|
2022
Q1 | $65.9M | Buy |
547,934
+240,167
| +78% | +$28.9M | 0.48% | 42 |
|
|
2021
Q4 | $40.8M | Sell |
307,767
-314,304
| -51% | -$41.7M | 0.21% | 77 |
|
|
2021
Q3 | $69.7M | Sell |
622,071
-55,164
| -8% | -$6.18M | 0.3% | 64 |
|
|
2021
Q2 | $71.2M | Sell |
677,235
-75,665
| -10% | -$7.96M | 0.28% | 69 |
|
|
2021
Q1 | $52.9M | Buy |
752,900
+158,485
| +27% | +$11.1M | 0.26% | 79 |
|
|
2020
Q4 | $45.2M | Buy |
+594,415
| New | +$45.2M | 0.26% | 79 |
|