Daiwa Securities Group Inc.
Broker-DealerPosition in NET — Cloudflare, Inc.
CIK 1481045
CHIYODA-KU,TOKYO, M0
Position in NET
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$9,053,785
-$156,273 QoQ
Shares Held
43,878
-6.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 64.15971557500342.ToString("F0")%
Shared 35.84028442499658.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Derivatives in NET
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$4,126,800
PutShares
20,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Daiwa Securities Group Inc. holds $3,551,128,778 across 39 Software - Infrastructure names. NET ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,022,434 | $2,229,324,392 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
6,217,069 | $909,432,852 | |
| 3 | ORCL |
Oracle Corp
|
1,626,844 | $239,325,018 | |
| 4 | PANW |
Palo Alto Networks Inc
|
222,019 | $35,594,085 | |
| 5 | SNPS |
Synopsys Inc
|
82,074 | $32,540,699 | |
| 6 | FTNT |
Fortinet, Inc.
|
220,111 | $17,987,470 | |
| 7 | AKAM |
Akamai Technologies Inc
|
114,726 | $13,176,281 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
43,878 | $9,053,785 |
All Filings in NET
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,053,785 | 43,878 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $4,126,800 | 20,000 | Put | Defined | 2026-05-13 | |
| 2025-12-31 | $9,210,058 | 46,716 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,028,251 | 32,752 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,905,933 | 25,052 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,778,033 | 24,652 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,536,079 | 23,552 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,840,409 | 22,752 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,694,039 | 20,452 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,883,537 | 19,452 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,469,705 | 17,652 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,062,350 | 16,852 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,062,393 | 16,252 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,002,653 | 16,261 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $629,549 | 13,925 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $742,536 | 13,425 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $569,843 | 13,025 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,560,169 | 13,034 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,556,171 | 11,834 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,288,040 | 11,434 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,151,962 | 10,884 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $673,371 | 9,584 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $549,407 | 7,230 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||