State of Alaska Department of Revenue’s Cloudflare NET Stock Holding History

State of Alaska Department of Revenue’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	$3.51M	Buy	14,314 +7,016	+96%	+$1.53M	0.03%	436
2026 Q1	$1.5M	Hold	7,298	–	–	0.02%	873
2025 Q4	$1.44M	Buy	+7,298	New	+$1.54M	0.02%	879
2023 Q2	–	Sell	-20,602	Closed	-$1.27M	–	1637
2023 Q1	$1.27M	Hold	20,602	–	–	0.02%	856
2022 Q4	$931K	Buy	20,602 +1,122	+6%	+$55.5K	0.01%	1009
2022 Q3	$1.08M	Buy	+19,480	New	+$1.16M	0.01%	878

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

State of Alaska Department of Revenue's NET Position: Q2 2026 in Review

State of Alaska Department of Revenue increased its Cloudflare (NET) stake by 96% in Q2 2026, buying an estimated $1.53M and bringing the position to 14,314 shares worth $3.51M. The position accounts for 0.03% of the portfolio, ranked #436.

State of Alaska Department of Revenue first reported a position in NET in Q3 2022 and has held it in 6 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

State of Alaska Department of Revenue held 14,314 shares of Cloudflare worth $3.51M as of Q2 2026.
State of Alaska Department of Revenue bought 7,016 Cloudflare shares in Q2 2026, an estimated $1.53M.
Cloudflare made up 0.03% of State of Alaska Department of Revenue's portfolio in Q2 2026, its #436 holding.
State of Alaska Department of Revenue first reported a position in Cloudflare in Q3 2022 and has held it in 6 quarters since.
1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on State of Alaska Department of Revenue's 13F filing for Q2 2026, filed 20 Jul 2026.