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Tokio Marine Asset Management’s Cloudflare NET Stock Holding History

Tokio Marine 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 		$3.24M Buy
13,197
+482
+4% +$105K 0.1% 158
2026
Q1 		$2.62M Buy
12,715
+814
+7% +$155K 0.09% 176
2025
Q4 		$2.35M Buy
11,901
+382
+3% +$80.8K 0.08% 194
2025
Q3 		$2.47M Buy
11,519
+299
+3% +$61K 0.09% 183
2025
Q2 		$2.2M Buy
11,220
+532
+5% +$77.2K 0.08% 192
2025
Q1 		$1.2M Hold
10,688
– – 0.04% 286
2024
Q4 		$1.15M Buy
10,688
+750
+8% +$73.3K 0.04% 300
2024
Q3 		$804K Hold
9,938
– – 0.04% 336
2024
Q2 		$823K Buy
9,938
+1,052
+12% +$84.9K 0.04% 306
2024
Q1 		$860K Buy
8,886
+90
+1% +$8.15K 0.04% 299
2023
Q4 		$732K Buy
8,796
+787
+10% +$55K 0.04% 311
2023
Q3 		$505K Buy
8,009
+452
+6% +$28.9K 0.03% 356
2023
Q2 		$494K Buy
7,557
+839
+12% +$50.1K 0.03% 362
2023
Q1 		$414K Buy
6,718
+767
+13% +$41.9K 0.03% 388
2022
Q4 		$269K Buy
5,951
+847
+17% +$41.9K 0.02% 460
2022
Q3 		$282K Buy
5,104
+314
+7% +$18.6K 0.02% 403
2022
Q2 		$210K Buy
4,790
+1,400
+41% +$101K 0.02% 476
2022
Q1 		$406K Sell
3,390
-2,007
-37% -$209K 0.03% 299
2021
Q4 		$710K Buy
5,397
+1,735
+47% +$291K 0.06% 200
2021
Q3 		$413K Sell
3,662
-1,138
-24% -$136K 0.04% 271
2021
Q2 		$508K Sell
4,800
-1,500
-24% -$124K 0.05% 214
2021
Q1 		$443K Buy
+6,300
New +$486K 0.05% 209

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

Tokio Marine Asset Management's NET Position: Q2 2026 in Review

Tokio Marine Asset Management increased its Cloudflare (NET) stake by 3.8% in Q2 2026, buying an estimated $105K and bringing the position to 13,197 shares worth $3.24M. The position accounts for 0.1% of the portfolio, ranked #158.

Tokio Marine Asset Management first reported a position in NET in Q1 2021 and has held it in 22 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Tokio Marine Asset Management held 13,197 shares of Cloudflare worth $3.24M as of Q2 2026.
  • Tokio Marine Asset Management bought 482 Cloudflare shares in Q2 2026, an estimated $105K.
  • Cloudflare made up 0.1% of Tokio Marine Asset Management's portfolio in Q2 2026, its #158 holding.
  • Tokio Marine Asset Management first reported a position in Cloudflare in Q1 2021 and has held it in 22 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Tokio Marine Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.