Treasurer of the State of North Carolina

Position in NET — Cloudflare, Inc.

CIK 1761054 RALEIGH, NC

Position in NET

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$27,693,510

+$1,797,069 QoQ

Shares Held

134,213

+2.2% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Treasurer of the State of North Carolina holds $2,024,613,648 across 35 Software - Infrastructure names. NET ranks #8 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	3,531,845	$1,307,383,063
2	PLTR	Palantir Technologies Inc.	1,149,394	$168,133,354
3	ORCL	Oracle Corp	980,664	$144,265,481
4	PANW	Palo Alto Networks Inc	433,438	$69,488,780
5	SNPS	Synopsys Inc	99,221	$39,339,142
6	FTNT	Fortinet, Inc.	450,944	$36,851,143
7	FFIV	F5, Inc.	107,294	$31,043,373
8	NET	Cloudflare, Inc. This page	134,213	$27,693,510

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$27,693,510	134,213	+2.2%	Shares	Sole	2026-05-14
2025-12-31	$25,896,441	131,354	-5.3%	Shares	Sole	2026-02-13
2025-09-30	$29,772,860	138,743	-3.8%	Shares	Sole	2025-11-13
2025-06-30	$28,229,286	144,152	+3.4%	Shares	Sole	2025-08-14
2025-03-31	$15,704,027	139,356	+5.7%	Shares	Sole	2025-05-15
2024-12-31	$14,200,407	131,876	+0.6%	Shares	Sole	2025-02-13
2024-09-30	$10,600,310	131,046	+0.4%	Shares	Sole	2024-11-14
2024-06-30	$10,810,640	130,516	-0.6%	Shares	Sole	2024-08-14
2024-03-31	$12,715,328	131,316	+1.8%	Shares	Sole	2024-05-09
2023-12-31	$10,736,876	128,956	-0.7%	Shares	Sole	2024-05-09
2023-09-30	$8,182,655	129,801	+0.4%	Shares	Sole	2023-11-13
2023-06-30	$8,450,445	129,271	+4.5%	Shares	Sole	2023-08-14
2023-03-31	$7,624,628	123,656	+0.7%	Shares	Sole	2023-05-04
2022-12-31	$5,550,702	122,776	+2.5%	Shares	Sole	2023-02-09
2022-09-30	$6,624,257	119,766	-15.5%	Shares	Sole	2022-11-08
2022-06-30	$6,204,012	141,806	+18.0%	Shares	Sole	2022-08-02
2022-03-31	$14,380,638	120,139	-17.5%	Shares	Sole	2022-05-10
2021-12-31	$19,152,843	145,649	-0.3%	Shares	Sole	2022-02-14
2021-09-30	$16,460,305	146,119	+4.3%	Shares	Sole	2021-11-03
2021-06-30	$14,829,242	140,110	+60.7%	Shares	Sole	2021-08-13
2021-03-31	$6,126,672	87,200	+32.0%	Shares	Sole	2021-05-03
2020-12-31	$5,019,899	66,060	+65.1%	Shares	Sole	2021-02-02
2020-09-30	$1,642,400	40,000	-0.1%	Shares	Sole	2020-11-04
2020-06-30	$1,439,078	40,030	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.