Treasurer of the State of North Carolina
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Treasurer of the State of North Carolina’s Cloudflare NET Stock Holding History

Treasurer of the State of North Carolina’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 		$33M Buy
134,613
+400
+0.3% +$87.5K 0.09% 201
2026
Q1 		$27.7M Buy
134,213
+2,859
+2% +$545K 0.09% 207
2025
Q4 		$25.9M Sell
131,354
-7,389
-5% -$1.56M 0.08% 209
2025
Q3 		$29.8M Sell
138,743
-5,409
-4% -$1.1M 0.09% 194
2025
Q2 		$28.2M Buy
144,152
+4,796
+3% +$696K 0.09% 202
2025
Q1 		$15.7M Buy
139,356
+7,480
+6% +$992K 0.06% 268
2024
Q4 		$14.2M Buy
131,876
+830
+0.6% +$81.1K 0.06% 310
2024
Q3 		$10.6M Buy
131,046
+530
+0.4% +$42.6K 0.04% 391
2024
Q2 		$10.8M Sell
130,516
-800
-0.6% -$64.5K 0.05% 366
2024
Q1 		$12.7M Buy
131,316
+2,360
+2% +$214K 0.06% 321
2023
Q4 		$10.7M Sell
128,956
-845
-0.7% -$59.1K 0.05% 341
2023
Q3 		$8.18M Buy
129,801
+530
+0.4% +$33.9K 0.04% 391
2023
Q2 		$8.45M Buy
129,271
+5,615
+5% +$335K 0.04% 389
2023
Q1 		$7.63M Buy
123,656
+880
+0.7% +$48.1K 0.04% 412
2022
Q4 		$5.55M Buy
122,776
+3,010
+3% +$149K 0.03% 480
2022
Q3 		$6.62M Sell
119,766
-22,040
-16% -$1.31M 0.04% 407
2022
Q2 		$6.2M Buy
141,806
+21,667
+18% +$1.56M 0.04% 444
2022
Q1 		$14.4M Sell
120,139
-25,510
-18% -$2.66M 0.08% 231
2021
Q4 		$19.2M Sell
145,649
-470
-0.3% -$78.8K 0.1% 183
2021
Q3 		$16.5M Buy
146,119
+6,009
+4% +$718K 0.1% 201
2021
Q2 		$14.8M Buy
140,110
+52,910
+61% +$4.38M 0.09% 216
2021
Q1 		$6.13M Buy
87,200
+21,140
+32% +$1.63M 0.04% 435
2020
Q4 		$5.02M Buy
66,060
+26,060
+65% +$1.71M 0.03% 478
2020
Q3 		$1.64M Sell
40,000
-30
-0.1% -$1.15K 0.01% 753
2020
Q2 		$1.44M Buy
+40,030
New +$1.12M 0.01% 789

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Treasurer of the State of North Carolina's NET Position: Q2 2026 in Review

Treasurer of the State of North Carolina increased its Cloudflare (NET) stake by 0.3% in Q2 2026, buying an estimated $87.5K and bringing the position to 134,613 shares worth $33M. The position accounts for 0.09% of the portfolio, ranked #201.

Treasurer of the State of North Carolina first reported a position in NET in Q2 2020 and has held it in 25 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Treasurer of the State of North Carolina held 134,613 shares of Cloudflare worth $33M as of Q2 2026.
  • Treasurer of the State of North Carolina bought 400 Cloudflare shares in Q2 2026, an estimated $87.5K.
  • Cloudflare made up 0.09% of Treasurer of the State of North Carolina's portfolio in Q2 2026, its #201 holding.
  • Treasurer of the State of North Carolina first reported a position in Cloudflare in Q2 2020 and has held it in 25 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Treasurer of the State of North Carolina's 13F filing for Q2 2026, filed 14 Aug 2026.