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Israel Englander’s Cloudflare NET Stock Holding History

Israel Englander’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 		$85.2M Buy
347,400
+235,600
+211% +$51.5M 0.03% 593
2026
Q1 		$23.1M Buy
111,800
+37,200
+50% +$7.09M 0.01% 1435
2025
Q4 		$14.7M Buy
74,600
+600
+0.8% +$127K 0.01% 1872
2025
Q3 		$15.9M Sell
74,000
-117,100
-61% -$23.9M 0.01% 1922
2025
Q2 		$37.4M Buy
191,100
+120,100
+169% +$17.4M 0.02% 1014
2025
Q1 		$8M Sell
71,000
-46,500
-40% -$6.16M ﹤0.01% 2410
2024
Q4 		$12.7M Buy
117,500
+16,900
+17% +$1.65M 0.01% 1956
2024
Q3 		$8.14M Sell
100,600
-307,900
-75% -$24.8M ﹤0.01% 2386
2024
Q2 		$33.8M Buy
408,500
+395,500
+3,042% +$31.9M 0.02% 1062
2024
Q1 		$1.26M Buy
13,000
+3,500
+37% +$317K ﹤0.01% 4115
2023
Q4 		$791K Buy
9,500
+5,700
+150% +$399K ﹤0.01% 4328
2023
Q3 		$240K Sell
3,800
-500
-12% -$32K ﹤0.01% 5030
2023
Q2 		$281K Sell
4,300
-500
-10% -$29.8K ﹤0.01% 4931
2023
Q1 		$296K Sell
4,800
-4,000
-45% -$219K ﹤0.01% 4909
2022
Q4 		$398K Buy
+8,800
New +$435K ﹤0.01% 4912
2020
Q4 		– Sell
-16,200
Closed -$665 – 5458
2020
Q3 		$665 Buy
+16,200
New +$620K ﹤0.01% 3422

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

Israel Englander's NET Position: Q2 2026 in Review

Israel Englander reduced its Cloudflare (NET) stake by 53% in Q2 2026, selling an estimated $25.7M and leaving 105,636 shares worth $25.9M. The position accounts for 0.01% of the portfolio, ranked #1393.

Israel Englander first reported a position in NET in Q3 2019 and has held it in 26 quarters since. The position peaked at $76.9M in Q4 2021. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Israel Englander held 105,636 shares of Cloudflare worth $25.9M as of Q2 2026.
  • Israel Englander sold 117,411 Cloudflare shares in Q2 2026, an estimated $25.7M.
  • Cloudflare made up 0.01% of Israel Englander's portfolio in Q2 2026, its #1393 holding.
  • Israel Englander first reported a position in Cloudflare in Q3 2019 and has held it in 26 quarters since.
  • Israel Englander's Cloudflare position peaked at $76.9M in Q4 2021.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.