NAMI
NET icon

Nomura Asset Management International’s Cloudflare NET Stock Holding History

Nomura Asset Management International’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 		$159M Sell
646,279
-28,469
-4% -$6.23M 0.24% 74
2026
Q1 		$139M Sell
674,748
-96,888
-13% -$18.5M 0.24% 77
2025
Q4 		$152M Buy
+771,636
New +$163M 0.23% 85

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

Nomura Asset Management International's NET Position: Q2 2026 in Review

Nomura Asset Management International reduced its Cloudflare (NET) stake by 4.2% in Q2 2026, selling an estimated $6.23M and leaving 646,279 shares worth $159M. The position accounts for 0.24% of the portfolio, ranked #74.

Nomura Asset Management International first reported a position in NET in Q4 2025 and has held it in 3 quarters since. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Nomura Asset Management International held 646,279 shares of Cloudflare worth $159M as of Q2 2026.
  • Nomura Asset Management International sold 28,469 Cloudflare shares in Q2 2026, an estimated $6.23M.
  • Cloudflare made up 0.24% of Nomura Asset Management International's portfolio in Q2 2026, its #74 holding.
  • Nomura Asset Management International first reported a position in Cloudflare in Q4 2025 and has held it in 3 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Nomura Asset Management International's 13F filing for Q2 2026, filed 14 Aug 2026.