Nomura Asset Management
NET icon

Nomura Asset Management’s Cloudflare NET Stock Holding History

Nomura 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 		$76.3M Buy
311,231
+42,330
+16% +$9.26M 0.16% 118
2026
Q1 		$55.5M Sell
268,901
-129,425
-32% -$24.7M 0.14% 147
2025
Q4 		$78.5M Buy
398,326
+4,133
+1% +$874K 0.2% 96
2025
Q3 		$84.6M Buy
394,193
+280,232
+246% +$57.2M 0.22% 85
2025
Q2 		$22.3M Buy
113,961
+10,947
+11% +$1.59M 0.06% 286
2025
Q1 		$11.6M Buy
103,014
+19,334
+23% +$2.56M 0.04% 381
2024
Q4 		$9.01M Hold
83,680
– – 0.03% 437
2024
Q3 		$6.77M Buy
83,680
+4,000
+5% +$322K 0.02% 502
2024
Q2 		$6.6M Buy
79,680
+4,620
+6% +$373K 0.02% 478
2024
Q1 		$7.27M Buy
75,060
+5,300
+8% +$480K 0.03% 456
2023
Q4 		$5.81M Buy
69,760
+4,300
+7% +$301K 0.02% 491
2023
Q3 		$4.13M Sell
65,460
-720
-1% -$46.1K 0.02% 532
2023
Q2 		$4.33M Buy
66,180
+5,300
+9% +$316K 0.02% 535
2023
Q1 		$3.75M Buy
60,880
+4,000
+7% +$219K 0.02% 541
2022
Q4 		$2.57M Hold
56,880
– – 0.01% 638
2022
Q3 		$3.15M Buy
56,880
+3,700
+7% +$220K 0.02% 543
2022
Q2 		$2.33M Hold
53,180
– – 0.01% 665
2022
Q1 		$6.37M Buy
53,180
+7,100
+15% +$740K 0.03% 434
2021
Q4 		$6.06M Buy
46,080
+1,700
+4% +$285K 0.03% 450
2021
Q3 		$5M Buy
44,380
+2,050
+5% +$245K 0.03% 470
2021
Q2 		$4.48M Sell
42,330
-84,390
-67% -$6.99M 0.03% 506
2021
Q1 		$8.9M Buy
126,720
+99,850
+372% +$7.7M 0.06% 317
2020
Q4 		$2.04M Buy
+26,870
New +$1.76M 0.01% 698

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's NET Position: Q2 2026 in Review

Nomura Asset Management increased its Cloudflare (NET) stake by 16% in Q2 2026, buying an estimated $9.26M and bringing the position to 311,231 shares worth $76.3M. The position accounts for 0.16% of the portfolio, ranked #118.

Nomura Asset Management first reported a position in NET in Q4 2020 and has held it in 23 quarters since. The position peaked at $84.6M in Q3 2025. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Nomura Asset Management held 311,231 shares of Cloudflare worth $76.3M as of Q2 2026.
  • Nomura Asset Management bought 42,330 Cloudflare shares in Q2 2026, an estimated $9.26M.
  • Cloudflare made up 0.16% of Nomura Asset Management's portfolio in Q2 2026, its #118 holding.
  • Nomura Asset Management first reported a position in Cloudflare in Q4 2020 and has held it in 23 quarters since.
  • Nomura Asset Management's Cloudflare position peaked at $84.6M in Q3 2025.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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