Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Cloudflare NET Stock Holding History

Sumitomo Mitsui Trust Group’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 		$245M Sell
997,856
-76,541
-7% -$16.7M 0.14% 127
2026
Q1 		$222M Sell
1,074,397
-51,205
-5% -$9.76M 0.14% 133
2025
Q4 		$222M Sell
1,125,602
-150,449
-12% -$31.8M 0.13% 142
2025
Q3 		$274M Sell
1,276,051
-120,215
-9% -$24.5M 0.16% 128
2025
Q2 		$273M Sell
1,396,266
-11,665
-0.8% -$1.69M 0.17% 119
2025
Q1 		$159M Sell
1,407,931
-67,892
-5% -$9M 0.11% 185
2024
Q4 		$159M Sell
1,475,823
-123,645
-8% -$12.1M 0.11% 180
2024
Q3 		$129M Sell
1,599,468
-61,957
-4% -$4.98M 0.09% 218
2024
Q2 		$138M Buy
1,661,425
+19,446
+1% +$1.57M 0.1% 195
2024
Q1 		$159M Sell
1,641,979
-36,951
-2% -$3.35M 0.11% 196
2023
Q4 		$140M Sell
1,678,930
-57,282
-3% -$4.01M 0.1% 204
2023
Q3 		$109M Buy
1,736,212
+14,984
+0.9% +$959K 0.09% 232
2023
Q2 		$113M Buy
1,721,228
+100,242
+6% +$5.98M 0.09% 240
2023
Q1 		$99.9M Buy
1,620,986
+86,934
+6% +$4.75M 0.07% 295
2022
Q4 		$69.4M Buy
1,534,052
+51,272
+3% +$2.54M 0.05% 399
2022
Q3 		$82M Buy
1,482,780
+10,202
+0.7% +$606K 0.07% 338
2022
Q2 		$64.4M Buy
1,472,578
+126,857
+9% +$9.14M 0.05% 416
2022
Q1 		$161M Buy
1,345,721
+100,732
+8% +$10.5M 0.11% 208
2021
Q4 		$164M Sell
1,244,989
-68,543
-5% -$11.5M 0.1% 220
2021
Q3 		$148M Sell
1,313,532
-77,703
-6% -$9.28M 0.09% 239
2021
Q2 		$147M Buy
1,391,235
+8,158
+0.6% +$675K 0.09% 248
2021
Q1 		$97.2M Buy
1,383,077
+275,948
+25% +$21.3M 0.06% 359
2020
Q4 		$84.1M Buy
1,107,129
+1,063,805
+2,455% +$69.7M 0.05% 372
2020
Q3 		$1.78M Hold
43,324
– – ﹤0.01% 904
2020
Q2 		$1.56M Sell
43,324
-17,476
-29% -$488K ﹤0.01% 914
2020
Q1 		$1.43M Buy
+60,800
New +$1.18M ﹤0.01% 904

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

Sumitomo Mitsui Trust Group's NET Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Cloudflare (NET) stake by 7.1% in Q2 2026, selling an estimated $16.7M and leaving 997,856 shares worth $245M. The position accounts for 0.14% of the portfolio, ranked #127.

Sumitomo Mitsui Trust Group first reported a position in NET in Q1 2020 and has held it in 26 quarters since. The position peaked at $274M in Q3 2025. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 997,856 shares of Cloudflare worth $245M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 76,541 Cloudflare shares in Q2 2026, an estimated $16.7M.
  • Cloudflare made up 0.14% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #127 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Cloudflare in Q1 2020 and has held it in 26 quarters since.
  • Sumitomo Mitsui Trust Group's Cloudflare position peaked at $274M in Q3 2025.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.