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

Teacher 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 		$16.9M Buy
68,725
+12,473
+22% +$2.73M 0.05% 300
2026
Q1 		$11.6M Sell
56,252
-34
-0.1% -$6.48K 0.05% 314
2025
Q4 		$11.1M Buy
56,286
+15,620
+38% +$3.3M 0.04% 326
2025
Q3 		$8.73M Sell
40,666
-6,221
-13% -$1.27M 0.04% 380
2025
Q2 		$9.18M Buy
46,887
+2,208
+5% +$321K 0.04% 377
2025
Q1 		$5.03M Buy
44,679
+41,832
+1,469% +$5.55M 0.02% 536
2024
Q4 		$307K Buy
+2,847
New +$278K ﹤0.01% 1383
2024
Q3 		– Sell
-5,802
Closed -$481K – 1617
2024
Q2 		$481K Sell
5,802
-1,727
-23% -$139K ﹤0.01% 1212
2024
Q1 		$729K Sell
7,529
-5,116
-40% -$463K ﹤0.01% 1120
2023
Q4 		$1.05M Sell
12,645
-8,665
-41% -$606K 0.01% 974
2023
Q3 		$1.34M Buy
21,310
+697
+3% +$44.6K 0.01% 901
2023
Q2 		$1.35M Sell
20,613
-7,884
-28% -$471K 0.01% 879
2023
Q1 		$1.76M Buy
28,497
+646
+2% +$35.3K 0.01% 832
2022
Q4 		$1.26M Sell
27,851
-8,625
-24% -$427K 0.01% 979
2022
Q3 		$2.02M Sell
36,476
-1,839
-5% -$109K 0.01% 711
2022
Q2 		$1.68M Sell
38,315
-14,499
-27% -$1.04M 0.01% 633
2022
Q1 		$6.32M Sell
52,814
-91,301
-63% -$9.52M 0.03% 459
2021
Q4 		$19M Buy
144,115
+27,472
+24% +$4.6M 0.09% 239
2021
Q3 		$13.1M Buy
116,643
+88,010
+307% +$10.5M 0.07% 300
2021
Q2 		$3.03M Sell
28,633
-132,102
-82% -$10.9M 0.02% 606
2021
Q1 		$11.3M Buy
160,735
+146,692
+1,045% +$11.3M 0.06% 320
2020
Q4 		$1.07M Sell
14,043
-876,674
-98% -$57.5M 0.01% 722
2020
Q3 		$36.6M Buy
+890,717
New +$34.1M 0.24% 111
2019
Q4 		– Sell
-20,000
Closed -$371K – 622
2019
Q3 		$371K Buy
+20,000
New +$387K ﹤0.01% 559

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

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

Teacher Retirement System of Texas increased its Cloudflare (NET) stake by 22% in Q2 2026, buying an estimated $2.73M and bringing the position to 68,725 shares worth $16.9M. The position accounts for 0.05% of the portfolio, ranked #300.

Teacher Retirement System of Texas first reported a position in NET in Q3 2019 and has held it in 24 quarters since. The position peaked at $36.6M in Q3 2020. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Teacher Retirement System of Texas held 68,725 shares of Cloudflare worth $16.9M as of Q2 2026.
  • Teacher Retirement System of Texas bought 12,473 Cloudflare shares in Q2 2026, an estimated $2.73M.
  • Cloudflare made up 0.05% of Teacher Retirement System of Texas's portfolio in Q2 2026, its #300 holding.
  • Teacher Retirement System of Texas first reported a position in Cloudflare in Q3 2019 and has held it in 24 quarters since.
  • Teacher Retirement System of Texas's Cloudflare position peaked at $36.6M in Q3 2020.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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