California Public Employees Retirement System
NET icon

California Public Employees Retirement System’s Cloudflare NET Stock Holding History

California Public Employees 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 		$90.7M Sell
369,762
-21,510
-5% -$4.71M 0.05% 244
2026
Q1 		$80.7M Sell
391,272
-137,675
-26% -$26.3M 0.05% 259
2025
Q4 		$104M Buy
528,947
+8,077
+2% +$1.71M 0.06% 220
2025
Q3 		$112M Buy
520,870
+14,827
+3% +$3.03M 0.07% 218
2025
Q2 		$99.1M Buy
506,043
+38,876
+8% +$5.64M 0.06% 228
2025
Q1 		$52.6M Buy
467,167
+5,152
+1% +$683K 0.04% 364
2024
Q4 		$49.7M Sell
462,015
-30,790
-6% -$3.01M 0.03% 393
2024
Q3 		$39.9M Sell
492,805
-7,689
-2% -$618K 0.03% 450
2024
Q2 		$41.5M Sell
500,494
-16,651
-3% -$1.34M 0.03% 424
2024
Q1 		$50.1M Sell
517,145
-7,602
-1% -$688K 0.04% 404
2023
Q4 		$43.7M Buy
524,747
+891
+0.2% +$62.3K 0.03% 416
2023
Q3 		$33M Buy
523,856
+104,517
+25% +$6.69M 0.03% 452
2023
Q2 		$27.4M Sell
419,339
-15,639
-4% -$933K 0.02% 494
2023
Q1 		$26.8M Sell
434,978
-87,849
-17% -$4.8M 0.02% 500
2022
Q4 		$23.6M Sell
522,827
-50,523
-9% -$2.5M 0.02% 556
2022
Q3 		$31.7M Buy
573,350
+53,232
+10% +$3.16M 0.03% 449
2022
Q2 		$22.8M Sell
520,118
-11,698
-2% -$842K 0.02% 512
2022
Q1 		$63.7M Sell
531,816
-206,977
-28% -$21.6M 0.05% 334
2021
Q4 		$97.2M Sell
738,793
-833,932
-53% -$140M 0.07% 272
2021
Q3 		$177M Buy
1,572,725
+34,788
+2% +$4.16M 0.13% 160
2021
Q2 		$163M Buy
1,537,937
+300,435
+24% +$24.9M 0.12% 176
2021
Q1 		$86.9M Buy
1,237,502
+973,328
+368% +$75M 0.07% 287
2020
Q4 		$20.1M Buy
264,174
+14,029
+6% +$920K 0.02% 658
2020
Q3 		$10.3M Buy
250,145
+28,145
+13% +$1.08M 0.01% 832
2020
Q2 		$7.98M Sell
222,000
-67,961
-23% -$1.9M 0.01% 934
2020
Q1 		$6.81M Buy
289,961
+87,100
+43% +$1.69M 0.01% 866
2019
Q4 		$3.46M Buy
+202,861
New +$3.45M ﹤0.01% 1692

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

California Public Employees Retirement System's NET Position: Q2 2026 in Review

California Public Employees Retirement System reduced its Cloudflare (NET) stake by 5.5% in Q2 2026, selling an estimated $4.71M and leaving 369,762 shares worth $90.7M. The position accounts for 0.05% of the portfolio, ranked #244.

California Public Employees Retirement System first reported a position in NET in Q4 2019 and has held it in 27 quarters since. The position peaked at $177M in Q3 2021. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • California Public Employees Retirement System held 369,762 shares of Cloudflare worth $90.7M as of Q2 2026.
  • California Public Employees Retirement System sold 21,510 Cloudflare shares in Q2 2026, an estimated $4.71M.
  • Cloudflare made up 0.05% of California Public Employees Retirement System's portfolio in Q2 2026, its #244 holding.
  • California Public Employees Retirement System first reported a position in Cloudflare in Q4 2019 and has held it in 27 quarters since.
  • California Public Employees Retirement System's Cloudflare position peaked at $177M in Q3 2021.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on California Public Employees Retirement System's 13F filing for Q2 2026, filed 14 Aug 2026.