SOAM
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SBI Okasan Asset Management’s Cloudflare NET Stock Holding History

SBI Okasan 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 		$1.68M Buy
6,885
+14
+0.2% +$3.06K 0.06% 69
2026
Q1 		$1.34M Buy
6,871
+261
+4% +$49.8K 0.05% 70
2025
Q4 		$1.33M Buy
+6,610
New +$1.4M 0.07% 89

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

SBI Okasan Asset Management's NET Position: Q2 2026 in Review

SBI Okasan Asset Management increased its Cloudflare (NET) stake by 0.2% in Q2 2026, buying an estimated $3.06K and bringing the position to 6,885 shares worth $1.68M. The position accounts for 0.06% of the portfolio, ranked #69.

SBI Okasan Asset Management first reported a position in NET in Q4 2025 and has held it in 3 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • SBI Okasan Asset Management held 6,885 shares of Cloudflare worth $1.68M as of Q2 2026.
  • SBI Okasan Asset Management bought 14 Cloudflare shares in Q2 2026, an estimated $3.06K.
  • Cloudflare made up 0.06% of SBI Okasan Asset Management's portfolio in Q2 2026, its #69 holding.
  • SBI Okasan Asset Management first reported a position in Cloudflare in Q4 2025 and has held it in 3 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.