State Board of Administration of Florida Retirement System
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State Board of Administration of Florida Retirement System’s Cloudflare NET Stock Holding History

State Board of Administration of Florida 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
Q1 		$56.8M Sell
275,291
-540
-0.2% -$103K 0.11% 171
2025
Q4 		$54.4M Sell
275,831
-8,685
-3% -$1.84M 0.1% 173
2025
Q3 		$61.1M Sell
284,516
-14,235
-5% -$2.91M 0.11% 162
2025
Q2 		$58.5M Buy
298,751
+5,303
+2% +$770K 0.1% 174
2025
Q1 		$33.1M Sell
293,448
-5,740
-2% -$761K 0.07% 258
2024
Q4 		$32.2M Buy
299,188
+1,850
+0.6% +$181K 0.06% 269
2024
Q3 		$24.1M Sell
297,338
-4,020
-1% -$323K 0.05% 351
2024
Q2 		$25M Buy
301,358
+644
+0.2% +$52K 0.05% 333
2024
Q1 		$18.5M Sell
300,714
-12,614
-4% -$1.14M 0.04% 396
2023
Q4 		$26.1M Buy
313,328
+13,944
+5% +$975K 0.05% 324
2023
Q3 		$18.9M Buy
299,384
+440
+0.1% +$28.2K 0.04% 372
2023
Q2 		$19.5M Sell
298,944
-1,770
-0.6% -$106K 0.04% 392
2023
Q1 		$18.5M Buy
300,714
+400
+0.1% +$21.9K 0.04% 402
2022
Q4 		$13.6M Sell
300,314
-2,280
-0.8% -$113K 0.03% 467
2022
Q3 		$16.7M Buy
302,594
+1,880
+0.6% +$112K 0.04% 407
2022
Q2 		$13.2M Sell
300,714
-2,726
-0.9% -$196K 0.03% 492
2022
Q1 		$36.3M Sell
303,440
-2,416
-0.8% -$252K 0.07% 276
2021
Q4 		$40.2M Buy
305,856
+4,012
+1% +$672K 0.07% 275
2021
Q3 		$34M Buy
301,844
+892
+0.3% +$107K 0.07% 296
2021
Q2 		$31.9M Buy
300,952
+158,170
+111% +$13.1M 0.06% 319
2021
Q1 		$10M Sell
142,782
-507
-0.4% -$39.1K 0.02% 657
2020
Q4 		$10.9M Buy
143,289
+17,369
+14% +$1.14M 0.02% 604
2020
Q3 		$5.17M Buy
125,920
+3,910
+3% +$150K 0.01% 779
2020
Q2 		$4.39M Buy
+122,010
New +$3.41M 0.01% 822

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $1.61T AUM 30.72% 1-Year Est. Return

State Board of Administration of Florida Retirement System's NET Position: Q1 2026 in Review

State Board of Administration of Florida Retirement System reduced its Cloudflare (NET) stake by 0.2% in Q1 2026, selling an estimated $103K and leaving 275,291 shares worth $56.8M. The position accounts for 0.11% of the portfolio, ranked #171.

State Board of Administration of Florida Retirement System first reported a position in NET in Q2 2020 and has held it in 24 quarters since. The position peaked at $61.1M in Q3 2025. 1,134 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • State Board of Administration of Florida Retirement System held 275,291 shares of Cloudflare worth $56.8M as of Q1 2026.
  • State Board of Administration of Florida Retirement System sold 540 Cloudflare shares in Q1 2026, an estimated $103K.
  • Cloudflare made up 0.11% of State Board of Administration of Florida Retirement System's portfolio in Q1 2026, its #171 holding.
  • State Board of Administration of Florida Retirement System first reported a position in Cloudflare in Q2 2020 and has held it in 24 quarters since.
  • State Board of Administration of Florida Retirement System's Cloudflare position peaked at $61.1M in Q3 2025.
  • 1,134 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on State Board of Administration of Florida Retirement System's 13F filing for Q1 2026, filed 8 May 2026.