ASRS
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Arizona State Retirement System’s Cloudflare NET Stock Holding History

Arizona State Retirement System’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 		$21.1M Sell
86,090
-512
-0.6% -$112K 0.11% 151
2026
Q1 		$17.9M Sell
86,602
-893
-1% -$170K 0.1% 170
2025
Q4 		$17.2M Sell
87,495
-4,144
-5% -$877K 0.09% 174
2025
Q3 		$19.7M Buy
91,639
+1,398
+2% +$285K 0.1% 162
2025
Q2 		$17.7M Buy
90,241
+1,833
+2% +$266K 0.1% 174
2025
Q1 		$9.96M Buy
88,408
+61
+0.1% +$8.09K 0.06% 263
2024
Q4 		$9.51M Buy
88,347
+2,085
+2% +$204K 0.06% 272
2024
Q3 		$6.98M Buy
86,262
+4,299
+5% +$346K 0.04% 349
2024
Q2 		$6.79M Buy
81,963
+506
+0.6% +$40.8K 0.05% 330
2024
Q1 		$7.89M Sell
81,457
-12,415
-13% -$1.12M 0.05% 306
2023
Q4 		$7.82M Buy
93,872
+18,835
+25% +$1.32M 0.06% 292
2023
Q3 		$4.73M Buy
75,037
+635
+0.9% +$40.7K 0.04% 366
2023
Q2 		$4.86M Sell
74,402
-87
-0.1% -$5.19K 0.04% 375
2023
Q1 		$4.59M Buy
74,489
+5,086
+7% +$278K 0.04% 404
2022
Q4 		$3.14M Buy
69,403
+592
+0.9% +$29.3K 0.03% 492
2022
Q3 		$3.81M Buy
68,811
+242
+0.4% +$14.4K 0.04% 401
2022
Q2 		$3M Sell
68,569
-2,826
-4% -$204K 0.03% 505
2022
Q1 		$8.55M Buy
71,395
+6,460
+10% +$674K 0.07% 266
2021
Q4 		$8.54M Buy
64,935
+210
+0.3% +$35.2K 0.07% 285
2021
Q3 		$7.29M Buy
64,725
+1,052
+2% +$126K 0.06% 306
2021
Q2 		$6.74M Buy
63,673
+6,346
+11% +$525K 0.05% 319
2021
Q1 		$4.03M Buy
57,327
+13,114
+30% +$1.01M 0.04% 469
2020
Q4 		$3.36M Buy
+44,213
New +$2.9M 0.03% 500

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

Arizona State Retirement System's NET Position: Q2 2026 in Review

Arizona State Retirement System reduced its Cloudflare (NET) stake by 0.59% in Q2 2026, selling an estimated $112K and leaving 86,090 shares worth $21.1M. The position accounts for 0.11% of the portfolio, ranked #151.

Arizona State Retirement System first reported a position in NET in Q4 2020 and has held it in 23 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Arizona State Retirement System held 86,090 shares of Cloudflare worth $21.1M as of Q2 2026.
  • Arizona State Retirement System sold 512 Cloudflare shares in Q2 2026, an estimated $112K.
  • Cloudflare made up 0.11% of Arizona State Retirement System's portfolio in Q2 2026, its #151 holding.
  • Arizona State Retirement System first reported a position in Cloudflare in Q4 2020 and has held it in 23 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Arizona State Retirement System's 13F filing for Q2 2026, filed 7 Aug 2026.