AC
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Allstate Corporation’s Cloudflare NET Stock Holding History

Allstate Corporation’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 		$6.95M Sell
28,339
-9,310
-25% -$2.04M 0.07% 161
2026
Q1 		$7.77M Buy
37,649
+13,569
+56% +$2.59M 0.08% 151
2025
Q4 		$4.75M Buy
24,080
+12,436
+107% +$2.63M 0.06% 193
2025
Q3 		$2.5M Buy
+11,644
New +$2.38M 0.06% 185
2025
Q2 		– Sell
-11,471
Closed -$1.29M – 437
2025
Q1 		$1.29M Buy
11,471
+2,537
+28% +$336K 0.04% 281
2024
Q4 		$962K Buy
+8,934
New +$873K 0.03% 322
2023
Q1 		– Sell
-12,991
Closed -$587K – 446
2022
Q4 		$587K Buy
12,991
+178
+1% +$8.8K 0.02% 465
2022
Q3 		$709K Buy
+12,813
New +$761K 0.02% 415
2022
Q2 		– Sell
-15,737
Closed -$1.88M – 626
2022
Q1 		$1.88M Sell
15,737
-7,720
-33% -$805K 0.05% 262
2021
Q4 		$3.08M Buy
+23,457
New +$3.93M 0.06% 293

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

Allstate Corporation's NET Position: Q2 2026 in Review

Allstate Corporation reduced its Cloudflare (NET) stake by 25% in Q2 2026, selling an estimated $2.04M and leaving 28,339 shares worth $6.95M. The position accounts for 0.07% of the portfolio, ranked #161.

Allstate Corporation first reported a position in NET in Q4 2021 and has held it in 10 quarters since. The position peaked at $7.77M in Q1 2026. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Allstate Corporation held 28,339 shares of Cloudflare worth $6.95M as of Q2 2026.
  • Allstate Corporation sold 9,310 Cloudflare shares in Q2 2026, an estimated $2.04M.
  • Cloudflare made up 0.07% of Allstate Corporation's portfolio in Q2 2026, its #161 holding.
  • Allstate Corporation first reported a position in Cloudflare in Q4 2021 and has held it in 10 quarters since.
  • Allstate Corporation's Cloudflare position peaked at $7.77M in Q1 2026.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Allstate Corporation's 13F filing for Q2 2026, filed 13 Aug 2026.