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Employees Retirement System of Texas’s Cloudflare NET Stock Holding History

Employees Retirement System of Texas’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 		$5.35M Sell
21,798
-11,376
-34% -$2.49M 0.04% 127
2026
Q1 		$6.84M Sell
33,174
-2,049
-6% -$391K 0.06% 112
2025
Q4 		$6.94M Sell
35,223
-7,739
-18% -$1.64M 0.06% 123
2025
Q3 		$9.22M Sell
42,962
-17,041
-28% -$3.48M 0.07% 117
2025
Q2 		$11.8M Buy
60,003
+2,521
+4% +$366K 0.1% 114
2025
Q1 		$6.48M Buy
57,482
+5,395
+10% +$715K 0.06% 139
2024
Q4 		$5.61M Buy
52,087
+6,381
+14% +$623K 0.05% 157
2024
Q3 		$3.7M Hold
45,706
– – 0.03% 201
2024
Q2 		$3.79M Buy
45,706
+5,231
+13% +$422K 0.04% 170
2024
Q1 		$3.92M Buy
40,475
+21,509
+113% +$1.95M 0.04% 174
2023
Q4 		$1.58M Buy
+18,966
New +$1.33M 0.02% 252

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

Employees Retirement System of Texas's NET Position: Q2 2026 in Review

Employees Retirement System of Texas reduced its Cloudflare (NET) stake by 34% in Q2 2026, selling an estimated $2.49M and leaving 21,798 shares worth $5.35M. The position accounts for 0.04% of the portfolio, ranked #127.

Employees Retirement System of Texas first reported a position in NET in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.8M in Q2 2025. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Employees Retirement System of Texas held 21,798 shares of Cloudflare worth $5.35M as of Q2 2026.
  • Employees Retirement System of Texas sold 11,376 Cloudflare shares in Q2 2026, an estimated $2.49M.
  • Cloudflare made up 0.04% of Employees Retirement System of Texas's portfolio in Q2 2026, its #127 holding.
  • Employees Retirement System of Texas first reported a position in Cloudflare in Q4 2023 and has held it in 11 quarters since.
  • Employees Retirement System of Texas's Cloudflare position peaked at $11.8M in Q2 2025.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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