California Public Employees Retirement System

Pension

Position in NET — Cloudflare, Inc.

CIK 919079 Sacramento, CA

Back to NET Full portfolio

Position in NET

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$80,735,064

-$23,546,837 QoQ

Shares Held

391,272

-26.0% QoQ

Ownership

0.111%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

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

Common Shares in NET Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Mar 31, 2026

California Public Employees Retirement System holds $10,277,548,675 across 39 Software - Infrastructure names. NET ranks #7 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	21,906,086	$8,108,975,854
2	PLTR	Palantir Technologies Inc.	3,856,384	$564,111,851
3	ORCL	Oracle Corp	2,776,440	$408,442,088
4	PANW	Palo Alto Networks Inc	1,441,498	$231,100,959
5	SNPS	Synopsys Inc	314,457	$124,675,911
6	FTNT	Fortinet, Inc.	1,252,611	$102,363,370
7	NET	Cloudflare, Inc. This page	391,272	$80,735,064
8	XYZ	Block, Inc.	954,520	$57,443,013

All Filings in NET

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$80,735,064	391,272	-26.0%	Shares	Sole	2026-05-06
2025-12-31	$104,281,901	528,947	+1.6%	Shares	Sole	2026-02-12
2025-09-30	$111,773,493	520,870	+2.9%	Shares	Sole	2025-11-14
2025-06-30	$99,098,400	506,043	+8.3%	Shares	Sole	2025-08-13
2025-03-31	$52,645,049	467,167	+1.1%	Shares	Sole	2025-05-13
2024-12-31	$49,749,775	462,015	-6.2%	Shares	Sole	2025-04-23
2024-09-30	$39,862,996	492,805	-1.5%	Shares	Sole	2024-11-13
2024-06-30	$41,455,918	500,494	-3.2%	Shares	Sole	2024-08-14
2024-03-31	$50,075,150	517,145	-1.4%	Shares	Sole	2024-04-30
2023-12-31	$43,690,435	524,747	+0.2%	Shares	Sole	2024-02-01
2023-09-30	$33,023,882	523,856	+24.9%	Shares	Sole	2023-11-02
2023-06-30	$27,412,190	419,339	-3.6%	Shares	Sole	2023-08-09
2023-03-31	$26,820,743	434,978	-16.8%	Shares	Sole	2023-05-12
2022-12-31	$23,637,008	522,827	-8.8%	Shares	Sole	2023-02-08
2022-09-30	$31,711,988	573,350	+10.2%	Shares	Sole	2022-11-09
2022-06-30	$22,755,162	520,118	-2.2%	Shares	Sole	2022-08-10
2022-03-31	$63,658,375	531,816	-28.0%	Shares	Sole	2022-05-04
2021-12-31	$97,151,279	738,793	-53.0%	Shares	Sole	2022-02-10
2021-09-30	$177,167,471	1,572,725	+2.3%	Shares	Sole	2021-11-10
2021-06-30	$162,775,252	1,537,937	+24.3%	Shares	Sole	2021-08-13
2021-03-31	$86,946,890	1,237,502	+368.4%	Shares	Sole	2021-05-14
2020-12-31	$20,074,582	264,174	+5.6%	Shares	Sole	2021-02-02
2020-09-30	$10,270,953	250,145	+12.7%	Shares	Sole	2020-11-05
2020-06-30	$7,980,900	222,000	-23.4%	Shares	Sole	2020-08-12
2020-03-31	$6,808,284	289,961	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.