Employees Retirement System of Texas

Pension

Position in NET — Cloudflare, Inc.

CIK 1398739 AUSTIN, TX

Position in NET

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$6,845,123

-$99,091 QoQ

Shares Held

33,174

-5.8% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Employees Retirement System of Texas holds $670,327,783 across 19 Software - Infrastructure names. NET ranks #5 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	1,375,556	$509,189,564
2	PANW	Palo Alto Networks Inc	628,126	$100,701,160
3	TOST	Toast, Inc.	1,057,808	$28,042,490
4	FTNT	Fortinet, Inc.	123,467	$10,089,723
5	NET	Cloudflare, Inc. This page	33,174	$6,845,123
6	VRSN	Verisign Inc/Ca	21,041	$5,225,742
7	PLTR	Palantir Technologies Inc.	25,474	$3,726,336
8	IOT	Samsara Inc.	77,120	$2,443,932

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,845,123	33,174	-5.8%	Shares	Sole	2026-05-13
2025-12-31	$6,944,214	35,223	-18.0%	Shares	Sole	2026-02-09
2025-09-30	$9,219,215	42,962	-28.4%	Shares	Sole	2025-11-13
2025-06-30	$11,750,387	60,003	+4.4%	Shares	Sole	2025-08-13
2025-03-31	$6,477,646	57,482	+10.4%	Shares	Sole	2025-05-13
2024-12-31	$5,608,728	52,087	+14.0%	Shares	Sole	2025-02-28
2024-09-30	$3,697,158	45,706	0.0%	Shares	Sole	2024-11-14
2024-06-30	$3,785,827	45,706	+12.9%	Shares	Sole	2024-08-14
2024-03-31	$3,919,194	40,475	+113.4%	Shares	Sole	2024-05-15
2023-12-31	$1,579,109	18,966	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.