Sumitomo Mitsui Trust Group, Inc.

Position in NET — Cloudflare, Inc.

CIK 1475365 CHIYODA-KU, TOKYO, M0

Back to NET Full portfolio

Position in NET

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$244,754,119

+$23,063,043 QoQ

Shares Held

997,856

-7.1% QoQ

Ownership

0.280%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#44

of 1,214 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in NET Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Sumitomo Mitsui Trust Group, Inc. holds $11,260,688,703 across 35 Software - Infrastructure names. NET ranks #7 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	17,488,121	$6,523,418,895
2	PLTR	Palantir Technologies Inc.	6,884,136	$803,172,147
3	PANW	Palo Alto Networks Inc	2,288,912	$780,564,770
4	CRWD	CrowdStrike Holdings, Inc.	2,854,292	$544,556,099
5	ORCL	Oracle Corp	3,700,161	$542,258,594
6	SNPS	Synopsys Inc	789,740	$352,279,321
7	NET	Cloudflare, Inc. This page	997,856	$244,754,119
8	FTNT	Fortinet, Inc.	1,505,056	$231,206,702

All Filings in NET

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$244,754,119	997,856	-7.1%	Shares	Defined	2026-07-30
2026-03-31	$221,691,076	1,074,397	-4.5%	Shares	Defined	2026-04-30
2025-12-31	$221,912,434	1,125,602	-11.8%	Shares	Defined	2026-01-23
2025-09-30	$273,827,784	1,276,051	-8.6%	Shares	Defined	2025-10-27
2025-06-30	$273,430,770	1,396,266	-0.8%	Shares	Defined	2025-07-31
2025-03-31	$158,659,744	1,407,931	-4.6%	Shares	Defined	2025-04-25
2024-12-31	$158,916,620	1,475,823	-7.7%	Shares	Defined	2025-01-28
2024-09-30	$129,380,966	1,599,468	-3.7%	Shares	Defined	2024-11-05
2024-06-30	$137,615,832	1,661,425	+1.2%	Shares	Defined	2024-07-19
2024-03-31	$158,992,826	1,641,979	-2.2%	Shares	Defined	2024-04-19
2023-12-31	$139,787,711	1,678,930	-3.3%	Shares	Defined	2024-01-30
2023-09-30	$109,450,804	1,736,212	+0.9%	Shares	Defined	2023-10-30
2023-06-30	$112,516,674	1,721,228	+6.2%	Shares	Defined	2023-07-31
2023-03-31	$99,949,996	1,620,986	+5.7%	Shares	Defined	2023-04-27
2022-12-31	$69,354,490	1,534,052	+3.5%	Shares	Defined	2023-01-30
2022-09-30	$82,012,561	1,482,780	+0.7%	Shares	Defined	2022-10-21
2022-06-30	$64,425,287	1,472,578	+9.4%	Shares	Defined	2022-07-26
2022-03-31	$161,082,803	1,345,721	+8.1%	Shares	Defined	2022-04-27
2021-12-31	$163,716,053	1,244,989	-5.2%	Shares	Defined	2022-02-02
2021-09-30	$147,969,379	1,313,532	-5.6%	Shares	Defined	2021-10-25
2021-06-30	$147,248,312	1,391,235	+0.6%	Shares	Defined	2021-08-02
2021-03-31	$97,174,990	1,383,077	+24.9%	Shares	Defined	2021-04-30
2020-12-31	$84,130,732	1,107,129	+2455.5%	Shares	Defined	2021-02-05
2020-09-30	$1,778,883	43,324	0.0%	Shares	Defined	2020-10-30
2020-06-30	$1,557,497	43,324	-28.7%	Shares	Defined	2020-07-27
2020-03-31	$1,427,584	60,800	—	Shares	Defined	2020-04-27
No filing history on record for this holder in this stock.