National Pension Service
NET icon

National Pension Service’s Cloudflare NET Stock Holding History

National Pension Service’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 		$235M Buy
959,987
+15,546
+2% +$3.4M 0.15% 144
2026
Q1 		$195M Sell
944,441
-3,562
-0.4% -$679K 0.15% 167
2025
Q4 		$187M Buy
948,003
+329,341
+53% +$69.7M 0.14% 170
2025
Q3 		$133M Buy
618,662
+5,939
+1% +$1.21M 0.1% 202
2025
Q2 		$120M Buy
612,723
+187,550
+44% +$27.2M 0.1% 201
2025
Q1 		$47.9M Sell
425,173
-6,007
-1% -$796K 0.05% 294
2024
Q4 		$46.4M Sell
431,180
-40,743
-9% -$3.98M 0.04% 305
2024
Q3 		$38.2M Buy
471,923
+4,062
+0.9% +$327K 0.04% 376
2024
Q2 		$38.8M Buy
467,861
+42,771
+10% +$3.45M 0.04% 329
2024
Q1 		$41.2M Sell
425,090
-14,739
-3% -$1.33M 0.05% 319
2023
Q4 		$36.6M Hold
439,829
– – 0.05% 313
2023
Q3 		$24.9M Buy
439,829
+1,487
+0.3% +$95.2K 0.04% 398
2023
Q2 		$28.1M Sell
438,342
-4,814
-1% -$287K 0.05% 385
2023
Q1 		$26.1M Sell
443,156
-12,373
-3% -$677K 0.05% 371
2022
Q4 		$20.6M Buy
455,529
+67,542
+17% +$3.34M 0.04% 440
2022
Q3 		$21.3M Sell
387,987
-1,373
-0.4% -$81.5K 0.04% 416
2022
Q2 		$17M Buy
389,360
+1,583
+0.4% +$114K 0.04% 450
2022
Q1 		$46.4M Buy
387,777
+90,123
+30% +$9.4M 0.08% 242
2021
Q4 		$39.1M Sell
297,654
-49,612
-14% -$8.31M 0.07% 313
2021
Q3 		$39.1M Sell
347,266
-10,490
-3% -$1.25M 0.07% 303
2021
Q2 		$37.9M Buy
357,756
+2,156
+0.6% +$178K 0.07% 302
2021
Q1 		$25M Buy
+355,600
New +$27.4M 0.05% 435

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
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

National Pension Service's NET Position: Q2 2026 in Review

National Pension Service increased its Cloudflare (NET) stake by 1.6% in Q2 2026, buying an estimated $3.4M and bringing the position to 959,987 shares worth $235M. The position accounts for 0.15% of the portfolio, ranked #144.

National Pension Service first reported a position in NET in Q1 2021 and has held it in 22 quarters since. 952 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • National Pension Service held 959,987 shares of Cloudflare worth $235M as of Q2 2026.
  • National Pension Service bought 15,546 Cloudflare shares in Q2 2026, an estimated $3.4M.
  • Cloudflare made up 0.15% of National Pension Service's portfolio in Q2 2026, its #144 holding.
  • National Pension Service first reported a position in Cloudflare in Q1 2021 and has held it in 22 quarters since.
  • 952 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on National Pension Service's 13F filing for Q2 2026, filed 13 Aug 2026.