NAMA
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Nikko Asset Management Americas’s Cloudflare NET Stock Holding History

Nikko Asset Management 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 		$86.6M Sell
353,182
-65,904
-16% -$14.4M 1.12% 30
2026
Q1 		$86.5M Sell
419,086
-33,017
-7% -$6.3M 1.22% 28
2025
Q4 		$89.1M Sell
452,103
-75,198
-14% -$15.9M 1.03% 32
2025
Q3 		$113M Sell
527,301
-97,178
-16% -$19.8M 1.1% 24
2025
Q2 		$122M Sell
624,479
-105,333
-14% -$15.3M 1.22% 21
2025
Q1 		$82.2M Sell
729,812
-78,390
-10% -$10.4M 1.06% 27
2024
Q4 		$87M Sell
808,202
-122,503
-13% -$12M 0.94% 30
2024
Q3 		$75.3M Sell
930,705
-62,200
-6% -$5M 0.85% 33
2024
Q2 		$82.2M Buy
992,905
+60,071
+6% +$4.85M 0.95% 29
2024
Q1 		$90.3M Sell
932,834
-68,388
-7% -$6.19M 0.9% 32
2023
Q4 		$83.4M Sell
1,001,222
-60,179
-6% -$4.21M 0.8% 35
2023
Q3 		$66.9M Buy
1,061,401
+18,273
+2% +$1.17M 0.8% 34
2023
Q2 		$68.2M Buy
1,043,128
+158,722
+18% +$9.47M 0.72% 34
2023
Q1 		$53.4M Buy
884,406
+89,626
+11% +$4.9M 0.61% 34
2022
Q4 		$35.9M Buy
794,780
+53,899
+7% +$2.67M 0.52% 40
2022
Q3 		$41.1M Buy
740,881
+6,944
+0.9% +$412K 0.53% 41
2022
Q2 		$31.6M Buy
733,937
+186,003
+34% +$13.4M 0.39% 53
2022
Q1 		$65.9M Buy
547,934
+240,167
+78% +$25M 0.48% 42
2021
Q4 		$40.8M Sell
307,767
-314,304
-51% -$52.7M 0.21% 77
2021
Q3 		$69.7M Sell
622,071
-55,164
-8% -$6.59M 0.3% 64
2021
Q2 		$71.2M Sell
677,235
-75,665
-10% -$6.26M 0.28% 69
2021
Q1 		$52.9M Buy
752,900
+158,485
+27% +$12.2M 0.26% 79
2020
Q4 		$45.2M Buy
+594,415
New +$39M 0.26% 79

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

Nikko Asset Management Americas's NET Position: Q2 2026 in Review

Nikko Asset Management Americas reduced its Cloudflare (NET) stake by 16% in Q2 2026, selling an estimated $14.4M and leaving 353,182 shares worth $86.6M. The position accounts for 1.12% of the portfolio, ranked #30.

Nikko Asset Management Americas first reported a position in NET in Q4 2020 and has held it in 23 quarters since. The position peaked at $122M in Q2 2025. 1,222 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Nikko Asset Management Americas held 353,182 shares of Cloudflare worth $86.6M as of Q2 2026.
  • Nikko Asset Management Americas sold 65,904 Cloudflare shares in Q2 2026, an estimated $14.4M.
  • Cloudflare made up 1.12% of Nikko Asset Management Americas's portfolio in Q2 2026, its #30 holding.
  • Nikko Asset Management Americas first reported a position in Cloudflare in Q4 2020 and has held it in 23 quarters since.
  • Nikko Asset Management Americas's Cloudflare position peaked at $122M in Q2 2025.
  • 1,222 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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