SMDAM
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Sumitomo Mitsui DS Asset Management’s Cloudflare NET Stock Holding History

Sumitomo Mitsui DS 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 		$7.6M Buy
30,991
+259
+0.8% +$56.7K 0.05% 265
2026
Q1 		$6.34M Hold
30,732
– – 0.05% 273
2025
Q4 		$6.06M Hold
30,732
– – 0.05% 274
2025
Q3 		$6.59M Sell
30,732
-65
-0.2% -$13.3K 0.05% 258
2025
Q2 		$6.03M Buy
30,797
+3,040
+11% +$441K 0.05% 259
2025
Q1 		$3.13M Sell
27,757
-258
-0.9% -$34.2K 0.03% 391
2024
Q4 		$3.02M Buy
28,015
+73
+0.3% +$7.13K 0.03% 400
2024
Q3 		$2.26M Buy
27,942
+4,230
+18% +$340K 0.02% 446
2024
Q2 		$1.96M Sell
23,712
-33
-0.1% -$2.66K 0.02% 450
2024
Q1 		$2.3M Buy
23,745
+3,771
+19% +$341K 0.03% 419
2023
Q4 		$1.66M Hold
19,974
– – 0.02% 496
2023
Q3 		$1.26M Sell
19,974
-47
-0.2% -$3.01K 0.02% 511
2023
Q2 		$1.31M Hold
20,021
– – 0.02% 501
2023
Q1 		$1.23M Buy
20,021
+5,031
+34% +$275K 0.02% 498
2022
Q4 		$678K Hold
14,990
– – 0.01% 604
2022
Q3 		$829K Buy
14,990
+160
+1% +$9.5K 0.02% 535
2022
Q2 		$649K Sell
14,830
-571
-4% -$41.1K 0.02% 585
2022
Q1 		$1.84M Buy
15,401
+1,456
+10% +$152K 0.04% 363
2021
Q4 		$1.83M Buy
13,945
+12
+0.1% +$2.01K 0.04% 380
2021
Q3 		$1.57M Sell
13,933
-90
-0.6% -$10.8K 0.04% 390
2021
Q2 		$1.48M Buy
14,023
+2,937
+26% +$243K 0.04% 403
2021
Q1 		$778K Buy
11,086
+2,390
+27% +$184K 0.02% 546
2020
Q4 		$660K Buy
+8,696
New +$570K 0.02% 568

Other funds holding NET

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's NET Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management increased its Cloudflare (NET) stake by 0.84% in Q2 2026, buying an estimated $56.7K and bringing the position to 30,991 shares worth $7.6M. The position accounts for 0.05% of the portfolio, ranked #265.

Sumitomo Mitsui DS Asset Management first reported a position in NET in Q4 2020 and has held it in 23 quarters since. 351 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Sumitomo Mitsui DS Asset Management held 30,991 shares of Cloudflare worth $7.6M as of Q2 2026.
  • Sumitomo Mitsui DS Asset Management bought 259 Cloudflare shares in Q2 2026, an estimated $56.7K.
  • Cloudflare made up 0.05% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #265 holding.
  • Sumitomo Mitsui DS Asset Management first reported a position in Cloudflare in Q4 2020 and has held it in 23 quarters since.
  • 351 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.