Nomura Holdings’s Cloudflare NET Stock Holding History

Nomura Holdings’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 Q1	$536K	Buy	+2,600	New	+$496K	﹤0.01%	1345
2024 Q3	–	Sell	-40,000	Closed	-$3.31M	–	1843
2024 Q2	$3.31M	Buy	+40,000	New	+$3.23M	0.01%	777
2022 Q4	–	Sell	-218,900	Closed	-$12.2M	–	1616
2022 Q3	$12.2M	Hold	218,900	–	–	0.05%	298
2022 Q2	$9.97M	Buy	218,900 +217,200	+12,776%	+$15.6M	0.03%	333
2022 Q1	$210K	Buy	+1,700	New	+$177K	﹤0.01%	1566
2021 Q2	–	Sell	-30,000	Closed	-$2.11M	–	2237
2021 Q1	$2.11M	Buy	30,000 +20,000	+200%	+$1.54M	﹤0.01%	836
2020 Q4	$760K	Sell	10,000 -10,000	-50%	-$656K	﹤0.01%	1123
2020 Q3	$821K	Buy	20,000 +10,000	+100%	+$383K	﹤0.01%	874
2020 Q2	$359K	Buy	+10,000	New	+$279K	﹤0.01%	920

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nomura Holdings's NET Position: Q1 2026 in Review

Nomura Holdings increased its Cloudflare (NET) stake by 701% in Q1 2026, buying an estimated $3.02M and bringing the position to 18,071 shares worth $3.73M. The position accounts for 0.01% of the portfolio, ranked #725.

Nomura Holdings first reported a position in NET in Q1 2020 and has held it in 23 quarters since. The position peaked at $18M in Q3 2021. 1,132 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Nomura Holdings held 18,071 shares of Cloudflare worth $3.73M as of Q1 2026.
Nomura Holdings bought 15,816 Cloudflare shares in Q1 2026, an estimated $3.02M.
Cloudflare made up 0.01% of Nomura Holdings's portfolio in Q1 2026, its #725 holding.
Nomura Holdings first reported a position in Cloudflare in Q1 2020 and has held it in 23 quarters since.
Nomura Holdings's Cloudflare position peaked at $18M in Q3 2021.
1,132 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Nomura Holdings's 13F filing for Q1 2026, filed 15 May 2026.