RIM
NET icon

Rakuten Investment Management’s Cloudflare NET Stock Holding History

Rakuten Investment 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 		$4.35M Buy
17,852
+2,079
+13% +$455K 0.01% 309
2026
Q1 		$3.07M Buy
15,773
+2,519
+19% +$480K 0.01% 328
2025
Q4 		$2.66M Sell
13,254
-632,909
-98% -$134M 0.01% 397
2025
Q3 		$43.8M Buy
+646,163
New +$132M 0.16% 32
2025
Q1 		$969K Buy
+8,435
New +$1.12M ﹤0.01% 498
2024
Q3 		$449K Buy
5,508
+1,404
+34% +$113K ﹤0.01% 438
2024
Q2 		$336K Buy
4,104
+1,541
+60% +$124K ﹤0.01% 434
2024
Q1 		$248K Buy
2,563
+2,364
+1,188% +$214K ﹤0.01% 425
2023
Q4 		$16.9K Buy
+199
New +$13.9K ﹤0.01% 435

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

Rakuten Investment Management's NET Position: Q2 2026 in Review

Rakuten Investment Management increased its Cloudflare (NET) stake by 13% in Q2 2026, buying an estimated $455K and bringing the position to 17,852 shares worth $4.35M. The position accounts for 0.01% of the portfolio, ranked #309.

Rakuten Investment Management first reported a position in NET in Q4 2023 and has held it in 9 quarters since. The position peaked at $43.8M in Q3 2025. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Rakuten Investment Management held 17,852 shares of Cloudflare worth $4.35M as of Q2 2026.
  • Rakuten Investment Management bought 2,079 Cloudflare shares in Q2 2026, an estimated $455K.
  • Cloudflare made up 0.01% of Rakuten Investment Management's portfolio in Q2 2026, its #309 holding.
  • Rakuten Investment Management first reported a position in Cloudflare in Q4 2023 and has held it in 9 quarters since.
  • Rakuten Investment Management's Cloudflare position peaked at $43.8M in Q3 2025.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.