NAM
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Nissay Asset Management’s Cloudflare NET Stock Holding History

Nissay 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 		$10.1M Buy
41,344
+960
+2% +$210K 0.04% 250
2026
Q1 		$8.33M Buy
40,384
+379
+0.9% +$72.3K 0.04% 249
2025
Q4 		$7.89M Buy
40,005
+788
+2% +$167K 0.04% 255
2025
Q3 		$8.42M Buy
39,217
+1,030
+3% +$210K 0.05% 237
2025
Q2 		$7.48M Buy
38,187
+1,182
+3% +$172K 0.04% 262
2025
Q1 		$4.17M Buy
37,005
+628
+2% +$83.2K 0.03% 344
2024
Q4 		$4.02M Buy
36,377
+551
+2% +$53.8K 0.02% 357
2024
Q3 		$2.9M Buy
35,826
+1,401
+4% +$113K 0.02% 441
2024
Q2 		$2.85M Buy
34,425
+1,166
+4% +$94.1K 0.02% 416
2024
Q1 		$3.22M Buy
33,259
+2,603
+8% +$236K 0.02% 386
2023
Q4 		$2.55M Buy
30,656
+1,420
+5% +$99.3K 0.02% 401
2023
Q3 		$1.84M Buy
29,236
+1,311
+5% +$83.9K 0.02% 453
2023
Q2 		$1.83M Buy
27,925
+1,012
+4% +$60.4K 0.02% 468
2023
Q1 		$1.66M Sell
26,913
-831
-3% -$45.4K 0.01% 476
2022
Q4 		$1.25M Sell
27,744
-127
-0.5% -$6.28K 0.01% 545
2022
Q3 		$1.54M Buy
27,871
+1,387
+5% +$82.4K 0.02% 476
2022
Q2 		$1.16M Sell
26,484
-2,140
-7% -$154K 0.01% 555
2022
Q1 		$3.43M Buy
28,624
+2,882
+11% +$301K 0.03% 337
2021
Q4 		$3.38M Buy
25,742
+579
+2% +$97K 0.03% 355
2021
Q3 		$2.83M Buy
25,163
+1,321
+6% +$158K 0.02% 370
2021
Q2 		$2.52M Buy
23,842
+2,908
+14% +$241K 0.02% 387
2021
Q1 		$1.47M Buy
20,934
+3,486
+20% +$269K 0.01% 513
2020
Q4 		$1.33M Buy
+17,448
New +$1.14M 0.02% 519

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

Nissay Asset Management's NET Position: Q2 2026 in Review

Nissay Asset Management increased its Cloudflare (NET) stake by 2.4% in Q2 2026, buying an estimated $210K and bringing the position to 41,344 shares worth $10.1M. The position accounts for 0.04% of the portfolio, ranked #250.

Nissay Asset Management 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.

  • Nissay Asset Management held 41,344 shares of Cloudflare worth $10.1M as of Q2 2026.
  • Nissay Asset Management bought 960 Cloudflare shares in Q2 2026, an estimated $210K.
  • Cloudflare made up 0.04% of Nissay Asset Management's portfolio in Q2 2026, its #250 holding.
  • Nissay Asset Management 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 Nissay Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.