JGC
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J. Goldman & Co’s Cloudflare NET Stock Holding History

J. Goldman & Co’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 		$778K Sell
3,171
-47,529
-94% -$10.4M 0.02% 490
2026
Q1 		$10.5M Buy
+50,700
New +$9.67M 0.3% 104
2025
Q3 		– Sell
-1,451
Closed -$284K – 561
2025
Q2 		$284K Buy
+1,451
New +$211K 0.01% 406

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

J. Goldman & Co's NET Position: Q2 2026 in Review

J. Goldman & Co reduced its Cloudflare (NET) stake by 94% in Q2 2026, selling an estimated $10.4M and leaving 3,171 shares worth $778K. The position accounts for 0.02% of the portfolio, ranked #490.

J. Goldman & Co first reported a position in NET in Q2 2025 and has held it in 3 quarters since. The position peaked at $10.5M in Q1 2026. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • J. Goldman & Co held 3,171 shares of Cloudflare worth $778K as of Q2 2026.
  • J. Goldman & Co sold 47,529 Cloudflare shares in Q2 2026, an estimated $10.4M.
  • Cloudflare made up 0.02% of J. Goldman & Co's portfolio in Q2 2026, its #490 holding.
  • J. Goldman & Co first reported a position in Cloudflare in Q2 2025 and has held it in 3 quarters since.
  • J. Goldman & Co's Cloudflare position peaked at $10.5M in Q1 2026.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.