Cloudflare, Inc.
MX ˙ BMV ˙ US18915M1071
SecurityMX:NET / Cloudflare, Inc.
InstitutionNomura Asset Management Co Ltd
Latest Disclosed Ownership268,901 shares
Latest Disclosed Value $ 55,485,033
Nomura Asset Management Co Ltd reports 32.49% decrease in ownership of NET / Cloudflare, Inc.

On May 11, 2026 - Nomura Asset Management Co Ltd filed a 13F-HR form disclosing ownership of 268,901 shares of Cloudflare, Inc. (MX:NET) valued at $55,485,033 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 398,326 shares of Cloudflare, Inc.. This represents a change in shares of -32.49% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F CLOUDFLARE CL A COM 18915M107 268,901 -129,425 -32.49 55,485 -29.34 0.0896
2026-02-10 2025-12-31 13F CLOUDFLARE CL A COM 18915M107 398,326 4,133 1.05 78,530 -7.16 0.1988
2025-11-12 2025-09-30 13F CLOUDFLARE CL A COM 18915M107 394,193 280,232 245.90 84,590 279.05 0.2208
2025-08-11 2025-06-30 13F CLOUDFLARE CL A COM 18915M107 113,961 10,947 10.63 22,317 92.25 0.0612
2025-05-12 2025-03-31 13F CLOUDFLARE CL A COM 18915M107 103,014 19,334 23.10 11,609 28.83 0.0355
2025-02-12 2024-12-31 13F CLOUDFLARE CL A COM 18915M107 83,680 0 0.00 9,011 33.13 0.0271
2024-11-15 2024-09-30 13F CLOUDFLARE CL A COM 18915M107 83,680 4,000 5.02 6,769 2.56 0.0209
2024-08-14 2024-06-30 13F CLOUDFLARE CL A COM 18915M107 79,680 4,620 6.16 6,600 -9.20 0.0225
2024-05-13 2024-03-31 13F CLOUDFLARE CL A COM 18915M107 75,060 5,300 7.60 7,268 25.14 0.0264
2024-02-09 2023-12-31 13F CLOUDFLARE CL A COM 18915M107 69,760 4,300 6.57 5,808 40.77 0.0240
2023-11-03 2023-09-30 13F CLOUDFLARE CL A COM 18915M107 65,460 -720 -1.09 4,127 -4.62 0.0193
2023-08-14 2023-06-30 13F CLOUDFLARE CL A COM 18915M107 66,180 5,300 8.71 4,326 15.27 0.0199
2025-01-10 2023-03-31 13F/A-1 CLOUDFLARE CL A COM 18915M107 60,880 4,000 7.03 3,754 45.97 0.0197
2023-05-11 2023-03-31 13F CLOUDFLARE CL A COM 18915M107 60,880 4,000 3,754 0.0197
2025-01-10 2022-12-31 13F/A-1 CLOUDFLARE CL A COM 18915M107 56,880 0 0.00 2,572 -18.28 0.0149
2023-02-14 2022-12-31 13F CLOUDFLARE CL A COM 18915M107 56,880 0 2,572 0.0149
2025-01-10 2022-09-30 13F/A-3 CLOUDFLARE CL A COM 18915M107 56,880 3,700 6.96 3,146 35.25 0.0200
2022-11-14 2022-09-30 13F/A-2 CLOUDFLARE CL A COM 18915M107 56,880 3,700 3,146 0.0200
2022-11-10 2022-09-30 13F/A-1 CLOUDFLARE CL A COM 18915M107 56,880 3,700 3,146 0.0200
2022-11-10 2022-09-30 13F CLOUDFLARE CL A COM 18915M107 56,880 3,700 3,146 0.0127
2025-01-10 2022-06-30 13F/A-1 CLOUDFLARE CL A COM 18915M107 53,180 0 0.00 2,327 -63.46 0.0145
2022-08-12 2022-06-30 13F CLOUDFLARE CL A COM 18915M107 53,180 0 2,327 0.0144
2025-01-10 2022-03-31 13F/A-1 CLOUDFLARE CL A COM 18915M107 53,180 7,100 15.41 6,366 5.05 0.0346
2022-05-13 2022-03-31 13F CLOUDFLARE CL A COM 18915M107 53,180 7,100 6,366 0.0346
2025-01-10 2021-12-31 13F/A-2 CLOUDFLARE CL A COM 18915M107 46,080 1,700 3.83 6,060 21.20 0.0306
2022-02-01 2021-12-31 13F CLOUDFLARE CL A COM 18915M107 46,080 1,700 6,060 0.0306
2025-01-10 2021-09-30 13F/A-2 CLOUDFLARE CL A COM 18915M107 44,380 2,050 4.84 4,999 11.58 0.0282
2021-11-12 2021-09-30 13F CLOUDFLARE CL A COM 18915M107 44,380 2,050 4,999 0.0282
2025-01-10 2021-06-30 13F/A-2 CLOUDFLARE CL A COM 18915M107 42,330 -84,390 -66.60 4,480 -49.68 0.0259
2021-08-06 2021-06-30 13F CLOUDFLARE CL A COM 18915M107 42,330 -84,390 4,480 0.0259
2025-01-10 2021-03-31 13F/A-2 CLOUDFLARE CL A COM 18915M107 126,720 99,850 371.60 8,903 336.21 0.0567
2021-05-14 2021-03-31 13F CLOUDFLARE CL A COM 18915M107 126,720 99,850 8,903 0.0567
2025-01-10 2020-12-31 13F/A-2 CLOUDFLARE CL A COM 18915M107 26,870 26,870 2,042 0.0137
2021-02-12 2020-12-31 13F CLOUDFLARE CL A COM 18915M107 26,870 26,870 2,042 0.0137
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.